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  • Financial Planning

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
    E

    Emory University

    Forecasting Models for Marketing Decisions

    Skills you'll gain: Customer Analysis, Customer Demand Planning, Marketing Analytics, Forecasting, Consumer Behaviour, Marketing Effectiveness, Model Evaluation, Time Series Analysis and Forecasting, Microsoft Excel, Marketing, Regression Analysis, Customer Acquisition Management, Customer Retention

    4.3
    Rating, 4.3 out of 5 stars
    ·
    80 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    K

    Knowledge Accelerators

    Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills

    Skills you'll gain: Data Presentation, Pivot Tables And Charts, Data Entry, Data Processing, Data Science, Organizational Skills, Business Analytics, Data Management, Business Intelligence, Microsoft 365, Productivity Software, Record Keeping, Customer Data Management, Productivity, Financial Analysis, Marketing Planning, Project Management, Event Planning

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Master Class for Corporate Entrepreneurs

    Skills you'll gain: Proposal Development, Innovation, Market Opportunities, Entrepreneurship, Business Modeling, New Business Development, Corporate Strategy, Corporate Finance, New Product Development, Strategic Thinking, Business Strategy, Value Propositions

    4.8
    Rating, 4.8 out of 5 stars
    ·
    127 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Introduction to KPIs: Measuring Success in Business

    Skills you'll gain: Key Performance Indicators (KPIs), Performance Measurement, Business Metrics, Continuous Improvement Process, Performance Analysis, Business Process Improvement, Performance Improvement, Business Analysis, Data-Driven Decision-Making, Business Priorities, Operational Efficiency, Business Reporting, Smart Goals

    4.5
    Rating, 4.5 out of 5 stars
    ·
    70 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Analyzing Product Opportunities with Creately

    Skills you'll gain: Market Opportunities, New Product Development, Product Strategy, Competitive Analysis, Business Strategy, New Business Development, Market Analysis, Business Analysis, Product Development, Business Planning, Entrepreneurship, Innovation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    42 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • C

    Coursera

    Business Strategy: Business Model Canvas Analysis with Miro

    Skills you'll gain: Miro AI, Value Propositions, Business Modeling, Product Development, Business Analysis, Business Process Modeling, Stakeholder Communications, Business Solutions, Presentations, Business Strategy, Strategic Thinking, Innovation, Entrepreneurship

    4.5
    Rating, 4.5 out of 5 stars
    ·
    145 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • P

    Packt

    AutoCAD 2023 Masterclass - Produce Amazing Site Plans

    Skills you'll gain: Architectural Drawing, Technical Drawing, Drafting and Engineering Design, Computer-Aided Design, Architectural Design, Construction, Data Import/Export, File Management, Design

    4.6
    Rating, 4.6 out of 5 stars
    ·
    58 reviews

    Beginner · Course · 3 - 6 Months

  • Status: Preview
    Preview
    U

    Universidad Austral

    Competencias para la empleabilidad

    Skills you'll gain: Creative Problem-Solving, Critical Thinking, Creativity, Innovation, Entrepreneurship, Adaptability, Change Management, Higher Education, Workforce Development, Collaboration

    4.6
    Rating, 4.6 out of 5 stars
    ·
    223 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Navigating Disruptions and Emerging Technologies

    Skills you'll gain: Emerging Technologies, Forecasting, Critical Thinking, Augmented and Virtual Reality (AR/VR), Strategic Thinking, Technology Strategies, Strategic Leadership, AI Enablement, Business Transformation, Data-Driven Decision-Making, Systems Thinking, Innovation, Storytelling, Thought Leadership, Scenario Testing, Decision Making, Artificial Intelligence, Virtual Reality, Probability & Statistics

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    43 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    K

    Khalifa University

    Introduction to HSE Engineering

    Skills you'll gain: Environment Health And Safety, Safety Training, Occupational Safety and Health Administration (OSHA), Accident Prevention, Safety Standards, Hazard Analysis, Legal Risk, Risk Management, Safety Audits, Regulatory Compliance, Compensation Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    91 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    I

    Infosec

    CompTIA Security+ 701

    Skills you'll gain: Cybersecurity, Cyber Attacks, Incident Response, Information Systems Security, Application Security, Security Management, Computer Security Incident Management, Network Security, IT Security Architecture, Threat Management, Security Information and Event Management (SIEM), Cyber Threat Intelligence, Security Controls, Identity and Access Management, Cryptography, Threat Detection, Data Security, Computer Security, Encryption, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    559 reviews

    Intermediate · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Foundations of Neuroscience

    Skills you'll gain: Marketing Psychology, Case Studies, Persuasive Communication, Advertising, Consumer Behaviour, Decision Making, Marketing Effectiveness, Neurology, Behavioral Economics, Marketing, Psychology, Anatomy

    4.6
    Rating, 4.6 out of 5 stars
    ·
    36 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Forecasting Models for Marketing Decisions: Emory University
  • Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills: Knowledge Accelerators
  • Master Class for Corporate Entrepreneurs: University of Maryland, College Park
  • Introduction to KPIs: Measuring Success in Business : Coursera
  • Analyzing Product Opportunities with Creately: Coursera
  • Business Strategy: Business Model Canvas Analysis with Miro: Coursera
  • AutoCAD 2023 Masterclass - Produce Amazing Site Plans: Packt
  • Competencias para la empleabilidad: Universidad Austral
  • Navigating Disruptions and Emerging Technologies: University of Illinois Urbana-Champaign
  • Introduction to HSE Engineering: Khalifa University

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