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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


  • M

    Michigan State University

    Write Your First Novel

    Skills you'll gain: Peer Review, Storytelling, Writing and Editing, Editing, Constructive Feedback, Content Creation, Follow Through, Oral Expression, Creative Thinking, Goal Setting, Personal Development, Self-Discipline

    4.3
    Rating, 4.3 out of 5 stars
    ·
    376 reviews

    Beginner · Course · 3 - 6 Months

  • N

    New York Institute of Finance

    Credit Risk Management: Frameworks and Strategies

    Skills you'll gain: Credit Risk, Risk Mitigation, Risk Management, Portfolio Risk, Risk Management Framework, Derivatives, Project Risk Management, Risk Analysis, Lending and Underwriting, Business Risk Management, Financial Analysis, Financial Market, Financial Statement Analysis, Portfolio Management, Analysis, Financial Statements, Market Data, Market Trend, Cash Flows, Balance Sheet

    4.7
    Rating, 4.7 out of 5 stars
    ·
    446 reviews

    Beginner · Course · 1 - 3 Months

  • S

    SkillsBooster Academy

    Claude AI in Excel for Business Professionals

    Skills you'll gain: Anthropic Claude, Data Storytelling, Data Presentation, Financial Modeling, Business Modeling, AI Orchestration, Decision Intelligence, Microsoft Excel, Data Manipulation, Excel Formulas, Storytelling, Financial Forecasting, AI Workflows, Artificial Intelligence, Generative AI, Business, Prompt Engineering, Microsoft Office, Interactive Learning, Data Management

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Professional HRM Mastery

    Skills you'll gain: Succession Planning, Performance Appraisal, Responsible AI, Negotiation, Human Resource Strategy, Culture Transformation, Applicant Tracking Systems, Performance Review, Talent Management, Strategic Leadership, Employee Engagement, Business Transformation, Organizational Development, Conflict Management, Employee Retention, Compensation Management, Workforce Planning, Performance Management, Generative AI, Employee Onboarding

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1K reviews

    Intermediate · Specialization · 3 - 6 Months

  • P

    Packt

    QuickBooks Desktop for Real-World Bookkeeping

    Skills you'll gain: QuickBooks (Accounting Software), Reconciliation, Accounting Software, Financial Reporting, Bookkeeping, Sales Management, Business Reporting, Ledgers (Accounting), Accounting and Finance Software, Small Business Accounting, Expense Management, Accounting Records, Accounting Systems, Accounts Payable, Payment Processing and Collection, Standard Accounting Practices, Accounting, Accounts Receivable, User Accounts, Transaction Processing

    Beginner · Course · 1 - 3 Months

  • C

    Corporate Finance Institute

    BI Essentials for Finance Analysts (Power BI Edition)

    Skills you'll gain: Data Analysis Expressions (DAX), Power BI, Snowflake Schema, Data Modeling, SQL, Dashboard, Microsoft Excel, Business Intelligence, Data Import/Export, Dashboard Creation, Business Reporting, Business Intelligence Software, Excel Formulas, Databases, Spreadsheet Software, Performance Reporting, Data Manipulation, Data Transformation, Financial Analysis, Data Visualization

    4.8
    Rating, 4.8 out of 5 stars
    ·
    401 reviews

    Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    Facebook Content Creator Pro

    Skills you'll gain: Content Performance Analysis, Video Production, Content Scheduling, Meta Ads Manager, Writing, Social Media Analytics, Canva (Software), Facebook, Content Creation, Storytelling, Data-Driven Marketing, Copywriting, Online Advertising, Videography, Persona Development, Photography, Marketing Analytics, Social Media, Content Strategy, ChatGPT

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • E

    EDUCBA

    Learn Ethereum, Smart Contracts & Trading

    Skills you'll gain: Technical Analysis, Financial Trading, Securities Trading, Blockchain, Market Trend, Risk Management, Payment Systems, Trend Analysis, Key Management, Cryptography, Digital Assets, Technical Standard, Virtual Machines, Transaction Processing, Finance

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Deal Negotiation, Pricing Strategy & Stakeholder Mapping

    Skills you'll gain: Closing (Sales), Price Negotiation, Sales Territory Management, Decision Making, B2B Sales, Selling Techniques, Negotiation, Sales Pipelines, General Sales Practices, Enterprise Sales, Sales Strategy, Contract Negotiation, Stakeholder Analysis, Stakeholder Management, Sales Prospecting, Business Communication, Planning, Strategic Decision-Making, Strategic Thinking, Data-Driven Decision-Making

    Intermediate · Specialization · 3 - 6 Months

  • C

    Creo Incubator

    Valuations of startups for Venture Capitalists

    Skills you'll gain: Competitive Analysis, Sales Strategy, Entrepreneurial Finance, Market Analysis, Product Development, Go To Market Strategy, Market Opportunities, Market Research, New Product Development, Sales Process, Financial Acumen, Sales Management, Accounting, Financial Analysis, Experience Design, User Experience, Target Market, Entrepreneurship, Business Valuation, Fundraising

    Intermediate · Specialization · 1 - 3 Months

  • U

    University of Pennsylvania

    Intellectual Property Law

    Skills you'll gain: Intellectual Property, Branding, Brand Marketing, Brand Strategy, Legal Strategy, Brand Management, Asset Protection, Promotional Strategies, Case Law, Regulation and Legal Compliance, Packaging and Labeling, Legal Risk, Case Studies, Asset Management, Law, Regulation, and Compliance, Marketing, Innovation, Strategic Thinking, Business Strategy, Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.6K reviews

    Intermediate · Specialization · 3 - 6 Months

  • U

    University of California, Irvine

    The Art of Negotiation

    Skills you'll gain: Negotiation, Emotional Intelligence, Relationship Building, Conflict Management, Empowerment, Influencing, General Sales Practices, Planning, Adaptability

    4.5
    Rating, 4.5 out of 5 stars
    ·
    3.1K reviews

    Mixed · Course · 1 - 4 Weeks

1…798081…545

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

  • Write Your First Novel: Michigan State University
  • Credit Risk Management: Frameworks and Strategies: New York Institute of Finance
  • Claude AI in Excel for Business Professionals: SkillsBooster Academy
  • Professional HRM Mastery: Coursera
  • QuickBooks Desktop for Real-World Bookkeeping: Packt
  • BI Essentials for Finance Analysts (Power BI Edition): Corporate Finance Institute
  • Facebook Content Creator Pro: Coursera
  • Learn Ethereum, Smart Contracts & Trading: EDUCBA
  • Deal Negotiation, Pricing Strategy & Stakeholder Mapping: Coursera
  • Valuations of startups for Venture Capitalists: Creo Incubator

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