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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
    S

    SkillUp

    Scrum Master Capstone

    Skills you'll gain: User Story, Sprint Retrospectives, Sprint Planning, Backlogs, Project Risk Management, Agile Project Management, Agile Methodology, Stakeholder Engagement, Stakeholder Management, Kanban Principles, Project Documentation, Portfolio Management, Product Improvement, Project Planning, Performance Analysis, Team Building, Estimation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    47 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Toronto

    Learn Interpersonal Psychotherapy

    Skills you'll gain: Patient Education And Counseling, Patient Evaluation, Interpersonal Communications, Psychotherapy, Mental Health Therapies, Patient Treatment, Treatment Planning, Rapport Building, Interactive Learning, Mental Health Diseases and Disorders, Case Studies, Mental Health, Clinical Practices

    4.8
    Rating, 4.8 out of 5 stars
    ·
    94 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Scenario and Root Cause Analysis with Generative AI

    Skills you'll gain: Responsible AI, Risk Analysis, Risk Management, Generative AI, Root Cause Analysis, Data-Driven Decision-Making, Analysis, Strategic Decision-Making, Trend Analysis, Scenario Testing, Strategic Thinking, Data Ethics, Strategic Planning, Artificial Intelligence

    4.6
    Rating, 4.6 out of 5 stars
    ·
    17 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Michigan

    Leading for Equity, Diversity and Inclusion in Higher Education

    Skills you'll gain: Higher Education, Diversity Equity and Inclusion Initiatives, Leadership, Workplace inclusivity, Cultural Diversity, Social Justice, Accountability, Advocacy, Student Engagement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    297 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Analyzing and Underwriting Corporate Credit in India

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Business Risk Management, Credit Risk, Financial Analysis, Lending and Underwriting, Financial Modeling, Commercial Lending, Risk Analysis, Financial Acumen, Corporate Finance, Operational Risk, Analysis, Income Statement, Balance Sheet, Banking, Market Analysis, Cash Flows

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    M

    Macquarie University

    Habilidades de Excel Aplicadas a Negocios: Nivel Avanzado

    Skills you'll gain: Dashboard, Spreadsheet Software, Data Cleansing, Excel Formulas, Data Visualization, Microsoft Excel, Business Intelligence, Data Analysis Expressions (DAX), Business Mathematics, Data Validation, Financial Data, Depreciation, Finance, Financial Analysis, Data Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    28 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of New Mexico

    Administración Estratégica y Emprendedora

    Skills you'll gain: Business Management, Business, Business Metrics, Business Strategy, Strategic Thinking, Organizational Strategy, Performance Measurement, Resource Management, Strategic Leadership, Competitive Analysis, Entrepreneurship, Market Dynamics, Innovation, Market Trend, Marketing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.2K reviews

    Mixed · Course · 1 - 3 Months

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

    Pearson

    PMP Certification

    Skills you'll gain: Scope Management, Stakeholder Management, Project Schedules, Stakeholder Engagement, Cost Management, Risk Management, Project Scoping, Earned Value Management, Team Motivation, Scheduling, Stakeholder Analysis, Request for Proposal, Requirements Management, Procurement, Project Management, Project Management Institute (PMI) Methodology, Resource Allocation, Project Planning, Cost Control, Project Management Life Cycle

    4.8
    Rating, 4.8 out of 5 stars
    ·
    17 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Program Managers

    Skills you'll gain: Project Management Software, Program Management, Responsible AI, AI Product Strategy, Planning, Engineering Management, Generative AI, Timelines, Engineering Software, Risk Analysis, Resource Management, Prompt Engineering, Analytics, Large Language Modeling, Stakeholder Communications, Machine Learning, Model Evaluation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Supply chain management: Be global

    Skills you'll gain: Supply Chain, Supply Chain Planning, Supply Chain Management, Strategic Sourcing, Transportation, Supply Chain, and Logistics, Procurement, Logistics Management, Supplier Management, Corporate Sustainability, Risk Management, Business Technologies, Sustainable Design

    4.8
    Rating, 4.8 out of 5 stars
    ·
    367 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Advanced Speaking and Listening Project

    Skills you'll gain: Verbal Communication Skills, Public Speaking, Communication, Active Listening, Planning, English Language, Organizational Skills, Detail Oriented, Creativity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    46 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Economics for Capital Markets

    Skills you'll gain: Financial Trading, Financial Market, Market Data, Economics, Capital Markets, Market Dynamics, Financial Policy, Market Trend, Banking, Investment Management, Forecasting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    23 reviews

    Beginner · Course · 1 - 3 Months

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

  • Scrum Master Capstone: SkillUp
  • Learn Interpersonal Psychotherapy: University of Toronto
  • Scenario and Root Cause Analysis with Generative AI: Microsoft
  • Leading for Equity, Diversity and Inclusion in Higher Education: University of Michigan
  • Analyzing and Underwriting Corporate Credit in India: Coursera
  • Habilidades de Excel Aplicadas a Negocios: Nivel Avanzado: Macquarie University
  • Administración Estratégica y Emprendedora: University of New Mexico
  • PMP Certification: Pearson
  • GenAI for Program Managers: Coursera
  • Supply chain management: Be global: Macquarie University

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