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    • Financial Planning

    Financial Planning Courses Online

    Master financial planning for achieving personal and business financial goals. Learn to create comprehensive financial plans and manage investments.

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    Explore the Financial Planning Course Catalog

    • Status: New
      New
      Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Artificial Intelligence in Financial Planning

      Skills you'll gain: Data Ethics, Artificial Intelligence, Relationship Building, FinTech, Financial Planning, ChatGPT, Compensation Analysis, Technology Strategies, Business Ethics, Generative AI, Compensation Management, Customer experience improvement

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      D

      Duke University

      Financial Statements

      Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Balance Sheet, Income Statement, Key Performance Indicators (KPIs), Financial Reporting, Business Metrics, Financial Data, Performance Measurement, Cash Flows

      4.8
      Rating, 4.8 out of 5 stars
      ·
      32 reviews

      Beginner · Course · 1 - 4 Weeks

    • C

      Coursera Instructor Network

      Improving Financial Planning with Oracle EPM

      Skills you'll gain: Month End Closing, Accounting and Finance Software, Financial Forecasting, Budgeting, Financial Planning, Workflow Management, Cash Flow Forecasting, Business Planning, Financial Reporting, Financial Analysis, Strategic Planning, Data Management, Data-Driven Decision-Making, Decision Making

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free
      Free
      C

      Coursera Project Network

      Discounted Cash Flow Modeling

      Skills you'll gain: Financial Forecasting, Business Valuation, Equities, Financial Modeling, Financial Analysis, Finance, Cash Flows, Investment Banking, Accounting, Capital Markets

      4.3
      Rating, 4.3 out of 5 stars
      ·
      762 reviews

      Intermediate · Guided Project · Less Than 2 Hours

    • Y

      Yale University

      The Science of Well-Being

      Skills you'll gain: Positive Behavior Support, Goal Setting, Resilience, Self-Awareness, Behavioral Economics, Mental Health, Productivity, Psychology, Social Skills, Mindfulness

      4.9
      Rating, 4.9 out of 5 stars
      ·
      39K reviews

      Mixed · Course · 1 - 3 Months

    • Status: New
      New
      C

      Coursera Instructor Network

      GenAI for Financial Controllers: Boosting Budget Accuracy

      Skills you'll gain: Financial Forecasting, Dashboard, Budgeting, Financial Management, Predictive Modeling, Forecasting, Power BI, Generative AI, Tableau Software, Business Intelligence, Financial Modeling, Artificial Intelligence, Microsoft Excel, Financial Analysis, Data Visualization Software, Automation, Data Visualization

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free
      Free
      C

      Coursera Project Network

      Create a Financial Statement using Microsoft Excel

      Skills you'll gain: Financial Statements, Microsoft Excel, Excel Formulas, Balance Sheet, Financial Data, Bookkeeping, Data Entry, Financial Reporting, Financial Accounting, Profit and Loss (P&L) Management

      4.5
      Rating, 4.5 out of 5 stars
      ·
      737 reviews

      Intermediate · Guided Project · Less Than 2 Hours

    • C

      Coursera Instructor Network

      Financial Reporting: Ledgers, Taxes, Auditing Best Practices

      Skills you'll gain: Ledgers (Accounting), Tax Planning, Auditing, Tax Compliance, Income Tax, Financial Auditing, Financial Reporting, Compliance Management, Accounting Records, Regulatory Compliance, Financial Controls, Reconciliation

      4.6
      Rating, 4.6 out of 5 stars
      ·
      61 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free
      Free
      C

      Coursera Project Network

      Program Financial Planning with ClickUp

      Skills you'll gain: Program Management, Project Planning, Project Management Software, Innovation, Budget Management, Financial Planning, Process Flow Diagrams, Agile Methodology, Strategic Planning

      4.3
      Rating, 4.3 out of 5 stars
      ·
      12 reviews

      Intermediate · Guided Project · Less Than 2 Hours

    • Status: Free Trial
      Free Trial
      Status: AI skills
      AI skills
      G

      Google

      Google Project Management:

      Skills you'll gain: Quality Management, Project Management Life Cycle, Requirements Analysis, Project Scoping, Project Closure, Project Management, Project Planning, Agile Project Management, Continuous Improvement Process, Project Controls, Backlogs, Stakeholder Communications, Milestones (Project Management), Quality Assessment, Team Management, Agile Methodology, Project Documentation, Change Management, Interviewing Skills, Professional Development

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      131K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      Status: AI skills
      AI skills
      G

      Google

      Google Data Analytics

      Skills you'll gain: Data Storytelling, Data Literacy, Data Visualization, Data Presentation, Data Ethics, Data Cleansing, Rmarkdown, Interactive Data Visualization, Data Validation, Ggplot2, Tableau Software, Sampling (Statistics), Presentations, Spreadsheet Software, Data Analysis, Data Visualization Software, Stakeholder Communications, LinkedIn, Interviewing Skills, Professional Development

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      171K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      Status: AI skills
      AI skills
      G

      Google

      Google Digital Marketing & E-commerce

      Skills you'll gain: Data Storytelling, Search Engine Marketing, Media Planning, Social Media Marketing, Google Ads, Email Marketing, Social Media Strategy, Search Engine Optimization, Order Fulfillment, Social Media Management, Performance Measurement, Spreadsheet Software, A/B Testing, Customer Retention, E-Commerce, Campaign Management, Loyalty Programs, Marketing, Interviewing Skills, Professional Development

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      41K reviews

      Beginner · Professional Certificate · 3 - 6 Months

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    1234…323

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

    • Artificial Intelligence in Financial Planning: University of Illinois Urbana-Champaign
    • Financial Statements: Duke University
    • Improving Financial Planning with Oracle EPM: Coursera Instructor Network
    • Discounted Cash Flow Modeling: Coursera Project Network
    • The Science of Well-Being: Yale University
    • GenAI for Financial Controllers: Boosting Budget Accuracy: Coursera Instructor Network
    • Create a Financial Statement using Microsoft Excel: Coursera Project Network
    • Financial Reporting: Ledgers, Taxes, Auditing Best Practices: Coursera Instructor Network
    • Program Financial Planning with ClickUp: Coursera Project Network
    • Google Project Management:: Google

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