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  • Financial Planning

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.


More to explore:

Popular Financial Planning Courses and Certifications


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    U

    Universidad de los Andes

    Fundamentos de Finanzas Empresariales

    Skills you'll gain: Financial Statement Analysis, Finance, Financial Analysis, Income Statement, Capital Budgeting, Balance Sheet, Financial Modeling, Financial Management, Business Mathematics, Corporate Finance, Return On Investment, Microsoft Excel, Investment Management, Cash Flows, Business Metrics, Loans

    4.9
    Rating, 4.9 out of 5 stars
    ·
    4.9K reviews

    Beginner · Course · 1 - 3 Months

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    H

    HEC Paris

    Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers

    Skills you'll gain: Investment Management, Portfolio Management, Investments, Asset Management, Wealth Management, Financial Market, Risk Management, Financial Regulation, Product Lifecycle Management, Performance Analysis, Risk Analysis, Microsoft Excel

    4.6
    Rating, 4.6 out of 5 stars
    ·
    789 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    V

    Vanderbilt University

    Generative AI Strategic Leader

    Skills you'll gain: Prompt Engineering, ChatGPT, Generative AI Agents, Agentic Workflows, Prompt Patterns, AI Orchestration, Generative AI, Workflow Management, AI Enablement, Agentic systems, Strategic Decision-Making, Business Intelligence, Business Leadership, Data-Driven Decision-Making, Organizational Leadership, Automation, Strategic Planning, Talent Acquisition, Procurement, Planning

    4.8
    Rating, 4.8 out of 5 stars
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    8.8K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
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    U

    University of Michigan

    Introduction to Time Value of Money (TVM)

    Skills you'll gain: Loans, Finance, Microsoft Excel, Capital Budgeting, Financial Modeling, Financial Management, Financial Analysis, Business Mathematics, Spreadsheet Software, Cash Flows, Investments, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
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    958 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    I

    IESE Business School

    Finance for Managers

    Skills you'll gain: Financial Management, Financial Acumen, Financial Data, Management Accounting, Finance, Profit and Loss (P&L) Management, Business Metrics, Business Analysis

    4.8
    Rating, 4.8 out of 5 stars
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    1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Excel Skills for Business: Advanced

    Skills you'll gain: Excel Formulas, Dashboard, Microsoft Excel, Spreadsheet Software, Data Preprocessing, Data Literacy, Data Manipulation, Data Presentation, Excel Macros, Data Storytelling, Data Analysis Software, Business Analytics, Pivot Tables And Charts, Financial Forecasting, Analytical Skills, Advanced Analytics, Business Mathematics, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6.2K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    N

    New York Institute of Finance

    Introduction to Risk Management

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

    4.6
    Rating, 4.6 out of 5 stars
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    814 reviews

    Beginner · Course · 1 - 3 Months

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    G

    Goldman Sachs

    Fundamentals of Business Finance, with Goldman Sachs 10,000 Women

    Skills you'll gain: Financial Statements, Financial Acumen, Financial Statement Analysis, Income Statement, Balance Sheet, Financial Analysis, Small Business Accounting, Business Acumen, Financial Accounting, Entrepreneurial Finance, Business Metrics, Business Planning

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

    Mixed · Course · 1 - 4 Weeks

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    U

    University of Lausanne

    Accounting 1

    Skills you'll gain: Balance Sheet, Income Statement, Cash Flows, Financial Accounting, Financial Statements, Accounting, Financial Statement Analysis, Bookkeeping, Working Capital, General Accounting, Accrual Accounting, Financial Analysis, Ledgers (Accounting), Profit and Loss (P&L) Management, Accounts Payable and Receivable

    4.7
    Rating, 4.7 out of 5 stars
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    280 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Indian School of Business

    Trading Strategies in Emerging Markets

    Skills you'll gain: Financial Statements, Peer Review, Financial Statement Analysis, Financial Trading, Balance Sheet, Portfolio Management, Income Statement, Data Collection, Market Liquidity, Investment Management, Financial Analysis, Performance Analysis, Project Design, Market Analysis, Financial Market, Accruals, Business Planning, Securities Trading, Market Dynamics, Performance Measurement

    4.2
    Rating, 4.2 out of 5 stars
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    2.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    Status: Free Trial
    Free Trial
    A

    Airbus Beyond

    Demand Forecasting and Inventory Management

    Skills you'll gain: Order Management, Supply Chain Planning, Inventory Management, Demand Planning, Order Fulfillment, Supply Chain, Inventory Control Systems, Materials Management, Inventory Control, Production Planning, Supply Management, Supply Chain Systems, Production Schedule, Material Requirements Planning, Production Management, Risk Mitigation, Supply And Demand, Billing & Invoicing, Invoicing, Change Management

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidad Nacional Autónoma de México

    Finanzas personales

    Skills you'll gain: Insurance, Financial Planning, Wealth Management, Budgeting, Financial Management, Finance, Budget Management, Risk Management, Cash Management, Asset Management, Credit Risk, Loans, Investments, Expense Management, Consumer Behaviour

    4.8
    Rating, 4.8 out of 5 stars
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    9K reviews

    Mixed · Course · 1 - 3 Months

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

  • Fundamentos de Finanzas Empresariales : Universidad de los Andes
  • Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers: HEC Paris
  • Generative AI Strategic Leader: Vanderbilt University
  • Introduction to Time Value of Money (TVM): University of Michigan
  • Finance for Managers: IESE Business School
  • Excel Skills for Business: Advanced: Macquarie University
  • Introduction to Risk Management: New York Institute of Finance
  • Fundamentals of Business Finance, with Goldman Sachs 10,000 Women: Goldman Sachs
  • Accounting 1: University of Lausanne
  • Trading Strategies in Emerging Markets: Indian School of Business

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