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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
    New
    E

    EDUCBA

    Financial Statement Analysis & Corporate Finance Decisions

    Mixed · Course · 1 - 3 Months

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

    Corporate Finance Institute

    Wealth Management

    Skills you'll gain: Wealth Management, Financial Planning, Consumer Behaviour, Economics, Financial Management, Economic Development, Finance, Market Data, Business Economics, Financial Policy, Portfolio Management, Financial Services, Tax Planning, Relationship Building, Consultative Approaches, Behavioral Economics, Market Dynamics, Financial Analysis, Client Services, Investment Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    46 reviews

    Beginner · Specialization · 3 - 6 Months

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

    Coursera

    DCF, Comps, and Scenarios: Financial Modeling and Valuation

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Variance Analysis, Financial Analysis, Dashboard, Budget Management, Financial Modeling, Strategic Decision-Making, Capital Budgeting, Financial Forecasting, Balance Sheet, Budgeting, Financial Data, Spreadsheet Software, Cash Flows, Microsoft Excel, Project Finance, Data-Driven Decision-Making, Business Valuation, Risk Analysis

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    E

    EDUCBA

    Analyze Financial Markets & Apply Investment Strategies

    Mixed · Course · 1 - 3 Months

  • 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: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Cells, Formulas, and Finance: Excel for Financial Analysts

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Modeling, Excel Macros, Financial Analysis, Pivot Tables And Charts, Bookkeeping, Data Integrity, Excel Formulas, Trend Analysis, Balance Sheet, Reconciliation, Financial Data, Data Validation, Ledgers (Accounting), Data Quality, Spreadsheet Software, Microsoft Excel, Data Cleansing, Automation

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    E

    EDUCBA

    Financial Reporting, IFRS & Strategic Decisions

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of California, Santa Barbara

    CPA Licensure Prep: Current Issues in Financial Reporting

    Skills you'll gain: Financial Reporting, Generally Accepted Accounting Principles (GAAP), Financial Statement Analysis, Balance Sheet, Depreciation, Financial Statements, Revenue Recognition, Financial Accounting, Financial Analysis, Accrual Accounting, Bookkeeping, Technical Accounting, Accounting, Income Statement, General Ledger, Capital Expenditure, Equities, Fixed Asset, Standard Accounting Practices, Expense Management

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    E

    EDUCBA

    Financial Analysis, Reporting & Decision Making

    Beginner · Specialization · 3 - 6 Months

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

    Coursera

    Financial Modeling with Excel NPV

    Skills you'll gain: Capital Budgeting, Cash Flows, Financial Modeling, Excel Formulas, Financial Analysis, Data-Driven Decision-Making, Business Valuation, Project Finance, Return On Investment, Microsoft Excel, Financial Forecasting

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Preparatory Certificate in Finance and Financial Markets

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Statement Analysis, Annual Reports, Mergers & Acquisitions, Income Statement, Financial Statements, Financial Analysis, Business Valuation, Banking Services, Credit Risk, Loans, Capital Expenditure, Corporate Finance, Banking, Accounting, Capital Markets, Enterprise Risk Management (ERM), Balance Sheet, Financial Trading, Wealth Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    741 reviews

    Beginner · Specialization · 3 - 6 Months

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

    Coursera

    Advanced Excel Financial Modeling Risk Analysis & Auditing

    Advanced · Course · 1 - 3 Months

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

  • Financial Statement Analysis & Corporate Finance Decisions: EDUCBA
  • Wealth Management: Corporate Finance Institute
  • DCF, Comps, and Scenarios: Financial Modeling and Valuation: Coursera
  • Analyze Financial Markets & Apply Investment Strategies: EDUCBA
  • Financial Modeling: Statements, Costs & Forecasts : Coursera
  • Cells, Formulas, and Finance: Excel for Financial Analysts: Coursera
  • Financial Reporting, IFRS & Strategic Decisions: EDUCBA
  • CPA Licensure Prep: Current Issues in Financial Reporting: University of California, Santa Barbara
  • Financial Analysis, Reporting & Decision Making: EDUCBA
  • Financial Modeling with Excel NPV: Coursera

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