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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.

Popular Financial Planning Courses and Certifications


  • Status: New
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    A

    AI CERTs

    AI for Project Managers and Scrum Masters

    Skills you'll gain: Responsible AI, Agile Project Management, Sprint Planning, Jira (Software), Agile Product Development, Agile Methodology, AI Enablement, Scrum (Software Development), Project Management Software, AI Workflows, AI Orchestration, Project Management, Artificial Intelligence, Project Risk Management, Artificial Intelligence and Machine Learning (AI/ML), Project Management Life Cycle, Project Planning, Project Scoping, Generative AI Agents, Generative AI

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Fundamentals of entrepreneurship in the family business

    Skills you'll gain: Value Propositions, Entrepreneurship, Product Development, Ideation, Business Modeling, Sales Presentations, Market Opportunities, Innovation, New Business Development, Business Planning, Presentations, Business Strategies, Entrepreneurial Finance, Market Trend, Market Research, Trend Analysis

    Advanced · Course · 1 - 3 Months

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    L

    Logical Operations

    Microsoft Project 2019–2024/365: Part 2

    Skills you'll gain: Microsoft Project, Management Reporting, Project Management Software, Calendar Management, Performance Reporting, Timelines, Project Schedules, Microsoft 365, Project Controls, Project Implementation, Business Reporting, Project Management, Project Management Life Cycle, Project Coordination, Project Scoping, Project Design, Project Planning, Project Estimation, Productivity Software, User Interface (UI)

    Mixed · Course · 1 - 3 Months

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    Macquarie University

    Навыки Excel для бизнеса. Продвинутый

    Skills you'll gain: Dashboard, Data Cleansing, Excel Formulas, Data Visualization, Microsoft Excel, Spreadsheet Software, Data Storytelling, Data Integrity, Technical Documentation, Business Intelligence, Depreciation, Finance, Loans, Financial Analysis, Automation

    3.7
    Rating, 3.7 out of 5 stars
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    6 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Packt

    ASP.NET Core MVC [.NET 8] - The Complete Guide

    Skills you'll gain: ASP.NET, Model View Controller, .NET Framework, Order Management, Object-Relational Mapping, Application Deployment, User Accounts, Order Management Systems, Database Management, Data Access, User Interface (UI) Design, Full-Stack Web Development, Cloud Deployment, Web Development, Authentications, Web Applications, User Interface and User Experience (UI/UX) Design, Cloud Applications, UI Components, User Interface (UI)

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    E

    EDUCBA

    Analyze & Apply Treasury and Forex Strategies

    Skills you'll gain: International Finance, Cost Benefit Analysis, Expense Management, Financial Analysis, Variance Analysis, Financial Trading, Excel Formulas, Cost Containment, Budgeting, Microsoft Excel, Financial Market, Strategic Decision-Making, Business, Decision Making, Transaction Processing

    4.9
    Rating, 4.9 out of 5 stars
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    45 reviews

    Mixed · Course · 1 - 3 Months

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    Banco Interamericano de Desarrollo

    Gestion de projets de développement

    Skills you'll gain: Cost Management, Project Risk Management, Earned Value Management, Project Performance, Timelines, Risk Management, Project Scoping, Project Schedules, Budget Management, Risk Analysis, Risk Mitigation, Work Breakdown Structure, Project Controls, Purchasing, Communication Planning, Economic Development, Procurement, Scheduling, Investment Management, Management Training And Development

    Beginner · Course · 1 - 3 Months

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    U

    Università Bocconi

    Financing the development and evolution of infrastructure

    Skills you'll gain: Project Finance, Environmental Social And Corporate Governance (ESG), Project Risk Management, Investments, Contract Management, Risk Mitigation, Risk Analysis, Finance, Investment Management, Economic Development, Corporate Finance, Risk Management, Sustainable Development, Sustainable Systems, Climate Change Mitigation, Emerging Technologies

    4.6
    Rating, 4.6 out of 5 stars
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    9 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    AI-Augmented Decision-Making for Business Leaders

    Skills you'll gain: Business Leadership, Strategic Leadership, Data Ethics, Strategic Decision-Making, Responsible AI, Decision Intelligence, Business Strategy, Leadership, Risk Analysis, Artificial Intelligence, Business Risk Management, Risk Mitigation, Culture Transformation, AI Integrations, Stakeholder Communications, Accountability, Communication

    4.8
    Rating, 4.8 out of 5 stars
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    16 reviews

    Beginner · Course · 1 - 4 Weeks

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    LearnKartS

    Advanced Java

    Skills you'll gain: Spring Framework, Java, Spring Boot, Java Programming, Hibernate (Java), Web Development, Web Servers, Web Components, Servers, Application Deployment, Databases

    3.8
    Rating, 3.8 out of 5 stars
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    13 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free
    Free
    C

    Coursera

    Test Accessibility of Your Design with WAVE

    Skills you'll gain: Web Content Accessibility Guidelines, Usability, Web Design, Information Architecture, Web Development Tools, Test Tools, Web Development, Customer Service

    4.4
    Rating, 4.4 out of 5 stars
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    32 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentos de la Administración con Goldman Sachs 10,000 Women

    Skills you'll gain: Human Resources Management and Planning, Employee Performance Management, Workforce Development, Management Training And Development, Employee Training, Performance Management, Human Resource Strategy, Staff Management, Human Resources, Delegation Skills, People Development, Performance Review, Subcontracting, Talent Management, Employee Coaching, Culture Transformation, Business Management, Organizational Leadership, Recruitment, Organizational Structure

    5
    Rating, 5 out of 5 stars
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    43 reviews

    Mixed · Course · 1 - 4 Weeks

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

  • AI for Project Managers and Scrum Masters: AI CERTs
  • Fundamentals of entrepreneurship in the family business: Tecnológico de Monterrey
  • Microsoft Project 2019–2024/365: Part 2: Logical Operations
  • Навыки Excel для бизнеса. Продвинутый: Macquarie University
  • ASP.NET Core MVC [.NET 8] - The Complete Guide: Packt
  • Analyze & Apply Treasury and Forex Strategies: EDUCBA
  • Gestion de projets de développement: Banco Interamericano de Desarrollo
  • Financing the development and evolution of infrastructure: Università Bocconi
  • AI-Augmented Decision-Making for Business Leaders: Coursera
  • Advanced Java: LearnKartS

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