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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.


More to explore:

Popular Financial Planning Courses and Certifications


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

    Edureka

    Financial Automation with Generative AI

    Skills you'll gain: Responsible AI, Data Ethics, Data Governance, Workflow Management, No-Code Development, Financial Data, Accounting and Finance Software, Artificial Intelligence, Financial Management, Generative AI, Automation, Financial Forecasting, Financial Regulation, Finance, Financial Reporting, Data Management, Financial Analysis, Accounting, Strategic Decision-Making, Securities (Finance)

    Advanced · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    P

    Politecnico di Milano

    Fundamentals of financial and management accounting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Accounting, Financial Reporting, Management Accounting, Financial Accounting, Financial Analysis, Balance Sheet, Capital Budgeting, Standard Accounting Practices, Cost Accounting, Income Statement, Bookkeeping, Cost Management, Cash Flows, Capital Expenditure, Depreciation, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    744 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Packt

    Planning & Control with Oracle Primavera PPM Professional

    Skills you'll gain: Earned Value Management, Project Controls, Project Planning, Project Management Software, Cost Management, Budget Management, Performance Reporting, Process Improvement and Optimization, Configuration Management, Dashboard, System Configuration, Data Import/Export, Data Visualization

    4.7
    Rating, 4.7 out of 5 stars
    ·
    108 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free
    Free
    É

    École Polytechnique Fédérale de Lausanne

    Planning & Design of Sanitation Systems and Technologies

    Skills you'll gain: Sanitation, Environmental Engineering, Water Resource Management, Civil Engineering, Sustainable Development, Systems Thinking, Sustainable Technologies, Case Studies, Community Development, Process Flow Diagrams

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.2K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Maryland, College Park

    Risk Management Planning with Expert Judgement

    Skills you'll gain: Risk Analysis, Project Risk Management, Construction Management, Project Design, Quality Assurance, Risk Management, Project Planning, Contract Management, Project Coordination, Project Management, Team Oriented, Cost Management, Decision Making

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Best Practices in Planning DE&I Interventions

    Skills you'll gain: Diversity Equity and Inclusion Initiatives, Human Resource Strategy, Employee Retention, Diversity and Inclusion, Human Resources, Workplace inclusivity, Recruitment Strategies, Business Planning, Workforce Development, Organizational Effectiveness, Training Programs, Talent Acquisition, Organizational Change

    4.8
    Rating, 4.8 out of 5 stars
    ·
    61 reviews

    Intermediate · Course · 1 - 3 Months

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

    Simplilearn

    Agile Estimation Planning and Tracking Training

    Skills you'll gain: User Story, Project Estimation, Sprint Planning, Agile Project Management, Agile Methodology, Estimation, Stakeholder Communications, Backlogs, Sprint Retrospectives, Agile Product Development, Stakeholder Management, Project Controls, Project Planning, Strategic Prioritization, Prioritization, Business Priorities, Project Management, Forecasting, Scope Management, Release Management

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Client Intake, Assessments, Skill Analysis and Planning

    Skills you'll gain: Accountability, Recruitment, Client Services, Needs Assessment, Gap Analysis, Goal Setting, Consultative Approaches, Coaching, Action Oriented, Community Outreach, Rapport Building, Case Management, Critical Thinking, Overcoming Obstacles, Relationship Building, Strategic Partnership

    4.6
    Rating, 4.6 out of 5 stars
    ·
    83 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    INSEAD

    Introduction to Blockchain for Financial Services

    Skills you'll gain: Blockchain, FinTech, Cryptography, Design, Emerging Technologies, Stakeholder Analysis, Distributed Computing, Digital Assets, Data Integrity, Financial Services, Public Key Cryptography Standards (PKCS)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    690 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Planning, HUDs, and Spawners in GameMaker

    Skills you'll gain: Video Game Development, Game Design, Unity Engine, Unreal Engine, Programming Principles, User Interface (UI), Animations, Debugging

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Lesson Planning with the ELL in Mind

    Skills you'll gain: Lesson Planning, Language Competency, English Language, Curriculum Planning, Instructional and Curriculum Design, Language Learning, Student Engagement, Grammar, Vocabulary, Literacy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    202 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    Strategic Impact: A Leader's Planning Framework

    Skills you'll gain: Strategic Communication, Strategic Leadership, Strategic Planning, Business Planning, Performance Measurement, Employee Engagement, Organizational Strategy, Key Performance Indicators (KPIs), Planning, Business Leadership, Dashboard, Goal Setting, Storytelling, Virtual Teams, Data Storytelling, Business Strategy, Stakeholder Engagement, Leadership Development, Team Building, Teamwork

    Intermediate · Course · 1 - 3 Months

1…232425…427

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

  • Financial Automation with Generative AI: Edureka
  • Fundamentals of financial and management accounting: Politecnico di Milano
  • Planning & Control with Oracle Primavera PPM Professional: Packt
  • Planning & Design of Sanitation Systems and Technologies: École Polytechnique Fédérale de Lausanne
  • Risk Management Planning with Expert Judgement: University of Maryland, College Park
  • Best Practices in Planning DE&I Interventions: Rice University
  • Agile Estimation Planning and Tracking Training: Simplilearn
  • Client Intake, Assessments, Skill Analysis and Planning: Goodwill Industries International
  • Introduction to Blockchain for Financial Services: INSEAD
  • Planning, HUDs, and Spawners in GameMaker: University of Colorado System

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