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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

    AR: Track Customer Payments Fast

    Skills you'll gain: Accounts Receivable, Accounts Payable and Receivable, QuickBooks (Accounting Software), Cash Flows, Cash Management, Accounting Software, Payment Processing, Invoicing, Billing & Invoicing, Record Keeping, General Ledger

    ★ 3.8 (6) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Industrial Relations: Fostering Workplace Climate

    Skills you'll gain: Employee Engagement, Drive Engagement, Conflict Management, Employee Relations, Labor Relations, Management Training And Development, Staff Management, Team Leadership, Team Performance Management, Labor Law, Human Resources, Team Collaboration, Communication, Labor Compliance, Communication Strategies, Active Listening, Constructive Feedback

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

    Category: Preview
    Preview
  • C

    Coursera

    Get started with Wix

    Skills you'll gain: Web Presence, Content Management Systems, Web Design, Web Design and Development, No-Code Development, Web Development, User Accounts, Graphic Design

    ★ 4.7 (12) · Beginner · Guided Project · Less Than 2 Hours

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Public Sector Efficiency: Optimizing Business Processes

    Skills you'll gain: Process Improvement, Performance Measurement, Performance Metric, Workflow Management, Process Improvement and Optimization, Business Process Improvement, Performance Improvement, Business Process, Process Optimization, Process Management, Process Analysis, Business Process Management, Continuous Improvement Process, Service Improvement, Key Performance Indicators (KPIs), Business Process Automation, Operational Efficiency, Automation, Organizational Skills

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

    Category: Preview
    Preview
  • A

    AI CERTs

    AI for Project Managers and Scrum Masters

    Skills you'll gain: Responsible AI, Agile Project Management, Sprint Planning, Jira (Software), Agile Product Development, Agile Methodology, AI Enablement, Scrum (Software Development), Project Management Software, AI Workflows, AI Orchestration, Project Management, Artificial Intelligence, Project Risk Management, Artificial Intelligence and Machine Learning (AI/ML), Project Management Life Cycle, Project Planning, Project Scoping, Generative AI Agents, Generative AI

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
  • C

    Coursera

    GenAI for Risk Managers: Advanced Risk Analysis Techniques

    Skills you'll gain: Prompt Engineering, Risk Modeling, Risk Analysis, Continuous Monitoring, Data Synthesis, Decision Intelligence, Generative AI, Risk Management Framework, Risk Management, Data-Driven Decision-Making, Data Integration, AI Integrations, Automation

    Advanced · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • E

    EDUCBA

    Analyze and Evaluate Shareholder’s Equity Essentials

    Skills you'll gain: Financial Statement Analysis, Financial Accounting, Corporate Finance, Financial Statements, Financial Analysis, Corporate Accounting, Financial Reporting, Finance, Income Statement, Accounting, Private Equity, Decision Making, Analysis, International Financial Reporting Standards, Literacy

    Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • P

    Packt

    Learn to Code with Ruby

    Skills you'll gain: Ruby (Programming Language), File I/O, Object Oriented Programming (OOP), Object Oriented Design, Ruby on Rails, Debugging, Test Tools, Application Design, Code Reusability, Programming Principles, Test Case, Software Documentation, Development Environment, Integrated Development Environments, Computer Programming, Data Structures, Apple Xcode, Web Development, Computational Logic, Software Installation

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

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Credit Analysis and Risk Modeling

    Skills you'll gain: Financial Statement Analysis, Working Capital, Financial Statements, Credit Risk, Financial Analysis, Risk Modeling, Financial Modeling, Portfolio Risk, Financial Acumen, Lending and Underwriting, Portfolio Management, Real Estate, Property and Real Estate, Commercial Lending, Financial Data, Equities, Project Finance, Analysis, Risk Analysis, Finance

    Beginner · Specialization · 3 - 6 Months

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

    EDUCBA

    Insurance Contract Accounting and Reporting

    Skills you'll gain: International Financial Reporting Standards, Insurance, Insurance Policies, Contract Accounting, Business Valuation, Financial Reporting, Technical Accounting, Mergers & Acquisitions, Specialized Accounting, Financial Accounting, Risk Management, Derivatives

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • B

    Banco Interamericano de Desarrollo

    Financiamiento en proyectos de infraestructura sostenible 

    Skills you'll gain: Project Finance, Economic Development, Investment Banking, Private Equity, Fundraising and Crowdsourcing, Sustainable Development, Loans, Environmental Social And Corporate Governance (ESG), Finance, General Lending, Capital Markets, Financial Market, Innovation, Sustainability Standards, Corporate Sustainability, Climate Change Mitigation

    ★ 4.9 (24) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Build an Online Auction Server with ExpressJS

    Skills you'll gain: Back-End Web Development, Full-Stack Web Development, Server Side, Restful API, JavaScript Frameworks, Web Development, Web Frameworks, Frontend Integration, Web Applications, Web Servers, Javascript, Servers

    Intermediate · Guided Project · Less Than 2 Hours

1…428429430…621

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

  • AR: Track Customer Payments Fast: Coursera
  • Industrial Relations: Fostering Workplace Climate: Coursera
  • Get started with Wix: Coursera
  • Public Sector Efficiency: Optimizing Business Processes: Coursera
  • AI for Project Managers and Scrum Masters: AI CERTs
  • GenAI for Risk Managers: Advanced Risk Analysis Techniques: Coursera
  • Analyze and Evaluate Shareholder’s Equity Essentials: EDUCBA
  • Learn to Code with Ruby: Packt
  • Credit Analysis and Risk Modeling: EDUCBA
  • Insurance Contract Accounting and Reporting: EDUCBA

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