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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


  • Status: New
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    Coursera

    Unravel Financial Statements: Modeling Concepts

    Skills you'll gain: Financial Modeling, Operational Analysis, Business Modeling, Financial Statements, Financial Acumen, Financial Statement Analysis, Financial Forecasting, Financial Analysis, Accounting, Balance Sheet, Cash Flows, Business Valuation, Data Literacy, Income Statement, Cash Flow Forecasting, Storytelling

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Understanding Financial Statements: Company Position

    Skills you'll gain: Balance Sheet, Financial Statements, Financial Statement Analysis, Financial Reporting, Financial Accounting, Accounting, Equities, Asset Management, Accounts Receivable, Accounts Payable

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Beginner · Course · 1 - 4 Weeks

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    New
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    Coursera

    Assess Financial Deals & Manage Risk

    Skills you'll gain: Financial Modeling, Risk Management, Corporate Finance, Risk Analysis, Capital Budgeting, Financial Analysis, Financial Forecasting, Investment Management, Return On Investment, Cash Flows, Communication, Presentations

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    Starweaver

    Financial Analysis and Ratio Interpretation

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Visualize & Evaluate Financial Performance Reports

    Skills you'll gain: Performance Reporting, Business Reporting, Data Presentation, Financial Reporting, Data Visualization, Data Storytelling, Data Visualization Software, Performance Analysis, Case Studies, User Feedback, Usability Testing, Communication

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    Coursera

    Financial Forecasts: Learn from Errors

    Skills you'll gain: Financial Forecasting, Forecasting, Procedure Development, Model Evaluation, Financial Modeling, Continuous Improvement Process, Quality Improvement, Project Documentation, Process Improvement and Optimization, Root Cause Analysis, Knowledge Transfer, Analysis, Data Validation, Data Integrity

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Interactive Brokers

    ESG-focused Financial Products

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Services, Investments, Portfolio Management, Financial Market, Capital Markets, Sustainable Business, Financial Analysis, Environmental Issue, Sustainability Reporting, Corporate Sustainability, Applied Machine Learning, Compliance Training, Market Dynamics

    4.9
    Rating, 4.9 out of 5 stars
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    15 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
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    Coursera

    Project Planning: Schedule, Budget, Deliver

    Skills you'll gain: Project Schedules, Project Planning, Project Controls, Budget Management, Communication Planning, Milestones (Project Management), Timelines, Project Performance, Team Management, Project Estimation, Performance Metric, Performance Analysis, Gap Analysis, Estimation

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    Coursera

    YouTube Planning: Script Engaging Videos

    Skills you'll gain: Storyboarding, Video Production, Storytelling, Scripting, Content Creation, Writing and Editing, AI Personalization

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Coursera

    Asana Advanced: Portfolio, Dashboards & Planning at Scale

    Skills you'll gain: Resource Allocation, Timelines, Project Performance, Project Portfolio Management, Root Cause Analysis, Resource Management, Dashboard, Project Coordination, Power BI, Stakeholder Communications, Project Schedules, Management Reporting, Financial Data, Problem Management, Variance Analysis, Project Management Software, Project Management, Capacity Planning, Portfolio Management, Strategic Planning

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Toronto

    Motion Planning for Self-Driving Cars

    Skills you'll gain: Traffic Flow Optimization, Machine Controls, Automation, Robotics, Graph Theory, Algorithms, Computer Vision, Mathematical Modeling, Data Mapping, Predictive Modeling, Data Structures, Spatial Data Analysis, Control Systems, Estimation, Applied Mathematics

    4.8
    Rating, 4.8 out of 5 stars
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    486 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
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    Macquarie University

    Career planning: Your career, your life

    Skills you'll gain: Adaptability, Business Communication, Professional Development, Communication, Proactivity, Personal Development, Professional Networking, digital literacy, Planning, Lifelong Learning, Self-Awareness, Design Thinking, Branding, Creative Thinking

    4.8
    Rating, 4.8 out of 5 stars
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    268 reviews

    Mixed · Course · 1 - 3 Months

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

  • Unravel Financial Statements: Modeling Concepts: Coursera
  • Understanding Financial Statements: Company Position: University of Illinois Urbana-Champaign
  • Assess Financial Deals & Manage Risk: Coursera
  • Financial Analysis and Ratio Interpretation: Starweaver
  • Visualize & Evaluate Financial Performance Reports: Coursera
  • Financial Forecasts: Learn from Errors: Coursera
  • ESG-focused Financial Products: Interactive Brokers
  • Project Planning: Schedule, Budget, Deliver: Coursera
  • YouTube Planning: Script Engaging Videos: Coursera
  • Asana Advanced: Portfolio, Dashboards & Planning at Scale: Coursera

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