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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


  • E

    EDUCBA

    Fixed Income Instruments and Bond Yields

    Skills you'll gain: Securities (Finance), Portfolio Risk, Financial Market, Market Data, Investments, Investment Management, Corporate Finance, Portfolio Management, Risk Management, Financial Analysis, Risk Analysis, Cash Flows

    Mixed · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Cost of Capital & Investment Evaluation

    Skills you'll gain: Capital Budgeting, Return On Investment, Corporate Finance, Financial Management, Financial Modeling, Finance, Corporate Tax, Financial Analysis, Equities, Investments, Risk Analysis, Tax

    Mixed · Course · 1 - 4 Weeks

  • U

    University of Michigan

    Leading People and Teams

    Skills you'll gain: Talent Management, Goal Setting, Team Building, Teamwork, Team Management, Talent Pipelining, Influencing, Team Motivation, Visionary, Team Leadership, People Development, Performance Appraisal, Management Training And Development, Team Performance Management, Motivational Skills, Smart Goals, Interviewing Skills, Persuasive Communication, Leadership, Leadership Development

    ★ 4.7 (12K) · Beginner · Specialization · 3 - 6 Months

  • U

    University of Illinois Urbana-Champaign

    Mergers and Acquisitions

    Skills you'll gain: Mergers & Acquisitions, Private Equity, Investment Banking, Financial Statement Analysis, Business Valuation, Intercompany Accounting, Financial Statements, Financial Forecasting, Financial Analysis, Capital Markets, Financial Modeling, Equities, Specialized Accounting, Cash Flow Forecasting, Corporate Accounting, Corporate Tax, Revenue Forecasting, Accounting, Tax Management, Financial Accounting

    ★ 4.6 (678) · Intermediate · Specialization · 3 - 6 Months

  • I

    IBM

    Introduction to Agile Development and Scrum

    Skills you'll gain: User Story, Agile Software Development, Scrum (Software Development), Agile Methodology, Kanban Principles, Backlogs, Sprint Retrospectives, Agile Project Management, Agile Product Development, Workflow Management, Sprint Planning, Team Oriented, Team Building, Team Management, Team Performance Management, Lean Methodologies, Performance Metric, Meeting Facilitation, Performance Measurement

    ★ 4.9 (2.7K) · Beginner · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Analyze Banking Credit & Loan Appraisal

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Lending and Underwriting, Commercial Lending, Financial Analysis, General Lending, Risking, Loans, Regulatory Compliance, Credit Risk, Banking, Working Capital, Balance Sheet, Commercial Banking, Financial Regulation, Law, Regulation, and Compliance, Bank Regulations, Compliance Management, Business Metrics, Legal Risk

    ★ 5 (11) · Mixed · Course · 1 - 3 Months

  • E

    EDUCBA

    Global Finance & Currency Market Fundamentals

    Skills you'll gain: International Finance, Financial Market, Financial Trading, Risk Management, Investment Management, Financial Systems, Finance, Market Dynamics, Banking Services, Commercial Banking, Market Opportunities

    Mixed · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Analyze & Evaluate Credit Risk for Banks

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Credit Risk, Risk Modeling, Financial Acumen, Income Statement, Balance Sheet, Cash Flows, Financial Modeling, Lending and Underwriting, Predictive Modeling, Business Metrics, Cash Flow Forecasting, Risk Analysis, Analysis, Predictive Analytics, Commercial Lending, Banking, Business

    ★ 5 (10) · Mixed · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Corporate Restructuring & Bankruptcy Modeling

    Skills you'll gain: Bankruptcies, Financial Modeling, Liquidation, Investment Banking, Business Valuation, Corporate Finance, Financial Analysis, Cash Flow Forecasting, Case Studies, Corporate Strategy, Cash Flows

    Mixed · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Analyze & Manage Banking Credit Portfolios

    Skills you'll gain: Credit Risk, Lending and Underwriting, Commercial Lending, Financial Analysis, Bank Regulations, Financial Statement Analysis, Banking, Portfolio Risk, Commercial Banking, General Lending, Financial Statements, Loan Documentation, Portfolio Management, Financial Regulation, Compliance Management, Asset Management, Risk Management Framework, Operational Risk, Regulatory Compliance, Business

    ★ 5 (9) · Mixed · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Currency Derivatives & Forex Risk Management

    Skills you'll gain: Derivatives, Futures Exchange, Financial Trading, Risk Management, Risk Control, Financial Market, International Finance, Risk Mitigation, Technical Analysis, Market Dynamics, Finance, Analysis

    Mixed · Course · 1 - 3 Months

  • R

    Rutgers the State University of New Jersey

    Supply Chain Logistics

    Skills you'll gain: Inventory Management, Warehousing, Warehouse Management, Logistics Management, Inventory and Warehousing, Inventory Management System, Transportation, Supply Chain, and Logistics, Inventory Control, Warehouse Operations, Logistics, Transportation Operations, Transportation Management, Supply Chain Management, Supply Chain, Order Delivery, Customer Service, Operating Cost

    ★ 4.7 (12K) · Beginner · Course · 1 - 4 Weeks

1…666768…545

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

  • Fixed Income Instruments and Bond Yields: EDUCBA
  • Cost of Capital & Investment Evaluation: EDUCBA
  • Leading People and Teams: University of Michigan
  • Mergers and Acquisitions: University of Illinois Urbana-Champaign
  • Introduction to Agile Development and Scrum: IBM
  • Analyze Banking Credit & Loan Appraisal: EDUCBA
  • Global Finance & Currency Market Fundamentals: EDUCBA
  • Analyze & Evaluate Credit Risk for Banks: EDUCBA
  • Corporate Restructuring & Bankruptcy Modeling: EDUCBA
  • Analyze & Manage Banking Credit Portfolios: EDUCBA

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