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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
    U

    University of Maryland, College Park

    Product Ideation, Design, and Management

    Skills you'll gain: Product Management, Product Development, Financial Statements, Product Design, Financial Statement Analysis, Prototyping, Competitive Analysis, Agile Product Development, Value Propositions, Financial Reporting, Proposal Development, Proposal Writing, Team Performance Management, Innovation, Financial Accounting, Corporate Finance, Financial Acumen, Target Market, Ideation, Entrepreneurship

    4.5
    Rating, 4.5 out of 5 stars
    ·
    731 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    Market Strategy & Targeting

    Skills you'll gain: Go To Market Strategy, Campaign Planning, Value Propositions, Marketing Strategies, Strategic Marketing, Marketing Planning, Product Marketing, Persona Development, Target Market, Marketing Effectiveness, Market Opportunities, Target Audience, Product Strategy, Campaign Management, Business Priorities, Market Share, Data-Driven Marketing, Market Research, Market Analysis, Microsoft Excel

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    People Analytics

    Skills you'll gain: Workforce Planning, People Analytics, Talent Pipelining, Workforce Management, Workforce Development, Human Resources Software, Human Resource Strategy, Gap Analysis, Demand Planning, Capacity Planning, Talent Management, Power BI, Dashboard Creation, Data Storytelling, Employee Retention, Statistical Visualization, Strategic Thinking, Strategic Decision-Making, Forecasting, Talent Acquisition

    Intermediate · Course · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Negotiable Instruments and Cheques

    Skills you'll gain: Commercial Laws, Notary Services, Banking Services, Banking, Bank Regulations, Payment Systems, Payment Processing and Collection, Commercial Banking, Legal Proceedings, Negotiation, Payment Processing, Retail Banking, Financial Regulation, Finance

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM UI/UX Designer

    Skills you'll gain: User Story, Information Architecture, UI/UX Research, User Research, Persona (User Experience), User Interface and User Experience (UI/UX) Design, Design Thinking, Agile Software Development, UI/UX Strategy, Scrum (Software Development), User Centered Design, Design Research, Responsive Web Design, User Interface (UI), Figma (Design Software), Wireframing, User Experience, Adobe XD, Responsible AI, Prototyping

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.9K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    AI Evaluation and Investment Decisions

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), AI Product Strategy, Microsoft Copilot, AI Enablement, Responsible AI, Return On Investment, Cost Benefit Analysis, AI Security, Business Priorities, Governance Risk Management and Compliance, Financial Modeling, Governance, Data Governance, Executive Presence, Key Performance Indicators (KPIs), Risk Analysis, Operating Cost, Decision Making, Power Platform Architecture & Technical Design, Risk Modeling

    Beginner · Course · 1 - 3 Months

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

    Coursera

    Facebook Content Creator Pro

    Skills you'll gain: Content Performance Analysis, Video Production, Content Scheduling, Meta Ads Manager, Writing, Social Media Analytics, Canva (Software), Facebook, Content Creation, Storytelling, Data-Driven Marketing, Copywriting, Online Advertising, Videography, Persona Development, Photography, Marketing Analytics, Social Media, Content Strategy, ChatGPT

    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
    P

    Pearson

    Major Purchases and Borrowing

    Skills you'll gain: Consumer Lending, Loans, Mortgage Loans, General Lending, Financial Analysis, Credit Risk, Budget Management, Finance, Lease Contracts, Budgeting, Cost Benefit Analysis, Decision Making, Higher Education, Cost Estimation, Property and Real Estate, Purchasing

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Minnesota State University, Mankato

    Communication & Influence for Women in Leadership

    Skills you'll gain: Storytelling, Executive Presence, Conflict Management, Leadership, Stakeholder Communications, Business Communication, Negotiation, Communication Strategies, Self-Awareness, Concision, Persuasive Communication, Strategic Communication, Communication Planning, Oral Expression, Constructive Feedback, Business Leadership, Influencing, Communication, Leadership Development, Growth Strategies

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of London

    International Business Essentials

    Skills you'll gain: Financial Statements, Business Planning, Sampling (Statistics), Descriptive Statistics, Organizational Change, Organizational Structure, Change Management, Data Presentation, Leadership and Management, Professional Networking, Business Mathematics, Verbal Communication Skills, Team Performance Management, Business Strategy, Professional Development, Professionalism, Competitive Analysis, Linear Algebra, Mathematical Modeling, Business Strategies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.1K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    J

    John Wiley & Sons

    Talent Acquisition and Onboarding Excellence

    Skills you'll gain: Talent Acquisition, Full Cycle Recruitment, Recruitment Strategies, Recruitment, Interviewing Skills, Employee Onboarding, Talent Pipelining, New Hire Orientations, Talent Sourcing, Human Resources Management and Planning, Talent Management, Human Resources, Applicant Tracking Systems, Job Analysis, Legal Risk, Employee Engagement, Resource Management, Diversity and Inclusion, Law, Regulation, and Compliance

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Intellectual Property Law

    Skills you'll gain: Intellectual Property, Branding, Brand Marketing, Brand Strategy, Legal Strategy, Brand Management, Case Law, Packaging and Labeling, Asset Protection, Legal Risk, Regulation and Legal Compliance, Case Studies, Asset Management, Law, Regulation, and Compliance, Marketing, Innovation, Strategic Thinking, Business Strategy, Economics, Policy, and Social Studies, Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.7K reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Product Ideation, Design, and Management: University of Maryland, College Park
  • Market Strategy & Targeting: Microsoft
  • People Analytics: Microsoft
  • Negotiable Instruments and Cheques: EDUCBA
  • IBM UI/UX Designer: IBM
  • AI Evaluation and Investment Decisions: Microsoft
  • Facebook Content Creator Pro: Coursera
  • Major Purchases and Borrowing: Pearson
  • Communication & Influence for Women in Leadership: Minnesota State University, Mankato
  • International Business Essentials: University of London

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