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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


  • S

    Stanford University

    Palliative Care Always Capstone Course

    Skills you'll gain: Psychosocial Assessments, Caregiving, Patient Communication, Patient Education and Support, Patient-centered Care, Compassion, Patient Advocacy, Personal Care, Patient Treatment, Care Management, Telehealth, Family Support, Stress Management, Community Health, Empathy, Communication, Communication Strategies

    ★ 4.6 (35) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • T

    The State University of New York

    Multi-Event Facility Enterprises & Management

    Skills you'll gain: Facility Management, Event Management, Legal Risk, Contract Management, Facility Operations, Events and Conferences, Driving engagement, Data-Driven Decision-Making, Data Management, Relationship Management, Customer Engagement, Drive Engagement, Operations Management, Promotional Strategies, Risk Management, Workforce Development, Analysis, Business Strategy, Insurance Policies, Advertising

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

    Status: Free Trial
    Free Trial
  • I

    Illinois Tech

    Project Management for Information Technology and Management

    Skills you'll gain: Project Scoping, Communication Planning, Scope Management, Quality Management, Resource Planning, Project Risk Management, IT Management, Stakeholder Management, Cost Management, Risk Management, Communication Strategies, Resource Allocation, Project Management, Leadership and Management, Resource Management, Cost Estimation, Stakeholder Engagement, Scheduling, Risk Mitigation, Information Technology

    ★ 4.5 (8) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
    Category: Build toward a degree
    Build toward a degree
  • B

    Board Infinity

    Scalable Agile for Teams & Leaders with Jira Align

    Skills you'll gain: Backlogs, Scaled Agile Framework, Stakeholder Engagement, Jira (Software), Agile Product Development, Stakeholder Management, Release Management, Stakeholder Communications, Real Time Data, Agile Project Management, Product Roadmaps, Program Management, Project Portfolio Management, Agile Methodology, Management Reporting, Business Priorities, Continuous Delivery, Prioritization, Configuration Management, CI/CD

    Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • P

    Packt

    Hands-On Microsoft 365 and SharePoint Training

    Skills you'll gain: Microsoft 365, Microsoft Power Automate/Flow, Microsoft Power Platform, Case Studies, Content Management Systems, Process Design, Data Governance, Data Migration, Business Process Automation, Content Management, Microsoft Teams, Microsoft Office, Trend Analysis, Power Apps Component Framework, Strategic Thinking, AI Integrations, Strategic Planning, System Configuration, Compliance Management, Microsoft Copilot

    Intermediate · Course · 1 - 3 Months

  • M

    Microsoft

    Microsoft Copilot for Security

    Skills you'll gain: Prompt Engineering, Prompt Engineering Tools, Prompt Patterns, Microsoft Copilot, AI Integrations, AI Security, Endpoint Detection and Response, Security Information and Event Management (SIEM), Cyber Threat Hunting, Incident Response, Threat Detection, Generative AI

    ★ 4.8 (13) · Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
  • E

    Edureka

    Building RAG and MCP Servers with Claude

    Skills you'll gain: Retrieval-Augmented Generation, Model Context Protocol, Agentic Workflows, Agentic systems, Generative AI Agents, Anthropic Claude, AI Integrations, Tool Calling, LLM Application, Generative AI, Automation, Scalability, Application Programming Interface (API), Servers, Python Programming

    ★ 3.9 (10) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Crea tu primera página web en HTML

    Skills you'll gain: Hypertext Markup Language (HTML), Web Language, Browser Compatibility, Web Development, HTML and CSS, Cascading Style Sheets (CSS), Web Development Tools, Web Content, Microsoft Visual Studio, Integrated Development Environments

    ★ 4.8 (32) · Beginner · Guided Project · Less Than 2 Hours

  • U

    UBITS

    Servicio al cliente desde el punto de vista logístico

    Skills you'll gain: Logistics Management, Customer Service, Logistics, Inventory Management, Order Delivery, Transportation, Supply Chain, and Logistics, Inventory Control, Inventory Management System, Supply Chain, Supply Chain Systems, Customer experience improvement, Materials Management, Customer experience strategy (CX), Service Level, Supply Chain Planning, Marketing Operations, Service Improvement, Operational Efficiency

    ★ 4.8 (25) · Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • C

    Coursera

    Cybersecurity & Data Privacy for Technical Product Managers

    Skills you'll gain: Agile Product Development, Agile Methodology, Security Management, Cyber Security Assessment, Audit Planning, Cyber Risk, Performance Metric, Business Ethics, Law, Regulation, and Compliance, Risk Management

    Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • L

    LearnKartS

    Facebook Ads Course : Grow Leads & Boost Sales

    Skills you'll gain: Meta Ads Manager, Facebook, Bidding, Marketing, Online Advertising, Social Media Campaigns, Advertising Campaigns, Marketing Materials, Campaign Planning, Digital Advertising, Social Media Content, Campaign Management, Social Media, Social Media Marketing, Paid media, Marketing Strategies, Advertising, Target Audience, Lead Generation, A/B Testing

    Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • B

    Board Infinity

    Fundamentals of Cloud FinOps

    Skills you'll gain: Cloud Management, Cloud Computing, Cloud Services, Cloud Technologies, Cloud Platforms, Cost Management, Cost Containment, Cloud Engineering, Cloud Deployment, Cost Control, Cross-Functional Collaboration, Expense Management, Billing Systems, Fiscal Management, Billing, Accountability

    ★ 3.3 (18) · Intermediate · 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

  • Palliative Care Always Capstone Course: Stanford University
  • Multi-Event Facility Enterprises & Management: The State University of New York
  • Project Management for Information Technology and Management: Illinois Tech
  • Scalable Agile for Teams & Leaders with Jira Align: Board Infinity
  • Hands-On Microsoft 365 and SharePoint Training: Packt
  • Microsoft Copilot for Security: Microsoft
  • Building RAG and MCP Servers with Claude: Edureka
  • Crea tu primera página web en HTML: Coursera
  • Servicio al cliente desde el punto de vista logístico: UBITS
  • Cybersecurity & Data Privacy for Technical Product Managers: Coursera

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