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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
    F

    Fred Hutchinson Cancer Center

    Determining AI Needs

    Skills you'll gain: Model Evaluation, AI Enablement, AI Product Strategy, AI Security, Artificial Intelligence, Project Design, Goal Setting, Decision Making, Usability Testing, Needs Assessment, Project Planning, Cost Estimation, Resource Planning, Resource Management, Data Security

    4.1
    Rating, 4.1 out of 5 stars
    ·
    31 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    UI/UX Wireframing and Prototyping with Figma

    Skills you'll gain: Responsive Web Design, User Interface (UI), UI Components, Figma (Design Software), UI/UX Strategy, User Interface and User Experience (UI/UX) Design, Prototyping, Usability Testing, Interactive Design, User Experience Design, Mobile Development, User Flows, Style Guides, Web Development, Animations

    5
    Rating, 5 out of 5 stars
    ·
    27 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Data, Security, and Privacy

    Skills you'll gain: digital literacy, Systems Development, Data Security, System Design and Implementation, Data Ethics, Cybersecurity, Safety and Security, Information Technology, Information Privacy, Computer Literacy, Software Development Tools, Technology Strategies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    49 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Culture-Driven Team Building Capstone

    Skills you'll gain: Presentations, Case Studies, Cultural Diversity, Culture, Team Management, Organizational Effectiveness, Team Building, Analysis, Strategic Decision-Making, Business Consulting, Strategic Thinking, Organizational Strategy, Microsoft PowerPoint, Data-Driven Decision-Making, Root Cause Analysis, Human Resources Management and Planning, Business Leadership

    4.6
    Rating, 4.6 out of 5 stars
    ·
    40 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    MedCerts

    Pharmacy Law, Emergency Preparedness, and Biopharmaceutics

    Skills you'll gain: Medical Privacy, Pharmacology, Pharmacy, Pharmaceuticals, Basic Life Support (BLS) Certification, Healthcare Ethics, Health Care Procedure and Regulation, Health Insurance Portability And Accountability Act (HIPAA) Compliance, Infectious Diseases, Health Care, Emergency Response, Public Health, Information Privacy

    4.9
    Rating, 4.9 out of 5 stars
    ·
    24 reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Design a pitch deck with Canva

    Skills you'll gain: Canva (Software), Timelines, Marketing Materials, Product Demonstration, Presentations, Marketing Design, Value Propositions, Sales Presentation, Sales Presentations, Team Oriented, Graphic Design, Entrepreneurship

    4.7
    Rating, 4.7 out of 5 stars
    ·
    37 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    P

    Packt

    Governance and Risk Management Concepts

    Skills you'll gain: Risk Management Framework, Risk Management, IT Management, Risk Appetite, Business Risk Management, Operational Risk, Enterprise Risk Management (ERM), Compliance Management, Risk Analysis, Governance, Regulatory Requirements, Organizational Structure, Accountability

    4.8
    Rating, 4.8 out of 5 stars
    ·
    29 reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    How to Innovate with the Strategy Canvas for Competitiveness

    Skills you'll gain: Business Strategy, Strategic Thinking, Value Propositions, Competitive Analysis, Entrepreneurship, New Business Development, Market Research, Innovation, Strategic Planning, Organizational Strategy, Spreadsheet Software, Leadership

    4.4
    Rating, 4.4 out of 5 stars
    ·
    14 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Digital Advertising

    Skills you'll gain: Google Ads, Online Advertising, Pay Per Click Advertising, Paid media, Keyword Research, Social Media Campaigns, Marketing Analytics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Evaluate US GAAP: Equity, Revenue & Advanced Topics

    Skills you'll gain: Revenue Recognition, Generally Accepted Accounting Principles (GAAP), Technical Accounting, Financial Reporting, Mergers & Acquisitions, Financial Accounting, Tax Management, Consolidation, Equities, Income Tax, Income Statement, Accounting, Financial Statements

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    INSEAD

    Introdução às Tecnologias Blockchain

    Skills you'll gain: Blockchain, Cryptography, FinTech, Financial Inclusion, Emerging Technologies, Payment Systems, Distributed Computing, Data Integrity, Public Key Cryptography Standards (PKCS), Business Transformation, Data Security, Information Privacy, Stakeholder Analysis, Intellectual Property, Scalability, Governance

    4.9
    Rating, 4.9 out of 5 stars
    ·
    32 reviews

    Beginner · Course · 1 - 3 Months

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

    Automatic Data Processing, Inc. (ADP)

    Recruiting Fundamentals

    Skills you'll gain: Recruitment, Professional Networking, Applicant Tracking Systems, Recruitment Strategies, Relationship Building, Talent Acquisition, Human Resources, Regulatory Compliance, Talent Sourcing, Compliance Management, Interviewing Skills, Labor Law, Brand Strategy, Value Propositions

    5
    Rating, 5 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Determining AI Needs: Fred Hutchinson Cancer Center
  • UI/UX Wireframing and Prototyping with Figma: SkillUp
  • Data, Security, and Privacy: University of California, Irvine
  • Culture-Driven Team Building Capstone : University of Pennsylvania
  • Pharmacy Law, Emergency Preparedness, and Biopharmaceutics: MedCerts
  • Design a pitch deck with Canva: Coursera
  • Governance and Risk Management Concepts: Packt
  • How to Innovate with the Strategy Canvas for Competitiveness: Coursera
  • Digital Advertising: SkillUp
  • Evaluate US GAAP: Equity, Revenue & Advanced Topics: EDUCBA

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