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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
    S

    SkillUp

    Intro to Lean Six Sigma and Project Identification Methods

    Skills you'll gain: Process Mapping, Lean Six Sigma, Process Analysis, Process Improvement, Quality Improvement, Risk Management, Continuous Improvement Process, Business Requirements, Business Risk Management, Customer Analysis, Business Process, Key Performance Indicators (KPIs), Performance Measurement, Project Documentation, Project Planning, Project Scoping, Project Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    21 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Introduction to PMP and Agile Methodologies

    Skills you'll gain: Project Documentation, Agile Methodology, Agile Project Management, Project Management, Project Management Life Cycle, Project Planning, Project Management Institute (PMI) Methodology, Sprint Planning, Backlogs, Stakeholder Management, Team Oriented, Communication

    5
    Rating, 5 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The State University of New York

    How to Get Skilled: Introduction to Individual Skills Management (Project-Centered Course)

    Skills you'll gain: Benchmarking, Professional Development, Performance Measurement, Performance Appraisal, Personal Development, Job Analysis, Gap Analysis, Dashboard, Microsoft Excel, Self-Awareness, Competitive Analysis, Goal Setting, Analysis

    4.1
    Rating, 4.1 out of 5 stars
    ·
    226 reviews

    Advanced · Course · 1 - 3 Months

  • P

    Packt

    Introduction to FinTech Using R

    Skills you'll gain: Shiny (R Package), FinTech, Financial Market, Financial Forecasting, Asset Management, Financial Analysis, Artificial Intelligence, Web Applications, Portfolio Management, Predictive Modeling, Time Series Analysis and Forecasting, Algorithms

    Beginner · Course · 1 - 4 Weeks

  • J

    Johns Hopkins University

    Introduction to Digital Health Entrepreneurship

    Skills you'll gain: Health Technology, Telehealth, Health Systems, Healthcare Industry Knowledge, Health Care, Medicaid, Medical Terminology, Health Policy, Entrepreneurship, Payment Systems, Medicare, Social Determinants Of Health, Value-Based Care, Data-Driven Decision-Making

    4.3
    Rating, 4.3 out of 5 stars
    ·
    35 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Fundamentos de Negócios

    Skills you'll gain: Business Strategy, Business Management, People Management, Corporate Finance, Organizational Structure, Business Planning, Financial Analysis, Leadership and Management, Marketing, Competitive Analysis, Go To Market Strategy, Branding, Decision Making

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    AI Leadership & Strategic Implementation

    Skills you'll gain: Responsible AI, AI Enablement, Technology Roadmaps, Organizational Change, AI Product Strategy, Stakeholder Engagement, Market Opportunities, Change Management, Google Gemini, Business Strategy, Generative AI, Corporate Strategy, Corporate Communications, Enterprise Security, Prompt Engineering, Corporate Sustainability, Business Communication, Communication Strategies, Marketing Strategy and Techniques, Communication

    3.8
    Rating, 3.8 out of 5 stars
    ·
    25 reviews

    Intermediate · Specialization · 1 - 4 Weeks

  • C

    Coursera

    Custom Reports in Google Analytics

    Skills you'll gain: Google Analytics, Ad Hoc Reporting, Management Reporting, Performance Reporting, Web Analytics, Marketing, Web Development

    4.5
    Rating, 4.5 out of 5 stars
    ·
    168 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Construction Management Field Operations and Admin Tools

    Skills you'll gain: Construction Management, Project Controls, Construction Estimating, Project Schedules, Change Control, Contract Management, Timelines, Occupational Safety And Health, Scheduling, Project Coordination, Project Documentation, Communication Planning, Project Planning, Safety Assurance, Cost Control, Arbitration

    4.9
    Rating, 4.9 out of 5 stars
    ·
    8 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Macquarie University

    Cyber Security: Essentials for Governance, Risk & Compliance

    Skills you'll gain: Incident Response, Incident Management, Threat Modeling, Cyber Governance, Computer Security Incident Management, Cyber Security Strategy, Cyber Attacks, Security Management, Threat Management, Cyber Risk, Cyber Security Policies, Cybersecurity, Intrusion Detection and Prevention, Governance Risk Management and Compliance, Cyber Security Assessment, Cyber Operations, Compliance Management, Governance, Risk Management, Risk Control

    4.7
    Rating, 4.7 out of 5 stars
    ·
    12 reviews

    Beginner · Specialization · 3 - 6 Months

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

    LearnKartS

    CompTIA Security+ Certification Preparation

    Skills you'll gain: Vulnerability Management, Cyber Governance, Threat Modeling, Network Security, Cyber Threat Intelligence, Malware Protection, Cyber Attacks, Governance Risk Management and Compliance, Incident Management, Hardening, Threat Detection, Security Strategy, Application Security, Mobile Security, Business Risk Management, Cyber Security Policies, Vulnerability, Security Awareness, Vulnerability Assessments, Vulnerability Scanning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    40 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Codio

    Understanding ISO Security Standards for Your Organization

    Skills you'll gain: ISO/IEC 27001, Risk Management, Personally Identifiable Information, Enterprise Risk Management (ERM), Business Risk Management, Security Controls, System Implementation, Security Awareness, Information Privacy, Security Management, Security Strategy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    55 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Intro to Lean Six Sigma and Project Identification Methods : SkillUp
  • Introduction to PMP and Agile Methodologies: Packt
  • How to Get Skilled: Introduction to Individual Skills Management (Project-Centered Course): The State University of New York
  • Introduction to FinTech Using R: Packt
  • Introduction to Digital Health Entrepreneurship: Johns Hopkins University
  • Fundamentos de Negócios: Fundação Instituto de Administração
  • AI Leadership & Strategic Implementation: Starweaver
  • Custom Reports in Google Analytics: Coursera
  • Construction Management Field Operations and Admin Tools: University of Maryland, College Park
  • Cyber Security: Essentials for Governance, Risk & Compliance: Macquarie University

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