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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


  • Status: New
    New
    Status: Free Trial
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    EDUCBA

    Fundamentals of Risk Management & Financial Analysis

    Skills you'll gain: Operational Risk, Predictive Modeling, Risk Modeling, Risk Analysis, Probability, Statistical Methods, Statistical Analysis, Financial Analysis, Credit Risk, Financial Management, Financial Data, Risk Management, Probability Distribution, Statistical Hypothesis Testing, Finance, Analysis, Probability & Statistics, Statistics, Variance Analysis, Decision Making

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Financial Statements in Power BI

    Skills you'll gain: Data Analysis Expressions (DAX), Snowflake Schema, Power BI, Excel Formulas, Financial Statements, Business Intelligence, Financial Reporting, Cash Flows, Microsoft Excel, Financial Data, Data Modeling, SQL, Data Import/Export

    4.7
    Rating, 4.7 out of 5 stars
    ·
    44 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
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    J

    John Wiley & Sons

    Project Management Foundations and Project Planning

    Skills you'll gain: Project Planning, Stakeholder Engagement, Work Breakdown Structure, Stakeholder Management, Project Management Life Cycle, Business Planning, Project Scoping, Project Management, Stakeholder Analysis, Scheduling, Project Schedules, Project Coordination, Project Management Institute (PMI) Methodology, Feasibility Studies, Scope Management, Smart Goals, Timelines, Project Documentation, Business Ethics, Resource Planning

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    EDUCBA

    Financial Risk & Valuation: Bonds to Options

    Skills you'll gain: Risk Modeling, Credit Risk, Portfolio Management, Portfolio Risk, Financial Regulation, Financial Modeling, Investment Management, Risk Management, Risk Analysis, Derivatives, Financial Market, Risk Management Framework, Finance, Investments, Financial Analysis, Risk Mitigation, Analysis, Analytics, Market Analysis, Application Frameworks

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Real Estate Investment Trust Financial Modeling

    Skills you'll gain: Financial Modeling, Real Estate, Financial Accounting, Property and Real Estate, Financial Reporting, Financial Statements, Financial Statement Analysis, Commercial Real Estate, Balance Sheet, Financial Analysis, Finance, Investment Banking, Private Equity, Investments, Financial Data, Forecasting, Asset Management, Banking, Tax, Regulatory Requirements

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Scrum Fundamentals and Industry Planning Techniques

    Skills you'll gain: Sprint Planning, Sprint Retrospectives, Agile Methodology, Backlogs, Agile Project Management, Estimation, Capacity Planning, Project Estimation, Coordinating, Meeting Facilitation, Dependency Analysis, Goal Setting, Capacity Management, Cross-Functional Team Leadership, Collaboration, Stakeholder Management, Team Building, Risk Mitigation

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Financial Restructuring & Amalgamation Analysis

    Skills you'll gain: Mergers & Acquisitions, Business Valuation, Financial Statement Analysis, Cash Flows, Financial Analysis, Financial Statements, Financial Accounting, Equities, Corporate Accounting, Balance Sheet, Corporate Finance, Case Studies, Accounting, Finance, Analysis, Branding, Cost Estimation

    Mixed · Course · 1 - 3 Months

  • P

    Packt

    Strategic Impact: A Leader's Planning Framework

    Skills you'll gain: Strategic Communication, Strategic Leadership, Communication Planning, Drive Engagement, Strategic Planning, Business Planning, Internal Communications, Performance Measurement, Communication Strategies, Employee Engagement, Organizational Strategy, Key Performance Indicators (KPIs), Plan Execution, Meeting Facilitation, Performance Metric, Dashboard, Business Strategy, Leadership Development, Team Building, Teamwork

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Simplilearn

    Agile Estimation Planning and Tracking Training

    Skills you'll gain: User Story, Project Estimation, Sprint Planning, Agile Project Management, Agile Methodology, Estimation, Stakeholder Communications, Backlogs, Agile Product Development, Stakeholder Engagement, Stakeholder Management, Project Controls, Project Planning, Prioritization, Business Priorities, Project Management, Forecasting, Release Management, Persona Development

    Beginner · Course · 1 - 3 Months

  • Status: New
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    Status: Preview
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    E

    EDUCBA

    Financial Calculator Skills for Finance Professionals

    Skills you'll gain: Depreciation, Finance, Capital Budgeting, Business Mathematics, Financial Analysis, Statistical Methods, Problem Solving, Accounting and Finance Software, General Finance, Cash Flows, Critical Thinking and Problem Solving, Corporate Finance, System Configuration, Engineering Calculations, Complex Problem Solving, Real Time Data, Arithmetic, Creative Problem-Solving, Descriptive Statistics

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    EDUCBA

    Master Financial Analysis & Reporting Techniques

    Skills you'll gain: Financial Reporting, Financial Statement Analysis, Financial Statements, Financial Analysis, Business Reporting, Inventory Accounting, Contract Accounting, Income Statement, Balance Sheet, Revenue Recognition, Financial Accounting, Fixed Asset, Financial Data, Cash Flows, Asset Management, Accounts Receivable, Performance Reporting, Accounts Payable and Receivable, Analysis, Finance

    5
    Rating, 5 out of 5 stars
    ·
    17 reviews

    Mixed · Course · 1 - 3 Months

  • M

    Microsoft

    Test Planning, Execution and Analytics

    Beginner · Course · 1 - 4 Weeks

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

  • Fundamentals of Risk Management & Financial Analysis: EDUCBA
  • Financial Statements in Power BI: Corporate Finance Institute
  • Project Management Foundations and Project Planning: John Wiley & Sons
  • Financial Risk & Valuation: Bonds to Options: EDUCBA
  • Real Estate Investment Trust Financial Modeling: EDUCBA
  • Scrum Fundamentals and Industry Planning Techniques: Board Infinity
  • Financial Restructuring & Amalgamation Analysis: EDUCBA
  • Strategic Impact: A Leader's Planning Framework: Packt
  • Agile Estimation Planning and Tracking Training: Simplilearn
  • Financial Calculator Skills for Finance Professionals: EDUCBA

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