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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


  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Data & Accountability

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Data Collection, Due Diligence, Big Data, Analytics, Investment Management, Data-Driven Decision-Making, Financial Market, Business Ethics, Sustainable Business, Artificial Intelligence, Emerging Technologies, Machine Learning, Natural Language Processing

    4.4
    Rating, 4.4 out of 5 stars
    ·
    37 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Production & Operations: Apply, Analyze & Optimize

    Skills you'll gain: Manufacturing Operations, Production Management, Production Planning, Production Process, Operations Management, Production Schedule, Business Operations, Inventory Control, Quality Control, Scheduling, Inventory Management System, Operational Efficiency, Lean Manufacturing, Material Requirements Planning, Quality Management, Project Schedules, Project Management, Capacity Planning, Statistical Process Controls, Process Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Agile Project Coordination

    Skills you'll gain: Project Schedules, Workflow Management, Sprint Planning, Agile Project Management, Scrum (Software Development), Project Management, Project Planning, Strategic Communication, Project Documentation, Communication Strategies, Agile Methodology, Stakeholder Communications, Process Improvement, Team Management, Risk Management, Change Management, Performance Management, Resource Management, Cross-Functional Collaboration, Data-Driven Decision-Making

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Practice Exam for Scrum.org PSPO I Certification

    Skills you'll gain: Agile Product Development, Agile Project Management, Agile Methodology, Product Management, Sprint Retrospectives, Sprint Planning, Backlogs, User Acceptance Testing (UAT)

    4.5
    Rating, 4.5 out of 5 stars
    ·
    15 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Dashboarding and Deployment

    Skills you'll gain: Dashboard, Data Storytelling, Data Presentation, Interactive Data Visualization, Data Visualization Software, Tableau Software, Geospatial Information and Technology, Data Analysis, Analytical Skills, Application Deployment, Network Analysis, Financial Data, Financial Analysis, Time Series Analysis and Forecasting

    5
    Rating, 5 out of 5 stars
    ·
    8 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Productivity and Systems Development

    Skills you'll gain: Systems Development, Systems Development Life Cycle, Agile Methodology, Productivity Software, Data Security, Risk Management, Software Development Methodologies, Process Design, Information Systems, Workflow Management, Business Systems Analysis, Microsoft Office, E-Commerce, Microsoft Excel

    4.6
    Rating, 4.6 out of 5 stars
    ·
    37 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    Technical University of Munich (TUM)

    How to Start a Biotech Venture

    Skills you'll gain: Intellectual Property, Team Building, Biotechnology, Team Management, Financial Management, Entrepreneurship, Commercialization, New Business Development, Law, Regulation, and Compliance, Market Intelligence, Regulatory Requirements, Business Planning, Strategic Partnership, Innovation

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Interviewing for DS/AI Roles

    Skills you'll gain: Goal Setting, Interviewing Skills, Professional Networking, Artificial Intelligence and Machine Learning (AI/ML), Negotiation, Workforce Planning, Professional Development, LinkedIn, Artificial Intelligence, Machine Learning, Productivity, Talent Sourcing, Compensation and Benefits, Data Science, Data Analysis, Recruitment, Data Architecture, Presentations, Technical Management, Big Data

    4.6
    Rating, 4.6 out of 5 stars
    ·
    22 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica del Perú

    Finanzas para todos

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Accounting, Financial Analysis, Balance Sheet, Profit and Loss (P&L) Management, Working Capital

    4.7
    Rating, 4.7 out of 5 stars
    ·
    16 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Subsistence Marketplaces

    Skills you'll gain: Business Planning, Solution Design, Consumer Behaviour, Sustainable Development, Entrepreneurship, Sustainable Business, Market Opportunities, Needs Assessment, Market Analysis, Ideation, Product Development, Environmental Issue, Business, Qualitative Research, Sustainability Reporting, Behavioral Economics, Social Sciences, Business Development, Cultural Sensitivity, Empathy & Emotional Intelligence

    4.4
    Rating, 4.4 out of 5 stars
    ·
    25 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    S

    Starweaver

    Fundamentals of Effective Team Management

    Skills you'll gain: Team Management, Team Leadership, Team Performance Management, Team Building, Teamwork, Team Motivation, People Management, Leadership and Management, Conflict Management, Leadership, Collaboration, Diversity and Inclusion, Talent Management, Talent Recruitment, Employee Engagement, Performance Appraisal, Communication Strategies, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    71 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Academic Success for English Learners

    Skills you'll gain: Differentiated Instruction, Instructional Strategies, Special Education, Student Engagement, Lesson Planning, Language Learning, Cultural Responsiveness, Vocabulary

    4.7
    Rating, 4.7 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • ESG Data & Accountability: Interactive Brokers
  • Production & Operations: Apply, Analyze & Optimize: EDUCBA
  • Agile Project Coordination: Coursera
  • Practice Exam for Scrum.org PSPO I Certification: SkillUp
  • Dashboarding and Deployment: University of California, Irvine
  • Productivity and Systems Development: University of California, Irvine
  • How to Start a Biotech Venture: Technical University of Munich (TUM)
  • Interviewing for DS/AI Roles: University of California, Irvine
  • Finanzas para todos : Pontificia Universidad Católica del Perú
  • Subsistence Marketplaces: University of Illinois Urbana-Champaign

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