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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


  • C

    Coursera

    Analysis, Budgeting, and Risk Management

    Skills you'll gain: Risk Modeling, Financial Modeling, Budgeting, Risk Analysis, Capital Budgeting, Risk Management, Portfolio Risk, Financial Analysis, Portfolio Management, Key Performance Indicators (KPIs), Operating Budget, Investments, Asset Management, Return On Investment, Market Data, Smart Goals, Financial Forecasting, Performance Measurement

    Intermediate · Course · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • C

    Coursera

    Advanced Excel Financial Modeling Risk Analysis & Auditing

    Advanced · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • C

    Coursera

    Applied Financial Analysis

    Skills you'll gain: Financial Modeling, Variance Analysis, Key Performance Indicators (KPIs), Bookkeeping, Financial Forecasting, Revenue Forecasting, Budget Management, Financial Statement Analysis, Business Reporting, Dashboard, Capital Budgeting, Financial Controls, Financial Reporting, Financial Analysis, Process Improvement, Financial Services, Financial Data, Investments, Predictive Analytics, Data-Driven Decision-Making

    Intermediate · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • C

    Coursera

    Financial Analysis in Practice

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

    ★ 3.7 (7) · Intermediate · Specialization · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • E

    EDUCBA

    Analyze Personal Finance and Private Wealth Strategies

    Skills you'll gain: Estate Planning, Portfolio Risk, Wealth Management, Risk Management, Portfolio Management, Investment Management, Tax Planning, Financial Planning, Asset Management, Risk Appetite, Personalized Service, Tax, Financial Analysis, Behavioral Economics, Financial Modeling, Simulation and Simulation Software

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • E

    EDUCBA

    Master Financial Budgeting and Forecasting

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • S

    SkillUp

    Safeguarding Against Financial Elder Abuse

    Skills you'll gain: Fraud detection, Personal Development, Financial Regulation, Financial Controls, Finance, Financial Planning, Emotional Intelligence, Financial Acumen, Communication

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Credit offered
    Credit offered
  • E

    EDUCBA

    Financial Statement Analysis & Corporate Finance Decisions

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Credit offered
    Credit offered
  • E

    EDUCBA

    Financial Markets & Investment Strategies Mastery

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Credit offered
    Credit offered
  • C

    Coursera

    Optimize Deep Learning: Stabilize and Diagnose Models

    Skills you'll gain: Keras (Neural Network Library), Failure Analysis, Root Cause Analysis, Process Improvement and Optimization, Performance Analysis

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    Mastering Money: Risk, Wealth, and Our Economy

    Skills you'll gain: Insurance, Portfolio Risk, Supply And Demand, Insurance Policies, Risk Management, Investments, Wealth Management, Risk Management Framework, Portfolio Management, Market Dynamics, Financial Planning, Investment Management, Finance, Economics, Asset Management, Financial Management, Economic Development, Behavioral Economics, Cost Benefit Analysis, Business Economics

    ★ 4.8 (3.3K) · Beginner · Specialization · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • 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, Enterprise Resource Planning, Fiscal Management, Budgeting, Data Management, Business Planning, Strategic Planning, Month End Closing, Strategic Decision-Making, Decision Making

    ★ 4.7 (11) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
1…456…469

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

  • Analysis, Budgeting, and Risk Management: Coursera
  • Advanced Excel Financial Modeling Risk Analysis & Auditing: Coursera
  • Applied Financial Analysis: Coursera
  • Financial Analysis in Practice: Coursera
  • Analyze Personal Finance and Private Wealth Strategies: EDUCBA
  • Master Financial Budgeting and Forecasting: EDUCBA
  • Safeguarding Against Financial Elder Abuse: SkillUp
  • Financial Statement Analysis & Corporate Finance Decisions: EDUCBA
  • Financial Markets & Investment Strategies Mastery: EDUCBA
  • Optimize Deep Learning: Stabilize and Diagnose Models: Coursera

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