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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


  • C

    Coursera

    Building a Business Case Template in Power Point

    Skills you'll gain: Microsoft PowerPoint, Presentations, Sales Presentations, Business Planning, Proposal Development, Fundraising, Financial Acumen, Business Communication, Entrepreneurship

    4.6
    Rating, 4.6 out of 5 stars
    ·
    36 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Agile and Hybrid Approaches in a Project Environment

    Skills you'll gain: Agile Methodology, Agile Project Management, Project Management Life Cycle, Kanban Principles, Project Management Institute (PMI) Methodology, Project Management, Sprint Planning, Performance Measurement, Lean Methodologies, Continuous Improvement Process, Risk Management, Team Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    41 reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Hedge Funds Mastery: Strategies, Risk & Accounting

    Skills you'll gain: Hedge Accounting, Derivatives, Private Equity, Portfolio Risk, Risk Modeling, Loans, Risk Management Framework, Regression Analysis, Accounting, Fund Accounting, Risk Analysis, Investment Management, Financial Reporting, Financial Accounting, Equities, Generally Accepted Accounting Principles (GAAP), Performance Measurement, Portfolio Management, Performance Analysis, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    25 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Implementing a Patient Safety or Quality Improvement Project (Patient Safety V)

    Skills you'll gain: Patient Safety, Institutional Review Board (IRB), Healthcare Project Management, Safety Standards, Patient Education and Support, Intensive Care Unit, Continuous Quality Improvement (CQI), Risk Management, Infection Control, Teamwork

    4.8
    Rating, 4.8 out of 5 stars
    ·
    101 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    ASQ-Certified Six Sigma Green Belt (CSSGB) Exam Prep

    Skills you'll gain: Exploratory Data Analysis, Statistical Process Controls, Six Sigma Methodology, Lean Methodologies, Statistical Hypothesis Testing, Process Capability, Statistical Analysis, Data Analysis, Continuous Improvement Process, Project Management, Project Planning, Statistics, Work Breakdown Structure, Lean Six Sigma, Operational Excellence, Data Collection, Process Improvement, Stakeholder Management, Quality Improvement, Quality Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    58 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    S

    Starweaver

    Credit Risk Analysis and Underwriting

    Skills you'll gain: Credit Risk, Lending and Underwriting, Underwriting, Risk Analysis, Risk Management, Business Risk Management, Case Studies, Financial Analysis, Financial Statement Analysis, Corporate Finance, Financial Modeling, Stakeholder Communications, Cash Flows

    4.3
    Rating, 4.3 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentals of Management, with Goldman Sachs 10,000 Women

    Skills you'll gain: Human Resources Management and Planning, Employee Performance Management, Performance Management, Growth Strategies, Delegation Skills, Business Management, People Management, Subcontracting, Recruitment, Employee Training, Organizational Structure, Organizational Strategy, Leadership, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    611 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Sustainable Design Practices in Building Design

    Skills you'll gain: Sustainable Architecture, Waste Minimization, Sustainable Technologies, Environmental Engineering, Construction, Water Sustainability, Sustainable Design, Construction Management, Environment and Resource Management, Water Resource Management, Energy and Utilities, Building Codes, Building Design, Sustainability Standards, Environmental Management Systems, Sustainable Development, HVAC, Stormwater Management, Architectural Engineering, Thermal Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    82 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    Open Data and Intelligent Finance

    Skills you'll gain: Financial Inclusion, Responsible AI, Data Ethics, Data Governance, FinTech, Financial Data, AI Personalization, Mobile Banking, Data Sharing, Financial Regulation, Payment Systems, Financial Services, Open Source Technology, Finance, Business Ethics, Human Centered Design, Interoperability, Real Time Data, Product Design, Application Programming Interface (API)

    4.8
    Rating, 4.8 out of 5 stars
    ·
    25 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    LearnKartS

    Project Management Principles,Performance Domains,Tailoring

    Skills you'll gain: Stakeholder Engagement, Adaptability, Stakeholder Management, Project Management, Project Management Life Cycle, Project Portfolio Management, Agile Project Management, Project Performance, Team Performance Management, Team Management, Quality Improvement, Process Improvement, Project Planning, Risk Management, Change Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    43 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of London

    Responsive Website Development and Design Capstone

    Skills you'll gain: User Experience Design, Wireframing, Application Design, Technical Communication, Prototyping, Web Development, User Research, Usability Testing, Responsive Web Design, Version Control, Brainstorming, Project Planning, Application Programming Interface (API), Javascript, MongoDB

    4.6
    Rating, 4.6 out of 5 stars
    ·
    65 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Cybersecurity Foundations for Risk Management

    Skills you'll gain: Cyber Governance, Vulnerability Management, Cyber Attacks, Cybersecurity, Cyber Risk, Threat Management, Cyber Threat Intelligence, Security Management, Vulnerability Assessments, Threat Detection, Cyber Security Strategy, Risk Management, Security Awareness, Information Systems Security, Cyber Operations, Incident Response, Network Security, Risk Analysis, Asset Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    134 reviews

    Beginner · Course · 1 - 3 Months

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

  • Building a Business Case Template in Power Point: Coursera
  • Agile and Hybrid Approaches in a Project Environment: Microsoft
  • Hedge Funds Mastery: Strategies, Risk & Accounting: EDUCBA
  • Implementing a Patient Safety or Quality Improvement Project (Patient Safety V): Johns Hopkins University
  • ASQ-Certified Six Sigma Green Belt (CSSGB) Exam Prep: SkillUp
  • Credit Risk Analysis and Underwriting: Starweaver
  • Fundamentals of Management, with Goldman Sachs 10,000 Women: Goldman Sachs
  • Sustainable Design Practices in Building Design: L&T EduTech
  • Open Data and Intelligent Finance: Saïd Business School, University of Oxford
  • Project Management Principles,Performance Domains,Tailoring: LearnKartS

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