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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


  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Financial Forecasting and Planning

    Skills you'll gain: Financial Forecasting, Forecasting, Financial Data, Generative AI, Market Intelligence, Data-Driven Decision-Making, Strategic Planning, Financial Planning, Artificial Intelligence, Market Analysis, Data Quality

    4.3
    Rating, 4.3 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Business Impact

    Skills you'll gain: Financial Acumen, Financial Analysis, Operational Efficiency, Business Acumen, Business, Finance, Business Strategies, Business Metrics, Financial Management, Business Strategy, Strategic Decision-Making, Performance Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 4 Weeks

  • P

    Packt

    Project Finance & Excel: Build Financial Models from Scratch

    Skills you'll gain: Timelines, Return On Investment, Financial Statements, Financial Analysis, Balance Sheet, Construction Management, Capital Expenditure, Operating Cost, Income Statement, Cash Flow Forecasting, Microsoft Excel, Scheduling, Cash Flows, Revenue Forecasting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    11 reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Coursera

    Program Financial Planning with ClickUp

    Skills you'll gain: Program Management, Project Planning, Project Management Software, Innovation, Budget Management, Financial Planning, Process Flow Diagrams, Agile Methodology, Strategic Planning

    4.3
    Rating, 4.3 out of 5 stars
    ·
    12 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Introduction to Financial Analysis - The "Why?"

    Skills you'll gain: Financial Analysis, Finance, Accounting, Financial Accounting, Business Valuation, Financial Statements, Financial Management, Balance Sheet, Corporate Finance, Return On Investment, Income Statement, Entrepreneurial Finance, Risk Analysis, Cash Flows, Investment Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    318 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Investment Risk Management

    Skills you'll gain: Investment Management, Risk Management, Financial Analysis, Financial Management, Risk Analysis, Portfolio Management, Financial Market, Investments, Return On Investment, Statistics

    4.4
    Rating, 4.4 out of 5 stars
    ·
    2.1K reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    A

    Alfaisal University | KLD

    إدارة الثروات | Wealth Management

    Skills you'll gain: Wealth Management, Asset Management, Portfolio Management, Investment Management, Financial Planning, Financial Management, Financial Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    11 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Program Finance and Investment

    Skills you'll gain: Earned Value Management, Project Schedules, Procurement, Cost Management, Return On Investment, Spreadsheet Software, Microsoft Excel, Financial Analysis, Project Performance, Project Estimation, Microsoft 365, Project Finance, Investment Management, Variance Analysis, Forecasting, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Investment Evaluation

    Skills you'll gain: Financial Acumen, Capital Budgeting, Financial Analysis, Financial Forecasting, Cash Flows, Cost Benefit Analysis, Return On Investment, Investments, Risk Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    38 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Alternative Investments As We Age: Building Wealth

    Skills you'll gain: Wealth Management, Finance, Financial Analysis, Case Studies, Financial Planning, Investments, Decision Making, Portfolio Management, Asset Management, Behavioral Economics, Investment Management, Private Equity, Real Estate

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Financial & Technical Skills for Business Success

    Skills you'll gain: Spreadsheet Software, Financial Statements, Financial Statement Analysis, Financial Acumen, Excel Formulas, Microsoft Excel, Content Marketing, Balance Sheet, Profit and Loss (P&L) Management, Cash Flows, Registration, Web Servers

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Risk Management in Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Financial Planning, Asset Protection, Risk Management, Needs Assessment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    61 reviews

    Beginner · Course · 1 - 4 Weeks

Searches related to financial planning

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1…789…373

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

  • GenAI for Financial Forecasting and Planning: Coursera
  • Business Impact: Duke University
  • Project Finance & Excel: Build Financial Models from Scratch: Packt
  • Program Financial Planning with ClickUp: Coursera
  • Introduction to Financial Analysis - The "Why?": University of Illinois Urbana-Champaign
  • Investment Risk Management: Coursera
  • إدارة الثروات | Wealth Management: Alfaisal University | KLD
  • Program Finance and Investment: Microsoft
  • Investment Evaluation: Duke University
  • Alternative Investments As We Age: Building Wealth: University of Illinois Urbana-Champaign

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