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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
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    IBM

    Generative AI for Human Resources (HR) Professionals

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Responsible AI, HR Tech, Human Resources Management and Planning, Human Resources, Workforce Planning, Human Resource Strategy, LLM Application, AI Enablement, Real Time Data, Artificial Intelligence and Machine Learning (AI/ML), Artificial Intelligence, AI Workflows, AI Personalization, Employee Engagement, Recruitment, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
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    11K reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
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    Vanderbilt University

    Generative AI Cybersecurity & Privacy for Leaders

    Skills you'll gain: Prompt Engineering, AI Security, ChatGPT, Prompt Patterns, Generative AI, Crisis Management, LLM Application, Productivity, Incident Response, Responsible AI, OpenAI, AI Personalization, AI Enablement, Data Ethics, Artificial Intelligence, Large Language Modeling, Business Ethics, Information Privacy, Threat Modeling, Cybersecurity

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    U

    University of California, Irvine

    Work Smarter, Not Harder: Time Management for Personal & Professional Productivity

    Skills you'll gain: Time Management, Scheduling, Strategic Prioritization, Productivity Software, Professionalism, Planning, Overcoming Obstacles, Communication Strategies, Crisis Management

    4.6
    Rating, 4.6 out of 5 stars
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    17K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Rice University

    Engineering Project Management

    Skills you'll gain: Project Scoping, Communication Planning, Cost Management, Engineering Management, Scope Management, Project Estimation, Project Schedules, Earned Value Management, Scheduling, Team Management, Quality Assurance, Stakeholder Management, Work Breakdown Structure, Risk Management, Organizational Structure, Procurement, Project Risk Management, Project Documentation, Project Management, Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.8K reviews

    Beginner · Specialization · 3 - 6 Months

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    C

    Coursera

    Month-End Close with Accounting Procedures

    Skills you'll gain: Month End Closing, Microsoft Excel, Standard Accounting Practices, Accounting, Accruals, General Accounting, Timelines, Financial Auditing, Reconciliation, Presentations, Process Mapping

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Money and Happiness

    Skills you'll gain: Relationship Building, Self-Awareness, Personal Development, Finance, Financial Planning, Emotional Intelligence, Behavioral Economics, Economics, Goal Setting, Decision Making

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    IBM

    Hybrid Cloud: Networking, Storage and Data Management

    Skills you'll gain: Cloud Storage, Hybrid Cloud Computing, Cloud Security, Virtual Networking, Multi-Cloud, Business Continuity, Disaster Recovery, Data Governance, Virtual Private Networks (VPN), Load Balancing, Database Management, IBM Cloud, Architectural Design, Planning

    Intermediate · Course · 1 - 4 Weeks

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    Coursera

    Managing AI Projects That Ship and Scale

    Skills you'll gain: Milestones (Project Management), Acceptance Testing, CI/CD, Scope Management, MLOps (Machine Learning Operations), Feature Engineering, Governance Risk Management and Compliance, Capacity Management, Responsible AI, Smart Goals, Project Risk Management, Compliance Management, Stakeholder Communications, Data Governance, Risk Analysis, Model Evaluation, Applied Machine Learning, Project Planning, Risk Management, Mitigation

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    E

    EDUCBA

    Mastering Special Purpose Entities: Analyze and Apply SPE

    Skills you'll gain: Sarbanes Oxley Act (SOX) Compliance, Specialized Accounting, Regulatory Requirements, Financial Regulations, Technical Accounting, Financial Reporting, Financial Statement Analysis, Financial Auditing, Securities (Finance), Investment Management, Financial Analysis, Business Risk Management, Asset Management, Organizational Structure, Consolidation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    Sound the Alarm: Detection and Response

    Skills you'll gain: Intrusion Detection and Prevention, Incident Response, Computer Security Incident Management, Threat Detection, Event Monitoring, Security Information and Event Management (SIEM), Incident Management, Security Management, Continuous Monitoring, Network Security, Network Monitoring, Splunk, Network Analysis, TCP/IP, Network Protocols, Query Languages

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Free Trial
    C

    Coursera

    Audit & Index Records: Fast & Flawless

    Skills you'll gain: Accounting Records, Auditing, Record Keeping, Compliance Auditing, Metadata Management, Records Management, Financial Auditing, Document Management, Organizational Skills, Operational Efficiency, Information Management, Information Architecture, QuickBooks (Accounting Software), Systems Design, File Management, Data Validation, Verification And Validation, Excel Formulas, Microsoft Excel

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Logical Operations

    Project Management: Predictive/Adaptive Method Fundamentals

    Skills you'll gain: Project Closure, Project Scoping, Project Risk Management, Project Schedules, Cost Management, Sprint Planning, Agile Project Management, Project Planning, Project Management, Scope Management, Change Control, Project Performance, Microsoft Excel, Communication Planning, Team Leadership, Leadership, User Story, Microsoft Word, Microsoft Office, Leadership Development

    Beginner · Specialization · 1 - 3 Months

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

  • Generative AI for Human Resources (HR) Professionals: IBM
  • Generative AI Cybersecurity & Privacy for Leaders: Vanderbilt University
  • Work Smarter, Not Harder: Time Management for Personal & Professional Productivity: University of California, Irvine
  • Engineering Project Management: Rice University
  • Month-End Close with Accounting Procedures: Coursera
  • Money and Happiness: University of Illinois Urbana-Champaign
  • Hybrid Cloud: Networking, Storage and Data Management: IBM
  • Managing AI Projects That Ship and Scale: Coursera
  • Mastering Special Purpose Entities: Analyze and Apply SPE: EDUCBA
  • Sound the Alarm: Detection and Response: Google

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