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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Advanced Financial Reporting: Accounting for Business Combinations and Preparation of Consolidated Financial Statements

    Skills you'll gain: Mergers & Acquisitions, Intercompany Accounting, Business Valuation, Financial Reporting, Technical Accounting, Consolidation, Financial Accounting, Generally Accepted Accounting Principles (GAAP), Business Reporting, International Financial Reporting Standards, Business, Financial Statements

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    258 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    BIM Fundamentals: Smarter Building Design & Planning

    Skills you'll gain: Autodesk Revit, Building Information Modeling, Document Management, Construction, Engineering Documentation, Architectural Drawing, Project Coordination, Computer-Aided Design, Digital Transformation, Architectural Design, Construction Management, Collaboration, 3D Modeling, Data Modeling, Coordination, Visualization (Computer Graphics), Data Visualization

    4.2
    Rating, 4.2 out of 5 stars
    ·
    16 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Financial Statements in Power BI

    Skills you'll gain: Data Analysis Expressions (DAX), Snowflake Schema, Power BI, Financial Statements, Business Intelligence, Financial Reporting, Cash Flows, Microsoft Excel, Financial Data, Data Modeling, Balance Sheet, Income Statement, SQL

    4.7
    Rating, 4.7 out of 5 stars
    ·
    41 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Models & Frameworks to Support Sales Planning

    Skills you'll gain: Sales Management, Sales Strategy, Customer Engagement, Sales Process, Sales, Sales Enablement, Sales Training, Customer Relationship Building, Business, Negotiation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    80 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Cambridge

    Financial Accounting and Capital Markets

    Skills you'll gain: Accrual Accounting, Accruals, Financial Accounting, Financial Modeling, Accounting, Equities, Financial Market, Capital Markets, Financial Analysis, Sustainable Business, Depreciation, Financial Statements, Cash Flows, Loans, Profit and Loss (P&L) Management, Microsoft Excel, Strategic Decision-Making

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Robotic Path Planning and Task Execution

    Skills you'll gain: Robotics, Artificial Intelligence, Graph Theory, Algorithms, Computer Vision, Data Structures, Python Programming

    Build toward a degree

    4.4
    Rating, 4.4 out of 5 stars
    ·
    14 reviews

    Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    Apply Financial Risk, Capital & Governance Analytics

    Skills you'll gain: Risk Modeling, Risk Analysis, Lending and Underwriting, Risk Management Framework, Financial Analysis, Financial Market, Portfolio Risk, Risk Management, Bank Regulations, Financial Systems, Operational Risk, Analysis, Commercial Lending, Responsible AI, Business Risk Management, Safety Culture, Financial Regulation, Business Continuity, Governance, Capital Budgeting

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Automated Financial Reporting

    Skills you'll gain: Prompt Engineering, Large Language Modeling, LLM Application, Google Gemini, Generative AI, AI Enablement, Financial Reporting, Anomaly Detection, OpenAI, ChatGPT, Auditing, Business Process Automation, Financial Analysis, Data Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    27 reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Analyze Investment Banking & Financial Market Fundamentals

    Skills you'll gain: Financial Trading, Corporate Finance, Credit Risk

    Beginner · Course · 1 - 3 Months

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

    Coursera

    Design, Analyze, and Explain Financial Performance

    Skills you'll gain: Dashboard, Performance Analysis, Variance Analysis, Management Reporting, Financial Reporting, Financial Analysis, Financial Data, Data Storytelling, Report Writing, Business Communication, Key Performance Indicators (KPIs), Data Visualization Software

    Intermediate · Course · 1 - 4 Weeks

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

    Coursera

    Cleanse, Analyze and Validate Financial Data

    Skills you'll gain: Data Validation, Pivot Tables And Charts, Dashboard, Microsoft Excel, Financial Data, Data Cleansing, Case Studies, Data Transformation, Data Quality, Data Integrity, Data Manipulation, Data Integration, Financial Analysis, Automation

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Scrum Fundamentals and Industry Planning Techniques

    Skills you'll gain: Sprint Planning, Sprint Retrospectives, Agile Methodology, Backlogs, Agile Project Management, Estimation, Capacity Planning, Project Estimation, Meeting Facilitation, User Story, Dependency Analysis, Goal Setting, Capacity Management, Cross-Functional Team Leadership, Prioritization, Collaboration, Stakeholder Management, Team Building, Risk Mitigation

    Beginner · Course · 1 - 4 Weeks

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

  • Advanced Financial Reporting: Accounting for Business Combinations and Preparation of Consolidated Financial Statements: University of Illinois Urbana-Champaign
  • BIM Fundamentals: Smarter Building Design & Planning: Coursera
  • Financial Statements in Power BI: Corporate Finance Institute
  • Models & Frameworks to Support Sales Planning : Fundação Instituto de Administração
  • Financial Accounting and Capital Markets: University of Cambridge
  • Robotic Path Planning and Task Execution: University of Colorado Boulder
  • Apply Financial Risk, Capital & Governance Analytics: EDUCBA
  • GenAI for Automated Financial Reporting: Coursera
  • Analyze Investment Banking & Financial Market Fundamentals: EDUCBA
  • Design, Analyze, and Explain Financial Performance: Coursera

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