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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
    Status: AI skills
    AI skills
    M

    Microsoft

    Microsoft Project Management: Build Job-Ready Skills

    Skills you'll gain: Stakeholder Management, Team Management, Stakeholder Analysis, Virtual Teams, Scheduling, Conflict Management, Project Schedules, Project Management Life Cycle, Project Management, Risk Mitigation, Teamwork, Project Management Office (PMO), Procurement, Project Coordination, Kanban Principles, Performance Measurement, Risk Management, Communication, Planning, Budgeting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    697 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    H

    HEC Paris

    Entrepreneurship Strategy: From Ideation to Exit

    Skills you'll gain: Ideation, Entrepreneurship, Innovation, Creativity, B2B Sales, Sales, Business Planning, Business Strategy, Business Development, Self-Awareness, Global Marketing, Human Resources, Fundraising and Crowdsourcing, Financial Analysis, Cash Management, Recruitment, Team Building

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.2K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    R

    Real Madrid Graduate School Universidad Europea

    Construyendo Campeones: Entrenamiento deportivo para fútbol

    Skills you'll gain: Performance Analysis, Patient Evaluation, Sports Medicine, Coaching, Athletic Training, Laboratory Testing, Exercise Science, Injury Prevention, Health Technology, Needs Assessment, Diagnostic Tests, Performance Reporting, Clinical Assessment, Program Standards, Collaboration, Load Balancing, Decision Support Systems, Planning, Decision Making, Global Positioning Systems

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Introduction to Spreadsheets and Models

    Skills you'll gain: Spreadsheet Software, Financial Modeling, Regression Analysis, Excel Formulas, Business Modeling, Simulation and Simulation Software, Operations Research, Microsoft Excel, Google Sheets, Probability Distribution, Analysis, Forecasting, Predictive Analytics, Risk Analysis, Statistical Methods, Data Analysis Software, Process Optimization, Decision Tree Learning

    4.2
    Rating, 4.2 out of 5 stars
    ·
    3.9K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Technical University of Munich (TUM)

    Cost Accounting

    Skills you'll gain: Cost Accounting, Management Accounting, Income Statement, Operating Cost, Cost Management, Inventory Accounting, Profit and Loss (P&L) Management, Gross Profit, Strategic Decision-Making, Accounting, Product Planning, Resource Allocation, Product Assortment, Depreciation, Financial Accounting, Production Process, Financial Statements, Price Negotiation, Capacity Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    324 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Michigan

    Negociações de sucesso: estratégias e habilidades essenciais (em Português)

    Skills you'll gain: Negotiation, Contract Negotiation, Mediation, Arbitration, Price Negotiation, Planning, Strategic Planning, Conflict Management, Communication, Cultural Diversity, Business Ethics, Decision Making

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.6K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Everyday Excel, Part 2

    Skills you'll gain: Regression Analysis, Microsoft Excel, Statistical Modeling, Excel Formulas, Financial Analysis, Predictive Modeling, Data Management, Financial Modeling, Data Analysis Expressions (DAX), Financial Forecasting, Process Optimization, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    570 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Excel Skills for Business: Intermediate II

    Skills you'll gain: Excel Formulas, Microsoft Excel, Excel Macros, Data Validation, Spreadsheet Software, Data Modeling, Financial Forecasting, Data Integrity, Business Modeling, Automation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8.4K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidad de Palermo

    Plan de Negocios

    Skills you'll gain: Business Planning, Market Analysis, Value Propositions, Project Planning, Business Strategy, Market Opportunities, Risk Analysis, Financial Forecasting, Competitive Analysis, Business Risk Management, Financial Analysis, Decision Making, Organizational Structure

    4.6
    Rating, 4.6 out of 5 stars
    ·
    149 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Product Management For UX People

    Skills you'll gain: Product Management, Go To Market Strategy, Product Planning, User Experience, Market Analysis, Revenue Management, Product Lifecycle Management, UI/UX Strategy, Product Roadmaps, Product Design, Product Strategy, Sprint Retrospectives, User Interface and User Experience (UI/UX) Design, Marketing Analytics, Product Testing, Sprint Planning, A/B Testing, Driving engagement, Agile Methodology, Stakeholder Management

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Strategic Management and Innovation

    Skills you'll gain: Business Strategy, Business Planning, Case Studies, Strategic Decision-Making, Strategic Thinking, Plan Execution, Goal Setting, Resource Management, Organizational Strategy, Peer Review, Competitive Analysis, Strategic Leadership, Innovation, Organizational Structure, Strategic Planning, Market Analysis, Culture Transformation, Change Management, Business Strategies, Business Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    5.2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Adaptability and Resiliency

    Skills you'll gain: Adaptability, Resilience, Personal Attributes, Professional Development, Action Oriented, Overcoming Obstacles, Self-Awareness, Cognitive flexibility, Growth Mindedness, Personal Development, Relationship Building, Plan Execution, Composure, Productivity, Planning, Behavioral Management, Positivity, Optimism

    4.7
    Rating, 4.7 out of 5 stars
    ·
    766 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Microsoft Project Management: Build Job-Ready Skills: Microsoft
  • Entrepreneurship Strategy: From Ideation to Exit: HEC Paris
  • Construyendo Campeones: Entrenamiento deportivo para fútbol : Real Madrid Graduate School Universidad Europea
  • Introduction to Spreadsheets and Models: University of Pennsylvania
  • Cost Accounting: Technical University of Munich (TUM)
  • Negociações de sucesso: estratégias e habilidades essenciais (em Português): University of Michigan
  • Everyday Excel, Part 2: University of Colorado Boulder
  • Excel Skills for Business: Intermediate II: Macquarie University
  • Plan de Negocios: Universidad de Palermo
  • Product Management For UX People: Packt

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