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Financial Planning And Analysis Courses

Financial planning and analysis courses can help you learn budgeting, forecasting, variance analysis, and financial modeling. You can build skills in interpreting financial statements, conducting scenario analysis, and making data-driven recommendations for business strategy. Many courses introduce tools like Excel for financial modeling, Tableau for data visualization, and various software for performance management, all of that support analyzing financial data and supporting strategic decision-making.


Popular Financial Planning And Analysis Courses and Certifications


  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Financial Data Analysis with Excel

    Skills you'll gain: Financial Statements, Dashboard, Variance Analysis, Financial Analysis, Pivot Tables And Charts, Excel Formulas, Financial Modeling, Budget Management, Microsoft Excel, Performance Reporting, Data Validation, Spreadsheet Software, Financial Reporting, Auditing, Cost Management, Data Presentation, Financial Forecasting, Data Storytelling, Business Intelligence, Performance Analysis

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Financial Analysis - Skills for Success

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Forecasting, Financial Accounting, Variance Analysis, Financial Analysis, Income Statement, Balance Sheet, Performance Measurement, Management Accounting, Return On Investment, Revenue Forecasting, Financial Management, Profit and Loss (P&L) Management, Cost Management, Financial Data, Budgeting, Finance, Accounting, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
    ·
    502 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Business and Financial Modeling

    Skills you'll gain: Risk Management, Business Modeling, Mathematical Modeling, Data-Driven Decision-Making, Portfolio Management, Forecasting, Regression Analysis, Financial Modeling, Statistical Modeling, Risk Analysis, Predictive Modeling, Presentations, Spreadsheet Software, Microsoft PowerPoint, Investment Management, Financial Statements, Data Modeling, Quantitative Research, Business Analytics, Microsoft Excel

    4.5
    Rating, 4.5 out of 5 stars
    ·
    11K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Financial Analyst: AI, Excel, and Power BI Skills

    Skills you'll gain: Financial Modeling, Financial Forecasting, Financial Statement Analysis, Risk Modeling, Capital Budgeting, Risk Management, Financial Auditing, Data Cleansing, Financial Data, Portfolio Risk, Financial Analysis, Data Storytelling, Descriptive Statistics, Risk Analysis, Budgeting, Credit Risk, Predictive Modeling, Power BI, Microsoft Excel, Data Visualization

    Intermediate · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    AI-Driven Financial Planning, Forecasting, and Automation

    Skills you'll gain: Financial Forecasting, Financial Data, Variance Analysis, Financial Analysis, Budgeting, Financial Modeling, Cash Flow Forecasting, Cost Management, Supervised Learning, Financial Planning, Predictive Modeling, Risk Modeling, Data-Driven Decision-Making, Business Analytics, Risk Analysis, Credit Risk, Model Evaluation, Data Pipelines, Automation

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    B

    Board Infinity

    Master Financial Analysis & Modeling Fundamentals

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Modeling, Financial Analysis, Working Capital, Business Valuation, Financial Forecasting, Income Statement, Balance Sheet, Forecasting, Business Metrics, Cash Flows, Budgeting, Return On Investment, Variance Analysis, Operational Efficiency, Google Sheets, Microsoft Excel

    Beginner · Course · 1 - 4 Weeks

What brings you to Coursera today?

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentals of Financial Planning, with Goldman Sachs 10,000 Women

    Skills you'll gain: Cash Flow Forecasting, Financial Forecasting, Cash Flows, Financial Analysis, Business Planning, Financial Statements, Entrepreneurship, Financial Planning, Financial Management, Business Strategy, Strategic Decision-Making, Strategic Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    503 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Financial Modeling: Statements, Costs & Forecasts

    Skills you'll gain: Financial Modeling, Financial Statement Analysis, Income Statement, Variance Analysis, Financial Analysis, Financial Forecasting, Balance Sheet, Revenue Forecasting, Cash Flows, Capital Budgeting, Cost Accounting, Business Valuation, Cash Flow Forecasting, Corporate Finance, Business Analysis, Model Evaluation

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Financial Forecasting and Reporting

    Skills you'll gain: Sustainability Reporting, Financial Analysis, Financial Statement Analysis, Environmental Social And Corporate Governance (ESG), Budgeting, Cost Benefit Analysis, Risk Management, Income Statement, Cost Estimation, Balance Sheet, Financial Reporting, Financial Forecasting, Financial Management, Cash Flows, Financial Market

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    80 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Introduction to Financial Planning and Wealth Management

    Skills you'll gain: Wealth Management, Financial Services, Consultative Approaches, Financial Planning, Investment Management, Compensation Management, Risk Management Framework, Asset Management, Market Intelligence, Client Services

