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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.


Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    M

    Microsoft

    PMP Formulas

    Skills you'll gain: Earned Value Management, Project Schedules, Procurement, Financial Analysis, Project Performance, Cost Management, Project Estimation, Microsoft Excel, Investment Management, Return On Investment, Variance Analysis, Forecasting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    47 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Institute for the Future

    Urgent Optimism: How to Turn Foresight into Action

    Skills you'll gain: Visionary, Strategic Planning, Action Oriented, Planning, Community Organizing, Strategic Thinking, Optimism, Social Impact, Creative Thinking, Systems Thinking, Innovation, Persuasive Communication, Creativity, Leadership, Storytelling

    4.8
    Rating, 4.8 out of 5 stars
    ·
    283 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
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    N

    Nanjing University

    用Python玩转数据 Data Processing Using Python

    Skills you'll gain: Data Analysis, Statistical Analysis, Financial Data, Data Presentation, Data Processing, User Interface (UI), Object Oriented Programming (OOP), Data Capture, Pandas (Python Package), NumPy, Python Programming, Graphical Tools, Data Manipulation, Matplotlib, Data Preprocessing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.6K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    Foundations of Hotel Budgeting and Forecasting

    Skills you'll gain: Advanced Analytics, Hospitality Management, Budgeting, Financial Forecasting, Variance Analysis, Hotel Operations, Corporate Sustainability, Revenue Management, Financial Analysis, Performance Analysis, Trend Analysis, Sustainability Reporting, Analysis, Strategic Decision-Making, Key Performance Indicators (KPIs)

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Strategic Innovation: Managing Innovation Initiatives

    Skills you'll gain: Innovation, New Product Development, Business Transformation, Organizational Strategy, Strategic Leadership, Strategic Thinking, Organizational Change, Technology Strategies, Product Management, Entrepreneurship, Team Leadership, Business Management, Virtual Teams, Cross-Functional Collaboration

    4.8
    Rating, 4.8 out of 5 stars
    ·
    725 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Michigan

    Emotional Intelligence: Cultivating Immensely Human Interactions

    Skills you'll gain: Non-Verbal Communication, Mentorship, Emotional Intelligence, Personal Development, Self-Awareness, Interpersonal Communications, Social Skills, Coaching, Empathy, Leadership Development, Resilience, Team Building, Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    520 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Finanzas para directivos

    Skills you'll gain: Financial Acumen, Financial Statements, Working Capital, Financial Analysis, Balance Sheet, Financial Management, Return On Investment, Forecasting, Profit and Loss (P&L) Management, Operational Analysis, Business Metrics, Cash Flow Forecasting, Financial Modeling, Accounts Receivable, Accounts Payable, Inventory Management, Business Strategy

    4.9
    Rating, 4.9 out of 5 stars
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    402 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    The Intersection of Finance, Strategy, and Sustainability

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainability Reporting, Sustainable Business, Business Reporting, Corporate Sustainability, Sustainable Development, Stakeholder Engagement, Governance, Financial Reporting, Business Metrics, Enterprise Risk Management (ERM), Stakeholder Management, Environmental Issue, Business Ethics, Compliance Reporting, Stakeholder Analysis, Risk Management, Social Impact, Corporate Strategy, Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    98 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Google Calendar

    Skills you'll gain: Google Workspace, Calendar Management, Setting Appointments, Collaborative Software, Organizational Skills, Productivity Software, Scheduling, Event Management, Data Sharing

    4.7
    Rating, 4.7 out of 5 stars
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    372 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    GenAI for Algorithmic Trading

    Skills you'll gain: Generative AI, Financial Trading, Market Data, Portfolio Management, Technical Analysis, Market Trend, Real Time Data, Automation, Artificial Intelligence, Python Programming, Recurrent Neural Networks (RNNs), Applied Machine Learning, Risk Management

    4.3
    Rating, 4.3 out of 5 stars
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    12 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SAP

    Understanding the Enterprise Systems Environment

    Skills you'll gain: Digital Transformation, Cloud Computing Architecture, SAP S/4HANA, Cloud Computing, System Design and Implementation, SAP Applications, Cybersecurity, ABAP RESTful Programming Model (RAP), Software As A Service, Enterprise Architecture, Enterprise Resource Planning, Analytics, Business Technologies, Customer experience strategy (CX), Data Science, Microservices, Business Analysis, Application Development

    4.6
    Rating, 4.6 out of 5 stars
    ·
    231 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Building the Business Model for Corporate Entrepreneurs

    Skills you'll gain: Business Modeling, Customer Analysis, Financial Modeling, Business Strategy, Entrepreneurship, Business Planning, Customer Insights, Value Propositions, Target Market, Customer Relationship Management, Product Development, Innovation, Interviewing Skills

    4.6
    Rating, 4.6 out of 5 stars
    ·
    82 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • PMP Formulas: Microsoft
  • Urgent Optimism: How to Turn Foresight into Action: Institute for the Future
  • 用Python玩转数据 Data Processing Using Python: Nanjing University
  • Foundations of Hotel Budgeting and Forecasting: Starweaver
  • Strategic Innovation: Managing Innovation Initiatives: University of Illinois Urbana-Champaign
  • Emotional Intelligence: Cultivating Immensely Human Interactions: University of Michigan
  • Finanzas para directivos: IESE Business School
  • The Intersection of Finance, Strategy, and Sustainability: Saïd Business School, University of Oxford
  • Google Calendar: Google Cloud
  • GenAI for Algorithmic Trading: Coursera

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