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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: New
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    E

    EDUCBA

    Master Revenue Recognition with IFRS 15 & ASC 606

    Skills you'll gain: Revenue Recognition, International Financial Reporting Standards, Financial Reporting, Contract Accounting, Generally Accepted Accounting Principles (GAAP), Revenue Management, Financial Accounting, Contract Management

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Build a Product Management Plan Framework in Trello

    Skills you'll gain: Kanban Principles, Workflow Management, Collaborative Software, Team Oriented, Product Management, Product Planning, Product Lifecycle Management, Timelines, Project Management Software, Project Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    111 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    B

    Banco Interamericano de Desarrollo

    Sustainable Infrastructure

    Skills you'll gain: Sustainable Development, Project Finance, Civil Engineering, Sustainable Design, Sustainability Reporting, Environmental Social And Corporate Governance (ESG), Economic Development, Sustainable Engineering, Social Impact, Environment, Construction, Environmental Issue, Climate Change Adaptation, Private Equity, Project Management, Capital Markets, Innovation, Loans, Sustainability Standards, Financial Market

    4.8
    Rating, 4.8 out of 5 stars
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    19 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Digital Marketing Trends

    Skills you'll gain: Social Media Campaigns, Digital Advertising, Marketing Strategies, Brand Awareness, Digital Media Strategy, MarTech, Customer Engagement, Strategic Marketing, Social Media Marketing, Digital Marketing, Consumer Behaviour, Market Trend, Strategic Planning, Trend Analysis

    4.5
    Rating, 4.5 out of 5 stars
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    102 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Improve your productivity and performance with Canva

    Skills you'll gain: Canva (Software), Marketing Collateral, Design, Marketing Materials, Creative Design, Graphic Design, Dashboard, Digital Design, Productivity, Color Theory, Digital Content, Organizational Skills, Design Elements And Principles, Planning, Editing

    4.5
    Rating, 4.5 out of 5 stars
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    35 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Design Thinking: Ideas to Action

    Skills you'll gain: Brainstorming, Design Thinking, Ideation, Creative Thinking, Innovation, Product Development, Strategic Thinking, User Feedback, Prioritization, Customer experience improvement, Stakeholder Engagement, Data-Driven Decision-Making, Collaboration, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
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    74 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    B

    Banco Interamericano de Desarrollo

    Asociaciones Público-Privadas. Identificación y preparación

    Skills you'll gain: Risk Analysis, Project Finance, Risk Management, Project Design, Policy Analysis, Project Management, Feasibility Studies, Strategic Partnership, Public Policies, Financial Analysis, Fiscal Management, Climate Change Adaptation, Regulatory Requirements, Case Studies

    Beginner · Course · 1 - 4 Weeks

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    M

    Macquarie University

    Storytelling und Einflussnahme: effektive Kommunikation

    Skills you'll gain: Overcoming Objections, Persuasive Communication, Influencing, Rapport Building, Leadership, Communication, Storytelling, Verbal Communication Skills, Stakeholder Communications, Presentations, Public Speaking, Meeting Facilitation, Interpersonal Communications, Non-Verbal Communication, Empathy, Planning

    4.4
    Rating, 4.4 out of 5 stars
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    9 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Getting Started with ProfitBooks

    Skills you'll gain: Invoicing, Billing & Invoicing, Inventory Management System, Tax Management, Accounting Software, Customer Relationship Management (CRM) Software, Small Business Accounting, Bookkeeping, Accounting, Payroll Systems, Cloud Security

    4.5
    Rating, 4.5 out of 5 stars
    ·
    78 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    E

    ESSEC Business School

    Companies and climate change

    Skills you'll gain: Sustainable Business, Corporate Sustainability, Environmental Social And Corporate Governance (ESG), Climate Change Mitigation, Environmental Management Systems, Business Transformation, Business Strategy, Corporate Finance, Finance

    4.6
    Rating, 4.6 out of 5 stars
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    133 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Introduction to Value Investing

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Financial Acumen, Income Statement, Balance Sheet, Business Metrics, Business Valuation, Annual Reports, Competitive Analysis, Business Research, Risk Analysis, Investments, Investment Management, Portfolio Management

    4.9
    Rating, 4.9 out of 5 stars
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    7 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    LearnQuest

    Introduction to Java Enterprise Edition (EE)

    Skills you'll gain: Java Platform Enterprise Edition (J2EE), Application Deployment, Web Applications, Application Servers, Java, Web Servers, Java Programming, Web Development, Server Side, Application Frameworks

    4.6
    Rating, 4.6 out of 5 stars
    ·
    78 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Master Revenue Recognition with IFRS 15 & ASC 606: EDUCBA
  • Build a Product Management Plan Framework in Trello: Coursera
  • Sustainable Infrastructure: Banco Interamericano de Desarrollo
  • Digital Marketing Trends: Coursera
  • Improve your productivity and performance with Canva: Coursera
  • Design Thinking: Ideas to Action: University of Virginia
  • Asociaciones Público-Privadas. Identificación y preparación: Banco Interamericano de Desarrollo
  • Storytelling und Einflussnahme: effektive Kommunikation: Macquarie University
  • Getting Started with ProfitBooks : Coursera
  • Companies and climate change: ESSEC Business School

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