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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
    I

    Intuit

    Liabilities and Equity in Accounting

    Skills you'll gain: Payroll, Payroll Administration, Payroll Processing, Payroll Tax, Sales Tax, Balance Sheet, Accounting, Accounts Payable, Financial Accounting, General Accounting, Equities, Bookkeeping, General Ledger, Mortgage Loans, Loans, Tax Compliance

    4.4
    Rating, 4.4 out of 5 stars
    ·
    781 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Technical Program Manager's Handbook: Mastering PM Skills

    Skills you'll gain: Technical Management, Program Management, Stakeholder Engagement, Leadership and Management, Stakeholder Management, Project Management, Technical Product Management, Risk Management, Initiative and Leadership, Technical Consulting, Professional Development, Generative AI, Drive Engagement, Communication Planning, Emotional Intelligence, Technical Communication, Project Planning, AI Enablement, Software Architecture, Technical Analysis

    Intermediate · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Operations Analytics

    Skills you'll gain: Descriptive Analytics, Business Analytics, Analytics, Predictive Analytics, Operational Analysis, Business Operations, Data Analysis, Operations Management, Data-Driven Decision-Making, Demand Planning, Forecasting, Simulation and Simulation Software, Business Modeling, Inventory and Warehousing, Process Optimization, Risk Analysis, Excel Formulas, Supply Chain Planning, Decision Making, Strategic Decision-Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    5.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Fundamentals of Project Management

    Skills you'll gain: Work Breakdown Structure, Project Management Life Cycle, Project Management, Project Schedules, Scheduling, Project Management Software, Project Planning, Project Estimation, Team Management, Budgeting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    85 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Mercados financeiros

    Skills you'll gain: Investment Banking, Financial Regulation, Financial Market, Portfolio Management, Corporate Finance, Securities (Finance), Risk Management, Finance, Behavioral Economics, Capital Markets, Banking, Insurance, Equities, Brokerage, Underwriting, Governance, Non-Profit Accounting, Derivatives, Mortgage Loans, Economics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    87 reviews

    Beginner · Course · 1 - 3 Months

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

    Edureka

    Generative AI for Customer Service Automation

    Skills you'll gain: Miro AI, Customer Engagement, Responsible AI, AI Product Strategy, No-Code Development, Customer experience improvement, Email Automation, Customer Service, Customer Analysis, Automation, Generative AI, Customer Data Management, Customer Communications Management, Customer Relationship Management (CRM) Software, Customer Support, Workflow Management, Artificial Intelligence, Customer and Client Support, Agentic systems, Ethical Standards And Conduct

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Unilever

    Unilever Supply Chain Data Analyst

    Skills you'll gain: Data Governance, Descriptive Analytics, Data Storytelling, Supply Chain, Supply Chain Management, Demand Planning, Presentations, Data Visualization, Supply Chain Systems, Supply Chain Planning, Transportation, Supply Chain, and Logistics, Process Improvement, Data Management, Data Lakes, Predictive Analytics, Forecasting, Data Analysis, Data Analysis Software, Real Time Data, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    603 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management

    Skills you'll gain: Project Schedules, Project Planning, Stakeholder Management, Communication Planning, Project Implementation, Earned Value Management, Agile Methodology, Agile Project Management, Stakeholder Communications, Project Scoping, Work Breakdown Structure, Project Management, Program Management, Conflict Management, Project Coordination, Milestones (Project Management), Resource Utilization, Resource Planning, Project Documentation, Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    32 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Organisational design: Know your organisation

    Skills you'll gain: Human Resource Strategy, Organizational Strategy, Organizational Structure, Organizational Effectiveness, Workforce Planning, Organizational Change, Risk Management, Business Strategy, Key Performance Indicators (KPIs), Report Writing

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnKartS

    Foundations of Project Management

    Skills you'll gain: Scope Management, Project Scoping, Leadership and Management, Project Management Institute (PMI) Methodology, Project Management, Meeting Facilitation, Team Leadership, Resource Management, Project Management Life Cycle, Leadership, Project Portfolio Management, Team Building, Scheduling, Project Planning, Ethical Standards And Conduct, Project Risk Management, Work Breakdown Structure, Stakeholder Management

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    A

    Adobe

    Promote Community Events With AI

    Skills you'll gain: Event Marketing, Target Audience, Adobe Express, Marketing Materials, Promotional Materials, Goal Setting, Promotional Strategies, Community Outreach, Content Creation, Event Planning, Performance Measurement, Marketing Analytics, Copywriting, Visual Design, Marketing Channel, Graphic Design, Branding, Strategic Partnership

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Career Discovery

    Skills you'll gain: Professional Networking, LinkedIn, Mentorship, Professional Development, Interviewing Skills, Social Media, Relationship Building, Social Media Strategy, Planning, Strategic Communication, Communication, Adaptability, Collaboration, Business Research, Negotiation, Leadership, Professionalism, Goal Setting, Personal Development, Market Research

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.7K reviews

    Beginner · Specialization · 3 - 6 Months

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1…596061…377

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

  • Liabilities and Equity in Accounting: Intuit
  • Technical Program Manager's Handbook: Mastering PM Skills: Packt
  • Operations Analytics: University of Pennsylvania
  • Fundamentals of Project Management: Johns Hopkins University
  • Mercados financeiros: Yale University
  • Generative AI for Customer Service Automation : Edureka
  • Unilever Supply Chain Data Analyst: Unilever
  • Project Management: University of California, Irvine
  • Organisational design: Know your organisation: Macquarie University
  • Foundations of Project Management: LearnKartS

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