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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.

Popular Financial Planning Courses and Certifications


  • S

    SkillUp

    Scrum Master Capstone

    Skills you'll gain: User Story, Sprint Retrospectives, Risk Analysis, Sprint Planning, Backlogs, Project Risk Management, Risk Management, Agile Project Management, Risk Mitigation, Agile Product Development, Product Requirements, Agile Methodology, Stakeholder Engagement, Stakeholder Management, Kanban Principles, Project Documentation, Portfolio Management, Project Planning, Performance Analysis, Team Building

    ★ 4.8 (52) · Advanced · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • P

    Packt

    Security and Risk Management

    Skills you'll gain: Business Continuity Planning, Continuous Monitoring, Business Continuity, Security Management, ISO/IEC 27001, Security Controls, Threat Management, Risk Management, Law, Regulation, and Compliance, Risk Analysis, Risk Management Framework, Security Strategy, Business Risk Management, Cyber Risk, Regulation and Legal Compliance, Cyber Governance, Threat Modeling, Governance Risk Management and Compliance, NIST 800-53, Cybersecurity

    ★ 4.8 (81) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • U

    University of Colorado Boulder

    Technology Entrepreneurship

    Skills you'll gain: Entrepreneurial Finance, Business Planning, Design Thinking, Business Modeling, Entrepreneurship, Product Planning, Target Market, Persona Development, Operational Performance Management, Target Audience, Market Opportunities, Systems Thinking, Value Propositions, New Product Development, Financial Statements, Growth Strategies, Business Ethics, Ideation, Engineering Management, Engineering

    ★ 4.4 (58) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • U

    University of Pennsylvania

    企业金融概论(中文版)

    Skills you'll gain: Return On Investment, Capital Budgeting, Finance, Financial Modeling, Corporate Finance, Financial Management, Financial Analysis, Business Valuation, Financial Market, Cash Flows, Cash Flow Forecasting, Financial Forecasting, Securities (Finance)

    ★ 4.6 (49) · Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • M

    Microsoft

    Microsoft Account Manager with Generative AI

    Skills you'll gain: Key Performance Indicators (KPIs), Proposal Development, Account Strategy, Solution Selling, Business Writing, Responsible AI, Regulatory Compliance, Budget Management, Productivity Software, Consultative Approaches, Consultative Selling, Performance Analysis, Customer Relationship Management (CRM) Software, Account Management, Performance Metric, Financial Management, Administrative Support, Sales Process, Content Management, Generative AI

    Advanced · Professional Certificate · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • I

    IE Business School

    El plan de marketing

    Skills you'll gain: Marketing Planning, Marketing Strategies, Strategic Marketing, Marketing Strategy and Techniques, Marketing Effectiveness, Product Planning, Marketing, Marketing Management, Customer Retention, Branding, Communication Planning, Marketing Communications, Brand Strategy, Product Strategy, Business Strategies, Customer Acquisition Management, Marketing Budgets, Market Analysis, Customer Analysis, Competitive Analysis

    ★ 4.7 (162) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • T

    The Hong Kong University of Science and Technology

    Software Engineering: Implementation and Testing

    Skills you'll gain: White-Box Testing, Acceptance Testing, Software Development Methodologies, Configuration Management, Debugging, Systems Development Life Cycle, Software Development Life Cycle, Software Testing, Software Development, Software Engineering, Unified Modeling Language, Software Quality Assurance, Software Configuration Management, User Acceptance Testing (UAT), System Design and Implementation, Change Control, Test Case, Requirements Analysis, Waterfall Methodology, Project Management

    ★ 4.7 (147) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    University of Colorado Boulder

    The Need for Systems Engineering

    Skills you'll gain: Model Based Systems Engineering, Systems Engineering, Requirements Analysis, Test Engineering, Systems Thinking, Systems Architecture, Test Planning, Systems Design, Aerospace Basic Quality System Standards, Systems Analysis, Functional Requirement, Systems Development, Risk Management Framework, System Testing, System Requirements, Verification And Validation, Failure Analysis

    ★ 4.8 (98) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • T

    The State University of New York

    Applied Digital Literacy

    Skills you'll gain: Digital Design, digital literacy, Infographics, Content Creation, Graphic Design, Digital Publishing, Creative Design, Visual Design, Brainstorming, Planning, Information Management, Research, Literacy, Lifelong Learning, Critical Thinking, Investigation, Multimedia, Open Source Technology, Intellectual Property, Document Management

    ★ 4.8 (353) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • T

    Tecnológico de Monterrey

    Innovation and entrepreneurship

    Skills you'll gain: Design Thinking, Innovation, Business Modeling, Creative Problem-Solving, Entrepreneurship, Corporate Strategy, Ideation, Lean Methodologies, Creative Thinking, New Product Development, Open Mindset, Cognitive flexibility, Business Architecture, Creativity, Storytelling, Team Management, Business Strategies, Organizational Strategy, Process Design, Organizational Development

    ★ 4.4 (83) · Advanced · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    University of Colorado Boulder

    Renewable Energy Futures

    Skills you'll gain: Energy and Utilities, Sustainable Technologies, Electric Power Systems, Project Finance, Market Dynamics, Financial Systems, Climate Change Mitigation, Emerging Technologies, Forecasting, Market Trend, Market Opportunities, Cost Reduction

    ★ 4.8 (279) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • K

    Kennesaw State University

    The Define Phase for the 6 σ Black Belt

    Skills you'll gain: Six Sigma Methodology, Lean Six Sigma, Lean Methodologies, Process Analysis, Analysis, Process Improvement, Business Analysis Tools, Project Documentation, Quality Improvement, Customer Insights, Quality Assessment, Customer Analysis, Continuous Quality Improvement (CQI), Quality Management, Project Management, Project Scoping, Project Planning

    ★ 4.3 (115) · Mixed · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
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In summary, here are 10 of our most popular financial planning courses

  • Scrum Master Capstone: SkillUp
  • Security and Risk Management: Packt
  • Technology Entrepreneurship: University of Colorado Boulder
  • 企业金融概论(中文版): University of Pennsylvania
  • Microsoft Account Manager with Generative AI: Microsoft
  • El plan de marketing: IE Business School
  • Software Engineering: Implementation and Testing: The Hong Kong University of Science and Technology
  • The Need for Systems Engineering: University of Colorado Boulder
  • Applied Digital Literacy: The State University of New York
  • Innovation and entrepreneurship: Tecnológico de Monterrey

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