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  • Financial Planning

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

    Coursera

    Financial Reporting, Controls, and Performance Storytelling

    Skills you'll gain: Financial Auditing, Data Storytelling, Bookkeeping, Financial Controls, Financial Reporting, Dashboard Creation, Performance Reporting, Dashboard, Auditing, Ledgers (Accounting), Management Reporting, Process Improvement, Financial Data, Business Reporting, Data Visualization, Business Process Management, Process Analysis, Internal Controls, Generally Accepted Accounting Principles (GAAP), Variance Analysis

    Intermediate · Course · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • S

    SkillsBooster Academy

    Fundamentals of Gen AI Financial Analysis

    Skills you'll gain: Responsible AI, Generative AI Agents, Generative AI, AI literacy, Financial Analysis, Financial Data, Financial Modeling, Financial Statement Analysis, Financial Forecasting, AI Workflows, Stakeholder Communications, Financial Trading, Business Workflow Analysis, Financial Services, AI Enablement, AI Integrations, Financial Systems, LLM Application, Financial Regulation, Business Valuation

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • S

    STARWEAVER

    Mastering Financial Compliance and Anti-Money Laundering

    Skills you'll gain: Bank Regulations, Compliance Management, Financial Regulation, Governance Risk Management and Compliance, Financial Regulations, Regulatory Requirements, Regulatory Compliance, Compliance Auditing, Governance, Compliance Reporting, Law, Regulation, and Compliance, Fraud detection, Auditing, Financial Controls, Risk Management Framework, Due Diligence, Risk Analysis, Transaction Processing, Risk Management, Microsoft Copilot

    4.9 stars, 7 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 4.9 (7) · Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • E

    EDUCBA

    LBO Financial Modeling for Investment Analysis

    Skills you'll gain: Private Equity, Financial Forecasting, Finance, Investment Banking, Business Valuation, Financial Modeling, Mergers & Acquisitions, Return On Investment, Forecasting, Case Studies, Cash Flow Forecasting, Financial Data, Risk Analysis, Financial Statement Analysis, Financial Analysis, Financial Statements, Loans, Cash Flows, Income Statement, Capital Markets

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • U

    University of Pennsylvania

    Finance & Quantitative Modeling for Analysts

    Skills you'll gain: Financial Reporting, Return On Investment, Financial Acumen, Financial Data, Capital Budgeting, Financial Statement Analysis, Financial Statements, Financial Accounting, Business Modeling, Mathematical Modeling, Finance, Regression Analysis, Financial Modeling, Statistical Modeling, Income Statement, Spreadsheet Software, Predictive Modeling, Financial Forecasting, Microsoft Excel, Corporate Finance

    4.5 stars, 17K reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.5 (17K) · Beginner · Specialization · 3 - 6 Months

    Category: Job skills
    Job skills
    Status: Free trial
    Free trial
  • C

    Coursera

    Analyze Financial Models: Scenarios and Sensitivity

    Skills you'll gain: Strategic Decision-Making, Microsoft Excel, Financial Modeling, Case Studies, Financial Analysis, Risk Analysis, Strategic Thinking, Financial Forecasting, Analysis, Business Analysis, Spreadsheet Software, Risk Modeling, Financial Data, Data-Driven Decision-Making, Scenario Testing, Risk Management, Forecasting, Data Presentation, Presentations

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • C

    Coursera

    Reconcile and Analyze Financial Records Effectively

    Skills you'll gain: Reconciliation, QuickBooks (Accounting Software), Spreadsheet Software, Accounting Records, Investigation, Variance Analysis, Financial Statements, Accounts Payable, Financial Controls, Fraud detection, Analysis, Billing & Invoicing, Verification And Validation, Payment Processing

    Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Equity Research & Financial Modeling in Excel

    Skills you'll gain: Financial Statement Analysis, Cash Flows, Financial Modeling, Financial Statements, Revenue Forecasting, Financial Analysis, Cash Flow Forecasting, Equities, Income Statement, Private Equity, Financial Forecasting, Financial Accounting, Business Valuation, Balance Sheet, Market Dynamics, Financial Data, Excel Formulas, Market Analysis

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    Analyze Financial Data Using Advanced Techniques

    Skills you'll gain: Technical Analysis, Market Dynamics, Economics, International Finance, Financial Analysis, Financial Data, Supply And Demand, Probability, Data Analysis, Advanced Analytics, Financial Policy, Market Data, Financial Trading, Market Trend, Statistical Analysis, Probability Distribution, Consumer Behaviour, Risk Analysis, Finance, Business

    4.8 stars, 16 reviews, Mixed, Course, 1 - 3 Months

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

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    Analyze Investment Banking & Financial Market Fundamentals

    Skills you'll gain: Financial Regulations, Investment Management, Financial Trading, Corporate Finance

    5 stars, 18 reviews, Beginner, Course, 1 - 3 Months

    ★ 5 (18) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • U

    University of Illinois Urbana-Champaign

    Financial Statements, SEC Filings and Ratio Analysis

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Reporting, Critical Thinking, Financial Forecasting, Analytical Skills, Financial Data, Balance Sheet, Accounting, Equities, Forecasting, Income Statement, Annual Reports, Business Valuation, Generally Accepted Accounting Principles (GAAP), Revenue Recognition, Cash Flows, Accruals

    4.8 stars, 25 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 4.8 (25) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Financial Modeling with NPV and IRR

    Skills you'll gain: Financial Analysis, Capital Budgeting, Financial Statement Analysis, Cash Flows, Financial Modeling, Return On Investment, Excel Formulas, Microsoft Excel, Finance, Loans, Business Valuation, Corporate Finance, Securities (Finance), Investments, Analysis, Time Series Analysis and Forecasting, Real Time Data, Loan Origination, Value-Based Care, Design

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
1…464748…642

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

  • Financial Reporting, Controls, and Performance Storytelling: Coursera
  • Fundamentals of Gen AI Financial Analysis: SkillsBooster Academy
  • Mastering Financial Compliance and Anti-Money Laundering: STARWEAVER
  • LBO Financial Modeling for Investment Analysis: EDUCBA
  • Finance & Quantitative Modeling for Analysts: University of Pennsylvania
  • Analyze Financial Models: Scenarios and Sensitivity: Coursera
  • Reconcile and Analyze Financial Records Effectively: Coursera
  • Equity Research & Financial Modeling in Excel: EDUCBA
  • Analyze Financial Data Using Advanced Techniques: EDUCBA
  • Analyze Investment Banking & Financial Market Fundamentals: EDUCBA

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