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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • M

    Microsoft

    PMP Formulas

    Skills you'll gain: Earned Value Management, Project Schedules, Procurement, Financial Analysis, Project Performance, Cost Management, Project Estimation, Microsoft Excel, Investment Management, Return On Investment, Variance Analysis, Forecasting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 4 Weeks

  • M

    Microsoft

    Project Delivery in Business Analysis and Capstone Project

    Skills you'll gain: Software Development Life Cycle, Quality Management, Scrum (Software Development), Business Analysis, Requirements Management, Risk Management, Project Management, Project Risk Management, Business Process Improvement, Project Planning, Agile Methodology, User Acceptance Testing (UAT)

    4.8
    Rating, 4.8 out of 5 stars
    ·
    98 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Michigan

    Innovations in Investment Technology: Artificial Intelligence

    Skills you'll gain: Investment Management, Wealth Management, Asset Management, Investments, FinTech, Financial Trading, Portfolio Management, Artificial Intelligence, Big Data, Financial Market, Artificial Neural Networks, Automation, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    420 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of California, Irvine

    اعمل بذكاء أكبر لا بجهد أكثر: إدارة الوقت الشخصي والمهني

    Skills you'll gain: Time Management, Planning, Delegation Skills, Resource Management, Expectation Management, Organizational Skills, Productivity, Personal Development, Prioritization, Overcoming Obstacles, Goal Setting, Decision Making, Sales

    4.8
    Rating, 4.8 out of 5 stars
    ·
    842 reviews

    Mixed · Course · 1 - 4 Weeks

  • L

    LearnKartS

    Risk Management Professional Certification Prep

    Skills you'll gain: Risk Management, Risk Analysis, Agile Project Management, Project Risk Management, Agile Methodology, Root Cause Analysis, Risk Mitigation, Contingency Planning, Risk Management Framework, Continuous Monitoring, Risk Appetite, Performance Analysis, Business Risk Management, Communication Planning, Stakeholder Management, Operational Risk, Risk Control, Project Management, Threat Management, Project Management Institute (PMI) Methodology

    4.8
    Rating, 4.8 out of 5 stars
    ·
    120 reviews

    Intermediate · Specialization · 1 - 3 Months

  • M

    Microsoft

    Process Groups and Processes in Project Management

    Skills you'll gain: Stakeholder Engagement, Project Closure, Stakeholder Management, Risk Analysis, Stakeholder Communications, Project Risk Management, Project Planning, Stakeholder Analysis, Project Performance, Scheduling, Project Management Institute (PMI) Methodology, Risk Mitigation, Project Management, Project Coordination, Project Management Life Cycle, Communication Planning, Performance Metric, Team Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    52 reviews

    Beginner · Course · 1 - 4 Weeks

  • T

    The University of Edinburgh

    Sit Less, Get Active

    Skills you'll gain: Goal Setting, Smart Goals, Patient Education And Counseling, Community Health, Health Education, Health Promotion, Preventative Care, Exercise Science, Self-Motivation, Behavioral Health, Activities of Daily Living (ADLs), Occupational Health, Chronic Diseases

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Colorado Boulder

    Neuroscience of Leadership: Leading with Your Brain

    Skills you'll gain: Organizational Leadership, Team Motivation, Diversity and Inclusion, Team Leadership, Organizational Change, Creativity, Personal Development, Leadership, Resilience, Employee Engagement, Strategic Leadership, Team Performance Management, Business Transformation, Decision Making, Self-Awareness, Coaching, Innovation, Change Management, Psychology, Storytelling

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    163 reviews

    Beginner · Specialization · 3 - 6 Months

  • T

    Tecnológico de Monterrey

    Modelos de diseño instruccional para ambientes digitales

    Skills you'll gain: Digital pedagogy, Education Software and Technology, Instructional Design, Planning, Design Strategies, Solution Design, Quality Assurance, Virtual Environment, Innovation, Emerging Technologies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    439 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Colorado System

    Palliative Care: It's Not Just Hospice Anymore

    Skills you'll gain: Pain Management, Hospice, Patient-centered Care, Patient Communication, Patient Education And Counseling, Care Management, Patient Evaluation, Patient Advocacy, Active Listening, Compassion, Treatment Planning, Healthcare Ethics, Respiratory Care, Empathy, Self-Awareness, Health Assessment, Psychiatric Assessments, Clinical Assessment, Care Coordination, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    504 reviews

    Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    Accounts Payable & Receivable Operations

    Skills you'll gain: Reconciliation, Accounts Payable, Accounts Receivable, Billing, Billing & Invoicing, Invoicing, QuickBooks (Accounting Software), Cash Flow Forecasting, Spreadsheet Software, Accounting Software, Fraud detection, Financial Controls, Auditing, Vendor Management, Internal Controls, Payment Processing, Cash Management, Document Management, Financial Reporting, Cash Flows

    3.1
    Rating, 3.1 out of 5 stars
    ·
    15 reviews

    Intermediate · Specialization · 3 - 6 Months

  • U

    University of Copenhagen

    Urbanisation and Health - Promoting Sustainable Solutions

    Skills you'll gain: Sustainable Development, Public Health, Health Policy, Social Determinants Of Health, Community Development, Gerontology, Landscape Architecture, Climate Change Adaptation, Demography, Environmental Issue, Traffic Flow Optimization, Pollution Prevention

    4.8
    Rating, 4.8 out of 5 stars
    ·
    172 reviews

    Mixed · Course · 1 - 3 Months

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

  • PMP Formulas: Microsoft
  • Project Delivery in Business Analysis and Capstone Project: Microsoft
  • Innovations in Investment Technology: Artificial Intelligence: University of Michigan
  • اعمل بذكاء أكبر لا بجهد أكثر: إدارة الوقت الشخصي والمهني: University of California, Irvine
  • Risk Management Professional Certification Prep: LearnKartS
  • Process Groups and Processes in Project Management: Microsoft
  • Sit Less, Get Active: The University of Edinburgh
  • Neuroscience of Leadership: Leading with Your Brain: University of Colorado Boulder
  • Modelos de diseño instruccional para ambientes digitales : Tecnológico de Monterrey
  • Palliative Care: It's Not Just Hospice Anymore: University of Colorado System

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