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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


  • B

    Banco Interamericano de Desarrollo

    Decision Making and Governance of Natural Disaster Risk

    Skills you'll gain: Feasibility Studies, Risk Management, Risk Analysis, Project Risk Management, Governance Risk Management and Compliance, Risk Mitigation, Governance, Disaster Recovery, Key Performance Indicators (KPIs), Financial Analysis, Cost Benefit Analysis, Investment Management, Prioritization, Climate Change Adaptation, Quantitative Research, Decision Making, Public Works, Public Policies

    ★ 4.7 (107) · Advanced · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • U

    University of New Mexico

    Negocios Internacionales II

    Skills you'll gain: Global Marketing, International Finance, International Relations, Intercultural Competence, Business Economics, Organizational Structure, Staff Management, Business Management, Human Resource Management, Market Analysis, Economics, Workforce Management, Cultural Diversity, Business Strategy, Entrepreneurship, Market Dynamics, Business Intelligence, Economic Development

    ★ 4.7 (545) · Mixed · Course · 1 - 3 Months

    Category: Preview
    Preview
  • G

    Google

    Google Project Management

    Skills you'll gain: Backlogs, Quality Management, Project Closure, Cost Management, Project Planning, Scope Management, Team Management, Project Scoping, Management Training And Development, Agile Project Management, Budget Management, Project Risk Management, Milestones (Project Management), Product Roadmaps, Sprint Retrospectives, Resource Management, Project Management Life Cycle, Performance Reporting, Change Management, Project Management

    ★ 4.7 (370) · Beginner · Professional Certificate · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Data Modeling with Power BI: Advanced DAX Calculations

    Skills you'll gain: Data Analysis Expressions (DAX), Power BI, Business Requirements, Financial Data, Data Modeling, Financial Analysis, Data Visualization Software, Time Series Analysis and Forecasting, Data Visualization, Data Import/Export

    ★ 4.5 (20) · Intermediate · Guided Project · Less Than 2 Hours

  • E

    EDUCBA

    Complete Insurance Underwriting & Risk Management

    Skills you'll gain: Claims Processing, Insurance, Underwriting, Insurance and Warranty Claims Processing, Insurance Policies, Regulatory Compliance, Risk Management, Regulatory Requirements, Law, Regulation, and Compliance, Lending and Underwriting, Compliance Management, Risk Analysis, Actuarial Science, Governance, Risk Management Framework, Financial Services, Compliance Training, Operational Risk, Risk Modeling, Business

    ★ 5 (39) · Beginner · Specialization · 3 - 6 Months

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

    Coursera

    Design and Develop a Website using Figma and CSS

    Skills you'll gain: Figma (Design Software), Front-End Web Development, Web Design and Development, Web Design, Prototyping, HTML and CSS, Web Development, Design Software, Hypertext Markup Language (HTML), Design, Cascading Style Sheets (CSS)

    ★ 4.6 (118) · Intermediate · Guided Project · Less Than 2 Hours

    Status: Free Trial
    Free Trial
  • A

    American Council on Exercise

    ACE Health Coach

    Skills you'll gain: Health And Wellness Coaching, Mindfulness, Chronic Diseases, Stress Management, Nutrition Education, Coaching, Social Determinants Of Health, Patient-centered Care, Cognitive Behavioral Therapy, Overcoming Obstacles, Motivational Interviewing, Mental and Behavioral Health, Nutrition and Diet, Exercise Science, Ethical Standards And Conduct, Behavior-Driven Development, Client Support, Goal Setting, Smart Goals, Diversity and Inclusion

    ★ 4.5 (21) · Beginner · Professional Certificate · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Microsoft Project for Beginners: Create Simple Project Plans

    Skills you'll gain: Microsoft Project, Timelines, Project Schedules, Scheduling, Data Visualization, Project Management Software, Workflow Management, Dependency Analysis, Project Management, Project Planning

    ★ 4 (36) · Beginner · Guided Project · Less Than 2 Hours

    Status: Free Trial
    Free Trial
  • M

    Microsoft

    Cybersecurity Solutions and Microsoft Defender

    Skills you'll gain: Security Information and Event Management (SIEM), Cloud Security, Azure Active Directory, Threat Detection, Microsoft Azure, Cyber Security Policies, Threat Management, Identity and Access Management, Security Controls, Endpoint Security, Endpoint Detection and Response, Cyber Attacks, Distributed Denial-Of-Service (DDoS) Attacks, Malware Protection, Computer Security Incident Management, Firewall, Incident Response, Event Management

    ★ 4.6 (173) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • S

    Starweaver

    Foundations of Hotel Budgeting and Forecasting

    Skills you'll gain: Advanced Analytics, Budget Management, Hotel And Restaurant Management, Hospitality Management, Budgeting, Financial Forecasting, Hospitality, Variance Analysis, Forecasting, Hotel Operations, Operating Budget, Corporate Sustainability, Revenue Management, Sustainable Business, Financial Analysis, Performance Analysis, Sustainability Reporting, Analysis, Performance Metric, Strategic Decision-Making

    ★ 5 (7) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    University of California, Davis

    Annual Campaigns: Building a Case for Support

    Skills you'll gain: Fundraising, Fundraising and Crowdsourcing, Campaign Management, Direct Marketing, Advertising Mail, Campaign Planning, Data-Driven Marketing, Target Audience, Email Marketing, Telemarketing, Events and Conferences, Event Planning, Relationship Building, Customer Engagement, Cross-Channel Marketing, Telephone Skills

    ★ 4.2 (52) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • G

    Google Cloud

    Cloud Security Risks: Identify and Protect Against Threats

    Skills you'll gain: Cloud Security, Threat Management, Vulnerability Management, Identity and Access Management, Data Security, Cloud-Native Computing, Infrastructure as Code (IaC), Authentications, Cloud Computing, Vulnerability Assessments, Cyber Attacks, Multi-Factor Authentication, Data Governance, Key Management, Security Management, Authorization (Computing), Containerization, Network Analysis

    ★ 4.4 (47) · Beginner · Course · 1 - 4 Weeks

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

  • Decision Making and Governance of Natural Disaster Risk: Banco Interamericano de Desarrollo
  • Negocios Internacionales II: University of New Mexico
  • Google Project Management: Google
  • Data Modeling with Power BI: Advanced DAX Calculations: Coursera
  • Complete Insurance Underwriting & Risk Management: EDUCBA
  • Design and Develop a Website using Figma and CSS: Coursera
  • ACE Health Coach: American Council on Exercise
  • Microsoft Project for Beginners: Create Simple Project Plans: Coursera
  • Cybersecurity Solutions and Microsoft Defender: Microsoft
  • Foundations of Hotel Budgeting and Forecasting: Starweaver

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