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  • Financial Planning

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
    Free Trial
    U

    University of Minnesota

    Advanced Models for Decision Making

    Skills you'll gain: Operations Research, Supply Chain, Workforce Management, Business Analytics, Applied Mathematics, Mathematical Modeling, Process Optimization, Manufacturing Operations, Operations Management, Workforce Planning, Financial Modeling, Business Analysis, Microsoft Excel, Resource Allocation, Finance, Analytics, Production Planning, Portfolio Management, Investment Management, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    56 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The State University of New York

    Foundations for Assisting in Home Care

    Skills you'll gain: Home Health Care, Nutrition and Diet, Geriatrics, Cultural Diversity, Caregiving, Working With Children, Meal Planning And Preparation, Disabilities, Patient Communication, Basic Patient Care, Mental and Behavioral Health, Family Support, Child Development, Dignity in Care, Patient Safety

    4.8
    Rating, 4.8 out of 5 stars
    ·
    668 reviews

    Mixed · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Supporting Clients

    Skills you'll gain: Interviewing Skills, Coaching, Client Support, Employee Onboarding, LinkedIn, Professional Networking, Branding, Negotiation, Business Writing, Goal Setting, Financial Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    55 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    Climate Aware Investing

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Portfolio Management, Investment Management, Climate Change Mitigation, Finance, Asset Management, Financial Market, Climate Change Adaptation, Investments, Risk Management, Performance Analysis, Sustainable Business, Equities, Risk Analysis, Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universitat Autònoma de Barcelona

    English for Teaching Purposes

    Skills you'll gain: Lecturing, English Language, Verbal Communication Skills, Higher Education, Language Learning, Professional Development, Collaboration, Vocabulary, Train The Trainer, Grammar

    4.7
    Rating, 4.7 out of 5 stars
    ·
    631 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Responsible Generative AI

    Skills you'll gain: Responsible AI, Generative AI, Governance, Data Governance, Data Management, Compliance Management, Consumer Behaviour, AI Enablement, Social Impact, Business Risk Management, Business Operations, Data Ethics, AI Product Strategy, Artificial Intelligence, Risk Analysis, Automation, Stakeholder Management, Human Resources, Leadership and Management, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    311 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Packt

    Certified Associate in Project Management (CAPM)

    Skills you'll gain: Stakeholder Management, Project Documentation, Requirements Management, Scope Management, Earned Value Management, Project Performance, Risk Management, Acceptance Testing, Ethical Standards And Conduct, Kanban Principles, Business Process Modeling, Waterfall Methodology, Team Leadership, Project Schedules, Scaled Agile Framework, Project Management Software, Communication Planning, Business Modeling, Stakeholder Analysis, Registration

    4.7
    Rating, 4.7 out of 5 stars
    ·
    63 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Writing Skills for Engineering Leaders

    Skills you'll gain: Engineering Documentation, Concision, Electronic Media, Report Writing, Writing, Engineering Management, Technical Documentation, Editing, Collaboration, Professionalism, Communication, Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    485 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Project Delivery in Business Analysis and Capstone Project

    Skills you'll gain: Software Development Life Cycle, Quality Management, Scrum (Software Development), Business Analysis, Requirements Management, Risk Management, Project Management, Project Risk Management, Business Process Improvement, Project Planning, Agile Methodology, User Acceptance Testing (UAT)

    4.8
    Rating, 4.8 out of 5 stars
    ·
    91 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of California, Davis

    DevOps Culture and Mindset

    Skills you'll gain: DevOps, CI/CD, Process Mapping, Culture Transformation, Continuous Improvement Process, Lean Methodologies, Risk Management, Quality Improvement, Process Improvement, Organizational Structure, Kanban Principles, Operational Efficiency, User Feedback, Systems Thinking

    4.7
    Rating, 4.7 out of 5 stars
    ·
    592 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    Tecnológico de Monterrey

    Estrategias de Emprendimiento

    Skills you'll gain: Supplier Management, Business Planning, Entrepreneurship, Business Strategies, Growth Strategies, Business Development, Business Strategy, Business Modeling, Business Valuation, Market Opportunities, Financial Analysis, Strategic Marketing, Market Analysis, Presentations, Innovation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    83 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    T

    The World Bank Group

    Les Partenariats Public-Privé (PPP): Comment offrir de meilleures infrastructures pour les services publics

    Skills you'll gain: Contract Management, Procurement, Project Finance, Stakeholder Engagement, Contract Negotiation, Risk Management, Bidding, Governance, Sustainable Systems, Strategic Partnership, Project Risk Management, Feasibility Studies, Project Implementation, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    546 reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Advanced Models for Decision Making: University of Minnesota
  • Foundations for Assisting in Home Care: The State University of New York
  • Supporting Clients: Goodwill Industries International
  • Climate Aware Investing: EDHEC Business School
  • English for Teaching Purposes: Universitat Autònoma de Barcelona
  • Responsible Generative AI: University of Michigan
  • Certified Associate in Project Management (CAPM): Packt
  • Writing Skills for Engineering Leaders: Rice University
  • Project Delivery in Business Analysis and Capstone Project: Microsoft
  • DevOps Culture and Mindset: University of California, Davis

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