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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


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    EDUCBA

    Project Finance, EMI and Loan Analysis

    Skills you'll gain: Project Finance, Financial Modeling, Loans, Financial Analysis, Lending and Underwriting, Finance, Retail Banking, Feasibility Studies, General Lending, Analysis, Investment Banking, Excel Formulas, Risk Modeling, Banking, Business Valuation, Equities, Microsoft Excel, Risk Analysis, Project Schedules

    Mixed · Course · 1 - 4 Weeks

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    Starweaver

    Smart Investing with AI: Stocks, ETFs & Markets

    Skills you'll gain: Investments, Market Dynamics, Financial Services, Investment Management, Equities, Financial Market, Securities (Finance), Wealth Management, Due Diligence, Market Data, General Finance, Market Trend, Portfolio Management, Artificial Intelligence, Capital Markets, Responsible AI, Risking, Research, Risk Management, Decision Making

    Beginner · Course · 1 - 3 Months

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    Madecraft

    Using Excel for Accounting

    Skills you'll gain: Microsoft Excel, Pivot Tables And Charts, Auditing, Data Visualization, Excel Formulas, Accounting, Spreadsheet Software, Maintainability, Financial Reporting, Financial Accounting, Data Synthesis, Financial Modeling, Scalability, Data Analysis, Loans

    Beginner · Course · 1 - 3 Months

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    University of Colorado Boulder

    Finance for Technical Managers

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Capital Budgeting, Cost Estimation, Environmental Social And Corporate Governance (ESG), Financial Analysis, Portfolio Risk, Sustainability Reporting, Risk Mitigation, Risk Analysis, Project Risk Management, Risk Management, Budgeting, Cost Management, Income Statement, Risk Modeling, Financial Modeling, Estimation, Portfolio Management, Project Finance

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    388 reviews

    Beginner · Specialization · 3 - 6 Months

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    Johns Hopkins University

    Business Analytics with Excel

    Skills you'll gain: Risk Modeling, Operations Research, Regression Analysis, Network Model, Resource Allocation, Excel Macros, Business Analytics, Decision Making, Risk Analysis, Simulation and Simulation Software, Microsoft Excel, Business Risk Management, Strategic Decision-Making, Business Modeling, Financial Modeling, Data-Driven Decision-Making, Excel Formulas, Business, Spreadsheet Software, Data Analysis

    4.8
    Rating, 4.8 out of 5 stars
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    4.1K reviews

    Beginner · Specialization · 3 - 6 Months

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    SAP

    SAP Technology Consultant

    Skills you'll gain: Journey Mapping, Business Transformation, SAP S/4HANA, Technology Solutions, Technical Documentation, Relationship Building, Software As A Service, Consultative Approaches, Enterprise Architecture, ABAP RESTful Programming Model (RAP), Solution Architecture, Enterprise Resource Planning, System Design and Implementation, Project Implementation, Project Closure, Test Planning, Requirements Analysis, Stakeholder Communications, Project Management, Workforce Development

    4.6
    Rating, 4.6 out of 5 stars
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    1.7K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    John Wiley & Sons

    Deal Structuring and Execution: LBOs and M&A

    Skills you'll gain: Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Bidding, Transaction Processing, Capital Markets, Business Valuation, Financial Statement Analysis, Loans, Case Studies, Financial Analysis, Closing (Sales), Investments, Finance, Business Modeling, Financial Management, Balance Sheet, Return On Investment, Cash Flows

    Intermediate · Course · 1 - 4 Weeks

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    University of Pennsylvania

    The Business of Health Care

    Skills you'll gain: People Management, Financial Reporting, Financial Acumen, Financial Data, Financial Statement Analysis, Financial Statements, Financial Accounting, Social Determinants Of Health, Operations Management, Income Statement, Employee Performance Management, Financial Analysis, Leadership and Management, Health Systems, Operational Performance Management, Human Capital, Health Care Administration, Health Care Procedure and Regulation, Health Care, Insurance

    4.6
    Rating, 4.6 out of 5 stars
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    2K reviews

    Beginner · Specialization · 3 - 6 Months

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    University of Michigan

    Negociación exitosa: Estrategias y habilidades esenciales (en español)

    Skills you'll gain: Negotiation, Contract Negotiation, Mediation, Arbitration, Communication, Planning, Contract Compliance

    4.8
    Rating, 4.8 out of 5 stars
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    2.8K reviews

    Mixed · Course · 1 - 3 Months

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    EDUCBA

    Credit Default and Interest Rate Swaps

    Skills you'll gain: Derivatives, Credit Risk, Capital Markets, Financial Market, Securities (Finance), Market Dynamics, Investments, Investment Management, Risk Management, Financial Regulation, Financial Regulations, Risk Management Framework, Finance, Market Trend, Financial Management, Asset Management, Bankruptcies, Cash Flows, Return On Investment

    Mixed · Course · 1 - 4 Weeks

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    Emory University

    The Addicted Brain

    Skills you'll gain: Pharmacology, Substance Abuse, Substance Abuse Counseling, Pharmacotherapy, Mental and Behavioral Health, Pharmaceuticals, Drug Interaction, Psychiatry, Social Sciences, Neurology, Vulnerability, Pre-Clinical Development, Health Policy, Laboratory Research, Mental Health Diseases and Disorders, Public Health, Treatment Planning

    4.7
    Rating, 4.7 out of 5 stars
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    2.2K reviews

    Beginner · Course · 1 - 3 Months

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    IBM

    Developing AI Applications with Python and Flask

    Skills you'll gain: Unit Testing, Flask (Web Framework), Application Deployment, Software Testing, Cloud Applications, Web Applications, AI Integrations, Python Programming, IBM Cloud, Web Development, Artificial Intelligence, Application Lifecycle Management, Integrated Development Environments, Application Programming Interface (API), Programming Principles

    4.4
    Rating, 4.4 out of 5 stars
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    1.4K reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Project Finance, EMI and Loan Analysis: EDUCBA
  • Smart Investing with AI: Stocks, ETFs & Markets: Starweaver
  • Using Excel for Accounting: Madecraft
  • Finance for Technical Managers: University of Colorado Boulder
  • Business Analytics with Excel: Johns Hopkins University
  • SAP Technology Consultant: SAP
  • Deal Structuring and Execution: LBOs and M&A: John Wiley & Sons
  • The Business of Health Care: University of Pennsylvania
  • Negociación exitosa: Estrategias y habilidades esenciales (en español): University of Michigan
  • Credit Default and Interest Rate Swaps: EDUCBA

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