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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
    P

    Packt

    Systems Acquisition, Development and Implementation

    Skills you'll gain: Systems Development Life Cycle, Software Development Life Cycle, Systems Development, Software Development Methodologies, Change Management, Project Management, System Implementation, Compliance Auditing, Software Testing, Auditing, Development Testing, Information Technology, Verification And Validation, Project Management Office (PMO), Internal Controls, Governance, Agile Methodology, Software Development, Data Integrity, Risk Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    F

    Fundação Instituto de Administração

    Gestão da Cadeia de Suprimentos

    Skills you'll gain: Supply Chain Management, Supply Chain, Supply Chain Planning, Logistics, Transportation, Supply Chain, and Logistics, Inventory Management System, Operations Management, Order Management, Business Technologies, Customer Demand Planning, Production Planning, Data-Driven Decision-Making, Automation, Internet Of Things, Blockchain, Machine Learning

    5
    Rating, 5 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Créer un diagramme d’affinité avec Creately

    Skills you'll gain: Diagram Design, Process Mapping, Data Visualization, Brainstorming, User Accounts, Collaborative Software, Project Planning, Data Analysis

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    I

    IBM

    Product Owner Capstone

    Skills you'll gain: Sprint Retrospectives, Agile Product Development, Sprint Planning, Backlogs, Agile Methodology, Product Management, Product Roadmaps, User Story, Portfolio Management, Continuous Improvement Process, Interviewing Skills, Stakeholder Engagement, Prioritization, Goal Setting

    4.9
    Rating, 4.9 out of 5 stars
    ·
    8 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Effective Strategies for Improving Employee Retention 

    Skills you'll gain: Employee Retention, Employee Engagement, Employee Training, Employee Surveys, Employee Performance Management, Diversity and Inclusion, Workforce Planning, Compensation and Benefits, Telecommuting, Workforce Management, Constructive Feedback, Culture Transformation, Virtual Teams, Mental Health Diseases and Disorders

    4.6
    Rating, 4.6 out of 5 stars
    ·
    21 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    S

    Sungkyunkwan University

    Machine Learning for Smart Beta

    Skills you'll gain: Data Processing, Data Preprocessing, Portfolio Management, Investment Management, Classification And Regression Tree (CART), Statistical Machine Learning, Investments, Machine Learning Algorithms, Applied Machine Learning, R Programming, Feature Engineering, Machine Learning, Financial Modeling, Model Evaluation, Supervised Learning, Asset Management

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universitat Autònoma de Barcelona

    Estrategias para desarrollar el talento en organizaciones

    Skills you'll gain: Performance Appraisal, Training and Development, Employee Training, Workforce Development, Employee Performance Management, Performance Management, Human Resources Management and Planning, Organizational Change, Human Resources, Talent Management, Workforce Planning

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    CSR Strategy: Analyze, Implement & Create Value

    Skills you'll gain: Corporate Sustainability, Environmental Social And Corporate Governance (ESG), Business Ethics, Organizational Strategy, Sustainable Business, Business Strategy, Governance, Compliance Management, Strategic Sourcing, Procurement, Stakeholder Engagement, Ethical Standards And Conduct, Sustainability Reporting, Business Risk Management, Diversity and Inclusion, Innovation

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Cybersecurity Risk Management Across Critical Systems

    Skills you'll gain: Cybersecurity, Cyber Security Policies, Cyber Risk, Risk Management, Cyber Attacks, Risk Mitigation, Business Risk Management, Cyber Security Strategy, Stakeholder Communications, Operational Risk, Enterprise Risk Management (ERM), Security Management, Risk Analysis, Cyber Security Assessment, Threat Modeling, Risk Modeling, Governance, Vulnerability Assessments, Information Privacy, Estimation

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Maryland, College Park

    AI Empowerment for Small Businesses

    Skills you'll gain: Generative AI, AI Enablement, AI Security, Small Business Accounting, Business Planning, Artificial Intelligence, Case Studies, Predictive Analytics, Forecasting, Business Strategy, Business Ethics, Data Governance, Content Creation, Customer Service

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Microsoft Copilot for Power BI: AI-Powered Report Insights

    Skills you'll gain: Data Analysis Expressions (DAX), Power BI, Microsoft Power Platform, Dashboard, Data Modeling, Business Intelligence, Microsoft Excel, Data Visualization Software, Microsoft Copilot, Data Integration, Data-Driven Decision-Making, Performance Reporting, Data Transformation, Data Cleansing, ChatGPT

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Curiosity: A Necessary Ingredient for Successful Innovation

    Skills you'll gain: Curiosity, Design Thinking, Innovation, Customer Analysis, Creative Thinking, Target Audience, Customer Insights, Market Research, Entrepreneurship, Problem Solving, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    12 reviews

    Beginner · Course · 1 - 3 Months

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

  • Systems Acquisition, Development and Implementation: Packt
  • Gestão da Cadeia de Suprimentos: Fundação Instituto de Administração
  • Créer un diagramme d’affinité avec Creately: Coursera
  • Product Owner Capstone: IBM
  • Effective Strategies for Improving Employee Retention : Coursera
  • Machine Learning for Smart Beta: Sungkyunkwan University
  • Estrategias para desarrollar el talento en organizaciones: Universitat Autònoma de Barcelona
  • CSR Strategy: Analyze, Implement & Create Value: EDUCBA
  • Cybersecurity Risk Management Across Critical Systems: University of Maryland, College Park
  • AI Empowerment for Small Businesses: University of Maryland, College Park

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