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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


  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Financial Accounting: Foundations

    Skills you'll gain: Revenue Recognition, Accrual Accounting, Financial Statements, Accruals, Accounting, Financial Accounting, Accounting Records, Inventory Accounting, Accounts Receivable, Balance Sheet, Financial Reporting

    Build toward a degree

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

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    G

    Google

    AI for Brainstorming and Planning

    Skills you'll gain: AI literacy, Product Planning, Generative AI, Artificial Intelligence, AI Personalization, Google Workspace

    4.8
    Rating, 4.8 out of 5 stars
    ·
    898 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Corporate Finance Institute

    Financial Modeling and Analysis

    Skills you'll gain: Business Strategy, Financial Statement Analysis, Business Strategies, Corporate Strategy, Financial Modeling, Annual Reports, Financial Analysis, Financial Statements, Strategic Thinking, Organizational Strategy, Financial Reporting, Competitive Analysis, Business, Business Management, Financial Acumen, Business Modeling, Strategic Decision-Making, Operational Analysis, Financial Forecasting, Business Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    62 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Financial Markets

    Skills you'll gain: Financial Regulations, Investment Banking, Financial Market, Financial Systems, Risk Management, Financial Regulation, Securities (Finance), Portfolio Risk, Financial Management, Financial Services, Financial Industry Regulatory Authorities, Capital Markets, Finance, Equities, Banking, Portfolio Management, Investments, Bank Regulations, Behavioral Economics, Governance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    32K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Supply Chain Planning

    Skills you'll gain: Supply Chain Planning, Demand Planning, Customer Demand Planning, Supply Chain Management, Supply Chain, Capacity Planning, Materials Management, Forecasting, Material Requirements Planning, Performance Measurement, Microsoft Excel, Communication Planning, Excel Formulas, Performance Metric, Capacity Management, Data-Driven Decision-Making, Statistical Methods, Key Performance Indicators (KPIs), Data Analysis, Meeting Facilitation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    351 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    S

    Starweaver

    Financial Modeling Fundamentals

    Skills you'll gain: Financial Modeling, Microsoft Excel, Financial Statement Analysis, Financial Analysis, Revenue Forecasting, Financial Statements, Excel Formulas, Financial Accounting, Financial Forecasting, Business Modeling, Cash Flows, Cash Flow Forecasting, Balance Sheet, Finance, Forecasting, Capital Expenditure, Data Validation, Accounting, Working Capital, Operational Excellence

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    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, Performance Reporting, Financial Auditing, Capital Budgeting, Financial Controls, Financial Reporting, Operating Budget, Financial Analysis, Report Writing, Process Improvement, Banking Services, Financial Data

    4.2
    Rating, 4.2 out of 5 stars
    ·
    6 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Understanding Financial Markets

    Skills you'll gain: Financial Systems, Financial Market, Capital Markets, Portfolio Management, Investments, Market Dynamics, Securities (Finance), Equities, Investment Management, Investment Banking, Portfolio Risk, Financial Policy, Economics, Risk Analysis, Banking, Risk Management, Return On Investment, Financial Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    L

    London Business School

    Fundamentals of Financial Analysis

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Financial Statements, Balance Sheet, Financial Reporting, Income Statement, Return On Investment, Accounting, Investments, Cash Flows

    4.5
    Rating, 4.5 out of 5 stars
    ·
    127 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Business and Financial Modeling

    Skills you'll gain: Risk Modeling, Risk Management, Cash Flow Forecasting, Business Modeling, Mathematical Modeling, Data-Driven Decision-Making, Statistical Modeling, Portfolio Management, Forecasting, Regression Analysis, Financial Modeling, Risk Analysis, Data Modeling, Business Analytics, Data Presentation, Quantitative Research, Presentations, Spreadsheet Software, Predictive Modeling, Microsoft Excel

    4.5
    Rating, 4.5 out of 5 stars
    ·
    11K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Global Financial Markets and Instruments

    Skills you'll gain: Financial Market, Investments, Securities (Finance), Financial Systems, Investment Management, Securities Trading, General Finance, Capital Markets, Equities, Financial Trading, Finance, Portfolio Management, Derivatives, Corporate Finance, Business Mathematics, Cash Flows

    4.5
    Rating, 4.5 out of 5 stars
    ·
    2.2K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Financial Modeling & Valuation with Excel

    Skills you'll gain: Microsoft Excel, Excel Formulas, Pivot Tables And Charts, Working Capital, Cash Flows, Income Statement, Financial Analysis, Financial Accounting, Revenue Recognition, Business Valuation, Generally Accepted Accounting Principles (GAAP), Equities, Business Reporting, Spreadsheet Software, Data Visualization, Capital Expenditure, Interactive Data Visualization, Financial Modeling, Finance, Corporate Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    168 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Financial Accounting: Foundations: University of Illinois Urbana-Champaign
  • AI for Brainstorming and Planning: Google
  • Financial Modeling and Analysis: Corporate Finance Institute
  • Financial Markets: Yale University
  • Supply Chain Planning: University of California, Irvine
  • Financial Modeling Fundamentals: Starweaver
  • Applied Financial Analysis: Coursera
  • Understanding Financial Markets: University of Geneva
  • Fundamentals of Financial Analysis: London Business School
  • Business and Financial Modeling: University of Pennsylvania

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