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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


  • P

    Pearson

    Capital Budgeting Practices

    Skills you'll gain: Capital Budgeting, Capital Expenditure, Financial Analysis, Corporate Finance, Financial Management, Project Finance, Financial Modeling, Risk Analysis, Cost Benefit Analysis, Investment Management, Return On Investment, Project Portfolio Management, Operational Analysis, Operating Cost, Cash Flows, Business Risk Management, Equities, Cash Flow Forecasting, Analysis, Cost Accounting

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
  • S

    SkillUp

    S.A.F.E. Mortgage Licensing Act – Regulation G (Federal)

    Skills you'll gain: Registration, Loan Origination, Mortgage Loans, Compliance Training, Regulatory Compliance, Bank Regulations, Financial Regulations, Compliance Management, Compliance Reporting, Consumer Lending, Law, Regulation, and Compliance, Regulatory Requirements, Governance Risk Management and Compliance, Compliance Auditing, Procedure Development, Continuous Monitoring

    Beginner · Course · 1 - 4 Weeks

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

    University of California, Irvine

    Managing Project Risks and Changes

    Skills you'll gain: Project Performance, Communication Planning, Project Risk Management, Change Control, Project Management, Risk Analysis, Risk Management, Scope Management, Change Management, Risk Mitigation, Stakeholder Management, Project Closure, Stakeholder Communications, Communication

    ★ 4.7 (9.3K) · Mixed · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • P

    Packt

    Extend Dynamics 365 Finance Apps with Power Platform

    Skills you'll gain: Power Platform Architecture & Technical Design, Microsoft Power Platform, Microsoft Power Automate/Flow, Power BI, Azure Synapse Analytics, Enterprise Resource Planning, Microsoft 365, Workflow Management, Data Integration, Data Architecture, Cloud-Based Integration, Business Process Automation, Release Management, Data Lakes, Application Lifecycle Management, Data Access, Data Import/Export, Automation, JSON, Finance

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
  • U

    University of Illinois Urbana-Champaign

    Corporate Finance II: Financing Investments and Managing Risk

    Skills you'll gain: Credit Risk, Corporate Finance, Mergers & Acquisitions, Financial Management, Risk Management, Cash Management, Financial Market, Equities, Financial Policy, Derivatives, Private Equity, Investment Banking, Cash Flows, Financial Analysis, Governance, Commercial Lending

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

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

    The State University of New York

    Solar Energy Basics

    Skills you'll gain: Electric Power Systems, Electrical Systems, Electrical Power, Energy and Utilities, Power Electronics, Basic Electrical Systems, Electronic Components, Electronic Systems, Sustainable Technologies, Sustainability Standards, Semiconductors, Building Codes, Engineering Calculations, Financial Modeling, Environmental Issue

    ★ 4.8 (2.6K) · Beginner · Course · 1 - 3 Months

  • M

    Michigan State University

    How to Start Your Own Business

    Skills you'll gain: Financial Statements, Intellectual Property, Value Propositions, Financial Statement Analysis, Business Planning, Design Thinking, Ideation, Innovation, Income Statement, Entrepreneurship, Self-Starter, Customer Acquisition Management, Business Modeling, Product Development, Balance Sheet, Market Opportunities, New Product Development, Verification And Validation, Milestones (Project Management), Leadership

    ★ 4.5 (1.3K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • S

    SkillUp

    Electronic Fund Transfers (Regulation E) with ESIGN

    Skills you'll gain: Electronic Benefits Transfer (EBT), Record Keeping, Automated Clearing House, Financial Regulation, Bank Regulations, Regulatory Compliance, Customer Complaint Resolution, Financial Regulations, Payment Processing and Collection, Compliance Training, Payment Systems, Law, Regulation, and Compliance, Payment Processing, Compliance Management, Regulatory Requirements, Regulation and Legal Compliance

    Beginner · Course · 1 - 4 Weeks

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

    Insper

    Administração Financeira

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Capital Budgeting, Financial Accounting, Income Statement, Financial Acumen, Balance Sheet, Gross Profit, Profit and Loss (P&L) Management, Return On Investment, Administration, Finance, Financial Management, Accounting, Cash Flows, Cost Accounting, Cost Benefit Analysis, Operating Cost, Operating Expense

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

    Category: Preview
    Preview
  • T

    The Hong Kong University of Science and Technology

    Information Systems Auditing, Controls and Assurance

    Skills you'll gain: Audit Working Papers, Change Control, Internal Auditing, Systems Development, Auditors Report, Risk Management, Risk Control, FinTech, Change Management, Risk Mitigation, Emerging Technologies, Development Environment

    ★ 4.7 (4.1K) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • U

    University of California, Irvine

    Human Resources Analytics

    Skills you'll gain: Data Storytelling, People Analytics, Data Presentation, Employee Relations, Human Resource Strategy, Human Resource Management, Performance Metric, Data Strategy, Employee Training, Dashboard, Business Metrics, Employee Engagement, Business Analysis, Employee Retention, Data Analysis, Training and Development, Compensation and Benefits, Compensation Strategy, Talent Recruitment, Mental Health

    ★ 4.6 (2.2K) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • H

    HRCI

    HRCI Professional in Human Resources

    Skills you'll gain: Succession Planning, Human Resources, Compensation Analysis, Training and Development, Adult Learning Principles, Performance Improvement, Quality Improvement, Human Resource Strategy, Human Resources Management and Planning, Employee Retention, Workforce Planning, Workforce Development, Governance, Human Resource Management, Benefits Administration, Compensation Management, Organizational Development, Workplace inclusivity, Human Resource Policies, Human Resources Information System (HRIS)

    Intermediate · Professional Certificate · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
1…828384…620

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

  • Capital Budgeting Practices: Pearson
  • S.A.F.E. Mortgage Licensing Act – Regulation G (Federal): SkillUp
  • Managing Project Risks and Changes: University of California, Irvine
  • Extend Dynamics 365 Finance Apps with Power Platform: Packt
  • Corporate Finance II: Financing Investments and Managing Risk: University of Illinois Urbana-Champaign
  • Solar Energy Basics: The State University of New York
  • How to Start Your Own Business: Michigan State University
  • Electronic Fund Transfers (Regulation E) with ESIGN: SkillUp
  • Administração Financeira: Insper
  • Information Systems Auditing, Controls and Assurance: The Hong Kong University of Science and Technology

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