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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


  • G

    Google

    Use AI Responsibly

    Skills you'll gain: AI Security, Risking, AI literacy, Workplace inclusivity, Social Impact, Generative AI, Analysis, Critical Thinking, Data Security

    4.8 stars, 2.3K reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.8 (2.3K) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • B

    Berklee

    The DIY Musician

    Skills you'll gain: Fundraising and Crowdsourcing, Music Theory, Music, Musical Composition, Peer Review, Music Performance, Storytelling, Project Planning, Instrumental Music, Production Planning, Web Presence, Social Media Content, Brand Marketing, Fundraising, Team Leadership, Sustainable Business, Leadership, Writing and Editing, Media Production, Social Media

    4.8 stars, 3.3K reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.8 (3.3K) · Beginner · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • J

    John Wiley & Sons

    Bookkeeping For Dummies

    Skills you'll gain: Financial Statement Analysis, Bookkeeping, Small Business Accounting, Financial Statements, Ledgers (Accounting), Cash Receipts, Accounts Payable and Receivable, Financial Accounting, Financial Reporting, Accounts Receivable, Payroll Processing, Balance Sheet, Payroll, Inventory Accounting, Income Statement, Payroll Reporting, Cash Handling, QuickBooks (Accounting Software), Tax Preparation, Cloud-Based Integration

    Beginner · Course · 3 - 6 Months

    Category: New
    New
    Category: Preview
    Preview
  • M

    Microsoft

    AI-Driven Insights, Validation and Scenario Modeling

    Skills you'll gain: Anomaly Detection, Data Storytelling, Financial Acumen, Audit Working Papers, Financial Data, Financial Modeling, Variance Analysis, Financial Analysis, Auditing, Data-Driven Decision-Making, Box Plots, Power BI, Risk Analysis, Financial Reporting, Decision Making, Microsoft Excel, Scenario Testing, Microsoft Copilot, Microsoft 365, Generative AI

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • I

    IESE Business School

    Claves de la Dirección de Empresas

    Skills you'll gain: Strategic Marketing, Financial Statement Analysis, Income Statement, Financial Statements, People Management, Accounting, Team Performance Management, Balance Sheet, Financial Data, Financial Accounting, Marketing Planning, Product Marketing, Leadership Development, Market Share, Financial Acumen, Marketing, Accrual Accounting, Team Management, Case Studies, Financial Analysis

    4.8 stars, 3.6K reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.8 (3.6K) · Beginner · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • C

    Columbia University

    Construction Project Management

    Skills you'll gain: Construction Management, Construction, Building Information Modeling, Environment Health And Safety, Construction Estimating, Project Schedules, Lean Methodologies, Work Breakdown Structure, Project Management, Project Management Life Cycle, Sustainability Standards, Contract Management, Project Planning, Project Risk Management, Project Finance, Scheduling

    4.8 stars, 7.4K reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (7.4K) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • I

    IBM

    IBM Hybrid Cloud Architect

    Skills you'll gain: Cloud-Native Computing, Cloud Security, Infrastructure as Code (IaC), Cloud Platforms, Cloud Computing, Cloud Storage, Hybrid Cloud Computing, Systems Analysis, Process Improvement, Cloud Engineering, Cloud Solutions, Cloud Development, Requirements Analysis, Data Modeling, Multi-Cloud, Infrastructure As A Service (IaaS), DevOps, Docker (Software), Solution Design, Microservices

    4.6 stars, 7.8K reviews, Intermediate, Professional Certificate, 3 - 6 Months

    ★ 4.6 (7.8K) · Intermediate · Professional Certificate · 3 - 6 Months

    Status: Free trial
    Free trial
  • G

    Google

    AI for Writing and Communicating

    Skills you'll gain: AI literacy, Communication Planning, Report Writing, Public Speaking, Google Workspace, AI Personalization, Persona Development, Generative AI, Stakeholder Engagement, Management Reporting, Stakeholder Analysis, Artificial Intelligence

    4.8 stars, 609 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.8 (609) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    Erasmus University Rotterdam

    Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital

    Skills you'll gain: Strategic Decision-Making, Business Valuation, Private Equity, Mergers & Acquisitions, Game Theory, Corporate Strategy, Strategic Thinking, Capital Budgeting, Financial Analysis, Business Strategy, Financial Statement Analysis, Return On Investment, Investment Banking, Decision Making, Cash Flows, Bidding, Growth Strategies, Corporate Finance, Competitive Analysis

    4.6 stars, 1.4K reviews, Advanced, Course, 1 - 3 Months

    ★ 4.6 (1.4K) · Advanced · Course · 1 - 3 Months

    Category: Preview
    Preview
  • I

    IBM

    IBM Project Manager

    Skills you'll gain: User Story, Risk Management, Team Motivation, Stakeholder Engagement, Project Planning, Peer Review, Agile Software Development, Scrum (Software Development), Project Management Life Cycle, Risk Management Framework, Project Management Institute (PMI) Methodology, Stakeholder Management, Agile Methodology, Stakeholder Communications, Project Management, Interviewing Skills, Professional Networking, Leadership, Agile Project Management, Communication

    4.8 stars, 5.9K reviews, Beginner, Professional Certificate, 3 - 6 Months

    ★ 4.8 (5.9K) · Beginner · Professional Certificate · 3 - 6 Months

    Status: Trending right now
    Trending right now
    Status: Free trial
    Free trial
  • S

    Sage Publications

    Family Business Management

    Skills you'll gain: Succession Planning, Governance, Conflict Management, Workforce Planning, Business Leadership, Business Continuity, Business Management, Leadership and Management, Corporate Strategy, Relationship Management, Family Law, Business Strategy, Leadership, Accountability Frameworks, Organizational Structure, Corporate Sustainability, Business Planning, Stakeholder Management, Wealth Management, Entrepreneurship

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
  • I

    Intuit

    Tracking assets and sales

    Skills you'll gain: Fixed Asset, Inventory Control, Depreciation, Asset Management, Inventory Accounting, Payment Processing and Collection, Bookkeeping, Financial Accounting, Property Accounting, Accounts Receivable, Accounts Payable and Receivable, Accounting Records, Accounting, Cash Receipts, Financial Reporting, Business Reporting

    4.4 stars, 1.4K reviews, Beginner, Course, 1 - 3 Months

    ★ 4.4 (1.4K) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
1…646566…642

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

  • Use AI Responsibly: Google
  • The DIY Musician: Berklee
  • Bookkeeping For Dummies: John Wiley & Sons
  • AI-Driven Insights, Validation and Scenario Modeling: Microsoft
  • Claves de la Dirección de Empresas: IESE Business School
  • Construction Project Management: Columbia University
  • IBM Hybrid Cloud Architect: IBM
  • AI for Writing and Communicating: Google
  • Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital: Erasmus University Rotterdam
  • IBM Project Manager: IBM

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