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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
    R

    Rice University

    Engineering Project Management: Initiating and Planning

    Skills you'll gain: Communication Planning, Stakeholder Management, Organizational Structure, Project Documentation, Project Management, Project Management Life Cycle, Stakeholder Analysis, Project Scoping, Planning, Project Planning, Requirements Management, Financial Analysis, Business Analysis, Case Studies, Peer Review

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.5K reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Illinois at Urbana-Champaign

    Financial Management Graduate Certificate

    Skills you'll gain: Business Strategy, Data Storytelling, Management Accounting, Fund Accounting, Operations Management, Mergers & Acquisitions, Financial Statement Analysis, Credit Risk, Marketing, Risk Management, Machine Learning Algorithms, Revenue Recognition, Variance Analysis, Entrepreneurship, Data Governance, Financial Auditing, Generative AI, Financial Market, Supply And Demand, Statistical Inference

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Cybersecurity Planning, Management, and Compliance

    Skills you'll gain: Cloud Security, Cyber Security Policies, Security Management, Data Management, Records Management, Cloud Computing Architecture, General Data Protection Regulation (GDPR), Cloud Computing, Data Governance, Personally Identifiable Information, Information Privacy, Threat Detection, Microsoft Azure, Security Controls, Threat Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Disaster Recovery Planning for Organizations

    Skills you'll gain: Disaster Recovery, Business Continuity Planning, Contingency Planning, Business Risk Management, Data Loss Prevention, Risk Analysis, General Data Protection Regulation (GDPR), Personally Identifiable Information, Standard Operating Procedure, Incident Response, Threat Management, Compliance Management, Program Development, Continuous Improvement Process

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Digital Competition in Financial Services

    Skills you'll gain: Technology Strategies, FinTech, Digital Transformation, Business Technologies, Financial Services, Financial Regulation, Business Strategies, Market Dynamics, Competitive Analysis, Business Modeling, Innovation, Governance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    999 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free
    Free
    A

    Amazon Web Services

    Planning a Machine Learning Project

    Skills you'll gain: Feasibility Studies, Business Analysis, Business Analytics, Strategic Decision-Making, Applied Machine Learning, Data-Driven Decision-Making, Machine Learning, Strategic Thinking, Business Leadership, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    17 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Digital Marketing Institute

    Planning a Digital Marketing Strategy

    Skills you'll gain: Marketing Budgets, Data-Driven Decision-Making, Marketing Strategies, Digital Marketing, Social Media Marketing, Marketing Channel, Data Ethics, Customer experience strategy (CX), Digital Media Strategy, Customer Analysis, Customer experience improvement, Cross-Channel Marketing, Marketing Automation, Marketing Strategy and Techniques, Strategic Marketing, Strategic Decision-Making, Social Media Strategy, Digital Advertising, Marketing Analytics, Strategic Thinking

    4.5
    Rating, 4.5 out of 5 stars
    ·
    8 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Strategic Planning for Social Media

    Skills you'll gain: Social Media Strategy, Social Media Content, Social Media Marketing, Strategic Communication, Paid media, Content Strategy, Digital Media Strategy, Earned Media, Owned Media, Brand Strategy, Content Performance Analysis, Content Creation, Shared Media, Customer Relationship Building, Customer Engagement, Target Audience, Brand Management, Aesthetics

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    INSEAD

    Blockchain Revolution in Financial Services

    Skills you'll gain: Blockchain, Digital Assets, FinTech, Business Strategy, Strategic Decision-Making, Governance, Financial Services, Financial Regulation, Ledgers (Accounting), Work Breakdown Structure, Project Implementation, Business Modeling, Banking Services, Financial Systems, Project Design, Cryptography, Design, Emerging Technologies, Stakeholder Analysis, Payment Systems

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Understanding Financial Statements: Company Performance

    Skills you'll gain: Income Statement, Financial Statement Analysis, Financial Statements, Financial Analysis, Accounting, Cash Flows, Financial Reporting, Balance Sheet, Business Metrics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    788 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Strategic Impact: A Leader's Planning Framework

    Skills you'll gain: Strategic Communication, Performance Measurement, Key Performance Indicators (KPIs), Communication Planning, Strategic Leadership, Employee Engagement, Business Planning, Strategic Planning, Dashboard, Meeting Facilitation, Goal Setting, Planning, Organizational Strategy, Discussion Facilitation, Stakeholder Engagement, Presentations, Business Strategy, Leadership Development, Team Building, Teamwork

    Intermediate · Course · 1 - 3 Months

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

    University of Cambridge

    Financial Accounting and Capital Markets

    Skills you'll gain: Accrual Accounting, Accruals, Financial Accounting, Financial Modeling, Accounting, Equities, Financial Market, Capital Markets, Financial Analysis, Sustainable Business, Depreciation, Financial Statements, Cash Flows, Loans, Profit and Loss (P&L) Management, Microsoft Excel, Strategic Decision-Making

    Intermediate · Course · 1 - 3 Months

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

  • Engineering Project Management: Initiating and Planning: Rice University
  • Financial Management Graduate Certificate: University of Illinois at Urbana-Champaign
  • Cybersecurity Planning, Management, and Compliance: Microsoft
  • Disaster Recovery Planning for Organizations: Coursera
  • Digital Competition in Financial Services: Copenhagen Business School
  • Planning a Machine Learning Project: Amazon Web Services
  • Planning a Digital Marketing Strategy: Digital Marketing Institute
  • Strategic Planning for Social Media: University of Colorado Boulder
  • Blockchain Revolution in Financial Services: INSEAD
  • Understanding Financial Statements: Company Performance: University of Illinois Urbana-Champaign

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