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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.


Popular Financial Planning Courses and Certifications


  • Status: New
    New
    P

    Packt

    Dynamics 365 Business Central Development Quick Start

    Skills you'll gain: Enterprise Resource Planning, Microsoft Power Platform, Microsoft Azure, Development Environment, Application Deployment, Microsoft 365, Docker (Software), Virtual Environment, Software As A Service, Integrated Development Environments, Cloud Deployment, Serverless Computing, Git (Version Control System), Business Development

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Product Management Certification

    Skills you'll gain: New Product Development, Product Management, Product Development, Innovation, Product Lifecycle Management, Product Roadmaps, Usability Testing, Product Planning, Product Strategy, Project Management Life Cycle, Stakeholder Engagement, Stakeholder Management, Competitive Analysis, Product Testing, Business Development, Agile Product Development, Product Requirements, Test Planning, Registration, Leadership

    4.6
    Rating, 4.6 out of 5 stars
    ·
    562 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Operations Analytics

    Skills you'll gain: Descriptive Analytics, Business Analytics, Analytics, Predictive Analytics, Operational Analysis, Business Operations, Data Analysis, Operations Management, Data-Driven Decision-Making, Demand Planning, Forecasting, Simulation and Simulation Software, Business Modeling, Inventory and Warehousing, Process Optimization, Risk Analysis, Excel Formulas, Supply Chain Planning, Decision Making, Strategic Decision-Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    5.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM Project Manager

    Skills you'll gain: Stakeholder Engagement, Agile Software Development, Project Management Life Cycle, Resource Management, Risk Management, Peer Review, Earned Value Management, Stakeholder Management, Agile Methodology, Project Risk Management, Kanban Principles, Project Schedules, Project Management Institute (PMI) Methodology, Project Management, Negotiation, IT Management, Interviewing Skills, Professional Networking, Leadership, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    5.5K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnKartS

    Agile Project Management Frameworks and Methodologies

    Skills you'll gain: Agile Project Management, Agile Software Development, Agile Methodology, Sprint Retrospectives, Project Controls, Project Scoping, Project Management Life Cycle, Sprint Planning, Project Management, Project Documentation, User Story, Scope Management, Change Control, Waterfall Methodology, Lean Methodologies, Prioritization

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Microsoft 365 Copilot for Leaders

    Skills you'll gain: Prompt Engineering, Microsoft Copilot, ChatGPT, Ideation, Verification And Validation, Succession Planning, Microsoft 365, Target Audience, Business Writing, Responsible AI, Generative AI, Microsoft Teams, Leadership, Meeting Facilitation, Organizational Leadership, Productivity Software, Creativity, AI Enablement, Complex Problem Solving, Strategic Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.7K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    B

    Board Infinity

    AI & Automation for Supply Chain Resilience

    Skills you'll gain: Transportation, Supply Chain, and Logistics, Inventory and Warehousing, Supply Chain Management, Business Continuity, Supply Chain Planning, Business Continuity Planning, Crisis Management, Inventory Management System, Forecasting, AI Enablement, Predictive Analytics, Logistics, Data Ethics, Automation, Continuous Monitoring, Logistics Management, Real Time Data, Risk Mitigation, Risk Management, Artificial Intelligence and Machine Learning (AI/ML)

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Web Design for Everybody: Basics of Web Development & Coding

    Skills you'll gain: Wireframing, Responsive Web Design, HTML and CSS, Web Content Accessibility Guidelines, Cascading Style Sheets (CSS), Web Design, Hypertext Markup Language (HTML), Browser Compatibility, Bootstrap (Front-End Framework), Web Design and Development, Javascript, Front-End Web Development, User Interface (UI), Verification And Validation, Web Development, Interactive Design, Usability, Event-Driven Programming, Web Development Tools, Data Structures

    4.7
    Rating, 4.7 out of 5 stars
    ·
    35K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    Intuit

    Liabilities and Equity in Accounting

    Skills you'll gain: Payroll, Payroll Administration, Payroll Processing, Payroll Tax, Sales Tax, Balance Sheet, Accounting, Accounts Payable, Financial Accounting, General Accounting, Equities, Bookkeeping, General Ledger, Mortgage Loans, Loans, Tax Compliance

    4.4
    Rating, 4.4 out of 5 stars
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    781 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Healthcare Business Strategy and New Venture Design

    Skills you'll gain: Business Modeling, Market Analysis, Regulatory Compliance, Innovation, Healthcare Industry Knowledge, Entrepreneurship, Business Strategies, New Business Development, Product Development, Business Planning, Team Leadership, Stakeholder Analysis, Sales Presentations, Business Valuation, Fundraising

    Build toward a degree

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    N

    Northwestern University

    Scaling Operations: Linking Strategy and Execution

    Skills you'll gain: Data-Driven Decision-Making, Strategic Sourcing, Operational Analysis, Operations Management, Business Operations, Capacity Planning, Supply Chain, Competitive Analysis, Strategic Decision-Making, Business Strategy, Supplier Relationship Management, Case Studies, Return On Investment, Planning, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    262 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    T

    The University of Hong Kong

    ESG Essentials: Sustainable Business Strategies

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Business, Business Ethics, Governance, Corporate Sustainability, Sustainable Development, Environment and Resource Management, Business Leadership, Ethical Standards And Conduct, Environmental Issue, Sustainability Reporting, Social Impact, Stakeholder Engagement, Diversity and Inclusion, Finance, Business Development, Climate Change Mitigation

    Beginner · Course · 1 - 3 Months

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

  • Dynamics 365 Business Central Development Quick Start: Packt
  • Product Management Certification: SkillUp
  • Operations Analytics: University of Pennsylvania
  • IBM Project Manager: IBM
  • Agile Project Management Frameworks and Methodologies: LearnKartS
  • Microsoft 365 Copilot for Leaders: Vanderbilt University
  • AI & Automation for Supply Chain Resilience: Board Infinity
  • Web Design for Everybody: Basics of Web Development & Coding: University of Michigan
  • Liabilities and Equity in Accounting: Intuit
  • Healthcare Business Strategy and New Venture Design: University of Illinois Urbana-Champaign

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