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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    ChatGPT for Project Management - Leveraging AI for Success

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, Large Language Modeling, LLM Application, Productivity, Project Planning, OpenAI, AI Enablement, Generative AI, Risk Analysis, Timelines, Project Risk Management, Project Schedules, Project Management, Artificial Intelligence, Key Performance Indicators (KPIs), Smart Goals, Taking Meeting Minutes, Work Breakdown Structure

    4.8
    Rating, 4.8 out of 5 stars
    ·
    7.5K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Business Data Management and Communication

    Skills you'll gain: Data Storytelling, Revenue Recognition, Data Visualization, Data Literacy, Accrual Accounting, Infographics, Cash Flows, Accounting, Data Collection, Data Quality, Business Analytics, Financial Statements, Financial Accounting, Business Analysis, Big Data, Analytics, Asset Management, Data Analysis, Intellectual Property, Network Model

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6.3K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI Leadership & Strategy

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, Ideation, Verification And Validation, Succession Planning, LLM Application, Productivity, OpenAI, Business Writing, Responsible AI, Generative AI, AI Enablement, Leadership, Meeting Facilitation, Organizational Leadership, Leadership and Management, Creativity, Problem Solving, Risk Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8.4K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM IT Project Manager

    Skills you'll gain: Software Development Life Cycle, Stakeholder Engagement, Software Architecture, Agile Software Development, Project Management Life Cycle, Resource Management, Peer Review, Earned Value Management, Stakeholder Management, Agile Methodology, Project Risk Management, Kanban Principles, Project Schedules, Project Management, Information Technology, Risk Management, Interviewing Skills, Agile Project Management, Leadership, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    10K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

    University of Illinois Urbana-Champaign

    Land, Agriculture, and Alternative Investing

    Skills you'll gain: Wealth Management, Estate Planning, Portfolio Management, Real Estate, Investments, Financial Industry Regulatory Authorities, Commercial Real Estate, Regulatory Compliance, Asset Management, Tax Planning, Finance, Risk Management, Return On Investment, Financial Analysis, Business Strategies, Strategic Planning, Business, Data Management, Financial Statements, Failure Analysis

    4
    Rating, 4 out of 5 stars
    ·
    10 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Accounting Analytics

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Financial Data, Process Optimization, Analytics, Corporate Strategy, Accounting, Financial Forecasting, Business Metrics, Operational Analysis, Advanced Analytics, Predictive Analytics, Fraud detection, Key Performance Indicators (KPIs), Return On Investment, Finance, Expense Management, Anomaly Detection

    4.5
    Rating, 4.5 out of 5 stars
    ·
    3K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Analytics

    Skills you'll gain: Competitive Intelligence, Demand Planning, Strategic Sourcing, Competitive Analysis, Customer Demand Planning, Data Storytelling, Procurement, Supplier Management, Supply Chain, Regression Analysis, Supplier Performance Management, Inventory Control, Business Analytics, Data Collection, Supply Management, Supply Chain Management, Inventory Accounting, Business Intelligence, Strategic Decision-Making, Data Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM IT Scrum Master

    Skills you'll gain: Software Development Life Cycle, User Story, Software Architecture, Agile Software Development, Sprint Retrospectives, Agile Methodology, DevOps, Kanban Principles, Software Design, Scrum (Software Development), Information Technology, Computer Hardware, Sprint Planning, Software Development Methodologies, Backlogs, Agile Project Management, Team Building, Risk Management, Leadership, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    11K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Foundations of Cybersecurity

    Skills you'll gain: Cybersecurity, Security Controls, Information Systems Security Assessment Framework (ISSAF), Computer Security, Security Strategy, Cyber Risk, Security Information and Event Management (SIEM), Data Ethics, Network Analysis, Personally Identifiable Information, Ethical Standards And Conduct

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    39K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Excel Skills for Business

    Skills you'll gain: Excel Formulas, Dashboard, Microsoft Excel, Spreadsheet Software, Excel Macros, Data Preprocessing, Data Literacy, Data Validation, Data Manipulation, Data Presentation, Data Storytelling, Data Analysis Software, Microsoft Office, Data Analysis Expressions (DAX), Business Analytics, Pivot Tables And Charts, Data Modeling, Financial Forecasting, Analytical Skills, Advanced Analytics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    63K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Engineering Project Management

    Skills you'll gain: Project Scoping, Communication Planning, Cost Management, Scope Management, Project Estimation, Project Schedules, Earned Value Management, Scheduling, Team Management, Quality Assurance, Stakeholder Management, Work Breakdown Structure, Risk Management, Organizational Structure, Procurement, Project Risk Management, Project Documentation, Requirements Management, Project Management, Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Management

    Skills you'll gain: Strategic Sourcing, Lean Six Sigma, Lean Manufacturing, Demand Planning, Procurement, Supplier Relationship Management, Forecasting, Lean Methodologies, Process Improvement, Supplier Management, Operations Management, Purchasing, Production Process, Supply Management, Supply Chain, Warehouse Management, Supply Chain Planning, Inventory and Warehousing, Inventory Management System, Logistics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    16K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • ChatGPT for Project Management - Leveraging AI for Success: Vanderbilt University
  • Business Data Management and Communication: University of Illinois Urbana-Champaign
  • Generative AI Leadership & Strategy: Vanderbilt University
  • IBM IT Project Manager: IBM
  • Land, Agriculture, and Alternative Investing: University of Illinois Urbana-Champaign
  • Accounting Analytics: University of Pennsylvania
  • Supply Chain Analytics: Rutgers the State University of New Jersey
  • IBM IT Scrum Master: IBM
  • Foundations of Cybersecurity: Google
  • Excel Skills for Business: Macquarie University

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