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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

    Coursera

    Boost Productivity with Gemini & Copilot in Google Workspace

    Skills you'll gain: Responsible AI, Prompt Engineering, Google Sheets, Google Gemini, Gemini, AI Integrations, Email Automation, Compliance Training, AI Workflows, AI Enablement, Governance, Compliance Management, Spreadsheet Software, Financial Regulation, Data Ethics, Microsoft Copilot, Enterprise Security, Google Workspace, Gmail, Financial Services

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Excel Modeling: Organize, Document & Retrieve

    Skills you'll gain: Version Control, Risk Management Framework, Risk Mitigation, Microsoft Excel, File Management, Financial Modeling, Document Control, Standard Operating Procedure, Information Management, Document Management, File Systems, Records Management, Information Architecture, Operational Efficiency, Technical Documentation, Auditing, Process Improvement, Spreadsheet Software

    Intermediate · Course · 1 - 4 Weeks

  • U

    University of Minnesota

    Information​ ​Systems

    Skills you'll gain: Enterprise Resource Planning, Business Systems Analysis, Systems Analysis, Requirements Analysis, Cybersecurity, Business Requirements, Business Analysis, Business Systems, Cyber Attacks, Business Analysis Tools, Cloud Computing, Cyber Security Strategy, Cloud Services, IT Management, Change Management, Business Software, Technology Strategies, Information Technology, Project Management, Critical Thinking

    ★ 4.8 (2.2K) · Beginner · Specialization · 3 - 6 Months

  • T

    The State University of New York

    Solar Energy Basics

    Skills you'll gain: Electric Power Systems, Electrical Systems, Electrical Power, Energy and Utilities, Power Electronics, Basic Electrical Systems, Electronic Components, Sustainable Technologies, Semiconductors, Cost Estimation, Building Codes, Engineering Calculations, Safety Standards, Financial Modeling, Technical Standard

    ★ 4.8 (2.6K) · Beginner · Course · 1 - 3 Months

  • P

    PracticalGrowth

    Effective Communication Strategies & Skills

    Skills you'll gain: Communication Strategies, Influencing, Business Communication, Stakeholder Communications, Communication, Strategic Communication, Communication Planning, Cultural Responsiveness, Intercultural Competence, Interpersonal Communications, Diversity Awareness, Stakeholder Management, Stakeholder Engagement, Persuasive Communication, Cultural Sensitivity, Conflict Management, Storytelling, Stakeholder Analysis, Constructive Feedback, De-escalation Techniques

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Strategic Value and Leadership in Internal Audit

    Skills you'll gain: Internal Controls, Internal Auditing, Strategic Leadership, Financial Controls, Management Training And Development, Auditing, Risk Control, Audit Planning, Succession Planning, Compliance Auditing, Quality Improvement, Continuous Improvement Process, Continuous Quality Improvement (CQI), Team Leadership, Leadership and Management, Quality Assessment, Generally Accepted Auditing Standards, Ethical Standards And Conduct, Business Ethics, Business Leadership

    Mixed · Course · 1 - 4 Weeks

  • J

    John Wiley & Sons

    Project Leadership, Performance Tracking, and Closure

    Skills you'll gain: Project Closure, Earned Value Management, Agile Project Management, Project Performance, Team Motivation, Leadership and Management, Team Performance Management, Project Management, Project Management Software, Project Planning, Drive Engagement, Communication Planning, Project Controls, Initiative and Leadership, Leadership, Stakeholder Communications, Influencing, Project Documentation, Resource Management, Risk Management

    Intermediate · Course · 1 - 3 Months

  • M

    Microsoft

    Scenario and Root Cause Analysis with Generative AI

    Skills you'll gain: Responsible AI, Risk Analysis, Risk Mitigation, Decision Intelligence, Generative AI, Risk Management, Data-Driven Decision-Making, AI literacy, Strategic Decision-Making, Scenario Testing, Root Cause Analysis, Data Analysis, Business Analysis, Prompt Engineering, Predictive Analytics, Business Intelligence, Problem Solving, Data Visualization, Machine Learning, Process Improvement

    Intermediate · Course · 1 - 4 Weeks

  • T

    The University of Edinburgh

    EDIVET: Do you have what it takes to be a veterinarian?

    Skills you'll gain: Anatomy, Respiratory Care, Pathology, Vital Signs, Cardiology, Basic Patient Care, Physiology, Patient Observation, General Medicine, Health Care, Clinical Assessment, Cell Biology, Patient Communication, Practice Management

    ★ 4.8 (2.6K) · Mixed · Course · 1 - 3 Months

  • H

    HEC Paris

    Devenir entrepreneur du changement

    Skills you'll gain: Social Impact, Market Opportunities, Entrepreneurship, Project Implementation, Self-Awareness, Ideation, Empowerment, Personal Development, Planning, Sustainable Business, Strategic Thinking, Action Oriented, Business Modeling, Communication

    ★ 4.7 (636) · Mixed · Course · 1 - 3 Months

  • C

    Corporate Finance Institute

    Real Estate Fundamentals

    Skills you'll gain: Commercial Lending, Commercial Real Estate, Lending and Underwriting, Real Estate Transactions, Loans, General Lending, Real Estate, Property and Real Estate, Loan Documentation, Underwriting, Credit Risk, Risk Analysis, Financial Analysis, Cash Flows

    Intermediate · Course · 1 - 3 Months

  • P

    Packt

    Applied Fundamentals: Hangman

    Skills you'll gain: Video Game Development, Game Design, Project Planning, User Interface (UI) Design, Program Development, User Interface (UI), Python Programming, Development Environment, Programming Principles, Maintainability, Computer Programming

    Beginner · Course · 1 - 4 Weeks

1…929394…545

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

  • Boost Productivity with Gemini & Copilot in Google Workspace: Coursera
  • Excel Modeling: Organize, Document & Retrieve: Coursera
  • Information​ ​Systems: University of Minnesota
  • Solar Energy Basics: The State University of New York
  • Effective Communication Strategies & Skills: PracticalGrowth
  • Strategic Value and Leadership in Internal Audit: University of Illinois Urbana-Champaign
  • Project Leadership, Performance Tracking, and Closure: John Wiley & Sons
  • Scenario and Root Cause Analysis with Generative AI: Microsoft
  • EDIVET: Do you have what it takes to be a veterinarian?: The University of Edinburgh
  • Devenir entrepreneur du changement: HEC Paris

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