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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Preview
    Preview
    C

    Coursera

    Precision Bookkeeping: Records, Reconciliation, Reporting

    Skills you'll gain: Reconciliation, Accounting Records, Bookkeeping, Financial Reporting, Financial Controls, Accounting, Financial Data, Compliance Management, Financial Statements, Internal Communications, Verbal Communication Skills, Internal Controls, Automation

    4.4
    Rating, 4.4 out of 5 stars
    ·
    106 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Inventory Analytics

    Skills you'll gain: Inventory Control, Inventory Accounting, Materials Management, Supply Chain, Financial Statement Analysis, Data Analysis, Case Studies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    261 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM Business Intelligence (BI) Analyst

    Skills you'll gain: Data Storytelling, Dashboard, Data Presentation, Data Visualization, Database Design, MySQL, Presentations, Descriptive Statistics, Extract, Transform, Load, Business Intelligence, Data Visualization Software, IBM DB2, Tableau Software, Relational Databases, Star Schema, IBM Cognos Analytics, Interactive Data Visualization, Microsoft SQL Servers, Regression Analysis, Excel Formulas

    4.7
    Rating, 4.7 out of 5 stars
    ·
    15K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Introduction to Project Management

    Skills you'll gain: Stakeholder Management, IT Management, Project Management, Project Coordination, Information Technology, Project Risk Management, Agile Project Management, Project Implementation, Project Management Life Cycle, Relationship Management, Agile Methodology, Project Planning, Communication

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

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Compare Stock Returns with Google Sheets

    Skills you'll gain: Risk Analysis, Portfolio Risk, Google Sheets, Financial Analysis, Risk Management, Quantitative Research, Spreadsheet Software, Statistical Analysis, Statistics, Probability & Statistics

    4.3
    Rating, 4.3 out of 5 stars
    ·
    679 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Decentralized Finance (DeFi) Infrastructure

    Skills you'll gain: Blockchain, FinTech, Interoperability, Payment Systems, Financial Inclusion, Emerging Technologies, Financial Systems, Cryptography, Digital Assets, Financial Regulation, Banking, Transaction Processing, Data Integrity, Computer Security, Governance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.5K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Influencing: Storytelling, Change Management and Governance

    Skills you'll gain: Risk Management Framework, Persuasive Communication, Storytelling, Influencing, Governance, Risk Management, Change Management, Organizational Change, Communication, Conflict Management, Leadership, Business Transformation, Risk Analysis, Negotiation, Operational Risk, Business Risk Management, Risk Mitigation, Intercultural Competence, Stakeholder Management, Process Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Alberta

    Software Product Management

    Skills you'll gain: Agile Software Development, Project Risk Management, Requirements Analysis, Agile Methodology, Kanban Principles, Risk Management, Project Planning, Requirements Elicitation, Sprint Retrospectives, Requirements Management, Functional Requirement, Business Requirements, Sprint Planning, Software Development Methodologies, Software Development Life Cycle, Scrum (Software Development), Software Technical Review, Risk Management Framework, Product Management, Project Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    12K reviews

    Beginner · Specialization · 3 - 6 Months

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

    Coursera

    Project Milestones Fast: Recall & Apply

    Skills you'll gain: Milestones (Project Management), Project Schedules, Project Management, Scheduling, Project Planning

    Beginner · Course · 1 - 4 Weeks

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

    Multiple educators

    Real-World AI for Everyone

    Skills you'll gain: Retrieval-Augmented Generation, AI Enablement, AI Product Strategy, Productivity Software, Generative AI, AI Personalization, Artificial Intelligence and Machine Learning (AI/ML), Responsible AI, Business Communication, Emotional Intelligence, Productivity, Operational Efficiency, Administration, Business Operations, Planning, Project Planning, Business Planning, Project Management, Business Administration, Business

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    HRM Strategies: Analyze, Evaluate & Design

    Skills you'll gain: Human Resources Management and Planning, Human Resource Strategy, Human Resources, Talent Management, Workforce Planning, Talent Acquisition, Case Studies, Organizational Strategy, Business Strategy, Strategic Thinking, Competitive Analysis, Analysis, Risk Analysis

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    ChatGPT and AI for Accountants

    Skills you'll gain: Responsible AI, Fraud detection, Accounting Software, ChatGPT, Data-Driven Decision-Making, Management Accounting, Tax Compliance, Tax Management, Accounting, Real Time Data, Auditing, Financial Data, Financial Analysis, Ethical Standards And Conduct, Artificial Intelligence, Practice Management, Financial Forecasting, Anomaly Detection, Predictive Analytics, Generative AI

    Beginner · Course · 3 - 6 Months

1…444546…378

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

  • Precision Bookkeeping: Records, Reconciliation, Reporting: Coursera
  • Inventory Analytics: Rutgers the State University of New Jersey
  • IBM Business Intelligence (BI) Analyst: IBM
  • Introduction to Project Management : IBM
  • Compare Stock Returns with Google Sheets: Coursera
  • Decentralized Finance (DeFi) Infrastructure: Duke University
  • Influencing: Storytelling, Change Management and Governance: Macquarie University
  • Software Product Management: University of Alberta
  • Project Milestones Fast: Recall & Apply: Coursera
  • Real-World AI for Everyone: Advancing Women in Tech

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