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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: New
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    E

    EDUCBA

    Analyze Capital, Basel, Stress Testing, and Resilience

    Skills you'll gain: Risk Management Framework, Financial Analysis, Financial Regulation, Business Continuity, Financial Systems, Data Management, Financial Controls, Capital Markets

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Management

    Skills you'll gain: Strategic Sourcing, Lean Six Sigma, Lean Manufacturing, Demand Planning, Procurement, Supplier Relationship Management, Forecasting, Lean Methodologies, Process Improvement, Supplier Management, Operations Management, Purchasing, Production Process, Supply Management, Supply Chain, Warehouse Management, Supply Chain Planning, Inventory and Warehousing, Inventory Management System, Logistics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    16K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    D

    Duke University

    Church Administration: Finance

    Skills you'll gain: Financial Reporting, Meeting Facilitation, Accounting, Budgeting, Financial Statements, Financial Analysis, Strategic Leadership, Prioritization, Financial Planning, Time Management, Organizational Strategy, Organizational Skills, Asset Management, Stakeholder Management, Strategic Planning, Business Metrics, Culture, Leadership, Ethical Standards And Conduct, Finance

    4.9
    Rating, 4.9 out of 5 stars
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    45 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
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    C

    Columbia University

    Economics of Money and Banking

    Skills you'll gain: International Finance, Derivatives, Financial Systems, Balance Sheet, Financial Market, Payment Systems, Banking, Capital Markets, Economics, Market Liquidity, Financial Regulation, Finance, Market Dynamics

    4.9
    Rating, 4.9 out of 5 stars
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    1.7K reviews

    Mixed · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Capstone: Applying Project Management in the Real World

    Skills you'll gain: Sprint Retrospectives, Project Management, Quality Management, Milestones (Project Management), Stakeholder Management, Project Implementation, AI Enablement, Project Closure, Interviewing Skills, Project Scoping, Smart Goals, Project Documentation, Project Planning, Stakeholder Analysis, Project Estimation, Communication, Problem Solving

    4.9
    Rating, 4.9 out of 5 stars
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    13K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    V

    Vanderbilt University

    ChatGPT: Master Free AI Tools to Supercharge Productivity

    Skills you'll gain: Prompt Engineering, Retrieval-Augmented Generation, Prompt Patterns, ChatGPT, Generative AI, LLM Application, Productivity, AI Personalization, AI Enablement, OpenAI, Artificial Intelligence, Large Language Modeling, Anthropic Claude, Expense Management, Creativity, Verification And Validation, Travel Arrangements, Communication, Planning, Marketing

    4.8
    Rating, 4.8 out of 5 stars
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    8.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    I

    IBM

    IBM Business Intelligence (BI) Analyst

    Skills you'll gain: Dashboard, Database Design, Data Storytelling, Data Visualization, Presentations, Descriptive Statistics, Extract, Transform, Load, Business Intelligence, Data Visualization Software, IBM DB2, Tableau Software, Relational Databases, Star Schema, IBM Cognos Analytics, Interactive Data Visualization, Microsoft SQL Servers, Regression Analysis, MySQL, Forecasting, Excel Formulas

    4.7
    Rating, 4.7 out of 5 stars
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    16K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
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    E

    EDUCBA

    Advanced Credit, Market & Liquidity Risk Analysis

    Skills you'll gain: Risk Analysis, Lending and Underwriting, Financial Analysis, Financial Market, Commercial Lending, Financial Regulation, Working Capital, Bank Regulations, Portfolio Management, Balance Sheet

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Digital Marketing

    Skills you'll gain: MarTech, Marketing Strategy and Techniques, Online Advertising, Social Media Marketing, Web Analytics and SEO, Customer Insights, Search Engine Optimization, Marketing Automation, Marketing Channel, Content Strategy, Digital Advertising, Performance Analysis, AI Personalization, Consumer Behaviour, Driving engagement, Marketing Planning, Digital Transformation, Data Visualization, Emerging Technologies, Experimentation

    4.7
    Rating, 4.7 out of 5 stars
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    23K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    C

    Coursera

    Accounting: Balance Books & Beyond

    Skills you'll gain: Bookkeeping, Accounting Records, Ledgers (Accounting), General Ledger, Financial Reporting, Balance Sheet, Record Keeping, Income Statement, Financial Statements

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    Project Execution: Running the Project

    Skills you'll gain: Quality Management, Project Closure, Team Management, Project Management, Project Management Life Cycle, Quality Assurance, Team Leadership, Project Controls, Project Implementation, Project Risk Management, Data Storytelling, Project Documentation, Continuous Improvement Process, Stakeholder Communications, Data-Driven Decision-Making, Process Improvement, Risk Management, Meeting Facilitation, Strategic Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    10K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Analyze Financials: Spot Audit Triggers

    Skills you'll gain: Financial Modeling, Cash Flow Forecasting, Business Modeling

    Intermediate · Course · 1 - 4 Weeks

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

  • Analyze Capital, Basel, Stress Testing, and Resilience: EDUCBA
  • Supply Chain Management: Rutgers the State University of New Jersey
  • Church Administration: Finance: Duke University
  • Economics of Money and Banking: Columbia University
  • Capstone: Applying Project Management in the Real World: Google
  • ChatGPT: Master Free AI Tools to Supercharge Productivity: Vanderbilt University
  • IBM Business Intelligence (BI) Analyst: IBM
  • Advanced Credit, Market & Liquidity Risk Analysis: EDUCBA
  • Digital Marketing: University of Illinois Urbana-Champaign
  • Accounting: Balance Books & Beyond: Coursera

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