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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
    Status: AI skills
    AI skills
    M

    Microsoft

    Microsoft Project Management: Build Job-Ready Skills

    Skills you'll gain: Stakeholder Management, Team Management, Stakeholder Analysis, Virtual Teams, Scheduling, Conflict Management, Project Schedules, Project Management Life Cycle, Project Management, Risk Mitigation, Teamwork, Project Management Office (PMO), Procurement, Project Coordination, Kanban Principles, Performance Measurement, Risk Management, Communication, Planning, Budgeting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    708 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Engineering Project Management: Scope, Time and Cost Management

    Skills you'll gain: Project Scoping, Cost Management, Scope Management, Project Estimation, Project Schedules, Earned Value Management, Scheduling, Work Breakdown Structure, Requirements Management, Timelines, Change Management, Budget Management, Project Management, Planning, Project Documentation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Beginner · Course · 1 - 3 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: Free Trial
    Free Trial
    U

    University of Pennsylvania

    商务基础 (中文版)

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Operations Management, Return On Investment, Process Analysis, Financial Accounting, Business Operations, Operational Efficiency, Financial Reporting, Income Statement, Capital Budgeting, Marketing, Cash Flows, Finance, Production Process, Operational Analysis, Strategic Marketing, Marketing Strategies, Financial Modeling, Business Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    341 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    P

    Packt

    Project Management Essentials: Lead Projects with Confidence

    Skills you'll gain: Scope Management, Project Scoping, Stakeholder Management, Project Management, Expectation Management, Project Estimation, Conflict Management, Resource Management, Team Leadership, Verbal Communication Skills, Communication, Project Planning, Change Orders, Work Breakdown Structure, Team Management, Agile Methodology

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Communication Channels for Project Success

    Skills you'll gain: Communication Planning, Strategic Communication, Internal Communications, Communication Strategies, Stakeholder Communications, Communication, Business Communication, Digital Communications, Collaboration, Expectation Management, Business Reporting, Spreadsheet Software

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    McMaster University

    Finance For Everyone: Value

    Skills you'll gain: Financial Analysis, Financial Market, Cash Flows, Financial Modeling, Investments, Business Valuation, Financial Data, Risk Management, Market Dynamics, Decision Making, Analytical Skills, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    251 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    Nursing Leadership: Strategy and Decision-Making

    Skills you'll gain: Stakeholder Engagement, Strategic Leadership, Nursing Management, Strategic Decision-Making, Leadership, Accountability, Decision Making, Communication Strategies, Strategic Thinking, Complex Problem Solving, Collaboration, Patient Safety, Critical Thinking, Goal Setting, Resource Allocation

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Lending, Crowdfunding, and Modern Investing

    Skills you'll gain: FinTech, Portfolio Management, Consumer Lending, Return On Investment, Lending and Underwriting, Financial Services, Risk Analysis, Investments, Fundraising and Crowdsourcing, Financial Market, Asset Management, Case Studies, Wealth Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    589 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    MedCerts

    Reimbursement

    Skills you'll gain: Claims Processing, Medical Coding, Medical Records, Health Information Management, Medical Privacy, Personally Identifiable Information, Regulatory Compliance

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Business Communication for the Modern Workplace

    Skills you'll gain: Active Listening, Internal Communications, Proposal Writing, Negotiation, AI Personalization, Stakeholder Engagement, Business Communication, Social Skills, Business Writing, Contract Negotiation, Workplace inclusivity, Influencing, Emotional Intelligence, Interpersonal Communications, Communication, Communication Planning, Customer Engagement, Communication Strategies, Leadership and Management, Leadership Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    669 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    McMaster University

    Finance for Everyone: Debt

    Skills you'll gain: Financial Policy, Finance, Credit Risk, General Finance, Corporate Finance, Financial Statements, Financial Analysis, Behavioral Economics, Economics, Case Studies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    147 reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Microsoft Project Management: Build Job-Ready Skills: Microsoft
  • Engineering Project Management: Scope, Time and Cost Management: Rice University
  • Organisational design: Know your organisation: Macquarie University
  • 商务基础 (中文版): University of Pennsylvania
  • Project Management Essentials: Lead Projects with Confidence: Packt
  • Communication Channels for Project Success: Coursera
  • Finance For Everyone: Value: McMaster University
  • Nursing Leadership: Strategy and Decision-Making: Coursera
  • Lending, Crowdfunding, and Modern Investing: University of Pennsylvania
  • Reimbursement: MedCerts

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