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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


  • U

    University of Virginia

    Fundamentals of Project Planning and Management

    Skills you'll gain: Stakeholder Analysis, Planning, Project Planning, Earned Value Management, Project Risk Management, Scheduling, Stakeholder Management, Risk Management, Sprint Planning, Project Management, Project Scoping, Stakeholder Engagement, Project Management Life Cycle, Project Schedules, Project Implementation, Project Controls, Risk Mitigation, Risk Analysis, Project Performance, Cost Management

    ★ 4.7 (10K) · Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Investment Banking: Financial Analysis and Valuation

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Investment Banking, Financial Forecasting, Business Valuation, Financial Analysis, Financial Modeling, Cash Flow Forecasting, Financial Accounting, Revenue Forecasting, Financial Data, Mergers & Acquisitions, Income Statement, Balance Sheet, Corporate Finance, Forecasting, Cash Flows, Benchmarking

    ★ 4.5 (225) · Intermediate · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Banking and Financial Institutions

    Skills you'll gain: Financial Systems, Banking Services, Bank Regulations, Banking, Mobile Banking, Financial Regulation, Financial Services, Risk Management, Financial Regulations, Retail Banking, Financial Policy, Commercial Banking, Credit Risk, Finance, Payment Systems, General Finance, FinTech, Operational Risk, Financial Market, Business Modeling

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

  • C

    Columbia University

    Introduction to Financial Engineering and Risk Management

    Skills you'll gain: Financial Market, Securities (Finance), Derivatives, Mathematical Modeling, Applied Mathematics, Capital Markets, Futures Exchange, Finance, Financial Modeling, Risk Modeling, Probability, Risk Management, Probability Distribution, Model Optimization

    ★ 4.7 (323) · Intermediate · Course · 1 - 3 Months

  • U

    University of California, Irvine

    Finance for Non-Financial Professionals

    Skills you'll gain: Cash Management, Financial Statement Analysis, Cost Control, Financial Data, Cost Reduction, Budget Management, Cash Flows, Accounting, Finance, Financial Planning

    ★ 4.6 (4.6K) · Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Real Estate Financial Modeling

    Skills you'll gain: Revenue Forecasting, Financial Modeling, Financial Forecasting, Real Estate, Forecasting, Risk Management, Property and Real Estate, Investment Management, Financial Data, Risk Analysis, Risk Mitigation, Investments, Financial Analysis

    ★ 4.4 (72) · Beginner · Course · 1 - 4 Weeks

  • E

    Emory University

    Finance for Non-Financial Managers

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Income Statement, Balance Sheet, Finance, Financial Data, Risk Management, Microsoft Excel, Capital Budgeting, Spreadsheet Software, General Finance, Business Valuation, Cash Flows, Investments

    ★ 4.4 (475) · Intermediate · Course · 1 - 3 Months

  • C

    Columbia University

    Financial Engineering and Risk Management

    Skills you'll gain: Portfolio Management, Derivatives, Financial Market, Securities (Finance), Investment Management, Portfolio Risk, Asset Management, Credit Risk, Mortgage Loans, Mathematical Modeling, Investments, Applied Mathematics, Risk Modeling, Estimation, Capital Markets, Futures Exchange, Financial Modeling, Regression Analysis, Market Liquidity, Statistical Methods

    ★ 4.6 (424) · Intermediate · Specialization · 3 - 6 Months

  • C

    Copenhagen Business School

    Digital Transformation in Financial Services

    Skills you'll gain: FinTech, Technology Strategies, Payment Systems, Case Studies, Financial Services, Digital Transformation, International Finance, Payment Processing, Financial Systems, Mobile Banking, Banking Services, Banking, Innovation, Financial Regulation, Blockchain, Financial Regulations, Business Transformation, Financial Market, Competitive Analysis, Analysis

    ★ 4.4 (2K) · Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    Create a Financial Statement using Microsoft Excel

    Skills you'll gain: Financial Statements, Microsoft Excel, Excel Formulas, Balance Sheet, Ledgers (Accounting), Financial Statement Analysis, Financial Data, Income Statement, Bookkeeping, Financial Reporting, Data Entry, Financial Accounting, Profit and Loss (P&L) Management, Spreadsheet Software, Month End Closing

    ★ 4.5 (863) · Intermediate · Guided Project · Less Than 2 Hours

  • T

    The Hong Kong University of Science and Technology

    Python and Statistics for Financial Analysis

    Skills you'll gain: Statistical Inference, Portfolio Risk, Statistical Methods, Pandas (Python Package), Statistical Hypothesis Testing, Probability & Statistics, Risk Analysis, Financial Trading, Financial Data, Data Manipulation, Statistical Analysis, Feature Engineering, Regression Analysis, Financial Analysis, Jupyter, Financial Market, Market Data, Predictive Modeling, Python Programming, Data Visualization

    ★ 4.4 (4.6K) · Intermediate · Course · 1 - 4 Weeks

  • J

    Johns Hopkins University

    Sustainable Cities

    Skills you'll gain: Traffic Flow Optimization, Architectural Design, Sustainable Development, Stormwater Management, Building Codes, Community Development, Sustainable Systems, Land Development, Public Works, Sustainable Architecture, Landscape Architecture, Transportation Operations, Civil Engineering, Case Studies, Environmental Engineering, Building Design, Land Management, Sustainable Design, Environmental Science, Environment

    ★ 4.6 (510) · Intermediate · Specialization · 3 - 6 Months

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

  • Fundamentals of Project Planning and Management: University of Virginia
  • Investment Banking: Financial Analysis and Valuation: University of Illinois Urbana-Champaign
  • Banking and Financial Institutions: University of Illinois Urbana-Champaign
  • Introduction to Financial Engineering and Risk Management: Columbia University
  • Finance for Non-Financial Professionals: University of California, Irvine
  • Real Estate Financial Modeling: Coursera
  • Finance for Non-Financial Managers: Emory University
  • Financial Engineering and Risk Management: Columbia University
  • Digital Transformation in Financial Services: Copenhagen Business School
  • Create a Financial Statement using Microsoft Excel: Coursera

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