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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.


Popular Financial Planning Courses and Certifications


  • C

    Coursera

    Financial Analysis: Portfolios, Risks, Strategic Decisions

    Skills you'll gain: Portfolio Management, Investment Management, Risk Management, Financial Management, Wealth Management, Finance, Financial Market, Investments, Financial Planning, Financial Analysis, Asset Management, Business Valuation, Market Dynamics, Quantitative Research

    4.4
    Rating, 4.4 out of 5 stars
    ·
    150 reviews

    Beginner · Course · 1 - 4 Weeks

  • I

    Indian School of Business

    Basic Financial Literacy

    Skills you'll gain: Loans, Financial Planning, Wealth Management, Financial Management, Budgeting, Tax Planning, Investments, Economics, Income Tax, Risk Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    17 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Financial Analyst: AI, Excel, and Power BI Skills

    Skills you'll gain: Financial Modeling, Financial Forecasting, Financial Statement Analysis, Risk Modeling, Capital Budgeting, Risk Management, Financial Auditing, Data Cleansing, Financial Data, Portfolio Risk, Financial Analysis, Data Storytelling, Descriptive Statistics, Risk Analysis, Budgeting, Credit Risk, Predictive Modeling, Power BI, Microsoft Excel, Data Visualization

    Intermediate · Professional Certificate · 3 - 6 Months

  • B

    Board Infinity

    Master Financial Analysis & Modeling Fundamentals

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Modeling, Financial Analysis, Working Capital, Business Valuation, Financial Forecasting, Income Statement, Balance Sheet, Forecasting, Business Metrics, Cash Flows, Budgeting, Return On Investment, Variance Analysis, Operational Efficiency, Google Sheets, Microsoft Excel

    Beginner · Course · 1 - 4 Weeks

  • C

    Corporate Finance Institute

    Preparatory Certificate in Finance and Financial Markets

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Statement Analysis, Annual Reports, Mergers & Acquisitions, Income Statement, Financial Statements, Financial Analysis, Business Valuation, Banking Services, Credit Risk, Loans, Capital Expenditure, Corporate Finance, Banking, Accounting, Capital Markets, Enterprise Risk Management (ERM), Balance Sheet, Financial Trading, Wealth Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    723 reviews

    Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    AI-Driven Financial Planning, Forecasting, and Automation

    Skills you'll gain: Financial Forecasting, Financial Data, Variance Analysis, Financial Analysis, Budgeting, Financial Modeling, Cost Management, Supervised Learning, Financial Planning, Applied Machine Learning, Predictive Modeling, Risk Modeling, Data-Driven Decision-Making, Business Analytics, Risk Analysis, Credit Risk, Model Evaluation, Data Pipelines, Automation

    Intermediate · Course · 1 - 3 Months

  • E

    EDUCBA

    Financial Reporting and Cost Management Foundations

    Skills you'll gain: Financial Statement Analysis, Management Accounting, Revenue Recognition, Forecasting, Financial Analysis, Cost Accounting, Budget Management, Inventory Accounting, Budgeting, Performance Measurement, Income Statement, Balance Sheet, Cost Management, Analytics, Enterprise Resource Planning, Systems Analysis, Information Systems, Management Information Systems, Business Analytics, Finance

    Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    Financial Analysis in Practice

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

    Intermediate · Specialization · 1 - 3 Months

  • C

    Coursera

    AI-Powered Finance: Forecasting, Planning & Reporting

    Skills you'll gain: Ledgers (Accounting), Prompt Engineering, Tax Planning, Tax Management, Large Language Modeling, LLM Application, Auditing, Portfolio Risk, Portfolio Management, Tax Compliance, Generative AI, Income Tax, Cash Flow Forecasting, Fraud detection, Financial Forecasting, Financial Analysis, Responsible AI, Financial Data, Artificial Intelligence, Risk Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    237 reviews

    Intermediate · Specialization · 3 - 6 Months

  • U

    University of Illinois Urbana-Champaign

    Financial Management

    Skills you'll gain: Revenue Recognition, Peer Review, Credit Risk, Mergers & Acquisitions, Financial Analysis, Accrual Accounting, Financial Statement Analysis, Cash Flows, Accounting, Corporate Finance, Financial Statements, Financial Accounting, Finance, Financial Modeling, Investments, Return On Investment, Generally Accepted Accounting Principles (GAAP), Financial Management, Portfolio Management, Risk Management

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6.9K reviews

    Intermediate · Specialization · 3 - 6 Months

  • S

    SkillUp

    Safeguarding Against Financial Elder Abuse

    Skills you'll gain: Fraud detection, Personal Development, Financial Regulation, Financial Controls, Finance, Financial Planning, Emotional Intelligence, Financial Acumen, Communication

    Beginner · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Analyze Personal Finance and Private Wealth Strategies

    Skills you'll gain: Estate Planning, Portfolio Risk, Wealth Management, Risk Management, Portfolio Management, Investment Management, Tax Planning, Financial Planning, Asset Management, Risk Appetite, Personalized Service, Tax, Financial Analysis, Behavioral Economics, Financial Modeling, Simulation and Simulation Software

    Beginner · Course · 1 - 3 Months

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

  • Financial Analysis: Portfolios, Risks, Strategic Decisions: Coursera
  • Basic Financial Literacy: Indian School of Business
  • Financial Analyst: AI, Excel, and Power BI Skills: Coursera
  • Master Financial Analysis & Modeling Fundamentals: Board Infinity
  • Preparatory Certificate in Finance and Financial Markets: Corporate Finance Institute
  • AI-Driven Financial Planning, Forecasting, and Automation: Coursera
  • Financial Reporting and Cost Management Foundations: EDUCBA
  • Financial Analysis in Practice: Coursera
  • AI-Powered Finance: Forecasting, Planning & Reporting: Coursera
  • Financial Management: University of Illinois Urbana-Champaign

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