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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

    Copenhagen Business School

    Digital Competition in Financial Services

    Skills you'll gain: Technology Strategies, FinTech, Digital Transformation, Financial Services, Business Strategy, Financial Regulations, Market Dynamics, Computing Platforms, Competitive Analysis, Business Modeling, Innovation, Governance

    ★ 4.6 (1K) · Beginner · Course · 1 - 3 Months

  • S

    Saïd Business School, University of Oxford

    AI Fundamentals in Financial Services

    Skills you'll gain: Machine Learning Methods, Financial Services, Artificial Intelligence, Responsible AI, FinTech, Financial Data, Decision Intelligence, Financial Regulation, Banking, Fraud detection, Machine Learning, Unsupervised Learning, Data Ethics, Natural Language Processing, AI Personalization, Deep Learning, Credit Risk, Reinforcement Learning, Algorithms, Data Management

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

  • C

    Coursera

    Budgeting & Visualize Financial Variances

    Skills you'll gain: Variance Analysis, Dashboard Creation, Dashboard, Budget Management, Data Storytelling, Financial Reporting, Business Metrics, Financial Acumen, Spreadsheet Software, Financial Analysis, Budgeting, Data Presentation, Business Reporting, Financial Data, Data Visualization, Cost Management, Management Reporting, Financial Forecasting

    Intermediate · Course · 1 - 4 Weeks

  • S

    Skillshare

    ChatGPT for Content Creation and Planning

    Skills you'll gain: Prompt Patterns, Content Optimization, AI powered creativity, Digital Publishing, AI Personalization, Driving engagement, AI literacy, Process Optimization, Business Process Automation, LLM Application, Business Process

    ★ 4.2 (18) · Beginner · Specialization · 1 - 3 Months

  • U

    University of Colorado Boulder

    Planning with Climate Change in Mind

    Skills you'll gain: Climate Change Adaptation, Environmental Issue, Corporate Sustainability, Environmental Resource Management, Climate Change Mitigation, Social Impact, Mitigation, Sustainable Systems, Community Development, Community Outreach, Water Resource Management, Risk Analysis, Environmental Science, Vulnerability, Case Studies

    ★ 4.9 (83) · Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    BIM Fundamentals: Smarter Building Design & Planning

    Skills you'll gain: Autodesk Revit, Building Information Modeling, Document Management, Autodesk, Construction, Engineering Documentation, Architecture and Construction, Building Design, Model Based Systems Engineering, Collaborative Software, Project Coordination, Computer-Aided Design, Digital Transformation, Architectural Design, Construction Management, Collaboration, Information Management, Data Modeling, Coordination, Data Visualization

    ★ 4.2 (17) · Beginner · Course · 1 - 4 Weeks

  • B

    Board Infinity

    Scrum Fundamentals and Industry Planning Techniques

    Skills you'll gain: Sprint Planning, Sprint Retrospectives, Agile Methodology, Backlogs, Agile Project Management, Estimation, Capacity Planning, Project Estimation, Coordinating, Meeting Facilitation, Dependency Analysis, Goal Setting, Capacity Management, Cross-Functional Team Leadership, Collaboration, Stakeholder Management, Team Building, Risk Mitigation

    Beginner · Course · 1 - 4 Weeks

  • P

    Packt

    Planning & Control with Oracle Primavera PPM Professional

    Skills you'll gain: Earned Value Management, Project Controls, Project Planning, Project Performance, Project Management Software, Cost Management, Project Portfolio Management, Budget Management, Performance Reporting, Expense Management, Process Improvement and Optimization, Report Writing, Administration, System Configuration, Dependency Analysis, Data Visualization, User Accounts, Data Import/Export, Database Administration

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

  • E

    EDUCBA

    Financial Risk Analysis for Credit Ratings

    Skills you'll gain: Financial Analysis, Portfolio Risk, Credit Risk, Financial Statement Analysis, Financial Statements, Portfolio Management, Investment Management, Risk Management, Project Finance, Business Risk Management, Financial Services, Risk Analysis, Finance, Balance Sheet, Financial Systems, Investments, Banking, Financial Planning, Market Liquidity, Quality Assessment

    Mixed · Course · 1 - 4 Weeks

  • D

    Duke University

    Risk Management and Financial Theory

    Skills you'll gain: Risk Management, Business Risk Management, Credit Risk, Risk Mitigation, Stakeholder Communications, Operational Risk, Proposal Development, Risk Analysis, Finance, Business Planning, Stakeholder Management, Stakeholder Engagement, Business Strategies, Financial Analysis, Organizational Strategy, Strategic Thinking, Strategic Decision-Making

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

  • N

    Northeastern University

    Planning and Managing Information Systems Dev: Assessment

    Skills you'll gain: Information Systems

    Mixed · Course · 1 - 4 Weeks

  • C

    Creo Incubator

    Financial Literacy & Fundraising Readiness

    Skills you'll gain: Entrepreneurial Finance, Financial Acumen, Accounting, Financial Analysis, Financial Statements, Mergers & Acquisitions, Financial Modeling, Business Valuation, Financial Statement Analysis, General Finance, Financial Data, Return On Investment, General Accounting, Financial Forecasting, Due Diligence, Investments, Private Equity, Entrepreneurship, Fundraising, Capital Markets

    Intermediate · Course · 1 - 4 Weeks

1…272829…545

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

  • Digital Competition in Financial Services: Copenhagen Business School
  • AI Fundamentals in Financial Services: Saïd Business School, University of Oxford
  • Budgeting & Visualize Financial Variances: Coursera
  • ChatGPT for Content Creation and Planning: Skillshare
  • Planning with Climate Change in Mind: University of Colorado Boulder
  • BIM Fundamentals: Smarter Building Design & Planning: Coursera
  • Scrum Fundamentals and Industry Planning Techniques: Board Infinity
  • Planning & Control with Oracle Primavera PPM Professional: Packt
  • Financial Risk Analysis for Credit Ratings: EDUCBA
  • Risk Management and Financial Theory: Duke University

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