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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


  • P

    Politecnico di Milano

    Project Management: Life cycle and project planning

    Skills you'll gain: Project Management Life Cycle, Project Management, Project Planning, Project Scoping, Scope Management, Project Schedules, Work Breakdown Structure, Workflow Management, Timelines, Organizational Skills, Scheduling, Organizational Structure, Resource Management, Matrix Management, Resource Allocation

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

  • E

    EDUCBA

    Analyze Financial Markets & Apply Investment Strategies

    Skills you'll gain: Investment Banking, Capital Markets, Financial Analysis, Statistics, Investment Management, Financial Management, Financial Market, Quantitative Research, Investments, Financial Acumen, Finance, Data Literacy, Banking, Analytical Skills, Statistical Methods, Communication Strategies, Probability & Statistics, Mergers & Acquisitions, Portfolio Management, Business

    ★ 4.8 (14) · Mixed · Course · 1 - 3 Months

  • E

    EDUCBA

    Financial Statement Analysis for Credit Decisions

    Skills you'll gain: Financial Statement Analysis, Working Capital, Financial Statements, Financial Analysis, Credit Risk, Lending and Underwriting, Financial Acumen, Commercial Lending, Financial Data, Corporate Finance, Accounts Payable and Receivable, Balance Sheet, Accounts Receivable, Cash Flows, Risk Analysis, Business Metrics, Competitive Analysis, Finance

    Mixed · Course · 1 - 4 Weeks

  • U

    University of Arizona

    Financial and Managerial Accounting in Healthcare

    Skills you'll gain: Operating Budget, Financial Analysis, Budgeting, Variance Analysis, Capital Budgeting, Budget Management, Fiscal Management, Capital Expenditure, Revenue Cycle Management, Cost Accounting, Management Accounting, Value-Based Care, Gift Accounting, Managed Care, Insurance, Accounting, Health Care Administration, Healthcare Industry Knowledge, Finance, Health Care

    Beginner · Specialization · 1 - 3 Months

  • P

    Politecnico di Milano

    Fundamentals of financial and management accounting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Accounting, Financial Reporting, Management Accounting, Financial Accounting, Financial Analysis, General Accounting, Balance Sheet, Capital Budgeting, Standard Accounting Practices, Cost Accounting, Income Statement, Cost Management, Cash Flows, Capital Expenditure, Decision Making

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

  • S

    Simplilearn

    Agile Estimation Planning and Tracking Training

    Skills you'll gain: User Story, Project Estimation, Sprint Planning, Agile Project Management, Agile Methodology, Estimation, Stakeholder Communications, Backlogs, Agile Product Development, Stakeholder Engagement, Stakeholder Management, Project Controls, Project Planning, Prioritization, Project Management, Forecasting, Release Management, Continuous Monitoring, Persona Development

    Beginner · Course · 1 - 3 Months

  • H

    Harvard Business Review

    Lead for Results: From Planning to Execution

    Skills you'll gain: Performance Analysis, Process Analysis, Goal Setting, Delegation Skills, Performance Measurement, Project Management, Meeting Facilitation, Time Management, Team Performance Management, Goal-Oriented, Project Risk Management, Project Coordination, Productivity, Leadership, Conflict Management, Negotiation, Prioritization, Planning, Organizational Strategy, Organizational Development

    ★ 4.9 (14) · Intermediate · Specialization · 1 - 3 Months

    Category: Hot New Release
    Hot New Release
  • E

    EDUCBA

    Analyze Investment Banking Fundamentals & Financial Deals

    Skills you'll gain: Investment Banking, Mergers & Acquisitions, Market Analysis, Investments, Financial Services, Financial Market, Capital Markets, Financial Analysis, Market Research, Financial Trading, Corporate Finance, Business Strategies, Sales

    Mixed · Course · 1 - 4 Weeks

  • N

    Northeastern University

    Planning and Managing Information Systems Development Part 2

    Skills you'll gain: Enterprise Architecture, Stakeholder Engagement, Resource Management, Project Risk Management, Risk Management, Stakeholder Management, Information Technology Architecture, Procurement, Resource Planning, Resource Allocation, IT Management, Risk Analysis, Purchasing, Project Management, Information Systems, Communication Planning, Management Information Systems, Risk Mitigation, Stakeholder Communications, Communication Strategies

    Mixed · Course · 1 - 3 Months

  • U

    University of Colorado System

    Planning, HUDs, and Spawners in GameMaker

    Skills you'll gain: Video Game Development, Game Design, Unity Engine, Unreal Engine, Program Development, No-Code Development, User Interface (UI)

    Beginner · Course · 1 - 4 Weeks

  • É

    École Polytechnique Fédérale de Lausanne

    African cities : An Introduction to Urban Planning

    Skills you'll gain: Public Works, Land Development, Governance, Climate Change Adaptation, Land Management, Community Development, Environmental Issue, Operational Analysis, Cost Management, Sustainable Development, Policty Analysis, Research, and Development, Economic Development, Project Finance, Spatial Analysis, Transportation Operations, Finance, Demography

    ★ 4.8 (20) · Intermediate · Course · 1 - 3 Months

  • D

    Duke University

    Building Financial Models for Entrepreneurs

    Skills you'll gain: Financial Modeling, Entrepreneurial Finance, Financial Forecasting, Entrepreneurship, Financial Data, Financial Analysis, Finance, Negotiation, Investments, Microsoft Excel, Financial Planning, Gap Analysis

    ★ 5 (13) · Beginner · Course · 1 - 4 Weeks

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

  • Project Management: Life cycle and project planning: Politecnico di Milano
  • Analyze Financial Markets & Apply Investment Strategies: EDUCBA
  • Financial Statement Analysis for Credit Decisions: EDUCBA
  • Financial and Managerial Accounting in Healthcare: University of Arizona
  • Fundamentals of financial and management accounting: Politecnico di Milano
  • Agile Estimation Planning and Tracking Training: Simplilearn
  • Lead for Results: From Planning to Execution: Harvard Business Review
  • Analyze Investment Banking Fundamentals & Financial Deals: EDUCBA
  • Planning and Managing Information Systems Development Part 2: Northeastern University
  • Planning, HUDs, and Spawners in GameMaker: University of Colorado System

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