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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


  • B

    Board Infinity

    Master Financial Analysis: AI-Driven Modeling & Forecasting

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Modeling, Financial Analysis, Working Capital, Business Valuation, Financial Forecasting, Dashboard, Dashboard Creation, Financial Data, Feature Engineering, Model Evaluation, Applied Machine Learning, Statistical Machine Learning, Forecasting, Real Time Data, Power BI, Extract, Transform, Load, Tableau Software, Finance

    Beginner · Specialization · 1 - 3 Months

    Status: Free trial
    Free trial
  • C

    Coursera

    DCF, Comps, and Scenarios: Financial Modeling and Valuation

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Variance Analysis, Dashboard Creation, Resource Utilization, Financial Analysis, Project Finance, Dashboard, Financial Data, Financial Forecasting, Budget Management, Cash Flow Forecasting, Financial Modeling, Capital Budgeting, Microsoft Excel, Budgeting, Competitive Analysis, Business Valuation, Data-Driven Decision-Making, Risk Analysis

    3.8 stars, 9 reviews, Intermediate, Specialization, 3 - 6 Months

    ★ 3.8 (9) · Intermediate · Specialization · 3 - 6 Months

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

    Saïd Business School, University of Oxford

    AI in Financial Services: Foundations through future trends

    Skills you'll gain: Risking, Machine Learning Methods, FinTech, Financial Inclusion, Financial Services, Responsible AI, Data Ethics, Artificial Intelligence, Data Sharing, Financial Regulation, Financial Systems, Data Governance, Application Programming Interface (API), Financial Data, Finance, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Innovation, General Data Protection Regulation (GDPR), Natural Language Processing

    4.7 stars, 132 reviews, Beginner, Specialization, 3 - 6 Months

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

    Status: Top AI program
    Top AI program
    Status: Free trial
    Free trial
  • C

    Coursera

    Financial Analytics in RStudio: Identify Profit Drivers

    Skills you'll gain: Operational Analysis, Operational Performance Management, Performance Measurement, Performance Analysis, Performance Metric, Performance Improvement, Operating Cost, Data Import/Export, Variance Analysis, Exploratory Data Analysis, Data Analysis, Financial Analysis, Corrective and Preventive Action (CAPA), Operations Management, Plot (Graphics), Waterfall Methodology

    Intermediate · Guided Project · Less Than 2 Hours

  • P

    Packt

    Planning and Control Using Microsoft Project 365 and 2021

    Skills you'll gain: Microsoft Project, Project Schedules, Resource Allocation, Resource Planning, Resource Management, Project Management Software, Resource Utilization, Scheduling, Project Performance, Calendar Management, Project Coordination, Project Controls, Project Management, Microsoft 365, Timelines, Management Reporting, Milestones (Project Management), Project Planning, Workflow Management, Work Breakdown Structure

    Intermediate · Course · 3 - 6 Months

  • 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, Project Management, Information Systems, Communication Planning, Management Information Systems, Risk Mitigation, Stakeholder Communications, Communication Strategies, Stakeholder Analysis

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
  • N

    Northeastern University

    Planning and Managing Information Systems Development Part 1

    Skills you'll gain: Cost Management, Project Schedules, Scope Management, Scheduling, Project Planning, Project Scoping, Systems Development, Timelines, Requirements Management, Cost Estimation, Business Planning, Systems Analysis, Agile Project Management, Project Portfolio Management, Quality Management, IT Management, Information Systems, Strategic Planning, Project Management, Project Estimation

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
  • C

    Coursera

    Financial Data Storytelling & Executive Reporting in Excel

    Skills you'll gain: Dashboard, Data Storytelling, Data Presentation, Dashboard Creation, Business Reporting, Responsible AI, Storytelling, Report Writing, Data Visualization, Interactive Data Visualization, Presentations, Financial Reporting, Generative AI, Financial Data, Technical Communication, Microsoft Excel, Financial Modeling, Data Ethics, Data Visualization Software, Strategic Communication

    Advanced · Course · 1 - 3 Months

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

    EDUCBA

    Analyze Financial Markets, Products, and Risk Management

    Skills you'll gain: Financial Systems, Financial Services, Financial Market, Futures Exchange, Banking, Financial Management, Bank Regulations, Financial Regulation, Capital Markets, Insurance, Derivatives, Investment Management, Mortgage Loans, Credit Risk, Financial Trading, Finance, Insurance Policies, Investments, Hedge Accounting, Risk Management

    Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • C

    Coursera

    Advanced Excel Financial Modeling Risk Analysis & Auditing

    Skills you'll gain: Variance Analysis, Budget Management, Financial Analysis, Cost Control, Financial Auditing, Financial Modeling, Financial Data, Auditing, Risk Modeling, Financial Statement Analysis, Financial Forecasting, Financial Statements, Excel Formulas, Financial Reporting, Revenue Forecasting, Forecasting, Financial Accounting, Risk Analysis, Simulation and Simulation Software, Microsoft Excel

    Advanced · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • B

    Board Infinity

    Automate Financial Insights with AI Tools & Dashboards

    Skills you'll gain: Dashboard, Dashboard Creation, Real Time Data, Power BI, Extract, Transform, Load, Tableau Software, Financial Data, Financial Forecasting, Data Pipelines, Interactive Data Visualization, LLM Application, Microsoft Power Platform, Business Intelligence, Cloud Deployment, Business Intelligence Software, Key Performance Indicators (KPIs), Large Language Modeling, Governance, Automation, Data Integration

    Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Capital Adequacy, Stress Scenarios, and Financial Resilience

    Skills you'll gain: Risk Modeling, Risk Management, Bank Regulations, Financial Regulations, Operational Risk, Risk Analysis, Supplier Risk Management, Hedge Accounting, Business Continuity, Financial Analysis, Financial Systems, Performance Stress Testing

    Mixed · Course · 1 - 3 Months

    Status: Free trial
    Free trial
1…525354…644

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

  • Master Financial Analysis: AI-Driven Modeling & Forecasting: Board Infinity
  • DCF, Comps, and Scenarios: Financial Modeling and Valuation: Coursera
  • AI in Financial Services: Foundations through future trends: Saïd Business School, University of Oxford
  • Financial Analytics in RStudio: Identify Profit Drivers: Coursera
  • Planning and Control Using Microsoft Project 365 and 2021: Packt
  • Planning and Managing Information Systems Development Part 2: Northeastern University
  • Planning and Managing Information Systems Development Part 1: Northeastern University
  • Financial Data Storytelling & Executive Reporting in Excel: Coursera
  • Analyze Financial Markets, Products, and Risk Management: EDUCBA
  • Advanced Excel Financial Modeling Risk Analysis & Auditing: Coursera

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