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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


  • Y

    Yunus Social Business Fund Bengaluru

    Strategy and Finance for the lifecycle of a Social Business

    Skills you'll gain: Cash Flows, Financial Market, Cash Flow Forecasting, Financial Analysis, Stakeholder Management, Social Impact, Business Valuation, Risk Analysis, Decision Making, Return On Investment, Stakeholder Engagement, Finance, Risk Management Framework, Strategic Decision-Making, Sustainable Development, Cost Benefit Analysis, Financial Acumen, Capital Markets, Portfolio Risk, Economics

    ★ 4.7 (38) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • L

    LearnKartS

    Models, Methods, and Artifacts

    Skills you'll gain: Project Management, Team Performance Management, Leadership and Management, Project Management Institute (PMI) Methodology, Project Estimation, Team Management, Project Implementation, Team Leadership, People Development, Project Performance, Leadership, Analysis

    ★ 4.5 (62) · Advanced · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • S

    Salesforce

    Boosting Productivity through the Tech Stack

    Skills you'll gain: Customer Relationship Management, Customer Relationship Management (CRM) Software, Salesforce, Sales Prospecting, Sales Development, Sales Enablement, Prospecting and Qualification, Campaign Management, Cross-Channel Marketing, Inside Sales, Business Software, Sales, Sales Strategy, Sales Pipelines, Campaign Planning, Social Media Campaigns, LinkedIn, Sales Operations, Sales Process, Productivity Software

    ★ 4.3 (39) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    University of California, Davis

    Planned Giving

    Skills you'll gain: Fundraising, Gift Accounting, Fundraising and Crowdsourcing, Philanthropy, Tax Planning, Marketing Planning, Customer Relationship Building, Developing Training Materials, Tax Management, Accounting and Finance Software, Income Tax, Marketing Strategies, Relationship Building, Estate Planning, Benefits Administration, Tax Compliance, Marketing Materials, Administration, Policy Development, Tax

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

    Status: Free Trial
    Free Trial
  • U

    Universidad Austral

    Gestión innovadora: transformando instituciones educativas

    Skills you'll gain: Curriculum Planning, Student-Centred Learning, Education Software and Technology, Innovation, Curriculum Development, Pedagogy, Organizational Leadership, Culture Transformation, Digital pedagogy, Organizational Development, Management Training And Development, Strategic Leadership, Organizational Change, Leadership, Learning Styles, Team Building, Team Collaboration

    ★ 4.8 (31) · Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • I

    Interactive Brokers

    Introduction to Growth Investing

    Skills you'll gain: Growth Strategies, Business Valuation, Gross Profit, Investments, Competitive Analysis, Financial Statement Analysis, Financial Analysis, Business Metrics, Income Statement, Investment Management, Portfolio Risk, Market Trend, Market Dynamics, Market Opportunities, Financial Forecasting, Risk Management

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

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Risk Management & Insurance Fundamentals

    Skills you'll gain: Insurance, Insurance Policies, Underwriting, Insurance and Warranty Claims Processing, Risk Management, Governance, Regulatory Compliance, Compliance Management, Financial Services, Financial Regulation, Risk Analysis, Emerging Technologies, Innovation, Digital Transformation

    ★ 4.9 (15) · Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • T

    The University of Edinburgh

    Learning for a Sustainable Future: Live at COP29

    Skills you'll gain: Sustainable Development, Cooperation, Discussion Facilitation, Collaboration, Environmental Issue, Community Development, Creative Thinking, Climate Change Programs, Cultural Responsiveness, Community Outreach, Climate Change Adaptation, Environmental Policy, Advocacy, Climate Change Mitigation, Education and Training, Diplomacy, Coordination

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

    Category: Preview
    Preview
  • C

    Coursera

    Wireshark for Beginners: TCP IP Protocol Fundamentals

    Skills you'll gain: TCP/IP, Network Protocols, Network Monitoring, OSI Models, Network Troubleshooting, Network Security, Web Servers, Network Analysis

    ★ 4.4 (34) · Beginner · Guided Project · Less Than 2 Hours

  • G

    Google Cloud

    Networking in Google Cloud: Network Architecture

    Skills you'll gain: Network Architecture, Network Planning And Design, Virtual Networking, Network Infrastructure, Google Cloud Platform, General Networking, Network Routing, Computer Networking, Cloud Infrastructure, Network Security, Network Troubleshooting, Security Requirements Analysis, Network Model, Network Analysis, Firewall, Load Balancing, Hybrid Cloud Computing, Scalability

    ★ 4.8 (9) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • I

    Infosec

    Technical Deep Dive with Incident Response Tools

    Skills you'll gain: Incident Response, Computer Security Incident Management, Endpoint Detection and Response, Cyber Threat Intelligence, Intrusion Detection and Prevention, Threat Detection, Cyber Attacks, Cybersecurity, Network Security, Digital Forensics, Network Monitoring, Data Security, Network Analysis, Exploitation techniques, Malware Protection, Memory Management

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

    Status: Free Trial
    Free Trial
  • S

    Starweaver

    Procurement for Governments

    Skills you'll gain: Procurement, Strategic Sourcing, Legal Risk, Public Administration, Governance, Digital Transformation, Risk Management, Risk Mitigation, Sustainable Development, Business Ethics, Public Policies, Risk Analysis, Compliance Management, Mitigation, Ethical Standards And Conduct, Law, Regulation, and Compliance, Fraud detection, Regulatory Compliance, Stakeholder Engagement

    ★ 4.8 (24) · Intermediate · Course · 1 - 4 Weeks

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

  • Strategy and Finance for the lifecycle of a Social Business: Yunus Social Business Fund Bengaluru
  • Models, Methods, and Artifacts: LearnKartS
  • Boosting Productivity through the Tech Stack: Salesforce
  • Planned Giving: University of California, Davis
  • Gestión innovadora: transformando instituciones educativas: Universidad Austral
  • Introduction to Growth Investing: Interactive Brokers
  • Risk Management & Insurance Fundamentals: EDUCBA
  • Learning for a Sustainable Future: Live at COP29: The University of Edinburgh
  • Wireshark for Beginners: TCP IP Protocol Fundamentals: Coursera
  • Networking in Google Cloud: Network Architecture: Google Cloud

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