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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Fundamentals of Project Management

    Skills you'll gain: Work Breakdown Structure, Project Management Life Cycle, Project Management, Project Schedules, Scheduling, Project Management Software, Project Planning, Project Estimation, Team Management, Budgeting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    84 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Introduction to Spreadsheets and Models

    Skills you'll gain: Spreadsheet Software, Financial Modeling, Regression Analysis, Excel Formulas, Business Modeling, Simulation and Simulation Software, Operations Research, Microsoft Excel, Google Sheets, Probability Distribution, Analysis, Forecasting, Predictive Analytics, Risk Analysis, Statistical Methods, Data Analysis Software, Process Optimization, Decision Tree Learning

    4.2
    Rating, 4.2 out of 5 stars
    ·
    3.9K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    Edureka

    Generative AI for Customer Service Automation

    Skills you'll gain: Miro AI, Customer Engagement, Responsible AI, AI Product Strategy, No-Code Development, Customer experience improvement, Email Automation, Customer Service, Customer Analysis, Automation, Generative AI, Customer Data Management, Customer Communications Management, Customer Relationship Management (CRM) Software, Customer Support, Workflow Management, Artificial Intelligence, Customer and Client Support, Agentic systems, Ethical Standards And Conduct

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Human Resources Analytics

    Skills you'll gain: Data Storytelling, Data Presentation, Human Resource Strategy, Employee Relations, Employee Performance Management, Performance Metric, Dashboard, Data Analysis, Training and Development, Compensation Strategy, Business Metrics, Employee Retention, Compensation and Benefits, Talent Recruitment, Business Analysis, Employee Engagement, Mental Health

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

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Intuit

    Liabilities and Equity in Accounting

    Skills you'll gain: Payroll, Payroll Administration, Payroll Processing, Payroll Tax, Sales Tax, Balance Sheet, Accounting, Accounts Payable, Financial Accounting, General Accounting, Equities, Bookkeeping, General Ledger, Mortgage Loans, Loans, Tax Compliance

    4.4
    Rating, 4.4 out of 5 stars
    ·
    781 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Michigan

    Negociações de sucesso: estratégias e habilidades essenciais (em Português)

    Skills you'll gain: Negotiation, Contract Negotiation, Mediation, Arbitration, Price Negotiation, Legal Strategy, Intercultural Competence, Planning, Strategic Planning, Conflict Management, Communication, Contract Management, Ethical Standards And Conduct, Decision Making

    4.9
    Rating, 4.9 out of 5 stars
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    1.6K reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    Risk Management in Video Game Development

    Skills you'll gain: Risk Analysis, Crisis Management, Risk Mitigation, Risk Management Framework, Risk Management, Business Risk Management, Project Risk Management, Agile Methodology, Stakeholder Communications, Agile Project Management, Stakeholder Management, Project Controls, Video Game Development, Contingency Planning, Lean Methodologies, Prioritization

    Intermediate · Course · 3 - 6 Months

  • Status: New
    New
    P

    Packt

    Technical Program Manager's Handbook: Mastering PM Skills

    Skills you'll gain: Technical Management, Program Management, Stakeholder Engagement, Leadership and Management, Stakeholder Management, Project Management, Technical Product Management, Risk Management, Initiative and Leadership, Technical Consulting, Professional Development, Generative AI, Drive Engagement, Communication Planning, Emotional Intelligence, Technical Communication, Project Planning, AI Enablement, Software Architecture, Technical Analysis

    Intermediate · Course · 3 - 6 Months

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

    Coursera

    Career Readiness & Leadership Skills in the Modern Workplace

    Skills you'll gain: Active Listening, Emotional Intelligence, Team Performance Management, Interviewing Skills, Executive Presence, Leadership Development, Conflict Management, Social Skills, Business Ethics, Management Training And Development, Case Studies, Empathy, Relationship Management, Ethical Standards And Conduct, Leadership, Self-Awareness, Workforce Planning, Professional Networking, Business Communication, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.1K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    I

    IIT Bombay

    Introduction to Business Management: Winning Internally

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Production Process, Financial Management, Accounting, Business Management, Organizational Structure, Business, Manufacturing Operations, Leadership, Human Resources, Business Strategies, Strategic Thinking, Financial Statements, Innovation, Product Development, Value Propositions

    4.8
    Rating, 4.8 out of 5 stars
    ·
    22 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Washington

    Business English Communication Skills

    Skills you'll gain: Negotiation, Proposal Writing, Presentations, Sales Presentation, Verbal Communication Skills, Persuasive Communication, Event Planning, Peer Review, Business Communication, Business Writing, Taking Meeting Minutes, Public Speaking, Business Planning, Microsoft PowerPoint, Meeting Facilitation, Business Correspondence, Professional Networking, Data Visualization, English Language, Setting Appointments

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.9K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Strategic Sales Management

    Skills you'll gain: Sales Management, Sales Strategy, Customer Engagement, Sales Process, Sales Enablement, Sales Training, Case Studies, Sales, Business Planning, Conflict Management, Marketing, Marketing Planning, Strategic Marketing, Market Intelligence, Product Planning, B2B Sales, Competitive Intelligence, Business Marketing, Customer Relationship Building, Business Strategy

    4.5
    Rating, 4.5 out of 5 stars
    ·
    521 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Fundamentals of Project Management: Johns Hopkins University
  • Introduction to Spreadsheets and Models: University of Pennsylvania
  • Generative AI for Customer Service Automation : Edureka
  • Human Resources Analytics: University of California, Irvine
  • Liabilities and Equity in Accounting: Intuit
  • Negociações de sucesso: estratégias e habilidades essenciais (em Português): University of Michigan
  • Risk Management in Video Game Development: Packt
  • Technical Program Manager's Handbook: Mastering PM Skills: Packt
  • Career Readiness & Leadership Skills in the Modern Workplace: Coursera
  • Introduction to Business Management: Winning Internally: IIT Bombay

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