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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
    Free Trial
    C

    Coursera

    Improving Financial Planning with Oracle EPM

    Skills you'll gain: Financial Data, Oracle Cloud Applications, Forecasting, Accounting and Finance Software, Budget Management, Financial Forecasting, Budgeting, Data Management, Problem Management, Workflow Management, Strategic Planning, Month End Closing, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    15 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    P

    Pearson

    Financial Markets, Interest Rates, and Financial Statements

    Skills you'll gain: Financial Market, Financial Systems, Finance, Capital Markets, General Finance, Financial Statements, Financial Management, Financial Statement Analysis, Financial Analysis, Financial Accounting, Equities, Financial Trading, Corporate Finance, Investments, Market Liquidity, Cash Flows, Balance Sheet, Income Statement, Securities Trading, Loans

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Pearson

    Financial Performance & Short-Term Planning

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Statements, Cash Management, Financial Forecasting, Financial Acumen, Financial Data, Balance Sheet, Cash Flow Forecasting, Budgeting, Budget Management, Business Metrics, Financial Management, Forecasting, Operating Budget, Financial Planning, Revenue Forecasting, Financial Accounting, Return On Investment, Working Capital

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    J

    John Wiley & Sons

    Saving, Investing, Insurance, and Retirement Planning

    Skills you'll gain: Estate Planning, Portfolio Management, Investment Management, Asset Protection, Long Term Care, Portfolio Risk, Wealth Management, Financial Planning, Insurance Policies, Brokerage, Loss Prevention, Financial Market, International Finance, Asset Management, Real Estate, Property and Real Estate, Risk Management, Return On Investment, Risk Analysis, Growth Strategies

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Financial Analysis in Practice

    Skills you'll gain: Financial Modeling, Variance Analysis, Financial Statements, Revenue Forecasting, Budget Management, Financial Statement Analysis, Business Intelligence Software, Financial Forecasting, Power BI, Financial Analysis, Cash Flows, Cost Management, Spreadsheet Software, Balance Sheet, Financial Reporting, Microsoft Excel, Dashboard, Data Visualization, Key Performance Indicators (KPIs), Business Intelligence

    3.7
    Rating, 3.7 out of 5 stars
    ·
    7 reviews

    Intermediate · Specialization · 1 - 3 Months

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

    EDUCBA

    Budgetary Control and Financial Planning

    Skills you'll gain: Budget Management, Variance Analysis, Budgeting, Cost Control, Cash Management, Operating Budget, Cash Flow Forecasting, Fiscal Management, Cash Flows, Cost Management, Production Planning, Operating Cost, Cost Accounting, Financial Planning

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Foundational Finance for Strategic Decision Making

    Skills you'll gain: Financial Modeling, Market Data, Financial Statement Analysis, Financial Analysis, Cash Flows, Loans, Financial Statements, Finance, Portfolio Risk, Risk Management, General Finance, Portfolio Management, Return On Investment, Business Valuation, Corporate Finance, Capital Budgeting, Mortgage Loans, Excel Formulas, Equities, Investments

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Pearson

    Foundations of Financial Management

    Skills you'll gain: Business Management, Business Ethics, International Finance, Financial Management, Finance, Corporate Finance, General Finance, Organizational Structure, Ethical Standards And Conduct, Governance, Financial Planning, Financial Market, Stakeholder Management

    Beginner · Course · 1 - 4 Weeks

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

    Madecraft

    Planning for Retirement

    Skills you'll gain: Wealth Management, Action Oriented, Investments, Portfolio Management, Financial Planning, Income Tax, Tax Planning, Tax Management, Goal Setting, Planning, Investment Management, Portfolio Risk, Income Statement, Benchmarking, Account Strategy, Financial Management, Prioritization, Cash Management, Estimation

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    J

    John Wiley & Sons

    Building Business Models and Financial Strategies

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Business Planning, Business Modeling, Financial Forecasting, Strategic Decision-Making, Corporate Strategy, Budgeting, Strategic Thinking, Financial Acumen, Business Strategies, Financial Analysis, Business Acumen, Business Strategy, Financial Reporting, Income Statement, Financial Planning, Strategic Planning, Financial Modeling, Business Marketing

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Portfolio Management and Factor Investing

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Investments, Asset Management, Financial Market, Risk Management, Risk Modeling, Finance, Risk Analysis, Financial Forecasting, Forecasting, Financial Analysis, Correlation Analysis, Benchmarking, Variance Analysis

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Excel: Build Financial Budgets Fast

    Skills you'll gain: Spreadsheet Software, Financial Data, Excel Formulas, Budget Management, Microsoft Excel, Budgeting, Financial Analysis, Operating Budget, Data Cleansing, Financial Modeling, Consolidation, Cost Management, Data Integration, Data-Driven Decision-Making, Financial Reporting

    Intermediate · Course · 1 - 4 Weeks

1…456…625

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

  • Improving Financial Planning with Oracle EPM: Coursera
  • Financial Markets, Interest Rates, and Financial Statements: Pearson
  • Financial Performance & Short-Term Planning: Pearson
  • Saving, Investing, Insurance, and Retirement Planning: John Wiley & Sons
  • Financial Analysis in Practice: Coursera
  • Budgetary Control and Financial Planning: EDUCBA
  • Foundational Finance for Strategic Decision Making: University of Michigan
  • Foundations of Financial Management: Pearson
  • Planning for Retirement: Madecraft
  • Building Business Models and Financial Strategies: John Wiley & Sons

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