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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
    P

    Packt

    Mastering ISO 27001 Controls: Implementation and Auditing

    Skills you'll gain: ISO/IEC 27001, Auditing, Audit Planning, Security Controls, Cyber Security Policies, Security Management, Information Systems Security, Information Assurance, Risk Management, Risk Management Framework, Security Strategy, Security Requirements Analysis, Security Awareness, Record Keeping, Information Technology

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Global Trends for Business and Society

    Skills you'll gain: Demography, Market Trend, Trend Analysis, International Relations, Socioeconomics, Global Marketing, Social Sciences, Systems Thinking, Cultural Diversity, Political Sciences, Financial Systems, Economics, Business Economics, Governance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    922 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Technical University of Munich (TUM)

    Cost Accounting

    Skills you'll gain: Cost Accounting, Management Accounting, Income Statement, Operating Cost, Cost Management, Inventory Accounting, Profit and Loss (P&L) Management, Gross Profit, Strategic Decision-Making, Accounting, Product Planning, Resource Allocation, Product Assortment, Depreciation, Financial Accounting, Production Process, Financial Statements, Price Negotiation, Capacity Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    324 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Caltech

    Pricing Options with Mathematical Models

    Skills you'll gain: Derivatives, Financial Market, Securities (Finance), Finance, Risk Modeling, Mathematical Modeling, Financial Modeling, Risk Management, Portfolio Management, Probability, Advanced Mathematics, Differential Equations, Applied Mathematics, Calculus

    4.7
    Rating, 4.7 out of 5 stars
    ·
    38 reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Coursera

    Analyze Apple's Stock and Financials with Bloomberg Terminal

    Skills you'll gain: Market Data, Financial Statement Analysis, Financial Data, Equities, Financial Analysis, Data Analysis, Accounting and Finance Software, Financial Modeling, Technical Analysis, Business Analysis, Real Time Data

    4.2
    Rating, 4.2 out of 5 stars
    ·
    39 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Análisis de Negocios con Estados Financieros

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Cash Flows, Cash Management, Working Capital, Accrual Accounting, Asset Management, Operating Expense, Resource Management, Equities, Market Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    141 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    PwC

    Problem Solving with Excel

    Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Spreadsheet Software, Data Validation, Data Analysis Software, Data Analysis, Statistical Analysis, Financial Analysis, Data Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    5.5K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    L

    LearnQuest

    Strategic Foundations for CRO Leadership

    Skills you'll gain: Sales Pipelines, Sales Process, Sales Management, Regional Sales, Sales Territory Management, Sales Strategy, Sales Training, Talent Management, Revenue Management, Cross-Functional Team Leadership, Employee Coaching, Customer Relationship Management (CRM) Software, Data-Driven Decision-Making, Target Market, Market Opportunities, Marketing Analytics, Recruitment, Key Performance Indicators (KPIs)

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Career Discovery

    Skills you'll gain: Professional Networking, LinkedIn, Mentorship, Professional Development, Interviewing Skills, Relationship Building, Social Media Strategy, Planning, Strategic Communication, Communication, Social Skills, Adaptability, Collaboration, Business Research, Negotiation, Leadership, Writing, Goal Setting, Personal Development, Market Research

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Project Management Fundamentals

    Skills you'll gain: Stakeholder Management, Project Management Institute (PMI) Methodology, Project Management, Project Management Office (PMO), Stakeholder Analysis, Project Management Life Cycle, Project Closure, Project Implementation, Project Planning, Organizational Structure

    4.6
    Rating, 4.6 out of 5 stars
    ·
    522 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Organisational design: Know your organisation

    Skills you'll gain: Human Resource Strategy, Organizational Strategy, Organizational Structure, Organizational Effectiveness, Workforce Planning, Organizational Change, Risk Management, Business Strategy, Key Performance Indicators (KPIs), Report Writing

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    D

    Duke University

    Oil & Gas Industry Operations and Markets

    Skills you'll gain: Oil and Gas, Market Dynamics, Energy and Utilities, Transportation Operations, Operations, Production Process, Market Trend, Cost Estimation, Market Analysis, Natural Resource Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6.5K reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Mastering ISO 27001 Controls: Implementation and Auditing: Packt
  • Global Trends for Business and Society: University of Pennsylvania
  • Cost Accounting: Technical University of Munich (TUM)
  • Pricing Options with Mathematical Models: Caltech
  • Analyze Apple's Stock and Financials with Bloomberg Terminal: Coursera
  • Análisis de Negocios con Estados Financieros: Pontificia Universidad Católica de Chile
  • Problem Solving with Excel : PwC
  • Strategic Foundations for CRO Leadership: LearnQuest
  • Career Discovery: Kennesaw State University
  • Project Management Fundamentals: Microsoft

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