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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
    U

    Universidades AnƔhuac

    Fundamentos de la Información Financiera y Contable

    Skills you'll gain: Financial Reporting, Financial Accounting, Bookkeeping, Accounting Records, Financial Statements, Accounting, Generally Accepted Accounting Principles (GAAP), General Ledger, Financial Analysis, Balance Sheet, Income Statement, Cash Flows

    4.9
    Rating, 4.9 out of 5 stars
    Ā·
    13 reviews

    Intermediate Ā· Course Ā· 1 - 3 Months

  • C

    Coursera

    Create a Business proposal with Visme for businesses

    Skills you'll gain: Proposal Writing, Business Writing, Proposal Development, Sales Presentation, Sales Presentations, Presentations, Value Propositions, Data Visualization, Company, Product, and Service Knowledge, Content Creation, Business Strategy, Entrepreneurship

    3.6
    Rating, 3.6 out of 5 stars
    Ā·
    11 reviews

    Beginner Ā· Guided Project Ā· Less Than 2 Hours

  • Status: Preview
    Preview
    S

    Starweaver

    Supply Chain Management for E-commerce

    Skills you'll gain: E-Commerce, Supply Chain Management, Procurement, Supply Chain, Logistics Management, Order Fulfillment, Supplier Management, Inventory Management System, Logistics, Business Technologies, Technology Strategies, Corporate Sustainability, Process Optimization, Demand Planning, Forecasting, Automation, Data-Driven Decision-Making

    4.6
    Rating, 4.6 out of 5 stars
    Ā·
    42 reviews

    Beginner Ā· Course Ā· 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    FAIR Institute

    Cyber Risk Management for Executives

    Skills you'll gain: Risk Analysis, Cyber Risk, Risk Appetite, Cyber Governance, Risk Management, Regulatory Compliance, Cyber Security Strategy, Cybersecurity, Governance, Threat Management, Enterprise Risk Management (ERM), Continuous Monitoring, Governance Risk Management and Compliance, Strategic Decision-Making, Insurance, Risk Modeling, Compliance Management, Threat Modeling, Business Risk Management, Business Communication

    4.7
    Rating, 4.7 out of 5 stars
    Ā·
    16 reviews

    Intermediate Ā· Specialization Ā· 1 - 3 Months

  • C

    Coursera

    Trello para Principiantes

    Skills you'll gain: Slack (Software), Collaborative Software, Project Management Software, Workflow Management, Project Management, Microsoft Teams, Google Workspace, Productivity Software, Project Planning, Automation

    Beginner Ā· Guided Project Ā· Less Than 2 Hours

  • P

    Packt

    Negotiation Skills

    Skills you'll gain: Negotiation, Communication, Conflict Management, Interpersonal Communications, Collaboration, Assertiveness, Proposal Development, Problem Solving, Active Listening, Planning, Cognitive flexibility

    4.4
    Rating, 4.4 out of 5 stars
    Ā·
    7 reviews

    Intermediate Ā· Course Ā· 1 - 4 Weeks

  • Status: Preview
    Preview
    I

    IBM

    Introduction to Enterprise Resiliency

    Skills you'll gain: Business Continuity Planning, Disaster Recovery, Business Continuity, z/OS, Information Technology Architecture, Mainframe Computing, IT Infrastructure, Mainframe Technologies, System Monitoring, Data Loss Prevention, Systems Administration, Operating Systems, Middleware

    4.4
    Rating, 4.4 out of 5 stars
    Ā·
    11 reviews

    Beginner Ā· Course Ā· 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    I

    IIMA - IIM Ahmedabad

    Organizations of the Future

    Skills you'll gain: Diversity and Inclusion, Stakeholder Management, Organizational Structure, Organizational Leadership, Organizational Effectiveness, Organizational Strategy, Organizational Change, Workforce Planning, Process Design, Ethical Standards And Conduct, Workforce Management, Innovation, Change Management, Employee Engagement, Culture

    4.7
    Rating, 4.7 out of 5 stars
    Ā·
    7 reviews

    Intermediate Ā· Course Ā· 1 - 3 Months

  • Status: Preview
    Preview
    I

    Illinois Tech

    Project Management for Information Technology and Management

    Skills you'll gain: Project Scoping, Scope Management, Quality Management, Resource Planning, Project Risk Management, Stakeholder Management, Cost Management, Risk Management, Communication Strategies, Resource Allocation, Project Management, Cost Estimation, Project Management Life Cycle, Information Technology, Leadership Studies, Stakeholder Analysis, Timelines, Project Schedules, Human Resources Management and Planning, Procurement

    Build toward a degree

    4.4
    Rating, 4.4 out of 5 stars
    Ā·
    7 reviews

    Beginner Ā· Course Ā· 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Stanford University

    Transitions in Care from Survivorship to Hospice

    Skills you'll gain: Hospice, Pain Management, Patient Communication, Care Management, Oncology, Patient Education And Counseling, Patient-centered Care, Care Coordination, Dignity in Care, Long Term Care, Family Support, Mental Health

    4.6
    Rating, 4.6 out of 5 stars
    Ā·
    27 reviews

    Beginner Ā· Course Ā· 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Cloud Security Risks: Identify and Protect Against Threats

    Skills you'll gain: Cloud Security, Threat Management, Vulnerability Management, Identity and Access Management, Data Security, Cloud-Native Computing, Infrastructure as Code (IaC), Authentications, Cloud Computing, Vulnerability Assessments, Multi-Factor Authentication, Data Governance, Personally Identifiable Information, Authorization (Computing), Infrastructure Security, Role-Based Access Control (RBAC), Containerization, Network Analysis

    4.3
    Rating, 4.3 out of 5 stars
    Ā·
    44 reviews

    Beginner Ā· Course Ā· 1 - 4 Weeks

  • Status: Free
    Free
    D

    DeepLearning.AI

    Practical Multi AI Agents and Advanced Use Cases with crewAI

    Skills you'll gain: CrewAI, AI Workflows, Agentic Workflows, AI Orchestration, LLM Application, Large Language Modeling, Generative AI Agents, Tool Calling, Agentic systems, Model Deployment, Automation, Application Deployment, Model Evaluation

    4.9
    Rating, 4.9 out of 5 stars
    Ā·
    22 reviews

    Beginner Ā· Project Ā· Less Than 2 Hours

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

  • Fundamentos de la Información Financiera y Contable:Ā Universidades AnĆ”huac
  • Create a Business proposal with Visme for businesses:Ā Coursera
  • Supply Chain Management for E-commerce:Ā Starweaver
  • Cyber Risk Management for Executives:Ā FAIR Institute
  • Trello para Principiantes:Ā Coursera
  • Negotiation Skills:Ā Packt
  • Introduction to Enterprise Resiliency:Ā IBM
  • Organizations of the Future:Ā IIMA - IIM Ahmedabad
  • Project Management for Information Technology and Management:Ā Illinois Tech
  • Transitions in Care from Survivorship to Hospice:Ā Stanford University

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