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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
    S

    SkillUp

    Project Lifecycle, Information Sharing, and Risk Management

    Skills you'll gain: Risk Management, Project Management Life Cycle, Risk Management Framework, Project Management Institute (PMI) Methodology, Stakeholder Management, Project Risk Management, Risk Mitigation, Risk Analysis, Project Management, Stakeholder Engagement, Communication Planning, Systems Development Life Cycle, Project Management Software, Stakeholder Communications, Project Documentation, Communication Strategies, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    246 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    M

    Microsoft

    Introduction to Microsoft Dynamics 365

    Skills you'll gain: Customer Engagement, Sales Pipelines, Power BI, Customer Relationship Management (CRM) Software, Lead Generation, Customer Insights, Resource Allocation, Resource Planning, Scheduling, Customer Relationship Management, Sales Process, Sales Management, Sales Operations, Microsoft Teams, Order Management, Customer Service, Marketing, Marketing Automation, Prospecting and Qualification, Business Reporting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    86 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Responsible Generative AI

    Skills you'll gain: Responsible AI, Generative AI, Governance, Data Governance, Data Management, Data Ethics, Compliance Management, Consumer Behaviour, AI literacy, Governance Risk Management and Compliance, AI powered creativity, AI Enablement, Social Impact, Business Risk Management, Law, Regulation, and Compliance, Stakeholder Analysis, Decision Intelligence, Risking, Leadership and Management, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    374 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    AI in Law: Research, Risk, and Legal Drafting

    Skills you'll gain: Legal Technology, Legal Strategy, Legal Risk, Legal Research, Responsible AI, Data Ethics, Arbitration, Litigation Support, Compliance Management, Law, Regulation, and Compliance, Generative AI, Document Management, Legal Writing, Regulation and Legal Compliance, AI literacy, Client Services, Compliance Training, Regulatory Compliance, Artificial Intelligence, Risk Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    99 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    National Taiwan University

    Operations Research (1): Models and Applications

    Skills you'll gain: Operations Research, Mathematical Modeling, Applied Mathematics, Business Modeling, Industrial Engineering, Model Optimization, Inventory Control, Business Analytics, Production Planning, Case Studies, Microsoft Excel, Scheduling, Portfolio Management, Facility Management

    4.8
    Rating, 4.8 out of 5 stars
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    586 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Voxy

    English Language Skills A2-B1 CEFR: Low-Intermediate

    Skills you'll gain: Stress Management, Goal Setting, Nutrition and Diet, Professional Development, Language Competency, Personal Development, Organizational Skills, English Language, Nutrition Education, Planning, Technical Communication, Product Knowledge, Productivity, Language Learning, Social Skills, Professionalism, Customer Service, Verbal Communication Skills, Interpersonal Communications, Customer Inquiries

    4.6
    Rating, 4.6 out of 5 stars
    ·
    580 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Beyond the Financials: Insights, Analysis and Valuations

    Skills you'll gain: Financial Reporting, Financial Statement Analysis, Business Valuation, Financial Statements, Financial Acumen, Financial Analysis, Forecasting, Financial Accounting, Financial Data, Analysis, Financial Forecasting, Financial Modeling, Generally Accepted Accounting Principles (GAAP), Business Metrics

    4.6
    Rating, 4.6 out of 5 stars
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    19 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    N

    National Taiwan University

    用 Python 做商管程式設計(一)(Programming for Business Computing in Python (1))

    Skills you'll gain: Information Systems, Information Management, Data Structures, Transportation Operations, Information Technology, Production Planning, Production Schedule, Operations Management, Business Operations, Inventory Control, Logistics, Computational Logic, Algorithms, Programming Principles, Computer Programming, Python Programming, Decision Making, Development Environment, Software Installation

    4.9
    Rating, 4.9 out of 5 stars
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    901 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Technical University of Munich (TUM)

    Cost Accounting: Profit and Loss Calculation

    Skills you'll gain: Income Statement, Inventory Accounting, Profit and Loss (P&L) Management, Cost Accounting, Gross Profit, Management Accounting, Financial Reporting, Financial Statements, Operating Cost, Financial Statement Analysis, Operating Expense

    4.7
    Rating, 4.7 out of 5 stars
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    101 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    INSEAD

    Blockchain, Cryptoassets, and Decentralized Finance

    Skills you'll gain: Blockchain, Digital Assets, FinTech, Agentic systems, Financial Inclusion, Business Modeling, Financial Systems, Payment Systems, Emerging Technologies, Business Transformation, Distributed Computing, Transaction Processing, Cryptographic Protocols, Identity and Access Management, Contract Management, Cost Reduction

    4.7
    Rating, 4.7 out of 5 stars
    ·
    383 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tally Education and Distribution Services Private Limited

    Principles of Accounts Payable and Receivable Management

    Skills you'll gain: Accounts Payable and Receivable, Accounts Payable, Accounts Receivable, Budget Management, Accounting Software, Bookkeeping, Inventory Management, Ledgers (Accounting), Order Processing, Balancing (Ledger/Billing), Budgeting, Inventory Management System, Order Management, Accounting, General Accounting, Inventory Control, Cost Management, Financial Reporting, Expense Management, Financial Accounting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    73 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free
    Free
    C

    Coursera

    Create a Project Charter with Google Docs

    Skills you'll gain: Project Documentation, Lean Six Sigma, Document Management, Project Management, Project Scoping, Six Sigma Methodology, Project Planning, Google Docs, Lean Methodologies, Timelines

    4.6
    Rating, 4.6 out of 5 stars
    ·
    646 reviews

    Beginner · Guided Project · Less Than 2 Hours

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

  • Project Lifecycle, Information Sharing, and Risk Management: SkillUp
  • Introduction to Microsoft Dynamics 365: Microsoft
  • Responsible Generative AI: University of Michigan
  • AI in Law: Research, Risk, and Legal Drafting: Coursera
  • Operations Research (1): Models and Applications: National Taiwan University
  • English Language Skills A2-B1 CEFR: Low-Intermediate: Voxy
  • Beyond the Financials: Insights, Analysis and Valuations: University of Illinois Urbana-Champaign
  • 用 Python 做商管程式設計(一)(Programming for Business Computing in Python (1)): National Taiwan University
  • Cost Accounting: Profit and Loss Calculation: Technical University of Munich (TUM)
  • Blockchain, Cryptoassets, and Decentralized Finance: INSEAD

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