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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


  • T

    The Chinese University of Hong Kong

    Doing Business in China Capstone

    Skills you'll gain: Peer Review, Business Planning, Marketing Planning, Product Planning, Video Production, Strategic Marketing, Business Consulting, Business Strategy, New Business Development, Consulting, Product Promotion, Presentations, Constructive Feedback, Market Analysis

    ★ 4.8 (134) · Beginner · Course · 1 - 3 Months

  • C

    Copenhagen Business School

    Business Models For Sustainability

    Skills you'll gain: Sustainable Business, Corporate Sustainability, Stakeholder Engagement, Sustainable Development, Strategic Planning, Stakeholder Management, Business Modeling, Innovation, Sustainable Systems, Organizational Strategy, Stakeholder Analysis, Marketing Communications, Business Strategies, Business Transformation, Case Studies, Communication Planning, Environmental Issue, Systems Thinking, Strategic Partnership, Value Propositions

    ★ 4.7 (43) · Beginner · Course · 1 - 3 Months

  • L

    LearnKartS

    Time Management Skills

    Skills you'll gain: Prioritization, Time Management, Business Priorities, Goal-Oriented, Smart Goals, Goal Setting, Personal Development, Overcoming Obstacles, Delegation Skills, Plan Execution, Professionalism, Mental Concentration, Team Oriented

    ★ 4.7 (99) · Beginner · Course · 1 - 4 Weeks

  • U

    Universidad de Chile

    Docencia para la capacitación laboral y el aprendizaje a lo largo de la vida.

    Skills you'll gain: Verbal Communication Skills, Lifelong Learning, Adult Education, Professional Development, Higher Education, Communication, Learning Strategies, Instructional Design, Planning

    ★ 4.6 (208) · Intermediate · Course · 1 - 3 Months

  • M

    Microsoft

    Project Manager Engagement with Stakeholders

    Skills you'll gain: Stakeholder Engagement, Stakeholder Communications, Communication Planning, Stakeholder Management, Conflict Management, Project Management Institute (PMI) Methodology, Strategic Communication, Cultural Diversity, Project Management, Drive Engagement, Intercultural Competence, Agile Project Management, Communication Strategies, Cultural Sensitivity, Interpersonal Communications, Communication, Organizational Structure, Influencing

    ★ 4.8 (62) · Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Get started with Microsoft Planner

    Skills you'll gain: Marketing Planning, Microsoft 365, Productivity Software, Project Management Software, Project Planning, Collaborative Software, Project Management, Team Management

    ★ 3.9 (21) · Beginner · Guided Project · Less Than 2 Hours

  • B

    Banco Interamericano de Desarrollo

    Qualitative and Quantitative Analysis of Disaster Risk

    Skills you'll gain: Failure Analysis, Risk Analysis, Risk Modeling, Failure Mode And Effects Analysis, Risk Management, Hazard Analysis, Project Risk Management, Vulnerability Assessments, Climate Change Adaptation, Data Analysis Software, Qualitative Research, Resilience

    ★ 4.7 (69) · Advanced · Course · 1 - 4 Weeks

  • C

    Coursera

    Commercial Awareness

    Skills you'll gain: Strategic Decision-Making, Business Acumen, Competitive Analysis, Sales Strategy, Strategic Thinking, Business Strategy, Business Leadership, Market Trend, Market Analysis, Sales, Business Planning, Financial Acumen, Market Intelligence, Trend Analysis, Leadership, Campaign Planning, Marketing Strategies, Marketing, Market Dynamics, Consumer Behaviour

    ★ 4.5 (17) · Beginner · Course · 1 - 4 Weeks

  • G

    Goldman Sachs

    Fundamentos de Planejamento Financeiro com o 10,000 Women da Goldman Sachs

    Skills you'll gain: Cash Flow Forecasting, Cash Management, Cash Flows, Financial Forecasting, Financial Analysis, Entrepreneurial Finance, Business Planning, Financial Data, Financial Management, Financial Planning, Market Opportunities

    ★ 4.8 (45) · Mixed · Course · 1 - 4 Weeks

  • U

    University of Colorado Boulder

    Introduction to Crisis Management and Crisis Communication

    Skills you'll gain: Crisis Management, Strategic Communication, Communication Planning, Corporate Communications, Communication Strategies, Case Studies, Stakeholder Communications, Internal Communications, Communication

    ★ 4.6 (21) · Beginner · Course · 1 - 4 Weeks

  • 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 (23) · Beginner · Course · 1 - 4 Weeks

  • K

    Kennesaw State University

    The Define Phase for the 6 σ Black Belt

    Skills you'll gain: Six Sigma Methodology, Lean Six Sigma, Lean Methodologies, Analytical Skills, Process Analysis, Process Improvement, Business Analysis Tools, Project Documentation, Process Improvement and Optimization, Quality Improvement, Customer Insights, Quality Assessment, Customer experience improvement, Customer Analysis, Continuous Quality Improvement (CQI), Quality Management, Project Management, Business Process, Project Scoping, Project Planning

    ★ 4.4 (114) · Mixed · Course · 1 - 3 Months

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

  • Doing Business in China Capstone: The Chinese University of Hong Kong
  • Business Models For Sustainability: Copenhagen Business School
  • Time Management Skills: LearnKartS
  • Docencia para la capacitación laboral y el aprendizaje a lo largo de la vida.: Universidad de Chile
  • Project Manager Engagement with Stakeholders: Microsoft
  • Get started with Microsoft Planner: Coursera
  • Qualitative and Quantitative Analysis of Disaster Risk: Banco Interamericano de Desarrollo
  • Commercial Awareness: Coursera
  • Fundamentos de Planejamento Financeiro com o 10,000 Women da Goldman Sachs: Goldman Sachs
  • Introduction to Crisis Management and Crisis Communication: University of Colorado Boulder

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