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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


  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Regulatory Compliance

    Skills you'll gain: Compliance Training, Compliance Management, Health Insurance Portability And Accountability Act (HIPAA) Compliance, General Data Protection Regulation (GDPR), Medical Privacy, Regulation and Legal Compliance, Legal Risk, Information Privacy, Governance Risk Management and Compliance, Personally Identifiable Information, Compliance Reporting, Law, Regulation, and Compliance, Regulatory Compliance, Regulatory Requirements, Compliance Auditing, Internal Communications, Procedure Development, Business Ethics, Risk Management, Business Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.8K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Project Management Fundamentals

    Skills you'll gain: Stakeholder Management, Project Management Institute (PMI) Methodology, Project Management, Project Management Office (PMO), Stakeholder Analysis, Project Management Life Cycle, Project Closure, Project Implementation, Project Planning, Organizational Structure

    4.6
    Rating, 4.6 out of 5 stars
    ·
    533 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    Getting Started with ALM in Azure DevOps

    Skills you'll gain: Azure DevOps Pipelines, Azure DevOps, Application Lifecycle Management, Agile Project Management, CI/CD, Continuous Deployment, Continuous Integration, Infrastructure as Code (IaC), Version Control, Agile Methodology, DevOps, Test Automation, Sprint Planning, Release Management, User Story, Software Quality Assurance

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Recruiting, Hiring, and Onboarding Employees

    Skills you'll gain: Workforce Planning, Employee Onboarding, Recruitment, Recruitment Strategies, Full Cycle Recruitment, Talent Acquisition, Job Analysis, Human Resources, Employee Engagement, Talent Sourcing, Interviewing Skills, Decision Making, Diversity and Inclusion

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

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Corporate Entrepreneurship: Innovating within Corporations

    Skills you'll gain: Proposal Development, Business Modeling, Innovation, Entrepreneurship, Customer Analysis, Entrepreneurial Finance, Business Valuation, Financial Modeling, Market Opportunities, New Business Development, Internal Auditing, Corporate Finance, Financial Statements, Business Strategy, Corporate Strategy, Business Planning, Corporate Accounting, Project Finance, Business Metrics, Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    298 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    B

    Berklee

    The DIY Musician

    Skills you'll gain: Fundraising and Crowdsourcing, Music Theory, Musical Composition, Music, Peer Review, Brand Strategy, Professional Networking, Social Media, Branding, Sustainable Business, Music Performance, Leadership, Media Production, Campaign Management, Instrumental Music, Automation, Marketing, Relationship Building, Entrepreneurship, File Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI for Educators & Teachers

    Skills you'll gain: Prompt Engineering, Generative AI, ChatGPT, Ideation, Verification And Validation, Creative Problem-Solving, AI Enablement, Expense Reports, Responsible AI, AI Personalization, Image Analysis, Creativity, LLM Application, Innovation, Brainstorming, Game Design, Expense Management, Organizational Skills, Artificial Intelligence, Lesson Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Renewable Energy

    Skills you'll gain: Feasibility Studies, Plant Operations and Management, Project Finance, Electric Power Systems, Electrical Power, Energy and Utilities, Engineering, Basic Electrical Systems, Sustainable Technologies, Systems Of Measurement, Project Implementation, Financial Analysis, Market Dynamics, Climate Change Mitigation, Project Management Life Cycle, Construction Management, Emerging Technologies, Project Management, Environmental Issue, Mechanical Engineering

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    P

    PwC

    Problem Solving with Excel

    Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Spreadsheet Software, Data Validation, Data Analysis Software, Data Analysis, Statistical Analysis, Financial Analysis, Data Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    5.5K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnQuest

    Growth Strategies and Career Readiness in Tech Sales

    Skills you'll gain: Selling Techniques, Upselling, Technical Sales, Sales, Cross Selling, LinkedIn, Business Ethics, Sales Strategy, digital literacy, Professional Networking, Automation, Goal Setting, Compliance Management, Customer Retention

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Análisis Financiero

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Capital Budgeting, Project Finance, Cash Flows, Return On Investment, Financial Modeling, Cash Management, Investment Management, Working Capital, Capital Markets, Equities, Investments, Corporate Finance, Bankruptcies, Tax

    4.9
    Rating, 4.9 out of 5 stars
    ·
    709 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Market Analysis

    Skills you'll gain: Market Analysis, Supplier Management, Competitive Analysis, Financial Analysis, Supply Chain Planning, Market Dynamics, Supply Chain Management, Risk Analysis, Financial Statements, Business Strategy, Case Studies, Peer Review

    4.8
    Rating, 4.8 out of 5 stars
    ·
    161 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Regulatory Compliance: University of Pennsylvania
  • Project Management Fundamentals: Microsoft
  • Getting Started with ALM in Azure DevOps: Coursera
  • Recruiting, Hiring, and Onboarding Employees: University of Minnesota
  • Corporate Entrepreneurship: Innovating within Corporations: University of Maryland, College Park
  • The DIY Musician: Berklee
  • Generative AI for Educators & Teachers: Vanderbilt University
  • Renewable Energy: University of Colorado Boulder
  • Problem Solving with Excel : PwC
  • Growth Strategies and Career Readiness in Tech Sales: LearnQuest

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