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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


  • Status: New
    New
    Status: Free Trial
    Free Trial
    T

    Total Seminars

    PenTest Planning & Information Gathering

    Skills you'll gain: Penetration Testing, Vulnerability Scanning, Vulnerability Assessments, Cyber Security Assessment, Security Testing, MITRE ATT&CK Framework, Test Planning, Cyber Threat Intelligence, Open Web Application Security Project (OWASP), Regulatory Compliance, Risk Management Framework, Scope Management, Network Analysis, Technical Communication, Drive Engagement, OSI Models, Ethical Standards And Conduct

    Intermediate · Course · 1 - 4 Weeks

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

    Corporate Finance Institute

    Valuation Modeling

    Skills you'll gain: Business Valuation, Financial Modeling, Revenue Forecasting, Microsoft PowerPoint, Financial Statements, Financial Analysis, Oral Expression, Auditing, Sales Presentations, Verbal Communication Skills, Financial Auditing, Financial Forecasting, Finance, Presentations, Investment Banking, Equities, Forecasting, Corporate Finance, Microsoft Excel, Data Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    14 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Alberta

    Agile Planning for Software Products

    Skills you'll gain: Sprint Planning, Risk Management Framework, Agile Software Development, Agile Product Development, Agile Methodology, User Requirements Documents, Agile Project Management, Requirements Analysis, Software Development, Risking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    Y

    Yale University

    The Global Financial Crisis

    Skills you'll gain: Crisis Management, Financial Policy, Mortgage Loans, Financial Regulation, Financial Systems, Policy Analysis, Research, and Development, Economics, Policy, and Social Studies, Financial Regulations, Public Policies, Crisis Intervention, Financial Services, General Finance, Credit Risk, Lending and Underwriting, Risk Management Framework, Financial Market, Consumer Lending, International Finance, Contingency Planning, Loans

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.3K reviews

    Mixed · Course · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Financial Analysis & Reporting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Working Capital, Financial Analysis, International Financial Reporting Standards, Management Accounting, Budgeting, Financial Reporting, Cost Accounting, Financial Acumen, Operating Budget, Balance Sheet, Fund Accounting, Cost Control, Asset Management, Market Liquidity, Banking, Accounting Systems, Specialized Accounting, Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    16 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Project Planning: Putting It All Together

    Skills you'll gain: Project Management Life Cycle, Project Management, Project Planning, Project Risk Management, Communication Planning, Project Documentation, Milestones (Project Management), Project Schedules, Risk Management, Project Estimation, Cost Management, Budget Management, Risk Management Framework, Budgeting, Risk Mitigation, Document Management, Estimation, Cost Estimation, Procurement, Strategic Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Project Management - Initiation and Planning

    Skills you'll gain: Scope Management, Work Breakdown Structure, Project Scoping, Feasibility Studies, Project Management Life Cycle, Contract Management, Project Management, Change Management, Claims Processing, Project Planning, Organizational Structure, Legal Risk, Bidding

    4.7
    Rating, 4.7 out of 5 stars
    ·
    41 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Cambridge

    Principles of Financial Leadership

    Skills you'll gain: Accrual Accounting, Finance, Environmental Social And Corporate Governance (ESG), Financial Analysis, Financial Accounting, Business Valuation, Accounting, Financial Management, Financial Modeling, Corporate Finance, Capital Markets, Cash Flows, Financial Statements, Accruals, Depreciation, Key Performance Indicators (KPIs), Investments, Loans, Strategic Decision-Making, Problem Solving

    4.5
    Rating, 4.5 out of 5 stars
    ·
    73 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    STARWEAVER

    Financial Analyst Academy

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Capital Budgeting, Financial Modeling, Data Storytelling, Financial Forecasting, Financial Analysis, Dashboard, Business Valuation, Income Statement, Risk Mitigation, Financial Reporting, Financial Accounting, Management Reporting, Operational Efficiency, Forecasting, Financial Acumen, Financial Management, Risk Management, Strategic Decision-Making

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    GenAI Enhanced Financial Analysis

    Skills you'll gain: Financial Forecasting, Financial Analysis, Financial Statement Analysis, Variance Analysis, Financial Acumen, Financial Statements, Data Transformation, Forecasting, Power BI, Data Quality, Data Governance, Financial Data, Dashboard Creation, Revenue Forecasting, Dashboard, Time Series Analysis and Forecasting, Business Reporting, Anomaly Detection, Data Storytelling, Audit Working Papers

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Project Planning and Machine Learning

    Skills you'll gain: Machine Learning Algorithms, Big Data, Machine Learning Methods, Data Preprocessing, Analytics, File Systems, Data Analysis, Machine Learning, Applied Machine Learning, Internet Of Things, Supervised Learning, Product Planning, Unsupervised Learning, Data Storage, Project Planning, Staff Management

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    134 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Financial Analysis and Valuation

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Business Valuation, Financial Analysis, Financial Reporting, Financial Forecasting, Financial Accounting, Accounting, Balance Sheet, Financial Data, Forecasting, Income Statement, Analysis, Critical Thinking, Financial Modeling, Analytical Skills, Cash Flow Forecasting, General Accounting, Generally Accepted Accounting Principles (GAAP), Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    192 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • PenTest Planning & Information Gathering: Total Seminars
  • Valuation Modeling: Corporate Finance Institute
  • Agile Planning for Software Products: University of Alberta
  • The Global Financial Crisis: Yale University
  • Financial Analysis & Reporting: EDUCBA
  • Project Planning: Putting It All Together: Google
  • Project Management - Initiation and Planning: L&T EduTech
  • Principles of Financial Leadership: University of Cambridge
  • Financial Analyst Academy: STARWEAVER
  • GenAI Enhanced Financial Analysis: Microsoft

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