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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: Free Trial
    Free Trial
    M

    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
    ·
    6.3K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Sound the Alarm: Detection and Response

    Skills you'll gain: Intrusion Detection and Prevention, Incident Response, Computer Security Incident Management, Endpoint Detection and Response, Threat Detection, Event Monitoring, Security Information and Event Management (SIEM), Incident Management, Cyber Threat Intelligence, Continuous Monitoring, Security Controls, Network Security, Network Monitoring, Splunk, Network Analysis, TCP/IP, Network Protocols, Document Management, Query Languages

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Corporate Finance: Leverage & Financing Decisions

    Skills you'll gain: Operating Cost, Financial Analysis, Corporate Finance, Operational Analysis, Business Risk Management, Finance, Financial Acumen, Financial Management, Operating Expense, Operational Risk, Income Statement

    Mixed · Course · 1 - 4 Weeks

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

    Corporate Finance Institute

    Introduction to 3-Statement Modeling

    Skills you'll gain: Financial Modeling, Revenue Forecasting, Financial Forecasting, Financial Statements, Financial Statement Analysis, Cash Flow Forecasting, Income Statement, Forecasting, Auditing, Financial Auditing, Balance Sheet, Cash Flows

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Forex Analysis & Currency Conversion Strategies

    Skills you'll gain: International Finance, Travel Arrangements, Excel Formulas, Budgeting, Financial Trading, Financial Analysis, Transaction Processing, Analysis, Market Data, Mathematical Modeling, Financial Modeling, Microsoft Excel, Purchasing, Computational Logic, Decision Making

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    Atlassian

    Agile with Atlassian Jira

    Skills you'll gain: Jira (Software), Agile Methodology, Scrum (Software Development), Kanban Principles, Agile Software Development, Agile Project Management, Lean Methodologies, Backlogs, Agile Product Development, Project Management Software, Sprint Planning, User Story, Workflow Management, Project Management, Issue Tracking, Configuration Management, Query Languages, Software Versioning, Continuous Improvement Process, User Accounts

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.7K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Requirements Gathering and Scope Control

    Skills you'll gain: Scope Management, Project Scoping, Work Breakdown Structure, Requirements Management, Requirements Elicitation, Requirements Analysis, Expectation Management, Project Management, Project Controls, Stakeholder Management, Project Planning, Project Management Life Cycle, Project Risk Management, Stakeholder Engagement, Change Control, User Requirements Documents, Planning, Change Requests, Analysis, Environment

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Minnesota State University, Mankato

    US Estate Taxation and Policies

    Skills you'll gain: Estate Planning, Tax Compliance, Tax Planning, Tax Preparation, Tax, Wealth Management, Tax Laws, Financial Planning, Insurance Policies, Insurance, Asset Management, Legal Proceedings

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    CVP Analysis for Pricing & Profit Optimization

    Skills you'll gain: Production Planning, Financial Statement Analysis, Cost Accounting, Profit and Loss (P&L) Management, Income Statement, Cost Control, Production Process, Production Management, Cost Benefit Analysis, Financial Statements, Operating Cost, Manufacturing Operations, Management Accounting, Product Assortment, Revenue Management, Operational Analysis, Financial Analysis, Cost Management, Price Negotiation, Product Strategy

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Stock Trading: Systems, Strategy & Risk Control

    Skills you'll gain: Technical Analysis, Financial Trading, Investment Management, Securities Trading, Market Trend, Financial Market, Market Data, Investments, Capital Markets, Financial Regulations, Equities, Risk Control, Order Entry, Financial Systems, Risk Management, Order Management, Trend Analysis, Financial Regulation, Business, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Analyze and Manage Credit Risk in Banking

    Skills you'll gain: Credit Risk, Banking, Lending and Underwriting, Portfolio Risk, Bank Regulations, Commercial Lending, Risk Management, Risk Modeling, Risk Management Framework, Risk Mitigation, Financial Services, Risk Analysis, Investment Banking, Portfolio Management, Financial Analysis, Financial Statement Analysis, Business

    4.9
    Rating, 4.9 out of 5 stars
    ·
    16 reviews

    Mixed · Course · 1 - 4 Weeks

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

    Corporate Finance Institute

    Introduction to Business Valuation

    Skills you'll gain: Business Valuation, Financial Analysis, Financial Modeling, Capital Budgeting, Financial Statement Analysis, Financial Forecasting, Cash Flow Forecasting, Cash Flows, Equities, Mergers & Acquisitions, Reconciliation, Forecasting, Competitive Analysis, Excel Formulas, Microsoft Excel, Presentations

    Intermediate · Course · 3 - 6 Months

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

  • Excel Skills for Business: Advanced: Macquarie University
  • Sound the Alarm: Detection and Response: Google
  • Corporate Finance: Leverage & Financing Decisions: EDUCBA
  • Introduction to 3-Statement Modeling: Corporate Finance Institute
  • Forex Analysis & Currency Conversion Strategies: EDUCBA
  • Agile with Atlassian Jira: Atlassian
  • Requirements Gathering and Scope Control: EDUCBA
  • US Estate Taxation and Policies: Minnesota State University, Mankato
  • CVP Analysis for Pricing & Profit Optimization: EDUCBA
  • Stock Trading: Systems, Strategy & Risk Control: EDUCBA

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