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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • P

    Packt

    Change Management Crash Course: Change Management 101

    Skills you'll gain: Change Management, Organizational Change, Process Development, Leadership Studies, Business Transformation, Leadership and Management, Adaptability, Stakeholder Management, Stakeholder Engagement, Communication Planning

    4.1
    Rating, 4.1 out of 5 stars
    ·
    16 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Managing as a Coach

    Skills you'll gain: Employee Coaching, Coaching, Leadership and Management, Team Management, Professional Development, Adaptability, People Development, Organizational Leadership, Leadership, Mentorship, Emotional Intelligence, Decision Making, Communication, Active Listening, Self-Awareness, Critical Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.3K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidade de São Paulo

    Criação de Startups: Como desenvolver negócios inovadores

    Skills you'll gain: Market Analysis, Entrepreneurship, Market Opportunities, Business Modeling, User Research, Marketing, Product Development, Digital Marketing, New Business Development, Innovation, Business Development, Business Strategy, Process Validation, Business Operations, Team Building, Investments, Presentations

    4.8
    Rating, 4.8 out of 5 stars
    ·
    614 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    International Finance and Accounting

    Skills you'll gain: Payment Systems, Generally Accepted Accounting Principles (GAAP), Accounting Systems, Financial Reporting, Derivatives, Price Negotiation

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    AAPC

    AAPC Medical Biller

    Skills you'll gain: Medical Billing, Denial Management, ICD Coding (ICD-9/ICD-10), Patient Registration, Billing, Medical Billing and Coding, Medical Coding, CPT Coding, Accounts Receivable, Payment Processing and Collection, Medical Office Procedures, Utilization Management, Medical Records, Billing & Invoicing, Insurance, Medicare, Health Insurance Portability And Accountability Act (HIPAA) Compliance, Health Systems, Healthcare Industry Knowledge, Regulatory Compliance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    130 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Legal Contracts and Agreements for Entrepreneurs

    Skills you'll gain: Commercial Laws, Risk Management, Business Risk Management, Entrepreneurial Finance, Vendor Contracts, Legal Risk, Contract Negotiation, Entrepreneurship, Contract Management, Contract Review, Legal Strategy, New Business Development, Civil Law, Lawsuits, Intellectual Property, Sales Presentation, Finance, Fundraising

    4.8
    Rating, 4.8 out of 5 stars
    ·
    130 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Responsible Generative AI

    Skills you'll gain: Responsible AI, Generative AI, Governance, Data Governance, Data Management, Compliance Management, Consumer Behaviour, AI Enablement, Social Impact, Business Risk Management, Business Operations, Data Ethics, AI Product Strategy, Artificial Intelligence, Risk Analysis, Automation, Stakeholder Management, Human Resources, Leadership and Management, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    304 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    E

    ESCP Business School

    Intercultural Management

    Skills you'll gain: Intercultural Competence, Team Management, Global Marketing, Cultural Sensitivity, Cultural Diversity, Organizational Leadership, People Management, Business Communication, Leadership and Management, Negotiation, Leadership, Human Resources Management and Planning, Marketing

    4.6
    Rating, 4.6 out of 5 stars
    ·
    457 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Cybersecurity Management and Compliance

    Skills you'll gain: Cloud Security, Data Management, Cloud Computing Architecture, Records Management, Security Management, Cloud Computing, Cyber Security Policies, Microsoft Azure, Threat Management, Disaster Recovery, Data Governance, Security Controls, Information Privacy, General Data Protection Regulation (GDPR), Identity and Access Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    143 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Virginia

    Bases de la planification et de la gestion de projet

    Skills you'll gain: Project Planning, Project Risk Management, Earned Value Management, Project Management Life Cycle, Risk Management, Project Coordination, Project Scoping, Project Management, Sprint Planning, Stakeholder Analysis, Agile Methodology, Budget Management, Dependency Analysis, Scheduling, Work Breakdown Structure, Kanban Principles

    4.7
    Rating, 4.7 out of 5 stars
    ·
    123 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    ESSEC Business School

    Hôtel “De l'étoile” - a hotel in crisis?

    Skills you'll gain: Revenue Management, Competitive Analysis, Stakeholder Communications, Hospitality Management, Hotel Operations, Financial Analysis, Strategic Planning, Presentations, Case Studies, Business Planning, Brand Management, Market Analysis, Profit and Loss (P&L) Management, Decision Making

    4.6
    Rating, 4.6 out of 5 stars
    ·
    113 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Optimizing Your Workflow with GitHub Copilot and VS Code

    Skills you'll gain: Microsoft Copilot, Test Case, Version Control, Code Review, Integrated Development Environments, Software Configuration Management, Software Documentation, AI Enablement, Program Development, Development Environment, Technical Documentation, Project Planning, Project Management, Debugging

    4.4
    Rating, 4.4 out of 5 stars
    ·
    42 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Change Management Crash Course: Change Management 101: Packt
  • Managing as a Coach: University of California, Davis
  • Criação de Startups: Como desenvolver negócios inovadores: Universidade de São Paulo
  • International Finance and Accounting: University of Colorado Boulder
  • AAPC Medical Biller: AAPC
  • Legal Contracts and Agreements for Entrepreneurs: University of Maryland, College Park
  • Responsible Generative AI: University of Michigan
  • Intercultural Management: ESCP Business School
  • Cybersecurity Management and Compliance: Microsoft
  • Bases de la planification et de la gestion de projet: University of Virginia

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