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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
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Digital Marketing Implementation: Executing Strategies in a Connected, Data-Driven World

    Skills you'll gain: Search Engine Marketing, Digital Marketing, Content Marketing, Web Analytics and SEO, Search Engine Optimization, Content Strategy, Marketing Planning, Marketing Strategy and Techniques, Social Media Marketing, Driving engagement, Social Media Strategy, Cross-Channel Marketing, Social Media, Marketing Automation, Campaign Management, Customer experience strategy (CX), User Experience, Brand Management, Customer Relationship Management (CRM) Software, AI Personalization

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.2K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    BI Essentials for Finance Analysts (Tableau Edition)

    Skills you'll gain: Dashboard, Tableau Software, Interactive Data Visualization, Excel Formulas, Data Visualization Software, Data Modeling, Data Visualization, SQL, Data Presentation, E-Commerce, Databases, Data Manipulation, Data Storytelling, Data Analysis, Performance Analysis, Relational Databases, Data Import/Export, Business Intelligence, Data Transformation, Financial Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    89 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Certified Project Manager

    Skills you'll gain: Stakeholder Engagement, Project Management Life Cycle, Resource Management, Risk Management, Earned Value Management, Stakeholder Management, Project Risk Management, Project Schedules, Project Management Institute (PMI) Methodology, Project Management, Negotiation, Project Planning, Leadership and Management, Risk Mitigation, Active Listening, Leadership, Systems Development Life Cycle, Scheduling, Risk Analysis, Cost Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    853 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Creo Incubator

    Leadership 101:Communication,Conflict resolution&Negotiation

    Skills you'll gain: Conflict Management, Active Listening, Creative Problem-Solving, Negotiation, Interpersonal Communications, Leadership, Communication Strategies, Stakeholder Management, Communication, Business Communication, Team Leadership, Cultural Sensitivity, Stakeholder Communications, Collaboration, Business Leadership, Organizational Leadership, Leadership Development, Behavioral Economics, Empathy, Cross-Functional Team Leadership

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Packt

    Building and Managing High-Performance Teams

    Skills you'll gain: Meeting Facilitation, Conflict Management, Team Management, Performance Management, Teamwork, Communication, Constructive Feedback, Data-Driven Decision-Making, Decision Making, Leadership, Influencing, Innovation, Goal Setting, Coaching

    Intermediate · Course · 1 - 4 Weeks

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

    Edureka

    Design AI Agents with OpenAI AgentKit

    Skills you'll gain: AI Workflows, OpenAI API, LLM Application, OpenAI, Model Context Protocol, Generative AI Agents, Agentic systems, Tool Calling, Prompt Engineering, ChatGPT, Artificial Intelligence, Application Programming Interface (API), User Interface (UI), Context Management, Large Language Modeling, Python Programming, Development Environment, Application Deployment, Debugging

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Project Status Reports with AI

    Skills you'll gain: Business Reporting, Dashboard, Stakeholder Communications, AI Enablement, Strategic Decision-Making, Project Coordination, Project Management, Risk Management

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    O

    O.P. Jindal Global University

    Banking & Finance in India

    Skills you'll gain: Financial Market, Capital Markets, Financial Systems, Securities (Finance), Banking, Financial Policy, Finance, Equities, Economics, Financial Regulation, Public Administration, Commercial Banking, Budget Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    28 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Biases and Portfolio Selection

    Skills you'll gain: Behavioral Economics, Portfolio Management, Investments, Wealth Management, Portfolio Risk, Financial Market, Investment Management, Asset Management, Consumer Behaviour, Market Dynamics, Capital Markets, Decision Making, Finance, Market Analysis, Equities, Psychology, Performance Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    281 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    New Models of Business in Society

    Skills you'll gain: Entrepreneurship, Philanthropy, Corporate Sustainability, Business Ethics, Stakeholder Management, Sustainable Business, Social Impact, Environmental Social And Corporate Governance (ESG), Stakeholder Analysis, Environmental Issue, Business Modeling, Business Strategy, Business

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Starweaver

    Credit Analyst Academy

    Skills you'll gain: Financial Statement Analysis, Credit Risk, Financial Analysis, Bank Regulations, Loans, Portfolio Risk, Environmental Social And Corporate Governance (ESG), Risk Modeling, Market Data, Risk Mitigation, Derivatives, Financial Regulation, Risk Analysis, Financial Market, Securities (Finance), Risk Management, Financial Data, Financial Services, Portfolio Management, Project Portfolio Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    B

    Board Infinity

    AI & Automation for Supply Chain Resilience

    Skills you'll gain: Inventory and Warehousing, Supply Chain Management, Business Continuity, Forecasting, Predictive Analytics, Logistics, Automation, Logistics Management, Real Time Data, Risk Mitigation, Risk Management, Case Studies, Business Ethics, Anomaly Detection, Artificial Intelligence and Machine Learning (AI/ML), Artificial Intelligence

    Beginner · Course · 1 - 4 Weeks

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

  • Digital Marketing Implementation: Executing Strategies in a Connected, Data-Driven World: University of Illinois Urbana-Champaign
  • BI Essentials for Finance Analysts (Tableau Edition): Corporate Finance Institute
  • Certified Project Manager: SkillUp
  • Leadership 101:Communication,Conflict resolution&Negotiation: Creo Incubator
  • Building and Managing High-Performance Teams: Packt
  • Design AI Agents with OpenAI AgentKit: Edureka
  • Project Status Reports with AI: Coursera
  • Banking & Finance in India: O.P. Jindal Global University
  • Biases and Portfolio Selection: Rice University
  • New Models of Business in Society: University of Virginia

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