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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


  • Status: New
    New
    Status: Free Trial
    Free Trial
    H

    Harvard Business Review

    Boost Your Business Skills

    Skills you'll gain: Business Planning, Operating Budget, Budget Management, Business Strategy, Resource Allocation, Budgeting, Project Planning, Organizational Strategy, Marketing Strategies, Capital Budgeting, Variance Analysis, Competitive Analysis, Financial Planning, Goal Setting, Finance, Market Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Columbia University

    Economics of Money and Banking

    Skills you'll gain: International Finance, Derivatives, Financial Systems, Balance Sheet, Financial Market, Payment Systems, Banking, Capital Markets, Economics, Market Liquidity, Financial Regulation, Finance, Market Dynamics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.7K reviews

    Mixed · Course · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Analyze Capital, Basel, Stress Testing, and Resilience

    Skills you'll gain: Risk Management Framework, Financial Analysis, Financial Regulation, Business Continuity, Financial Systems, Data Management, Financial Controls, Capital Markets

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Generative AI for Program Managers

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Responsible AI, Program Management, Risk Management, Stakeholder Engagement, AI Enablement, Project Management Institute (PMI) Methodology, Stakeholder Analysis, Strategic Decision-Making, Business Risk Management, Real Time Data, Artificial Intelligence and Machine Learning (AI/ML), AI Workflows, AI Personalization, Governance, Automation, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    11K reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Agile Project Management

    Skills you'll gain: Agile Project Management, Backlogs, Agile Methodology, User Story, Sprint Planning, Agile Product Development, Product Roadmaps, Sprint Retrospectives, Kanban Principles, Coaching, Team Management, Organizational Change, Prioritization, Problem Solving, Influencing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    Generative AI for Human Resources (HR) Professionals

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Responsible AI, HR Tech, Human Resources Management and Planning, Human Resources, Workforce Planning, Human Resource Strategy, LLM Application, AI Enablement, Real Time Data, Artificial Intelligence and Machine Learning (AI/ML), Artificial Intelligence, AI Workflows, AI Personalization, Employee Engagement, Recruitment, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    11K reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM IT Project Manager

    Skills you'll gain: User Story, Software Development Life Cycle, Stakeholder Engagement, Software Architecture, Project Management Life Cycle, Resource Management, Peer Review, Agile Software Development, Scrum (Software Development), Earned Value Management, Stakeholder Management, Agile Methodology, Project Risk Management, Project Management, Information Technology, Risk Management, Interviewing Skills, Agile Project Management, Leadership, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    11K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Analyze Financials: Balance, Budget, and Beyond

    Skills you'll gain: Variance Analysis, Financial Analysis, Financial Data, Financial Acumen, Analysis, Auditing, Financial Statements, Reconciliation, Business Communication, Business Analysis, Accounting, Financial Auditing, Accounting Records, Budgeting, Verification And Validation, Investigation, Business Strategy

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidad Austral

    Fundamentos de Excel para Negocios

    Skills you'll gain: Microsoft Excel, Spreadsheet Software, Excel Formulas, Data Analysis, Data Visualization, Data Entry, Productivity Software, Presentations, Data Management, Financial Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    5.5K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Analyze Investment Banking Operations & Markets

    Skills you'll gain: Risk Analysis, Investment Management, Banking, Financial Trading, Financial Regulation, Capital Markets, Securities (Finance), Bank Regulations, Operational Analysis, Securities Trading, Market Analysis, Credit Risk, Market Dynamics, Market Data, Corporate Finance, Regulatory Compliance, Reconciliation

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Introduction to HTML5

    Skills you'll gain: Hypertext Markup Language (HTML), Web Design, Web Content Accessibility Guidelines, Web Design and Development, Usability, Web Content, Web Development, Web Servers, Semantic Web, Development Environment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    28K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica de Chile

    Gestión Empresarial Exitosa para Pymes

    Skills you'll gain: People Management, Entrepreneurship, Accounting, Financial Management, Business Management, Team Management, Marketing, Customer experience strategy (CX), Finance, Financial Analysis, Business Planning, Innovation, Persona (User Experience), Recruitment

    4.8
    Rating, 4.8 out of 5 stars
    ·
    5.4K reviews

    Mixed · Course · 1 - 3 Months

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

  • Boost Your Business Skills : Harvard Business Review
  • Economics of Money and Banking: Columbia University
  • Analyze Capital, Basel, Stress Testing, and Resilience: EDUCBA
  • Generative AI for Program Managers: IBM
  • Agile Project Management: Google
  • Generative AI for Human Resources (HR) Professionals: IBM
  • IBM IT Project Manager: IBM
  • Analyze Financials: Balance, Budget, and Beyond: Coursera
  • Fundamentos de Excel para Negocios: Universidad Austral
  • Analyze Investment Banking Operations & Markets: EDUCBA

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