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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


  • Status: Preview
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    M

    Measure What Matters

    OKR Certification: Leadership and Goal Setting

    Skills you'll gain: Goal Setting, Key Performance Indicators (KPIs), Organizational Effectiveness, Organizational Leadership, Business Priorities, Organizational Strategy, Personal Development, Leadership and Management, Performance Management, Employee Performance Management, Prioritization, Recognizing Others, Performance Measurement, Planning, Collaboration, Business Strategy, Constructive Feedback, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    655 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
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    Free Trial
    C

    Coursera

    Accounting: Balance Ledgers & Adjust Entries

    Skills you'll gain: Bookkeeping, QuickBooks (Accounting Software), Accruals, Ledgers (Accounting), Month End Closing, Accrual Accounting, Accounting Software, General Ledger, Accounting Records, Accounting, General Accounting, Reconciliation

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
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    Free Trial
    P

    Packt

    Interactive UI & Animation with Advanced JavaScript

    Skills you'll gain: Responsive Web Design, Web Design, Cascading Style Sheets (CSS), User Interface (UI), Interactive Design, User Interface (UI) Design, Javascript, Front-End Web Development, Hypertext Markup Language (HTML), Animations, Web Development, Event-Driven Programming

    Intermediate · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    Stanford University

    Introduction to Healthcare

    Skills you'll gain: Healthcare Ethics, Pharmaceuticals, Health Systems, Healthcare Industry Knowledge, Managed Care, Health Care, Medical Billing, Health Care Administration, Health Care Procedure and Regulation, Medicaid, Medicare, Health Policy, Hospital Experience, Value-Based Care

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.5K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    Alex Genadinik

    Bitcoin Use For Daily Life - Plus Savings And Discounts

    Skills you'll gain: Return On Investment, Investments, Payment Systems, Transaction Processing, Income Tax, Digital Assets, FinTech, Business-To-Consumer, E-Commerce

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
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    Free Trial
    S

    Scrum Alliance

    Metrics that Matter: Improving Product Outcomes

    Skills you'll gain: Business Metrics, Performance Metric, Performance Measurement, Agile Methodology, Data-Driven Decision-Making, Agile Product Development, Data Storytelling, Key Performance Indicators (KPIs), Technical Communication, Agile Project Management, Data Visualization, Continuous Improvement Process, Product Improvement, Team Performance Management, Product Management, Teamwork, Team Management, Product Development, Cross-Functional Team Leadership, Product Planning

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Niel Asher Education

    Empowering Women's Wellness: Holistic Movement and Mobility

    Skills you'll gain: Rehabilitation, Patient Evaluation, Patient Education And Counseling, Pain Management, Physical Therapy, Treatment Planning, Exercise Therapy, Geriatrics, Manual Therapy, Anatomy, Occupational Health, Health Promotion, Human Relations Movement, Occupational Therapy, Respiratory Therapy, Emotional Intelligence, Health Care, Group Therapy, Mental Health Therapies, Biology

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    Status: Free Trial
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    C

    Coursera

    Collaborate and Version Control Your AI Apps

    Skills you'll gain: User Story, Agile Methodology, Version Control, Persona (User Experience), Kanban Principles

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    M

    Microsoft

    Microsoft Project Management: Build Job-Ready Skills

    Skills you'll gain: Stakeholder Management, Stakeholder Analysis, Virtual Teams, Scheduling, Team Management, Conflict Management, Project Schedules, Project Management Life Cycle, Project Management, Risk Mitigation, Teamwork, Project Management Office (PMO), Procurement, Project Coordination, Kanban Principles, Performance Measurement, Risk Management, Communication, Planning, Budgeting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    733 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • U

    University of Illinois at Urbana-Champaign

    Graduate Certificate in Taxation

    Skills you'll gain: Business Strategy, Data Visualization, Data Storytelling, Management Accounting, Model Evaluation, Fund Accounting, Operations Management, Organizational Change, Mergers & Acquisitions, Financial Statement Analysis, Project Closure, Risk Management, Social Determinants Of Health, Revenue Recognition, Entrepreneurship, Data Governance, Financial Auditing, Generative AI, Supply And Demand, Statistical Inference

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • Status: New
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    N

    Niel Asher Education

    Principles of Resistance Training and Practical Application

    Skills you'll gain: Exercise Therapy, Athletic Training, Physical Therapy, Manual Therapy, Health And Wellness Coaching, Physiology, Human Musculoskeletal System, Occupational Therapy, Pain Management, Coordination, Neurology, Science and Research, Planning

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    G

    Google Cloud

    Generative AI Leader

    Skills you'll gain: Google Gemini, Retrieval-Augmented Generation, Generative AI, AI Enablement, Enterprise Security, Agentic systems, Tool Calling, Artificial Intelligence, Customer experience improvement, LLM Application, Strategic Planning, Decision Making, Organizational Strategy, Cloud Infrastructure, Cloud Computing, Cloud Platforms, Innovation, MLOps (Machine Learning Operations), Collaboration

    Beginner · Specialization · 3 - 6 Months

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

  • OKR Certification: Leadership and Goal Setting: Measure What Matters
  • Accounting: Balance Ledgers & Adjust Entries: Coursera
  • Interactive UI & Animation with Advanced JavaScript: Packt
  • Introduction to Healthcare: Stanford University
  • Bitcoin Use For Daily Life - Plus Savings And Discounts: Alex Genadinik
  • Metrics that Matter: Improving Product Outcomes: Scrum Alliance
  • Empowering Women's Wellness: Holistic Movement and Mobility: Niel Asher Education
  • Collaborate and Version Control Your AI Apps: Coursera
  • Microsoft Project Management: Build Job-Ready Skills: Microsoft
  • Graduate Certificate in Taxation: University of Illinois at Urbana-Champaign

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