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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


  • M

    Microsoft

    Project Management Fundamentals

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, Project Management Institute (PMI) Methodology, Project Management, Project Management Office (PMO), Stakeholder Analysis, Project Management Life Cycle, Project Implementation, Project Planning, Process Management, Leadership

    4.6 stars, 604 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.6 (604) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • U

    University of Virginia

    Grow to Greatness: Smart Growth for Private Businesses, Part I

    Skills you'll gain: Growth Strategies, Business Planning, Business Strategy, Strategic Thinking, Entrepreneurship, Business Process, Process Management, Planning, Value Propositions, Innovation, Business Intelligence, Prioritization, Case Studies

    4.7 stars, 661 reviews, Mixed, Course, 1 - 3 Months

    ★ 4.7 (661) · Mixed · Course · 1 - 3 Months

    Category: Preview
    Preview
  • U

    University of California, Irvine

    Inicio y planificación de proyectos

    Skills you'll gain: Project Planning, Stakeholder Engagement, Conflict Management, Stakeholder Management, Planning, Project Management, Project Scoping, Work Breakdown Structure, Stakeholder Analysis, Project Documentation, Stakeholder Communications, Leadership and Management, Influencing, Organizational Structure

    4.8 stars, 740 reviews, Mixed, Course, 1 - 3 Months

    ★ 4.8 (740) · Mixed · Course · 1 - 3 Months

    Category: Preview
    Preview
  • P

    Packt

    Build Autonomous AI Trading Agents with n8n, MT5 & Free APIs

    Skills you'll gain: Model Context Protocol, Agentic Workflows, AI Workflows, LLM Application, Large Language Modeling, AI Orchestration, Generative AI Agents, Tool Calling, Agentic systems, Financial Trading, AI Integrations, Prompt Engineering, Market Data, Market Intelligence, Application Programming Interface (API), Machine Learning, Ubuntu, Algorithms, Language Learning, Business Strategies

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
  • 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, Analysis, Performance Measurement, Financial Data, Operational Analysis, Business Modeling, Financial Analysis, Business Analysis, Data Storytelling, Finance, Financial Acumen, Business Reporting, Management Reporting

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • S

    Sage Publications

    Contemporary Human Resource Management

    Skills you'll gain: Human Resource Management, Human Resources Management and Planning, Human Resources, Talent Recruitment, Human Capital, Diversity Equity and Inclusion Initiatives, HR Tech, Human Resource Strategy, People Analytics, Employee Retention, Recruitment, Human Relations Movement, Talent Management, Employee Relations, Human Resource Policies, Performance Appraisal, Compensation Management, Talent Acquisition, Employee Engagement, Business Development

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • B

    Birla Institute of Technology & Science, Pilani

    Agile Software Processes

    Skills you'll gain: Agile Software Development, User Story, Backlogs, Agile Methodology, Agile Product Development, Agile Project Management, Scrum (Software Development), Software Engineering, Sprint Planning, Software Development Life Cycle, Scaled Agile Framework, Software Development, Sprint Retrospectives, Software Development Methodologies, Requirements Analysis, Waterfall Methodology, Continuous Integration, Test Driven Development (TDD), Scalability, Risk Management Framework

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
    Category: Build toward a degree
    Build toward a degree
  • P

    Pearson

    Fundamentals of Human Resource Management

    Skills you'll gain: Human Resources Management and Planning, Human Resources, Human Resource Strategy, Human Resource Management, Organizational Strategy, Human Resource Policies, Strategic Planning, Business Management, Performance Management, Workforce Management, Staff Management, Performance Measurement

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • M

    Madecraft

    Modern Project Management and Agile

    Skills you'll gain: Scrum (Software Development), Agile Product Development, Stakeholder Management, Stakeholder Engagement, Sprint Planning, Stakeholder Communications, Agile Project Management, Backlogs, Sprint Retrospectives, Product Roadmaps, Agile Software Development, Stakeholder Analysis, Agile Methodology, Product Management, Business Relationship Management, Influencing, Project Management, Culture Transformation, Team Management, Team Collaboration

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • U

    Universidad ORT Uruguay

    ¡A Programar! Una introducción a la programación

    Skills you'll gain: Code Reusability, Video Game Development, Software Engineering, Program Development, Programming Principles, Game Design, Software Testing, Software Development, Event-Driven Programming, Computer Programming, Computational Thinking

    4.8 stars, 2.7K reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (2.7K) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • U

    University of Pennsylvania

    What is Compliance?

    Skills you'll gain: Regulatory Compliance, Compliance Management, Legal Risk, Law, Regulation, and Compliance, Governance Risk Management and Compliance, Regulatory Requirements, Risk Management, Governance, Risk Mitigation, Strategic Planning, Risk Analysis, Brand Management

    4.8 stars, 1.6K reviews, Mixed, Course, 1 - 4 Weeks

    ★ 4.8 (1.6K) · Mixed · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • S

    Sage Publications

    Core Project Management: Define, Map, and Value Success

    Skills you'll gain: Project Design, Stakeholder Management, Stakeholder Engagement, Project Management Life Cycle, Stakeholder Analysis, Project Scoping, Project Management, Project Planning, Project Risk Management, Leadership, Project Performance, Proposal Development, Decision Making, Program Evaluation, Business Priorities, Organizational Strategy, Strategic Leadership, Strategic Planning, Strategic Prioritization, Business Analysis

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
1…777879…644

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

  • Project Management Fundamentals: Microsoft
  • Grow to Greatness: Smart Growth for Private Businesses, Part I: University of Virginia
  • Inicio y planificación de proyectos: University of California, Irvine
  • Build Autonomous AI Trading Agents with n8n, MT5 & Free APIs: Packt
  • FP&A with AI: Capstone Project: IBM
  • Contemporary Human Resource Management: Sage Publications
  • Agile Software Processes: Birla Institute of Technology & Science, Pilani
  • Fundamentals of Human Resource Management: Pearson
  • Modern Project Management and Agile: Madecraft
  • ¡A Programar! Una introducción a la programación: Universidad ORT Uruguay

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