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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
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    Microsoft

    Data-Driven Decision Making in Account Management

    Skills you'll gain: Budget Management, Account Strategy, Financial Management, Key Performance Indicators (KPIs), Account Management, Data Quality, Budgeting, Customer Data Management, Customer Analysis, Data Integrity, Performance Analysis, Analytics, Performance Metric, Data-Driven Decision-Making, Strategic Decision-Making, Power BI, Customer Insights, Sales Strategy, Data Analysis, Financial Analysis

    Advanced · Course · 1 - 4 Weeks

  • Status: New
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    Coursera

    Analyze and Transform Data with Spreadsheets

    Skills you'll gain: Data Transformation, Data Manipulation, Spreadsheet Software, Business Reporting, Financial Analysis, Financial Data, Data Cleansing, Excel Formulas, Microsoft Excel, Data-Driven Decision-Making, Budget Management, Trend Analysis, Data Analysis, Financial Reporting, Pivot Tables And Charts, Variance Analysis, Descriptive Analytics

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Coursera

    Estimate Agile Work with Story Points

    Skills you'll gain: Sprint Planning, User Story, Project Estimation, Scrum (Software Development), Agile Project Management, Agile Methodology, Forecasting, Jira (Software), Project Management Software, Stakeholder Communications

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    EDUCBA

    Master Branch Accounting: Analyze, Apply & Consolidate

    Skills you'll gain: Reconciliation, Inventory Accounting, Specialized Accounting, Accounting, Profit and Loss (P&L) Management, Financial Accounting, Financial Reporting, Auditing, Accounts Receivable, Consolidation, Balance Sheet, International Finance, Performance Analysis, Organizational Structure, Language Interpretation, Translation, and Studies

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    E

    EDHEC Business School

    Investment Management with Python and Machine Learning

    Skills you'll gain: Investment Management, Portfolio Management, Text Mining, Portfolio Risk, Asset Management, Network Analysis, Data Visualization Software, Investments, Machine Learning Methods, Return On Investment, Unstructured Data, Predictive Modeling, Web Scraping, Machine Learning, Social Network Analysis, Financial Statements, Applied Machine Learning, Financial Market, Financial Modeling, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    Coursera

    Bookkeeping Foundations and General Ledger Management

    Skills you'll gain: Month End Closing, Balancing (Ledger/Billing), Variance Analysis, Fraud detection, Expense Management, Bookkeeping, Generally Accepted Accounting Principles (GAAP), Record Keeping, Reconciliation, Income Statement, Data Validation, Payroll Systems, Financial Statements, Payroll Processing, Business Metrics, Financial Analysis, General Ledger, Financial Reporting, Accounts Payable, Data Entry

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    Logical Operations

    Project Management: Applying Predictive and Adaptive Methods

    Skills you'll gain: Cost Management, Project Risk Management, Project Schedules, Project Closure, Project Performance, Cost Estimation, Project Management, Project Scoping, Project Planning, Scope Management, Team Leadership, Sprint Planning, Agile Project Management, Vendor Management, Change Control, Communication Planning, Sprint Retrospectives, Leadership, Conflict Management, Leadership Development

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
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    New York Institute of Finance

    Introduction to Risk Management

    Skills you'll gain: Risk Management, Business Risk Management, Risk Modeling, Operational Risk, Enterprise Risk Management (ERM), Credit Risk, Risk Analysis, Portfolio Management, Capital Markets, Financial Market, Financial Regulation, Financial Modeling, Market Liquidity, Probability Distribution

    4.7
    Rating, 4.7 out of 5 stars
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    839 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    U

    University of Washington

    Business English Communication Skills

    Skills you'll gain: Negotiation, Proposal Writing, Presentations, Sales Presentation, Verbal Communication Skills, Persuasive Communication, Event Planning, Peer Review, Business Communication, Business Writing, Taking Meeting Minutes, Public Speaking, Business Planning, Microsoft PowerPoint, Meeting Facilitation, Business Correspondence, Professional Networking, Data Visualization, English Language, Setting Appointments

    4.7
    Rating, 4.7 out of 5 stars
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    4.9K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    Macquarie University

    Structure, Funding and Negotiation For Startups

    Skills you'll gain: Intellectual Property, Governance, Value Propositions, Entrepreneurship, Due Diligence, Business Valuation, Negotiation, User Research, Business Strategies, Customer Insights, Business Planning, Business Development, Strategic Partnership, Product Knowledge, Business Modeling, Regulation and Legal Compliance, Fundraising, Financial Analysis, Relationship Building, Stakeholder Management

    Beginner · Course · 1 - 3 Months

  • Status: New
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    C

    Coursera

    Analyze Spend: Uncover Hidden Cost Savings

    Skills you'll gain: Data Storytelling, Pivot Tables And Charts, Spreadsheet Software, Data-Driven Decision-Making, Data Analysis, Data Cleansing, Data Manipulation, Financial Data, Excel Formulas, Expense Management, Cost Reduction, Cost Management, Financial Reporting

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    EDUCBA

    Master Repo Accounting: Analyze & Apply Key Principles

    Skills you'll gain: Financial Reporting, Technical Accounting, Accounting, Generally Accepted Accounting Principles (GAAP), Investments, Balance Sheet, Case Studies, Financial Accounting, Financial Statements, Securities (Finance), Financial Regulation, Compliance Reporting

    Beginner · Course · 1 - 4 Weeks

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

  • Data-Driven Decision Making in Account Management: Microsoft
  • Analyze and Transform Data with Spreadsheets: Coursera
  • Estimate Agile Work with Story Points: Coursera
  • Master Branch Accounting: Analyze, Apply & Consolidate: EDUCBA
  • Investment Management with Python and Machine Learning: EDHEC Business School
  • Bookkeeping Foundations and General Ledger Management: Coursera
  • Project Management: Applying Predictive and Adaptive Methods: Logical Operations
  • Introduction to Risk Management: New York Institute of Finance
  • Business English Communication Skills: University of Washington
  • Structure, Funding and Negotiation For Startups: Macquarie University

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