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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
    G

    Google

    Play It Safe: Manage Security Risks

    Skills you'll gain: Security Management, Threat Management, Cybersecurity, Cyber Risk, Risk Management, Incident Response, Vulnerability Management, Security Information and Event Management (SIEM), Security Controls, Continuous Monitoring, Information Systems Security, Enterprise Security, Risk Analysis, Threat Detection, Information Assurance, Auditing, Compliance Auditing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    11K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    C

    Creo Incubator

    Blockchain Innovation Deep Dive

    Skills you'll gain: Digital Assets, Blockchain, Financial Services, FinTech, Payment Systems, Emerging Technologies, Transaction Processing, Cryptography, Systems Architecture, Business Process Automation, Innovation, Healthcare 5.0, Verification And Validation

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    AI Project Milestones with Confidence

    Skills you'll gain: Milestones (Project Management), Project Schedules, Dependency Analysis, Project Controls, Risk Management, Project Scoping, Project Management, Smart Goals, Project Performance, Decision Making, Project Planning, Estimation, Verification And Validation

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    Introduction to Agile Development and Scrum

    Skills you'll gain: Agile Software Development, Agile Methodology, Kanban Principles, Agile Project Management, User Story, Sprint Retrospectives, Sprint Planning, Workflow Management, Performance Metric, Team Oriented, Backlogs, Performance Measurement, Lean Methodologies, Continuous Improvement Process, Prioritization, Estimation

    4.9
    Rating, 4.9 out of 5 stars
    ·
    2.7K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    A

    Adobe

    Adobe Marketing Specialist

    Skills you'll gain: Adobe Express, Promotional Strategies, Marketing Planning, Social Media Content, Responsible AI, Digital Marketing, Cross-Channel Marketing, Logo Design, Digital Design, Content Marketing, Layout Design, Creative Design, Generative AI, Marketing Strategies, Campaign Management, Social Media Marketing, Graphic Design, Content Strategy, Advertising, Market Research

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.6K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Investments II: Lessons and Applications for Investors

    Skills you'll gain: Investments, Portfolio Management, Return On Investment, Performance Analysis, Finance, Equities, Behavioral Economics, Asset Management, Portfolio Risk, Tax Planning, Market Trend, Regression Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    882 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Michigan State University

    How to Start Your Own Business

    Skills you'll gain: Financial Statements, Intellectual Property, Value Propositions, Business Planning, Design Thinking, Ideation, Innovation, Income Statement, Entrepreneurship, Customer Acquisition Management, Business Modeling, Product Development, Balance Sheet, Market Opportunities, Verification And Validation, Creative Thinking, Lean Methodologies, Open Mindset, Resource Management, Leadership

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    Investment Management with Python and Machine Learning

    Skills you'll gain: Investment Management, Portfolio Management, Text Mining, Portfolio Risk, Asset Management, Network Analysis, Data Visualization Software, Investments, Machine Learning Methods, Return On Investment, Unstructured Data, Predictive Modeling, Web Scraping, Machine Learning, Social Network Analysis, Financial Statements, Applied Machine Learning, Financial Market, Financial Modeling, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

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

    EDUCBA

    Master Zoho Books: Analyze, Manage & Automate Accounting

    Skills you'll gain: Accounting Software, Financial Reporting, Management Reporting, Project Accounting, Bookkeeping, Standard Accounting Practices, Accounting, Small Business Accounting, Ledgers (Accounting), General Accounting, Software As A Service, Expense Management, Order Management, Sales Process, Billing, Billing & Invoicing, Invoicing, System Configuration, Inventory Management System, Vendor Management

    Beginner · Course · 1 - 3 Months

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

    Coursera

    GAAP & Double-Entry Bookkeeping

    Skills you'll gain: Generally Accepted Accounting Principles (GAAP), Bookkeeping, Accruals, Accounting, Accounting Records, General Accounting, Regulatory Compliance, Revenue Recognition, Journals

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    ESSEC Business School

    Hotel Management: Distribution, Revenue and Demand Management

    Skills you'll gain: Revenue Management, Hospitality Management, Competitive Analysis, Digital Marketing, Data-Driven Decision-Making, Stakeholder Communications, Forecasting, Budgeting, Demand Generation, Hotel Operations, Asset Management, Hospitality, Marketing, Financial Forecasting, Strategic Marketing, Target Market, Financial Analysis, Strategic Planning, Marketing Channel, Business Modeling

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Investment Banking: M&A and Initial Public Offerings

    Skills you'll gain: Mergers & Acquisitions, Investment Banking, Private Equity, Financial Analysis, Capital Markets, Financial Statement Analysis, Business Valuation, Financial Modeling, Due Diligence, Negotiation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    93 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Play It Safe: Manage Security Risks: Google
  • Blockchain Innovation Deep Dive: Creo Incubator
  • AI Project Milestones with Confidence: Coursera
  • Introduction to Agile Development and Scrum: IBM
  • Adobe Marketing Specialist: Adobe
  • Investments II: Lessons and Applications for Investors: University of Illinois Urbana-Champaign
  • How to Start Your Own Business: Michigan State University
  • Investment Management with Python and Machine Learning: EDHEC Business School
  • Master Zoho Books: Analyze, Manage & Automate Accounting: EDUCBA
  • GAAP & Double-Entry Bookkeeping: Coursera

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