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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

    Copenhagen Business School

    FinTech and the Transformation in Financial Services

    Skills you'll gain: FinTech, Payment Systems, Financial Services, International Finance, Payment Processing, Financial Systems, Banking Services, Digital Transformation, Financial Regulation, Financial Regulations, Financial Market, Banking, Retail Banking, Bank Regulations, Payment Processing and Collection, Fundraising and Crowdsourcing

    4.3 stars, 1.2K reviews, Beginner, Course, 1 - 3 Months

    ★ 4.3 (1.2K) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • W

    Workday

    Workday Financial Management for Business Users

    Skills you'll gain: People Analytics, Accounts Payable and Receivable, Accounts Payable, Workday (Software), Accounts Receivable, Accounting Software, Ledgers (Accounting), Accounting and Finance Software, Accounting Systems, Financial Data, Dashboard, General Ledger, Accounting, Data Import/Export, Workflow Management, Management Reporting, Business Reporting, Business Process, Financial Reporting, Finance

    4.6 stars, 7 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.6 (7) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • C

    Coursera

    Asana Advanced: Portfolio, Dashboards & Planning at Scale

    Skills you'll gain: Resource Allocation, Timelines, Project Performance, Project Portfolio Management, Resource Utilization, Risk Analysis, Goal Setting, Root Cause Analysis, Resource Planning, Resource Management, Team Performance Management, Performance Analysis, Process Improvement and Optimization, Scheduling, Dashboard, Project Management Software, Capacity Planning, Portfolio Management, Power BI, Strategic Planning

    Intermediate · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • C

    Coursera

    Strategic Career Planning in Technology-Based Roles

    Skills you'll gain: Workforce Development, Professional Networking, Computer Science, Professional Development, Academic Advising, Technology Strategies, Recruitment, Adaptability, Information Technology, Branding

    3.8 stars, 6 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 3.8 (6) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • C

    Coursera

    Transform Financial Data: Recall & Import

    Skills you'll gain: Data Literacy, JSON, Data Transformation, Financial Data, Data Wrangling, Data Import/Export, Automation, Unstructured Data, Data Cleansing, Dashboard, Extract, Transform, Load, Financial Reporting, Data Structures, Data Pipelines, Data Governance

    Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Apple Inc Financial Modeling: Analyze & Forecast

    Skills you'll gain: Financial Statements, Financial Modeling, Financial Analysis, Working Capital, Equities, Capital Expenditure, Financial Data, Business Valuation, Accounts Receivable, Finance, Analysis, Cash Flows, Corporate Finance, Risk Analysis, Investment Banking, Depreciation, Business, Estimation

    4.8 stars, 12 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 4.8 (12) · Mixed · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Master Financial Modeling in Islamic Banking

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Accounting, Financial Analysis, Balance Sheet, Financial Reporting, Financial Modeling, Income Statement, Bank Regulations, Business Valuation, Financial Forecasting, Forecasting, Financial Regulation, Cash Flows, Regulatory Compliance, Banking, Financial Regulations, Cash Flow Forecasting, Ethical Standards And Conduct

    5 stars, 26 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 5 (26) · Mixed · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • E

    EDUCBA

    Financial Reporting for Small Businesses

    Skills you'll gain: Balance Sheet, QuickBooks (Accounting Software), Management Reporting, Financial Statements, Financial Statement Analysis, Cash Management, Profit and Loss (P&L) Management, Financial Reporting, Financial Data, Cash Flow Forecasting, Financial Accounting, Budgeting, Payroll, Accounting, Operational Analysis, Forecasting, Banking, Analysis, Business, Business Management

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • C

    Coursera

    YouTube Planning: Manage Content Like a Pro

    Skills you'll gain: Content Scheduling, Content Development and Management, Content Performance Analysis, Content Strategy, Target Audience, Calendar Management, Production Planning, Scheduling, Production Process, Digital Publishing, Content Management, Production Schedule, Content Creation, Organizational Skills, Workflow Management, AI Product Strategy, Production Management, Organizational Structure

    Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • C

    Coursera

    Financial Reporting with Tableau: Parameters & Filters

    Skills you'll gain: Dashboard, Dashboard Creation, Tableau Software, Interactive Data Visualization, Financial Reporting, Financial Data, Business Reporting, Financial Statements, Business Intelligence, Financial Acumen, Financial Analysis, Data Visualization Software, Performance Analysis, Key Performance Indicators (KPIs)

    Intermediate · Guided Project · Less Than 2 Hours

  • E

    EDUCBA

    Financial Statement Analysis for Credit Decisions

    Skills you'll gain: Financial Statement Analysis, Working Capital, Financial Statements, Financial Analysis, Credit Risk, Lending and Underwriting, Financial Acumen, Commercial Lending, Financial Data, Corporate Finance, Accounts Payable and Receivable, Balance Sheet, Accounts Receivable, Cash Flows, Risk Analysis, Business Metrics, Competitive Analysis, Finance

    5 stars, 12 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 5 (12) · Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • B

    Banco Interamericano de Desarrollo

    Perspectives in Digital Transformation: Financial Inclusion

    Skills you'll gain: Financial Inclusion, Digital Transformation, FinTech, Digital Analysis, Mobile Banking, Experience Design, Business Transformation, Diversity Equity and Inclusion Initiatives, Financial Services, Financial Systems, Banking, Data-Driven Decision-Making, Customer experience improvement, Innovation, Human Capital

    Beginner · Course · 1 - 4 Weeks

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

  • FinTech and the Transformation in Financial Services: Copenhagen Business School
  • Workday Financial Management for Business Users: Workday
  • Asana Advanced: Portfolio, Dashboards & Planning at Scale: Coursera
  • Strategic Career Planning in Technology-Based Roles: Coursera
  • Transform Financial Data: Recall & Import: Coursera
  • Apple Inc Financial Modeling: Analyze & Forecast: EDUCBA
  • Master Financial Modeling in Islamic Banking: EDUCBA
  • Financial Reporting for Small Businesses: EDUCBA
  • YouTube Planning: Manage Content Like a Pro: Coursera
  • Financial Reporting with Tableau: Parameters & Filters: Coursera

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