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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


  • C

    Coursera

    GenAI for Writing and Auditing VBA Macros in Finance

    Skills you'll gain: Excel Macros, Financial Modeling, Business Process Automation, Workflow Management, Prompt Engineering, Generative AI, Automation, Process Optimization, General Finance, Microsoft Excel, Excel Formulas, Simulation and Simulation Software, Financial Analysis, Maintainability, Visual Basic (Programming Language), Financial Reporting, Financial Planning

    Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • G

    Google Cloud

    Google Apps Script: Access Google Sheets, Maps & Gmail in 4 Lines of Code

    Skills you'll gain: Email Automation, Scripting, Google Workspace, Gmail, Web Development Tools, Javascript, Scripting Languages, Google Cloud Platform, Spreadsheet Software, Web Development, Computer Programming

    4.1 stars, 18 reviews, Beginner, Project, Less Than 2 Hours

    ★ 4.1 (18) · Beginner · Project · Less Than 2 Hours

  • E

    EDUCBA

    Stock Market Investing and Equity Valuation

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Portfolio Management, Income Statement, Financial Analysis, Financial Modeling, Wealth Management, Investment Management, Investments, Equities, Microsoft Excel, Financial Data, Research Reports, Business Valuation, Financial Forecasting, Financial Market, Cash Flows, Market Analysis

    5 stars, 12 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 5 (12) · Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • L

    Lund University

    Akademiskt skrivande

    Skills you'll gain: Peer Review, Writing, Writing and Editing, Honesty, Editing, Proofreading, Planning, Constructive Feedback, Organizational Skills, Goal Setting, Teaching

    4.5 stars, 21 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.5 (21) · Beginner · Course · 1 - 3 Months

    Category: Free
    Free
  • E

    EDUCBA

    Analyze Investment Banking Operations: Fixed Income & FX

    Skills you'll gain: Financial Market, Risk Mitigation, Cash Management, Financial Analysis, Financial Systems, Market Liquidity, Futures Exchange, Financial Trading, Analysis, Risk Management, Financial Services, Risk Management Framework, Market Data, Lending and Underwriting, Investment Management, Investment Banking, Economics, Fixed Asset, Return On Investment, Payment Systems

    5 stars, 17 reviews, Beginner, Specialization, 1 - 3 Months

    ★ 5 (17) · Beginner · Specialization · 1 - 3 Months

    Status: Free trial
    Free trial
  • T

    Technical University of Munich (TUM)

    Financing Biotech Innovation

    Skills you'll gain: Fundraising, Business Valuation, Legal Risk, Biotechnology, Entrepreneurial Finance, Sales Presentations, Investments, Return On Investment, Private Equity, Presentations, Finance, Financial Analysis, General Finance, Mergers & Acquisitions, Negotiation

    Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
  • U

    Universidad Nacional Autónoma de México

    Proyecto final sobre negociación para un mejor clima laboral

    Skills you'll gain: Negotiation, Cooperation, Workplace inclusivity, Teamwork, Team Building, Conflict Management, Collaboration, Organizational Effectiveness, Leadership, Mediation, People Development, Culture Transformation, Organizational Leadership, Administration, Culture, Planning, Strategic Thinking, Sustainable Systems, Coordination, Strategic Decision-Making

    4.5 stars, 75 reviews, Mixed, Course, 1 - 3 Months

    ★ 4.5 (75) · Mixed · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • T

    Tecnológico de Monterrey

    Leadership in the Family Business

    Skills you'll gain: Succession Planning, Governance, Leadership and Management, Organizational Leadership, Leadership, Business Leadership, People Development, Strategic Leadership, Leadership Development, Talent Management, Organizational Structure, Business Continuity, Strategic Thinking, Professional Networking, Business Systems

    4.1 stars, 9 reviews, Advanced, Course, 1 - 3 Months

    ★ 4.1 (9) · Advanced · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • C

    Codio

    Introduction to VueJS Framework

    Skills you'll gain: Vue.JS, HTML and CSS, Hypertext Markup Language (HTML), Web Applications, JavaScript Frameworks, Front-End Web Development, Web Design and Development, Cascading Style Sheets (CSS), Web Components, Web Development, Javascript, Data Persistence

    4.2 stars, 45 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.2 (45) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • U

    University of Toronto

    Plant Bioinformatics Capstone

    Skills you'll gain: Network Analysis, Laboratory Reports, Bioinformatics, Research Reports, Molecular, Cellular, and Microbiology, Biology, Analysis, Correlation Analysis, Biotechnology, Data Synthesis, Statistical Methods, Experimentation

    4.8 stars, 32 reviews, Intermediate, Course, 1 - 3 Months

    ★ 4.8 (32) · Intermediate · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • B

    Board Infinity

    Key Enablers and Challenges in Implementing Industry 4.0

    Skills you'll gain: Process Optimization, Process Improvement and Optimization, Process Improvement, Innovation, Workforce Development, Workforce Planning, Digital Transformation, Technology Strategies, Culture Transformation, Cost Management, Manufacturing Operations, Workforce Management, Production Process, Employee Training, Budget Management, Cost Containment, Business Transformation, Emerging Technologies, Program Implementation, Organizational Change

    Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • K

    Knowledge Accelerators

    Microsoft Copilot in Excel: Smarter Data Analysis Made Easy

    Skills you'll gain: Prompt Engineering, Microsoft Copilot, Dashboard Creation, Dashboard, Excel Macros, Microsoft 365, Pivot Tables And Charts, Data Visualization, Generative AI Agents, Data Analysis, Generative AI, AI Integrations, Artificial Intelligence, Workflow Management, Productivity, Automation, Customer Data Management, Data Management, Leadership Development

    4.8 stars, 24 reviews, Intermediate, Course, Less Than 2 Hours

    ★ 4.8 (24) · Intermediate · Course · Less Than 2 Hours

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

  • GenAI for Writing and Auditing VBA Macros in Finance: Coursera
  • Google Apps Script: Access Google Sheets, Maps & Gmail in 4 Lines of Code: Google Cloud
  • Stock Market Investing and Equity Valuation: EDUCBA
  • Akademiskt skrivande: Lund University
  • Analyze Investment Banking Operations: Fixed Income & FX: EDUCBA
  • Financing Biotech Innovation: Technical University of Munich (TUM)
  • Proyecto final sobre negociación para un mejor clima laboral: Universidad Nacional Autónoma de México
  • Leadership in the Family Business: Tecnológico de Monterrey
  • Introduction to VueJS Framework: Codio
  • Plant Bioinformatics Capstone: University of Toronto

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