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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
    U

    University of Colorado System

    Agile Leadership

    Skills you'll gain: Change Management, Organizational Change, Agile Methodology, Meeting Facilitation, Positivity, Team Building, Resilience, Scrum (Software Development), Team Management, Sprint Retrospectives, Innovation, Sprint Planning, Culture Transformation, Organizational Development, Agile Project Management, Virtual Teams, Team Leadership, Business Transformation, Leadership Development, Project Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Scrum Alliance

    Agile for the Modern Product Manager

    Skills you'll gain: Prompt Engineering, User Story, Responsible AI, Business Metrics, Agile Product Development, Performance Metric, Performance Measurement, Prompt Engineering Tools, Data-Driven Decision-Making, Data Storytelling, Key Performance Indicators (KPIs), Team Building, AI Workflows, Technical Communication, Product Planning, Brainstorming, Agile Project Management, Agile Methodology, Generative AI, Project Management

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Análisis Financiero

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Financial Reporting, Capital Budgeting, Project Finance, Cash Flows, Return On Investment, Financial Modeling, Cash Management, Investment Management, Capital Markets, Equities, Bankruptcies, Corporate Finance, Corporate Tax, Tax

    4.9
    Rating, 4.9 out of 5 stars
    ·
    741 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Build an iOS Stock Trading App with Swift & Charts

    Skills you'll gain: Portfolio Management, Financial Trading, Data Visualization Software, Dataflow, UI Components

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    S

    SkillsBooster Academy

    AI-powered Marketing with Microsoft Copilot

    Skills you'll gain: Prompt Engineering, Market Analysis, Microsoft Copilot, Marketing Planning, Marketing, Marketing Strategy and Techniques, Content Marketing, Data Ethics, Business Marketing, Marketing Communications, Generative AI, Strategic Thinking, AI Workflows, AI Personalization, Market Trend, Strategic Communication, Digital Marketing, Content Creation, Digital Content, Business Process

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    Certified Scrum Master ( CSM ) Training – From Zero to CSM

    Skills you'll gain: Estimation, Conflict Management, Stakeholder Engagement

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Modern Project Management with Microsoft Tools

    Skills you'll gain: Microsoft Power Platform, Stakeholder Management, Software Development Life Cycle, Team Building, Agile Methodology, Quality Management, Agile Project Management, Project Management Institute (PMI) Methodology, Power BI, Microsoft Power Automate/Flow, Scrum (Software Development), Business Analysis, Virtual Teams, Requirements Management, Risk Management, Team Management, Project Management Life Cycle, Project Management, Microsoft Project, Business

    4.6
    Rating, 4.6 out of 5 stars
    ·
    770 reviews

    Beginner · Specialization · 3 - 6 Months

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

    Coursera

    Forecast and Validate Your Marketing Traffic

    Skills you'll gain: Statistical Modeling, Data Validation, Media Planning, Variance Analysis, Regression Analysis, Predictive Analytics, Predictive Modeling, Web Analytics, Forecasting, Trend Analysis, Marketing Analytics, Time Series Analysis and Forecasting, Marketing Budgets, Analytics, Data-Driven Decision-Making, Data Quality, Advertising Campaigns

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Billing & Accelerate Collections

    Skills you'll gain: Billing, Invoicing, Payment Processing and Collection, Accounts Receivable, Financial Data, Business Metrics, Cash Management, Accounting, Prioritization, Cash Flows, Compliance Management, Data Validation

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Business Communication for the Modern Workplace

    Skills you'll gain: Active Listening, Internal Communications, Proposal Writing, Negotiation, AI Personalization, Stakeholder Engagement, Business Communication, Social Skills, Business Writing, Contract Negotiation, Workplace inclusivity, Influencing, Emotional Intelligence, Interpersonal Communications, Communication, Communication Planning, Customer Engagement, Communication Strategies, Leadership and Management, Leadership Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    714 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    D

    Duke University

    ​​Church Administration: Human Resources

    Skills you'll gain: Compensation Analysis, Meeting Facilitation, Performance Review, Staff Management, Safety Training, Strategic Leadership, Supervision, Prioritization, Human Resources, Diversity and Inclusion, Performance Management, Human Resources Management and Planning, Recruitment, Time Management, Organizational Strategy, Human Resource Management, Organizational Skills, Stakeholder Management, Strategic Planning, Business Metrics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    45 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    Logical Operations

    Project Management: Managing and Closing Successfully

    Skills you'll gain: Project Closure, Project Implementation, Project Management Life Cycle, Change Control, Project Controls, Project Performance, Project Management, Management Reporting, Performance Reporting, Scope Management, Sprint Planning, Project Planning, Agile Project Management, Earned Value Management, Microsoft Excel, Team Leadership, Microsoft Office, Leadership, Microsoft Word, Leadership Development

    Mixed · Course · 1 - 4 Weeks

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

  • Agile Leadership: University of Colorado System
  • Agile for the Modern Product Manager: Scrum Alliance
  • Análisis Financiero: Pontificia Universidad Católica de Chile
  • Build an iOS Stock Trading App with Swift & Charts: EDUCBA
  • AI-powered Marketing with Microsoft Copilot: SkillsBooster Academy
  • Certified Scrum Master ( CSM ) Training – From Zero to CSM: Packt
  • Modern Project Management with Microsoft Tools: Microsoft
  • Forecast and Validate Your Marketing Traffic: Coursera
  • Billing & Accelerate Collections: Coursera
  • Business Communication for the Modern Workplace: Coursera

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