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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


  • I

    IESE Business School

    Marketing: Customer Needs and Wants

    Skills you'll gain: Value Propositions, Brand Management, Customer Analysis, Marketing, Branding, Brand Marketing, Marketing Strategies, Target Market, Product Strategy, Strategic Communication, Brand Awareness, Digital Marketing, Communication Strategies, Brand Strategy, Marketing Planning, Marketing Management, Target Audience, Marketing Communications, Marketing Analytics, Digital Marketing Campaigns

    ★ 4.5 (491) · Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • U

    University of Colorado Boulder

    A Blueprint for Success – Your Video Pre-Production

    Skills you'll gain: Video Production, Storyboarding, Storytelling, Photo/Video Production and Technology, Media Production, Post-Production, Video Editing, Visual Storytelling, Cinematography, Oral Expression, Writing, Editing

    ★ 4.6 (83) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • N

    New York Institute of Finance

    Supply Chain Finance and Blockchain Technology

    Skills you'll gain: Working Capital, Supplier Management, Market Share, Supply Chain Management, Supplier Relationship Management, Blockchain, FinTech, Cash Flows, Business Metrics, Accounts Payable, Supplier Risk Management, Cash Management, Procurement, Customer Analysis, Financial Market, Market Opportunities, Market Trend, Prospecting and Qualification, Transaction Processing, Supply Chain Systems

    ★ 4.6 (381) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • S

    SAP

    Implementing an SAP Solution

    Skills you'll gain: Technical Consulting, Technology Solutions, System Implementation, Test Script Development, Test Tools, Test Planning, Solution Delivery, Operational Analysis, Case Studies, SAP Applications, Technology Roadmaps, Project Implementation, Stakeholder Engagement, System Testing, Peer Review, Stakeholder Communications, Stakeholder Management, Project Closure, User Acceptance Testing (UAT), End User Training and Support

    ★ 4.7 (101) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    University of California, Irvine

    Career Success Project

    Skills you'll gain: Business Writing, Report Writing, Negotiation, Project Management, Time Management, Problem Solving, Professional Development, Entrepreneurial Finance, Leadership and Management, Writing, Conflict Management, Business Solutions, Stakeholder Management, Business Communication, Creative Problem-Solving, Finance, Verbal Communication Skills, Business Planning, Critical Thinking and Problem Solving, Entrepreneurship

    ★ 4.7 (340) · Mixed · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • L

    Liberty Mutual Insurance

    Liberty Mutual Insurance Sales Agent

    Skills you'll gain: Insurance, Insurance Policies, Closing (Sales), Insurance Sales, Overcoming Objections, Sales Prospecting, Productivity, Prospecting and Qualification, Verbal Communication Skills, Workers Compensation, Storytelling, Risk Management, Customer Relationship Building, Customer Retention, Communication, Law, Regulation, and Compliance, Sales Presentation, Consultative Selling, Product Knowledge, Cyber Risk

    ★ 4.5 (77) · Beginner · Professional Certificate · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • M

    Microsoft

    Product Launch and Post-Launch Management

    Skills you'll gain: AI Product Strategy, Product Lifecycle Management, Quality Assurance and Control, Product Quality (QA/QC), Quality Assurance, Product Planning, Product Management, Release Management, Sales Strategy, New Product Development, Quality Monitoring, Performance Analysis, Product Development, Technical Product Management, Promotional Strategies, Performance Measurement, Responsible AI, Marketing Planning, Product Improvement, Campaign Planning

    ★ 4.6 (62) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • I

    IESE Business School

    Finanzas para directivos

    Skills you'll gain: Financial Statement Analysis, Financial Data, Financial Acumen, Financial Statements, Management Accounting, Working Capital, Financial Analysis, Balance Sheet, Financial Management, Financial Forecasting, Forecasting, Profit and Loss (P&L) Management, Operational Analysis, Finance, Business Metrics, Business Planning, Equities, Business Strategies, Accounts Receivable, Accounts Payable

    ★ 4.9 (413) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • P

    Packt

    Certified Associate in Project Management (CAPM)

    Skills you'll gain: Stakeholder Management, Project Controls, Project Documentation, Business Analysis Tools, Stakeholder Communications, Project Coordination, Requirements Management, Earned Value Management, Project Performance, Team Oriented, Plan Execution, Risk Management, Acceptance Testing, Product Management, Ethical Standards And Conduct, Leadership Studies, Kanban Principles, Waterfall Methodology, Team Leadership, Communication Planning

    ★ 4.6 (93) · Intermediate · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • T

    The Hong Kong University of Science and Technology

    FinTech Security and Regulation (RegTech)

    Skills you'll gain: Financial Regulation, Financial Regulations, Bank Regulations, FinTech, Financial Services, Financial Industry Regulatory Authorities, Law, Regulation, and Compliance, Regulatory Compliance, Mobile Banking, Regulatory Requirements, Financial Controls, Fraud detection, Loss Prevention, Data Security, Cybersecurity, Human Factors (Security), Insurance, Blockchain, Information Privacy, Security Controls

    ★ 4.7 (334) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • C

    Copenhagen Business School

    Social Entrepreneurship

    Skills you'll gain: Social Impact, Growth Strategies, Marketing Communications, Business Modeling, Business Planning, Sustainable Development, Team Collaboration, Organizational Structure, Entrepreneurship, Market Opportunities, Entrepreneurial Finance, Needs Assessment, Communication Strategies, Marketing and Public Relations, Business Strategies, Community Development, Sustainable Business, Performance Measurement, Fundraising, Organizational Strategy

    ★ 4.6 (425) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • I

    IE Business School

    Comunicaciones integradas de marketing: Publicidad, Relaciones Públicas, Marketing Digital y más

    Skills you'll gain: Marketing Communications, Integrated Marketing Communications, Advertising Campaigns, Advertising, Brand Loyalty, Campaign Planning, Brand Management, Marketing, Branding, Communication Planning, Online Advertising, Brand Strategy, Public Relations, Marketing Planning, Marketing Budgets, Digital Advertising, Social Media Marketing, Digital Marketing, Marketing Management, Communication

    ★ 4.8 (711) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
1…185186187…621

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

  • Marketing: Customer Needs and Wants: IESE Business School
  • A Blueprint for Success – Your Video Pre-Production: University of Colorado Boulder
  • Supply Chain Finance and Blockchain Technology: New York Institute of Finance
  • Implementing an SAP Solution: SAP
  • Career Success Project: University of California, Irvine
  • Liberty Mutual Insurance Sales Agent: Liberty Mutual Insurance
  • Product Launch and Post-Launch Management: Microsoft
  • Finanzas para directivos: IESE Business School
  • Certified Associate in Project Management (CAPM): Packt
  • FinTech Security and Regulation (RegTech): The Hong Kong University of Science and Technology

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