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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
    U

    University of California, Irvine

    Virtual Teacher

    Skills you'll gain: Peer Review, Instructional Design, Instructional and Curriculum Design, Education Software and Technology, Drive Engagement, Instructing, Parent Communication, Instructional Strategies, Student Engagement, Learning Management Systems, Student Support and Services, Course Development, Collaborative Software, Pedagogy, Digital pedagogy, Teaching, AI Personalization, Data Management, Collaboration, Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.4K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    MedCerts

    Electronic Health Record/Reimbursement Fundamentals

    Skills you'll gain: Professionalism, Payment Processing and Collection, Care Management, Patient Communication, Medical Coding, Patient-centered Care, Healthcare Ethics, Medicare, Professional Development, Interpersonal Communications, Empathy, Teamwork, Ethical Standards And Conduct, Cultural Responsiveness, Interoperability, Data Integrity, Emotional Intelligence, Communication, Conflict Management, Time Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    999 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    T

    The Hong Kong University of Science and Technology

    Information Systems Auditing, Controls and Assurance

    Skills you'll gain: Audit Working Papers, Change Control, Internal Auditing, Systems Development, Auditors Report, Risk Management, Risk Control, FinTech, Change Management, Risk Mitigation, Emerging Technologies, Development Environment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.1K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universiteit Leiden

    International Humanitarian Law in Theory and Practice

    Skills you'll gain: Law, Regulation, and Compliance, Legal Proceedings, International Relations, Child Welfare, Ethical Standards And Conduct, Litigation and Civil Justice, Case Law, Journalism, Case Studies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    P

    Pearson

    Capital Budgeting Practices

    Skills you'll gain: Capital Budgeting, Capital Expenditure, Financial Analysis, Corporate Finance, Financial Management, Project Finance, Financial Modeling, Risk Analysis, Cost Benefit Analysis, Investment Management, Return On Investment, Project Portfolio Management, Operational Analysis, Operating Cost, Cash Flows, Business Risk Management, Equities, Cash Flow Forecasting, Analysis, Cost Accounting

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Pearson

    Working Capital and Inventory Management

    Skills you'll gain: Working Capital, Accounts Receivable, Cash Management, Accounts Payable and Receivable, Cash Flows, Accounts Payable, Operations Management, Inventory Control, Fiscal Management, Asset Management, Finance, Operational Analysis, Financial Analysis, Securities (Finance), Cost Estimation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    BI Essentials for Finance Analysts (Power BI Edition)

    Skills you'll gain: Data Analysis Expressions (DAX), Power BI, Snowflake Schema, Data Modeling, SQL, Dashboard, Microsoft Excel, Business Intelligence, Data Import/Export, Dashboard Creation, Business Reporting, Business Intelligence Software, Excel Formulas, Databases, Spreadsheet Software, Performance Reporting, Data Manipulation, Data Transformation, Financial Analysis, Data Visualization

    4.8
    Rating, 4.8 out of 5 stars
    ·
    418 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Project Management Fundamentals

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, Project Management Institute (PMI) Methodology, Project Management, Project Management Office (PMO), Stakeholder Analysis, Project Management Life Cycle, Project Implementation, Project Planning, Process Management, Leadership

    4.6
    Rating, 4.6 out of 5 stars
    ·
    592 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Claude for Professional Productivity and Task Automation

    Skills you'll gain: Prompt Engineering, Anthropic Claude, Claude Code, AI Workflows, Prompt Engineering Tools, Agentic Workflows, AI Orchestration, Model Context Protocol, Presentations, Excel Formulas, Business Process Automation, Microsoft PowerPoint, Spreadsheet Software, Data Presentation, Financial Data, Tool Calling, Productivity Software, Automation, Financial Modeling, Workflow Management

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Essential Google Cloud Infrastructure: Foundation

    Skills you'll gain: Cloud Infrastructure, Infrastructure As A Service (IaaS), Infrastructure Architecture, Cloud Computing Architecture, Google Cloud Platform, Virtual Machines, Cloud Computing, Virtual Networking, Cloud Platforms, Network Planning And Design, Cloud Management, Cloud Storage, Virtualization and Virtual Machines, Network Infrastructure, Network Architecture, Computer Networking, General Networking

    4.7
    Rating, 4.7 out of 5 stars
    ·
    17K reviews

    Intermediate · Course · 1 - 4 Weeks

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

    Coursera

    Facebook Content Creator Pro

    Skills you'll gain: Content Performance Analysis, Video Production, Content Scheduling, Meta Ads Manager, Writing, Social Media Analytics, Canva (Software), Facebook, Content Creation, Storytelling, Data-Driven Marketing, Copywriting, Online Advertising, Videography, Persona Development, Photography, Marketing Analytics, Social Media, Content Strategy, ChatGPT

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Meta

    Programming with JavaScript

    Skills you'll gain: JSON, Web Development Tools, Jest (JavaScript Testing Framework), Javascript, Object Oriented Programming (OOP), Web Development, Software Testing, Data Structures, Programming Principles, Front-End Web Development, Unit Testing, Event-Driven Programming, Code Reusability, Web Applications, Node.JS, Software Engineering, Computational Logic, Debugging

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

    Beginner · Course · 1 - 3 Months

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

  • Virtual Teacher: University of California, Irvine
  • Electronic Health Record/Reimbursement Fundamentals: MedCerts
  • Information Systems Auditing, Controls and Assurance: The Hong Kong University of Science and Technology
  • International Humanitarian Law in Theory and Practice: Universiteit Leiden
  • Capital Budgeting Practices: Pearson
  • Working Capital and Inventory Management: Pearson
  • BI Essentials for Finance Analysts (Power BI Edition): Corporate Finance Institute
  • Project Management Fundamentals: Microsoft
  • Claude for Professional Productivity and Task Automation: Packt
  • Essential Google Cloud Infrastructure: Foundation: Google Cloud

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