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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


  • E

    EDUCBA

    Forex Trading and Currency Analysis

    Skills you'll gain: Derivatives, Futures Exchange, Market Data, International Finance, Risk Management Framework, Financial Trading, Economics, Financial Management, Credit Risk, Financial Systems, Financial Policy, Travel Arrangements, Financial Data, Risk Management, Forecasting, Financial Forecasting, Market Dynamics, Market Trend, Excel Formulas, Financial Market

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • C

    Coursera

    Model Project Cashflows with Confidence

    Skills you'll gain: Cash Flow Forecasting, Project Finance, Financial Modeling, Financial Forecasting, Financial Analysis, Finance, Cash Management, Cash Flows, Revenue Forecasting, Project Management Life Cycle, Capital Expenditure, Waterfall Methodology, Private Equity, Microsoft Excel, Timelines, Operating Expense

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • I

    IBM

    Generative AI for Program Managers

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Generative Model Architectures, Responsible AI, Program Management, Risk Management, Stakeholder Engagement, Project Management Institute (PMI) Methodology, Stakeholder Analysis, Strategic Decision-Making, AI literacy, Decision Intelligence, Stakeholder Management, AI Integrations, Artificial Intelligence and Machine Learning (AI/ML), Augmented and Virtual Reality (AR/VR), Governance, Machine Learning

    ★ 4.7 (11K) · Intermediate · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • E

    EDUCBA

    Stock Trading: Systems, Strategy & Risk Control

    Skills you'll gain: Technical Analysis, Financial Trading, Investment Management, Securities Trading, Market Trend, Financial Market, Market Data, Investments, Capital Markets, Financial Regulations, Equities, Risk Control, Order Entry, Financial Systems, Risk Management, Order Management, Trend Analysis, Financial Regulation, Business, Decision Making

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • I

    IBM

    IBM Product Manager

    Skills you'll gain: AI Product Strategy, User Story, Usability Testing, New Product Development, Product Management, Product Lifecycle Management, Product Development, Innovation, Agile Software Development, Scrum (Software Development), Product Roadmaps, Agile Methodology, Kanban Principles, Responsible AI, Generative AI, Backlogs, Product Planning, Generative Model Architectures, Registration, Leadership

    ★ 4.7 (4.5K) · Beginner · Professional Certificate · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • V

    Vanderbilt University

    Generative AI Leadership & Strategy

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, AI powered creativity, Ideation, Verification And Validation, Succession Planning, LLM Application, AI literacy, Business Writing, Responsible AI, Generative AI, AI Enablement, Leadership, Business Correspondence, Meeting Facilitation, Leadership and Management, Creativity, Problem Solving, Risk Management

    ★ 4.8 (9.1K) · Beginner · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • C

    Coursera

    Account Reconciliation and Cash Forecasting Fundamentals

    Skills you'll gain: Cash Management, Cash Flow Forecasting, Cash Flows, Reconciliation, Fraud detection, Accounting Software, Accounting and Finance Software, Internal Controls, Ledgers (Accounting), Financial Controls, Financial Forecasting, Standard Accounting Practices, Revenue Forecasting, Financial Accounting, Accounting Records, Forecasting, Financial Modeling, General Ledger, Accounting, Revenue Management

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • C

    Coursera

    DCF: Build, Apply, and Evaluate

    Skills you'll gain: Business Valuation, Financial Modeling, Cash Flows, Capital Budgeting, Cash Flow Forecasting, Financial Forecasting, Auditing, Financial Analysis, Microsoft Excel, Excel Formulas, Case Studies, Estimation, Corporate Finance, Risk Analysis

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • I

    IBM

    IBM IT Project Manager

    Skills you'll gain: User Story, Software Development Life Cycle, Stakeholder Engagement, Software Architecture, Project Management Life Cycle, Resource Management, Peer Review, Agile Software Development, Scrum (Software Development), Earned Value Management, Stakeholder Management, Agile Methodology, Project Risk Management, Project Management, Information Technology, Risk Management, Interviewing Skills, Agile Project Management, Leadership, Communication

    ★ 4.7 (11K) · Beginner · Professional Certificate · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • I

    IBM

    IBM IT Scrum Master

    Skills you'll gain: User Story, Software Development Life Cycle, Software Architecture, Sprint Retrospectives, Agile Software Development, Kanban Principles, DevOps, Backlogs, Full-Stack Web Development, Scrum (Software Development), Information Technology, Computer Hardware, Agile Methodology, Sprint Planning, Agile Project Management, Team Building, Registration, Risk Management, Leadership, Communication

    ★ 4.8 (12K) · Beginner · Professional Certificate · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • U

    University of Virginia

    Entrepreneurship: Growing Your Business

    Skills you'll gain: Financial Statements, Financial Accounting, Balance Sheet, Financial Reporting, Financial Statement Analysis, Design Thinking, Accounting, Innovation, Journey Mapping, Process Design, Entrepreneurship, Philanthropy, Leadership Development, Corporate Sustainability, Stakeholder Engagement, Professional Development, Business Ethics, Organizational Leadership, Finance, HR Tech

    ★ 4.8 (7.8K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • G

    Google

    Play It Safe: Manage Security Risks

    Skills you'll gain: Security Management, Threat Management, Cybersecurity, Cyber Risk, Risk Management Framework, Risk Management, Business Risk Management, Incident Response, Vulnerability Management, Risk Mitigation, Security Information and Event Management (SIEM), Security Controls, Computer Security, Risk Analysis, Threat Detection, Open Web Application Security Project (OWASP), Event Monitoring, Auditing

    ★ 4.8 (11K) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
1…474849…514

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

  • Forex Trading and Currency Analysis: EDUCBA
  • Model Project Cashflows with Confidence: Coursera
  • Generative AI for Program Managers: IBM
  • Stock Trading: Systems, Strategy & Risk Control: EDUCBA
  • IBM Product Manager: IBM
  • Generative AI Leadership & Strategy: Vanderbilt University
  • Account Reconciliation and Cash Forecasting Fundamentals: Coursera
  • DCF: Build, Apply, and Evaluate: Coursera
  • IBM IT Project Manager: IBM
  • IBM IT Scrum Master: IBM

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