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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
    Status: AI skills
    AI skills
    M

    Microsoft

    Microsoft Project Management: Build Job-Ready Skills

    Skills you'll gain: Stakeholder Management, Communication Planning, Virtual Teams, Team Management, Team Leadership, Plan Execution, Scheduling, Conflict Management, Project Schedules, Project Management Life Cycle, Project Management, Teamwork, Project Management Office (PMO), Stakeholder Analysis, Risk Mitigation, Agile Product Development, Risk Management, Communication, Planning, Budgeting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    809 reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

    Madecraft

    Excel for Finance Professionals

    Skills you'll gain: Data Visualization, Pivot Tables And Charts, Data Presentation, Interactive Data Visualization, Data Visualization Software, Microsoft Excel, Dashboard, Dashboard Creation, Cash Flow Forecasting, Excel Formulas, Spreadsheet Software, Financial Modeling, Cash Management, Microsoft PowerPoint, Financial Forecasting, Auditing, Financial Reporting, Data Transformation, Financial Data, Financial Analysis

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Fundamentos Estratégicos Empresariales

    Skills you'll gain: Business Planning, ISO 9000 Series, Strategic Marketing, Marketing, Financial Statement Analysis, Financial Statements, Quality Management Systems, Organizational Strategy, Financial Analysis, Product Planning, Governance, Marketing Planning, Corporate Strategy, Operations Management, Organizational Structure, Working Capital, Financial Data, Business Strategies, Market Analysis, Quality Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Preparing to Manage Human Resources

    Skills you'll gain: Human Resource Strategy, Human Resources, Human Resources Management and Planning, Human Resource Policies, Compensation Management, Compensation and Benefits, Resource Management, People Management, Employee Performance Management, Labor Law, Industrial and Organizational Psychology, Employee Engagement, Team Motivation, Law, Regulation, and Compliance, Economics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    11K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    From Likes to Leads: Interact with Customers Online

    Skills you'll gain: Social Media Marketing, Social Media Strategy, Paid media, Social Media Management, Social Media Content, Social Media Campaigns, Content Creation, Drive Engagement, Digital Media Strategy, Content Performance Analysis, Content Scheduling, Driving engagement, Digital Advertising, Advertising Campaigns, Customer Engagement, Brand Awareness, Advertising, Brand Management, Marketing Analytics, Branding

    4.8
    Rating, 4.8 out of 5 stars
    ·
    4K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Alberta

    Software Product Management

    Skills you'll gain: Agile Software Development, Project Risk Management, Requirements Analysis, Agile Methodology, Agile Project Management, Kanban Principles, Risk Management, Requirements Elicitation, Sprint Retrospectives, Functional Requirement, Sprint Planning, Software Development Methodologies, Agile Product Development, Software Development, Risk Analysis, Scrum (Software Development), Software Technical Review, Risk Management Framework, Product Management, Project Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    12K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Claves de la Dirección de Empresas

    Skills you'll gain: Strategic Marketing, Financial Statement Analysis, Income Statement, Financial Statements, People Management, Accounting, Team Performance Management, Balance Sheet, Financial Data, Financial Accounting, Marketing Planning, Product Marketing, Leadership Development, Market Share, Financial Acumen, Marketing, Accrual Accounting, Team Management, Case Studies, Financial Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    S

    Sage Publications

    Family Business Management

    Skills you'll gain: Succession Planning, Governance, Conflict Management, Workforce Planning, Business Leadership, Business Continuity, Business Management, Leadership and Management, Corporate Strategy, Relationship Management, Family Law, Business Strategy, Leadership, Accountability Frameworks, Organizational Structure, Corporate Sustainability, Business Planning, Stakeholder Management, Wealth Management, Entrepreneurship

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    DeepSeek AI for Business Strategy and Decision-Making

    Skills you'll gain: Prompt Engineering, Responsible AI, AI Enablement, Strategic Thinking, Prompt Patterns, Deepseek, Prompt Engineering Tools, Business Transformation, Digital Transformation, Business Strategy, Decision Intelligence, Strategic Marketing, Performance Measurement, Strategic Planning, Risking, Artificial Intelligence, Marketing, Web Analytics and SEO, Market Trend, Financial Modeling

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Pearson

    Risk and Return Relationships

    Skills you'll gain: Finance, Portfolio Risk, Return On Investment, Risk Analysis, Portfolio Management, Financial Analysis, Financial Planning, Financial Modeling, General Finance, Investments, Risk Management, Business Mathematics, Cash Flows, Performance Measurement, Correlation Analysis, Estimation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Berklee

    The DIY Musician

    Skills you'll gain: Fundraising and Crowdsourcing, Music Theory, Music, Musical Composition, Peer Review, Music Performance, Storytelling, Project Planning, Instrumental Music, Production Planning, Web Presence, Social Media Content, Brand Marketing, Fundraising, Team Leadership, Sustainable Business, Leadership, Writing and Editing, Media Production, Social Media

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Fundamentals of Accounting

    Skills you'll gain: Balance Sheet, Financial Statements, Management Accounting, Performance Measurement, Income Statement, Financial Statement Analysis, Cost Accounting, Capacity Management, Operating Cost, Financial Reporting, Asset Management, Organizational Strategy, Performance Analysis, Financial Accounting, Operational Analysis, Financial Analysis, Budgeting, Operating Budget, Cost Control, Fixed Asset

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.1K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Microsoft Project Management: Build Job-Ready Skills: Microsoft
  • Excel for Finance Professionals: Madecraft
  • Fundamentos Estratégicos Empresariales: Universidad Nacional Autónoma de México
  • Preparing to Manage Human Resources: University of Minnesota
  • From Likes to Leads: Interact with Customers Online: Google
  • Software Product Management: University of Alberta
  • Claves de la Dirección de Empresas: IESE Business School
  • Family Business Management: Sage Publications
  • DeepSeek AI for Business Strategy and Decision-Making: Packt
  • Risk and Return Relationships: Pearson

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