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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


  • H

    Harvard Business Review

    Drive Business Results

    Skills you'll gain: Budget Management, Budgeting, Financial Statements, Financial Statement Analysis, Financial Acumen, Stakeholder Engagement, Operating Budget, Financial Analysis, Risk Analysis, Stakeholder Communications, Stakeholder Management, Balance Sheet, Business Risk Management, Risk Mitigation, Market Opportunities, Expense Management, Financial Reporting, Business Development, Return On Investment, Investments

    Intermediate · Course · 1 - 4 Weeks

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

    Microsoft

    Scenario and Root Cause Analysis with Generative AI

    Skills you'll gain: Root Cause Analysis, Risk Modeling, Risk Analysis, Strategic Decision-Making, Analysis, Generative AI, Strategic Thinking, AI Workflows, Risk Management, Data-Driven Decision-Making, Risk Mitigation, Decision Support Systems, Analytical Skills, Correlation Analysis, Anomaly Detection, Responsible AI, Strategic Planning, Scenario Testing, Decision Making

    ★ 4.7 (20) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Getting Started with Asana

    Skills you'll gain: Project Management Software, Project Schedules, Accountability, Project Coordination, Project Management, Management Reporting, Performance Reporting, Collaborative Software, Project Planning, Productivity, User Accounts

    ★ 4.3 (18) · Beginner · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • U

    University of Alberta

    Arctic Development

    Skills you'll gain: Natural Resource Management, Climate Change Adaptation, Environment and Resource Management, Resource Management, Economic Development, Climate Change Programs, Sustainable Development, Community Development, Policy Development, Sustainable Systems, Environmental Issue, Environmental Policy, Case Studies, International Relations, Environmental Science, Socioeconomics

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

    Category: Free
    Free
  • É

    École normale supérieure

    Ecological and Energy Transitions in Southern Countries

    Skills you'll gain: Sustainable Development, Economic Development, Governance, Sustainable Business, Environmental Issue, Socioeconomics, Environment, Natural Resource Management, Climate Change Mitigation, Environment and Resource Management, Climate Change Adaptation, Accounting, Project Finance, Environmental Policy, General Finance, Finance, Advocacy, Economics, Lobbying, Cost Benefit Analysis

    ★ 4.8 (44) · Intermediate · Course · 1 - 3 Months

    Category: Free
    Free
  • K

    Kennesaw State University

    Road to the CISO – Culminating Project Course

    Skills you'll gain: Cyber Governance, Cyber Security Policies, Contingency Planning, Risk Management Framework, Risk Management, Cyber Security Strategy, Security Management, Enterprise Risk Management (ERM), Business Risk Management, Security Strategy, IT Management, Cybersecurity, Governance, Cyber Risk, Information Technology, Cyber Operations, Staff Management, Organizational Leadership, Corporate Strategy, Proposal Development

    ★ 4.8 (37) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • C

    California Institute of the Arts

    Launching Your Freelancing Business

    Skills you'll gain: Service Improvement, Business Process Automation, Process Improvement, Customer experience improvement, Sales Process, Client Services, Prospecting and Qualification, Project Scoping, Operational Efficiency, Presentations, Expectation Management, Business Planning, Brand Strategy, Web Presence, Scope Management, Entrepreneurship, Customer Acquisition Management, Business Development, Branding, Value Propositions

    ★ 4.8 (57) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Apply Technical Analysis & Market Models for Trading

    Skills you'll gain: Technical Analysis, Data Literacy, Financial Trading, Financial Market, Descriptive Statistics, Market Data, Statistics, Portfolio Risk, Statistical Methods, Derivatives, Risk Modeling, Market Analysis, Statistical Analysis, Market Dynamics, Securities Trading, Risk Analysis, Verification And Validation, Securities (Finance), Data Analysis, International Finance

    ★ 4.6 (39) · Beginner · Specialization · 1 - 3 Months

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

    University of Colorado Boulder

    Social Media as a Marketing Tool in Business Communication

    Skills you'll gain: Social Media, Social Media Strategy, Social Media Marketing, Social Media Management, Social Media Campaigns, Social Media Content, Marketing Communications, Target Audience, Strategic Communication, Media Planning, Brand Marketing, Media Strategy, Communication Planning, Media and Communications, Digital Media Strategy, Brand Strategy, Brand Management, Social Media Analytics, Paid media, Content Creation

    ★ 4.9 (8) · Intermediate · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Analyze and Manage Credit Risk in Banking

    Skills you'll gain: Credit Risk, Banking, Lending and Underwriting, Portfolio Risk, Bank Regulations, Commercial Lending, Risk Management, Risk Modeling, Risk Management Framework, Risk Mitigation, Financial Services, Risk Analysis, Investment Banking, Portfolio Management, Financial Analysis, Financial Statement Analysis, Business

    ★ 5 (40) · Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • F

    Fundação Instituto de Administração

    Strategic Sales Management Final Project

    Skills you'll gain: Sales Strategy, Sales Management, Case Studies, Sales Process, Sales Enablement, Market Intelligence, Strategic Marketing, Sales Development, Selling Techniques, Business Analysis, Peer Review

    ★ 4.6 (37) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • C

    Coursera

    AI-Powered Modern Marketing

    Skills you'll gain: Marketing Automation, Marketing Planning, Marketing Analytics, Competitive Analysis, Prompt Engineering, Email Automation, Search Engine Optimization, Generative AI, Key Performance Indicators (KPIs), AI Personalization, Lead Generation, A/B Testing, Content Creation, Web Analytics, Performance Measurement, Data Visualization, Customer Insights, Data-Driven Decision-Making, Digital Marketing, Content Strategy

    Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
1…315316317…612

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

  • Drive Business Results: Harvard Business Review
  • Scenario and Root Cause Analysis with Generative AI: Microsoft
  • Getting Started with Asana: Coursera
  • Arctic Development: University of Alberta
  • Ecological and Energy Transitions in Southern Countries: École normale supérieure
  • Road to the CISO – Culminating Project Course: Kennesaw State University
  • Launching Your Freelancing Business: California Institute of the Arts
  • Apply Technical Analysis & Market Models for Trading: EDUCBA
  • Social Media as a Marketing Tool in Business Communication: University of Colorado Boulder
  • Analyze and Manage Credit Risk in Banking: EDUCBA

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