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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


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    Erasmus University Rotterdam

    Excel Modeling for Professionals: Best Practices & Pitfalls

    Skills you'll gain: Microsoft Excel, Excel Formulas, Verification And Validation, Financial Modeling, Business Modeling, Spreadsheet Software, Technical Documentation, Maintainability, Data Management, Business Reporting, Data Visualization

    4.5
    Rating, 4.5 out of 5 stars
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    37 reviews

    Intermediate · Course · 1 - 4 Weeks

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    Saïd Business School, University of Oxford

    The Intersection of Finance, Strategy, and Sustainability

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainability Reporting, Sustainable Business, Business Reporting, Corporate Sustainability, Sustainable Development, Stakeholder Engagement, Governance, Financial Reporting, Performance Reporting, Business Metrics, Stakeholder Management, Sustainability Standards, Environmental Issue, Stakeholder Analysis, Risk Management, Business Ethics, Social Impact, Business Risk Management, Corporate Strategy

    4.7
    Rating, 4.7 out of 5 stars
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    148 reviews

    Beginner · Specialization · 1 - 3 Months

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    West Virginia University

    Account Management & Sales Force Design

    Skills you'll gain: Sales Management, Sales Strategy, Account Management, Sales, Sales Process, Strategic Planning, Sales Training, Inside Sales, General Sales Practices, Selling Techniques, Business Strategy, Outside Sales, Purchasing, Compensation Management, Goal Setting, Recruitment

    4.5
    Rating, 4.5 out of 5 stars
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    309 reviews

    Mixed · Course · 1 - 4 Weeks

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    EDUCBA

    Corporate Valuation - DCF and Relative Valuation

    Skills you'll gain: Business Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Cash Flow Forecasting, Equities, Cash Flows, Finance, Financial Statement Analysis, Financial Forecasting, Forecasting

    4.8
    Rating, 4.8 out of 5 stars
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    16 reviews

    Advanced · Course · 1 - 4 Weeks

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    IESE Business School

    Analysis of Business Problems

    Skills you'll gain: Business Analytics, Business Analysis, Financial Analysis, Strategic Decision-Making, Business Strategy, Strategic Thinking, Analytical Skills, Data-Driven Decision-Making, Complex Problem Solving, Analysis, Case Studies, Marketing, Consumer Behaviour, Decision Making, Organizational Effectiveness, Working Capital, Branding

    4.7
    Rating, 4.7 out of 5 stars
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    160 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
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    Tecnológico de Monterrey

    Introducción a las redes sociales. Sus objetivos y métricas.

    Skills you'll gain: Social Media, Social Media Marketing, Social Media Strategy, Social Media Management, Social Network Analysis, Social Media Analytics, Digital Media Strategy, Media and Communications, Marketing, Global Marketing, Media Strategy, Customer Engagement, Consumer Behaviour

    4.4
    Rating, 4.4 out of 5 stars
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    2.6K reviews

    Beginner · Course · 1 - 3 Months

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    SkillUp

    Generative AI: Advance Your Human Resources (HR) Career

    Skills you'll gain: Responsible AI, HR Tech, Human Resources Software, Human Resources Management and Planning, Human Resources, Generative AI, Workforce Planning, Human Resource Strategy, Artificial Intelligence, LLM Application, AI Enablement, Human Resource Management, Employee Engagement, Recruitment, Performance Appraisal, Employee Onboarding

    4.6
    Rating, 4.6 out of 5 stars
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    151 reviews

    Intermediate · Course · 1 - 4 Weeks

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    Technion - Israel Institute of Technology

    Action-Driven Business Plan: From the ‘Classroom’ to the World

    Skills you'll gain: Business Planning, Entrepreneurship, Market Research, New Business Development, Plan Execution, Market Analysis, Financial Modeling, Proposal Writing, Business Development, Video Production, Strategic Thinking, Project Planning, Product Development, Professional Networking, Presentations, Operating Budget, Cash Flow Forecasting, Ideation, Risk Analysis, Timelines

    4.9
    Rating, 4.9 out of 5 stars
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    342 reviews

    Mixed · Course · 1 - 3 Months

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    University of Maryland, College Park

    Corporate Entrepreneurship: Innovating within Corporations

    Skills you'll gain: Proposal Development, Business Modeling, Innovation, Entrepreneurship, Customer Analysis, Entrepreneurial Finance, Business Valuation, Financial Modeling, Market Opportunities, New Business Development, Proposal Writing, Financial Reporting, Internal Auditing, Corporate Finance, Financial Statements, Corporate Strategy, Business Planning, Corporate Accounting, Project Finance, Finance

    4.6
    Rating, 4.6 out of 5 stars
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    308 reviews

    Beginner · Specialization · 3 - 6 Months

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    LearnKartS

    Risk Management Professional Certification Prep

    Skills you'll gain: Risk Analysis, Risk Management, Risk Management Framework, Project Risk Management, Root Cause Analysis, Risk Mitigation, Risk Appetite, Business Risk Management, Enterprise Risk Management (ERM), Contingency Planning, Risk Control, Risk Modeling, Continuous Monitoring, Governance Risk Management and Compliance, Project Management Institute (PMI) Methodology, Performance Analysis, Agile Methodology, Business Continuity Planning, Threat Management, Business Continuity

    4.8
    Rating, 4.8 out of 5 stars
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    132 reviews

    Intermediate · Specialization · 1 - 3 Months

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    U

    Universidad de Chile

    Docencia para la capacitación laboral y el aprendizaje a lo largo de la vida.

    Skills you'll gain: Adult Education, Lifelong Learning, Verbal Communication Skills, Planning, Instructional Design, Professional Development, Communication, Higher Education, Complex Problem Solving

    4.6
    Rating, 4.6 out of 5 stars
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    208 reviews

    Intermediate · Course · 1 - 3 Months

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    ESSEC Business School

    Basics of entrepreneurship: thinking and doing

    Skills you'll gain: Business Modeling, Entrepreneurship, Business Planning, Risk Management, Teamwork, Design Thinking, Ideation, Innovation, New Business Development, Adaptability, Lean Methodologies

    4.7
    Rating, 4.7 out of 5 stars
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    141 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Excel Modeling for Professionals: Best Practices & Pitfalls: Erasmus University Rotterdam
  • The Intersection of Finance, Strategy, and Sustainability: Saïd Business School, University of Oxford
  • Account Management & Sales Force Design: West Virginia University
  • Corporate Valuation - DCF and Relative Valuation: EDUCBA
  • Analysis of Business Problems: IESE Business School
  • Introducción a las redes sociales. Sus objetivos y métricas.: Tecnológico de Monterrey
  • Generative AI: Advance Your Human Resources (HR) Career: SkillUp
  • Action-Driven Business Plan: From the ‘Classroom’ to the World: Technion - Israel Institute of Technology
  • Corporate Entrepreneurship: Innovating within Corporations: University of Maryland, College Park
  • Risk Management Professional Certification Prep: LearnKartS

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