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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: Preview
    Preview
    C

    Coursera

    Precision Bookkeeping: Records, Reconciliation, Reporting

    Skills you'll gain: Reconciliation, Accounting Records, Bookkeeping, Financial Reporting, Accounting, Financial Acumen, Compliance Management, Regulatory Compliance, Verbal Communication Skills, Internal Controls, Automation

    4.4
    Rating, 4.4 out of 5 stars
    ·
    107 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Globalization, Economic Growth and Stability

    Skills you'll gain: Financial Policy, International Finance, Economics, Economic Development, Economics, Policy, and Social Studies, Business Economics, Market Opportunities, International Relations, Tax, Global Marketing, Financial Trading, Policy Analysis, Socioeconomics, Demography, Business Risk Management, Crisis Management, Fiscal Management, World History, Supply And Demand, Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Leeds

    Foundations of Software Testing and Validation

    Skills you'll gain: Test Case, Software Testing, Software Quality Assurance, Quality Assurance, User Acceptance Testing (UAT), Test Planning, Verification And Validation, Acceptance Testing, System Testing, White-Box Testing, Unit Testing, Functional Testing, Integration Testing, Software Development Life Cycle, Software Development

    4.6
    Rating, 4.6 out of 5 stars
    ·
    443 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    How to create a Jira SCRUM project

    Skills you'll gain: Jira (Software), Sprint Planning, Backlogs, Scrum (Software Development), User Story, Agile Methodology, Agile Project Management, Workflow Management, Run Chart, Project Planning, Project Management, Prioritization, Dependency Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    505 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Budgétisation et planification de projets

    Skills you'll gain: Project Schedules, Project Controls, Project Planning, Cost Estimation, Project Estimation, Milestones (Project Management), Project Management, Scheduling, Quality Management, Timelines, Budgeting, Work Breakdown Structure, Resource Allocation, Resource Management, Matrix Management, Dependency Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    193 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    Emory University

    Foundations of Marketing Analytics

    Skills you'll gain: Pivot Tables And Charts, Customer Analysis, Probability Distribution, Customer Demand Planning, Marketing Analytics, Forecasting, Consumer Behaviour, Descriptive Statistics, Social Media Marketing, Exploratory Data Analysis, Probability, Statistical Analysis, Marketing Effectiveness, Target Market, Social Media, Model Evaluation, Business Analysis, Time Series Analysis and Forecasting, Microsoft Excel, Marketing

    4.3
    Rating, 4.3 out of 5 stars
    ·
    530 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    I

    IBM

    IBM Systems and Solutions Architect

    Skills you'll gain: Process Mapping, Business Process Modeling, Business Analysis, Cloud-Native Computing, Data Migration, Software Architecture, Stakeholder Analysis, Systems Design, Extract, Transform, Load, Systems Architecture, Communication Planning, Stakeholder Management, Data Integration, Network Security, Test Planning, Cybersecurity, Enterprise Architecture, Software Testing, Project Management, Information Technology

    4.8
    Rating, 4.8 out of 5 stars
    ·
    295 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    A

    Advancing Women in Tech

    Real-World Product Management

    Skills you'll gain: Product Roadmaps, Product Management, Customer Retention, Cross-Functional Team Leadership, Professional Networking, Financial Analysis, Product Strategy, Technical Product Management, Product Requirements, Engineering Management, Product Development, Product Lifecycle Management, New Product Development, Innovation, Team Leadership, Artificial Intelligence and Machine Learning (AI/ML), User Experience Design, Design, Performance Management, Interviewing Skills

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    934 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    International Supply Chains and Logistics

    Skills you'll gain: Transportation, Supply Chain, and Logistics, Transportation Operations, Supply Chain Planning, Logistics Management, Shipping and Receiving, Service Design

    4.8
    Rating, 4.8 out of 5 stars
    ·
    179 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Land, Agriculture, and Alternative Investing

    Skills you'll gain: Wealth Management, Estate Planning, Portfolio Management, Real Estate, Investments, Financial Industry Regulatory Authorities, Commercial Real Estate, Regulatory Compliance, Asset Management, Tax Planning, Finance, Risk Management, Return On Investment, Financial Analysis, Business Strategies, Strategic Planning, Business, Data Management, Financial Statements, Failure Analysis

    3.8
    Rating, 3.8 out of 5 stars
    ·
    13 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Programa Especializado en Gerencia de Proyectos Complejos

    Skills you'll gain: Scope Management, Project Scoping, Feasibility Studies, Work Breakdown Structure, Project Estimation, Requirements Management, Cost Estimation, Project Management, Project Management Life Cycle, Project Schedules, Case Studies, Project Portfolio Management, Project Risk Management, Program Management, Scheduling, Project Planning, Strategic Planning, Crisis Management, Project Controls, Project Documentation

    Build toward a degree

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.4K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    M

    Microsoft

    Microsoft Public Relations and Communications Associate

    Skills you'll gain: Media Relations, Proofreading, Public Relations, Stakeholder Analysis, Integrated Marketing Communications, Marketing Communications, Strategic Communication, Public Affairs, Content Management, Web Content, Performance Reporting, Storytelling, Content Management Systems, Press Releases, Content Strategy, Report Writing, Social Media Content, Marketing Effectiveness, Communication Strategies, Generative AI

    4.8
    Rating, 4.8 out of 5 stars
    ·
    208 reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Precision Bookkeeping: Records, Reconciliation, Reporting: Coursera
  • Globalization, Economic Growth and Stability: IE Business School
  • Foundations of Software Testing and Validation: University of Leeds
  • How to create a Jira SCRUM project: Coursera
  • Budgétisation et planification de projets: University of California, Irvine
  • Foundations of Marketing Analytics: Emory University
  • IBM Systems and Solutions Architect: IBM
  • Real-World Product Management: Advancing Women in Tech
  • International Supply Chains and Logistics: University of Colorado Boulder
  • Land, Agriculture, and Alternative Investing: University of Illinois Urbana-Champaign

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