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  • Financial Planning

Financial Planning Courses

Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
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    Columbia University

    Introduction to Financial Engineering and Risk Management

    Skills you'll gain: Financial Market, Securities (Finance), Derivatives, Mathematical Modeling, Applied Mathematics, Capital Markets, Futures Exchange, Finance, Financial Modeling, Risk Modeling, Probability, Risk Management, Probability Distribution, Model Optimization

    4.7
    Rating, 4.7 out of 5 stars
    ·
    329 reviews

    Intermediate · Course · 1 - 3 Months

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    E

    Emory University

    Finance for Non-Financial Managers

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Equities, Income Statement, Balance Sheet, Finance, Financial Data, Risk Management, Microsoft Excel, Return On Investment, Capital Budgeting, Spreadsheet Software, General Finance, Business Valuation, Cash Flows, Investments

    4.4
    Rating, 4.4 out of 5 stars
    ·
    478 reviews

    Intermediate · Course · 1 - 3 Months

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    Coursera

    Real Estate Financial Modeling

    Skills you'll gain: Revenue Forecasting, Financial Modeling, Financial Forecasting, Real Estate, Forecasting, Risk Management, Property and Real Estate, Investment Management, Risk Analysis, Risk Mitigation, Investments, Financial Analysis, Operating Expense

    4.3
    Rating, 4.3 out of 5 stars
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    74 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Financial Engineering and Risk Management

    Skills you'll gain: Portfolio Management, Derivatives, Financial Market, Securities (Finance), Investment Management, Portfolio Risk, Asset Management, Credit Risk, Mortgage Loans, Mathematical Modeling, Investments, Applied Mathematics, Risk Modeling, Estimation, Capital Markets, Futures Exchange, Financial Modeling, Regression Analysis, Market Liquidity, Statistical Methods

    4.6
    Rating, 4.6 out of 5 stars
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    432 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Real Estate Financial Modeling

    Skills you'll gain: Financial Modeling, Cash Flow Forecasting, Feasibility Studies, Cash Flows, Project Finance, Real Estate, Property and Real Estate, Financial Analysis, Capital Budgeting, Microsoft Excel, Return On Investment, Excel Formulas, Cost Estimation, Corporate Finance, Risk Analysis, Partnership Accounting, Loans, Waterfall Methodology

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Accounting: Principles of Financial Accounting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Accounting, Cash Flows, Balance Sheet, Accrual Accounting, Financial Accounting, Accruals, Financial Reporting, Microsoft Excel, Financial Analysis

    4.8
    Rating, 4.8 out of 5 stars
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    3.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
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    Coursera

    Create a Financial Statement using Microsoft Excel

    Skills you'll gain: Financial Statements, Microsoft Excel, Excel Formulas, Balance Sheet, Ledgers (Accounting), Financial Statement Analysis, Financial Data, Income Statement, Bookkeeping, Data Entry, Financial Reporting, Financial Accounting, Profit and Loss (P&L) Management, Spreadsheet Software, Month End Closing

    4.5
    Rating, 4.5 out of 5 stars
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    882 reviews

    Intermediate · Guided Project · Less Than 2 Hours

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    T

    The Hong Kong University of Science and Technology

    Python and Statistics for Financial Analysis

    Skills you'll gain: Statistical Inference, Portfolio Risk, Statistical Methods, Pandas (Python Package), Statistical Hypothesis Testing, Probability & Statistics, Risk Analysis, Statistics, Financial Trading, Financial Data, Data Manipulation, Statistical Analysis, Risk Management, Feature Engineering, Regression Analysis, Financial Analysis, Jupyter, Financial Market, Python Programming, Data Visualization

    4.4
    Rating, 4.4 out of 5 stars
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    4.6K reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Sustainable Cities

    Skills you'll gain: Traffic Flow Optimization, Architectural Design, Sustainable Development, Stormwater Management, Building Codes, Community Development, Sustainable Systems, Land Development, Public Works, Sustainable Architecture, Landscape Architecture, Transportation Operations, Civil Engineering, Land Management, Case Studies, Building Design, Economic Development, Sustainable Design, Sustainable Technologies, Environmental Science

    4.6
    Rating, 4.6 out of 5 stars
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    521 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    Status: Free Trial
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    M

    Microsoft

    Strategic Planning

    Skills you'll gain: Workforce Planning, Human Resources Management and Planning, Workforce Development, Human Resource Strategy, Microsoft Copilot, People Analytics, Stakeholder Communications, Plan Execution, Microsoft 365, Presentations, Return On Investment, Change Management, Strategic Decision-Making, Microsoft Power Platform, Financial Analysis, Organizational Change, Microsoft Office, Leadership Development, Corporate Strategy, Business

    Advanced · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Succession Planning

    Skills you'll gain: Succession Planning, Contingency Planning, People Development, Strategic Leadership, Workforce Planning, Talent Management, Leadership and Management, Business Continuity Planning, Leadership Development, Leadership, Workforce Development, Organizational Change, Business Continuity, Talent Pipelining, Training and Development, Change Management, Risk Analysis, Risk Mitigation, Business Risk Management

    4.1
    Rating, 4.1 out of 5 stars
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    14 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Planning

    Skills you'll gain: Project Schedules, Project Planning, Agile Methodology, Performance Metric, Scheduling, Timelines, Conflict Management, Stakeholder Engagement, Project Estimation, Stakeholder Management, Milestones (Project Management), Agile Project Management, Negotiation, Cost Estimation, Resource Planning, Risk Analysis, Project Risk Management, Contract Management, Kanban Principles, Estimation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 3 Months

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In summary, here are 10 of our most popular financial planning courses

  • Introduction to Financial Engineering and Risk Management: Columbia University
  • Finance for Non-Financial Managers: Emory University
  • Real Estate Financial Modeling: Coursera
  • Financial Engineering and Risk Management: Columbia University
  • Real Estate Financial Modeling: Corporate Finance Institute
  • Accounting: Principles of Financial Accounting: IESE Business School
  • Create a Financial Statement using Microsoft Excel: Coursera
  • Python and Statistics for Financial Analysis: The Hong Kong University of Science and Technology
  • Sustainable Cities: Johns Hopkins University
  • Strategic Planning: Microsoft

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