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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
    U

    University of California, Irvine

    Essentials of Entrepreneurship: Thinking & Action

    Skills you'll gain: Business Planning, Feasibility Studies, Entrepreneurship, Market Opportunities, Process Management, Innovation, New Business Development, Business Strategies, Ideation, Business Strategy, Operational Analysis, Business Operations, Marketing, Operations

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    E

    ESSEC Business School

    Réussir le Changement

    Skills you'll gain: Change Management, Organizational Change, Behavior Management, Business Transformation, Culture Transformation, Agile Project Management, Leadership and Management, Organizational Development, Industrial and Organizational Psychology, Training and Development, Social Sciences, Employee Training, Sociology, Communication Planning, Leadership, Communication

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

    Mixed · Course · 1 - 3 Months

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

    Pearson

    Talent Management

    Skills you'll gain: Talent Recruitment, Workforce Planning, Recruitment, Talent Acquisition, Full Cycle Recruitment, Recruitment Strategies, Talent Sourcing, Talent Management, Human Resources Management and Planning, Interviewing Skills, Advertising, Process Design, Verification And Validation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Michigan State University

    How to Start Your Own Business

    Skills you'll gain: Financial Statements, Intellectual Property, Value Propositions, Financial Statement Analysis, Business Planning, Design Thinking, Ideation, Innovation, Income Statement, Entrepreneurship, Self-Starter, Customer Acquisition Management, Business Modeling, Product Development, Balance Sheet, Market Opportunities, New Product Development, Verification And Validation, Milestones (Project Management), Leadership

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

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

    Madecraft

    How to Effectively Lead a Remote Workforce

    Skills you'll gain: Employee Coaching, Drive Engagement, Employee Engagement, Virtual Teams, Telecommuting, Team Leadership, Recognizing Others, Leadership and Management, Team Motivation, Team Management, Team Performance Management, Strategic Communication, People Development, Verbal Communication Skills, Communication Planning, Collaboration, Accountability, Communication, People Management, Team Collaboration

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    I

    Infosec

    US Healthcare, Finance, and Education Privacy Laws and Rules

    Skills you'll gain: Medical Privacy, Health Insurance Portability And Accountability Act (HIPAA) Compliance, Health Information Management, Personally Identifiable Information, Law, Regulation, and Compliance, Information Privacy, Health Care Procedure and Regulation, Compliance Management, Regulatory Compliance, Health Information Management and Medical Records, Financial Regulation, Financial Regulations, Data Loss Prevention, Regulatory Requirements, Compliance Reporting, Child Welfare, Surveys, Informed Consent, Security Controls, Loss Prevention

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Improve Email Deliverability

    Skills you'll gain: Email Security, Email Marketing, Email Automation, Authentications, Marketing Effectiveness, Campaign Management, Data Cleansing, Data Quality, Auditing, Digital Marketing, Driving engagement, Marketing Analytics, Data Maintenance, Campaign Planning, Customer Engagement, Continuous Monitoring, Brand Management, Risk Analysis, Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    R

    Rutgers the State University of New Jersey

    Introduction to AI Agent in Accounting

    Skills you'll gain: Agentic systems, Generative AI Agents, Agentic Workflows, Financial Auditing, Auditing, AI Workflows, Accounting, General Accounting, Business Workflow Analysis, Process Design, Accounting Systems, Internal Auditing, Workflow Management, AI Orchestration, Artificial Intelligence, Prompt Engineering, LLM Application, Feasibility Studies, Responsible AI, AI Integrations

    Beginner · Course · 1 - 4 Weeks

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

    Sage Publications

    Project Management

    Skills you'll gain: Stakeholder Management, Teamwork, Stakeholder Engagement, Project Closure, Project Management, Conflict Management, Project Design, Stakeholder Communications, Collaboration, Leadership and Management, Cooperation, Team Management, Project Management Life Cycle, Resource Management, Resource Allocation, Leadership Studies, Team Leadership, Project Planning, Risk Management, Change Management

    Beginner · Specialization · 3 - 6 Months

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

    Sage Publications

    Strategic Global Human Resource Management

    Skills you'll gain: Human Resources, Human Resources Management and Planning, Diversity Equity and Inclusion Initiatives, Human Resource Strategy, Employee Engagement, Employee Retention, Diversity and Inclusion, Diversity Programs, Human Resource Policies, Organizational Change, Business Ethics, Industrial and Organizational Psychology, Employee Relations, Drive Engagement, Intercultural Competence, Human Relations Movement, Cultural Diversity, Employee Surveys, Labor Relations, Change Management

    Intermediate · Course · 1 - 3 Months

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

    Microsoft

    Engagement & Feedback Optimization

    Skills you'll gain: People Analytics, Employee Engagement, Employee Surveys, Power BI, Team Performance Management, Organizational Effectiveness, Employee Coaching, Driving engagement, User Feedback, Performance Metric, Constructive Feedback, Performance Measurement, Workforce Planning, Workforce Management, Workforce Development, Dashboard, Human Resource Strategy, Drive Engagement, Data Analysis, Data Analysis Software

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Meta

    Meta Marketing Science Certification Prep

    Skills you'll gain: Meta Ads Manager, Marketing Analytics, Data-Driven Marketing, Bayesian Statistics, Descriptive Statistics, Marketing Effectiveness, Statistical Hypothesis Testing, Target Audience, Marketing Strategies, Marketing Planning, Statistical Inference, Marketing Strategy and Techniques, Statistical Software, Sampling (Statistics), A/B Testing, Data Collection, Marketing, Analytics, Performance marketing, Web Analytics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3K reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Essentials of Entrepreneurship: Thinking & Action: University of California, Irvine
  • RĂ©ussir le Changement: ESSEC Business School
  • Talent Management: Pearson
  • How to Start Your Own Business: Michigan State University
  • How to Effectively Lead a Remote Workforce: Madecraft
  • US Healthcare, Finance, and Education Privacy Laws and Rules: Infosec
  • Improve Email Deliverability: Coursera
  • Introduction to AI Agent in Accounting: Rutgers the State University of New Jersey
  • Project Management: Sage Publications
  • Strategic Global Human Resource Management: Sage Publications

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