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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: Free Trial
    Free Trial
    I

    IE Business School

    Scale Up Your Startup

    Skills you'll gain: Growth Strategies, Performance Metric, Entrepreneurship, Diversity and Inclusion, Team Building, Performance Measurement, Culture Transformation, Governance, Key Performance Indicators (KPIs), Corporate Strategy, Diversity Programs, Diversity Awareness, Team Management, Diversity Equity and Inclusion Initiatives, Employee Onboarding, Process Development, Risk Appetite, Strategic Thinking, Business Strategy, Leadership

    4.4
    Rating, 4.4 out of 5 stars
    ·
    31 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
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    J

    Johns Hopkins University

    Systems Science and Obesity

    Skills you'll gain: Systems Thinking, Epidemiology, Systems Analysis, Social Network Analysis, Simulations, Network Analysis, Public Health, Network Model, Public Health and Disease Prevention, Social Determinants Of Health, Behavioral Health, Economics

    4.6
    Rating, 4.6 out of 5 stars
    ·
    205 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Sales & Marketing Alignment

    Skills you'll gain: Sales Management, Sales Strategy, Sales Enablement, Sales, Sales Process, Conflict Management, Marketing, Marketing Planning, Strategic Marketing, Product Planning, Business Marketing, Organizational Strategy, Product Promotion, Cross-Functional Collaboration, Case Studies, Gap Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    90 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Illinois Tech

    Operations and Process Management

    Skills you'll gain: Process Improvement, Process Management, Process Improvement and Optimization, Business Process, Business Process Management, Process Analysis, Business Process Improvement, Performance Improvement, Quality Improvement, Continuous Improvement Process, Process Mapping, Quality Management, Quality Monitoring, Workflow Management, Operational Excellence, Quality Management Systems, Change Management, Performance Measurement, Risk Management, Project Management

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    205 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Introduction to Merchandising

    Skills you'll gain: Merchandising, Inventory Management, Inventory Control, Merchandise Displays, Retail Management, Consumer Behaviour, Visual Merchandising, Retail Store Operations, Retail Sales, Marketing Psychology, Customer Analysis, Customer Engagement, Analysis, Design

    4.6
    Rating, 4.6 out of 5 stars
    ·
    71 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    S

    SkillUp

    Protecting Against Money Laundering & Terrorist Financing—US

    Skills you'll gain: Bank Regulations, Financial Regulation, Regulatory Requirements, Regulatory Compliance, Law, Regulation, and Compliance, Compliance Management, Legal Risk, Governance, Operational Risk, Financial Systems, Compliance Training, Threat Detection, Internal Controls

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    AI in Supply Chain Forecasting and Risk Management

    Skills you'll gain: Supply Chain Management, Supply Chain Planning, Supply Chain, Demand Planning, Supply Chain Systems, Forecasting, Customer Demand Planning, AI Enablement, Risk Mitigation, Risk Analysis, AI Integrations, Business Risk Management, Automation, Decision Intelligence, Risk Management, Business Process Automation

    4.2
    Rating, 4.2 out of 5 stars
    ·
    18 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Rochester

    Technology Commercialization, Part 1: Setting up your Idea Filtering System

    Skills you'll gain: Innovation, Business Priorities, Commercialization, Ideation, Prioritization, New Product Development, Strategic Prioritization, Entrepreneurship

    4.3
    Rating, 4.3 out of 5 stars
    ·
    66 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    I

    Institut Mines-Télécom

    4G Network Fundamentals

    Skills you'll gain: Network Engineering, Wireless Networks, Network Security, General Networking, Network Architecture, Network Infrastructure, Mobile Security, Network Protocols, Telecommunications, OSI Models, Communication Systems, Digital Communications, Dataflow, Authentications, Key Management, Encryption

    4.7
    Rating, 4.7 out of 5 stars
    ·
    134 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Mentalidad Emprendedora

    Skills you'll gain: Innovation, Entrepreneurship, Business Strategies, New Business Development, Business Architecture, Corporate Strategy, Business Modeling, Value Propositions, Lean Methodologies, Growth Strategies, Market Opportunities, Product Development, Trend Analysis, Customer Insights, Customer Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    249 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Sourcing Analytics

    Skills you'll gain: Strategic Sourcing, Procurement, Supplier Relationship Management, Supplier Risk Management, Supplier Management, Purchasing, Supply Chain, Supplier Performance Management, Supply Management, Supply Chain Management, Benchmarking, Competitive Analysis, Business Analytics, Contract Negotiation, Analytics, Business Intelligence, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    23 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    Howard University

    Foundations of Information Systems for Business

    Skills you'll gain: Business Software, Information Systems, Business Systems, Management Information Systems, Information Technology, Enterprise Resource Planning, Information Systems Security, E-Commerce, Systems Analysis, Computer Hardware, Data Warehousing, Disaster Recovery, Business Ethics, Operating Systems, Cyber Security Strategy, Business Process Management, Customer Relationship Management, Security Strategy, General Networking, Data-Driven Decision-Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    66 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Scale Up Your Startup: IE Business School
  • Systems Science and Obesity: Johns Hopkins University
  • Sales & Marketing Alignment: Fundação Instituto de Administração
  • Operations and Process Management: Illinois Tech
  • Introduction to Merchandising: Coursera
  • Protecting Against Money Laundering & Terrorist Financing—US: SkillUp
  • AI in Supply Chain Forecasting and Risk Management: Coursera
  • Technology Commercialization, Part 1: Setting up your Idea Filtering System: University of Rochester
  • 4G Network Fundamentals: Institut Mines-Télécom
  • Mentalidad Emprendedora: Tecnológico de Monterrey

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