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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


  • Status: Free Trial
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    Technion - Israel Institute of Technology

    Action-Driven Business Plan: From the ‘Classroom’ to the World

    Skills you'll gain: Business Planning, Entrepreneurship, Market Research, Business Strategy, Market Analysis, Financial Modeling, New Product Development, Business Development, Video Production, Project Planning, Presentations, Innovation, Risk Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    338 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Managing Employee Performance

    Skills you'll gain: Performance Management, Performance Appraisal, Performance Review, Employee Performance Management, Constructive Feedback, People Management, Staff Management, Employee Engagement, Goal Setting, Culture

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.8K reviews

    Mixed · Course · 1 - 4 Weeks

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    C

    Coursera

    Scaling No-Code Automation with Reflect

    Skills you'll gain: Test Case, Test Automation, Test Execution Engine, Regression Testing, CI/CD, API Testing, Continuous Integration, Continuous Deployment, No-Code Development, Test Planning, Test Data, Maintainability, Debugging, Scalability

    Advanced · Course · 1 - 4 Weeks

  • Status: New
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    E

    EDUCBA

    Mastering Scrum Essentials: Learn, Apply & Facilitate Agile

    Skills you'll gain: Agile Methodology, Agile Project Management, Scrum (Software Development), Sprint Retrospectives, Meeting Facilitation, Team Management, Sprint Planning, Team Building, Team Leadership, User Story

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Inventory Management

    Skills you'll gain: Inventory Control, Inventory Management, Inventory Accounting, Operations Management, Supply Chain Management, Microsoft Excel, Supply Chain Planning, Order Management, Warehouse Management, Demand Planning, Logistics Management, Excel Formulas, Service Level, Operations, Data Management, Customer Data Management, Forecasting, Data Collection, Stakeholder Engagement

    4.5
    Rating, 4.5 out of 5 stars
    ·
    230 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    Packt

    Hands-On Microsoft 365 and SharePoint Training

    Skills you'll gain: Microsoft 365, Microsoft Power Automate/Flow, Microsoft Power Platform, Data Governance, Data Migration, Business Process Automation, Content Management, Microsoft Teams, Microsoft Office, Trend Analysis, Document Management, Strategic Thinking, Strategic Planning, System Configuration, Compliance Management, Technology Roadmaps, DevOps, Microsoft Copilot, Data Security

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    I

    Interactive Brokers

    Derivatives - Options & Futures

    Skills you'll gain: Derivatives, Financial Trading, Financial Market, Risk Management, Market Analysis, Capital Markets, Portfolio Risk, Investments, Technical Analysis, Market Dynamics, Profit and Loss (P&L) Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    268 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    C

    Council on Foreign Relations

    Global Affairs Explained: Managing the International System

    Skills you'll gain: International Finance, Policty Analysis, Research, and Development, Negotiation

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Washington

    Machine Learning: Classification

    Skills you'll gain: Classification Algorithms, Applied Machine Learning, Logistic Regression, Supervised Learning, Predictive Modeling, Decision Tree Learning, Data Preprocessing, Model Evaluation, Text Mining, Machine Learning Algorithms, Scalability, Machine Learning, Natural Language Processing, Big Data, Probability & Statistics, Algorithms

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.7K reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    L

    LearnQuest

    Advanced Sales Training: Challenging, Coaching, and Closing

    Skills you'll gain: Overcoming Objections, Consultative Selling, Coaching, Sales Strategy, Sales Training, Sales Prospecting, Collaboration, Consumer Behaviour, Diversity Awareness, Cultural Sensitivity, Upselling, Customer Relationship Management, Virtual Teams, Sales Presentation, Sales Pipelines, Negotiation, Business Communication, Communication Strategies, Virtual Networking, Interpersonal Communications

    Beginner · Specialization · 1 - 3 Months

  • Status: New
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    A

    American Council on Exercise

    Foundation for Health and Wellness Coaching

    Skills you'll gain: Health And Wellness Coaching, Patient-centered Care, Coaching, Health Promotion, Health Education, Motivational Skills, Behavioral Health, Patient Education And Counseling, Behavior Management, Communication, Goal Setting, Relationship Building

    Beginner · Course · 1 - 3 Months

  • Status: New
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    Packt

    Securing Industrial Control and Safety Instrumented Systems

    Skills you'll gain: Risk Management, Risk Management Framework, Infrastructure Security, Safety Assurance, Threat Modeling, Information Systems Security, Security Controls, Security Engineering, Security Requirements Analysis, Safety Standards, Safety and Security, Cybersecurity, Cyber Security Strategy, Continuous Monitoring, Cyber Risk, Hardening, Vulnerability Assessments, Cyber Security Policies, Cyber Security Assessment, Industrial Design

    Beginner · Course · 1 - 3 Months

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

  • Action-Driven Business Plan: From the ‘Classroom’ to the World: Technion - Israel Institute of Technology
  • Managing Employee Performance: University of Minnesota
  • Scaling No-Code Automation with Reflect: Coursera
  • Mastering Scrum Essentials: Learn, Apply & Facilitate Agile: EDUCBA
  • Inventory Management: University of California, Irvine
  • Hands-On Microsoft 365 and SharePoint Training: Packt
  • Derivatives - Options & Futures: Interactive Brokers
  • Global Affairs Explained: Managing the International System: Council on Foreign Relations
  • Machine Learning: Classification: University of Washington
  • Advanced Sales Training: Challenging, Coaching, and Closing: LearnQuest

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