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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


  • C

    Coursera

    Build a Budget and Analyze Variance using Google Sheets

    Skills you'll gain: Google Sheets, Proposal Development, Variance Analysis, Trend Analysis, Budget Management, Budgeting, Spreadsheet Software, Google Workspace, Presentations, Financial Acumen, Finance

    ★ 4.6 (82) · Beginner · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • C

    Coursera

    AI in Workforce Management

    Skills you'll gain: AI Enablement, Workforce Management, Human Resources Management and Planning, Human Resource Strategy, Workforce Development, Workforce Planning, Responsible AI, Resource Management, Performance Improvement, Employee Performance Management, Strategic Decision-Making, Data-Driven Decision-Making, AI Integrations, Process Optimization, Strategic Planning, Business Ethics, Ethical Standards And Conduct

    ★ 4.8 (20) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • L

    Liberty Mutual Insurance

    Insurance Product Knowledge

    Skills you'll gain: Workers Compensation, Insurance Policies, Insurance, Product Knowledge, Cyber Risk, Product Lining, Cyber Attacks, Law, Regulation, and Compliance, Risk Management

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

    Status: Free Trial
    Free Trial
  • E

    Edureka

    Project Management Basics: Foundations & Frameworks

    Skills you'll gain: Cost Management, Stakeholder Communications, Cost Estimation, Project Management, Risk Management, Scope Management, Project Coordination, Project Controls, Stakeholder Analysis, Risk Management Framework, Project Closure, Project Implementation, Requirements Management, Risk Mitigation, Project Schedules, Risk Analysis, Program Management, Work Breakdown Structure, Timelines

    ★ 4.2 (10) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • U

    Universidad Austral

    Gestión innovadora: transformando instituciones educativas

    Skills you'll gain: Curriculum Planning, Student-Centred Learning, Education Software and Technology, Innovation, Curriculum Development, Pedagogy, Organizational Leadership, Culture Transformation, Digital pedagogy, Organizational Development, Management Training And Development, Strategic Leadership, Organizational Change, Leadership, Learning Styles, Team Building, Team Collaboration

    ★ 4.8 (31) · Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • C

    Coursera

    Create Customer Personas in Canva

    Skills you'll gain: Customer Analysis, Persona Development, Customer Relationship Management, Customer Insights, Target Audience, Target Market, Marketing Strategies, Marketing Planning, Consumer Behaviour, Social Media, Product Knowledge, Research

    ★ 4.6 (33) · Beginner · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • P

    Packt

    Securing Systems and Networks

    Skills you'll gain: Network Security, Intrusion Detection and Prevention, Command-Line Interface, Cybersecurity, IT Security Architecture, Information Systems Security, Local Area Networks, Cyber Attacks, Computer Security, Linux Commands, Windows PowerShell, Security Controls, Hardening, Vulnerability Scanning, Endpoint Security, Threat Detection, Linux, Network Architecture, Wireless Networks, Network Analysis

    ★ 4.6 (14) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • M

    Michigan State University

    Getting Your Film off the Ground

    Skills you'll gain: Fundraising and Crowdsourcing, Grant Writing, Fundraising, Grant Applications, Digital Media Strategy, Digital Brand Strategy, Social Media Content, Social Media, Social Media Strategy, Stakeholder Engagement, Social Media Marketing, Brand Marketing, Web Presence, Campaign Planning, Content Strategy, Drive Engagement, Content Creation, Prospecting and Qualification

    ★ 4.5 (57) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • E

    EDUCBA

    Advanced Accounting and Reporting

    Skills you'll gain: Hedge Accounting, Revenue Recognition, International Financial Reporting Standards, Lease Contracts, Contract Accounting, Financial Reporting, Credit Risk, Accounting, Financial Accounting, Portfolio Management, Financial Auditing, Insurance, Insurance Policies, Technical Accounting, Standard Accounting Practices, Business Valuation, Financial Analysis, Risk Management, Securities (Finance), Mergers & Acquisitions

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Analyze Investment Banking Operations: Fixed Income & FX

    Skills you'll gain: Financial Market, Risk Mitigation, Cash Management, Financial Analysis, Financial Systems, Market Liquidity, Futures Exchange, Financial Trading, Analysis, Risk Management, Financial Services, Risk Management Framework, Market Data, Lending and Underwriting, Investment Management, Investment Banking, Economics, Fixed Asset, Return On Investment, Payment Systems

    ★ 5 (17) · Beginner · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    University of California, Irvine

    Составление бюджета и графиков проектов

    Skills you'll gain: Project Schedules, Project Controls, Scheduling, Project Estimation, Project Planning, Cost Estimation, Needs Assessment, Work Breakdown Structure, Cost Management, Resource Allocation, Project Management, Budget Management, Resource Utilization, Timelines, Quality Management, Planning, Resource Management, Resource Planning, Estimation, Leadership and Management

    ★ 4.8 (44) · Mixed · Course · 1 - 3 Months

    Category: Preview
    Preview
  • U

    UBITS

    Fundamentos de la gestión del talento humano

    Skills you'll gain: Constructive Feedback, Talent Management, Human Resource Management, Team Performance Management, Human Resources Management and Planning, Course Development, Instructional and Curriculum Design, Recruitment, Human Capital, Human Resources, Management Training And Development, People Development, Training and Development, Employee Training, Talent Recruitment, Performance Analysis, Curriculum Development, Instructional Design, Full Cycle Recruitment, Lesson Planning

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

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

  • Build a Budget and Analyze Variance using Google Sheets: Coursera
  • AI in Workforce Management: Coursera
  • Insurance Product Knowledge: Liberty Mutual Insurance
  • Project Management Basics: Foundations & Frameworks: Edureka
  • Gestión innovadora: transformando instituciones educativas: Universidad Austral
  • Create Customer Personas in Canva: Coursera
  • Securing Systems and Networks: Packt
  • Getting Your Film off the Ground: Michigan State University
  • Advanced Accounting and Reporting: EDUCBA
  • Analyze Investment Banking Operations: Fixed Income & FX: EDUCBA

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