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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


  • K

    Knowledge Accelerators

    Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills

    Skills you'll gain: Data Presentation, Pivot Tables And Charts, Data Entry, Data Processing, Data Science, Organizational Skills, Business Analytics, Data Management, Business Intelligence, Microsoft 365, Productivity Software, Record Keeping, Customer Data Management, Productivity, Financial Analysis, Marketing Planning, Project Management, Event Planning

    Beginner · Course · 1 - 4 Weeks

  • S

    SoFi

    Managing Debt

    Skills you'll gain: Mortgage Loans, Loans, Consumer Lending, Credit Risk, Financial Planning, Budget Management, Cost Benefit Analysis, Goal Setting, Consolidation, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    28 reviews

    Beginner · Course · 1 - 4 Weeks

  • G

    Google

    Gestion de projet de Google

    Skills you'll gain: Project Closure, Quality Management, Milestones (Project Management), Backlogs, Agile Project Management, Project Planning, Team Management, Scope Management, Budget Management, Team Leadership, Stakeholder Analysis, Project Scoping, Project Management Life Cycle, Communication Planning, Quality Monitoring, Requirements Analysis, Agile Methodology, Performance Reporting, Change Management, Project Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    63 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • I

    IBM

    Build Multimodal Generative AI Applications

    Skills you'll gain: Multimodal Prompts, LLM Application, Generative Model Architectures, OpenAI API, Application Development, Prompt Engineering, Web Applications, Flask (Web Framework), Web Development, Software Development

    4.8
    Rating, 4.8 out of 5 stars
    ·
    49 reviews

    Intermediate · Course · 1 - 4 Weeks

  • E

    Erasmus University Rotterdam

    Excel Modeling for Professionals: Best Practices & Pitfalls

    Skills you'll gain: Microsoft Excel, Excel Formulas, Data Modeling, Verification And Validation, Financial Modeling, Business Modeling, Spreadsheet Software, Technical Documentation, Product Testing, Data Validation, Data Integrity, Data Management, Organizational Skills

    4.5
    Rating, 4.5 out of 5 stars
    ·
    36 reviews

    Intermediate · Course · 1 - 4 Weeks

  • E

    EDHEC Business School

    Science and Engineering of Climate Change

    Skills you'll gain: Climate Change Mitigation, Energy and Utilities, Engineering, Systems Of Measurement, Environment, Mathematical Modeling, Sustainable Technologies, Environmental Engineering, Environmental Science, Physics, Economics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    241 reviews

    Beginner · Course · 1 - 4 Weeks

  • S

    Starweaver

    AI-Powered Business Operations

    Skills you'll gain: Business Process Modeling, Data Storytelling, Responsible AI, AI Product Strategy, Business Process, Digital Transformation, Business Process Management, Business Process Improvement, Process Design, Sales Presentations, Google Gemini, Sales Strategy, ChatGPT, Generative AI, Sustainable Development, Social Impact, Customer Relationship Management (CRM) Software, Innovation, Environmental Social And Corporate Governance (ESG), Product Knowledge

    4.4
    Rating, 4.4 out of 5 stars
    ·
    32 reviews

    Intermediate · Specialization · 1 - 3 Months

  • E

    EDUCBA

    Building DApps In Ethereum Blockchain

    Skills you'll gain: Blockchain, Secure Coding, Penetration Testing, Front-End Web Development, Application Development, Application Design, Security Testing, Application Security, Development Environment, Web Development, Software Development Tools, Cyber Security Assessment, Payment Systems, Continuous Monitoring, Authorization (Computing), User Interface (UI), Incident Response, Role-Based Access Control (RBAC), Application Deployment, Transaction Processing

    4.9
    Rating, 4.9 out of 5 stars
    ·
    141 reviews

    Beginner · Specialization · 3 - 6 Months

  • S

    Saïd Business School, University of Oxford

    AI Governance

    Skills you'll gain: Responsible AI, AI Security, Data Ethics, Governance, Compliance Management, Enterprise Risk Management (ERM), AI Product Strategy, Risk Management, Business Ethics, Artificial Intelligence, Ethical Standards And Conduct, Organizational Strategy, Law, Regulation, and Compliance, Artificial Intelligence and Machine Learning (AI/ML), Information Privacy, Generative AI, Information Management, Agentic systems, Generative AI Agents, Business Leadership

    4.9
    Rating, 4.9 out of 5 stars
    ·
    95 reviews

    Beginner · Course · 1 - 3 Months

  • C

    CentraleSupélec

    Two Speed IT: How Companies Can Surf the Digital Wave, a BCG Perspective

    Skills you'll gain: IT Management, Business Transformation, Workforce Management, Digital Transformation, Technology Strategies, Operational Efficiency, Information Technology, Product Strategy, Profit and Loss (P&L) Management, Financial Management, Cost Management, Business Analysis, Expectation Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    152 reviews

    Mixed · Course · 1 - 3 Months

  • B

    Board Infinity

    BFSI Essentials: Unlocking Finance Careers

    Skills you'll gain: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Insurance Policies, Professional Networking, Interviewing Skills, Banking, Customer experience strategy (CX), Compensation Analysis, Finance, Underwriting, Regulatory Compliance, Financial Analysis, Portfolio Management, Financial Planning, Wealth Management, Risk Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    15 reviews

    Beginner · Specialization · 3 - 6 Months

  • S

    Shanghai Jiao Tong University

    杏林探宝——认知中药

    Skills you'll gain: Public Health and Disease Prevention, Preventative Care, Chronic Diseases, Pharmacology, Contraindication, Medication Therapy Management, Medical History Documentation, Nutrition and Diet, Treatment Planning, Patient Education And Counseling, Patient Safety, Ancient History, Drug Interaction, Clinical Nutrition

    4.6
    Rating, 4.6 out of 5 stars
    ·
    139 reviews

    Mixed · Course · 1 - 3 Months

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

  • Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills: Knowledge Accelerators
  • Managing Debt: SoFi
  • Gestion de projet de Google: Google
  • Build Multimodal Generative AI Applications: IBM
  • Excel Modeling for Professionals: Best Practices & Pitfalls: Erasmus University Rotterdam
  • Science and Engineering of Climate Change: EDHEC Business School
  • AI-Powered Business Operations: Starweaver
  • Building DApps In Ethereum Blockchain: EDUCBA
  • AI Governance: Saïd Business School, University of Oxford
  • Two Speed IT: How Companies Can Surf the Digital Wave, a BCG Perspective: CentraleSupélec

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