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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


  • S

    Sage Publications

    Advanced Human Resource Management Strategies

    Skills you'll gain: Human Resource Management, Human Resources, Human Resources Management and Planning, Human Resource Strategy, Human Capital, People Analytics, Human Resources Information System (HRIS), HR Tech, Human Resource Policies, Business Ethics, Workforce Development, Workforce Planning, Employee Relations, Performance Management, Organizational Strategy, Employee Performance Management, Strategic Leadership, Ethical Standards And Conduct, Employee Engagement, Talent Acquisition

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • P

    Packt

    Extend Dynamics 365 Finance Apps with Power Platform

    Skills you'll gain: Power Platform Architecture & Technical Design, Microsoft Power Platform, Microsoft Power Automate/Flow, Power BI, Azure Synapse Analytics, Enterprise Resource Planning, Microsoft 365, Workflow Management, Data Integration, Data Architecture, Cloud-Based Integration, Business Process Automation, Release Management, Data Lakes, Application Lifecycle Management, Data Access, Data Import/Export, Automation, JSON, Finance

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
  • U

    University of Colorado Boulder

    Everyday Excel, Part 1

    Skills you'll gain: Data Visualization, Excel Formulas, Plot (Graphics), Microsoft Excel, Data Management, Data Cleansing, Spreadsheet Software, Data Entry, Data Sharing, Data Import/Export, Data Validation, Microsoft Office, Data Analysis Software, Data Integrity, Problem Solving

    ★ 4.7 (3.7K) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • S

    SkillUp

    Electronic Fund Transfers (Regulation E) with ESIGN

    Skills you'll gain: Electronic Benefits Transfer (EBT), Record Keeping, Automated Clearing House, Financial Regulation, Bank Regulations, Regulatory Compliance, Customer Complaint Resolution, Financial Regulations, Payment Processing and Collection, Compliance Training, Payment Systems, Law, Regulation, and Compliance, Payment Processing, Compliance Management, Regulatory Requirements, Regulation and Legal Compliance

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • P

    Packt

    Interviewing Skills for Jobs Ace the Job Interview

    Skills you'll gain: Oral Expression, Interviewing Skills, Goal Setting, Rapport Building, Verbal Communication Skills, Composure, Public Speaking, Business Research, Company, Product, and Service Knowledge, Communication Strategies, Communication, Interpersonal Communications, Professionalism, Presentations, Planning

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
  • I

    Insper

    Administração Financeira

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Capital Budgeting, Financial Accounting, Income Statement, Financial Acumen, Balance Sheet, Gross Profit, Profit and Loss (P&L) Management, Return On Investment, Administration, Finance, Financial Management, Accounting, Cash Flows, Cost Accounting, Cost Benefit Analysis, Operating Cost, Operating Expense

    ★ 4.8 (942) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • U

    University of Illinois Urbana-Champaign

    Digital Marketing Implementation: Executing Strategies in a Connected, Data-Driven World

    Skills you'll gain: Digital Brand Strategy, Marketing Strategies, Search Engine Marketing, Digital Marketing, Direct Marketing, Content Marketing, Digital Media Strategy, Strategic Marketing, Digital Marketing Campaigns, Web Analytics and SEO, Social Media Campaigns, Search Engine Optimization, Data-Driven Marketing, Content Strategy, Marketing, Marketing Planning, Social Media Marketing, Marketing Management, Social Media Strategy, Social Media

    ★ 4.6 (3.2K) · Beginner · Course · 1 - 4 Weeks

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

    John Wiley & Sons

    Nonprofit Marketing, Engagement, and Governance

    Skills you'll gain: Newsletters, Governance, Event Planning, Event Management, Public Relations, Branding, Brand Strategy, Philanthropy, Fundraising, Stakeholder Communications, Stakeholder Management, Digital Media Strategy, Storytelling, Marketing and Public Relations, Media and Communications, Organizational Effectiveness, Organizational Leadership, Marketing, Marketing Strategy and Techniques, Operations

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • J

    John Wiley & Sons

    Strategic HR: Trends, Technology & Talent Alignment

    Skills you'll gain: Human Resources, Human Resource Strategy, Human Resources Management and Planning, Workforce Development, Human Resource Management, Human Resources Information System (HRIS), Workforce Planning, Human Resources Software, Talent Management, Recruitment, Talent Acquisition, Workforce Management, Recruitment Strategies, People Analytics, Talent Sourcing, Employee Training, Employee Retention, People Development, Employee Engagement, Resource Management

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
  • I

    IBM

    IBM UI/UX Designer

    Skills you'll gain: User Story, Information Architecture, UI/UX Research, User Research, Persona (User Experience), User Interface and User Experience (UI/UX) Design, Design Thinking, Agile Software Development, UI/UX Strategy, Scrum (Software Development), User Centered Design, Design Research, Responsive Web Design, User Interface (UI), Figma (Design Software), Wireframing, User Experience, Adobe XD, Responsible AI, Prototyping

    ★ 4.8 (2.9K) · Beginner · Professional Certificate · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Mortgage Loans, Property Law and Housing Finance

    Skills you'll gain: Mortgage Loans, General Lending, Lending and Underwriting, Consumer Lending, Loan Origination, Loans, Real Estate, Property and Real Estate, Loan Documentation, Credit Risk, Property Management, Real Estate Transactions, Legal Risk, Banking, Underwriting, Risk Management, Property Management Systems, Finance, Mediation, Environment

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • P

    Pearson

    Preparing the Legal Foundation

    Skills you'll gain: Business Ethics, Target Market, Entrepreneurship, Ethical Standards And Conduct, Branding, Competitive Analysis, Legal Risk, Brand Strategy, Target Audience, Strategic Marketing, Business Planning, Organizational Structure, Regulation and Legal Compliance, Marketing, Brand Awareness, Regulatory Compliance, Law, Regulation, and Compliance, Commercial Laws, Marketing Strategies, Entrepreneurial Finance

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
1…899091…620

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

  • Advanced Human Resource Management Strategies: Sage Publications
  • Extend Dynamics 365 Finance Apps with Power Platform: Packt
  • Everyday Excel, Part 1: University of Colorado Boulder
  • Electronic Fund Transfers (Regulation E) with ESIGN: SkillUp
  • Interviewing Skills for Jobs Ace the Job Interview: Packt
  • Administração Financeira: Insper
  • Digital Marketing Implementation: Executing Strategies in a Connected, Data-Driven World: University of Illinois Urbana-Champaign
  • Nonprofit Marketing, Engagement, and Governance: John Wiley & Sons
  • Strategic HR: Trends, Technology & Talent Alignment: John Wiley & Sons
  • IBM UI/UX Designer: IBM

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