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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


  • U

    University of Pennsylvania

    The Materiality of ESG Factors

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Risk Management Framework, Risk Analysis, Risk Management, Case Studies, Stakeholder Engagement, Business Risk Management, Stakeholder Management, Governance Risk Management and Compliance, Workplace inclusivity, Corporate Sustainability, Diversity Equity and Inclusion Initiatives, Governance, Climate Change Programs, Investment Management, Sustainable Business, Waste Minimization, Portfolio Risk, Equities, Finance

    ★ 4.7 (1.4K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • S

    SkillsBooster Academy

    AI Agents for Business Automation

    Skills you'll gain: Email Automation, Business Process Automation, Generative AI Agents, Business Workflow Analysis, Automation, Workflow Management, Agentic systems, Expense Reports, ChatGPT, Client Support, LLM Application, Project Coordination, Coordinating, Artificial Intelligence, Enterprise Architecture, Artificial Intelligence and Machine Learning (AI/ML), Generative AI, Expense Management, Prompt Engineering, Business

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Category: 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 (4.1K) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • T

    The University of Edinburgh

    EDIVET: Do you have what it takes to be a veterinarian?

    Skills you'll gain: Anatomy, Respiratory Care, Pathology, Vital Signs, Cardiology, Basic Patient Care, Physiology, Patient Observation, Health Care, Clinical Assessment, Cell Biology, Patient Communication

    ★ 4.8 (2.6K) · Mixed · Course · 1 - 3 Months

  • U

    University of Maryland, College Park

    Product Ideation, Design, and Management

    Skills you'll gain: Product Management, Product Development, Financial Statements, Product Design, Financial Statement Analysis, Prototyping, Competitive Analysis, Agile Product Development, Financial Modeling, Value Propositions, Financial Reporting, Proposal Development, Proposal Writing, Team Performance Management, Innovation, Financial Accounting, Corporate Finance, Target Market, Ideation, Entrepreneurship

    ★ 4.5 (731) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • P

    Pearson

    Finances

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Operating Budget, Accounting, Budgeting, Financial Accounting, Fiscal Management, Balance Sheet, Banking Services, Business Ethics, Standard Accounting Practices, General Accounting, Banking, Corporate Accounting, Cash Flows, Financial Systems, Public Accounting, Ethical Standards And Conduct, Commercial Banking

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
  • 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 (418) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Product Marketing Manager with AI Professional Certificate

    Skills you'll gain: Data Storytelling, Product Marketing, Conversion Funnel Analysis, Marketing Planning, Google Analytics, Marketing Budgets, Data Presentation, Marketing Analytics, Campaign Management, Data-Driven Marketing, Customer Analysis, Market Research, Value Propositions, Marketing Communications, Competitive Intelligence, Digital Marketing Campaigns, Prompt Engineering, Go To Market Strategy, Marketing Strategies, Performance Management

    Beginner · Professional Certificate · 3 - 6 Months

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

    IBM

    Introduction to Project Management

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, IT Management, Project Management, Information Technology, Project Risk Management, Agile Project Management, Agile Methodology, Project Planning, Relationship Building

    ★ 4.8 (2.4K) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • 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

    Category: New
    New
  • U

    University of Minnesota

    A Guide to Garden Plants

    Skills you'll gain: Adaptability, Planning, Plant Operations and Management, Land Management, Environment and Resource Management, Decision Making, Life Sciences, Productivity

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • U

    University of Michigan

    Interactivity with JavaScript

    Skills you'll gain: Web Development Tools, Javascript, Debugging, Web Content Accessibility Guidelines, Hypertext Markup Language (HTML), Web Design, Interactive Design, Event-Driven Programming, Web Design and Development, HTML and CSS, Web Development, Cascading Style Sheets (CSS), Data Structures

    ★ 4.7 (7.4K) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
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In summary, here are 10 of our most popular financial planning courses

  • The Materiality of ESG Factors: University of Pennsylvania
  • AI Agents for Business Automation: SkillsBooster Academy
  • Information Systems Auditing, Controls and Assurance: The Hong Kong University of Science and Technology
  • EDIVET: Do you have what it takes to be a veterinarian?: The University of Edinburgh
  • Product Ideation, Design, and Management: University of Maryland, College Park
  • Finances: Pearson
  • BI Essentials for Finance Analysts (Power BI Edition): Corporate Finance Institute
  • Product Marketing Manager with AI Professional Certificate: Coursera
  • Introduction to Project Management: IBM
  • Working Capital and Inventory Management: Pearson

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