Best Financial Planning and Analysis Course

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Sound financial planning and analysis is the key to keeping any company healthy when it comes to money management. If this piques your interest, you don’t need a college degree to partake in the financial planning of your organization. The right education in terms of an online course and can teach you the essentials to bring a higher level of financial planning and analysis to your everyday job.

Quick Look: Best Financial Planning and Analysis Course

  • Financial Analysis, from Scratch to Professional by Udemy – Get this course
  • Ratio Analysis for Financial Statements by Udemy – Get this course
  • Financial Planning & Management: Finance Strategies & Tools by Udemy – Get this course
  • Financial Statement Analysis in 1:30hr with Live Demo by Udemy – Get this course
  • Financial Modeling for Business Analysts and Consultants by Udemy – Get this course
  • Financial Analysis: Making Business Projections by Linkedin Learning – Get this course
  • How to Build a Professional Financial Planning Website by Udemy – Get this course
  • Creating a Financial Plan for Your Business by Udemy – Get this course
  • The Complete Financial Analyst Course 2019 by Udemy – Get this course

What You Can Expect to Learn

Do you want to learn how to interpret and create financial reports? Maybe you’re interested in learning how to use ratio analysis or how to make business projections. Regardless of your current knowledge, a quality online course in FP & A is a great way to brush up on the basics and expand your skill set.

What You Should Look for in a Great Course

When looking for an online financial planning and analysis course, there are several factors to take into consideration. First, you should verify the quality and the curriculum you’d be studying. Next, check the teacher’s reputation from the reviews left by past students and peers. Lastly, evaluate the price of the course based on your needs and what you can afford.

Course Quality and Curriculum

The average rating, along with the number of ratings available, are good indicators of overall student satisfaction with the course. If available, take a dive into the written comments left by past participants of the class. Another metric to be aware of is the total number of students who took the course, as a five-star class taken by three people may not be as closely evaluated as a four-star class with over 200 students.

Knowing your level of understanding when it comes to financial planning and analysis, make sure the class you pick covers the skills that you’re interested in learning. If you’re new to financial planning, select a bigger course. If you’ve been in the industry for years and want to continue specializing, find a class that focuses on one element of the practice. Other things to consider are what learning materials are provided and how long the course takes to complete.

Teacher Reputation

Doing a thorough check on the teacher, or organization, behind the course is another great way to verify the class is worth your time. If student testimonials portray the teacher in a negative light, that may not be the best course option. If you can’t find any information or past work experience from the teacher, that is also a red flag to consider.

Price

Depending on where you find your class, you could be paying a low, one-time fee or a subscription membership to access it. Many platforms also offer discounts to help you take the chance with them and begin your education. In some cases, you might be able to get it for free for a limited period of time through a trial. However, whatever the price, you want to make sure it’s feasible and within your budget.

Best Financial Planning & Analysis Courses

The following courses were selected based on the criteria explained above and are arranged by skill level and price.

Best for Beginners

Financial Analysis, from Scratch to Professional!

Beginner • 39 videos • 3.7 hours

1. Financial Analysis, from Scratch to Professional by Udemy

  • Who’s it for? Beginners
  • Price: On Sale

The Financial Analysis, from Scratch to Professional is an amazing introductory course for those looking to break into the industry. Created by the Four-Week MBA, it has an excellent average rating of 4.4 stars from more than 200 ratings. It also boasts an impressive roster of over 4,000 students taking the class.

It covers the basics of financial analysis, teaching the fundamentals of trend breakdown analysis, comparative analyses, DuPont analyses, creating financial reports, and more. The only prerequisite is a basic knowledge of Microsoft Excel.

This course is made up of three and a half hours of online video lessons, five articles, and 15 downloadable resources.

Get this course

Ratio Analysis for Financial Statements

Beginner • 6 videos • 1 hour

2. Ratio Analysis for Financial Statements by Udemy

One specialized method of financial planning is using market-based factors and ratio analysis to analyze a company’s financial statements. If you want to gain expertise in this method, the Ratio Analysis for Financial Statements course might be the one for you.

You will learn how to compare ratios over time using trend analysis, calculate key liquidity, profitability, and solvency ratios, and more. Created by Joseph Ori of Illumeo Learning, the class has an average rating of four stars, and that rating is made up of 88 reviews.

One hour of video lessons, two downloadable resources, and two articles make up the syllabus of this course.

Get this course

Financial Planning & Management: Finance Strategies & Tools

Beginner • 13 videos • 0.6 hours

3. Financial Planning & Management: Finance Strategies & Tools by Udemy

  • Who’s it for? Beginners
  • Price: On Sale

Financial Planning & Management: Finance Strategies & Tools provides a more brief lesson on financial planning basics. If you are short on time, or looking to brush up on some old skills, this course is a great option for you due to its brevity.

