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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


  • A

    AI CERTs

    AI for Strategic Leadership

    Skills you'll gain: Leadership and Management, Team Oriented, Performance Measurement, Ethical Standards And Conduct

    Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • C

    Coursera

    Program Stakeholders Management in ClickUp

    Skills you'll gain: Stakeholder Management, Program Management, Agile Project Management, Stakeholder Engagement, Agile Methodology, Program Development, Stakeholder Analysis, Stakeholder Communications, Project Management, Diagram Design

    ★ 4.6 (19) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • I

    Illinois Tech

    Transformational Leadership in a Tech-Driven Marketplace

    Skills you'll gain: Culture Transformation, Innovation, Organizational Change, Business Transformation, Strategic Leadership, Strategic Planning, Change Management, Organizational Leadership, Business Strategies, Organizational Development, Leadership and Management, Organizational Strategy, Communication, Organizational Structure, Business Planning, Competitive Analysis, Business Writing, Leadership, Business Analysis, Financial Analysis

    ★ 5 (7) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • G

    Goldman Sachs

    Expanda Seus Negócios com o 10,000 Women da Goldman Sachs

    Skills you'll gain: Feasibility Studies, Business Planning, Market Opportunities, Growth Strategies, Business Development, Business Strategies, Business Strategy, Entrepreneurship, Peer Review, Goal Setting

    ★ 5 (113) · Mixed · Course · 1 - 4 Weeks

    Category: Free
    Free
  • 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 Awareness, Employee Onboarding, Process Development, Sales Management, Compliance Management, Sales Strategy, Risk Appetite, Risk Mitigation, Strategic Thinking, Leadership

    ★ 4.4 (31) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • I

    IBM

    Software Testing, Deployment, and Maintenance Strategies

    Skills you'll gain: Test Planning, Test Driven Development (TDD), Release Management, Software Testing, Behavior-Driven Development, Risk Management Framework, Risk Management, System Testing, Application Deployment, Software Quality Assurance, Software Development Life Cycle, CI/CD, Data Validation, Systems Analysis, Systems Thinking, Data Modeling, Product Lifecycle Management, Business Process Automation, Digital Transformation, Process Flow Diagrams

    ★ 4.9 (21) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Building Trustworthy AI

    Skills you'll gain: AI Security, Responsible AI, Threat Modeling, Governance Risk Management and Compliance, Compliance Management, Risking, Data Ethics, Data Governance, Model Evaluation, Reinforcement Learning, Risk Management, Prompt Engineering, Governance, Regulatory Compliance, Security Testing, MLOps (Machine Learning Operations), MITRE ATT&CK Framework, Continuous Monitoring, Ethical Standards And Conduct, Vulnerability Assessments

    ★ 3.3 (15) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    University of Illinois Urbana-Champaign

    IoT Cloud

    Skills you'll gain: Networking Hardware, Network Infrastructure, Network Routers, Network Switches, Network Architecture, Internet Of Things, General Networking, Network Administration, Infrastructure Security, Network Planning And Design, Network Security, Cloud-Based Integration, System Implementation, Cloud Computing

    ★ 4.7 (36) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • J

    Johns Hopkins University

    Business Analytics with Excel: Intermediate to Advanced

    Skills you'll gain: Operations Research, Network Model, Excel Macros, Decision Making, Strategic Decision-Making, Microsoft Excel, Transportation, Supply Chain, and Logistics, Transportation Operations, Excel Formulas, Model Optimization, Business Modeling, Business Analytics, Financial Modeling, Portfolio Management

    Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • S

    STARWEAVER

    Smart Investing with AI: Stocks, ETFs & Markets

    Skills you'll gain: Investments, Market Dynamics, Financial Services, Investment Management, Equities, Financial Market, Securities (Finance), Wealth Management, Due Diligence, Market Data, General Finance, Market Trend, Portfolio Management, Artificial Intelligence, Capital Markets, Responsible AI, Risking, Research, Risk Management, Decision Making

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
  • L

    LearnKartS

    Shopify Dropshipping Mastery: Start Your Online Store

    Skills you'll gain: Selling Techniques, Sales, Product Promotion, Growth Strategies, Product Knowledge, Email Marketing, Product Strategy, Customer experience strategy (CX), Order Processing, Order Management, Order Fulfillment, Content Creation, International Relations, Business Management

    ★ 4.9 (10) · Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • C

    Coursera

    GenAI for Writing and Auditing VBA Macros in Finance

    Skills you'll gain: Excel Macros, Financial Modeling, Business Process Automation, Workflow Management, Prompt Engineering, Generative AI, Automation, Process Optimization, General Finance, Microsoft Excel, Excel Formulas, Simulation and Simulation Software, Financial Analysis, Maintainability, Visual Basic (Programming Language), Financial Reporting, Financial Planning

    Intermediate · Course · 1 - 4 Weeks

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

  • AI for Strategic Leadership: AI CERTs
  • Program Stakeholders Management in ClickUp: Coursera
  • Transformational Leadership in a Tech-Driven Marketplace: Illinois Tech
  • Expanda Seus Negócios com o 10,000 Women da Goldman Sachs: Goldman Sachs
  • Scale Up Your Startup: IE Business School
  • Software Testing, Deployment, and Maintenance Strategies: IBM
  • Building Trustworthy AI: Coursera
  • IoT Cloud: University of Illinois Urbana-Champaign
  • Business Analytics with Excel: Intermediate to Advanced: Johns Hopkins University
  • Smart Investing with AI: Stocks, ETFs & Markets: STARWEAVER

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