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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


  • B

    Board Infinity

    PHP Mastery: Build Web Apps

    Skills you'll gain: PHP (Scripting Language), Model View Controller, Restful API, Secure Coding, Web Development, Object-Relational Mapping, Web Applications, Full-Stack Web Development, Development Environment, Development Testing, Software Testing, Back-End Web Development, Security Controls, API Design, Application Frameworks, Database Management, Web Frameworks, Application Programming Interface (API), Application Security, Database Development

    4.2 stars, 10 reviews, Beginner, Course, 1 - 4 Weeks

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

    Status: Free trial
    Free trial
  • M

    Microsoft

    Process & Policy Execution

    Skills you'll gain: Root Cause Analysis, Process Optimization, Process Improvement and Optimization, Process Improvement, Human Resource Policies, Workflow Management, Microsoft 365, Process Analysis, HR Tech, Human Resources, System Monitoring, Microsoft Teams, Microsoft Outlook, Internal Communications, Business Process Automation, Automation, Communication Planning, Employee Surveys, Strategic Prioritization, Compliance Management

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • C

    Coursera

    Project Management in Healthcare : Tools and Tactics

    Skills you'll gain: Healthcare Project Management, Project Risk Management, Process Improvement, Performance Metric, Continuous Improvement Process, Risk Management, Project Coordination, Project Performance, Risk Analysis, Health Care Procedure and Regulation, Project Management Software, Workflow Management, Project Management, Collaborative Software, Collaboration, Project Implementation, Regulatory Affairs, Health Technology, Compliance Management, Key Performance Indicators (KPIs)

    5 stars, 7 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 5 (7) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Design and Integrate CCTV Systems Using AutoCAD

    Skills you'll gain: Engineering Drawings, Computer-Aided Design, Architectural Drawing, Technical Drawing, Drafting and Engineering Design, Diagram Design, Electrical Equipment, Facility Management, Coordination

    4.4 stars, 12 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (12) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • U

    University of California, Santa Barbara

    Managing the Talent Lifecycle

    Skills you'll gain: Talent Acquisition, Talent Recruitment, Workforce Planning, Recruitment, Employee Onboarding, New Hire Orientations, Recruitment Strategies, Employee Retention, Talent Sourcing, Talent Pipelining, Full Cycle Recruitment, Diversity Equity and Inclusion Initiatives, Workplace inclusivity, Human Resources Management and Planning, Human Resources, Employee Engagement, Diversity and Inclusion, Human Resource Strategy, Strategic Sourcing, Talent Management

    Beginner · Specialization · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • B

    Board Infinity

    Prepare for CFA Level 1: Ethics and Professional Standards

    Skills you'll gain: Ethical Standards And Conduct, Business Ethics, Decision Making, Investment Management, Conflict Management, Compliance Management, Financial Reporting, Performance Reporting, Law, Regulation, and Compliance, Accountability, Case Studies

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • C

    Coursera

    AI Marketing Analytics

    Skills you'll gain: Marketing Analytics, A/B Testing, Data-Driven Marketing, Google Analytics, Data Storytelling, Content Performance Analysis, Dashboard, Looker (Software), Business Reporting, Dashboard Creation, Web Analytics and SEO, Conversion Funnel Analysis, Management Reporting, Campaign Management, Customer Analysis, Data Cleansing, Search Engine Optimization, Marketing Operations, Media Planning, SQL

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • C

    Coursera

    How to Use The IFE-EFE Matrix for Strategic Analysis

    Skills you'll gain: Strategic Planning, Competitive Analysis, Strategic Thinking, Business Strategy, Strategic Prioritization, Strategic Decision-Making, Organizational Strategy, Performance Measurement, Performance Analysis, Analysis, Internal Auditing, Market Analysis, External Auditing, Market Opportunities, Entrepreneurship, Leadership

    Intermediate · Guided Project · Less Than 2 Hours

  • B

    Banco Interamericano de Desarrollo

    Financiamiento en proyectos de infraestructura sostenible 

    Skills you'll gain: Project Finance, Economic Development, Investment Banking, Fundraising and Crowdsourcing, Private Equity, Sustainable Development, Loans, Environmental Social And Corporate Governance (ESG), Finance, General Lending, Capital Markets, Financial Market, Innovation, Sustainability Standards, Corporate Sustainability, Climate Change Mitigation

    4.9 stars, 24 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.9 (24) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • S

    SkillUp

    Managing Windows Servers, Virtualization, & Containerization

    Skills you'll gain: Windows Servers, Hyper-V, Containerization, Kubernetes, Docker (Software), Virtualization, Virtual Machines, Server Administration, Hybrid Cloud Computing, Microsoft Azure, Operating System Administration, Microsoft Windows, Infrastructure As A Service (IaaS), Cloud Management, Systems Administration, Remote Access Systems

    5 stars, 9 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 5 (9) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Analyze and Evaluate Shareholder’s Equity Essentials

    Skills you'll gain: Financial Statement Analysis, Financial Accounting, Corporate Finance, Financial Statements, Financial Analysis, Corporate Accounting, Financial Reporting, Finance, Income Statement, Accounting, Private Equity, Decision Making, Analysis, International Financial Reporting Standards, Literacy

    Mixed · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • U

    University of Rochester

    Community Engagement in Research and Population Health

    Skills you'll gain: Health Disparities, Social Determinants Of Health, Health Equity, Community Health, Public Health, Public Health and Disease Prevention, Health Systems, Health Policy, Community Development, Health Informatics, Community Outreach, Data Collection, Value-Based Care, Research, Program Evaluation, Driving engagement

    4.4 stars, 10 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (10) · Beginner · Course · 1 - 4 Weeks

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

  • PHP Mastery: Build Web Apps: Board Infinity
  • Process & Policy Execution: Microsoft
  • Project Management in Healthcare : Tools and Tactics: Coursera
  • Design and Integrate CCTV Systems Using AutoCAD: EDUCBA
  • Managing the Talent Lifecycle: University of California, Santa Barbara
  • Prepare for CFA Level 1: Ethics and Professional Standards: Board Infinity
  • AI Marketing Analytics: Coursera
  • How to Use The IFE-EFE Matrix for Strategic Analysis: Coursera
  • Financiamiento en proyectos de infraestructura sostenible : Banco Interamericano de Desarrollo
  • Managing Windows Servers, Virtualization, & Containerization: SkillUp

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