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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


  • T

    Tecnológico de Monterrey

    Estrategias y estilos de negociación      

    Skills you'll gain: Negotiation, Business Leadership, Conflict Management, Leadership and Management, Problem Solving, Business Strategies, Strategic Thinking, Relationship Building, Complex Problem Solving, Relationship Management, Communication Strategies, Collaboration, Organizational Strategy, Strategic Decision-Making, Strategic Planning, Plan Execution, Planning, Behavioral Management, Adaptability, Strategic Communication

    ★ 4.8 (199) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • M

    Microsoft

    Media Relations and Crisis Management

    Skills you'll gain: Media Relations, Internal Communications, Crisis Management, Strategic Communication, Communication Planning, Public Relations, Media Strategy, Communication Strategies, Stakeholder Communications, AI literacy, AI Integrations, Real Time Data

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

    Status: Free Trial
    Free Trial
  • B

    Board Infinity

    Prepare for CFA Level 1 Exam: Master Core Finance Concepts

    Skills you'll gain: Portfolio Management, Portfolio Risk, Derivatives, Investment Management, Equities, Financial Market, Private Equity, Competitive Analysis, Futures Exchange, Asset Management, Risk Management, Securities (Finance), Risk Management Framework, Investments, Capital Markets, Credit Risk, Real Estate, Financial Trading, Governance Risk Management and Compliance, Finance

    Beginner · Specialization · 3 - 6 Months

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

    Illinois Tech

    Operations and Process Management

    Skills you'll gain: Process Improvement, Process Management, Process Improvement and Optimization, Business Process, Business Process Management, Process Analysis, Business Process Improvement, Performance Improvement, Quality Improvement, Continuous Improvement Process, Process Mapping, Quality Management, Quality Monitoring, Workflow Management, Operational Excellence, Quality Management Systems, Change Management, Performance Measurement, Risk Management, Project Management

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

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

    Universidad Austral

    Finanzas para emprendedores

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Statements, Entrepreneurial Finance, Balance Sheet, Finance, Financial Accounting, Income Statement, Accounting, Business Metrics, Return On Investment, Working Capital

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

    Category: Preview
    Preview
  • U

    Universidad Peruana de Ciencias Aplicadas

    Voces de cambio social

    Skills you'll gain: Design Thinking, Business Modeling, Needs Assessment, Social Impact, Professional Networking, Human Centered Design, Sustainable Business, Entrepreneurship, Sustainable Development, Planning, Community Development, Ideation, Self-Motivation, Growth Strategies, Relationship Building, Social Justice, Self-Awareness

    ★ 4.8 (575) · Beginner · Course · 1 - 3 Months

    Category: Free
    Free
  • L

    LearnKartS

    Project Management and Risk Fundamentals

    Skills you'll gain: Project Risk Management, Risk Mitigation, Risk Analysis, Project Management Institute (PMI) Methodology, Agile Methodology, Risk Appetite, Risk Control, Project Management, Project Management Life Cycle, Agile Project Management, Project Implementation, Stakeholder Communications, Project Planning

    ★ 4.8 (67) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • E

    ESSEC Business School

    L'investissement à impact : lever ou investir des fonds

    Skills you'll gain: Due Diligence, Investments, Investment Management, Private Equity, Entrepreneurship, Fundraising, Social Impact, Entrepreneurial Finance, Stakeholder Engagement, Relationship Management, Relationship Building, Business Valuation, Contract Negotiation, Prospecting and Qualification, Finance, Professional Networking, Financial Analysis, Governance

    ★ 4.6 (108) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • S

    STARWEAVER

    Foundations of Hotel Budgeting and Forecasting

    Skills you'll gain: Advanced Analytics, Budget Management, Hotel And Restaurant Management, Hospitality Management, Budgeting, Financial Forecasting, Hospitality, Variance Analysis, Forecasting, Hotel Operations, Operating Budget, Corporate Sustainability, Revenue Management, Sustainable Business, Financial Analysis, Performance Analysis, Sustainability Reporting, Analysis, Performance Metric, Strategic Decision-Making

    ★ 5 (7) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Complete Insurance Underwriting & Risk Management

    Skills you'll gain: Claims Processing, Insurance, Underwriting, Insurance and Warranty Claims Processing, Insurance Policies, Regulatory Compliance, Risk Management, Regulatory Requirements, Law, Regulation, and Compliance, Lending and Underwriting, Compliance Management, Risk Analysis, Actuarial Science, Governance, Risk Management Framework, Financial Services, Compliance Training, Operational Risk, Risk Modeling, Business

    ★ 5 (40) · Beginner · Specialization · 3 - 6 Months

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

    Association of International Certified Professional Accountants

    Introduction to Data Analytics for Accounting Professionals

    Skills you'll gain: Data Literacy, Data-Driven Decision-Making, Analytics, Financial Data, Business Analytics, Data Strategy, Data Analysis, Data Storage Technologies, Project Implementation, Project Scoping, Descriptive Analytics, Unstructured Data

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

    Category: Preview
    Preview
  • U

    University of Illinois Urbana-Champaign

    Innovation: From Creativity to Entrepreneurship Capstone

    Skills you'll gain: Creative Thinking, Creativity, Innovation, Business Modeling, Strategic Thinking, Entrepreneurship, Strategic Planning, Business Strategies, Business Development, New Business Development, Collaboration, Analysis, Performance Analysis

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

1…244245246…620

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

  • Estrategias y estilos de negociación      : Tecnológico de Monterrey
  • Media Relations and Crisis Management: Microsoft
  • Prepare for CFA Level 1 Exam: Master Core Finance Concepts: Board Infinity
  • Operations and Process Management: Illinois Tech
  • Finanzas para emprendedores: Universidad Austral
  • Voces de cambio social: Universidad Peruana de Ciencias Aplicadas
  • Project Management and Risk Fundamentals: LearnKartS
  • L'investissement à impact : lever ou investir des fonds: ESSEC Business School
  • Foundations of Hotel Budgeting and Forecasting: STARWEAVER
  • Complete Insurance Underwriting & Risk Management: EDUCBA

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