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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


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    EDUCBA

    Securities Lending Market Fundamentals

    Skills you'll gain: Securities (Finance), Loans, Securities Trading, Lending and Underwriting, General Lending, Capital Markets, Loan Documentation, Commercial Lending, Brokerage, Financial Market, Credit Risk, Equities, Finance, Financial Management, Risk Management, Operations, Risk Analysis, Analysis, Job Analysis, Design

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
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    University of Minnesota

    Preparing to Manage Human Resources

    Skills you'll gain: Human Resource Strategy, Human Resources, Human Resources Management and Planning, Human Resource Policies, Compensation Management, Compensation and Benefits, Resource Management, People Management, Employee Performance Management, Industrial and Organizational Psychology, Labor Law, Employee Engagement, Team Motivation, Law, Regulation, and Compliance, Economics

    4.8
    Rating, 4.8 out of 5 stars
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    11K reviews

    Mixed · Course · 1 - 4 Weeks

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    University of Illinois Urbana-Champaign

    Auditing I: Conceptual Foundations of Auditing

    Skills you'll gain: Financial Auditing, Auditing, Auditors Report, External Auditing, Certified Public Accountant, Audit Planning, Public Accounting, Quality Assessment, Quality Assurance and Control, Ethical Standards And Conduct, Business Ethics, Financial Statements, Financial Reporting, Risk Analysis, Market Dynamics

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    731 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    Status: AI skills
    AI skills
    I

    IBM

    IBM Systems Analyst

    Skills you'll gain: Process Modeling, Process Mapping, Business Process Modeling, Process Analysis, Business Analysis, Data Storytelling, Business Analysis Tools, Business Process Improvement, Feasibility Studies, Systems Analysis, Stakeholder Analysis, Process Optimization, Requirements Management, Business Systems Analysis, Systems Design, Communication Planning, Test Planning, Information Technology, Database Management, Agile Methodology

    4.7
    Rating, 4.7 out of 5 stars
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    4.9K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    Macquarie University

    Excel Skills for Business: Advanced

    Skills you'll gain: Excel Formulas, Dashboard, Dashboard Creation, Microsoft Excel, Spreadsheet Software, Data Wrangling, Data Preprocessing, Data Manipulation, Data Processing, Data Presentation, Interactive Data Visualization, Excel Macros, Data Analysis Software, Business Analytics, Analytical Skills, Advanced Analytics, Business Mathematics, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    6.3K reviews

    Intermediate · Course · 1 - 3 Months

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    EDUCBA

    Private Equity Structuring, Modeling and Valuation

    Skills you'll gain: Private Equity, Financial Modeling, Business Valuation, Cash Flow Forecasting, Investment Management, Financial Forecasting, Financial Analysis, Financial Statement Analysis, Performance Analysis, Investments, Working Capital, Return On Investment, Negotiation, Depreciation, Forecasting, Analysis, Operations, Market Dynamics, Decision Making, Environment

    Mixed · Course · 1 - 3 Months

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    Coursera

    Secure INFINET & SFMS Architecture

    Skills you'll gain: Security Architecture Review, IT Security Architecture, Public Key Infrastructure, Network Security, Hardening, Security Controls, Continuous Monitoring, Vulnerability Assessments, Disaster Recovery, Cryptographic Protocols, System Configuration, Banking Services, Banking, Authentications, Retail Banking, Commercial Banking, Network Analysis, Financial Analysis, Financial Accounting, Accounting and Finance Software

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Claves de la Dirección de Empresas

    Skills you'll gain: Strategic Marketing, Financial Statement Analysis, Income Statement, Financial Statements, People Management, Accounting, Team Performance Management, Balance Sheet, Financial Data, Financial Accounting, Marketing Planning, Product Marketing, Leadership Development, Market Share, Financial Acumen, Marketing, Accrual Accounting, Team Management, Case Studies, Financial Analysis

    4.8
    Rating, 4.8 out of 5 stars
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    3.6K reviews

    Beginner · Specialization · 3 - 6 Months

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    EDUCBA

    Spreadsheet Shortcuts, Formulas and Reports

    Skills you'll gain: Microsoft Excel, Excel Formulas, Spreadsheet Software, Statistical Reporting, Microsoft Office, Statistical Analysis, Productivity, Timelines, Productivity Software, Analysis, Trend Analysis, Financial Analysis, Statistical Methods, Business Reporting, Financial Reporting, Forecasting, Finance, Business, Job Analysis, Environment

    Mixed · Course · 1 - 3 Months

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    EDUCBA

    Earnings Per Share and Cash Equivalents

    Skills you'll gain: Financial Statement Analysis, Financial Reporting, Financial Accounting, Financial Statements, Generally Accepted Accounting Principles (GAAP), Cash Flows, Accounting, Financial Analysis, Accounting and Finance Software, Balance Sheet, Cash Management, Cash Control, Finance, Equities, Technical Accounting, Analysis

    Mixed · Course · 1 - 4 Weeks

  • Status: New
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    EDUCBA

    Project Scheduling, Tracking and Control

    Skills you'll gain: Project Controls, Project Schedules, Work Breakdown Structure, Cost Management, Project Management Software, Project Management Life Cycle, Budget Management, Project Performance, Project Management, Project Planning, Resource Planning, Planning, Scheduling, Resource Utilization, Budgeting, Performance Analysis, Estimation, Analysis, Environment, Decision Making

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Code Yourself! An Introduction to Programming

    Skills you'll gain: Video Game Development, Game Design, Program Development, Software Engineering, Programming Principles, Animation and Game Design, Software Development, Event-Driven Programming, Computer Programming, Computer Programming Tools, Code Reusability, No-Code Development, Computational Thinking, Algorithms, Animations

    4.7
    Rating, 4.7 out of 5 stars
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    3.9K reviews

    Beginner · Course · 1 - 3 Months

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

  • Securities Lending Market Fundamentals: EDUCBA
  • Preparing to Manage Human Resources: University of Minnesota
  • Auditing I: Conceptual Foundations of Auditing: University of Illinois Urbana-Champaign
  • IBM Systems Analyst: IBM
  • Excel Skills for Business: Advanced: Macquarie University
  • Private Equity Structuring, Modeling and Valuation: EDUCBA
  • Secure INFINET & SFMS Architecture: Coursera
  • Claves de la Dirección de Empresas: IESE Business School
  • Spreadsheet Shortcuts, Formulas and Reports: EDUCBA
  • Earnings Per Share and Cash Equivalents: EDUCBA

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