This course has a 4.6 average rating with over 2,000 enrolled students. The syllabus is set to cover how financial management and long-term financial planning work, the planning process, how financial decisions correlate, how a financial plan is implemented, and more.

The course is made up of 31 minutes of online video lessons with a certificate given upon completion.

Get this course

Best for Intermediate Knowledge

Financial Statement Analysis in 1:30 hr with Live Demo!!

Intermediate • 9 videos • 1.7 hours

1. Financial Statement Analysis in 1:30hr with Live Demo by Udemy

  • Who’s it for? Intermediate
  • Price: On Sale

Financial ratios play a crucial role in the analysis of company records. The Financial Statement Analysis course is a one and a half hour live demo showcasing how to utilize these financial ratios. The demo currently has a 4.7 average rating and more than 900 enrolled students.

Created by Nitin Goel, by the end of this course, you should be able to correctly use financial ratios in the financial analysis of your own company. Along with the demo, you will get 90 minutes of video lessons.

Get this course

Financial Modeling for Business Analysts and Consultants

Intermediate • 95 videos • 3.7 hours

2. Financial Modeling for Business Analysts and Consultants by Udemy

Along with financial planning comes the possible need to produce financial models for your company. If this falls under your job description, Financial Modeling for Business Analysts and Consultants can help you get the skills you need to produce efficient models.

With an astounding history of over 3,000 past students, it sports an impressive average rating of 4.1 stars. You will learn about business and financial modeling through Excel, valuation estimation, financial model analysis, and more. Requirements include a basic knowledge of Excel, finance, and economics.

The syllabus is made up of three hours of online videos, one article, and 72 downloadable resources.

Get this course

3. Financial Analysis: Making Business Projections by Linkedin Learning

Financial Analysis: Making Business Projections by Lynda
linkedin.com/learning.

Business projections are the basis for a company’s future plans and strategies. If you want to start assisting your department or company with these projections, Financial Analysis: Making Business Projections might be the class for you.

You will start by learning the difference between planning and forecasting, how bottom-up projections work, how to use sales pipelines in your business projections, and more. It includes around 80 minutes of video lessons.

Created by Rudolph Rosenberg in 2014. it remains among Linkedin Learning most popular financial planning courses. To access it, you will have to join Linkedin Learning through one of their membership plans.

Get this course

Best for Advanced Knowledge

1. How to Build a Professional Financial Planning Website by Udemy

How to Build a Professional Financial Planning Website by Udemy
Source: Udemy.com
  • Who’s it for? Advanced
  • Price: On Sale

How to Build a Professional Financial Planning Website takes a non-industry approach to the financial planning industry. The course is created by Rich Peterson and mixes web development with a career in company finances.

You will learn how to build a financial planning site, create blog posts, add specific functionalities, update the site, and post on social media to attract more visitors.

Ninety minutes of video material and four articles comprise the syllabus of this course. If you decide to enroll, you’ll get lifetime access to the course materials and a completion certificate.

Get this course

Creating a Robust Financial Plan for Your Business

All Levels • 13 videos • 3 hours

2. Creating a Financial Plan for Your Business by Udemy

  • Who’s it for? Advanced
  • Price: On Sale

Creating a Financial Plan for Your Business is a class for professionals who seek to learn about financial forecasts and business managing. It holds an average rating of 4.6 with an impressive roster of over 2,500 enrolled students.

Throughout the course, expect to learn advanced details of financial plans, including revenue and expense forecasts, cash flow statements, building a staffing model for the contractors and employees, making income statements, and more. You will do this through three hours of on-demand videos and 55 downloadable resources.

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The Complete Financial Analyst Course 2020

All Levels • 349 videos • 18.3 hours

3. The Complete Financial Analyst Course 2019 by Udemy

  • Who’s it for? Intermediate
  • Price: On Sale

The Complete Financial Analyst Course 2019 on Udemy is one of the most professional-aimed courses that focus on the essential aspects of financial planning. With an extremely impressive roster of 100,000 past students, it has an equally impressive average rating of 4.5 stars.

The course is one of the longest on this list, as you will learn the detailed aspects financial statement analysis, how to handle large amounts of data, business analysis, assessment of project feasibility, and much more.

The syllabus includes 17 hours of video lessons, two articles, and 444 downloadable resources.

Get this course

Final Thoughts

Financial planning and analysis skills are an amazing way to bring a new depth to your current development role. If you want to advance your education and bring new talents to your company, online learning is an efficient and convenient way to go about this.

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  1. Flexible schedules
  2. Affordable tuition
  3. Online tutoring
  4. Access to electronic research materials
  5. Specialized academic advising
  6. Supportive online community

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