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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

    University of Colorado System

    Planning, HUDs, and Spawners in GameMaker

    Skills you'll gain: Video Game Development, Game Design, Unity Engine, Unreal Engine, Program Development, No-Code Development, User Interface (UI)

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Agile Practices: Apply, Evaluate & Optimize Planning

    Skills you'll gain: Sprint Retrospectives, Kanban Principles, Agile Product Development, Sprint Planning, Agile Project Management, Project Risk Management, Lean Methodologies, Risk Management, Agile Software Development, Agile Methodology, Team Building, Risk Mitigation, Workflow Management, Project Planning, Performance Metric, Team Performance Management, Release Management, Process Development, Scope Management, Continuous Improvement Process

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    N

    Northeastern University

    Planning and Managing Information Systems Development Part 2

    Skills you'll gain: Enterprise Architecture, Stakeholder Engagement, Resource Management, Project Risk Management, Stakeholder Management, Risk Management, Information Technology Architecture, Resource Planning, Procurement, Resource Allocation, Enterprise Modeling, Stakeholder Communications, IT Management, Project Management, Risk Management Framework, Risk Analysis, Information Systems, Communication Strategies, Communication Planning, Management Information Systems

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    N

    Northeastern University

    Strategic Info Systems: Planning & Business Alignment

    Skills you'll gain: Scope Management, Requirements Management, Agile Software Development, Project Scoping, Project Documentation, IT Management, Change Control, Agile Project Management, Project Planning, Agile Methodology, Strategic Planning, Project Management Life Cycle, Information Technology, Project Management, Business Planning, Agile Product Development, Project Portfolio Management, Change Requests, Systems Thinking

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Lesson Planning with the ELL in Mind

    Skills you'll gain: Lesson Planning, Language Competency, English Language, Curriculum Planning, Instructional and Curriculum Design, Language Learning, Student Engagement, Grammar, Vocabulary, Literacy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    202 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    ChatGPT for Project Management: Insight, Planning, & Success

    Skills you'll gain: LLM Application, Large Language Modeling, Project Planning, Prompt Patterns, ChatGPT, Risk Analysis, Timelines, Project Risk Management, Performance Metric, Project Schedules, Project Management, Organizational Skills, Prompt Engineering, Risk Management, Key Performance Indicators (KPIs), Work Breakdown Structure, Generative AI

    4.7
    Rating, 4.7 out of 5 stars
    ·
    79 reviews

    Mixed · Course · 1 - 4 Weeks

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

    Coursera

    Present Compelling Financial Reports with Confidence

    Skills you'll gain: Business Reporting, Data Presentation, Report Writing, Financial Reporting, Data Visualization, Concision, Data Storytelling, Data Visualization Software, Presentations, Storytelling, Communication, Graphing

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    Harvard Business Review

    Lead for Results: From Planning to Execution

    Skills you'll gain: Performance Analysis, Process Analysis, Goal Setting, Delegation Skills, Performance Measurement, Project Management, Meeting Facilitation, Time Management, Team Performance Management, Goal-Oriented, Project Risk Management, Productivity, Project Schedules, Leadership, Conflict Management, Negotiation, Prioritization, Planning, Organizational Strategy, Organizational Development

    4.9
    Rating, 4.9 out of 5 stars
    ·
    14 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Project Management: Life cycle and project planning

    Skills you'll gain: Project Management Life Cycle, Project Management, Project Planning, Project Scoping, Scope Management, Project Schedules, Work Breakdown Structure, Workflow Management, Timelines, Organizational Skills, Scheduling, Organizational Structure, Resource Management, Matrix Management, Resource Allocation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    115 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Classify Financial Services: Apply Your Skills

    Skills you'll gain: Banking Services, Financial Services, Banking, Retail Banking, Analytical Skills, Deductive Reasoning, Financial Regulation, Analysis, Finance, Investment Banking, Asset Management, Company, Product, and Service Knowledge, Decision Making, Detail Oriented

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Simplilearn

    Agile Estimation Planning and Tracking Training

    Skills you'll gain: User Story, Project Estimation, Sprint Planning, Agile Project Management, Agile Methodology, Estimation, Stakeholder Communications, Backlogs, Agile Product Development, Stakeholder Engagement, Stakeholder Management, Project Controls, Project Planning, Prioritization, Project Management, Forecasting, Release Management, Continuous Monitoring, Persona Development

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    PracticalGrowth

    Project Planning and Delivery: From Scope to Launch

    Skills you'll gain: Project Planning, Prioritization, Project Scoping, Sprint Planning, Strategic Prioritization, Project Implementation, Project Management, Project Schedules, Project Coordination, Product Roadmaps, Milestones (Project Management), Stakeholder Communications, Project Estimation, Work Breakdown Structure, Communication Planning, Scope Management, Project Documentation, Scrum (Software Development), Project Performance, Release Management

    Intermediate · Course · 1 - 4 Weeks

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

  • Planning, HUDs, and Spawners in GameMaker: University of Colorado System
  • Agile Practices: Apply, Evaluate & Optimize Planning: EDUCBA
  • Planning and Managing Information Systems Development Part 2: Northeastern University
  • Strategic Info Systems: Planning & Business Alignment: Northeastern University
  • Lesson Planning with the ELL in Mind: Arizona State University
  • ChatGPT for Project Management: Insight, Planning, & Success: Vanderbilt University
  • Present Compelling Financial Reports with Confidence: Coursera
  • Lead for Results: From Planning to Execution: Harvard Business Review
  • Project Management: Life cycle and project planning: Politecnico di Milano
  • Classify Financial Services: Apply Your Skills: Coursera

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