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  1. Categories
  2. 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

    GenAI for Financial Forecasting and Planning

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

    4.2 stars, 26 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.2 (26) · Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Financial Analysis in Practice

    Skills you'll gain: Financial Modeling, Variance Analysis, Financial Statements, Revenue Forecasting, Budget Management, Financial Statement Analysis, Business Intelligence Software, Financial Forecasting, Power BI, Financial Analysis, Cash Flows, Cost Management, Spreadsheet Software, Balance Sheet, Financial Reporting, Microsoft Excel, Dashboard, Data Visualization, Key Performance Indicators (KPIs), Business Intelligence

    3.7 stars, 7 reviews, Intermediate, Specialization, 1 - 3 Months

    ★ 3.7 (7) · Intermediate · Specialization · 1 - 3 Months

  • L

    Logical Operations

    Finance and Budgeting Essentials for Business Professionals

    Skills you'll gain: Income Statement, Financial Acumen, Balance Sheet, Financial Statements, Financial Data, Budget Management, Financial Statement Analysis, Budgeting, Financial Analysis, Financial Management, Operating Budget, Financial Accounting, Cash Flows, Corporate Finance, Financial Planning, Finance, Cash Management

    Mixed · Course · 1 - 3 Months

  • M

    Madecraft

    Personal Finance Strategy

    Skills you'll gain: Budgeting, Budget Management, Prioritization, Goal Setting, Smart Goals, Expense Management, Cost Reduction, Action Oriented, Resilience, Investments, Portfolio Management, Growth Mindedness, Fiscal Management, Financial Planning, Tax Planning, Finance, Financial Acumen, Financial Services, Tax Management, Investment Management

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
  • C

    Coursera

    Excel: Build Financial Budgets Fast

    Skills you'll gain: Spreadsheet Software, Financial Data, Excel Formulas, Budget Management, Microsoft Excel, Budgeting, Financial Analysis, Data Cleansing, Data Integration, Data-Driven Decision-Making, Financial Reporting

    Intermediate · Course · 1 - 4 Weeks

  • P

    Pearson

    Insurance

    Skills you'll gain: Insurance, Insurance Policies, Risk Management, Asset Protection, Financial Planning, Decision Making, Cost Control, Cost Management, Cost Reduction

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
  • P

    Pearson

    Retirement and Estate Planning

    Skills you'll gain: Estate Planning, Financial Planning, Asset Protection, Benefits Administration

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
  • M

    Madecraft

    Planning for Retirement

    Skills you'll gain: Action Oriented, Investments, Portfolio Management, Financial Planning, Income Tax, Tax Planning, Goal Setting, Planning, Investment Management, Portfolio Risk, Finance, Income Statement, Benchmarking, Financial Management, Financial Analysis, Prioritization, Estimation

    Beginner · Course · 1 - 3 Months

    Category: New
    New
  • E

    EDUCBA

    Financial Management for Project Managers

    Skills you'll gain: Budget Management, Earned Value Management, Financial Management, Budgeting, Financial Statements, Financial Analysis, Financial Statement Analysis, Financial Acumen, Project Finance, Project Performance, Project Controls, Cash Flows, Project Management, Return On Investment, Finance, Income Statement, Variance Analysis

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
  • A

    Automatic Data Processing, Inc. (ADP)

    Benefits: Financial Protection, Growth & Assistance

    Skills you'll gain: Benefits Administration, Compensation and Benefits, Compensation Management, Insurance, Communication, Administration, Equities, Program Evaluation, Employee Engagement

    4.8 stars, 17 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (17) · Beginner · Course · 1 - 3 Months

  • P

    Pearson

    Financial Performance & Short-Term Planning

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Statements, Cash Management, Financial Forecasting, Cash Flow Forecasting, Budgeting, Forecasting, Financial Planning, Working Capital, Performance Analysis, Operational Efficiency

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
  • S

    Sage Publications

    Marketing Planning & Strategy

    Skills you'll gain: Marketing Planning, Marketing Budgets, Market Analysis, Strategic Marketing, Marketing Strategies, Market Research, Marketing Effectiveness, Budget Management, Marketing Strategy and Techniques, Performance Measurement, Budgeting, Business Strategy, Competitive Analysis, Consumer Behaviour, Marketing Communications, Analysis, Decision Making

    Intermediate · Course · 3 - 6 Months

    Category: New
    New
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