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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: New
    New
    Status: Free Trial
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    M

    Microsoft

    Data Preparation and Governance

    Skills you'll gain: Data Transformation, Power BI, Data Quality, Data Governance, Financial Data, Data Wrangling, Data Cleansing, Reconciliation, Month End Closing, Data Management, Data Integrity, Financial Controls, Quality Monitoring, Data Integration, Data Validation, Microsoft Copilot, Financial Analysis, Microsoft Excel, Financial Management, AI Integrations

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
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    D

    Deep Teaching Solutions

    Aprendendo a aprender: ferramentas mentais poderosas para ajudá-lo a dominar assuntos difíceis (em Português) [Learning How to Learn]

    Skills you'll gain: Productivity, Lifelong Learning, Learning Strategies, Collaboration, Time Management, Human Learning, Interactive Learning, Learning Theory, Learning Styles, Mental Concentration, Problem Solving, Overcoming Obstacles, Growth Mindedness, Habit Formation, Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    4.2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    I

    IESE Business School

    Claves de la Dirección de Empresas

    Skills you'll gain: Strategic Marketing, Financial Statement Analysis, Income Statement, Financial Statements, People Management, Accounting, Team Performance Management, Balance Sheet, Financial Data, Financial Accounting, Marketing Strategies, Marketing Planning, Leadership Development, Financial Acumen, Marketing, Accrual Accounting, Marketing Strategy and Techniques, Team Management, Case Studies, Financial Analysis

    4.8
    Rating, 4.8 out of 5 stars
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    3.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    J

    John Wiley & Sons

    Strategic Accounting: Analysis, Costing, and Decision-Making

    Skills you'll gain: Management Accounting, Cost Accounting, Financial Statements, Financial Statement Analysis, Financial Accounting, Accounting, Budget Management, Profit and Loss (P&L) Management, Internal Controls, Operating Cost, Financial Forecasting, Cost Control, Management Reporting, General Accounting, Financial Management, Cost Management, Financial Controls, Budgeting, Business Operations, Business Continuity

    Advanced · Course · 1 - 3 Months

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica de Chile

    Gestión Empresarial Exitosa para Pymes

    Skills you'll gain: Entrepreneurship, Management Accounting, People Management, Business Management, Human Resources Management and Planning, Marketing, People Development, Accounting, Staff Management, Marketing Strategies, Value Propositions, Financial Management, Customer experience improvement, Financial Analysis, Innovation, Finance, Business Strategy, Recruitment, Persona (User Experience)

    4.8
    Rating, 4.8 out of 5 stars
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    5.5K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SAP

    SAP Technology Consultant

    Skills you'll gain: Journey Mapping, Business Transformation, SAP S/4HANA, Technology Solutions, Technical Documentation, Relationship Building, Software As A Service, Consultative Approaches, Enterprise Architecture, ABAP RESTful Programming Model (RAP), Solution Architecture, Enterprise Resource Planning, System Design and Implementation, Project Implementation, Project Closure, Test Planning, Requirements Analysis, Stakeholder Communications, Project Management, Workforce Development

    4.6
    Rating, 4.6 out of 5 stars
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    1.7K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
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    U

    University of California San Diego

    Object Oriented Java Programming: Data Structures and Beyond

    Skills you'll gain: Unit Testing, Growth Mindedness, Data Structures, Graph Theory, Event-Driven Programming, Social Network Analysis, Interactive Data Visualization, Java, Java Programming, Network Analysis, Object Oriented Programming (OOP), Technical Communication, User Interface (UI), Peer Review, Object Oriented Design, Software Testing, Computer Programming, Program Development, Adaptability, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
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    7.2K reviews

    Intermediate · Specialization · 3 - 6 Months

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    E

    EDUCBA

    Learn Options Trading Strategies

    Skills you'll gain: Derivatives, Financial Trading, Securities Trading, Profit and Loss (P&L) Management, Analysis, Risk Analysis, Risk Management, Equities, Market Trend, Financial Market, Investments, Market Dynamics, Planning, Go To Market Strategy, Market Analysis, Finance, Learning Strategies, IT Management, Key Management, Mechanics

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Logistics

    Skills you'll gain: Inventory Management, Warehousing, Warehouse Management, Logistics Management, Inventory and Warehousing, Inventory Management System, Transportation, Supply Chain, and Logistics, Inventory Control, Warehouse Operations, Logistics, Transportation Operations, Transportation Management, Supply Chain Management, Supply Chain, Order Delivery, Customer Service, Operating Cost

    4.7
    Rating, 4.7 out of 5 stars
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    12K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
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    S

    SkillUp

    Anti Money Laundering and Transaction Compliance

    Skills you'll gain: Registration, Loan Origination, Mortgage Loans, Electronic Benefits Transfer (EBT), Regulatory Compliance, Compliance Training, Automated Clearing House, Consumer Lending, Threat Detection, General Lending, Customer Complaint Resolution, Workflow Management, Records Management, Payment Processing and Collection, Payment Systems, Governance Risk Management and Compliance, Financial Controls, Standard Operating Procedure, Due Diligence, Finance

    4.6
    Rating, 4.6 out of 5 stars
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    17 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    UNSW Sydney (The University of New South Wales)

    Learning to Teach Online

    Skills you'll gain: Teaching, Digital pedagogy, Learning Management Systems, Education Software and Technology, Technology Strategies, Planning, digital literacy, Content Management

    4.7
    Rating, 4.7 out of 5 stars
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    3.2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    P

    Pearson

    Stock Investments

    Skills you'll gain: Equities, Securities Trading, Financial Market, Investments, Portfolio Management, Financial Trading, Investment Management, Portfolio Risk, Financial Planning, General Finance, Business Valuation, Market Data, Risk Analysis, Goal Setting, Financial Analysis

    Beginner · Course · 1 - 4 Weeks

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

  • Data Preparation and Governance: Microsoft
  • Aprendendo a aprender: ferramentas mentais poderosas para ajudá-lo a dominar assuntos difíceis (em Português) [Learning How to Learn]: Deep Teaching Solutions
  • Claves de la Dirección de Empresas: IESE Business School
  • Strategic Accounting: Analysis, Costing, and Decision-Making: John Wiley & Sons
  • Gestión Empresarial Exitosa para Pymes: Pontificia Universidad Católica de Chile
  • SAP Technology Consultant: SAP
  • Object Oriented Java Programming: Data Structures and Beyond: University of California San Diego
  • Learn Options Trading Strategies: EDUCBA
  • Supply Chain Logistics: Rutgers the State University of New Jersey
  • Anti Money Laundering and Transaction Compliance: SkillUp

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