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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: Free Trial
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    Yonsei University

    Valuation and Financial Analysis For Startups Capstone

    Skills you'll gain: Capital Budgeting, Financial Statement Analysis, Business Valuation, Strategic Decision-Making, Financial Analysis, Entrepreneurial Finance, Financial Management, Financial Modeling, Market Analysis, Competitive Analysis, Cash Flow Forecasting, Business Research, Business Analysis

    4.2
    Rating, 4.2 out of 5 stars
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    6 reviews

    Beginner · Course · 1 - 3 Months

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    EDUCBA

    Master Financial Modeling with Excel & AI: Analyze Forecast

    Skills you'll gain: Financial Modeling, Financial Forecasting, Financial Statements, Depreciation, Balance Sheet, Capital Budgeting, Financial Analysis, Excel Formulas, Income Statement, Microsoft Excel, Risk Analysis, Data Storytelling, Data Validation, Cash Flows, Data Presentation, Return On Investment, Pivot Tables And Charts

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    Coursera

    GenAI for Cash Flow Managers: Optimizing Liquidity Planning

    Skills you'll gain: Cash Flow Forecasting, Responsible AI, Cash Management, Accounts Payable, Financial Forecasting, Risk Management, Generative AI, Data Ethics, No-Code Development, Financial Data, Business Process Automation, Forecasting, Accounts Receivable, AI Enablement, Regulatory Compliance, Compliance Training, International Financial Reporting Standards, ChatGPT, Automation, Prompt Engineering

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    University of Pennsylvania

    Finance & Quantitative Modeling for Analysts

    Skills you'll gain: Financial Reporting, Return On Investment, Financial Acumen, Financial Data, Capital Budgeting, Financial Statements, Business Modeling, Mathematical Modeling, Finance, Regression Analysis, Financial Modeling, Statistical Modeling, Income Statement, Risk Analysis, Financial Analysis, Spreadsheet Software, Capital Expenditure, Excel Formulas, Microsoft Excel, Corporate Finance

    4.5
    Rating, 4.5 out of 5 stars
    ·
    17K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    University of Colorado Boulder

    Digital Media and Strategic Planning in Technology Markets

    Skills you'll gain: Value Propositions, Social Media Marketing, Social Media Strategy, Strategic Planning, Search Engine Optimization, Competitive Analysis, Business Modeling, Web Analytics and SEO, Business Strategy, Paid media, Content Marketing, Market Analysis, Marketing Strategy and Techniques, Email Marketing, Digital Marketing, Google Ads, Innovation, Product Development, Video Production

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    6 reviews

    Beginner · Course · 1 - 3 Months

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    EDUCBA

    Financial Modeling for Maruti Suzuki: Analyze & Evaluate

    Skills you'll gain: Cash Flows, Business Valuation, Financial Statement Analysis, Financial Analysis, Balance Sheet, Financial Modeling, Profit and Loss (P&L) Management, Business Metrics, Case Studies, Return On Investment, Financial Forecasting, Market Analysis, Market Dynamics

    Mixed · Course · 1 - 4 Weeks

  • Status: New
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    EDUCBA

    Build & Analyze Financial Models: Twitter Case Study

    Skills you'll gain: Financial Modeling, Business Valuation, Revenue Forecasting, Working Capital, Cash Flows, Financial Statement Analysis, Financial Analysis, Financial Data, Financial Forecasting, Business Modeling, Balance Sheet, Capital Expenditure, Corporate Finance, Cash Flow Forecasting, Income Statement

    Mixed · Course · 1 - 4 Weeks

  • Status: New
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    Starweaver

    Data Storytelling for Investors and Financial Advisors

    Skills you'll gain: Data Storytelling, Data Visualization, Storytelling, Financial Data, Data Visualization Software, Finance, Verbal Communication Skills, Presentations, Communication, Plotly, Matplotlib, Analysis, Customer Engagement, Target Audience

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Board Infinity

    Agile Excellence with Scrum: Planning, CI, Backlog Mastery

    Skills you'll gain: Sprint Planning, Process Improvement, DevOps, User Story, Scalability, Innovation, CI/CD, Continuous Integration, Product Lifecycle Management, Capacity Planning, Organizational Change, Product Development, Key Performance Indicators (KPIs), Prioritization, Scope Management, Dependency Analysis, Maintainability, Cross-Functional Team Leadership, Collaboration, Risk Mitigation

    3.3
    Rating, 3.3 out of 5 stars
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    9 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
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    U

    University of Illinois Urbana-Champaign

    Introduction to Finance: The Role of Financial Markets

    Skills you'll gain: Financial Market, Capital Budgeting, Finance, Investment Management, Investments, Securities (Finance), Equities, Decision Making, Financial Analysis, Return On Investment, Business Valuation, Cash Flows, Risk Analysis

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
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    87 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Saïd Business School, University of Oxford

    AI in Financial Services: Foundations through future trends

    Skills you'll gain: FinTech, Financial Inclusion, Financial Services, Responsible AI, Data Ethics, Artificial Intelligence, Mobile Banking, Banking Services, Data Sharing, Financial Systems, Data Governance, Application Programming Interface (API), Financial Data, Financial Regulation, Finance, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Innovation, General Data Protection Regulation (GDPR), Natural Language Processing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    71 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Interviewing, Negotiating a Job Offer, and Career Planning

    Skills you'll gain: Goal Setting, Interviewing Skills, Negotiation, Workforce Planning, Professional Development, Compensation and Benefits, Recruitment, Technical Consulting, Communication, Verbal Communication Skills

    4.9
    Rating, 4.9 out of 5 stars
    ·
    11 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Valuation and Financial Analysis For Startups Capstone: Yonsei University
  • Master Financial Modeling with Excel & AI: Analyze Forecast: EDUCBA
  • GenAI for Cash Flow Managers: Optimizing Liquidity Planning: Coursera
  • Finance & Quantitative Modeling for Analysts: University of Pennsylvania
  • Digital Media and Strategic Planning in Technology Markets: University of Colorado Boulder
  • Financial Modeling for Maruti Suzuki: Analyze & Evaluate: EDUCBA
  • Build & Analyze Financial Models: Twitter Case Study: EDUCBA
  • Data Storytelling for Investors and Financial Advisors: Starweaver
  • Agile Excellence with Scrum: Planning, CI, Backlog Mastery: Board Infinity
  • Introduction to Finance: The Role of Financial Markets: University of Illinois Urbana-Champaign

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