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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: Preview
    Preview
    S

    S.P. Jain Institute of Management and Research

    Marketing Management

    Skills you'll gain: Product Strategy, Strategic Marketing, Marketing Management, Marketing Strategies, Consumer Behaviour, Target Market, Marketing Communications, Product Lifecycle Management, Integrated Marketing Communications, Marketing Analytics, Brand Strategy, Marketing Channel, Market Analysis, Price Negotiation, Value Propositions

    4.8
    Rating, 4.8 out of 5 stars
    ·
    32 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Strategic management: Be competitive

    Skills you'll gain: Business Strategy, Strategic Thinking, Customer Analysis, Strategic Planning, Organizational Strategy, Strategic Marketing, Growth Strategies, Competitive Analysis, Business Planning, Market Analysis, Strategic Decision-Making, Value Propositions, Analysis, Innovation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    323 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Inside BFSI: Structure, Challenges, and Technology

    Skills you'll gain: Financial Services, Banking, Customer experience strategy (CX), Regulatory Requirements, Market Intelligence, FinTech, Risk Management, Digital Transformation, Mobile Banking, Fraud detection, Cybersecurity, Emerging Technologies, Blockchain, Artificial Intelligence and Machine Learning (AI/ML), Corporate Sustainability

    4.6
    Rating, 4.6 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    2

    28DIGITAL

    Marketing Strategy for Entrepreneurs

    Skills you'll gain: Closing (Sales), Cold Calling, Customer Analysis, Sales Process, Target Market, Marketing, Market Analysis, Marketing Strategies, Competitive Analysis, Marketing Planning, Business Marketing, Sales, Growth Strategies, Market Research, Sales Prospecting, New Business Development, Business Development, A/B Testing, Entrepreneurship, Digital Marketing

    4.4
    Rating, 4.4 out of 5 stars
    ·
    158 reviews

    Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    Master Excel Advanced Functions and Analytics

    Skills you'll gain: Microsoft Excel, Excel Formulas, Data Visualization, Dashboard, Forecasting, Predictive Modeling, Data Analysis, Data Validation, Data Entry, Financial Modeling, Data Management, Data Integrity, Data Security

    4.9
    Rating, 4.9 out of 5 stars
    ·
    32 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Анализ доходности с EVA

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Return On Investment, Financial Modeling, Working Capital, Operating Expense, Investments

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free
    Free
    C

    Coursera

    Trello for Beginners: Create a Simple Project Plan

    Skills you'll gain: Project Management Software, Project Planning, Timelines, Project Management, Workflow Management, Organizational Skills, Collaborative Software, Team Management, Prioritization

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Unleashing the Impact of your Social Enterprise

    Skills you'll gain: Social Impact, Growth Strategies, Marketing Communications, Sustainable Development, Business Planning, Communication Strategies, Strategic Partnership, Entrepreneurship, Performance Measurement, Innovation, Franchising

    4.6
    Rating, 4.6 out of 5 stars
    ·
    80 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Sustainability Analyst Fundamentals

    Skills you'll gain: Program Implementation, Plan Execution, Sustainable Development, Business Planning, Data Analysis, Sustainability Reporting, Spreadsheet Software, Contract Management, Waste Minimization, Marketing and Public Relations, Analysis, Sustainability Standards, Policy Development, Annual Reports, Interactive Learning, Sustainable Business, Vendor Contracts, Goal Setting, Business Writing, Project Management

    4.4
    Rating, 4.4 out of 5 stars
    ·
    95 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    O

    Oracle

    Oracle Autonomous Database Professional

    Skills you'll gain: Oracle Databases, Data Migration, Oracle Cloud, Database Administration, Data Import/Export, Database Architecture and Administration, Application Development, Database Management, Performance Tuning, Disaster Recovery, SQL, Cloud Infrastructure, Identity and Access Management, Scalability

    4.6
    Rating, 4.6 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Master DCF Valuation: Analyze, Forecast, and Present

    Skills you'll gain: Cash Flow Forecasting, Business Valuation, Financial Modeling, Financial Forecasting, Revenue Forecasting, Risk Modeling, Capital Budgeting, Equities, Risk Analysis, Financial Analysis, Data Presentation, Private Equity, Investment Banking, Presentations, Mergers & Acquisitions, Model Evaluation, Case Studies, Microsoft Excel

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Posicionamiento: La base del éxito en la estrategia de marketing

    Skills you'll gain: Target Market, Value Propositions, Product Marketing, Strategic Marketing, Marketing Planning, Marketing, Marketing Strategy and Techniques, Market Analysis, Market Trend, Consumer Behaviour, Competitive Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    283 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Marketing Management: S.P. Jain Institute of Management and Research
  • Strategic management: Be competitive: Macquarie University
  • Inside BFSI: Structure, Challenges, and Technology: Board Infinity
  • Marketing Strategy for Entrepreneurs: 28DIGITAL
  • Master Excel Advanced Functions and Analytics: EDUCBA
  • Анализ доходности с EVA: Coursera
  • Trello for Beginners: Create a Simple Project Plan: Coursera
  • Unleashing the Impact of your Social Enterprise: Copenhagen Business School
  • Sustainability Analyst Fundamentals: Arizona State University
  • Oracle Autonomous Database Professional: Oracle

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