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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


  • R

    Rutgers the State University of New Jersey

    Sourcing Excellence

    Skills you'll gain: Supply Chain Management, Strategic Sourcing, Forecasting, Supply Chain Planning, Materials Management, Procurement, Supplier Management, Inventory Management System, Cash Management, Business Process Reengineering, Payment Processing, Product Quality (QA/QC)

    4.6
    Rating, 4.6 out of 5 stars
    ·
    29 reviews

    Advanced · Course · 1 - 4 Weeks

  • U

    Universidade de São Paulo

    Projeto Aplicado - Introdução a Gestão de Projetos

    Skills you'll gain: Project Schedules, Work Breakdown Structure, Peer Review, Timelines, Project Documentation, Project Scoping, Project Management, Risk Analysis, Scheduling, Budgeting, Project Planning, Risk Management, Writing, Accountability

    4.7
    Rating, 4.7 out of 5 stars
    ·
    87 reviews

    Mixed · Course · 1 - 3 Months

  • A

    Arizona State University

    商务英语课程 Business English

    Skills you'll gain: Sales Presentations, Meeting Facilitation, Business Writing, English Language, Negotiation, Active Listening, Business Correspondence, Selling Techniques, Business Communication, Employee Coaching, Brainstorming, Presentations, Promotional Materials, Business Marketing, Vocabulary, Marketing, Concision, Product Planning, Forecasting, Marketing Budgets

    4.7
    Rating, 4.7 out of 5 stars
    ·
    46 reviews

    Intermediate · Specialization · 3 - 6 Months

  • U

    University of California, Davis

    Planned Giving

    Skills you'll gain: Fundraising, Philanthropy, Tax Planning, Marketing Strategies, Relationship Building, Estate Planning, Benefits Administration, Administration, Business Software, Educational Materials, Professional Networking, Tax Laws

    4.6
    Rating, 4.6 out of 5 stars
    ·
    36 reviews

    Beginner · Course · 1 - 4 Weeks

  • T

    The State University of New York

    Data Analytics in Sports Law and Management

    Skills you'll gain: Facility Management, Event Management, Legal Risk, Contract Management, Performance Analysis, Hospitality and Food Services, Facility Operations, Event Planning, Business Analytics, Analytics, Data Management, Data-Driven Decision-Making, Scheduling, Community Outreach, Labor Relations, Event Marketing, Relationship Management, Data Analysis, Law, Regulation, and Compliance, Regulation and Legal Compliance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    46 reviews

    Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    Building a Business Case Template in Power Point

    Skills you'll gain: Microsoft PowerPoint, Presentations, Sales Presentations, Business Planning, Proposal Development, Fundraising, Financial Acumen, Business Communication, Entrepreneurship

    4.6
    Rating, 4.6 out of 5 stars
    ·
    36 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • E

    Emory University

    From Freedom Rides to Ferguson: Narratives of Nonviolence in the American Civil Rights Movement

    Skills you'll gain: Community Organizing, Social Justice, Social Impact, Social Studies, Advocacy, Conflict Management, Education and Training, Civil Law, Cultural Diversity, Discussion Facilitation, Media and Communications

    4.8
    Rating, 4.8 out of 5 stars
    ·
    318 reviews

    Mixed · Course · 1 - 3 Months

  • 2

    28DIGITAL

    Innovation & Entrepreneurship - From Basics to Open Innovation

    Skills you'll gain: Entrepreneurship, Market Opportunities, Market Analysis, Innovation, Design Thinking, Go To Market Strategy, Product Strategy, Customer Engagement, Product Development, Strategic Thinking, Business Modeling

    4.6
    Rating, 4.6 out of 5 stars
    ·
    328 reviews

    Intermediate · Course · 1 - 3 Months

  • E

    EDHEC Business School

    Climate Aware Investing

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Portfolio Management, Investment Management, Climate Change Mitigation, Finance, Asset Management, Financial Market, Climate Change Adaptation, Investments, Risk Management, Performance Analysis, Sustainable Business, Equities, Risk Analysis, Environmental Regulations, Economics

    4.6
    Rating, 4.6 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Pennsylvania

    Social Entrepreneurship

    Skills you'll gain: Social Impact, Project Scoping, Entrepreneurship, Sustainable Development, Feasibility Studies, Customer Analysis, Target Audience, Stakeholder Management, Competitive Analysis, Business Operations, Cost Estimation, New Business Development, Business Research

    4.7
    Rating, 4.7 out of 5 stars
    ·
    406 reviews

    Mixed · Course · 1 - 4 Weeks

  • S

    SkillUp

    Working as a Scrum Master

    Skills you'll gain: Scrum (Software Development), Sprint Retrospectives, Sprint Planning, Agile Project Management, Agile Methodology, Team Management, Meeting Facilitation, Process Development, Organizational Change, Team Leadership, User Story, Employee Coaching, Stakeholder Management, Change Management, Conflict Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    95 reviews

    Intermediate · Course · 1 - 3 Months

  • I

    IBM

    Get Started with Cloud Native, DevOps, Agile, and NoSQL

    Skills you'll gain: Cloud-Native Computing, NoSQL, MongoDB, Agile Methodology, Scrum (Software Development), Cloud Applications, DevOps, Test Driven Development (TDD), CI/CD, Behavior-Driven Development, Continuous Integration, Continuous Delivery, Continuous Deployment, Sprint Retrospectives, Sprint Planning, User Story

    4.5
    Rating, 4.5 out of 5 stars
    ·
    53 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Sourcing Excellence: Rutgers the State University of New Jersey
  • Projeto Aplicado - Introdução a Gestão de Projetos: Universidade de São Paulo
  • 商务英语课程 Business English: Arizona State University
  • Planned Giving: University of California, Davis
  • Data Analytics in Sports Law and Management: The State University of New York
  • Building a Business Case Template in Power Point: Coursera
  • From Freedom Rides to Ferguson: Narratives of Nonviolence in the American Civil Rights Movement: Emory University
  • Innovation & Entrepreneurship - From Basics to Open Innovation: 28DIGITAL
  • Climate Aware Investing: EDHEC Business School
  • Social Entrepreneurship: University of Pennsylvania

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