    4.7
    Rating, 4.7 out of 5 stars
    ·
    46 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    L

    London Business School

    Fundamentals of Financial Analysis

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Financial Statements, Balance Sheet, Financial Reporting, Financial Modeling, Income Statement, Return On Investment, Accounting, Investments, Cash Flows, Asset Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    115 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Applied Financial Analysis

    Skills you'll gain: Financial Modeling, Variance Analysis, Key Performance Indicators (KPIs), Bookkeeping, Financial Forecasting, Revenue Forecasting, Budget Management, Financial Statement Analysis, Business Reporting, Dashboard, Capital Budgeting, Financial Controls, Financial Reporting, Financial Analysis, Process Improvement, Financial Services, Financial Data, Investments, Predictive Analytics, Data-Driven Decision-Making

    Intermediate · Specialization · 3 - 6 Months

1234…834

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

  • Financial Data Analysis with Excel: Coursera
  • Financial Analysis - Skills for Success: University of Illinois Urbana-Champaign
  • Business and Financial Modeling: University of Pennsylvania
  • Financial Analyst: AI, Excel, and Power BI Skills: Coursera
  • AI-Driven Financial Planning, Forecasting, and Automation: Coursera
  • Master Financial Analysis & Modeling Fundamentals: Board Infinity
  • Fundamentals of Financial Planning, with Goldman Sachs 10,000 Women: Goldman Sachs
  • Financial Modeling: Statements, Costs & Forecasts : Coursera
  • Financial Forecasting and Reporting: University of Colorado Boulder
  • Introduction to Financial Planning and Wealth Management: Corporate Finance Institute

Skills you can learn in Leadership And Management

Leadership (53)
Project Management (30)
Plan (25)
Planning (24)
Modeling (17)
Analytics (16)
Human Resources (16)
Decision-making (15)
Change Management (14)
Innovation (14)
Negotiation (14)
Human Resource Management (13)

Frequently Asked Questions about Financial Planning And Analysis

Financial planning and analysis (FP&A) is a crucial function within organizations that involves budgeting, forecasting, and analyzing financial performance. It helps businesses make informed decisions by providing insights into their financial health and future prospects. FP&A is important because it enables organizations to allocate resources effectively, identify trends, and prepare for potential challenges. By understanding financial data, companies can strategize for growth, manage risks, and ensure long-term sustainability.‎

Careers in financial planning and analysis are diverse and can lead to various roles within finance departments. Common job titles include Financial Analyst, FP&A Manager, Budget Analyst, and Financial Planning Consultant. These positions often involve analyzing financial data, preparing reports, and advising management on financial decisions. Additionally, roles in investment banking and corporate finance may also benefit from FP&A skills, providing a pathway to more specialized financial careers.‎

To excel in financial planning and analysis, several key skills are essential. Proficiency in financial modeling, data analysis, and forecasting techniques is crucial. Familiarity with financial statements and accounting principles is also important. Additionally, strong analytical skills, attention to detail, and effective communication abilities are necessary to convey complex financial information clearly. Learning tools such as Excel and financial software can further enhance your capabilities in this field.‎

There are numerous online courses available for those interested in financial planning and analysis. Some notable options include The Language and Tools of Financial Analysis, which covers essential financial concepts, and Introduction to Financial Planning and Wealth Management, which provides insights into the financial planning profession. These courses can help you build a solid foundation in FP&A.‎

Yes. You can start learning financial planning and analysis on Coursera for free in two ways:

  1. Preview the first module of many financial planning and analysis courses at no cost. This includes video lessons, readings, graded assignments, and Coursera Coach (where available).
  2. Start a 7-day free trial for Specializations or Coursera Plus. This gives you full access to all course content across eligible programs within the timeframe of your trial.

If you want to keep learning, earn a certificate in financial planning and analysis, or unlock full course access after the preview or trial, you can upgrade or apply for financial aid.‎

Learning financial planning and analysis involves a combination of theoretical knowledge and practical application. Start by enrolling in relevant online courses, such as those focusing on financial analysis and budgeting. Engage with real-world case studies and practice using financial tools and software. Additionally, consider seeking internships or entry-level positions in finance to gain hands-on experience and apply what you've learned in a professional setting.‎

Typical topics covered in financial planning and analysis courses include budgeting techniques, financial forecasting, variance analysis, and performance measurement. Courses may also explore financial modeling, risk management, and the use of financial software tools. Understanding these topics will equip you with the skills needed to analyze financial data and support strategic decision-making within organizations.‎

For training and upskilling employees in financial planning and analysis, courses like Financial Statement and Ratio Analysis for Accountants and GenAI for Financial Insights and Analysis with QUILL can be particularly beneficial. These courses provide practical skills and knowledge that can enhance the financial acumen of your workforce, ultimately contributing to better financial decision-making within the organization.‎

This FAQ content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.

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