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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: Free Trial
    Free Trial
    Y

    Yunus Social Business Fund Bengaluru

    Value and Individual Decision Making

    Skills you'll gain: Finance, Financial Modeling, Financial Acumen, Financial Analysis, Corporate Finance, Business Valuation, Decision Making, Microsoft Excel, Social Impact, Investments, Economics, Policy, and Social Studies

    Beginner · Course · 1 - 3 Months

  • Status: Preview
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    T

    Tecnológico de Monterrey

    Innovación Educativa

    Skills you'll gain: Digital pedagogy, Innovation, Emerging Technologies, Solution Design, digital literacy, Entrepreneurship, Educational Materials, Learning Strategies, Student-Centred Learning, Creativity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    249 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    D

    Duke University

    Negotiating with Impact Investors

    Skills you'll gain: Due Diligence, Contract Negotiation, Strategic Partnership, Negotiation, Social Impact, Environmental Social And Corporate Governance (ESG), Value Propositions, Fundraising, Entrepreneurship, Storytelling, Investments, Entrepreneurial Finance, Investment Management, Capital Markets, Financial Market, Finance, International Finance, Financial Management, Business Strategy, Business Management

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    United Cities and Local Governments of Africa

    Financing Infrastructure in African Cities

    Skills you'll gain: Project Finance, Risk Management, Finance, Financial Policy, Case Studies, Community Development, Decision Making, Economic Development, Sustainable Development, Economics, Revenue Management, Governance

    4.6
    Rating, 4.6 out of 5 stars
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    58 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    M

    Michigan State University

    Forest Carbon Credits and Initiatives

    Skills you'll gain: Project Design, Feasibility Studies, Climate Change Mitigation, Environmental Monitoring, Sustainability Reporting, Project Accounting, Project Finance, Environmental Science, Policy Analysis, Scientific Methods, Climate Change Programs, Sustainable Development, Market Analysis, Cost Benefit Analysis, Verification And Validation, Estimation, Data Collection

    4.7
    Rating, 4.7 out of 5 stars
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    34 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    S

    SkillUp

    Practice Exam for AIPMM Certified Product Manager (CPM)

    Skills you'll gain: Test Planning, Registration, Product Management, Product Lifecycle Management, Product Development, Market Analysis

    4.8
    Rating, 4.8 out of 5 stars
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    55 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
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    C

    Coursera

    GenAI in Insurance: Automating Claims & Risk Mitigation

    Skills you'll gain: Generative AI, Insurance, Decision Support Systems, AI Product Strategy, Expense Management, Responsible AI, Data Ethics, AI Enablement, Insurance Policies, Underwriting, AI Personalization, Operational Efficiency, Data-Driven Decision-Making, Claims Processing, Financial Services, Personalized Service, Business Process Automation, Automation, Risk Management, Analytics

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Working as a Scrum Master

    Skills you'll gain: Scrum (Software Development), Sprint Retrospectives, Sprint Planning, Agile Project Management, Team Building, Agile Methodology, Team Management, Meeting Facilitation, Organizational Change, Team Leadership, User Story, Employee Coaching, Stakeholder Management, Change Management, Conflict Management

    4.6
    Rating, 4.6 out of 5 stars
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    91 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    LearnKartS

    Models, Methods, and Artifacts

    Skills you'll gain: Project Documentation, Organizational Change, Project Coordination, Management Reporting, Communication, Stakeholder Engagement

    4.5
    Rating, 4.5 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    ITIL V4 Introduction to Service Management Concept

    Skills you'll gain: Service Management, Information Technology Infrastructure Library, Service Improvement, IT Service Management, Technical Management, IT Management, Continuous Improvement Process, Quality Improvement, Process Management, Operations Management, Information Technology, Business Process Management, Stakeholder Management, Governance, Change Management, Risk Management, Value Propositions

    4.7
    Rating, 4.7 out of 5 stars
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    230 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de Palermo

    Liderando Equipos de Trabajo

    Skills you'll gain: Talent Management, Decision Making, Time Management, Productivity, Human Resource Strategy, Recruitment Strategies, Diversity Equity and Inclusion Initiatives, Leadership, Conflict Management, Team Motivation, Employee Retention, Human Resources, Cultural Diversity, Diversity and Inclusion, Team Building, Teamwork, Cultural Sensitivity, Business Transformation, Recognizing Others, Professional Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    309 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    L

    LearnQuest

    Angular 17 Overview & Basics

    Skills you'll gain: Angular, Web Components, Cascading Style Sheets (CSS), JavaScript Frameworks, Application Frameworks, UI Components, Front-End Web Development, TypeScript, Web Applications, Hypertext Markup Language (HTML), Web Development, Development Environment

    4.3
    Rating, 4.3 out of 5 stars
    ·
    46 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Value and Individual Decision Making: Yunus Social Business Fund Bengaluru
  • Innovación Educativa: Tecnológico de Monterrey
  • Negotiating with Impact Investors: Duke University
  • Financing Infrastructure in African Cities: United Cities and Local Governments of Africa
  • Forest Carbon Credits and Initiatives: Michigan State University
  • Practice Exam for AIPMM Certified Product Manager (CPM): SkillUp
  • GenAI in Insurance: Automating Claims & Risk Mitigation: Coursera
  • Working as a Scrum Master: SkillUp
  • Models, Methods, and Artifacts: LearnKartS
  • ITIL V4 Introduction to Service Management Concept: EDUCBA

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