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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: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Introduction to Spreadsheets and Models

    Skills you'll gain: Spreadsheet Software, Financial Modeling, Regression Analysis, Excel Formulas, Business Modeling, Simulation and Simulation Software, Operations Research, Microsoft Excel, Google Sheets, Probability Distribution, Analysis, Forecasting, Predictive Analytics, Risk Analysis, Statistical Methods, Data Analysis Software, Process Optimization, Decision Tree Learning

    4.2
    Rating, 4.2 out of 5 stars
    ·
    3.9K reviews

    Mixed · Course · 1 - 4 Weeks

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

    Coursera

    Reconcile Accounts & QuickBooks Integrity

    Skills you'll gain: Reconciliation, QuickBooks (Accounting Software), Ledgers (Accounting), Accounting Records, Audit Working Papers, General Ledger, Auditing, Bookkeeping, Standard Accounting Practices, Accounts Payable, Workflow Management, Accounting Software, Document Management, Data Integrity, Accounting Systems, Record Keeping, Accounts Payable and Receivable, Accounts Receivable, Transaction Processing, Billing & Invoicing

    Beginner · Course · 1 - 4 Weeks

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

    Scrum Alliance

    Get Started with AI Prompt Engineering

    Skills you'll gain: Prompt Engineering, Responsible AI, Prompt Engineering Tools, AI Workflows, AI Enablement, AI Product Strategy, Scaled Agile Framework, Artificial Intelligence, Agile Methodology, Generative AI, Kanban Principles

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    ESG Risks and Opportunities

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Risk Analysis, Risk Management, Case Studies, Stakeholder Engagement, Business Risk Management, Stakeholder Management, Corporate Sustainability, Investment Management, Portfolio Management, Environmental Management Systems, Investments, Financial Analysis, Sustainable Business, Governance, Performance Measurement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    780 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    DeepLearning.AI

    AI for Medicine

    Skills you'll gain: Model Evaluation, Deep Learning, Statistical Analysis, Clinical Trials, Data Preprocessing, Risk Modeling, Treatment Planning, Data Analysis, Convolutional Neural Networks, Decision Tree Learning, Predictive Modeling, Feature Engineering, Patient Treatment, Image Analysis, Applied Machine Learning, AI Personalization, Diagnostic Radiology, Machine Learning, Random Forest Algorithm, Forecasting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.4K reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    Beginner's Guide to Business Presentations and PowerPoint

    Skills you'll gain: Sales Presentations, Business Communication, Data Visualization

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    I

    Infosec

    OT/ICS Certified Security Professional Prep

    Skills you'll gain: Hardening, Incident Response, Vulnerability Assessments, Security Strategy, Security Controls, Computer Security Incident Management, Infrastructure Security, Security Testing, Control Systems, Information Systems Security, Continuous Monitoring, Penetration Testing, Cyber Security Strategy, Cyber Attacks, Risk Analysis, Operational Risk, Data Security, Risk Management Framework, Risk Management, Operational Databases

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Corporate Finance II: Financing Investments and Managing Risk

    Skills you'll gain: Credit Risk, Corporate Finance, Mergers & Acquisitions, Financial Management, Risk Management, Financial Market, Equities, Derivatives, Private Equity, Financial Analysis, Capital Budgeting, Governance

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    891 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    Software Engineering

    Skills you'll gain: Software Design Patterns, Requirements Analysis, White-Box Testing, Software Architecture, Acceptance Testing, Software Development Methodologies, Unified Modeling Language, Software Development Life Cycle, Configuration Management, Debugging, Software Design, Process Driven Development, Software Engineering, Software Testing, Object Oriented Design, Functional Requirement, Data Modeling, Systems Design, Project Management, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    616 reviews

    Intermediate · Specialization · 3 - 6 Months

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

    Coursera

    CHRO Excellence: Transforming HR Teams

    Skills you'll gain: Culture Transformation, Human Resource Strategy, Human Capital, Organizational Change, Diversity and Inclusion, Strategic Leadership, Talent Management, Business Transformation, Change Management, Workforce Planning, Organizational Effectiveness, Data-Driven Decision-Making, Predictive Analytics, Strategic Partnership

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Macquarie University

    Validate New Ideas for Startups

    Skills you'll gain: Value Propositions, Market Research, Entrepreneurship, User Research, Customer Insights, New Product Development, Competitive Analysis, Data-Driven Decision-Making, Fundraising and Crowdsourcing, Presentations, Business Modeling, Innovation, Business Development, Strategic Partnership, Professional Networking

    Beginner · Course · 1 - 3 Months

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

    EDUCBA

    Analyze and Design AI-Driven Performance Management Systems

    Skills you'll gain: Human Resources Management and Planning, Employee Coaching, Performance Metric, Artificial Intelligence, Change Management, Business Ethics, Return On Investment, Goal Setting

    Beginner · Course · 1 - 4 Weeks

1…929394…419

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

  • Introduction to Spreadsheets and Models: University of Pennsylvania
  • Reconcile Accounts & QuickBooks Integrity: Coursera
  • Get Started with AI Prompt Engineering: Scrum Alliance
  • ESG Risks and Opportunities: University of Pennsylvania
  • AI for Medicine: DeepLearning.AI
  • Beginner's Guide to Business Presentations and PowerPoint: Packt
  • OT/ICS Certified Security Professional Prep: Infosec
  • Corporate Finance II: Financing Investments and Managing Risk: University of Illinois Urbana-Champaign
  • Software Engineering: The Hong Kong University of Science and Technology
  • CHRO Excellence: Transforming HR Teams: Coursera

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