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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


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    Vanderbilt University

    Leading Innovation in Arts and Culture

    Skills you'll gain: Innovation, Thought Leadership, Leadership, Organizational Strategy, Culture Transformation, Creativity, Organizational Change, Risk Management, Business Strategies, Technology Solutions, Competitive Analysis, Case Studies

    4.3
    Rating, 4.3 out of 5 stars
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    70 reviews

    Mixed · Course · 1 - 3 Months

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    AI Business School

    Introduction to AI for finance professionals

    Skills you'll gain: Prompt Engineering, Responsible AI, Risk Management, AI Security, Generative AI, AI Enablement, Artificial Intelligence, Financial Services, LLM Application, AI Workflows, Finance, Automation

    4.3
    Rating, 4.3 out of 5 stars
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    24 reviews

    Beginner · Course · 1 - 4 Weeks

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    Shanghai Jiao Tong University

    Discrete Mathematics

    Skills you'll gain: Combinatorics, Graph Theory, Theoretical Computer Science, Mathematical Theory & Analysis, Advanced Mathematics, Network Analysis, Computational Thinking, Algorithms, Data Structures, Computer Science

    3.3
    Rating, 3.3 out of 5 stars
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    202 reviews

    Intermediate · Course · 1 - 3 Months

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    New York Institute of Finance

    Supply Chain Finance Market and Fintech Ecosystem

    Skills you'll gain: Financial Market, Market Opportunities, Market Trend, Market Dynamics, Market Analysis, Risk Modeling, Supply Chain, FinTech, Financial Services, Finance, Investments, Stakeholder Analysis

    4.5
    Rating, 4.5 out of 5 stars
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    74 reviews

    Intermediate · Course · 1 - 4 Weeks

  • P

    Packt

    Certified Information Security Manager (CISM)

    Skills you'll gain: Security Management, Vulnerability Assessments, Threat Management, IT Management, Security Strategy, Cyber Governance, Risk Management Framework, Security Controls, Cyber Risk, Security Awareness, Disaster Recovery

    4.5
    Rating, 4.5 out of 5 stars
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    25 reviews

    Intermediate · Course · 1 - 4 Weeks

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    Simplilearn

    Agile and Project Management Mastery for Scrum Leaders

    Skills you'll gain: User Story, Project Management, Risk Management, Kanban Principles, Project Planning, Agile Project Management, Agile Software Development, Cost Management, Project Management Office (PMO), Backlogs, Scaled Agile Framework, Agile Methodology, Scope Management, Team Leadership, Project Estimation, Earned Value Management, Requirements Management, Sprint Planning, Organizational Structure, Sprint Retrospectives

    4.8
    Rating, 4.8 out of 5 stars
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    11 reviews

    Beginner · Specialization · 1 - 3 Months

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    University of Michigan

    Becoming a Social Entrepreneur: Getting Started

    Skills you'll gain: Social Impact, Entrepreneurship, Systems Thinking, Problem Solving, Needs Assessment, Self-Awareness, Case Studies, Empathy, Resilience, Cultural Responsiveness

    4.7
    Rating, 4.7 out of 5 stars
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    78 reviews

    Beginner · Course · 1 - 3 Months

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    ESSEC Business School

    L'investissement à impact : les fondamentaux

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Social Impact, Sustainable Development, Investments, Governance, Entrepreneurship, Sustainable Business, Financial Services, Due Diligence, Stakeholder Engagement, Fundraising

    4.6
    Rating, 4.6 out of 5 stars
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    218 reviews

    Beginner · Course · 1 - 4 Weeks

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    The University of North Carolina at Chapel Hill

    What’s Your Big Idea?

    Skills you'll gain: Ideation, Innovation, User Feedback, Business Strategy, Creative Thinking, Product Development, Entrepreneurship, Competitive Analysis, Resource Management, Presentations, Customer Insights

    4.6
    Rating, 4.6 out of 5 stars
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    168 reviews

    Mixed · Course · 1 - 3 Months

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    Corporate Finance Institute

    Fundamentals of Data Analysis in Excel

    Skills you'll gain: Microsoft Excel, Pivot Tables And Charts, Spreadsheet Software, Dashboard, Data Transformation, Data Analysis, Excel Formulas, Data Visualization Software, Data Presentation, Data Manipulation, Business Intelligence, Data Cleansing

    4.8
    Rating, 4.8 out of 5 stars
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    87 reviews

    Beginner · Course · 1 - 3 Months

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    SAP

    Strategic Analysis and Solution Design

    Skills you'll gain: Risk Analysis, Risk Management, Business Risk Management, Enterprise Risk Management (ERM), Business Analysis, Portfolio Management, Solution Design, Project Implementation, Solution Architecture, Business Solutions, Business Strategy, Cost Benefit Analysis, Change Management, Systems Integration

    4.7
    Rating, 4.7 out of 5 stars
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    30 reviews

    Beginner · Course · 1 - 4 Weeks

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    Corporate Finance Institute

    Introduction to ESG

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Corporate Sustainability, Sustainable Business, Compliance Management, Business Risk Management, Business Intelligence, Stakeholder Analysis, Environmental Issue, Corporate Strategy, Governance, Performance Analysis, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
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    190 reviews

    Beginner · Course · 1 - 3 Months

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

  • Leading Innovation in Arts and Culture: Vanderbilt University
  • Introduction to AI for finance professionals: AI Business School
  • Discrete Mathematics: Shanghai Jiao Tong University
  • Supply Chain Finance Market and Fintech Ecosystem: New York Institute of Finance
  • Certified Information Security Manager (CISM): Packt
  • Agile and Project Management Mastery for Scrum Leaders: Simplilearn
  • Becoming a Social Entrepreneur: Getting Started: University of Michigan
  • L'investissement à impact : les fondamentaux: ESSEC Business School
  • What’s Your Big Idea?: The University of North Carolina at Chapel Hill
  • Fundamentals of Data Analysis in Excel: Corporate Finance Institute

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