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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


  • Status: New
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    Coursera

    Automate Excel Data with Power Query and Lookups

    Skills you'll gain: Data Cleansing, Financial Data, Microsoft Excel, Excel Formulas, Management Reporting, Data Transformation, Data Manipulation, Automation, Financial Reporting, Extract, Transform, Load, Data Import/Export, Spreadsheet Software, Data Validation

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Introduction to Time Value of Money (TVM)

    Skills you'll gain: Loans, Finance, Excel Formulas, Microsoft Excel, Depreciation, Cash Management, Financial Management, Financial Analysis, Business Mathematics, Cash Flows, Investments

    4.8
    Rating, 4.8 out of 5 stars
    ·
    964 reviews

    Beginner · Course · 1 - 4 Weeks

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    L

    LearnKartS

    Generative AI for Recruiters and HR Professionals

    Skills you'll gain: Prompt Engineering, Prompt Patterns, Responsible AI, Talent Acquisition, Compliance Management, Human Resources, HR Tech, Generative AI, Performance Review, Generative AI Agents, ChatGPT, Human Capital, Workforce Planning, AI Workflows, Employee Onboarding, Employee Engagement, Large Language Modeling

    Beginner · Course · 1 - 4 Weeks

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    Y

    Yale University

    Connected Leadership

    Skills you'll gain: Systems Thinking, Strategic Leadership, Leadership, Team Leadership, Team Building, Team Management, Leadership and Management, Action Oriented, Visionary, Time Management, Prioritization, Planning, Emotional Intelligence, Personal Development, Self-Awareness, Goal Setting, Communication

    4.8
    Rating, 4.8 out of 5 stars
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    777 reviews

    Intermediate · Course · 1 - 3 Months

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    Coursera

    Analyze Marketing: Define and Apply Strategy

    Skills you'll gain: Value Propositions, Target Audience, Target Market, Strategic Decision-Making, Business Strategy, Strategic Marketing, Marketing Planning, Competitive Analysis, Marketing, Competitive Intelligence, Analysis, Marketing Strategy and Techniques, Customer Analysis, Market Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Foundations of Global Health

    Skills you'll gain: Advocacy, Training Programs, Health Systems, Health Policy, Primary Care, Education and Training, Community Health, Smart Goals, Intercultural Competence, Sanitation, Crisis Intervention, Health Promotion, Community Development, Health Care Administration, Train The Trainer, Behavioral Health, Public Health and Disease Prevention, Public Health, Healthcare Ethics, Health Equity

    4.7
    Rating, 4.7 out of 5 stars
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    1.2K reviews

    Beginner · Specialization · 3 - 6 Months

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    CertNexus

    CyberSec First Responder (Exam CFR-410)

    Skills you'll gain: Cyber Threat Intelligence, Incident Response, Cybersecurity, Computer Security Incident Management, Information Systems Security, Threat Detection, Cyber Risk, Risk Analysis, Computer Security, Digital Forensics, Network Security, Incident Management, Vulnerability Assessments, Criminal Investigation and Forensics, Vulnerability Management, Vulnerability Scanning, Intelligence Collection and Analysis, Risk Management, Risk Mitigation, Network Analysis

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    University of Arizona

    Strategic Digital Marketing

    Skills you'll gain: Web Analytics, Search Engine Marketing, Pay Per Click Advertising, User Experience Design, Google Ads, Search Engine Optimization, Web Analytics and SEO, Digital Marketing, Campaign Management, Content Marketing, Keyword Research, Data-Driven Decision-Making, Social Media Strategy, Marketing Channel, Marketing Effectiveness, Marketing Analytics, Marketing Strategy and Techniques, Marketing Planning, Customer Engagement, Target Audience

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
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    U

    University of Michigan

    Negociações de sucesso: estratégias e habilidades essenciais (em Português)

    Skills you'll gain: Negotiation, Contract Negotiation, Mediation, Arbitration, Price Negotiation, Planning, Strategic Planning, Conflict Management, Communication, Cultural Diversity, Business Ethics, Decision Making

    4.9
    Rating, 4.9 out of 5 stars
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    1.6K reviews

    Mixed · Course · 1 - 3 Months

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    Alex Genadinik

    Pricing Strategies

    Skills you'll gain: Sales Strategy, Price Negotiation, Customer Retention, Product Strategy, Upselling, Coaching, Case Studies, E-Commerce, Customer Relationship Building, Service Design

    Mixed · Course · 1 - 3 Months

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    EDUCBA

    Build and Implement a Real-Time Chat App with NodeJS

    Skills you'll gain: Software Development

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Entrepreneurship: Launching an Innovative Business

    Skills you'll gain: Customer Analysis, Commercialization, Product Planning, Business Modeling, Strategic Decision-Making, Innovation, Entrepreneurship, Entrepreneurial Finance, Market Opportunities, Business Planning, New Product Development, Sales Strategy, Sales Pipelines, Ideation, Sales Presentation, Customer Insights, Product Development, Team Building, Capital Markets, Finance

    4.6
    Rating, 4.6 out of 5 stars
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    2.3K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Automate Excel Data with Power Query and Lookups: Coursera
  • Introduction to Time Value of Money (TVM): University of Michigan
  • Generative AI for Recruiters and HR Professionals: LearnKartS
  • Connected Leadership: Yale University
  • Analyze Marketing: Define and Apply Strategy: Coursera
  • Foundations of Global Health: Johns Hopkins University
  • CyberSec First Responder (Exam CFR-410): CertNexus
  • Strategic Digital Marketing: University of Arizona
  • Negociações de sucesso: estratégias e habilidades essenciais (em Português): University of Michigan
  • Pricing Strategies : Alex Genadinik

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