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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


  • C

    Commonwealth Education Trust

    Foundations of Teaching for Learning: Curriculum

    Skills you'll gain: Curriculum Development, Teaching, Education and Training, Instructional and Curriculum Design, Course Development, Instructional Strategies, Pedagogy, Student-Centred Learning, Collaboration, Learning Theory, Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    516 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Introduction to Operations Management

    Skills you'll gain: Operations Management, Operational Efficiency, Process Analysis, Process Management, Process Improvement, Lean Methodologies, Workflow Management, Continuous Improvement Process, Capacity Planning, Quality Management, Supply Chain Management, Inventory Management System, Statistical Process Controls, Process Flow Diagrams, Root Cause Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    2.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Cambridge

    Foundations of Finance

    Skills you'll gain: Cash Flow Forecasting, Financial Reporting, Cash Flows, Finance, Financial Management, Financial Acumen, Financial Statements, Risk Management, Return On Investment, Business Risk Management, Business Ethics, Stakeholder Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    33 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    N

    Northwestern University

    Scaling Operations: Linking Strategy and Execution

    Skills you'll gain: Data-Driven Decision-Making, Strategic Sourcing, Operational Analysis, Operations Management, Business Operations, Capacity Planning, Supply Chain, Competitive Analysis, Strategic Decision-Making, Business Strategy, Supplier Relationship Management, Case Studies, Return On Investment, Planning, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    262 reviews

    Mixed · Course · 1 - 3 Months

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

    LearnQuest

    Growth Strategies and Career Readiness in Tech Sales

    Skills you'll gain: Selling Techniques, Upselling, Technical Sales, Sales, Cross Selling, LinkedIn, Business Ethics, Sales Strategy, digital literacy, Professional Networking, Automation, Goal Setting, Compliance Management, Customer Retention

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Fundamentals of Project Management

    Skills you'll gain: Work Breakdown Structure, Project Management Life Cycle, Project Management, Project Schedules, Scheduling, Project Management Software, Project Planning, Project Estimation, Team Management, Budgeting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    84 reviews

    Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    Market Research Case Study: Apply & Analyze

    Skills you'll gain: Market Research, Market Analysis, Competitive Analysis, Business Research, Market Intelligence, Global Marketing, Business Strategy, Strategic Marketing, Target Market, Consumer Behaviour, Performance Measurement, Report Writing, Analysis, Financial Acumen

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    C

    California Institute of the Arts

    Acting Skills for Business Communication and Leadership

    Skills you'll gain: Active Listening, Empathy, Assertiveness, Communication, Business Communication, Interpersonal Communications, Planning, Goal Setting, Mindfulness, Public Speaking, Influencing, Leadership, Business Leadership, Presentations, Team Building, Empowerment, Executive Presence, Non-Verbal Communication, Teamwork, Initiative and Leadership

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Human Resources Analytics

    Skills you'll gain: Data Storytelling, Data Presentation, Human Resource Strategy, Employee Relations, Employee Performance Management, Performance Metric, Dashboard, Data Analysis, Training and Development, Compensation Strategy, Business Metrics, Employee Retention, Compensation and Benefits, Talent Recruitment, Business Analysis, Employee Engagement, Mental Health

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.1K reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Analyze Apple's Stock and Financials with Bloomberg Terminal

    Skills you'll gain: Market Data, Financial Statement Analysis, Financial Data, Equities, Financial Analysis, Data Analysis, Accounting and Finance Software, Financial Modeling, Technical Analysis, Business Analysis, Real Time Data

    4.2
    Rating, 4.2 out of 5 stars
    ·
    39 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    FinTech Risk Management

    Skills you'll gain: Business Continuity Planning, Compliance Management, Disaster Recovery, Operational Risk, Financial Services, Financial Regulations, Risk Management, Business Risk Management, Governance, IT Management, Information Assurance, Internal Controls, Risk Analysis, Change Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    215 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    Northwestern University

    Social Media Marketing

    Skills you'll gain: Marketing Budgets, Blogs, Social Media Marketing, Integrated Marketing Communications, Social Media, Peer Review, Key Performance Indicators (KPIs), Social Media Strategy, Real Time Data, Marketing Effectiveness, Content Marketing, Strategic Marketing, Marketing Strategies, Social Media Content, Marketing, Target Audience, Digital Transformation, Analytics, Digital Marketing, ChatGPT

    4.6
    Rating, 4.6 out of 5 stars
    ·
    5.5K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Foundations of Teaching for Learning: Curriculum: Commonwealth Education Trust
  • Introduction to Operations Management: University of Pennsylvania
  • Foundations of Finance: University of Cambridge
  • Scaling Operations: Linking Strategy and Execution: Northwestern University
  • Growth Strategies and Career Readiness in Tech Sales: LearnQuest
  • Fundamentals of Project Management: Johns Hopkins University
  • Market Research Case Study: Apply & Analyze: EDUCBA
  • Acting Skills for Business Communication and Leadership: California Institute of the Arts
  • Human Resources Analytics: University of California, Irvine
  • Analyze Apple's Stock and Financials with Bloomberg Terminal: Coursera

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