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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


  • M

    Microsoft

    Data-Driven Decision Making in Account Management

    Skills you'll gain: Key Performance Indicators (KPIs), Budget Management, Performance Analysis, Performance Metric, Financial Management, Financial Data, Performance Measurement, Account Strategy, Data Analysis, Account Management, Performance Reporting, Analytics, Data-Driven Decision-Making, Customer Analysis, Data Visualization Software, Customer Data Management, Power BI, Customer Insights, Budgeting, Microsoft Copilot

    Advanced · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • P

    Packt

    QuickBooks Online in Action - The Bookstore Practice Set

    Skills you'll gain: QuickBooks (Accounting Software), Reconciliation, Month End Closing, Transaction Processing, Accruals, Accounting Software, Depreciation, Accrual Accounting, Bookkeeping, Accounting, General Accounting, Accounting Records, Standard Accounting Practices, Cash Handling, Small Business Accounting, Data Entry

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    Complete Insurance Operations & Risk Management

    Skills you'll gain: Insurance, Underwriting, Claims Processing, Insurance Policies, Insurance and Warranty Claims Processing, Lending and Underwriting, Actuarial Science, Financial Services, Operational Risk, Risk Management, Customer Complaint Resolution, Financial Regulation, Compliance Management, Regulatory Compliance, Law, Regulation, and Compliance, Digital Transformation, Regulatory Requirements, Information Technology, Management Information Systems

    5 stars, 24 reviews, Mixed, Course, 1 - 3 Months

    ★ 5 (24) · Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • S

    Siemens

    Expedite – Skills for Industry: Industry Foundations

    Skills you'll gain: Product Lifecycle Management, Digital Transformation, Customer experience improvement, Business Communication, Business Acumen, Cost Benefit Analysis, Financial Acumen, Customer Relationship Building, Stakeholder Communications, Cross-Functional Collaboration, Innovation, Strategic Decision-Making

    4.4 stars, 7 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.4 (7) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • P

    Pearson

    The Pearson Complete Course for CISM Certification

    Skills you'll gain: Incident Response, Threat Modeling, Security Management, Risk Management, Business Continuity Planning, Disaster Recovery, Governance, Business Continuity, Application Security, Information Management, Security Controls, Continuous Monitoring, Configuration Management, Regulatory Compliance, Governance Risk Management and Compliance, Risk Mitigation, Law, Regulation, and Compliance, Cybersecurity, Cloud Computing, Malware Protection

    4.5 stars, 11 reviews, Intermediate, Specialization, 1 - 3 Months

    ★ 4.5 (11) · Intermediate · Specialization · 1 - 3 Months

    Status: Free trial
    Free trial
  • T

    Tecnológico de Monterrey

    Emprendimiento Corporativo

    Skills you'll gain: Innovation, Corporate Strategy, Team Management, Organizational Development, Entrepreneurship, Growth Strategies, Business Strategies, Management Training And Development, Organizational Strategy, Culture Transformation, Business Management, Initiative and Leadership, Strategic Leadership, Program Evaluation

    4.4 stars, 21 reviews, Advanced, Course, 1 - 4 Weeks

    ★ 4.4 (21) · Advanced · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • C

    Coursera

    Geospatial Visualization, Cloud & Real-Time Pipelines

    Skills you'll gain: Leaflet (Software), Data Visualization, Extract, Transform, Load, Interactive Data Visualization, Datamaps, Data Pipelines, Analytical Skills, Data Presentation, Amazon S3, Dashboard Creation, Amazon Web Services, Spatial Data Analysis, Heat Maps, Apache Airflow, GIS Software, Geographic Information Systems, Metadata Management, Technical Documentation, Geospatial Mapping, Cloud Computing

    Intermediate · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • A

    Arizona State University

    Curiosity: A Necessary Ingredient for Successful Innovation

    Skills you'll gain: Curiosity, Design Thinking, Persona Development, Innovation, Customer Analysis, Target Audience, Creative Problem-Solving, Customer Insights, Market Research, Entrepreneurship, User Feedback, Customer Engagement, Problem Solving, Communication, Interviewing Skills

    4.8 stars, 12 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (12) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • C

    Coursera

    Project Sales: Excel Forecasting Functions

    Skills you'll gain: Financial Forecasting, Forecasting, Microsoft Excel, Business Planning, Excel Formulas, Time Series Analysis and Forecasting, Trend Analysis, Strategic Decision-Making, Revenue Forecasting, Predictive Modeling, Predictive Analytics, Data-Driven Decision-Making, Data Analysis, Financial Modeling, Stakeholder Communications, Performance Metric

    Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • U

    University of Alberta

    Introdução ao Gerenciamento de produtos de software

    Skills you'll gain: Agile Software Development, Agile Product Development, Requirements Analysis, Requirements Management, Product Requirements, Agile Methodology, Software Development, Product Management, Process Development, Software Engineering, Project Schedules, Software Development Methodologies, Project Planning, Project Performance, Project Management

    4.4 stars, 42 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 4.4 (42) · Mixed · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • L

    LearnKartS

    Program Management Process

    Skills you'll gain: Program Management, Project Controls, Cost Management, Earned Value Management, Risk Analysis, Process Management, Risk Management, Program Implementation, Project Schedules, Project Closure, Project Management Institute (PMI) Methodology, Risk Management Framework, Cost Estimation, Business Risk Management, Procurement, Communication Planning, Financial Management, Contract Management, Scheduling, Quality Management

    4.3 stars, 6 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 4.3 (6) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • C

    Coursera

    Plan Projects Better: Tools, Time, and Agile Estimation

    Skills you'll gain: Timelines, Project Schedules, Project Management Software, Stakeholder Communications, Project Estimation, Sprint Planning, Stakeholder Management, Project Design, Productivity, Project Management, Agile Project Management, Stakeholder Engagement, Estimation, Communication Planning, Project Planning, Audit Planning, Productivity Software, Collaborative Software, Scheduling, Workflow Management

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
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In summary, here are 10 of our most popular financial planning courses

  • Data-Driven Decision Making in Account Management: Microsoft
  • QuickBooks Online in Action - The Bookstore Practice Set: Packt
  • Complete Insurance Operations & Risk Management: EDUCBA
  • Expedite – Skills for Industry: Industry Foundations: Siemens
  • The Pearson Complete Course for CISM Certification: Pearson
  • Emprendimiento Corporativo: Tecnológico de Monterrey
  • Geospatial Visualization, Cloud & Real-Time Pipelines: Coursera
  • Curiosity: A Necessary Ingredient for Successful Innovation: Arizona State University
  • Project Sales: Excel Forecasting Functions: Coursera
  • Introdução ao Gerenciamento de produtos de software: University of Alberta

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