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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


  • Status: Free Trial
    Free Trial
    G

    Google

    Gestión de Proyectos de Google

    Skills you'll gain: Project Closure, Cost Management, Quality Management, Project Planning, Project Management Life Cycle, Communication Planning, Sprint Retrospectives, Backlogs, Agile Methodology, Leadership Studies, Issue Tracking, Agile Project Management, Stakeholder Analysis, Budget Management, Project Scoping, Project Documentation, Scope Management, Stakeholder Management, Project Management, Change Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    11K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    AI Strategy and Marketing Leadership

    Skills you'll gain: Data Storytelling, Product Marketing, Marketing Planning, Marketing Budgets, Data Presentation, Competitive Intelligence, Campaign Management, Project Planning, Product Management, Data Literacy, Campaign Planning, Go To Market Strategy, Document Management, Decision Intelligence, Project Controls, Product Planning, AI literacy, Competitive Analysis, Marketing Strategies, Leadership

    Beginner · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Certified Project Manager

    Skills you'll gain: Risk Management, Team Motivation, Stakeholder Engagement, Project Planning, Project Management Life Cycle, Risk Management Framework, Project Management Institute (PMI) Methodology, Stakeholder Management, Stakeholder Communications, Project Scoping, Earned Value Management, Project Management, Project Documentation, Risk Mitigation, Risk Analysis, Meeting Facilitation, Resource Management, Stakeholder Analysis, Agile Project Management, Project Risk Management

    4.6
    Rating, 4.6 out of 5 stars
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    933 reviews

    Beginner · Specialization · 3 - 6 Months

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    E

    EDUCBA

    Anti Money Laundering (AML) Fundamentals

    Skills you'll gain: Bank Regulations, Banking, Banking Services, Risk Analysis, Financial Regulations, Customer Analysis, Business Risk Management, Regulatory Requirements, Mobile Banking, Regulatory Compliance, Commercial Banking, Fraud detection, Retail Banking, Financial Industry Regulatory Authorities, Compliance Management, Financial Systems, Customer Insights, Governance Risk Management and Compliance, Environment, Global Positioning Systems

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
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    M

    Michigan State University

    Write Your First Novel

    Skills you'll gain: Peer Review, Storytelling, Writing and Editing, Editing, Constructive Feedback, Content Creation, Follow Through, Oral Expression, Creative Thinking, Goal Setting, Self-Discipline

    4.3
    Rating, 4.3 out of 5 stars
    ·
    376 reviews

    Beginner · Course · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    H

    HRCI

    Workforce Development and Organizational Effectiveness

    Skills you'll gain: Training and Development, Adult Learning Principles, Succession Planning, Performance Improvement, Quality Improvement, Employee Retention, Workforce Development, Organizational Development, Employee Training, Human Resources, Process Improvement, Training Programs, Quality Management, Human Resources Management and Planning, Management Training And Development, Human Resource Strategy, Job Analysis, People Development, Law, Regulation, and Compliance, Needs Assessment

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tally Education and Distribution Services Private Limited

    Fundamentals of Accounting and Reporting

    Skills you'll gain: Accounting, General Accounting, Accounting Systems, Ledgers (Accounting), Financial Reporting, Bookkeeping, Management Reporting, Accounting Software, Accounting Records, Financial Accounting, Business Reporting, Financial Statements, General Ledger, Data Entry, Inventory Accounting, Security Controls, Balance Sheet, Accounting and Finance Software, Data Security, Banking

    4.6
    Rating, 4.6 out of 5 stars
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    192 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentals of Business Finance, with Goldman Sachs 10,000 Women

    Skills you'll gain: Financial Statements, Financial Acumen, Financial Statement Analysis, Income Statement, Balance Sheet, Financial Analysis, Small Business Accounting, Business Acumen, Financial Accounting, Entrepreneurial Finance, Business Metrics, Gross Profit, Profit and Loss (P&L) Management, Business Mathematics, Financial Data, Revenue Recognition, Asset Management

    4.7
    Rating, 4.7 out of 5 stars
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    1.5K reviews

    Mixed · Course · 1 - 4 Weeks

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

    IBM

    FP&A with AI: Capstone Project

    Skills you'll gain: Variance Analysis, Gap Analysis, Financial Modeling, Performance Analysis, Key Performance Indicators (KPIs), Forecasting, Financial Forecasting, Business Metrics, Performance Measurement, Financial Data, Operational Analysis, Business Modeling, Financial Analysis, Business Analysis, Data Storytelling, Finance, Financial Acumen, Management Reporting, Financial Management, Risk Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Advanced Credit Risk Management

    Skills you'll gain: Credit Risk, Risk Modeling, Derivatives, Retail Banking, Portfolio Risk, Securities (Finance), Risk Management, Lending and Underwriting, Risk Management Framework, Risk Analysis, Financial Modeling, Performance Stress Testing, Consumer Lending, Risk Mitigation, Banking, Analysis, Probability, Estimation, Performance Measurement, Analytical Skills

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    H

    HEC Paris

    Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers

    Skills you'll gain: Investment Management, Portfolio Management, Investments, Asset Management, Portfolio Risk, Financial Services, Financial Market, Risk Management, Risk Appetite, Risk Mitigation, Performance Measurement, Financial Regulation, Product Lifecycle Management, Performance Analysis, Risk Analysis, Microsoft Excel

    4.6
    Rating, 4.6 out of 5 stars
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    792 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
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    G
    G
    N

    Multiple educators

    Machine Learning for Trading

    Skills you'll gain: Tensorflow, Keras (Neural Network Library), Machine Learning Methods, Model Evaluation, Machine Learning, Google Cloud Platform, Model Training, Machine Learning Algorithms, Financial Trading, Reinforcement Learning, Recurrent Neural Networks (RNNs), Supervised Learning, Data Pipelines, Machine Learning Software, Time Series Analysis and Forecasting, Applied Machine Learning, Statistical Machine Learning, Model Optimization, Deep Learning, Portfolio Management

    3.8
    Rating, 3.8 out of 5 stars
    ·
    1.2K reviews

    Intermediate · Specialization · 1 - 3 Months

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

  • Gestión de Proyectos de Google: Google
  • AI Strategy and Marketing Leadership: Coursera
  • Certified Project Manager: SkillUp
  • Anti Money Laundering (AML) Fundamentals: EDUCBA
  • Write Your First Novel: Michigan State University
  • Workforce Development and Organizational Effectiveness: HRCI
  • Fundamentals of Accounting and Reporting: Tally Education and Distribution Services Private Limited
  • Fundamentals of Business Finance, with Goldman Sachs 10,000 Women: Goldman Sachs
  • FP&A with AI: Capstone Project: IBM
  • Advanced Credit Risk Management: EDUCBA

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