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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • U

    University at Buffalo

    The Factors that Influence the Effectiveness of Boards and the Governance Process

    Skills you'll gain: Governance, Meeting Facilitation, Leadership and Management, Organizational Effectiveness, Leadership, Case Studies, Organizational Structure, Culture Transformation, People Development, Discussion Facilitation, Performance Improvement, Succession Planning, Business Ethics, Culture, Diversity and Inclusion, Recruitment Strategies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    66 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    GenAI for Project Managers: Scaling with GenAI

    Skills you'll gain: Innovation, Project Management, AI Product Strategy, Responsible AI, Generative AI, Project Coordination, Cost Reduction, Project Planning, Resource Allocation, Process Improvement, Risk Management, Predictive Analytics

    4.5
    Rating, 4.5 out of 5 stars
    ·
    10 reviews

    Intermediate · Course · 1 - 4 Weeks

  • P

    Pearson

    Certified Associate in Project Management (CAPM)® Exam: Unit 3

    Skills you'll gain: Stakeholder Management, Project Management, Quality Management, Project Management Life Cycle, Meeting Facilitation, Team Management, Stakeholder Communications, Quality Control, Project Planning, Sprint Planning, Ethical Standards And Conduct, Agile Methodology, Process Improvement

    Beginner · Course · 1 - 4 Weeks

  • U

    University of California, Irvine

    Фінанси для нефінансових спеціалістів

    Skills you'll gain: Financial Statements, Financial Analysis, Cash Flows, Budgeting, Financial Acumen, Financial Forecasting, Cash Flow Forecasting, Profit and Loss (P&L) Management, Finance, Accounting, Key Performance Indicators (KPIs), Business Acumen, Financial Management, Corporate Finance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    38 reviews

    Mixed · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Subsistence Marketplaces

    Skills you'll gain: Business Planning, Solution Design, Consumer Behaviour, Sustainable Development, Entrepreneurship, Sustainable Business, Market Opportunities, Needs Assessment, Market Analysis, Ideation, Product Development, Environmental Issue, Business, Qualitative Research, Sustainability Reporting, Behavioral Economics, Social Sciences, Business Development, Cultural Sensitivity, Empathy & Emotional Intelligence

    4.4
    Rating, 4.4 out of 5 stars
    ·
    25 reviews

    Beginner · Course · 1 - 3 Months

  • K

    Knowledge Accelerators

    Microsoft Planner - Essential Training for Managing Projects

    Skills you'll gain: Microsoft 365, Project Management, Project Coordination, Project Planning, Leadership and Management, Project Management Software, Calendar Management, Project Implementation, Collaborative Software, Workflow Management, Productivity, Productivity Software, Data Management, Business Software

    3.6
    Rating, 3.6 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 3 Months

  • L

    L&T EduTech

    Modelling, Analysis and Design of Steel Buildings

    Skills you'll gain: Structural Engineering, Structural Analysis, Building Design, Architectural Engineering, Computer-Aided Design, Failure Analysis, Engineering Analysis, Construction, Engineering Calculations, Engineering Design Process, Engineering Software

    5
    Rating, 5 out of 5 stars
    ·
    25 reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Columbia University

    Decision Making and Reinforcement Learning

    Skills you'll gain: Reinforcement Learning, Artificial Intelligence and Machine Learning (AI/ML), Machine Learning, Algorithms, Markov Model, Deep Learning, Data-Driven Decision-Making, Decision Support Systems, Simulations, Probability Distribution, Statistical Methods

    4.3
    Rating, 4.3 out of 5 stars
    ·
    23 reviews

    Intermediate · Course · 1 - 3 Months

  • I

    Imperial College London

    Public Involvement in Research

    Skills you'll gain: Research, Research Methodologies, Program Evaluation, Community Health, Public Health, Health Policy, Qualitative Research, Case Studies, Patient Communication, Social Impact

    4.6
    Rating, 4.6 out of 5 stars
    ·
    18 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Colorado Boulder

    The Neuroscience of Leading High-Performance Teams

    Skills you'll gain: Organizational Leadership, Team Motivation, Team Leadership, Leadership, Strategic Leadership, Team Performance Management, Team Building, Drive Engagement, Storytelling, Coaching, Employee Coaching, Industrial and Organizational Psychology, Goal Setting, Collaboration, Safety Culture, Influencing, Empathy, Neurology

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    82 reviews

    Beginner · Course · 1 - 3 Months

  • A

    Arizona State University

    Technology & Entrepreneurship

    Skills you'll gain: Curiosity, Lean Methodologies, Design Thinking, Entrepreneurship, Commercialization, Innovation, Problem Solving, Customer Analysis, Presentations, Creative Thinking, Target Audience, Brainstorming, Customer Insights, Market Opportunities, Team Oriented, Market Research, Ideation, Solution Design, Business Research, Complex Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    82 reviews

    Beginner · Specialization · 3 - 6 Months

  • 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
    ·
    45 reviews

    Beginner · Guided Project · Less Than 2 Hours

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

  • The Factors that Influence the Effectiveness of Boards and the Governance Process: University at Buffalo
  • GenAI for Project Managers: Scaling with GenAI: Coursera
  • Certified Associate in Project Management (CAPM)® Exam: Unit 3: Pearson
  • Фінанси для нефінансових спеціалістів: University of California, Irvine
  • Subsistence Marketplaces: University of Illinois Urbana-Champaign
  • Microsoft Planner - Essential Training for Managing Projects: Knowledge Accelerators
  • Modelling, Analysis and Design of Steel Buildings: L&T EduTech
  • Decision Making and Reinforcement Learning: Columbia University
  • Public Involvement in Research: Imperial College London
  • The Neuroscience of Leading High-Performance Teams: University of Colorado Boulder

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