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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


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    U

    University of London

    The Manager's Toolkit: A Practical Guide to Managing People at Work

    Skills you'll gain: People Management, Conflict Management, Human Resources Management and Planning, Staff Management, Smart Goals, Employee Performance Management, Leadership and Management, Performance Management, People Development, Performance Appraisal, Performance Review, Industrial and Organizational Psychology, Organizational Leadership, Leadership, Decision Making, Strategic Decision-Making, Compensation Management, Recruitment, Compensation and Benefits, Talent Recruitment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.3K reviews

    Mixed · Course · 1 - 3 Months

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    C

    Chris Croft Training

    Project Management for Non Project Managers - PMP/PMI

    Skills you'll gain: Project Schedules, Project Management, Project Management Institute (PMI) Methodology, Project Risk Management, Project Coordination, Project Management Life Cycle, Project Design, Milestones (Project Management), Agile Project Management, Project Controls, Project Scoping, Project Management Software, Project Planning, Stakeholder Communications, Project Implementation, Project Estimation, Project Performance, Project Documentation, Project Finance, Negotiation

    Mixed · Course · 1 - 4 Weeks

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    P

    Pearson

    Stocks, Bonds, and the Cost of Capital

    Skills you'll gain: Business Valuation, Securities (Finance), Equities, Corporate Finance, Finance, Financial Modeling, Capital Markets, Investments, Return On Investment, Cost Estimation, Corporate Tax, Cash Flows, Tax

    Beginner · Course · 1 - 4 Weeks

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    C

    Coursera

    Digital Tools & Data Management

    Skills you'll gain: Prompt Engineering, Responsible AI, Excel Formulas, Prompt Patterns, Tax Compliance, Prompt Engineering Tools, Spreadsheet Software, Microsoft Excel, Tax Preparation, AI literacy, Tax Returns, Audit Working Papers, Variance Analysis, Financial Data, Tax Laws, Corporate Tax, ChatGPT, Generative AI, Ethical Standards And Conduct, Research

    Beginner · Course · 1 - 3 Months

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    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
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    2.1K reviews

    Mixed · Course · 1 - 3 Months

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    S

    Stanford University

    Social and Economic Networks: Models and Analysis

    Skills you'll gain: Social Network Analysis, Network Analysis, Social Sciences, Sociology, Socioeconomics, Game Theory, Behavioral Economics, Mathematical Modeling, Statistical Modeling, Bayesian Statistics, Probability

    4.8
    Rating, 4.8 out of 5 stars
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    760 reviews

    Advanced · Course · 1 - 3 Months

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    Pontificia Universidad Católica de Chile

    Análisis Financiero

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Financial Reporting, Capital Budgeting, Project Finance, Accruals, Cash Flows, Return On Investment, Financial Modeling, Investment Management, Capital Markets, Equities, Corporate Tax, Finance, Investments, Corporate Finance

    4.9
    Rating, 4.9 out of 5 stars
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    808 reviews

    Intermediate · Specialization · 3 - 6 Months

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    EDUCBA

    Anti Money Laundering (AML) Fundamentals

    Skills you'll gain: Bank Regulations, Banking, Banking Services, Risk Analysis, Financial Regulations, Customer Analysis, Business Risk Management, Regulatory Requirements, Mobile Banking, Regulatory Compliance, Commercial Banking, Fraud detection, Retail Banking, Financial Industry Regulatory Authorities, Compliance Management, Financial Systems, Customer Insights, Governance Risk Management and Compliance, Environment, Global Positioning Systems

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    C

    Copenhagen Business School

    Strategic Management and Innovation

    Skills you'll gain: Business Strategy, Business Planning, Case Studies, Strategic Decision-Making, Strategic Thinking, Plan Execution, Goal Setting, Resource Management, Corporate Strategy, Organizational Strategy, Peer Review, Competitive Analysis, Strategic Planning, Innovation, Organizational Structure, Smart Goals, Project Implementation, Decision Making, Risk Mitigation, Business Strategies

    4.7
    Rating, 4.7 out of 5 stars
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    5.3K reviews

    Beginner · Specialization · 3 - 6 Months

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    U

    University of California, Santa Barbara

    Managing the Talent Lifecycle

    Skills you'll gain: Talent Acquisition, Talent Recruitment, Workforce Planning, Recruitment, Employee Onboarding, New Hire Orientations, Recruitment Strategies, Employee Retention, Talent Sourcing, Talent Pipelining, Full Cycle Recruitment, Diversity Equity and Inclusion Initiatives, Workplace inclusivity, Human Resources Management and Planning, Human Resources, Employee Engagement, Diversity and Inclusion, Human Resource Strategy, Strategic Sourcing, Talent Management

    Beginner · Specialization · 1 - 3 Months

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    Pearson

    The Money Economy

    Skills you'll gain: Banking Services, Financial Systems, Supply And Demand, Banking, Financial Policy, Loans, Market Liquidity, Deposit Accounts, Finance, Economics, Market Dynamics, General Lending, Economics, Policy, and Social Studies, Consumer Behaviour

    Beginner · Course · 1 - 4 Weeks

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    E

    EDUCBA

    Project Schedule and Cost Management

    Skills you'll gain: Project Schedules, Earned Value Management, Project Estimation, Cost Estimation, Cost Management, Microsoft Project, Resource Allocation, Project Controls, Work Breakdown Structure, Workflow Management, Scheduling, Planning, Project Planning, Budget Management, Project Management, Cost Control, Budgeting, Resource Management, Project Performance, Performance Metric

    Beginner · Specialization · 3 - 6 Months

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

  • The Manager's Toolkit: A Practical Guide to Managing People at Work: University of London
  • Project Management for Non Project Managers - PMP/PMI: Chris Croft Training
  • Stocks, Bonds, and the Cost of Capital: Pearson
  • Digital Tools & Data Management: Coursera
  • Réussir le Changement: ESSEC Business School
  • Social and Economic Networks: Models and Analysis: Stanford University
  • Análisis Financiero: Pontificia Universidad Católica de Chile
  • Anti Money Laundering (AML) Fundamentals: EDUCBA
  • Strategic Management and Innovation: Copenhagen Business School
  • Managing the Talent Lifecycle: University of California, Santa Barbara

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