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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
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Retail Management and Supply Chain Fundamentals

    Skills you'll gain: Inventory and Warehousing, Warehousing, Retail Management, Warehouse Operations, Warehouse Management, Inventory Management, Retail Store Operations, Merchandising, Supply Chain, Transportation, Supply Chain, and Logistics, Logistics, Retail Sales, Operations Management, Supply Chain Planning, Customer Service, Sales, Planning, Analytics, Decision Making, Design

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Managerial Accounting: Cost Behaviors, Systems, and Analysis

    Skills you'll gain: Management Accounting, Cost Accounting, Accounting Systems, Supply Chain, Financial Accounting, Process Improvement, Analysis, Decision Making

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.4K reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Pearson

    Business Information Systems Fundamentals

    Skills you'll gain: Information Systems Security, Business Process Modeling, Security Management, Systems Development Life Cycle, Systems Development, Information Systems, Cyber Attacks, Cybersecurity, Management Information Systems, Business Process Management, Enterprise Resource Planning, IT Management, Requirements Analysis, Incident Response, Business Process, Computer Security Incident Management, Database Management Systems, Business Intelligence, Cloud Computing, Data Management

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    Journey Design and Orchestration

    Skills you'll gain: Campaign Management, Personalized Campaigns, Cross-Channel Marketing, Campaign Planning, Email Marketing, Digital Marketing Campaigns, Content Performance Analysis, AI Personalization, Journey Mapping, Social Media Campaigns, Data-Driven Marketing, Advertising Mail, Customer Engagement, Communication Planning, Performance Analysis, Customer Insights, Driving engagement, Marketing Budgets, Marketing Analytics, Power BI

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Google Marketing Digital e E-Commerce

    Skills you'll gain: Email Marketing, Paid media, Target Audience, Data Storytelling, Social Media Marketing, Social Media Strategy, Content Creation, Target Market, Search Engine Optimization, Social Media, Marketing Budgets, Order Fulfillment, Media Planning, Search Engine Marketing, Customer Retention, Customer Relationship Management, Online Advertising, Digital Media Strategy, Email Automation, Marketing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    4.7K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Mortgage Loans and Lending Fundamentals

    Skills you'll gain: Mortgage Loans, Loan Origination, Loans, Consumer Lending, Lending and Underwriting, General Lending, Risking, Loan Documentation, Commercial Lending, Banking Services, Banking, Underwriting, Credit Risk, Stakeholder Engagement, Financial Services, Stakeholder Management, Stakeholder Analysis, Finance, Decision Making, Strategic Decision-Making

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Fundamentos Empresariales

    Skills you'll gain: Operations Management, Balance Sheet, Process Analysis, Operations, Business Operations, Operational Efficiency, Financial Statement Analysis, Process Improvement, Financial Statements, Customer Analysis, Financial Accounting, Capital Budgeting, Branding, Financial Modeling, Financial Analysis, Brand Strategy, Marketing, Analysis, Case Studies, Business Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    447 reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Illinois Urbana-Champaign

    Introduction to Sustainability

    Skills you'll gain: Environmental Policy, Sustainable Development, Environment, Water Resources, Environmental Issue, Demography, Energy and Utilities, Environmental Science, Environment and Resource Management, Sustainability Standards, Water Resource Management, Policy Analysis, Natural Resource Management, Social Sciences, Human Development, Climate Change Adaptation, Climate Change Mitigation, Economics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.7K reviews

    Mixed · Course · 1 - 3 Months

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

    Coursera

    Digital Tools & Data Management

    Skills you'll gain: Prompt Engineering, Responsible AI, Excel Formulas, Prompt Patterns, Tax Compliance, Prompt Engineering Tools, Spreadsheet Software, Microsoft Excel, Tax Preparation, AI literacy, Tax Returns, Audit Working Papers, Variance Analysis, Financial Data, Tax Laws, Corporate Tax, ChatGPT, Generative AI, Ethical Standards And Conduct, Research

    Beginner · Course · 1 - 3 Months

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

    Coursera

    Create a Project Management Tracker using Microsoft Excel

    Skills you'll gain: Microsoft Excel, Project Management Software, Collaborative Software, Spreadsheet Software, Project Coordination, Project Management, Productivity Software, Microsoft Office, Project Planning, Data Validation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    921 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Sage Publications

    Foundations and Strategic HR Management

    Skills you'll gain: Human Resource Management, Human Resources, Human Resources Management and Planning, Human Resource Strategy, Human Resource Policies, Human Relations Movement, Labor Relations, Employee Relations, Labor Law, Staff Management, Workforce Management, Workforce Planning, Talent Management, Law, Regulation, and Compliance, Organizational Structure, Strategic Leadership, Employee Engagement

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    I

    IBM

    FP&A with AI: Capstone Project

    Skills you'll gain: Variance Analysis, Gap Analysis, Financial Modeling, Performance Analysis, Key Performance Indicators (KPIs), Forecasting, Financial Forecasting, Business Metrics, Performance Measurement, Financial Data, Operational Analysis, Business Modeling, Financial Analysis, Business Analysis, Data Storytelling, Finance, Financial Acumen, Management Reporting, Financial Management, Risk Analysis

    Beginner · Course · 1 - 4 Weeks

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

  • Retail Management and Supply Chain Fundamentals: EDUCBA
  • Managerial Accounting: Cost Behaviors, Systems, and Analysis: University of Illinois Urbana-Champaign
  • Business Information Systems Fundamentals: Pearson
  • Journey Design and Orchestration: Microsoft
  • Google Marketing Digital e E-Commerce: Google
  • Mortgage Loans and Lending Fundamentals: EDUCBA
  • Fundamentos Empresariales: University of Pennsylvania
  • Introduction to Sustainability: University of Illinois Urbana-Champaign
  • Digital Tools & Data Management: Coursera
  • Create a Project Management Tracker using Microsoft Excel: Coursera

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