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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    S

    SAS

    SAS Visual Business Analytics

    Skills you'll gain: SAS (Software), Network Analysis, Trend Analysis, Data Manipulation, Data Analysis, Forecasting, Data Quality, Text Mining, Data Visualization Software, Spatial Analysis, Dashboard, Analysis, Data Mapping, Analytics, Data Visualization, Time Series Analysis and Forecasting, Business Analytics, Interactive Data Visualization, Data-Driven Decision-Making, Predictive Analytics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.1K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    I

    IE Business School

    Legal Tech & Startups

    Skills you'll gain: Legal Technology, Law Practice Management Software, Growth Strategies, Technology Strategies, Regulation and Legal Compliance, Market Trend, Entrepreneurship, Business Development, Emerging Technologies

    4.5
    Rating, 4.5 out of 5 stars
    ·
    245 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Palo Alto Networks

    Palo Alto Networks Network Security Fundamentals

    Skills you'll gain: Zero Trust Network Access, Network Security, Endpoint Security, Network Administration, General Networking, TCP/IP, Cybersecurity, Network Infrastructure, Firewall, Virtual Private Networks (VPN), Network Protocols, Dynamic Host Configuration Protocol (DHCP), Encryption, Authentications, Network Analysis, Software As A Service

    4.7
    Rating, 4.7 out of 5 stars
    ·
    214 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Università Bocconi

    Management of International Development: Towards Agenda 2030

    Skills you'll gain: Human Capital, Governance, Sustainable Development, International Relations, Strategic Thinking, Human Resources, Cultural Diversity, International Finance, Policy Development, Stakeholder Management, Strategic Partnership

    4.8
    Rating, 4.8 out of 5 stars
    ·
    218 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Generative AI: Advance Your Human Resources (HR) Career

    Skills you'll gain: Responsible AI, HR Tech, Human Resources Management and Planning, Human Resources, Generative AI, Workforce Planning, Human Resource Strategy, Artificial Intelligence, LLM Application, AI Enablement, AI Personalization, Employee Engagement, Recruitment, Employee Onboarding, Performance Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    126 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    Introduction to Networking and Storage

    Skills you'll gain: Data Storage, OSI Models, General Networking, Wireless Networks, Data Storage Technologies, Local Area Networks, Networking Hardware, Computer Networking, Network Architecture, Network Infrastructure, TCP/IP, Network Protocols, Microsoft Windows, Network Troubleshooting, Network Security, Network Performance Management, System Configuration, Wide Area Networks, Hardware Architecture, Command-Line Interface

    4.7
    Rating, 4.7 out of 5 stars
    ·
    572 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    BFSI Essentials: Unlocking Finance Careers

    Skills you'll gain: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Insurance Policies, Professional Networking, Interviewing Skills, Banking, Customer experience strategy (CX), Compensation Analysis, Finance, Underwriting, Regulatory Compliance, Financial Analysis, Portfolio Management, Financial Planning, Wealth Management, Risk Management

    4.2
    Rating, 4.2 out of 5 stars
    ·
    14 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    How to Create Video for Online Courses

    Skills you'll gain: Video Production, Videography, Post-Production, Video Editing, Course Development, Storyboarding, Media Production, Cinematography, Web Content Accessibility Guidelines, Developing Training Materials, Content Creation, Storytelling, Editing, Writing, Creativity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    236 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Case Western Reserve University

    Conversations That Inspire: Coaching Learning, Leadership and Change

    Skills you'll gain: Coaching, Empathy, Compassion, Leadership Development, Culture Transformation, People Development, Active Listening, Emotional Intelligence, Organizational Leadership, Self-Awareness, Personal Development, Leadership, Relationship Building, Change Management, Neurology, Stress Management, Physiology

    4.7
    Rating, 4.7 out of 5 stars
    ·
    384 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Building Candlestick Charts with Google Sheets

    Skills you'll gain: Technical Analysis, Google Sheets, Market Data, Data Visualization, Trend Analysis, Web Scraping, Data Visualization Software

    4.2
    Rating, 4.2 out of 5 stars
    ·
    301 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Supply Chain & Operations

    Skills you'll gain: Process Mapping, Operations Management, Process Analysis, Process Improvement, Revenue Management, Business Modeling, Supply Chain, Supply Chain Management, Business Process, Organizational Structure, Supply Chain Planning, Business Operations, Project Design, Lean Six Sigma, Operational Performance Management, Strategic Thinking, Materials Management, Business Strategy, Business Strategies, Strategic Decision-Making

    4.6
    Rating, 4.6 out of 5 stars
    ·
    71 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Mastering Program Management: Strategy to Certification

    Skills you'll gain: Program Management, Stakeholder Management, Resource Allocation, Change Management, Organizational Change, Organizational Strategy, Risk Management, Project Management Life Cycle, Governance, Project Management, Cost Management, Earned Value Management, Team Building, Procurement, Benefits Administration, Business Planning, Project Management Institute (PMI) Methodology, Financial Planning, Resource Management, Portfolio Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    69 reviews

    Beginner · Specialization · 1 - 3 Months

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

  • SAS Visual Business Analytics: SAS
  • Legal Tech & Startups : IE Business School
  • Palo Alto Networks Network Security Fundamentals: Palo Alto Networks
  • Management of International Development: Towards Agenda 2030: Università Bocconi
  • Generative AI: Advance Your Human Resources (HR) Career: SkillUp
  • Introduction to Networking and Storage: IBM
  • BFSI Essentials: Unlocking Finance Careers: Board Infinity
  • How to Create Video for Online Courses: The University of Edinburgh
  • Conversations That Inspire: Coaching Learning, Leadership and Change: Case Western Reserve University
  • Building Candlestick Charts with Google Sheets: Coursera

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