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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
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    EDUCBA

    Mutual Fund Performance and Risk Analysis

    Skills you'll gain: Portfolio Management, Portfolio Risk, Accounting, Investments, Investment Management, Risk Analysis, Return On Investment, Fund Accounting, Financial Analysis, Equities, Tax Management, Wealth Management, Finance, Performance Analysis, Performance Measurement, Asset Management, Risk Management, Capital Markets, Benchmarking

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    SAP

    SAP Professional Fundamentals

    Skills you'll gain: Consulting, Relationship Management, Business Consulting, Management Consulting, Product Strategy, SAP Applications, Technical Consulting, Relationship Building, Project Management, Project Management Life Cycle, Consultative Approaches, Project Implementation, Agile Methodology, Company, Product, and Service Knowledge, Waterfall Methodology, Solution Delivery, Systems Thinking, Business Transformation, Design Thinking

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 3 Months

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    EDUCBA

    Equity Trading and Settlement Systems

    Skills you'll gain: Securities Trading, Financial Trading, Equities, Financial Market, Operational Risk, Risk Management, Securities (Finance), Capital Markets, Brokerage, Investments, Investment Banking, Risk Analysis, Order Processing, Transaction Processing

    Mixed · Course · 1 - 4 Weeks

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    John Wiley & Sons

    Project Management Foundations: Leadership, Process, & Risk

    Skills you'll gain: Stakeholder Engagement, Innovation, Project Risk Management, Risk Management, Stakeholder Management, Project Management, Leadership and Management, Risk Management Framework, Initiative and Leadership, Project Management Life Cycle, Business Risk Management, Stakeholder Analysis, Leadership, Project Management Software, Project Planning, Scope Management, Agile Methodology, Team Building, Business, Scheduling

    Beginner · Course · 1 - 3 Months

  • Status: Preview
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    S

    Stanford University

    International Women's Health and Human Rights

    Skills you'll gain: Community Organizing, Community Development, Community Outreach, Maternal Health, Community Health, Obstetrics And Gynecology, Gerontology, Child Health, Student Engagement, Health Disparities, Gynecology, Health Equity, Social Work, Social Justice, Family Planning, Social Determinants Of Health, Social and Human Services, Socioeconomics, Child Welfare, Health Education

    4.9
    Rating, 4.9 out of 5 stars
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    1.7K reviews

    Beginner · Course · 3 - 6 Months

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    SkillUp

    Fair Lending, Inclusion, and Employment Responsibilities

    Skills you'll gain: Compliance Management, Regulatory Compliance, Compliance Training, Compliance Reporting, Interactive Learning, Labor Compliance, Regulatory Requirements, Business Ethics, Customer Communications Management, Law, Regulation, and Compliance, Workplace inclusivity, Banking Services, Risk Management Framework, Fraud detection, Regulation and Legal Compliance, Risk Management, Community Development, Diversity and Inclusion, Ethical Standards And Conduct, Verbal Communication Skills

    Beginner · Specialization · 3 - 6 Months

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    EDUCBA

    HR Budgeting and Compensation for Startups

    Skills you'll gain: Compensation Strategy, Training Programs, Compensation Management, Employee Training, Workforce Development, Compensation Analysis, Training and Development, Compensation and Benefits, Expense Management, Budget Management, Employee Performance Management, Cost Management, Workforce Planning, People Development, Budgeting, Program Evaluation, Workforce Management, Cost Control, Payroll Administration, Human Resources Information System (HRIS)

    Mixed · Course · 1 - 4 Weeks

  • Status: New
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    EDUCBA

    Trend Analysis & Chart Reading for Traders

    Skills you'll gain: Market Trend, Technical Analysis, Trend Analysis, Financial Trading, Market Dynamics, Graphing, Verification And Validation, Market Data

    Mixed · Course · 1 - 4 Weeks

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    Madecraft

    Implementing Change Effectively

    Skills you'll gain: Organizational Change, Change Management, Stakeholder Analysis, Stakeholder Engagement, Culture Transformation, Stakeholder Management, Business Transformation, Leadership and Management, Program Implementation, Organizational Development, Leadership, Organizational Leadership, Overcoming Objections, Stakeholder Communications, Initiative and Leadership, Influencing, People Management, Emotional Intelligence, Strategic Planning, Communication

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    EDUCBA

    Master Banking Operations & Credit Analysis

    Skills you'll gain: Banking Services, Banking, Bank Regulations, Lending and Underwriting, Credit Risk, Payment Systems, Risking, Financial Services, Regulatory Compliance, Loan Origination, Regulatory Requirements, Securities (Finance), Loan Documentation, Loans, Payment Processing and Collection, Deposit Accounts, Cybersecurity, Cyber Attacks, Working Capital

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Recruiting, Hiring, and Onboarding Employees

    Skills you'll gain: Workforce Planning, Talent Recruitment, Employee Onboarding, Recruitment, Recruitment Strategies, Full Cycle Recruitment, Human Resources Management and Planning, Job Analysis, Talent Acquisition, Human Resources, Human Resource Strategy, Human Resource Management, Employee Engagement, Workforce Management, New Hire Orientations, People Analytics, Applicant Tracking Systems, Talent Sourcing, Interviewing Skills, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
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    4.7K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tally Education and Distribution Services Private Limited

    Tally Bookkeeper

    Skills you'll gain: Accounts Payable and Receivable, Accounting, Accounts Payable, Accounts Receivable, General Accounting, Accounting Systems, Ledgers (Accounting), Financial Reporting, Budget Management, Accounting Software, Bookkeeping, Inventory Management, Management Reporting, Case Studies, Sales Tax, Accounting Records, Accounting and Finance Software, Tax Preparation, Finance, Banking

    4.5
    Rating, 4.5 out of 5 stars
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    273 reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Mutual Fund Performance and Risk Analysis: EDUCBA
  • SAP Professional Fundamentals: SAP
  • Equity Trading and Settlement Systems: EDUCBA
  • Project Management Foundations: Leadership, Process, & Risk: John Wiley & Sons
  • International Women's Health and Human Rights: Stanford University
  • Fair Lending, Inclusion, and Employment Responsibilities: SkillUp
  • HR Budgeting and Compensation for Startups: EDUCBA
  • Trend Analysis & Chart Reading for Traders: EDUCBA
  • Implementing Change Effectively: Madecraft
  • Master Banking Operations & Credit Analysis: EDUCBA

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