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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


  • 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
  • A

    Arizona State University

    Business English

    Skills you'll gain: Meeting Facilitation, Sales Presentations, Brainstorming, Product Planning, Purchasing, Business Writing, English Language, Business Communication, Ideation, Business Planning, Negotiation, Selling Techniques, Management Reporting, Campaign Planning, Marketing Communications, Marketing Planning, Active Listening, Advertising, Business Correspondence, Marketing

    ★ 4.7 (2.5K) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • 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
  • 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
  • P

    Packt

    Interviewing Skills for Jobs Ace the Job Interview

    Skills you'll gain: Oral Expression, Interviewing Skills, Goal Setting, Rapport Building, Verbal Communication Skills, Composure, Public Speaking, Business Research, Company, Product, and Service Knowledge, Communication Strategies, Communication, Interpersonal Communications, Professionalism, Presentations, Planning

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
  • P

    Pearson

    Talent Management

    Skills you'll gain: Talent Recruitment, Workforce Planning, Recruitment, Talent Acquisition, Full Cycle Recruitment, Recruitment Strategies, Talent Sourcing, Talent Management, Human Resources Management and Planning, Interviewing Skills, Advertising, Process Design, Verification And Validation

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
  • 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
  • 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
  • U

    University of Alberta

    Introduction to Software Product Management

    Skills you'll gain: Agile Software Development, Agile Methodology, Requirements Analysis, Software Development, Product Requirements, Requirements Management, Product Management, Software Development Methodologies, Software Engineering, Project Planning, Process Development, Project Management

    ★ 4.6 (7.8K) · Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • 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
  • S

    Sage Publications

    Advanced Human Resource Management Strategies

    Skills you'll gain: Human Resource Management, Human Resources, Human Resources Management and Planning, Human Resource Strategy, Human Capital, People Analytics, Human Resources Information System (HRIS), HR Tech, Human Resource Policies, Business Ethics, Workforce Development, Workforce Planning, Employee Relations, Performance Management, Organizational Strategy, Employee Performance Management, Strategic Leadership, Ethical Standards And Conduct, Employee Engagement, Talent Acquisition

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • S

    Sage Publications

    Foundations of Strategic Marketing and Leadership

    Beginner · Course · 1 - 3 Months

    Category: New
    New
1…848586…620

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

  • Extend Dynamics 365 Finance Apps with Power Platform: Packt
  • Business English: Arizona State University
  • Corporate Finance II: Financing Investments and Managing Risk: University of Illinois Urbana-Champaign
  • How to Start Your Own Business: Michigan State University
  • Interviewing Skills for Jobs Ace the Job Interview: Packt
  • Talent Management: Pearson
  • Administração Financeira: Insper
  • Human Resources Analytics: University of California, Irvine
  • Introduction to Software Product Management: University of Alberta
  • S.A.F.E. Mortgage Licensing Act – Regulation G (Federal): SkillUp

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