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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
    T

    Tecnológico de Monterrey

    Introducción a la gestión de proyectos

    Skills you'll gain: Project Management Life Cycle, Project Planning, Project Management Institute (PMI) Methodology, Project Management, Project Schedules, Project Scoping, Coordination, Project Implementation, Leadership and Management, Leadership

    4.8
    Rating, 4.8 out of 5 stars
    ·
    799 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    Y

    Yale University

    Tropical Forest Landscapes 101: Conservation & Restoration

    Skills you'll gain: Land Management, Environmental Science, Sustainable Development, Environment, Natural Resource Management, Environmental Engineering and Restoration, Environment and Resource Management, Climate Change Mitigation, Socioeconomics, Finance

    4.9
    Rating, 4.9 out of 5 stars
    ·
    175 reviews

    Beginner · Course · 1 - 3 Months

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    U

    University of California, Irvine

    Iniciando e planejando projetos

    Skills you'll gain: Project Planning, Stakeholder Management, Planning, Conflict Management, Project Management, Project Scoping, Leadership and Management, Project Coordination, Influencing, Organizational Structure, Communication Strategies

    4.9
    Rating, 4.9 out of 5 stars
    ·
    80 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Introduction to Supply Chain Finance & Blockchain Technology

    Skills you'll gain: Working Capital, Supply Chain Management, Supply Chain Systems, Supply Chain, Cash Flows, Blockchain, Cash Management, FinTech, Commercial Banking, Supplier Management, Payment Systems, Performance Measurement, Financial Systems, Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    298 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidade de São Paulo

    Introdução aos Princípios e Práticas da Gestão De Projetos

    Skills you'll gain: Project Schedules, Cost Estimation, Project Performance, Project Controls, Stakeholder Management, Work Breakdown Structure, Project Risk Management, Risk Analysis, Timelines, Conflict Management, Scheduling, Project Planning, Stakeholder Analysis, Project Scoping, Stakeholder Engagement, Quality Management, Project Management, Estimation, Milestones (Project Management), Performance Metric

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
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    Y

    Yale University

    Introduction to Medical Software

    Skills you'll gain: Clinical Trials, Software Development Life Cycle, Medical Devices, Systems Development, Usability, Medical Privacy, Regulatory Affairs, Verification And Validation, Human Factors, Regulatory Requirements, Quality Management Systems, Risk Management, Medical Management, User Interface (UI), Software Design, Healthcare Project Management, Software Testing, Entrepreneurship, Artificial Intelligence and Machine Learning (AI/ML), User Research

    4.8
    Rating, 4.8 out of 5 stars
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    282 reviews

    Intermediate · Course · 3 - 6 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Grow Your Business with Goldman Sachs 10,000 Women

    Skills you'll gain: Market Opportunities, Business Planning, Feasibility Studies, Growth Strategies, Business Development, Business Strategies, Strategic Thinking, Entrepreneurship, Business Analytics, Goal Setting, Peer Review, Innovation, Professional Networking

    4.8
    Rating, 4.8 out of 5 stars
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    1.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    Data Modeling with Power BI: Advanced DAX Calculations

    Skills you'll gain: Data Analysis Expressions (DAX), Power BI, Business Analysis, Financial Data, Business Intelligence, Data Modeling, Financial Analysis, Time Series Analysis and Forecasting, Data Visualization, Data Import/Export

    4.5
    Rating, 4.5 out of 5 stars
    ·
    15 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
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    U

    Universiteit Leiden

    Taxation of Multinationals for Everyone

    Skills you'll gain: Corporate Tax, Tax Planning, Tax Laws, Tax, Income Tax, Tax Compliance, International Finance

    5
    Rating, 5 out of 5 stars
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    19 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    S

    Starweaver

    Effective Inventory Management and Optimization

    Skills you'll gain: Inventory Control, Inventory Management, Inventory Management System, Customer Demand Planning, Demand Planning, Materials Management, Warehousing, Order Fulfillment, Forecasting, Cost Control, Operational Efficiency, Key Performance Indicators (KPIs)

    4.5
    Rating, 4.5 out of 5 stars
    ·
    39 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Strategic Innovation: Managing Innovation Initiatives

    Skills you'll gain: Innovation, New Product Development, Organizational Strategy, Business Transformation, Strategic Thinking, Strategic Leadership, Organizational Change, Team Leadership, Strategic Partnership, Entrepreneurship, Organizational Structure, Cross-Functional Collaboration

    4.8
    Rating, 4.8 out of 5 stars
    ·
    725 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Simplilearn

    CBAP Certification Business Analysis Training

    Skills you'll gain: Requirements Management, Project Management, Risk Management, Project Planning, Data Visualization, Agile Project Management, Microsoft Excel, Solution Design, Cost Management, Project Management Office (PMO), Business Analysis, Excel Formulas, Requirements Elicitation, Stakeholder Management, Scope Management, Pivot Tables And Charts, Dashboard, Business Analytics, Data Analysis, Data Validation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    36 reviews

    Beginner · Specialization · 1 - 3 Months

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

  • Introducción a la gestión de proyectos: Tecnológico de Monterrey
  • Tropical Forest Landscapes 101: Conservation & Restoration: Yale University
  • Iniciando e planejando projetos: University of California, Irvine
  • Introduction to Supply Chain Finance & Blockchain Technology: New York Institute of Finance
  • Introdução aos Princípios e Práticas da Gestão De Projetos: Universidade de São Paulo
  • Introduction to Medical Software: Yale University
  • Grow Your Business with Goldman Sachs 10,000 Women: Goldman Sachs
  • Data Modeling with Power BI: Advanced DAX Calculations : Coursera
  • Taxation of Multinationals for Everyone: Universiteit Leiden
  • Effective Inventory Management and Optimization : Starweaver

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