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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


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    Coursera

    BIM Fundamentals: Smarter Building Design & Planning

    Skills you'll gain: Autodesk Revit, Building Information Modeling, Document Management, Construction, Engineering Documentation, Architectural Drawing, Project Coordination, Computer-Aided Design, Digital Transformation, Architectural Design, Collaboration, 3D Modeling, Data Management, Data Modeling, Coordination, Data Visualization

    4.2
    Rating, 4.2 out of 5 stars
    ·
    15 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Agile Practices: Apply, Evaluate & Optimize Planning

    Skills you'll gain: Sprint Retrospectives, Kanban Principles, Sprint Planning, Agile Project Management, Lean Methodologies, Risk Management, Agile Software Development, Agile Methodology, Team Building, Workflow Management, Backlogs, Project Planning, Performance Metric, Team Performance Management, Release Management, Scrum (Software Development), Process Development, Continuous Improvement Process, Continuous Integration, Stakeholder Engagement

    Mixed · Course · 1 - 4 Weeks

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    U

    University of Maryland, College Park

    Risk Management Planning with Expert Judgement

    Skills you'll gain: Risk Analysis, Project Risk Management, Construction Management, Project Design, Quality Assurance, Risk Management, Project Planning, Contract Management, Project Coordination, Project Management, Team Oriented, Cost Management, Decision Making

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
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    Free Trial
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    Coursera

    Reconcile and Analyze Financial Records Effectively

    Skills you'll gain: Reconciliation, QuickBooks (Accounting Software), Spreadsheet Software, Accounting Records, Investigation, Variance Analysis, Financial Statements, Accounts Payable, Financial Controls, Financial Auditing, Fraud detection, Analysis, Verification And Validation, Payment Processing

    Beginner · Course · 1 - 4 Weeks

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    Preview
    N

    Northeastern University

    Strategic Info Systems: Planning & Business Alignment

    Skills you'll gain: Scope Management, Requirements Management, Project Scoping, Project Documentation, Change Control, Project Planning, Agile Methodology, Strategic Planning, Project Management Life Cycle, Project Management, Business Planning, Systems Thinking, Risk Management, Stakeholder Communications

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Wharton Business and Financial Modeling Capstone

    Skills you'll gain: Portfolio Management, Financial Modeling, Presentations, Microsoft PowerPoint, Investment Management, Business Modeling, Data Modeling, Quantitative Research, Business Analytics, Financial Data, Portfolio Risk, Microsoft Excel, Financial Analysis, Regression Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    518 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    S

    Simplilearn

    Agile Estimation Planning and Tracking Training

    Skills you'll gain: User Story, Project Estimation, Sprint Planning, Agile Project Management, Agile Methodology, Estimation, Stakeholder Communications, Backlogs, Agile Product Development, Stakeholder Management, Project Controls, Prioritization, Project Management, Forecasting, Release Management, Continuous Monitoring

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Fintech: Foundations & Applications of Financial Technology

    Skills you'll gain: FinTech, Portfolio Management, Consumer Lending, Return On Investment, Blockchain, Cryptography, Credit/Debit Card Processing, Digital Assets, Financial Services, Payment Processing, Investments, Lending and Underwriting, Investment Management, Technology Strategies, Emerging Technologies, Risk Analysis, Portfolio Risk, Fundraising and Crowdsourcing, Market Analysis, Real Estate

    4.6
    Rating, 4.6 out of 5 stars
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    3.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Planning, HUDs, and Spawners in GameMaker

    Skills you'll gain: Video Game Development, Game Design, Programming Principles, Scripting Languages, User Interface (UI), Event-Driven Programming, Animations, Debugging

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    T

    Tally Education and Distribution Services Private Limited

    Financial Business Accounting and MIS Reports

    Skills you'll gain: Accounts Payable and Receivable, Accounting Software, Ledgers (Accounting), Accounting, Financial Accounting, Sales Tax, Financial Statements, Bookkeeping, International Finance, Invoicing, Inventory Management System, Cash Handling, Tax Compliance, Reconciliation, Payment Systems, Banking, Corporate Tax

    4.6
    Rating, 4.6 out of 5 stars
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    52 reviews

    Intermediate · Course · 1 - 3 Months

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    EDUCBA

    US GAAP Accounting & Financial Reporting Mastery

    Skills you'll gain: Generally Accepted Accounting Principles (GAAP), Financial Reporting, Financial Statements, Revenue Recognition, Financial Statement Analysis, Non-Profit Accounting, Technical Accounting, Balance Sheet, Income Statement, Cash Flows, Expense Management, Mergers & Acquisitions, Financial Accounting, Standard Accounting Practices, Inventory Accounting, Tax Management, Compliance Reporting, Consolidation, Financial Data, Accounting

    4.7
    Rating, 4.7 out of 5 stars
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    13 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    Y

    Yonsei University

    Valuation and Financial Analysis For Startups

    Skills you'll gain: Capital Budgeting, Financial Statements, Financial Statement Analysis, Business Valuation, Financial Analysis, Cash Flow Forecasting, Strategic Decision-Making, Cost Benefit Analysis, Financial Modeling, Income Statement, Return On Investment, Entrepreneurial Finance, Cash Flows, Balance Sheet, Microsoft Excel, Financial Management, Investment Management, Financial Forecasting, Case Studies, Forecasting

    4.4
    Rating, 4.4 out of 5 stars
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    505 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • BIM Fundamentals: Smarter Building Design & Planning: Coursera
  • Agile Practices: Apply, Evaluate & Optimize Planning: EDUCBA
  • Risk Management Planning with Expert Judgement: University of Maryland, College Park
  • Reconcile and Analyze Financial Records Effectively: Coursera
  • Strategic Info Systems: Planning & Business Alignment: Northeastern University
  • Wharton Business and Financial Modeling Capstone: University of Pennsylvania
  • Agile Estimation Planning and Tracking Training: Simplilearn
  • Fintech: Foundations & Applications of Financial Technology: University of Pennsylvania
  • Planning, HUDs, and Spawners in GameMaker: University of Colorado System
  • Financial Business Accounting and MIS Reports : Tally Education and Distribution Services Private Limited

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