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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


  • G

    Google Cloud

    Google Cloud Packet Mirroring with OpenSource IDS

    Skills you'll gain: Google Cloud Platform, Intrusion Detection and Prevention, Network Monitoring, Event Monitoring, Continuous Monitoring, Virtual Networking, Network Security, Virtual Machines, Security Information and Event Management (SIEM), Cloud Infrastructure, General Networking, Threat Detection, Load Balancing, System Configuration, Network Analysis

    Beginner · Project · Less Than 2 Hours

  • P

    Packt

    SCCM Installation & Client Configuration

    Skills you'll gain: Active Directory, Software Installation, System Configuration, Microsoft Intune (Mobile Device Management Software), Azure Active Directory, Hyper-V, Enterprise Architecture, System Implementation, Infrastructure Architecture, Configuration Management, IT Infrastructure, Mac OS, Microsoft Azure, System Requirements, Scalability

    Intermediate · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Healthcare Business Strategy and New Venture Design

    Skills you'll gain: Business Modeling, Market Analysis, Competitive Analysis, Regulatory Compliance, Innovation, Market Opportunities, Healthcare Industry Knowledge, Entrepreneurship, Business Strategies, New Business Development, Product Development, Business Planning, Team Leadership, Stakeholder Analysis, Team Building, Health Care Administration, Business Valuation, Fundraising

    Build toward a degree

    Beginner · Course · 1 - 4 Weeks

  • E

    Edureka

    AWS Cloud for Data and Database Migration

    Skills you'll gain: Cloud Computing Architecture, Data Import/Export, MySQL, AWS Identity and Access Management (IAM)

    Intermediate · Course · 1 - 3 Months

  • S

    Skillshare

    ​​Scout Like a Pro: Find Landscape Photography Locations

    Skills you'll gain: Photography, Landscape Architecture, Geographic Information Systems, Global Positioning Systems, Planning, Research, Timelines, Creative Thinking, Critical Thinking

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Jira: Plan, Verify, and Deliver

    Skills you'll gain: User Story, Quality Assurance, Jira (Software), Agile Methodology, Verification And Validation, Product Quality (QA/QC), Quality Assessment, Agile Project Management, Sprint Planning, Workflow Management, Project Estimation

    Beginner · Course · 1 - 4 Weeks

  • L

    LearnQuest

    Transforming Sales Impact for Sustainable Growth

    Skills you'll gain: Account Strategy, Account Management, Marketing Analytics, Return On Investment, Sales Management, Sales Strategy, Risk Management, Loyalty Programs, Customer Advocacy, Sales, Digital Transformation, Business Risk Management, Business Metrics, Business Transformation, Innovation, Telecommuting, Virtual Teams, Customer Relationship Building

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Mortgage for Underwriters

    Skills you'll gain: Regulatory Requirements, Lending and Underwriting, Compliance Management, Mortgage Loans, Commercial Lending, Credit Risk, Risk Management, Consumer Lending, Quality Control, AI Enablement, Decision Making, Predictive Analytics, Machine Learning, Artificial Intelligence

    Intermediate · Course · 1 - 4 Weeks

  • U

    University of Minnesota

    Predictive Analytics Project Ideation

    Skills you'll gain: Predictive Modeling, Predictive Analytics, Business Analytics, Customer Analysis, Project Design, Applied Machine Learning, Solution Design, Sprint Planning, Machine Learning, Brainstorming, Trend Analysis, Design Thinking, Analysis, Decision Tree Learning, Deep Learning, Time Series Analysis and Forecasting, Quality Control

    Beginner · Course · 1 - 3 Months

  • N

    Northeastern University

    Computation and Visualization for Analytics Part 2

    Skills you'll gain: Data Storytelling, Plotly, Statistical Visualization, Interactive Data Visualization, Matplotlib, Data Visualization Software, Network Analysis, Seaborn, Data-Driven Decision-Making, Data Mining, Scatter Plots, R Programming, Graph Theory, Data Science, Time Series Analysis and Forecasting

    Build toward a degree

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Highlight Data with Excel Conditional Formatting

    Skills you'll gain: Microsoft Excel, Dashboard, Data Visualization, Spreadsheet Software, Data Presentation, Excel Formulas, Stakeholder Communications, Project Coordination, Project Management, Technical Communication, Operational Efficiency, Project Planning, Prioritization, Data-Driven Decision-Making, Scheduling, Performance Analysis, Automation

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Communication Channels for Project Success

    Skills you'll gain: Communication Planning, Strategic Communication, Internal Communications, Communication Strategies, Stakeholder Communications, Communication, Business Communication, Digital Communications, Collaboration, Expectation Management, Business Reporting, Spreadsheet Software

    Beginner · Course · 1 - 4 Weeks

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

  • Google Cloud Packet Mirroring with OpenSource IDS: Google Cloud
  • SCCM Installation & Client Configuration: Packt
  • Healthcare Business Strategy and New Venture Design: University of Illinois Urbana-Champaign
  • AWS Cloud for Data and Database Migration: Edureka
  • ​​Scout Like a Pro: Find Landscape Photography Locations: Skillshare
  • Jira: Plan, Verify, and Deliver: Coursera
  • Transforming Sales Impact for Sustainable Growth: LearnQuest
  • Mortgage for Underwriters: Coursera
  • Predictive Analytics Project Ideation: University of Minnesota
  • Computation and Visualization for Analytics Part 2: Northeastern University

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