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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: New
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    Coursera

    Agile Sprint Planning and Delivery with Jira

    Skills you'll gain: Jira (Software), Sprint Retrospectives, Backlogs, Sprint Planning, Agile Methodology, Agile Project Management, User Story, Agile Product Development, Cross-Functional Collaboration, Timelines, Project Coordination, Continuous Improvement Process, Coordination, Project Planning, Accountability, Meeting Facilitation, Estimation

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    Y

    Yonsei University

    Valuation and Financial Analysis For Startups

    Skills you'll gain: Capital Budgeting, Financial Statements, Financial Statement Analysis, Business Valuation, Financial Analysis, Cash Flow Forecasting, Strategic Decision-Making, Financial Modeling, Income Statement, Return On Investment, Entrepreneurial Finance, Financial Forecasting, Financial Reporting, Cash Flows, Balance Sheet, Financial Data, Excel Formulas, Microsoft Excel, Financial Acumen, Case Studies

    4.4
    Rating, 4.4 out of 5 stars
    ·
    515 reviews

    Beginner · Specialization · 3 - 6 Months

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    Coursera

    Plan Resources Gantt Project Setup & Planning

    Skills you'll gain: Resource Allocation, Timelines, Project Performance, Resource Utilization, Resource Planning, Resource Management, Capacity Planning, Variance Analysis, Project Controls, Project Schedules, Capacity Management, Scheduling, Project Planning, Workforce Management, Performance Analysis, Root Cause Analysis, Continuous Improvement Process

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    R

    Rutgers the State University of New Jersey

    Generative AI & Governmental Financial Reporting

    Skills you'll gain: Prompt Engineering, AI Integrations, Scalability, Large Language Modeling, Governmental Accounting, Unstructured Data, LLM Application, General Accounting, Financial Data, Generative AI, Accounting, Artificial Intelligence, Robotic Process Automation, Data Capture, Data Processing, Automation, Application Programming Interface (API)

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Demand Planning in RStudio: Create Demand Forecast

    Skills you'll gain: Demand Planning, Customer Demand Planning, Supply Chain Planning, Production Planning, Forecasting, Time Series Analysis and Forecasting, Trend Analysis, Inventory Management System, Data Analysis, Plot (Graphics), R Programming, Data Visualization, R (Software), Model Evaluation, Model Training

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: New
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    John Wiley & Sons

    Strategic Planning for Public and Nonprofit Organizations

    Skills you'll gain: Strategic Planning, Stakeholder Engagement, Strategic Leadership, Organizational Strategy, Plan Execution, Case Studies, Drive Engagement, Business Planning, Business Leadership, Stakeholder Management, Resource Allocation, Stakeholder Communications, Competitive Analysis, Strategic Thinking, Non-Profit Accounting, Strategic Decision-Making, Conflict Management, Public Administration, Leadership Development, Stakeholder Analysis

    Beginner · Specialization · 1 - 3 Months

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    Coursera

    Financial Modeling with Excel NPV

    Skills you'll gain: Capital Budgeting, Cash Flows, Financial Modeling, Excel Formulas, Financial Analysis, Data-Driven Decision-Making, Project Finance, Microsoft Excel

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    Coursera

    Automate and Verify Financial Statements

    Skills you'll gain: Excel Formulas, Financial Modeling, Reconciliation, Microsoft Excel, Financial Statements, Financial Reporting, Financial Statement Analysis, Balance Sheet, Financial Data, Verification And Validation, Spreadsheet Software, Profit and Loss (P&L) Management, Financial Analysis, Cash Flows, Income Statement, Automation

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
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    Coursera

    Financial Statements for Liquidity Insights

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Case Studies, Financial Analysis, Cash Flows, Balance Sheet, Data Storytelling, Benchmarking, Financial Data, Income Statement, Business Metrics, Communication, Performance Measurement, Performance Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    Coursera

    Unravel Financial Statements: Modeling Concepts

    Skills you'll gain: Financial Modeling, Operational Analysis, Business Modeling, Financial Statements, Financial Statement Analysis, Financial Forecasting, Financial Reporting, Financial Analysis, Accounting, Balance Sheet, Cash Flows, Business Valuation, Cash Flow Forecasting, Income Statement

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    I

    INSEAD

    Introduction to Blockchain for Financial Services

    Skills you'll gain: Blockchain, FinTech, Cryptography, Emerging Technologies, Stakeholder Analysis, Cryptographic Protocols, Distributed Computing, General Ledger, Program Implementation, Financial Services, Information Privacy, Transaction Processing

    4.7
    Rating, 4.7 out of 5 stars
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    694 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Wharton Business and Financial Modeling Capstone

    Skills you'll gain: Portfolio Management, Financial Modeling, Data Presentation, Presentations, Microsoft PowerPoint, Business Modeling, Data Modeling, Quantitative Research, Business Analytics, Financial Data, Portfolio Risk, Spreadsheet Software, Investments, Return On Investment, Microsoft Excel, Finance, Financial Analysis, Regression Analysis, Model Optimization

    4.6
    Rating, 4.6 out of 5 stars
    ·
    524 reviews

    Mixed · Course · 1 - 3 Months

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

  • Agile Sprint Planning and Delivery with Jira: Coursera
  • Valuation and Financial Analysis For Startups: Yonsei University
  • Plan Resources Gantt Project Setup & Planning: Coursera
  • Generative AI & Governmental Financial Reporting: Rutgers the State University of New Jersey
  • Demand Planning in RStudio: Create Demand Forecast: Coursera
  • Strategic Planning for Public and Nonprofit Organizations: John Wiley & Sons
  • Financial Modeling with Excel NPV: Coursera
  • Automate and Verify Financial Statements: Coursera
  • Financial Statements for Liquidity Insights: Coursera
  • Unravel Financial Statements: Modeling Concepts: Coursera

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