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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


  • I

    IE Business School

    Business Opportunities and Risks in a Globalized Economy

    Skills you'll gain: Economic Development, Economics, Demography, Market Opportunities, Financial Policy, International Finance, Business Economics, International Relations, Risk Analysis, Market Data, Analysis, Socioeconomics, Business Risk Management, Social Sciences, Growth Strategies, Public Policies, Fiscal Management

    ★ 4.8 (186) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • M

    Microsoft

    Communication with Stakeholders

    Skills you'll gain: Stakeholder Communications, Stakeholder Management, Communication Planning, Stakeholder Engagement, Conflict Management, Strategic Communication, Cultural Responsiveness, Communication Strategies, Rapport Building, Project Management, Cultural Diversity, Business Communication, Project Management Institute (PMI) Methodology, Intercultural Competence, Communication, Relationship Building, Influencing, Agile Project Management, Program Management, Cultural Sensitivity

    ★ 4.5 (37) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • I

    Illinois Tech

    Marketing Strategy

    Skills you'll gain: Global Marketing, Brand Management, Marketing, Brand Strategy, Strategic Marketing, Marketing Management, Brand Marketing, Branding, Customer Relationship Management, Marketing Planning, Marketing Strategy and Techniques, Marketing Strategies, Digital Media Strategy, Customer Relationship Building, Customer Retention, Online Advertising, Digital Advertising, Digital Marketing, Marketing Communications, Marketing Channel

    ★ 4.7 (146) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • U

    University of California, Irvine

    Инициирование и планирование проектов

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, Work Breakdown Structure, Conflict Management, Project Planning, Project Scoping, Organizational Structure, Project Management, Planning, Project Management Life Cycle, Project Documentation, Stakeholder Communications, Stakeholder Analysis, Leadership and Management, Influencing

    ★ 4.9 (70) · Mixed · Course · 1 - 3 Months

    Category: Preview
    Preview
  • S

    SkillUp

    Scrum Master Capstone

    Skills you'll gain: User Story, Sprint Retrospectives, Risk Analysis, Sprint Planning, Backlogs, Project Risk Management, Risk Management, Agile Project Management, Risk Mitigation, Agile Product Development, Product Requirements, Agile Methodology, Stakeholder Engagement, Stakeholder Management, Kanban Principles, Project Documentation, Portfolio Management, Project Planning, Performance Analysis, Team Building

    ★ 4.8 (53) · Advanced · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • H

    Harvard Business Review

    New Manager’s Playbook

    Skills you'll gain: Budget Management, Team Performance Management, Team Building, Team Management, Budgeting, Teamwork, Financial Statements, Financial Statement Analysis, Team Motivation, Conflict Management, Team Leadership, Relationship Management, Stress Management, Professional Development, Cross-Functional Team Leadership, Leadership, Leadership Development, Business Development, Financial Management, Financial Planning

    Intermediate · Specialization · 1 - 3 Months

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

    University of California, Irvine

    Study Skills for University Success

    Skills you'll gain: Learning Styles, Learning Strategies, Time Management, Honesty, Verbal Communication Skills, Social Skills, Personal Integrity, Organizational Skills, Active Listening, Literacy, Communication, Higher Education, Planning, Interpersonal Communications, Adaptability, Relationship Building, digital literacy

    ★ 4.7 (151) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • 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, Market Dynamics, Business

    ★ 4.8 (13) · Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • G

    Google Cloud

    Cloud Security Risks: Identify and Protect Against Threats

    Skills you'll gain: Cloud Security, Threat Management, Vulnerability Management, Identity and Access Management, Data Security, Cloud-Native Computing, Infrastructure as Code (IaC), Authentications, Cloud Computing, Vulnerability Assessments, Cyber Attacks, Multi-Factor Authentication, Data Governance, Key Management, Security Management, Authorization (Computing), Containerization, Network Analysis

    ★ 4.4 (47) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • M

    Microsoft

    Stakeholder Relations and Reporting

    Skills you'll gain: Stakeholder Communications, Stakeholder Management, Stakeholder Analysis, Communication Planning, Stakeholder Engagement, Public Relations, Marketing and Public Relations, Public Affairs, Performance Reporting, Report Writing, Strategic Communication, Business Reporting, Marketing Effectiveness, Promotions and Campaigns, Community Outreach, Performance Metric, Data Storytelling, Relationship Building, Data Visualization

    ★ 4.8 (44) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • P

    Packt

    Change Management

    Skills you'll gain: Change Management, Organizational Change, Organizational Development, Leadership and Management, Business Transformation, Business Leadership, Leadership Development, Organizational Leadership, People Management, Culture Transformation, Continuous Improvement Process, Team Performance Management, Staff Management, Overcoming Objections, Emotional Intelligence, Strategic Planning, Drive Engagement

    ★ 4.7 (58) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • S

    STARWEAVER

    Advanced Business Analysis: Elicitation & Analysis

    Skills you'll gain: Requirements Elicitation, User Story, Business Requirements, Business Analysis, Process Modeling, Requirements Analysis, Financial Analysis, Requirements Management, Business Process Modeling, Stakeholder Engagement, Interviewing Skills, Analysis, Discussion Facilitation, Stakeholder Communications, Collaboration, Communication

    ★ 4.9 (80) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
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In summary, here are 10 of our most popular financial planning courses

  • Business Opportunities and Risks in a Globalized Economy: IE Business School
  • Communication with Stakeholders: Microsoft
  • Marketing Strategy: Illinois Tech
  • Инициирование и планирование проектов: University of California, Irvine
  • Scrum Master Capstone: SkillUp
  • New Manager’s Playbook: Harvard Business Review
  • Study Skills for University Success: University of California, Irvine
  • Stock Trading: Systems, Strategy & Risk Control: EDUCBA
  • Cloud Security Risks: Identify and Protect Against Threats: Google Cloud
  • Stakeholder Relations and Reporting: Microsoft

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