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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


  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Corporate Entrepreneurship

    Skills you'll gain: Innovation, Entrepreneurship, Team Management, Business Strategy, Organizational Strategy, Program Evaluation, Culture Transformation, New Business Development, Case Studies, Growth Strategies

    4.9
    Rating, 4.9 out of 5 stars
    ·
    10 reviews

    Advanced · Course · 1 - 4 Weeks

  • P

    Packt

    COBIT 2019 Foundation

    Skills you'll gain: Control Objectives for Information and Related Technology (COBIT), IT Management, Information Technology Architecture, Performance Management, Governance, Enterprise Architecture, Program Implementation, Process Management, Information Technology, Business Process, Training and Development, Risk Management

    5
    Rating, 5 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Equity Derivatives: Analyze, Apply & Evaluate Markets

    Skills you'll gain: Derivatives, Futures Exchange, Financial Market, Equities, Financial Trading, Capital Markets, Investments, Securities Trading, Market Dynamics, Portfolio Risk, Risk Management, Profit and Loss (P&L) Management, Risk Analysis, Arbitration

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    ELL Success in the Content Classroom: Capstone Project

    Skills you'll gain: Lesson Planning, Differentiated Instruction, Instructional Strategies, Curriculum Planning, Peer Review, Instructional Design, Developing Training Materials, Student Engagement, Community Outreach, Parent Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    12 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Scrimba

    Learn CSS Animations

    Skills you'll gain: Cascading Style Sheets (CSS), Browser Compatibility, Animations, HTML and CSS, Frontend Performance, Responsive Web Design, Web Design, Web Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Dodd-Frank Act: Analyze, Evaluate & Reform

    Skills you'll gain: Financial Regulation, Bank Regulations, Financial Market, Derivatives, Securities (Finance), Compensation Management, Compliance Reporting, Risk Management Framework, Liquidation, Governance, Equities, Private Equity

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Human Capital: Positive Downsizing and Navigating Politics

    Skills you'll gain: Human Resources, Human Resource Strategy, Industrial and Organizational Psychology, Human Capital, Human Resources Management and Planning, Employee Relations, Workforce Development, Business Ethics, Policy Development, Relationship Management, Conflict Management, Organizational Change, Change Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    AI Business School

    AI agents and creator tools for finance professionals

    Skills you'll gain: Agentic Workflows, AI Workflows, No-Code Development, Generative AI Agents, AI Enablement, Digital Transformation, AI Orchestration, AI Product Strategy, Business Process Automation, Business Technologies, AI Personalization, Automation, Artificial Intelligence, Finance, Application Design, Productivity Software, Application Development

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    M

    Microsoft

    Microsoft Copilot for Security

    Skills you'll gain: Prompt Engineering, Microsoft Copilot, AI Security, Endpoint Detection and Response, Security Information and Event Management (SIEM), Cyber Threat Hunting, Microsoft Azure, Cyber Security Assessment, Incident Response, Generative AI, Query Languages

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Pearson

    Certified Associate in Project Management (CAPM)® Exam: Unit 5

    Skills you'll gain: Project Risk Management, Risk Management, Procurement, Business Risk Management, Contract Management, Project Management, Risk Analysis, Vendor Management, Change Control, Solution Delivery

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Intro to Artificial Intelligence on Microsoft Azure

    Skills you'll gain: Responsible AI, Anomaly Detection, Computer Vision, Microsoft Azure, Data Ethics, Artificial Intelligence, Natural Language Processing, AI Workflows, Artificial Intelligence and Machine Learning (AI/ML), Azure Synapse Analytics, Machine Learning

    4.5
    Rating, 4.5 out of 5 stars
    ·
    17 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Business Innovation: Prototyping, Markets, Strategy

    Skills you'll gain: Innovation, Ideation, New Product Development, Business Strategies, New Business Development, Business Strategy, Brainstorming, Product Development, Business Solutions, Entrepreneurship, Resource Management, Business Transformation, Market Opportunities, Business Research, Prioritization, Critical Thinking

    Beginner · Course · 1 - 4 Weeks

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1…289290291…382

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

  • Corporate Entrepreneurship: Tecnológico de Monterrey
  • COBIT 2019 Foundation : Packt
  • Equity Derivatives: Analyze, Apply & Evaluate Markets: EDUCBA
  • ELL Success in the Content Classroom: Capstone Project: Arizona State University
  • Learn CSS Animations: Scrimba
  • Dodd-Frank Act: Analyze, Evaluate & Reform: EDUCBA
  • Human Capital: Positive Downsizing and Navigating Politics: University of Michigan
  • AI agents and creator tools for finance professionals: AI Business School
  • Microsoft Copilot for Security: Microsoft
  • Certified Associate in Project Management (CAPM)® Exam: Unit 5: Pearson

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