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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


  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Human Resources Management and GenAI

    Skills you'll gain: Employee Retention, Talent Pipelining, Succession Planning, Workplace inclusivity, Performance Appraisal, Human Resource Strategy, Prompt Engineering, Mediation, Human Resources, Employee Engagement, Responsible AI, Generative AI Agents, AI Enablement, Human Resources Information System (HRIS), HR Tech, Payroll, Performance Review, Management Training And Development, Generative AI, Artificial Intelligence and Machine Learning (AI/ML)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    300 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentals of Sales and Marketing, with Goldman Sachs 10,000 Women

    Skills you'll gain: Target Market, Sales Strategy, Marketing Planning, Marketing, Sales Process, Sales, Marketing Strategy and Techniques, Marketing Analytics, Digital Marketing, Brand Management, Market Opportunities, Market Research, Business Metrics, Customer Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.3K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    B

    Banco Interamericano de Desarrollo

    Emprendimientos creativos

    Skills you'll gain: Entrepreneurship, Design Thinking, Budget Management, Lean Methodologies, Financial Management, Innovation, Adaptability, Creativity, Business Administration, Fundraising, Professional Networking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    575 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Excel Skills for Business Forecasting

    Skills you'll gain: Time Series Analysis and Forecasting, Forecasting, Model Evaluation, Regression Analysis, Microsoft Excel, Excel Formulas, Trend Analysis, Case Studies, Business Mathematics, Business Metrics, Predictive Modeling, Data Presentation, Statistical Visualization, Graphing, Business Economics, Statistical Modeling, Business Analytics, Decision Making, Process Optimization, Statistical Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    318 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Cape Town

    Climate Change Mitigation in Developing Countries

    Skills you'll gain: Climate Change Mitigation, Sustainable Development, Economic Development, Environmental Policy, Policy Development, Mathematical Modeling, Systems Thinking, Complex Problem Solving, Research, Innovation, Stakeholder Engagement

    4.7
    Rating, 4.7 out of 5 stars
    ·
    593 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    California Institute of the Arts

    Plan a Successful Freelancing Business

    Skills you'll gain: Competitive Analysis, Business Planning, Business Strategy, Market Analysis, Market Opportunities, Value Propositions, Peer Review, Entrepreneurship, Business Modeling, Service Design, Goal Setting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    304 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    T

    The Hong Kong University of Science and Technology

    China’s Economic Transformation Part 1: Economic Reform and Growth in China

    Skills you'll gain: International Relations, Economic Development, International Finance, World History, Fiscal Management, Economics, Financial Systems, Global Marketing, Economics, Policy, and Social Studies, Governance, Banking, Growth Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    203 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    E

    Erasmus University Rotterdam

    Assessment in Higher Education: Professional Development for Teachers

    Skills you'll gain: Constructive Feedback, Higher Education, Instructional Design, Program Standards, Planning, Reliability, Analytical Skills, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    417 reviews

    Intermediate · Course · 1 - 3 Months

  • G

    Google

    Google Agile Essentials

    Skills you'll gain: Agile Project Management, Agile Software Development, Agile Methodology, Backlogs, Scrum (Software Development), User Story, Project Coordination, Sprint Planning, Project Management, Kanban Principles, Waterfall Methodology, Lean Methodologies, Prioritization, Cross-Functional Collaboration, Estimation, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    132 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Creating Change through Social Entrepreneurship

    Skills you'll gain: Social Impact, Design Thinking, Community Outreach, Organizational Structure, Stakeholder Engagement, Entrepreneurship, Sustainable Development, Research and Design, Business Modeling, Communication, Advocacy, Innovation, Program Evaluation, Fundraising

    4.9
    Rating, 4.9 out of 5 stars
    ·
    174 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    S

    Starweaver

    Personal Productivity, Time Management and Prioritization

    Skills you'll gain: Prioritization, Productivity, Strategic Prioritization, Productivity Software, Ability To Meet Deadlines, Personal Development, Workflow Management, Goal Setting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    378 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Content Creation for TikTok, YouTube, Instagram, Facebook

    Skills you'll gain: TikTok, Video Production, Content Performance Analysis, Content Creation, Web Analytics and SEO, Social Media Content, Video Editing, Social Media, Photography, Media Production, Social Media Campaigns, Driving engagement, Social Media Marketing, Social Media Strategy, Content Strategy, Storytelling, Photo Editing, Branding, Drive Engagement, Web Content

    4.2
    Rating, 4.2 out of 5 stars
    ·
    30 reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Human Resources Management and GenAI: Coursera
  • Fundamentals of Sales and Marketing, with Goldman Sachs 10,000 Women: Goldman Sachs
  • Emprendimientos creativos: Banco Interamericano de Desarrollo
  • Excel Skills for Business Forecasting: Macquarie University
  • Climate Change Mitigation in Developing Countries: University of Cape Town
  • Plan a Successful Freelancing Business : California Institute of the Arts
  • China’s Economic Transformation Part 1: Economic Reform and Growth in China: The Hong Kong University of Science and Technology
  • Assessment in Higher Education: Professional Development for Teachers: Erasmus University Rotterdam
  • Google Agile Essentials: Google
  • Creating Change through Social Entrepreneurship: Yale University

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