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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
    M

    Microsoft

    Microsoft Front-End Developer

    Skills you'll gain: Cascading Style Sheets (CSS), GitHub, C# (Programming Language), Secure Coding, HTML and CSS, User Interface and User Experience (UI/UX) Design, Figma (Design Software), Open Web Application Security Project (OWASP), Git (Version Control System), User Interface (UI), Object Oriented Programming (OOP), Web Development, Debugging, Mockups, Microsoft Copilot, Authentications, Front-End Web Development, Programming Principles, UI Components, Javascript

    4.6
    Rating, 4.6 out of 5 stars
    ·
    212 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • 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
    U

    Universidade de São Paulo

    Introdução ao Teste de Software

    Skills you'll gain: Software Testing, Test Planning, Test Case, Acceptance Testing, Functional Testing, Software Quality Assurance, Quality Assurance, Usability Testing, White-Box Testing, Integration Testing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    541 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Automatic Data Processing, Inc. (ADP)

    ADP Entry-Level Compensation and Benefits Analyst

    Skills you'll gain: Compensation Analysis, Compensation Management, Compensation Strategy, Job Evaluation, Benefits Administration, Data Collection, Compensation and Benefits, Data Visualization, Job Analysis, Data-Driven Decision-Making, Project Management, Data Analysis, Microsoft Excel, Google Sheets, Human Resource Policies, Labor Compliance, Regulatory Compliance, Payroll, Human Resources, Program Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    104 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    U

    Universidad Nacional Autónoma de México

    Crédito y cobranza

    Skills you'll gain: Payment Processing and Collection, Credit Risk, Commercial Lending, Loans, Organizational Structure, Financial Analysis, Consumer Lending, Accounts Receivable, Business Risk Management, Organizational Strategy, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
    ·
    109 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Deep Teaching Solutions

    Uncommon Sense Teaching

    Skills you'll gain: Lesson Planning, Critical Thinking, Classroom Management, Stress Management, Instructional Strategies, Teaching, Education and Training, Student Engagement, Blended Learning, Differentiated Instruction, Human Learning, Learning Strategies, Interactive Learning, Pedagogy, Lecturing, Course Development, Learning Theory, Digital pedagogy, Special Education, Stress First Aid

    4.9
    Rating, 4.9 out of 5 stars
    ·
    773 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Cape Town

    Disability Inclusion in Education: Building Systems of Support

    Skills you'll gain: Disabilities, Visual Impairment Education, Developmental Disabilities, Special Education, Instructional Strategies, Student Support and Services, Educational Materials, Teaching, Social Justice, Pedagogy, Differentiated Instruction, Instructional Design, Diversity Equity and Inclusion Initiatives, Diversity Awareness, Curriculum Development, Working With Children

    4.9
    Rating, 4.9 out of 5 stars
    ·
    850 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Project Lifecycle, Information Sharing, and Risk Management

    Skills you'll gain: Project Management Life Cycle, Risk Management, Project Risk Management, Stakeholder Management, Project Management, Risk Mitigation, Active Listening, Project Management Institute (PMI) Methodology, Systems Development Life Cycle, Risk Analysis, Communication, Project Management Software, Stakeholder Communications, Agile Methodology, Conflict Management, Project Documentation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    236 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Cape Town

    Capstone Course: Start Up Your Fintech Future

    Skills you'll gain: Business Modeling, Video Production, Entrepreneurship, FinTech, Business Planning, Business Strategy, Presentations, Financial Regulations, Value Propositions, Innovation, Brainstorming, Market Opportunities, Customer Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    19 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Foundations of Business Strategy and Research

    Skills you'll gain: Qualitative Research, Market Research, Strategic Decision-Making, Key Performance Indicators (KPIs), Quantitative Research, Innovation, Target Audience, Data-Driven Decision-Making, Sustainable Business, Benchmarking, Business Acumen, Value Propositions, Descriptive Statistics, Performance Measurement, Ideation, Team Performance Management, Competitive Analysis, Risk Management, Business Strategy, Data Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    196 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Gestion de projet : les bases de la réussite

    Skills you'll gain: Team Leadership, Stakeholder Communications, Project Management, Team Building, Team Performance Management, Project Controls, Project Planning, Project Management Life Cycle, Organizational Leadership, Project Performance, Knowledge Transfer

    4.5
    Rating, 4.5 out of 5 stars
    ·
    144 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Colorado System

    Researcher Management and Leadership Training

    Skills you'll gain: Performance Management, Mentorship, Budget Management, Team Management, Project Accounting, People Management, Leadership and Management, Recruitment, Leadership, Professional Development, Resource Management, Coaching, Compliance Management, Goal Setting, Clinical Research

    4.8
    Rating, 4.8 out of 5 stars
    ·
    408 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Microsoft Front-End Developer: Microsoft
  • Advanced Models for Decision Making: University of Minnesota
  • Introdução ao Teste de Software: Universidade de São Paulo
  • ADP Entry-Level Compensation and Benefits Analyst: Automatic Data Processing, Inc. (ADP)
  • Crédito y cobranza: Universidad Nacional Autónoma de México
  • Uncommon Sense Teaching: Deep Teaching Solutions
  • Disability Inclusion in Education: Building Systems of Support : University of Cape Town
  • Project Lifecycle, Information Sharing, and Risk Management: SkillUp
  • Capstone Course: Start Up Your Fintech Future: University of Cape Town
  • Foundations of Business Strategy and Research: Coursera

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