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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


  • P

    Packt

    Strategic Impact: A Leader's Planning Framework

    Skills you'll gain: Strategic Communication, Strategic Leadership, Communication Planning, Drive Engagement, Strategic Planning, Business Planning, Internal Communications, Performance Measurement, Communication Strategies, Employee Engagement, Organizational Strategy, Key Performance Indicators (KPIs), Plan Execution, Meeting Facilitation, Performance Metric, Dashboard, Business Strategy, Leadership Development, Team Building, Teamwork

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Planning, HUDs, and Spawners in GameMaker

    Skills you'll gain: Video Game Development, Game Design, Unity Engine, Unreal Engine, Program Development, No-Code Development, User Interface (UI)

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Lesson Planning with the ELL in Mind

    Skills you'll gain: Lesson Planning, Language Competency, English Language, Curriculum Planning, Pedagogy, Instructional and Curriculum Design, Language Learning, Student Engagement, Multilingualism, Learning Theory, Grammar, Vocabulary

    4.7
    Rating, 4.7 out of 5 stars
    ·
    203 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Best Practices in Planning DE&I Interventions

    Skills you'll gain: Diversity Equity and Inclusion Initiatives, Diversity Programs, Diversity Training, Human Resource Strategy, Employee Retention, Diversity and Inclusion, Human Resources Management and Planning, Talent Recruitment, Human Resources, Workplace inclusivity, Employee Training, Recruitment Strategies, Business Planning, Workforce Development, Organizational Effectiveness, Training Programs, Talent Acquisition, Recruitment, Human Resource Policies, Stakeholder Engagement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    61 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Master Project Planning, Scheduling & Risk Management

    Skills you'll gain: Stakeholder Management, Cost Management, Stakeholder Engagement, Work Breakdown Structure, Stakeholder Communications, Project Schedules, Cost Estimation, Stakeholder Analysis, Scheduling, Project Risk Management, Project Management, Cost Control, Project Scoping, Risk Management, Budget Management, Project Planning, Project Management Life Cycle, Communication Strategies, Scope Management, Risk Analysis

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Building Financial Models for Entrepreneurs

    Skills you'll gain: Financial Modeling, Entrepreneurial Finance, Financial Forecasting, Entrepreneurship, Financial Data, Financial Analysis, Finance, Negotiation, Investments, Microsoft Excel, Financial Planning, Gap Analysis

    5
    Rating, 5 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Financial Calculator Skills for Finance Professionals

    Skills you'll gain: Depreciation, Finance, Capital Budgeting, Business Mathematics, Financial Analysis, Statistical Methods, Problem Solving, Accounting and Finance Software, General Finance, Cash Flows, Critical Thinking and Problem Solving, Corporate Finance, System Configuration, Engineering Calculations, Complex Problem Solving, Real Time Data, Arithmetic, Creative Problem-Solving, Descriptive Statistics

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Master Financial Analysis & Reporting Techniques

    Skills you'll gain: Financial Reporting, Financial Statement Analysis, Financial Statements, Financial Analysis, Business Reporting, Inventory Accounting, Contract Accounting, Income Statement, Balance Sheet, Revenue Recognition, Financial Accounting, Fixed Asset, Financial Data, Cash Flows, Asset Management, Accounts Receivable, Performance Reporting, Accounts Payable and Receivable, Analysis, Finance

    5
    Rating, 5 out of 5 stars
    ·
    17 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Investment Banking Operations & Financial Markets

    Skills you'll gain: Investment Banking, Mergers & Acquisitions, Capital Markets, International Finance, Banking, Banking Services, Financial Trading, Reconciliation, Financial Market, Market Analysis, Corporate Finance, Investments, Financial Services, Financial Analysis, Financial Sales, Underwriting, Market Research, Payment Systems, Derivatives, Finance

    5
    Rating, 5 out of 5 stars
    ·
    66 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Client Intake, Assessments, Skill Analysis and Planning

    Skills you'll gain: Accountability, Recruitment, Client Services, Needs Assessment, Prospecting and Qualification, Gap Analysis, Goal Setting, Coaching, Recruitment Strategies, Community Outreach, Case Management, Critical Thinking, Overcoming Obstacles

    4.6
    Rating, 4.6 out of 5 stars
    ·
    85 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    Harvard Business Review

    Lead for Results: From Planning to Execution

    Skills you'll gain: Performance Analysis, Process Analysis, Goal Setting, Delegation Skills, Performance Measurement, Project Management, Meeting Facilitation, Time Management, Team Performance Management, Goal-Oriented, Project Risk Management, Project Coordination, Productivity, Leadership, Conflict Management, Negotiation, Prioritization, Planning, Organizational Strategy, Organizational Development

    4.9
    Rating, 4.9 out of 5 stars
    ·
    15 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Project Management: Life cycle and project planning

    Skills you'll gain: Project Management Life Cycle, Project Management, Project Planning, Project Scoping, Scope Management, Project Schedules, Work Breakdown Structure, Workflow Management, Timelines, Organizational Skills, Scheduling, Organizational Structure, Resource Management, Matrix Management, Resource Allocation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    122 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Strategic Impact: A Leader's Planning Framework: Packt
  • Planning, HUDs, and Spawners in GameMaker: University of Colorado System
  • Lesson Planning with the ELL in Mind: Arizona State University
  • Best Practices in Planning DE&I Interventions: Rice University
  • Master Project Planning, Scheduling & Risk Management: EDUCBA
  • Building Financial Models for Entrepreneurs: Duke University
  • Financial Calculator Skills for Finance Professionals: EDUCBA
  • Master Financial Analysis & Reporting Techniques: EDUCBA
  • Investment Banking Operations & Financial Markets: EDUCBA
  • Client Intake, Assessments, Skill Analysis and Planning: Goodwill Industries International

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