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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
    U

    Universidade de São Paulo

    Orçamento e Cronograma de Projetos

    Skills you'll gain: Project Schedules, Cost Estimation, Project Controls, Scheduling, Project Planning, Quality Management, Estimation, Milestones (Project Management), Work Breakdown Structure, Project Management, Timelines, Resource Allocation, Resource Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    350 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    K

    Knowledge Accelerators

    Microsoft Copilot in Excel: Smarter Data Analysis Made Easy

    Skills you'll gain: Prompt Engineering, Microsoft Copilot, Dashboard, Excel Macros, Microsoft 365, Data Presentation, Pivot Tables And Charts, Spreadsheet Software, Productivity, Productivity Software, Data Analysis, Workflow Management, Generative AI Agents, Automation, Artificial Intelligence, Customer Data Management, Business Consulting, Generative AI, Data Management, Leadership Development

    4.8
    Rating, 4.8 out of 5 stars
    ·
    19 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    The Blockchain

    Skills you'll gain: Blockchain, FinTech, Cryptography, Distributed Computing, Transaction Processing, Payment Systems, Emerging Technologies, Digital Assets, Software Systems, Computer Systems, Software Architecture, Data Integrity, Network Analysis, Peer Review

    4.2
    Rating, 4.2 out of 5 stars
    ·
    178 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad Austral

    Gestión estratégica de Escuelas en Contextos Rurales

    Skills you'll gain: Curriculum Planning, Teaching, Planning, Social Justice, Education and Training, Initiative and Leadership, Leadership, Collaboration, Teamwork, Program Evaluation, Relationship Building, Critical Thinking and Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    144 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Banco Interamericano de Desarrollo

    Natural Disaster Risk in Infrastructure Projects

    Skills you'll gain: Risk Analysis, Project Risk Management, Risk Management, Analysis, Mitigation, Hazard Analysis, Disaster Recovery, Climate Change Adaptation, Civil Engineering, Construction, Economic Development

    4.6
    Rating, 4.6 out of 5 stars
    ·
    249 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Federal Taxation II: Property Transactions of Business Owners and Shareholders

    Skills you'll gain: Depreciation, Property Accounting, Tax Laws, Income Tax, Tax Planning, Corporate Tax, Fixed Asset, Tax Compliance, Real Estate Transactions, Capital Expenditure, Asset Management, Expense Management

    Build toward a degree

    4.9
    Rating, 4.9 out of 5 stars
    ·
    197 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Practice Exam for AIPMM Certified Product Manager (CPM)

    Skills you'll gain: Test Planning, Registration, Product Management, Product Lifecycle Management, Product Development, Market Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    60 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Cisco Learning and Certifications

    Introduction to Network Automation

    Skills you'll gain: Software-Defined Networking, Network Engineering, Network Architecture, Scripting, Application Programming Interface (API), Data Modeling, General Networking, Network Planning And Design, Automation, Network Administration, Linux Commands, Python Programming, Network Protocols, Command-Line Interface

    4.7
    Rating, 4.7 out of 5 stars
    ·
    89 reviews

    Intermediate · Course · 1 - 4 Weeks

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

    Google

    Implement the Scrum Framework

    Skills you'll gain: Backlogs, User Story, Sprint Planning, Project Estimation, Agile Methodology, Agile Product Development, Sprint Retrospectives, Agile Project Management, Estimation, Acceptance Testing, Prioritization, Team Management, Cross-Functional Collaboration

    4.6
    Rating, 4.6 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    2

    28DIGITAL

    Innovation & Entrepreneurship - From Basics to Open Innovation

    Skills you'll gain: Entrepreneurship, Market Opportunities, Market Analysis, Innovation, Design Thinking, Go To Market Strategy, Product Strategy, Customer Engagement, Product Development, Strategic Thinking, Business Modeling

    4.6
    Rating, 4.6 out of 5 stars
    ·
    328 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Programmatic Advertising

    Skills you'll gain: Google Ads, Online Advertising, Digital Advertising, Contextual Advertising, Paid media, Advertising, Advertising Campaigns, Media Planning, Target Audience, Content Strategy, Data Ethics, Business Ethics

    4.6
    Rating, 4.6 out of 5 stars
    ·
    71 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    R

    Rice University

    Finances pour les professionnels non financiers

    Skills you'll gain: Capital Budgeting, Capital Expenditure, Financial Analysis, Cash Flows, Business Valuation, Finance, Financial Modeling, Return On Investment, Financial Statements, Corporate Finance, Risk Analysis, Working Capital, Investments

    Beginner · Course · 1 - 3 Months

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

  • Orçamento e Cronograma de Projetos: Universidade de São Paulo
  • Microsoft Copilot in Excel: Smarter Data Analysis Made Easy: Knowledge Accelerators
  • The Blockchain: University of California, Irvine
  • Gestión estratégica de Escuelas en Contextos Rurales: Universidad Austral
  • Natural Disaster Risk in Infrastructure Projects: Banco Interamericano de Desarrollo
  • Federal Taxation II: Property Transactions of Business Owners and Shareholders: University of Illinois Urbana-Champaign
  • Practice Exam for AIPMM Certified Product Manager (CPM): SkillUp
  • Introduction to Network Automation: Cisco Learning and Certifications
  • Implement the Scrum Framework: Google
  • Innovation & Entrepreneurship - From Basics to Open Innovation: 28DIGITAL

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