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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


  • C

    Coursera

    Analyze Apple's Stock and Financials with Bloomberg Terminal

    Skills you'll gain: Market Data, Financial Statement Analysis, Financial Data, Equities, Financial Analysis, Data Analysis, Accounting and Finance Software, Financial Modeling, Technical Analysis, Business Analysis, Real Time Data

    4.2
    Rating, 4.2 out of 5 stars
    ·
    43 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Bestseller
    Bestseller
    G

    Google

    Google Agile Essentials

    Skills you'll gain: Scrum (Software Development), Agile Project Management, Backlogs, Sprint Planning, Agile Methodology, User Story, Data-Driven Decision-Making, Project Estimation, Scaled Agile Framework, Agile Product Development, Sprint Retrospectives, Waterfall Methodology, Lean Methodologies, Project Performance, Kanban Principles, Product Management, Project Management, Prioritization, Estimation, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    66 reviews

    Beginner · Specialization · 1 - 3 Months

  • C

    Coursera

    Getting Started with Azure DevOps Boards

    Skills you'll gain: Sprint Planning, Scrum (Software Development), Azure DevOps, Backlogs, Kanban Principles, Agile Software Development, Project Management, DevOps

    4.5
    Rating, 4.5 out of 5 stars
    ·
    627 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • S

    SkillUp

    Project Management Communication, Stakeholders & Leadership

    Skills you'll gain: Stakeholder Engagement, Resource Management, Stakeholder Management, Project Schedules, Project Management Institute (PMI) Methodology, Negotiation, Project Management, Leadership and Management, Leadership, Scheduling, Team Leadership, Emotional Intelligence, Communication Planning, Communication

    4.6
    Rating, 4.6 out of 5 stars
    ·
    188 reviews

    Intermediate · Course · 1 - 3 Months

  • N

    New York Institute of Finance

    Operational Risk Management: Frameworks & Strategies

    Skills you'll gain: Operational Risk, Risk Management Framework, Risk Management, Business Risk Management, Risk Modeling, Enterprise Risk Management (ERM), Risk Appetite, Risk Control, Governance, Risk Analysis, Key Performance Indicators (KPIs), Regulatory Requirements, Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    430 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    A
    A

    Multiple educators

    Real-World AI for Everyone

    Skills you'll gain: Retrieval-Augmented Generation, AI Product Strategy, Independent Thinking, Productivity Software, Generative AI, AI Personalization, Artificial Intelligence and Machine Learning (AI/ML), Responsible AI, Business Communication, Emotional Intelligence, Productivity, Operational Efficiency, Administration, Business Operations, Planning, Project Planning, Business Planning, Project Management, Business Administration, Business

    4.8
    Rating, 4.8 out of 5 stars
    ·
    29 reviews

    Beginner · Specialization · 1 - 3 Months

  • U

    Universitat Autònoma de Barcelona

    Kit básico (para evitar los errores más frecuentes) de finanzas

    Skills you'll gain: Financial Planning, Risk Management, Behavioral Economics, Wealth Management, Budgeting, Budget Management, Fraud detection, Loans, Insurance, Consumer Behaviour, Decision Making, Empowerment, Psychology

    4.6
    Rating, 4.6 out of 5 stars
    ·
    143 reviews

    Beginner · Course · 1 - 3 Months

  • P

    Packt

    Cisco CCNA 200-301: The Complete Guide to Getting Certified

    Skills you'll gain: Open Shortest Path First (OSPF), Virtual Local Area Network (VLAN), OSI Models, Wide Area Networks, Network Troubleshooting, TCP/IP, Wireless Networks, Cloud Computing, Network Routing, Routing Protocols, Network Security, Network Monitoring, Event Monitoring, Threat Detection, Network Performance Management, Network Switches, Network Planning And Design, Network Administration, Network Protocols, Software-Defined Networking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    143 reviews

    Beginner · Specialization · 3 - 6 Months

  • C

    Codio

    Advanced Django: Mastering Django and Django Rest Framework

    Skills you'll gain: Django (Web Framework), Performance Tuning, Postman API Platform, Restful API, Application Programming Interface (API), Data Validation, Authentications, Frontend Integration, React.js, API Testing, Authorization (Computing), PostgreSQL, API Design, Scalability, Application Frameworks, JSON, Full-Stack Web Development, Frontend Performance, Web Development, Python Programming

    4.6
    Rating, 4.6 out of 5 stars
    ·
    160 reviews

    Advanced · Specialization · 3 - 6 Months

  • U

    Universidade de São Paulo

    Iniciação e Planejamento de Projetos

    Skills you'll gain: Stakeholder Management, Conflict Management, Stakeholder Analysis, Project Scoping, Stakeholder Engagement, Project Management, Project Planning, Project Documentation, Organizational Structure, Influencing, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    970 reviews

    Beginner · Course · 1 - 3 Months

  • T

    Tally Education and Distribution Services Private Limited

    Principles of Accounts Payable and Receivable Management

    Skills you'll gain: Accounts Payable and Receivable, Accounting Software, Bookkeeping, Budgeting, Inventory Management System, Order Management, Accounting, Inventory Control, Cost Management, Financial Reporting, Sales Support, Profit and Loss (P&L) Management, Financial Accounting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    71 reviews

    Intermediate · Course · 1 - 3 Months

  • D

    Dartmouth College

    C Programming: Getting Started - 1

    Skills you'll gain: C (Programming Language), Software Documentation, Programming Principles, Computer Programming, Debugging, Development Environment, Engineering Calculations

    4.6
    Rating, 4.6 out of 5 stars
    ·
    265 reviews

    Beginner · Course · 1 - 3 Months

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

  • Analyze Apple's Stock and Financials with Bloomberg Terminal: Coursera
  • Google Agile Essentials: Google
  • Getting Started with Azure DevOps Boards: Coursera
  • Project Management Communication, Stakeholders & Leadership : SkillUp
  • Operational Risk Management: Frameworks & Strategies: New York Institute of Finance
  • Real-World AI for Everyone: Advancing Women in Tech
  • Kit básico (para evitar los errores más frecuentes) de finanzas: Universitat Autònoma de Barcelona
  • Cisco CCNA 200-301: The Complete Guide to Getting Certified: Packt
  • Advanced Django: Mastering Django and Django Rest Framework: Codio
  • Iniciação e Planejamento de Projetos: Universidade de São Paulo

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