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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


  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    商务基础 (中文版)

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Operations Management, Return On Investment, Financial Accounting, Financial Reporting, Process Analysis, Income Statement, Operational Efficiency, Business Operations, Capital Budgeting, Marketing, Cash Flows, Finance, Financial Acumen, Production Management, Strategic Marketing, Marketing Strategies, Financial Modeling, Business Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    341 reviews

    Beginner · Specialization · 3 - 6 Months

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    N

    Northeastern University

    Agile Software Development Part 2

    Skills you'll gain: Agile Software Development, Agile Methodology, Scaled Agile Framework, Agile Project Management, Conflict Management, Leadership, Sprint Planning, Scrum (Software Development), Project Planning, Team Building, Software Development Life Cycle, Prioritization, Backlogs, Sprint Retrospectives, Kanban Principles, User Story, Lean Methodologies, Communication, Continuous Improvement Process

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Build a Full Website using WordPress

    Skills you'll gain: WordPress, Content Management Systems, Web Content, Web Design and Development, Web Design, Web Development, Blogs, Social Media, Content Management, Marketing, Design, Computer Science

    4.4
    Rating, 4.4 out of 5 stars
    ·
    4.3K reviews

    Advanced · Guided Project · Less Than 2 Hours

  • Status: New
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    J

    Johns Hopkins University

    Business Analytics with Excel: Intermediate to Advanced

    Skills you'll gain: Operations Research, Network Model, Excel Macros, Strategic Decision-Making, Microsoft Excel, Process Optimization, Transportation, Supply Chain, and Logistics, Transportation Operations, Operational Analysis, Business Modeling, Business Analytics, Financial Modeling

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    D

    Duke University

    AI for Productivity

    Skills you'll gain: Responsible AI, Adobe Firefly, Productivity Software, AI Workflows, Generative AI, Productivity, Writing, Artificial Intelligence, Gemini, Microsoft Copilot, Unstructured Data, Prompt Engineering, Administrative Support, ChatGPT, Data Analysis, Text Mining, Operational Efficiency, Project Schedules, Media Production

    4.8
    Rating, 4.8 out of 5 stars
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    12 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    A

    Alex Genadinik

    Start An Online Business And Generate Passive Income

    Skills you'll gain: Strategic Partnership, Vibe coding, Email Automation, Brand Strategy, Branding, Generative AI Agents, Contract Negotiation, AI Workflows, Closing (Sales), Entrepreneurship, Negotiation, Order Management, Blogs, Product Knowledge, Selling Techniques, Content Creation, E-Commerce, Order Fulfillment, Agentic systems, Logistics Management

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    C

    Copenhagen Business School

    Strategic Management

    Skills you'll gain: Strategic Thinking, Business Strategy, Business Strategies, Strategic Decision-Making, Strategic Planning, Strategic Leadership, Business Transformation, Technology Strategies, Competitive Analysis, Global Marketing, Case Studies, Market Dynamics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.6K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    McMaster University

    Finance for Everyone

    Skills you'll gain: Peer Review, Finance, Financial Market, Financial Analysis, Cash Flows, Financial Modeling, Capital Markets, Investments, Derivatives, Business Valuation, Financial Policy, Financial Data, Equities, Project Design, Market Dynamics, Risk Management, Business Mathematics, Market Trend, Credit Risk, Project Documentation

    4.7
    Rating, 4.7 out of 5 stars
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    1.4K reviews

    Beginner · Specialization · 3 - 6 Months

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    C

    Coursera

    Getting Started with ALM in Azure DevOps

    Skills you'll gain: Azure DevOps Pipelines, Azure DevOps, Application Lifecycle Management, Agile Project Management, CI/CD, Continuous Deployment, Continuous Integration, Infrastructure as Code (IaC), Version Control, Agile Methodology, DevOps, Test Automation, Sprint Planning, Release Management, User Story, Software Quality Assurance

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Managing Project Risks and Changes

    Skills you'll gain: Project Performance, Communication Planning, Change Control, Project Management, Risk Analysis, Risk Management, Scope Management, Change Management, Project Documentation, Project Closure, Stakeholder Communications

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.3K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Leverage Data Science for a More Agile Supply Chain

    Skills you'll gain: Supply Chain Planning, Demand Planning, Customer Demand Planning, Inventory Control, Inventory Management, Supply Chain Management, Supply Chain, Inventory Accounting, Capacity Planning, Production Planning, Materials Management, Inventory Management System, Process Optimization, Forecasting, Operations Management, Operations Research, Resource Allocation, Capacity Management, Microsoft Excel, Performance Measurement

    4.5
    Rating, 4.5 out of 5 stars
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    555 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
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    Status: Free Trial
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    C

    Coursera

    Automate AI Lead Nurturing & CLV Analysis

    Skills you'll gain: Email Automation, Marketing Automation, Marketing Strategies, Customer Analysis, Marketing Analytics, Lead Generation, Data-Driven Decision-Making, Customer Insights, Marketing, Data Storytelling, Strategic Marketing, Business Analytics, Business Metrics, AI Personalization, Data Analysis, Analytics, Advanced Analytics, Financial Forecasting, Automation, Revenue Forecasting

    Beginner · Course · 1 - 4 Weeks

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

  • 商务基础 (中文版): University of Pennsylvania
  • Agile Software Development Part 2: Northeastern University
  • Build a Full Website using WordPress: Coursera
  • Business Analytics with Excel: Intermediate to Advanced: Johns Hopkins University
  • AI for Productivity: Duke University
  • Start An Online Business And Generate Passive Income: Alex Genadinik
  • Strategic Management: Copenhagen Business School
  • Finance for Everyone: McMaster University
  • Getting Started with ALM in Azure DevOps: Coursera
  • Managing Project Risks and Changes: University of California, Irvine

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