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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

    Crear un Informe Financiero con Microsoft Excel

    Skills you'll gain: Balance Sheet, Financial Statements, Profit and Loss (P&L) Management, Income Statement, Financial Statement Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Excel Formulas, Business Reporting, Ledgers (Accounting), Spreadsheet Software

    ★ 4.7 (105) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • L

    LearnQuest

    Angular 17

    Skills you'll gain: Angular, JavaScript Frameworks, Application Deployment, Cascading Style Sheets (CSS), UI Components, Application Frameworks, Frontend Performance, Data Transformation, Server Side, User Interface (UI), Dataflow, Front-End Web Development, Hypertext Markup Language (HTML), Restful API, Code Reusability, Web Applications, Network Routing, Software Architecture, Maintainability, Web Development

    ★ 4.2 (64) · Beginner · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    Universidad Austral

    Modelización Cuantitativa para Finanzas Corporativas

    Skills you'll gain: Financial Modeling, Time Series Analysis and Forecasting, Risk Modeling, Regression Analysis, Financial Forecasting, Predictive Modeling, Statistical Modeling, Financial Data, Forecasting, Finance, Trend Analysis, Predictive Analytics, Statistical Methods, R Programming, Financial Analysis, Statistical Analysis, Statistics, Probability & Statistics, Estimation, Probability Distribution

    ★ 4.5 (32) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • E

    EDUCBA

    Advanced Excel Analytics, Automation & Data Analysis

    Skills you'll gain: Excel Macros, Data Validation, Scatter Plots, Plot (Graphics), Pivot Tables And Charts, Microsoft Excel, Data Visualization, Regression Analysis, Excel Formulas, Statistical Visualization, Histogram, Data Analysis, Data Integrity, Statistical Modeling, Descriptive Statistics, Spreadsheet Software, Analytics, Financial Data, Financial Analysis, Automation

    ★ 4.9 (34) · Beginner · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    University of Illinois Urbana-Champaign

    Solving the Retirement Puzzle

    Skills you'll gain: Estate Planning, Wealth Management, Portfolio Management, Insurance, Financial Planning, Insurance Policies, Personal Development, Finance, Asset Management, Risk Management, Portfolio Risk, Contract Review, Succession Planning, Investment Management, Land Management, Risk Modeling, Investments, Financial Modeling, Consumer Behaviour, Analysis

    Beginner · Specialization · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • B

    Banco Interamericano de Desarrollo

    Infraestructura sostenible

    Skills you'll gain: Sustainable Development, Project Finance, Sustainable Systems, Public Works, Sustainable Business, Sustainable Design, Corporate Sustainability, Economic Development, Sustainability Standards, Social Impact, Climate Change Adaptation, Environment, Strategic Partnership, Project Management Life Cycle, Project Management, Investment Banking, Natural Resource Management, Project Planning, Fundraising and Crowdsourcing, Private Equity

    ★ 4.9 (95) · Beginner · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • J

    Johns Hopkins University

    Confronting Gender Based Violence: Global Lessons for Healthcare Workers

    Skills you'll gain: Health Care, Clinical Assessment, Trauma Care, Psychosocial Assessments, Mental and Behavioral Health, Crisis Intervention, Health Disparities, Public Health and Disease Prevention, Health Equity, Patient-centered Care, Clinical Research Ethics, Community Health, Healthcare Ethics, Health Technology, Health Policy, Medical Privacy, Safety and Security

    ★ 4.8 (279) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • C

    Coursera

    Automating Team Communication with Google Sheets and Apps Script

    Skills you'll gain: Email Automation, Google Workspace, Google Sheets, Stakeholder Communications, Communication Planning, Scripting, Gmail, Stakeholder Management, Project Schedules, Project Management, Javascript

    ★ 4.5 (131) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • S

    SkillsBooster Academy

    AI for Marketing and Sales

    Skills you'll gain: Prompt Engineering, Email Marketing, Prompt Engineering Tools, Email Automation, Microsoft Copilot, Marketing Automation, Data Ethics, Generative AI, Search Engine Optimization, Content Marketing, Google Gemini, Prompt Patterns, Multimodal Prompts, ChatGPT, Search Engine Marketing, Digital Marketing, Deepseek, Artificial Intelligence, Artificial Intelligence and Machine Learning (AI/ML), Sales

    ★ 4.6 (26) · Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • S

    Simplilearn

    Business Analysis Excel Tools and CCBA Training

    Skills you'll gain: Project Risk Management, Business Analysis, Project Management, Risk Management, Project Planning, Data Visualization, Agile Methodology, Agile Project Management, Microsoft Excel, Cost Management, Interactive Data Visualization, Stakeholder Engagement, Excel Formulas, Pivot Tables And Charts, Business Analytics, Stakeholder Management, Business Requirements, Solution Design, Data Analysis, Data Validation

    ★ 4.4 (56) · Beginner · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    University of Michigan

    Human Capital: Strategic HR and Managing Talent

    Skills you'll gain: Human Capital, Human Resources Management and Planning, Human Resource Strategy, Human Resources, Organizational Change, Change Management, Talent Management, Organizational Strategy, HR Tech, Crisis Management, Strategic Leadership, Talent Acquisition, Workforce Development, Team Building, Team Management, Leadership Development, People Analytics, Talent Recruitment, Leadership, Cultural Diversity

    ★ 4.8 (45) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • V

    Vanderbilt University

    ChatGPT + Excel: Master AI-driven Formulas & Visualizations

    Skills you'll gain: Excel Macros, Excel Formulas, Microsoft Excel, Data Visualization, ChatGPT, Plot (Graphics), Spreadsheet Software, Vibe coding, Interactive Data Visualization, AI Enablement, Multimodal Prompts, Prompt Engineering, Prototyping, Verification And Validation, Data Import/Export

    ★ 4.8 (77) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
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In summary, here are 10 of our most popular financial planning courses

  • Crear un Informe Financiero con Microsoft Excel: Coursera
  • Angular 17: LearnQuest
  • Modelización Cuantitativa para Finanzas Corporativas: Universidad Austral
  • Advanced Excel Analytics, Automation & Data Analysis: EDUCBA
  • Solving the Retirement Puzzle: University of Illinois Urbana-Champaign
  • Infraestructura sostenible: Banco Interamericano de Desarrollo
  • Confronting Gender Based Violence: Global Lessons for Healthcare Workers: Johns Hopkins University
  • Automating Team Communication with Google Sheets and Apps Script: Coursera
  • AI for Marketing and Sales: SkillsBooster Academy
  • Business Analysis Excel Tools and CCBA Training: Simplilearn

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