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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
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    Logical Operations

    Project Management: Planning Time, Cost, and Scope

    Skills you'll gain: Project Schedules, Work Breakdown Structure, Cost Estimation, Cost Management, Project Scoping, Scheduling, Budgeting, Project Planning, Timelines, Resource Management, Resource Allocation, Project Management, Time Management, Agile Project Management, Microsoft Excel, Microsoft Word, Microsoft Office, Team Leadership, Leadership, Leadership Development

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Models & Frameworks to Support Sales Planning

    Skills you'll gain: Sales Management, Sales Strategy, Customer Engagement, Sales Process, Sales, Sales Enablement, Sales Training, Customer Relationship Building, Business, Negotiation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    80 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    AI Fundamentals in Financial Services

    Skills you'll gain: Financial Services, Artificial Intelligence, Responsible AI, FinTech, Banking Services, Financial Regulation, Banking, Fraud detection, Machine Learning, Applied Machine Learning, Unsupervised Learning, Data Ethics, Natural Language Processing, AI Personalization, Deep Learning, Credit Risk, Reinforcement Learning, Big Data, Algorithms, Data Management

    4.7
    Rating, 4.7 out of 5 stars
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    54 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
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    E

    EDUCBA

    Advanced Corporate Accounting and Financial Reporting

    Skills you'll gain: Hedge Accounting, International Financial Reporting Standards, Financial Reporting, Business Valuation, Reconciliation, Consolidation, Intercompany Accounting, Regulation and Legal Compliance, Inventory Accounting, Technical Accounting, Financial Analysis, Financial Accounting, Mergers & Acquisitions, Financial Statement Analysis, Specialized Accounting, International Finance, Accounting, Tax Compliance, Capital Markets, Business Mathematics

    3.9
    Rating, 3.9 out of 5 stars
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    8 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    P

    Politecnico di Milano

    Project Management: Beyond planning and control

    Skills you'll gain: Organizational Structure, People Management, Project Management, Innovation, Team Management, Project Design, Project Coordination, Agile Project Management, Business Priorities, Business Process Management, Conflict Management, Change Management, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
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    198 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    U

    University of Cambridge

    Financial Accounting and Capital Markets

    Skills you'll gain: Accrual Accounting, Accruals, Financial Accounting, Financial Modeling, Accounting, Equities, Financial Market, Capital Markets, Financial Analysis, Sustainable Business, Depreciation, Financial Statements, Cash Flows, Loans, Profit and Loss (P&L) Management, Microsoft Excel, Strategic Decision-Making

    4.8
    Rating, 4.8 out of 5 stars
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    6 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
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    U

    University of Illinois Urbana-Champaign

    Advanced Financial Reporting: Accounting for Business Combinations and Preparation of Consolidated Financial Statements

    Skills you'll gain: Mergers & Acquisitions, Intercompany Accounting, Business Valuation, Financial Reporting, Technical Accounting, Consolidation, Financial Accounting, Generally Accepted Accounting Principles (GAAP), Business Reporting, International Financial Reporting Standards, Business, Financial Statements

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    255 reviews

    Advanced · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    E

    EDUCBA

    Master Automobile Budgeting: Analyze Financial Performance

    Skills you'll gain: Financial Data, Revenue Forecasting, Trend Analysis, Financial Analysis, Business Acumen, Budgeting, Financial Modeling, Performance Analysis, Cost Management, Financial Forecasting, Financial Statements, Variance Analysis, Operating Cost, Gross Profit

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Financial Data Analysis

    Skills you'll gain: Generative AI, Responsible AI, Financial Data, Complex Problem Solving, Microsoft Copilot, ChatGPT, Data-Driven Decision-Making, Data Analysis, Financial Analysis, Business Ethics, Data Visualization Software

    4.3
    Rating, 4.3 out of 5 stars
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    14 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Automated Financial Reporting

    Skills you'll gain: Prompt Engineering, Large Language Modeling, LLM Application, Google Gemini, Generative AI, AI Enablement, Financial Reporting, Anomaly Detection, OpenAI, ChatGPT, Auditing, Business Process Automation, Financial Analysis, Data Analysis

    4.9
    Rating, 4.9 out of 5 stars
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    27 reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Analyze Investment Banking & Financial Market Fundamentals

    Skills you'll gain: Financial Trading, Corporate Finance, Credit Risk

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Financial Statements in Power BI

    Skills you'll gain: Data Analysis Expressions (DAX), Snowflake Schema, Power BI, Financial Statements, Business Intelligence, Financial Reporting, Cash Flows, Microsoft Excel, Financial Data, Data Modeling, Balance Sheet, Income Statement, SQL

    4.7
    Rating, 4.7 out of 5 stars
    ·
    38 reviews

    Beginner · Course · 1 - 3 Months

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

  • Project Management: Planning Time, Cost, and Scope: Logical Operations
  • Models & Frameworks to Support Sales Planning : Fundação Instituto de Administração
  • AI Fundamentals in Financial Services: Saïd Business School, University of Oxford
  • Advanced Corporate Accounting and Financial Reporting: EDUCBA
  • Project Management: Beyond planning and control: Politecnico di Milano
  • Financial Accounting and Capital Markets: University of Cambridge
  • Advanced Financial Reporting: Accounting for Business Combinations and Preparation of Consolidated Financial Statements: University of Illinois Urbana-Champaign
  • Master Automobile Budgeting: Analyze Financial Performance: EDUCBA
  • GenAI for Financial Data Analysis: Coursera
  • GenAI for Automated Financial Reporting: Coursera

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