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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

    Analyze Financial Models: Scenarios and Sensitivity

    Skills you'll gain: Strategic Decision-Making, Microsoft Excel, Financial Modeling, Case Studies, Financial Analysis, Risk Analysis, Strategic Thinking, Financial Forecasting, Analysis, Business Analysis, Spreadsheet Software, Risk Modeling, Financial Data, Data-Driven Decision-Making, Scenario Testing, Risk Management, Forecasting, Data Presentation, Presentations

    Intermediate · Course · 1 - 4 Weeks

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

    EDUCBA

    IFRS Segment Reporting and Financial Analysis

    Skills you'll gain: Financial Statement Analysis, International Financial Reporting Standards, Financial Reporting, Financial Statements, Performance Reporting, Financial Analysis, Business Reporting, Management Reporting, Financial Accounting, Operational Analysis, Generally Accepted Accounting Principles (GAAP), Annual Reports, Depreciation, Intercompany Accounting, Revenue Recognition, Finance

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • R

    Rice University

    Personal Leadership Development Planning and Leading High Performing Teams

    Skills you'll gain: Smart Goals, Team Motivation, Motivational Skills, Team Management, Team Performance Management, Goal Setting, Leadership Development, Team Leadership, Professional Development, Leadership, People Development, Personal Development, Team Building, Emotional Intelligence, Self-Awareness, Gap Analysis, Prioritization

    ★ 4.7 (244) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Automate Financial Analysis with AI Pipelines

    Skills you'll gain: Model Evaluation, Model Training, Forecasting, Financial Data, Financial Forecasting, Performance Metric, Financial Analysis, Credit Risk, AI Integrations, Applied Machine Learning, AI Workflows, Data Pipelines, Artificial Neural Networks, Automation

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • V

    Vanderbilt University

    ChatGPT Meal Planning: Effortlessly Plan and Cook with AI

    Skills you'll gain: Meal Planning And Preparation, AI Personalization, ChatGPT, Cooking, Calendar Management, Generative AI, Creative Thinking, Generative AI Agents, Prompt Engineering, AI Integrations

    ★ 4.8 (30) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • C

    Coursera

    Present Financial Models: Storyboard to Success

    Skills you'll gain: Data Presentation, Data Visualization, Data Storytelling, Financial Modeling, Presentations, Data-Driven Decision-Making, Storytelling, Business Communication, Persuasive Communication

    Intermediate · Course · 1 - 4 Weeks

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

    Coursera

    Classify Financial Services: Apply Your Skills

    Skills you'll gain: Banking Services, Financial Services, Banking, Retail Banking, Analytical Skills, Deductive Reasoning, Financial Regulation, Analysis, Finance, Investment Banking, Asset Management, Company, Product, and Service Knowledge, Decision Making, Detail Oriented

    Intermediate · Course · 1 - 4 Weeks

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

    EDUCBA

    Financial Instrument Disclosures and Risk Analysis

    Skills you'll gain: Hedge Accounting, Credit Risk, Risk Management Framework, Financial Statements, Financial Statement Analysis, Financial Reporting, Risk Analysis, Financial Analysis, International Financial Reporting Standards, Market Liquidity, Risk Management, Analysis

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • K

    Kennesaw State University

    Organization Planning and Development for the 6 σ Black Belt

    Skills you'll gain: Lean Six Sigma, Six Sigma Methodology, Lean Methodologies, Process Improvement, Process Improvement and Optimization, Quality Improvement, Business Planning, Organizational Development, Change Management, Business Strategies, Organizational Strategy, Quality Management, Benchmarking, Leadership and Management, Performance Measurement, Strategic Thinking, Business Leadership, Cost Management, Business Metrics, Return On Investment

    ★ 4.5 (543) · Mixed · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Analyze Financial Markets with Tableau Dashboards

    Skills you'll gain: Dashboard Creation, Data Storytelling, Dashboard, Market Data, Data-Driven Decision-Making, Tableau Software, Data Presentation, Financial Market, Interactive Data Visualization, Financial Data, Financial Analysis, Storytelling, Business Intelligence, Data Analysis, Data Visualization, Data Visualization Software, Analytics, Trend Analysis

    Beginner · Course · 1 - 4 Weeks

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

    Saïd Business School, University of Oxford

    AI in Financial Services: Foundations through future trends

    Skills you'll gain: Risking, Machine Learning Methods, FinTech, Financial Inclusion, Financial Services, Responsible AI, Data Ethics, Artificial Intelligence, Data Sharing, Financial Regulation, Financial Systems, Data Governance, Application Programming Interface (API), Financial Data, Finance, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Innovation, General Data Protection Regulation (GDPR), Natural Language Processing

    ★ 4.7 (125) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    University of Illinois Urbana-Champaign

    Introduction to Finance: The Role of Financial Markets

    Skills you'll gain: Financial Market, Capital Budgeting, Financial Management, Finance, General Finance, Investments, Securities (Finance), Equities, Capital Markets, Decision Making, Return On Investment, Market Data, Risk Management, Cash Flows, Risk Analysis

    ★ 4.6 (100) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
    Category: Build toward a degree
    Build toward a degree
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In summary, here are 10 of our most popular financial planning courses

  • Analyze Financial Models: Scenarios and Sensitivity: Coursera
  • IFRS Segment Reporting and Financial Analysis: EDUCBA
  • Personal Leadership Development Planning and Leading High Performing Teams: Rice University
  • Automate Financial Analysis with AI Pipelines: Coursera
  • ChatGPT Meal Planning: Effortlessly Plan and Cook with AI: Vanderbilt University
  • Present Financial Models: Storyboard to Success: Coursera
  • Classify Financial Services: Apply Your Skills: Coursera
  • Financial Instrument Disclosures and Risk Analysis: EDUCBA
  • Organization Planning and Development for the 6 σ Black Belt: Kennesaw State University
  • Analyze Financial Markets with Tableau Dashboards: EDUCBA

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