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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


  • Status: Free Trial
    Free Trial
    T

    The University of Melbourne

    Essentials of Corporate Finance

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Statements, Corporate Finance, Financial Management, Portfolio Risk, Accounting, Financial Systems, Financial Modeling, Investments, Capital Markets, Market Liquidity, Balance Sheet, Derivatives, Financial Market, Income Statement, Financial Data, Financial Reporting, Business Valuation, International Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Project Sales: Excel Forecasting Functions

    Skills you'll gain: Financial Forecasting, Forecasting, Microsoft Excel, Business Planning, Excel Formulas, Time Series Analysis and Forecasting, Trend Analysis, Strategic Decision-Making, Revenue Forecasting, Predictive Modeling, Data-Driven Decision-Making, Sales Management, Data Analysis, Technical Communication, Financial Modeling, Performance Metric

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI Cybersecurity & Privacy for Leaders

    Skills you'll gain: Prompt Engineering, AI Security, ChatGPT, Prompt Patterns, Generative AI, Crisis Management, LLM Application, Productivity, Incident Response, Responsible AI, OpenAI, AI Personalization, AI Enablement, Data Ethics, Artificial Intelligence, Large Language Modeling, Business Ethics, Information Privacy, Threat Modeling, Cybersecurity

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Think like a CFO

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Market, Income Statement, Corporate Finance, Accounting, Financial Management, Cash Flows, Balance Sheet, Financial Acumen, Financial Modeling, Accrual Accounting, Financial Accounting, Financial Data, Financial Analysis, Management Accounting, Capital Budgeting, Finance, Equities, Business Valuation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6.4K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Investment and Portfolio Management

    Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Market, Investments, Securities (Finance), Financial Systems, Securities Trading, Asset Management, Behavioral Economics, Capital Markets, Investment Management, Equities, Performance Measurement, Finance, Financial Services, Performance Analysis, Risk Management, Return On Investment, Market Liquidity, Derivatives

    4.5
    Rating, 4.5 out of 5 stars
    ·
    2.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM Business Analyst

    Skills you'll gain: Risk Mitigation, Business Analysis, Business Process Modeling, Data Storytelling, Risk Analysis, Project Scoping, Process Flow Diagrams, Stakeholder Analysis, Process Optimization, Requirements Management, Prompt Engineering, Risk Management, Stakeholder Management, Digital Transformation, Interactive Data Visualization, Responsible AI, Excel Formulas, Microsoft Excel, Business Analytics, Process Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    14K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Introduction to Corporate Finance

    Skills you'll gain: Return On Investment, Capital Budgeting, Finance, Capital Expenditure, Forecasting, Cash Flow Forecasting, Financial Modeling, Financial Analysis, Cost Benefit Analysis, Financial Management, Financial Acumen, Corporate Finance, Business Valuation, Cash Flows, Risk Analysis, Depreciation, Loans, Working Capital

    4.6
    Rating, 4.6 out of 5 stars
    ·
    6.4K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Construction Management

    Skills you'll gain: Project Schedules, Construction Management, Construction Estimating, Project Finance, Cost Estimation, Punch Work, Construction, Project Risk Management, Bidding, Building Information Modeling, Scheduling, Cost Control, Environment Health And Safety, Project Closure, Lean Methodologies, Timelines, Real Estate, Finance, Business Transformation, Innovation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Digital Marketing

    Skills you'll gain: Customer Engagement, Marketing Strategy and Techniques, Online Advertising, Web Analytics and SEO, MarTech, Data Architecture, Social Media Marketing, Search Engine Optimization, Marketing Automation, Marketing Channel, Content Strategy, Performance Analysis, Consumer Behaviour, Driving engagement, Marketing Planning, Digital Transformation, Customer Insights, Emerging Technologies, Experimentation, Data Visualization

    4.7
    Rating, 4.7 out of 5 stars
    ·
    23K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Columbia University

    Economics of Money and Banking

    Skills you'll gain: International Finance, Derivatives, Financial Systems, Balance Sheet, Financial Market, Payment Systems, Banking, Capital Markets, Economics, Market Liquidity, Financial Regulation, Finance, Market Dynamics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.7K reviews

    Mixed · Course · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Forecast Cash: Liquidity & Deficits

    Skills you'll gain: Cash Flow Forecasting, Cash Management, Cash Flows, Financial Forecasting, Working Capital, Accounting and Finance Software, QuickBooks (Accounting Software), Financial Modeling

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    Project Execution: Running the Project

    Skills you'll gain: Quality Management, Project Closure, Team Management, Project Management, Project Management Life Cycle, Quality Assurance, Team Leadership, Project Controls, Project Implementation, Project Risk Management, Data Storytelling, Project Documentation, Continuous Improvement Process, Stakeholder Communications, Data-Driven Decision-Making, Process Improvement, Risk Management, Meeting Facilitation, Strategic Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    10K reviews

    Beginner · Course · 1 - 3 Months

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

  • Essentials of Corporate Finance: The University of Melbourne
  • Project Sales: Excel Forecasting Functions: Coursera
  • Generative AI Cybersecurity & Privacy for Leaders: Vanderbilt University
  • Think like a CFO: IESE Business School
  • Investment and Portfolio Management: Rice University
  • IBM Business Analyst: IBM
  • Introduction to Corporate Finance: University of Pennsylvania
  • Construction Management: Columbia University
  • Digital Marketing: University of Illinois Urbana-Champaign
  • Economics of Money and Banking: Columbia University

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