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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 Your First React Website (Part II)

    Skills you'll gain: React.js, JavaScript Frameworks, Data Persistence, UI Components, Javascript, Web Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    57 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Healthcare Strategy and Innovation

    Skills you'll gain: Health Informatics, Verbal Strategic Communication, Strategic Communication, Health Technology, Strategic Planning, Business Analysis Tools, Business Planning, Innovation, Telehealth, Organizational Strategy, Design Thinking, Health Information Management, Business Strategy, Strategic Leadership, Informatics, Health Care Administration, Strategic Thinking, Emerging Technologies, Agile Methodology

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Governance, Risk, and Compliance

    Skills you'll gain: Disaster Recovery, Law, Regulation, and Compliance, Risk Management, Risk Management Framework, Compliance Management, Regulatory Compliance, Governance Risk Management and Compliance, Regulatory Requirements, Business Risk Management, Risk Analysis, Business Continuity Planning, Risk Mitigation, Cloud Security, Business Continuity, Contingency Planning, Cyber Risk, Cyber Governance, Security Management, Vendor Management, Supplier Risk Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    17 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    SkillUp

    Management Excellence for Supervisors and Leaders

    Skills you'll gain: People Management, Leadership and Management, Team Performance Management, Team Management, Trustworthiness, Leadership, Interpersonal Communications, Team Building, Conflict Management, Performance Management, Team Leadership, Business Leadership, Active Listening, Team Motivation, Relationship Building, Honesty, Constructive Feedback, Empathy, Coaching, Organizational Strategy

    4.9
    Rating, 4.9 out of 5 stars
    ·
    8 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    T

    The State University of New York

    Food and Wine Pairing

    4.6
    Rating, 4.6 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Building a Business Case Template in Power Point

    Skills you'll gain: Microsoft PowerPoint, Presentations, Sales Presentations, Project Design, Business Planning, Proposal Development, Fundraising, Financial Acumen, Business Communication, Goal Setting, Entrepreneurship

    4.6
    Rating, 4.6 out of 5 stars
    ·
    36 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    S

    Skillshare

    Learn Notion for Client and Project Management

    Skills you'll gain: Database Application, Project Schedules, Milestones (Project Management), Database Software, Calendar Management, Databases, Relational Databases, Project Management, Content Management Systems, Client Support, Process Management, Project Documentation, Document Management, Process Improvement and Optimization, User Accounts

    4.1
    Rating, 4.1 out of 5 stars
    ·
    18 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Capitals Coalition

    Valuing nature and people to inform business decision-making

    Skills you'll gain: Stakeholder Engagement, Sustainable Business, Corporate Sustainability, Business Risk Management, Stakeholder Management, Natural Resource Management, Sustainability Standards, Risk Analysis, Environmental Resource Management, Human Capital, Risk Management, Decision Making, Problem Solving, Business Communication, Project Scoping

    4.7
    Rating, 4.7 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 4 Weeks

  • H

    HEC Paris

    CAPSTONE: Your Leadership Challenge

    Skills you'll gain: Storytelling, Leadership Development, Trustworthiness, Leadership, Self-Awareness, Relationship Building, Oral Expression, Strategic Leadership, Accountability, Resilience, Personal Development, Visionary, Organizational Leadership, Professional Development, Verbal Communication Skills, Innovation, Persuasive Communication, Presentations, Forecasting, Strategic Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    83 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Illinois Tech

    Managerial Economics: Buyer and Seller Behavior

    Skills you'll gain: Market Dynamics, Supply And Demand, Game Theory, Economics, Market Trend, Business Economics, Market Analysis, Consumer Behaviour, Operating Cost, Demand Planning, Business Strategy, Revenue Forecasting, Competitive Analysis, Cost Management, Profit and Loss (P&L) Management, Strategic Decision-Making, Decision Making

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    59 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentos de los Aspectos Financieros del Negocio con Goldman Sachs 10,000 Women

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Balance Sheet, Financial Acumen, Financial Analysis, Return On Investment, Accounting, Entrepreneurial Finance, Financial Data, Business Acumen, Finance, Business Metrics, General Finance, Entrepreneurship, Empowerment, Data-Driven Decision-Making

    4.9
    Rating, 4.9 out of 5 stars
    ·
    57 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Portfolio Managers: Smarter Asset Allocation

    Skills you'll gain: Portfolio Management, Responsible AI, Data Ethics, Asset Management, Portfolio Risk, AI Enablement, Investment Management, Generative AI, AI Personalization, Prompt Patterns, Financial Services, ChatGPT, AI Integrations, Risk Management, Risk Analysis, Risk Appetite, LLM Application, Continuous Monitoring, Real Time Data, Correlation Analysis

    3.9
    Rating, 3.9 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Build Your First React Website (Part II): Coursera
  • Healthcare Strategy and Innovation: University of Michigan
  • Governance, Risk, and Compliance: Packt
  • Management Excellence for Supervisors and Leaders: SkillUp
  • Food and Wine Pairing: The State University of New York
  • Building a Business Case Template in Power Point: Coursera
  • Learn Notion for Client and Project Management: Skillshare
  • Valuing nature and people to inform business decision-making: Capitals Coalition
  • CAPSTONE: Your Leadership Challenge: HEC Paris
  • Managerial Economics: Buyer and Seller Behavior: Illinois Tech

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