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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Writing and Editing: Drafting

    Skills you'll gain: Editing, Writing, Planning, Brainstorming, Time Management, Overcoming Obstacles, Productivity, Creativity, Growth Mindedness, Learning Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    373 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Mastering Data Analysis in Excel

    Skills you'll gain: Predictive Modeling, Microsoft Excel, Classification Algorithms, Business Analytics, Logistic Regression, Data Analysis, Model Evaluation, Business Risk Management

    4.2
    Rating, 4.2 out of 5 stars
    ·
    3.9K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    A

    AI CERTs

    AI in Real Estate

    Skills you'll gain: Property and Real Estate, Real Estate, Fraud detection, Advanced Analytics, Predictive Analytics, Real Estate Transactions, Marketing Analytics, Responsible AI, Market Trend, Property Management, Marketing Strategies, Tensorflow, Artificial Intelligence, Business Valuation, Automation, Machine Learning, Risk Management

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Business Analysis Fundamentals

    Skills you'll gain: Stakeholder Management, Business Analysis, Project Management, Stakeholder Analysis, Analysis, Requirements Elicitation, Risk Management, Microsoft Power Platform, Business Process Improvement, Problem Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    990 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    LearnQuest

    Scrum Master Certification

    Skills you'll gain: User Story, Behavior-Driven Development, DevSecOps, Agile Project Management, Test Driven Development (TDD), Backlogs, Sprint Planning, Agile Software Development, Kanban Principles, Agile Methodology, Continuous Integration, Project Risk Management, Sprint Retrospectives, Lean Methodologies, Scaled Agile Framework, DevOps, Risk Management, Scrum (Software Development), Agile Product Development, Management Reporting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.4K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    E

    Erasmus University Rotterdam

    Excel Modeling for Professionals: Best Practices & Pitfalls

    Skills you'll gain: Microsoft Excel, Excel Formulas, Data Modeling, Verification And Validation, Financial Modeling, Business Modeling, Spreadsheet Software, Technical Documentation, Product Testing, Data Validation, Data Integrity, Data Management, Organizational Skills

    4.5
    Rating, 4.5 out of 5 stars
    ·
    36 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Orden y manejo del tiempo

    Skills you'll gain: Organizational Skills, Time Management, Office Management, Productivity, Prioritization, Workflow Management, Business Process, Business Administration, Planning, Goal Setting, Lean Methodologies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Management Strategy

    Skills you'll gain: Strategic Sourcing, Demand Planning, Procurement, Supplier Relationship Management, Supply Chain, Supply Chain Planning, Operational Efficiency, Customer Demand Planning, Supply Chain Management, Presentations, Operations, Logistics, Transportation Management, Forecasting, Inventory and Warehousing, Cost Reduction, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.2K reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    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
    ·
    728 reviews

    Beginner · Specialization · 3 - 6 Months

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

    Coursera

    Scrum: Understand Core Project Roles

    Skills you'll gain: Backlogs, Sprint Retrospectives, Agile Project Management, Sprint Planning, Agile Methodology, Team Building, Project Management, Team Management, Project Management Life Cycle, Cross-Functional Collaboration, Case Studies, Prioritization, Continuous Improvement Process, Product Development, Communication

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    B

    Board Infinity

    AI & Automation for Supply Chain Resilience

    Skills you'll gain: Inventory and Warehousing, Supply Chain Management, Business Continuity, Forecasting, Predictive Analytics, Logistics, Automation, Logistics Management, Real Time Data, Risk Mitigation, Risk Management, Case Studies, Business Ethics, Anomaly Detection, Artificial Intelligence and Machine Learning (AI/ML), Artificial Intelligence

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    The Teacher and Social and Emotional Learning (SEL)

    Skills you'll gain: Teaching, Social Justice, Emotional Intelligence, Social Skills, Empathy, Self-Awareness, Higher Education, Behavior Management, Classroom Management, Cultural Responsiveness, Curriculum Planning, School Psychology, Empowerment, Personal Development, Childhood Education and Development, Program Evaluation, Advocacy, Professional Development, Growth Mindedness, Mindfulness

    4.7
    Rating, 4.7 out of 5 stars
    ·
    946 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Writing and Editing: Drafting: University of Michigan
  • Mastering Data Analysis in Excel: Duke University
  • AI in Real Estate: AI CERTs
  • Business Analysis Fundamentals: Microsoft
  • Scrum Master Certification: LearnQuest
  • Excel Modeling for Professionals: Best Practices & Pitfalls: Erasmus University Rotterdam
  • Orden y manejo del tiempo: Universidad Nacional Autónoma de México
  • Supply Chain Management Strategy: Rutgers the State University of New Jersey
  • Modern Project Management with Microsoft Tools: Microsoft
  • Scrum: Understand Core Project Roles: Coursera

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