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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: Free Trial
    Free Trial
    U

    University of Pennsylvania

    What is Corruption: Anti-Corruption and Compliance

    Skills you'll gain: Compliance Management, Law, Regulation, and Compliance, Legal Risk, Business Ethics, Internal Controls, Risk Analysis, Risk Mitigation, Ethical Standards And Conduct, Risk Management, Due Diligence, Employee Training, International Relations, Operations Management, Strategic Planning, Case Studies

    4.9
    Rating, 4.9 out of 5 stars
    ·
    675 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    É

    École Polytechnique Fédérale de Lausanne

    Economie du sol et de l'immobilier I

    Skills you'll gain: Property and Real Estate, Real Estate, Market Dynamics, Commercial Real Estate, Real Estate Transactions, Business Valuation, Financial Analysis, Return On Investment, Economics, Capital Budgeting, Investments, Price Negotiation, Market Analysis, Finance, Consumer Behaviour, Competitive Analysis, Depreciation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    262 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    H

    HubSpot Academy

    Sales Training: Techniques for a Human-Centric Sales Process

    Skills you'll gain: Closing (Sales), Booking (Sales), Overcoming Objections, Sales Training, Sales Process, Sales Prospecting, HubSpot CRM, Sales, Inside Sales, Prospecting and Qualification, Sales Strategy, Consultative Selling, Customer Relationship Management (CRM) Software, Lead Generation, Negotiation, LinkedIn, Value Propositions, Professional Networking, Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    535 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Estimating and Bidding in Construction

    Skills you'll gain: Construction Estimating, Engineering Plans And Specifications, Blueprint Reading, Architectural Drawing, Cost Estimation, Building Information Modeling, Project Estimation, Risk Management, Project Risk Management, Cost Management, Project Controls, Engineering Drawings, Construction Management, Estimation, Bidding, Design Specifications, Construction, Risk Analysis, Presentations, Business Communication

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    P

    Packt

    Foundations of Project Management

    Skills you'll gain: Project Management Institute (PMI) Methodology, Project Management, Stakeholder Engagement, Stakeholder Management, Project Management Life Cycle, Project Risk Management, Project Planning, Scope Management, Project Performance, Risk Management, Ethical Standards And Conduct, Business Ethics, Team Leadership, Agile Methodology, Communication Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    33 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Project Valuation and the Capital Budgeting Process

    Skills you'll gain: Capital Budgeting, Project Risk Management, Risk Analysis, Risk Management, Financial Analysis, Project Finance, Business Valuation, Depreciation, Cash Flows, Financial Modeling, Portfolio Management, Project Portfolio Management, Spreadsheet Software, Microsoft Excel, Corporate Tax

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    233 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Strategising: Management for Global Competitive Advantage

    Skills you'll gain: Business Strategy, Design Thinking, Supply Chain, Strategic Thinking, Supply Chain Planning, Business Ethics, Supply Chain Management, Corporate Sustainability, Sustainable Business, Customer Analysis, Emerging Technologies, Strategic Marketing, Growth Strategies, Strategic Sourcing, Corporate Strategy, Environmental Social And Corporate Governance (ESG), Competitive Analysis, Sustainable Development, Digital Transformation, Innovation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.5K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    P

    Packt

    Hands-On Microsoft 365 and SharePoint Training

    Skills you'll gain: Microsoft 365, Microsoft Power Automate/Flow, Microsoft Power Platform, Data Governance, Data Migration, Business Process Automation, Content Management, Microsoft Teams, Microsoft Office, Trend Analysis, Document Management, Strategic Thinking, Strategic Planning, System Configuration, Compliance Management, Technology Roadmaps, DevOps, Microsoft Copilot, Data Security

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Governmental Accounting II and Nonprofit Accounting

    Skills you'll gain: Fund Accounting, Governmental Accounting, Non-Profit Accounting, Financial Analysis, Financial Statement Analysis, Financial Statements, Governance, Financial Reporting, Revenue Recognition, Generally Accepted Accounting Principles (GAAP), Accounting, Compliance Management, Cash Flows, Tax Compliance, Reconciliation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    26 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Developing Innovative Ideas for New Companies: The First Step in Entrepreneurship

    Skills you'll gain: Business Modeling, Strategic Decision-Making, Entrepreneurship, Market Opportunities, Ideation, Innovation, Business Strategies, Customer Insights, Market Analysis, New Business Development, Competitive Analysis, Value Propositions

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Virginia

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

    Skills you'll gain: Employee Engagement, Team Management, Case Studies, Organizational Strategy, Growth Strategies, Leadership Development, Entrepreneurship, Business Development, Human Resources Management and Planning, Business Strategy, Organizational Leadership, Business Leadership, Planning, Innovation, Business Intelligence

    4.8
    Rating, 4.8 out of 5 stars
    ·
    245 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The University of Melbourne

    The Role of Global Capital Markets

    Skills you'll gain: Financial Systems, Capital Markets, Market Liquidity, Financial Market, Corporate Finance, International Finance, Financial Regulation, Market Dynamics, Market Analysis, Governance, Risk Management, Economic Development

    4.6
    Rating, 4.6 out of 5 stars
    ·
    651 reviews

    Mixed · Course · 1 - 4 Weeks

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

  • What is Corruption: Anti-Corruption and Compliance: University of Pennsylvania
  • Economie du sol et de l'immobilier I: École Polytechnique Fédérale de Lausanne
  • Sales Training: Techniques for a Human-Centric Sales Process: HubSpot Academy
  • Estimating and Bidding in Construction: University of California, Davis
  • Foundations of Project Management: Packt
  • Project Valuation and the Capital Budgeting Process: University of Colorado Boulder
  • Strategising: Management for Global Competitive Advantage: Macquarie University
  • Hands-On Microsoft 365 and SharePoint Training: Packt
  • Governmental Accounting II and Nonprofit Accounting: University of Illinois Urbana-Champaign
  • Developing Innovative Ideas for New Companies: The First Step in Entrepreneurship: University of Maryland, College Park

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