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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
    E

    EDUCBA

    PMI-ACP Exam Prep: Agile Foundations & Planning

    Intermediate · Course · 1 - 4 Weeks

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

    Packt

    Managing Financial Accounts, Products, and Services

    Skills you'll gain: Inventory Management, Inventory Management System, Inventory Control, Accounting Software, Sales Tax, Small Business Accounting, Business Reporting, Financial Reporting, Management Reporting, General Ledger, Inventory Accounting, Credit/Debit Card Processing, Accounting Records, Accounting, Account Management, Financial Accounting, Tax Management

    Intermediate · Course · 1 - 4 Weeks

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

    EDUCBA

    Financial Risk Management and Market Analysis

    Skills you'll gain: Derivatives, Enterprise Risk Management (ERM), Risk Management Framework, Financial Market, Risk Management, Futures Exchange, Risk Analysis, Financial Services, Financial Trading, Credit Risk, Operational Risk, Market Liquidity, Financial Analysis, Risk Mitigation, Correlation Analysis, Investment Management, Quantitative Research, Probability & Statistics, Market Dynamics, Probability

    Mixed · Course · 1 - 3 Months

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

    John Wiley & Sons

    Project Planning: Scheduling, Scope, and Team Building

    Skills you'll gain: Sprint Planning, Team Motivation, Project Schedules, Project Estimation, Project Scoping, Team Performance Management, Project Management, Team Building, Project Planning, Team Management, Work Breakdown Structure, Scheduling, Agile Project Management, Scope Management, Project Coordination, Estimation, Cost Estimation, Agile Methodology, Leadership, Risk Management

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Analyze Investment Banking & Financial Market Systems

    Skills you'll gain: Banking Services, Investments, Financial Regulations, Investment Management, Financial Sales, Financial Trading, Financial Analysis, Bank Regulations, Economic Development, Law, Regulation, and Compliance, Behavioral Economics, Brokerage, Market Analysis, Securities Trading, Asset Management, Mergers & Acquisitions, Underwriting

    5
    Rating, 5 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Facebook Planning: Manage Content Like a Pro

    Skills you'll gain: Content Scheduling, Facebook, Content Development and Management, Content Strategy, Social Media Content, Content Creation, Social Media Management, Drive Engagement, Driving engagement, Content Management, Calendar Management, Social Media, Digital Marketing Tools, Productivity Software, Google Workspace, Content Performance Analysis, Workflow Management, Customer Engagement, Live Streaming

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Financial Statement and Ratio Analysis for Accountants

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Accounting, Accounting, Financial Reporting, Balance Sheet, Income Statement, General Accounting, Generally Accepted Accounting Principles (GAAP), Finance, Financial Forecasting, Equities, Annual Reports, Return On Investment, Business Valuation

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    111 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Financial Ratios: Analyze & Apply Key Metrics

    Skills you'll gain: Variance Analysis, Accounting, Financial Statements, Business Metrics, Financial Statement Analysis, Financial Acumen, Financial Analysis, General Accounting, Standard Accounting Practices, Performance Measurement, Generally Accepted Accounting Principles (GAAP), Financial Data, Cash Flows, Balance Sheet, Spreadsheet Software, Gross Profit, Performance Metric, Key Performance Indicators (KPIs), Excel Formulas, Benchmarking

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Digital Transformation of Financial Services - Capstone Project

    Skills you'll gain: Case Studies, Financial Services, Digital Transformation, Banking, FinTech, Competitive Analysis, Analysis, Business Analysis, Technology Strategies, Innovation, Business Transformation, Concision

    4.5
    Rating, 4.5 out of 5 stars
    ·
    184 reviews

    Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    Fundamentals of Risk Management & Financial Analysis

    Skills you'll gain: Operational Risk, Predictive Modeling, Risk Modeling, Risk Analysis, Probability, Statistical Methods, Statistical Analysis, Financial Analysis, Credit Risk, Financial Management, Financial Data, Risk Management, Probability Distribution, Statistical Hypothesis Testing, Finance, Analysis, Probability & Statistics, Statistics, Variance Analysis, Decision Making

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    S

    SkillsBooster Academy

    Fundamentals of Gen AI Financial Analysis

    Skills you'll gain: Responsible AI, Generative AI Agents, Generative AI, AI literacy, Financial Analysis, Financial Data, Financial Modeling, Financial Statement Analysis, Financial Forecasting, AI Workflows, Stakeholder Communications, Financial Trading, Business Workflow Analysis, Financial Services, AI Enablement, AI Integrations, Financial Systems, LLM Application, Financial Regulation, Business Valuation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Financial & Technical Skills for Business Success

    Skills you'll gain: Blogs, Spreadsheet Software, Financial Statements, Financial Statement Analysis, Financial Acumen, Excel Formulas, Microsoft Excel, Financial Analysis, Content Marketing, Balance Sheet, Financial Data, Analysis, Web Presence

    Beginner · Course · 1 - 3 Months

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

  • PMI-ACP Exam Prep: Agile Foundations & Planning: EDUCBA
  • Managing Financial Accounts, Products, and Services: Packt
  • Financial Risk Management and Market Analysis: EDUCBA
  • Project Planning: Scheduling, Scope, and Team Building: John Wiley & Sons
  • Analyze Investment Banking & Financial Market Systems: EDUCBA
  • Facebook Planning: Manage Content Like a Pro: Coursera
  • Financial Statement and Ratio Analysis for Accountants: University of Illinois Urbana-Champaign
  • Financial Ratios: Analyze & Apply Key Metrics: Coursera
  • Digital Transformation of Financial Services - Capstone Project: Copenhagen Business School
  • Fundamentals of Risk Management & Financial Analysis: EDUCBA

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