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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.


Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    C

    Coursera

    AI for Project Managers and Scrum Masters

    Skills you'll gain: Agile Project Management, Forecasting, AI Enablement, Agile Methodology, Workflow Management, Innovation, Project Management Life Cycle, Project Management, Automation, Project Risk Management, Artificial Intelligence, Digital Transformation

    4.2
    Rating, 4.2 out of 5 stars
    ·
    143 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Pennsylvania

    Driving Operational Performance

    Skills you'll gain: Process Analysis, Operational Performance Management, Capacity Planning, Operational Analysis, Key Performance Indicators (KPIs), Operations Management, Operational Efficiency, Business Operations, Process Optimization, Business Metrics, Business Workflow Analysis, Performance Analysis, Business Process Management, Return On Investment, Customer Analysis, Resource Utilization, Customer experience improvement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    14 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
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    Coursera

    AI for Business: Generation & Prediction

    Skills you'll gain: Responsible AI, AI Enablement, Generative AI, Artificial Intelligence, Financial Forecasting, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Business Transformation, Prompt Engineering, Digital Transformation, Data-Driven Decision-Making, Content Creation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    118 reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Master US GAAP: Analyze Foundations & Codification

    Skills you'll gain: Generally Accepted Accounting Principles (GAAP), Financial Accounting, Standard Accounting Practices, Technical Accounting, Financial Reporting, Financial Statements

    4.9
    Rating, 4.9 out of 5 stars
    ·
    15 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Michigan

    Réussir une négociation : Stratégies et compétences clés

    Skills you'll gain: Contract Negotiation, Negotiation, Conflict Management, Communication, Relationship Building, Arbitration, Mediation, Decision Making, Planning, Cultural Sensitivity

    4.6
    Rating, 4.6 out of 5 stars
    ·
    21 reviews

    Mixed · Course · 1 - 3 Months

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

    Simplilearn

    AI-Powered Software Development Certification

    Skills you'll gain: Prompt Engineering, AI Personalization, AI Security, Generative AI, Infrastructure as Code (IaC), Legal Risk, Requirements Analysis, Test Tools, Software Testing, ChatGPT, Risk Analysis, Sprint Planning, Software Development Tools, Software Development Life Cycle, User Interface and User Experience (UI/UX) Design, Automation, Software Documentation, Artificial Intelligence, Software Architecture, Software Development Methodologies

    4.3
    Rating, 4.3 out of 5 stars
    ·
    23 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    Universitat Autònoma de Barcelona

    Contratación y mercado digital. Aspectos legales y otras cuestiones de interés

    Skills you'll gain: Legal Technology, Payment Systems, Blockchain, Personally Identifiable Information, digital literacy, Law, Regulation, and Compliance, Digital Assets, E-Commerce, General Data Protection Regulation (GDPR), Information Privacy, Cyber Governance, Internet Of Things, Legal Risk, Regulation and Legal Compliance, FinTech, Commercial Laws, Robotics, Contract Compliance, Tax, Cryptography

    4.6
    Rating, 4.6 out of 5 stars
    ·
    233 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    ESSEC Business School

    L'investissement à impact : lever ou investir des fonds

    Skills you'll gain: Due Diligence, Investments, Entrepreneurship, Market Opportunities, Fundraising, Social Impact, Stakeholder Engagement, Relationship Building, Contract Negotiation, Finance, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    108 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Professional Responsibility and Ethics for Accountants

    Skills you'll gain: Governance, Compliance Management, Business Ethics, Certified Public Accountant, Regulatory Compliance, Corporate Accounting, Ethical Standards And Conduct, Accountability, Public Accounting, Accounting, Auditing, Financial Management, Stakeholder Management

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    70 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Scrum Master Capstone

    Skills you'll gain: User Story, Sprint Retrospectives, Sprint Planning, Backlogs, Project Risk Management, Agile Project Management, Agile Methodology, Stakeholder Engagement, Stakeholder Management, Kanban Principles, Project Documentation, Portfolio Management, Product Improvement, Project Planning, Performance Analysis, Team Building, Estimation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    48 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Michigan State University

    Launch Strategy: 5 Steps to Capstone Experience

    Skills you'll gain: Customer Acquisition Management, Business Planning, Entrepreneurship, Business Modeling, Resource Management, Sales Strategy, Plan Execution, New Business Development, Business Strategy, Customer Engagement, Go To Market Strategy, Marketing, Innovation, Fundraising and Crowdsourcing, Budgeting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    131 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    AI in Supply Chain Forecasting and Risk Management

    Skills you'll gain: Supply Chain Management, Supply Chain Planning, Inventory Management System, Supply Chain Systems, Forecasting, Customer Demand Planning, AI Enablement, Supplier Management, Risk Mitigation, Transportation, Supply Chain, and Logistics, Automation, Risk Management, Operational Efficiency

    4.2
    Rating, 4.2 out of 5 stars
    ·
    16 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • AI for Project Managers and Scrum Masters: Coursera
  • Driving Operational Performance: University of Pennsylvania
  • AI for Business: Generation & Prediction: Coursera
  • Master US GAAP: Analyze Foundations & Codification: EDUCBA
  • Réussir une négociation : Stratégies et compétences clés: University of Michigan
  • AI-Powered Software Development Certification: Simplilearn
  • Contratación y mercado digital. Aspectos legales y otras cuestiones de interés: Universitat Autònoma de Barcelona
  • L'investissement à impact : lever ou investir des fonds: ESSEC Business School
  • Professional Responsibility and Ethics for Accountants: University of Illinois Urbana-Champaign
  • Scrum Master Capstone: SkillUp

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