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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


  • C

    Coursera

    Project Sales: Excel Forecasting Functions

    Skills you'll gain: Financial Forecasting, Forecasting, Microsoft Excel, Business Planning, Excel Formulas, Time Series Analysis and Forecasting, Trend Analysis, Strategic Decision-Making, Revenue Forecasting, Predictive Modeling, Data-Driven Decision-Making, Sales Management, Data Analysis, Technical Communication, Financial Modeling, Performance Metric

    Intermediate · Course · 1 - 4 Weeks

  • U

    Universidad Nacional Autónoma de México

    Finanzas personales

    Skills you'll gain: Insurance, Financial Planning, Budgeting, Credit Risk, Finance, Financial Management, Asset Management, Risk Management, Investment Management, Expense Management, Consumer Behaviour

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9K reviews

    Mixed · Course · 1 - 3 Months

  • R

    Rice University

    Investment and Portfolio Management

    Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Market, Investments, Securities (Finance), Financial Systems, Securities Trading, Asset Management, Behavioral Economics, Capital Markets, Investment Management, Equities, Performance Measurement, Finance, Financial Services, Performance Analysis, Risk Management, Return On Investment, Market Liquidity, Derivatives

    4.5
    Rating, 4.5 out of 5 stars
    ·
    2.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • M

    Macquarie University

    Excel Skills for Business: Advanced

    Skills you'll gain: Excel Formulas, Dashboard, Microsoft Excel, Spreadsheet Software, Data Preprocessing, Data Literacy, Data Manipulation, Data Presentation, Excel Macros, Data Storytelling, Data Analysis Software, Business Analytics, Pivot Tables And Charts, Financial Forecasting, Analytical Skills, Advanced Analytics, Business Mathematics, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6.2K reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Coursera

    Audit Readiness, Payment Controls, and SAP Transactions

    Skills you'll gain: Accounts Payable, Auditing, Accounting Systems, Audit Planning, Financial Auditing, Accounting Records, Auditors Report, Document Management, Transaction Processing, Verification And Validation, SAP Applications, Financial Controls, Compliance Auditing, Internal Controls, Fraud detection, Payment Systems

    Beginner · Course · 1 - 3 Months

  • U

    University of Pennsylvania

    Introduction to Corporate Finance

    Skills you'll gain: Return On Investment, Capital Budgeting, Finance, Capital Expenditure, Forecasting, Cash Flow Forecasting, Financial Modeling, Financial Analysis, Cost Benefit Analysis, Financial Management, Financial Acumen, Corporate Finance, Business Valuation, Cash Flows, Risk Analysis, Depreciation, Loans, Working Capital

    4.6
    Rating, 4.6 out of 5 stars
    ·
    6.4K reviews

    Mixed · Course · 1 - 4 Weeks

  • U

    University of California, Irvine

    Work Smarter, Not Harder: Time Management for Personal & Professional Productivity

    Skills you'll gain: Time Management, Scheduling, Strategic Prioritization, Productivity Software, Professionalism, Planning, Overcoming Obstacles, Communication Strategies, Crisis Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    17K reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Pennsylvania

    English for Career Development

    Skills you'll gain: English Language, Vocabulary, Writing, Business Writing, Interviewing Skills, Verbal Communication Skills, Social Skills, Professional Networking, Job Analysis, Business Communication, Communication, Recruitment

    4.8
    Rating, 4.8 out of 5 stars
    ·
    17K reviews

    Mixed · Course · 1 - 3 Months

  • V

    Vanderbilt University

    ChatGPT for Project Management - Leveraging AI for Success

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, Large Language Modeling, LLM Application, Productivity, Project Planning, OpenAI, AI Enablement, Generative AI, Risk Analysis, Timelines, Project Risk Management, Performance Metric, Project Schedules, Project Management, Artificial Intelligence, Key Performance Indicators (KPIs), Smart Goals, Taking Meeting Minutes

    4.8
    Rating, 4.8 out of 5 stars
    ·
    7.9K reviews

    Beginner · Specialization · 1 - 3 Months

  • I

    IBM

    IBM Product Owner

    Skills you'll gain: AI Product Strategy, User Story, Sprint Retrospectives, Backlogs, Agile Product Development, Agile Software Development, Scrum (Software Development), Stakeholder Communications, Agile Methodology, Kanban Principles, Responsible AI, Generative AI, Product Roadmaps, Virtual Teams, Information Technology, Agile Project Management, Computer Hardware, ChatGPT, Stakeholder Management, Sprint Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7.3K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • R

    Rice University

    Business Finance and Data Analysis Fundamentals

    Skills you'll gain: Capital Budgeting, Cash Flows, Probability & Statistics, Finance, Financial Statements, Microsoft Excel, Descriptive Statistics, Financial Accounting, Business Analytics, Box Plots, Probability Distribution, Data Visualization, Probability, Statistics, Ledgers (Accounting), Financial Analysis, Business Valuation, Business Mathematics, Financial Management, Data Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3K reviews

    Beginner · Specialization · 3 - 6 Months

  • I

    IESE Business School

    Think like a CFO

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Market, Income Statement, Corporate Finance, Accounting, Financial Management, Cash Flows, Financial Acumen, Balance Sheet, Financial Modeling, Accrual Accounting, Financial Accounting, Financial Data, Financial Analysis, Management Accounting, Capital Budgeting, Finance, Equities, Business Valuation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6.4K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Project Sales: Excel Forecasting Functions: Coursera
  • Finanzas personales: Universidad Nacional Autónoma de México
  • Investment and Portfolio Management: Rice University
  • Excel Skills for Business: Advanced: Macquarie University
  • Audit Readiness, Payment Controls, and SAP Transactions: Coursera
  • Introduction to Corporate Finance: University of Pennsylvania
  • Work Smarter, Not Harder: Time Management for Personal & Professional Productivity: University of California, Irvine
  • English for Career Development: University of Pennsylvania
  • ChatGPT for Project Management - Leveraging AI for Success: Vanderbilt University
  • IBM Product Owner: IBM

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