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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


  • C

    Corporate Finance Institute

    PowerPoint & Pitchbooks

    Skills you'll gain: Microsoft PowerPoint, Presentations, Oral Expression, Sales Presentations, Verbal Communication Skills, Productivity Software, Financial Analysis, Private Equity, Investment Banking, Microsoft Office, Finance

    Beginner · Course · 1 - 3 Months

  • S

    SAP

    SAP Professional Fundamentals

    Skills you'll gain: Consulting, Relationship Management, Business Consulting, Management Consulting, Product Strategy, SAP Applications, Technical Consulting, Relationship Building, Project Management, Project Management Life Cycle, Consultative Approaches, Project Implementation, Agile Methodology, Company, Product, and Service Knowledge, Waterfall Methodology, Solution Delivery, Systems Thinking, Business Transformation, Design Thinking

    ★ 4.7 (1.1K) · Beginner · Course · 1 - 3 Months

  • U

    University of California, Irvine

    Essentials of Entrepreneurship: Thinking & Action

    Skills you'll gain: Business Planning, Feasibility Studies, Entrepreneurship, Market Opportunities, Process Management, Innovation, New Business Development, Business Strategies, Ideation, Business Strategy, Business Operations, Marketing

    ★ 4.6 (3.1K) · Mixed · Course · 1 - 4 Weeks

  • B

    Board Infinity

    Prepare for CFA Level 1: Economics and Global Markets

    Skills you'll gain: International Finance, Economics, Financial Policy, Business Economics, General Finance, Financial Market, Market Dynamics, Cost Benefit Analysis, Economic Development, International Relations, Market Analysis, Competitive Analysis, Fiscal Management, Tax, Investment Management, Decision Making

    Beginner · Course · 1 - 3 Months

  • J

    John Wiley & Sons

    Strategy Implementation & Leadership in the Public Sector

    Skills you'll gain: Stakeholder Engagement, Strategic Leadership, Plan Execution, Organizational Strategy, Strategic Planning, Stakeholder Management, Stakeholder Communications, Business Planning, Leadership and Management, Leadership, Program Implementation, Stakeholder Analysis, Business Strategy, Leadership Development, Strategic Decision-Making, Project Implementation, Strategic Thinking, Public Administration, Learning Strategies, Change Management

    Advanced · Course · 1 - 3 Months

  • M

    Measure What Matters

    OKR Certification: Leadership and Goal Setting

    Skills you'll gain: Goal-Oriented, Goal Setting, Initiative and Leadership, Key Performance Indicators (KPIs), Organizational Effectiveness, Organizational Leadership, Business Priorities, Accountability Frameworks, Organizational Development, Organizational Strategy, Leadership and Management, Performance Management, Performance Appraisal, Performance Review, Performance Metric, Employee Performance Management, Prioritization, Planning, Business Strategy, Communication

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

  • C

    Coursera

    Task & Time Management

    Skills you'll gain: Time Management, Project Management Software, Data Entry, Goal Setting, Dashboard, Timelines, Project Coordination, Coordinating, Risk Analysis, Project Management, Capacity Planning, Workflow Management, Project Scoping, Project Performance, Trend Analysis, Resource Allocation, Key Performance Indicators (KPIs), Data Management, Analytics, Business

    Beginner · Course · 3 - 6 Months

  • U

    University of Illinois at Urbana-Champaign

    Global Challenges in Business Graduate Certificate

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

    Graduate Certificate · 6 - 12 Months

  • U

    UBITS

    Haz que te elijan: Destaca en selección

    Skills you'll gain: LinkedIn, Interviewing Skills, Recruitment, Strategic Planning, Professional Networking, Planning, Emotional Intelligence, Composure, Professionalism, Resilience, Personal Development, Self-Awareness, Stress Management, Professional Development, Web Presence, Non-Verbal Communication, Concision, Plan Execution, Communication, Accountability

    Beginner · Course · 1 - 4 Weeks

  • C

    Case Western Reserve University

    Inspired Leadership

    Skills you'll gain: Coaching, Negotiation, Emotional Intelligence, Empathy & Emotional Intelligence, Empathy, Employee Coaching, Leadership Development, Compassion, Leadership, Organizational Change, Organizational Leadership, Organizational Development, Rapport Building, Culture Transformation, Team Leadership, People Development, Strategic Leadership, Active Listening, Case Studies, Professional Development

    ★ 4.7 (2.7K) · Intermediate · Specialization · 3 - 6 Months

  • E

    EDUCBA

    Master Cost Accounting & Performance Optimization

    Skills you'll gain: Cost Accounting, Cost Control, Business Process Reengineering, Lean Manufacturing, Management Accounting, Cost Management, Operational Efficiency, Cost Reduction, Business Process Improvement, Process Improvement, Quality Management, Continuous Improvement Process, Performance Improvement, Benchmarking, Supply Chain Management, Enterprise Resource Planning

    Mixed · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Corporate Finance I: Measuring and Promoting Value Creation

    Skills you'll gain: Mergers & Acquisitions, Financial Analysis, Financial Statement Analysis, Finance, Financial Statements, Financial Modeling, Return On Investment, Capital Budgeting, Corporate Finance, Balance Sheet, Business Valuation, Cash Flow Forecasting, Cash Flows, Financial Forecasting, Working Capital, Performance Measurement, Private Equity, Performance Analysis, Risk Management, Risk Analysis

    ★ 4.7 (1.2K) · Beginner · Course · 1 - 4 Weeks

1…899091…545

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

  • PowerPoint & Pitchbooks: Corporate Finance Institute
  • SAP Professional Fundamentals: SAP
  • Essentials of Entrepreneurship: Thinking & Action: University of California, Irvine
  • Prepare for CFA Level 1: Economics and Global Markets: Board Infinity
  • Strategy Implementation & Leadership in the Public Sector: John Wiley & Sons
  • OKR Certification: Leadership and Goal Setting: Measure What Matters
  • Task & Time Management: Coursera
  • Global Challenges in Business Graduate Certificate: University of Illinois at Urbana-Champaign
  • Haz que te elijan: Destaca en selección: UBITS
  • Inspired Leadership: Case Western Reserve University

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