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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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    A

    AI Business School

    AI for HR

    Skills you'll gain: Prompt Engineering, AI Personalization, Agentic Workflows, Generative AI, Responsible AI, Risk Management, HR Tech, AI Workflows, AI Enablement, ChatGPT, Generative AI Agents, Personalized Service, Human Resources, Human Resource Strategy, Large Language Modeling, Productivity, Artificial Intelligence, LLM Application, Innovation, Ideation

    4.8
    Rating, 4.8 out of 5 stars
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    18 reviews

    Beginner · Specialization · 1 - 3 Months

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    Duke University

    Negotiating with Impact Investors

    Skills you'll gain: Due Diligence, Contract Negotiation, Strategic Partnership, Negotiation, Social Impact, Environmental Social And Corporate Governance (ESG), Value Propositions, Fundraising, Entrepreneurship, Storytelling, Investments, Entrepreneurial Finance, Investment Management, Capital Markets, Financial Market, Finance, International Finance, Financial Management, Business Strategy, Business Management

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    Universidades Anáhuac

    Fundamentos de la Información Financiera y Contable

    Skills you'll gain: Financial Reporting, Financial Accounting, Ledgers (Accounting), Accounting, General Accounting, Accounting Records, Financial Statements, Cash Flows, Bookkeeping, Income Statement, Balance Sheet, Management Accounting

    4.7
    Rating, 4.7 out of 5 stars
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    14 reviews

    Intermediate · Course · 1 - 3 Months

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    LearnKartS

    Risk Response

    Skills you'll gain: Project Risk Management, Risk Management, Risk Mitigation, Contingency Planning, Risk Analysis, Business Risk Management, Threat Management, Stakeholder Engagement, Project Planning, Agile Methodology, Stakeholder Communications, Decision Making, Plan Execution

    4.9
    Rating, 4.9 out of 5 stars
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    9 reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Building a Hiring Plan by Analyzing Past Data in Sheets

    Skills you'll gain: Workforce Planning, Job Analysis, Human Resource Strategy, Human Resources, Workforce Management, Google Sheets, Consolidation, Talent Acquisition, Compensation Analysis, Recruitment, Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    45 reviews

    Beginner · Guided Project · Less Than 2 Hours

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    P

    Packt

    CompTIA Network+ (N10-009) Crash Course

    Skills you'll gain: Networking Hardware, Network Monitoring, OSI Models, Routing Protocols, Software-Defined Networking, Network Troubleshooting, Network Architecture, Network Protocols, Distributed Denial-Of-Service (DDoS) Attacks, Network Security, TCP/IP, Network Routing, Computer Networking, Open Shortest Path First (OSPF), Dynamic Host Configuration Protocol (DHCP), Network Administration, Network Performance Management, Local Area Networks, Hardening, Intrusion Detection and Prevention

    4.4
    Rating, 4.4 out of 5 stars
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    16 reviews

    Intermediate · Specialization · 3 - 6 Months

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    Coursera

    GenAI for Portfolio Managers: Smarter Asset Allocation

    Skills you'll gain: Portfolio Management, Responsible AI, Asset Management, Portfolio Risk, AI Enablement, Investment Management, Generative AI, AI Personalization, Financial Services, Artificial Intelligence, ChatGPT, Risk Management, Risk Analysis, Continuous Monitoring, Real Time Data, Correlation Analysis

    Intermediate · Course · 1 - 4 Weeks

  • U

    University of California, Davis

    Designing and Implementing Your Coaching Strategy

    Skills you'll gain: Employee Coaching, Coaching, Organizational Change, Key Performance Indicators (KPIs), Management Training And Development, Team Performance Management, Employee Performance Management, Performance Management, Leadership and Management, Performance Measurement, Meeting Facilitation, Constructive Feedback, Professional Development, Personal Development, Goal Setting, Active Listening, Communication Strategies, Self-Awareness

    4.7
    Rating, 4.7 out of 5 stars
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    34 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    JavaScript Essentials For Beginners

    Skills you'll gain: Javascript, Event-Driven Programming, Web Design and Development, Web Applications, Interaction Design, Scripting, Web Development, Data Validation

    3.8
    Rating, 3.8 out of 5 stars
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    27 reviews

    Beginner · Guided Project · Less Than 2 Hours

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    E

    ESSEC Business School

    Entreprise et changement climatique

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Climate Change Mitigation, Corporate Sustainability, Sustainable Business, Business Ethics, Environmental Management Systems, Education and Training, Business Strategies, Environmental Policy, Economics, Finance, Case Studies

    4.6
    Rating, 4.6 out of 5 stars
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    106 reviews

    Beginner · Course · 1 - 4 Weeks

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    J

    Johns Hopkins University

    Introduction to Using Generative AI in Public Health

    Skills you'll gain: Prompt Engineering, Large Language Modeling, LLM Application, ChatGPT, Generative AI, Responsible AI, Healthcare Ethics, Public Health, Data Ethics, Health Policy, Health Informatics, Medical Science and Research, Artificial Intelligence, Microsoft Copilot, Emerging Technologies

    4.6
    Rating, 4.6 out of 5 stars
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    11 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Royal Holloway, University of London

    Security Management and Governance

    Skills you'll gain: Computer Security Incident Management, Cyber Governance, Incident Management, Incident Response, Security Management, Cyber Security Strategy, Cyber Security Policies, Human Factors (Security), Security Awareness, ISO/IEC 27001, Cyber Risk, Security Strategy

    4.8
    Rating, 4.8 out of 5 stars
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    38 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • AI for HR: AI Business School
  • Negotiating with Impact Investors: Duke University
  • Fundamentos de la Información Financiera y Contable: Universidades Anáhuac
  • Risk Response: LearnKartS
  • Building a Hiring Plan by Analyzing Past Data in Sheets: Coursera
  • CompTIA Network+ (N10-009) Crash Course: Packt
  • GenAI for Portfolio Managers: Smarter Asset Allocation: Coursera
  • Designing and Implementing Your Coaching Strategy: University of California, Davis
  • JavaScript Essentials For Beginners : Coursera
  • Entreprise et changement climatique: ESSEC Business School

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