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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
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    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

  • 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: Preview
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    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, Policy Analysis, Research, and Development, Economic Development, Project Finance, Spatial Analysis, Transportation Operations, Finance, Demography

    4.8
    Rating, 4.8 out of 5 stars
    ·
    20 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    Status: Free Trial
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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
    C

    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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    Status: Free Trial
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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
    New
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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

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    J

    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

  • Status: Preview
    Preview
    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

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    GenAI in Business: Planning Framework for Implementation

    Skills you'll gain: Generative AI, AI Product Strategy, AI Enablement, Data Integration, Business Analysis, Data Quality, Technology Roadmaps, Business Solutions, Business Transformation, Business Strategy, Stakeholder Communications, Process Analysis, Decision Making, Stakeholder Engagement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    36 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois at Urbana-Champaign

    Financial Management Graduate Certificate

    Skills you'll gain: Business Strategy, Management Accounting, Model Evaluation, Fund Accounting, Operations Management, Agile Methodology, Organizational Change, Audit Planning, Mergers & Acquisitions, Financial Statement Analysis, Risk Management, Social Determinants Of Health, Revenue Recognition, Entrepreneurship, Data Governance, Financial Auditing, Generative AI, Supply And Demand, Data Storytelling, Internal Controls

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • Status: New
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    Free Trial
    J

    John Wiley & Sons

    Corporate Valuation and Financial Analysis

    Skills you'll gain: Mergers & Acquisitions, Business Valuation, Financial Forecasting, Environmental Social And Corporate Governance (ESG), Forecasting, Risk Management, Corporate Strategy, Revenue Forecasting, Corporate Finance, Cash Flow Forecasting, Business Analytics, Corporate Sustainability, Financial Statement Analysis, Financial Management, Financial Modeling, Return On Investment, Finance, Financial Analysis, Financial Acumen, Performance Management

    Intermediate · Specialization · 3 - 6 Months

1…373839…604

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

  • Valuation and Financial Analysis For Startups: Yonsei University
  • Demand Planning in RStudio: Create Demand Forecast: Coursera
  • African cities : An Introduction to Urban Planning: École Polytechnique Fédérale de Lausanne
  • Automate and Verify Financial Statements: Coursera
  • Financial Statements for Liquidity Insights: Coursera
  • Financial Modeling with Excel NPV: Coursera
  • Plan Resources Gantt Project Setup & Planning: Coursera
  • Strategic Planning for Public and Nonprofit Organizations: John Wiley & Sons
  • Generative AI & Governmental Financial Reporting: Rutgers the State University of New Jersey
  • GenAI in Business: Planning Framework for Implementation: University of Michigan

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