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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
    Free
    C

    Coursera

    Notion for Beginners: Create a Project Plan

    Skills you'll gain: Milestones (Project Management), Goal Setting, Timelines, Project Management Software, Delegation Skills, Project Planning, Project Coordination, Databases, Project Management, Coordinating, Collaborative Software, Team Building, Prioritization

    4.4
    Rating, 4.4 out of 5 stars
    ·
    16 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    H

    Howard University

    Business Problem Solving

    Skills you'll gain: Regression Analysis, Correlation Analysis, Financial Modeling, Spreadsheet Software, Business Analysis, Business Modeling, Business Analytics, Microsoft Excel, Data Modeling, Statistical Analysis, Analysis, Forecasting, Risk Analysis, Data Analysis, Product Assortment, Complex Problem Solving, Predictive Modeling, Business Mathematics, Price Negotiation, Business Strategy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    33 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    D

    Duke University

    Creating an Impact Investment Ask

    Skills you'll gain: Entrepreneurship, Social Impact, Capital Budgeting, Entrepreneurial Finance, Investment Management, Investments, Due Diligence, Fundraising, Business Metrics, Key Performance Indicators (KPIs), Growth Strategies, Business Modeling, Capital Markets, Finance, Financial Management, Business Strategy, Business Management

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    É

    École normale supérieure

    Ecological and Energy Transitions in Southern Countries

    Skills you'll gain: Sustainable Development, Economic Development, Environmental Science, Energy and Utilities, Governance, Environment, Sustainability Reporting, Climate Change Mitigation, Climate Change Adaptation, Environmental Policy, Finance, Advocacy, Economics, Lobbying, Public Policies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Use Tableau for Your Data Science Workflow

    Skills you'll gain: Data Storytelling, Dashboard, Data Presentation, Data Visualization Software, Interactive Data Visualization, Statistical Visualization, Plot (Graphics), Tableau Software, Data Ethics, Exploratory Data Analysis, Scatter Plots, Descriptive Statistics, Heat Maps, Data Analysis, Descriptive Analytics, Geospatial Information and Technology, Histogram, Analytical Skills, Application Deployment, Network Analysis

    3.9
    Rating, 3.9 out of 5 stars
    ·
    30 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Packt

    PMI Agile Certified Practitioner (PMI-ACP)

    Skills you'll gain: Agile Project Management, Sprint Retrospectives, Scaled Agile Framework, Agile Methodology, Emotional Intelligence, Team Management, Risk Management, User Story, Team Leadership, Initiative and Leadership, Employee Coaching, Team Building, Stakeholder Engagement, Leadership, Backlogs, Kanban Principles, Conflict Management, Earned Value Management, Stakeholder Analysis, Sprint Planning

    4.5
    Rating, 4.5 out of 5 stars
    ·
    13 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    F

    Fractal Analytics

    Generative AI for HR Professionals

    Skills you'll gain: Prompt Engineering, Responsible AI, LLM Application, Generative AI Agents, Human Resources, AI Enablement, Information Privacy, Human Resource Policies, Employee Surveys, Interviewing Skills, Recruitment, Employee Onboarding, Employee Engagement, Talent Acquisition, Compliance Management

    4.4
    Rating, 4.4 out of 5 stars
    ·
    19 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Skillshare

    Master Photography & Affinity Photo Techniques

    Skills you'll gain: Photo Editing, Photography, Adobe Photoshop, Storytelling, Photo/Video Production and Technology, Landscape Architecture, Geographic Information Systems, Image Quality, Global Positioning Systems, Planning, Research, Adobe Creative Cloud, Timelines, Creative Thinking, Creativity, Design Elements And Principles, Color Theory, Critical Thinking, Editing

    3.4
    Rating, 3.4 out of 5 stars
    ·
    8 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Corporate Governance in US & UK: Principles & Compliance

    Skills you'll gain: Sarbanes Oxley Act (SOX) Compliance, Governance, Financial Regulations, Regulatory Compliance, Compliance Management, Business Ethics, Risk Management, Stakeholder Management, Corporate Strategy, Internal Controls, Accountability, Auditing, Compensation Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    18 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    Association of International Certified Professional Accountants

    Making the Case for Robotic Process Automation

    Skills you'll gain: Robotic Process Automation, Business Process Automation, Return On Investment, Automation, Accounting and Finance Software, Business Requirements, Process Analysis, Business Metrics, Value Propositions, Process Improvement, Project Scoping, Digital Transformation

    4.1
    Rating, 4.1 out of 5 stars
    ·
    93 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Mastering Test Management and Tools

    Skills you'll gain: Test Planning, Test Tools, Configuration Management, Software Testing, Test Automation, Integration Testing, System Testing, Acceptance Testing, Software Quality Assurance, Test Data, Risk Management, Test Case, Risk Management Framework, Issue Tracking, Performance Testing, Version Control

    4.8
    Rating, 4.8 out of 5 stars
    ·
    27 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Inside BFSI: Structure, Challenges, and Technology

    Skills you'll gain: Financial Services, Banking, Customer experience strategy (CX), Regulatory Requirements, Market Intelligence, FinTech, Risk Management, Digital Transformation, Mobile Banking, Fraud detection, Cybersecurity, Emerging Technologies, Blockchain, Artificial Intelligence and Machine Learning (AI/ML), Corporate Sustainability

    4.6
    Rating, 4.6 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 3 Months

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

  • Notion for Beginners: Create a Project Plan: Coursera
  • Business Problem Solving: Howard University
  • Creating an Impact Investment Ask: Duke University
  • Ecological and Energy Transitions in Southern Countries: École normale supérieure
  • Use Tableau for Your Data Science Workflow: University of California, Irvine
  • PMI Agile Certified Practitioner (PMI-ACP): Packt
  • Generative AI for HR Professionals: Fractal Analytics
  • Master Photography & Affinity Photo Techniques: Skillshare
  • Corporate Governance in US & UK: Principles & Compliance: EDUCBA
  • Making the Case for Robotic Process Automation: Association of International Certified Professional Accountants

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