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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.

Popular Financial Planning Courses and Certifications


  • C

    Coursera

    Balance Financial Statements: The Flow

    Skills you'll gain: Financial Modeling, Financial Statements, Financial Statement Analysis, Excel Formulas, Balance Sheet, Financial Reporting, Financial Analysis, Microsoft Excel, Financial Data, Financial Forecasting, Financial Accounting, Cash Flows, Income Statement, Verification And Validation

    Advanced · Course · 1 - 4 Weeks

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

    SkillUp

    Safeguarding Against Financial Elder Abuse

    Skills you'll gain: Asset Protection, Loss Prevention, Fraud detection, Personal Development, Financial Controls, Finance, Risk Mitigation, Financial Planning, Emotional Intelligence, Financial Acumen, Communication

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Financial Statement Ratio Analysis Mastery

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Working Capital, Financial Analysis, Balance Sheet, Financial Reporting, Cash Flows, Income Statement, Business Metrics, Return On Investment, Gross Profit, Operational Analysis, International Finance, Performance Measurement, Equities, Operational Efficiency, Accounts Receivable, Asset Management

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • I

    Interactive Brokers

    ESG Investing: Financial Decisions in Flux

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Development, Market Data, Corporate Sustainability, Investment Management, Sustainability Standards, Sustainable Business, Environmental Regulations, Financial Market, Petroleum Industry, Investments, Data Ethics, Sustainability Reporting, Financial Data, Market Trend, Portfolio Management, Market Analysis, Business Ethics, Data Science, Risk Management

    ★ 4.5 (127) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Agile Sprint Planning and Delivery with Jira

    Skills you'll gain: Jira (Software), Sprint Retrospectives, Backlogs, Sprint Planning, Agile Methodology, Agile Project Management, User Story, Agile Product Development, Cross-Functional Collaboration, Timelines, Project Coordination, Continuous Improvement Process, Coordination, Project Planning, Accountability, Meeting Facilitation, Estimation

    Beginner · Course · 1 - 3 Months

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

    Coursera

    Advanced Programme Planning Phases Framework in ClickUp

    Skills you'll gain: Diagram Design, Program Development, Program Management, Process Management, Process Mapping, Process Development, Agile Methodology, Agile Project Management, Project Management Software, Business Modeling, Project Management

    ★ 5 (12) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • E

    EDUCBA

    Financial Markets: Efficiency, Risk & Charts

    Skills you'll gain: Technical Analysis, Market Trend, Financial Market, Portfolio Risk, Financial Trading, Portfolio Management, Financial Forecasting, Market Dynamics, Trend Analysis, Financial Analysis, Investment Management, Market Analysis, Risk Analysis, Probability & Statistics

    Mixed · Course · 1 - 4 Weeks

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

    University of Arizona

    Healthcare Accounting: Financial Statements & Revenue

    Skills you'll gain: Revenue Cycle Management, Value-Based Care, Gift Accounting, Insurance, Revenue Recognition, Insurance Policies, Medical Billing, Managed Care, Health Systems, Accounting, Health Care Administration, Non-Profit Accounting, Health Administration, Financial Reporting, Healthcare Industry Knowledge, Financial Accounting, Financial Statements, Payment Systems, Healthcare Project Management, Management Accounting

    Mixed · Course · 1 - 4 Weeks

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

    Creo Incubator

    Entrepreneurship: Financial Literacy & Fundraising Readiness

    Skills you'll gain: Entrepreneurial Finance, Business Strategy, Entrepreneurship, Financial Forecasting, Business Valuation, Fundraising, Mergers & Acquisitions, Financial Acumen, Finance, Presentations, Investments, Value Propositions, Market Analysis

    Advanced · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • J

    John Wiley & Sons

    Strategic Planning for Public and Nonprofit Organizations

    Skills you'll gain: Strategic Planning, Stakeholder Engagement, Strategic Leadership, Organizational Strategy, Plan Execution, Case Studies, Drive Engagement, Business Planning, Business Leadership, Stakeholder Management, Resource Allocation, Stakeholder Communications, Competitive Analysis, Strategic Thinking, Non-Profit Accounting, Strategic Decision-Making, Conflict Management, Public Administration, Leadership Development, Stakeholder Analysis

    Beginner · Specialization · 1 - 3 Months

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

    EDUCBA

    Risk Analysis for Business and Financial Decisions

    Skills you'll gain: Risk Analysis, Strategic Decision-Making, Strategic Thinking, Risk Management, Business Risk Management, Project Risk Management, Corporate Finance, Decision Making, Risk Management Framework, Strategic Leadership, Analysis, Financial Analysis, Feasibility Studies, Analytical Skills, Financial Management, Operational Risk, Finance, Business, Environment, Design

    Mixed · Course · 1 - 4 Weeks

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

    EDUCBA

    Merger Accounting and Financial Statements

    Skills you'll gain: Mergers & Acquisitions, Balance Sheet, Financial Statement Analysis, Accounting Records, Financial Statements, Technical Accounting, Financial Accounting, Consolidation, Financial Analysis, Accounting, Business Valuation

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
1…394041…620

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

  • Balance Financial Statements: The Flow: Coursera
  • Safeguarding Against Financial Elder Abuse: SkillUp
  • Financial Statement Ratio Analysis Mastery: EDUCBA
  • ESG Investing: Financial Decisions in Flux: Interactive Brokers
  • Agile Sprint Planning and Delivery with Jira: Coursera
  • Advanced Programme Planning Phases Framework in ClickUp: Coursera
  • Financial Markets: Efficiency, Risk & Charts: EDUCBA
  • Healthcare Accounting: Financial Statements & Revenue: University of Arizona
  • Entrepreneurship: Financial Literacy & Fundraising Readiness: Creo Incubator
  • Strategic Planning for Public and Nonprofit Organizations: John Wiley & Sons

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