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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: New
    New
    P

    Packt

    Service Integration and Management (SIAM) Foundation

    Skills you'll gain: Service Management, Information Technology Infrastructure Library, IT Service Management, Systems Integration, Control Objectives for Information and Related Technology (COBIT), Supplier Relationship Management, Strategic Sourcing, Risk Management Framework, Governance, Process Management, Process Improvement and Optimization, Risk Management, Continuous Improvement Process, Organizational Change, Performance Measurement, Lean Methodologies

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Delivering Quality Work with Agility

    Skills you'll gain: Professionalism, Workflow Management, Accountability, Time Management, Agile Methodology, Continuous Improvement Process, Plan Execution, Problem Solving, Process Improvement, Planning, Adaptability, Client Services, Quality Improvement, Communication Planning, Critical Thinking and Problem Solving, Communication, Decision Making, Customer experience improvement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    535 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    B

    Board Infinity

    Generative AI in Finance

    Skills you'll gain: Responsible AI, Fraud detection, Financial Analysis, Risk Modeling, Financial Regulations, Lending and Underwriting

    4
    Rating, 4 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Cape Town

    Becoming a changemaker: Introduction to Social Innovation

    Skills you'll gain: Design Thinking, Social Impact, Human Centered Design, Innovation, Creative Thinking, Community Development, Resourcefulness, Systems Thinking, Sustainable Development, Diversity and Inclusion, Complex Problem Solving, Empowerment, Entrepreneurship, Organizational Structure, Personal Development, Resilience

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.6K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Business Analysis Fundamentals

    Skills you'll gain: Stakeholder Management, Business Analysis, Project Management, Stakeholder Analysis, Analysis, Requirements Elicitation, Risk Management, Microsoft Power Platform, Business Process Improvement, Problem Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    994 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Fundamentals of Accounting Capstone

    Skills you'll gain: Asset Management, Budgeting, Small Business Accounting, Expense Management, Accounting, Financial Analysis, Cost Accounting, Financial Accounting, Financial Reporting, Financial Statements, Financial Forecasting, Business Planning, Business Operations, Communication Strategies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    124 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    B

    Board Infinity

    Interviewer training for Hiring Managers

    Skills you'll gain: Interviewing Skills, Employee Training, Workplace inclusivity, Management Training And Development, Talent Recruitment, Training and Development, Diversity Awareness, Recruitment Strategies, Talent Acquisition, Talent Sourcing, Active Listening, Communication, Cultural Sensitivity

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnQuest

    Advanced Negotiation and High-Impact Closure

    Skills you'll gain: Sales Presentations, Closing (Sales), Negotiation, Data Visualization, Sales Training, Contract Negotiation, Price Negotiation, B2B Sales, Influencing, Persuasive Communication, Storytelling, Behavioral Economics, Overcoming Objections, Value Propositions, Communication Strategies

    Intermediate · Course · 1 - 4 Weeks

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

    Edureka

    Design AI Agents with OpenAI AgentKit

    Skills you'll gain: AI Workflows, OpenAI API, LLM Application, OpenAI, Model Context Protocol, Generative AI Agents, Agentic systems, Tool Calling, Prompt Engineering, ChatGPT, Artificial Intelligence, Application Programming Interface (API), User Interface (UI), Context Management, Large Language Modeling, Python Programming, Development Environment, Application Deployment, Debugging

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    A

    AI CERTs

    AI for Executives & Strategy

    Skills you'll gain: Responsible AI, AI Enablement, Business Strategy, Leadership, Organizational Strategy, Business Transformation, Strategic Decision-Making, Business Technologies, Project Management, Artificial Intelligence, Governance, Data-Driven Decision-Making, Workforce Planning, Ethical Standards And Conduct

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Meta

    Version Control

    Skills you'll gain: Version Control, Unix Commands, Git (Version Control System), GitHub, Linux Commands, Software Versioning, Command-Line Interface, Linux, Collaborative Software, File Management, Software Development Tools, Software Development, Web Development

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Illinois Tech

    Transformational Leadership in a Tech-Driven Marketplace

    Skills you'll gain: Culture Transformation, Innovation, Organizational Change, Business Transformation, Strategic Leadership, Strategic Planning, Business Communication, Change Management, Organizational Leadership, Organizational Structure, Business Planning, Competitive Analysis, Business Writing, Leadership, Business Analysis, Business Strategy, Presentations, Financial Analysis, Project Planning, Financial Planning

    Build toward a degree

    Intermediate · Course · 1 - 3 Months

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

  • Service Integration and Management (SIAM) Foundation: Packt
  • Delivering Quality Work with Agility: IBM
  • Generative AI in Finance: Board Infinity
  • Becoming a changemaker: Introduction to Social Innovation: University of Cape Town
  • Business Analysis Fundamentals: Microsoft
  • Fundamentals of Accounting Capstone: University of Illinois Urbana-Champaign
  • Interviewer training for Hiring Managers: Board Infinity
  • Advanced Negotiation and High-Impact Closure: LearnQuest
  • Design AI Agents with OpenAI AgentKit: Edureka
  • AI for Executives & Strategy: AI CERTs

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