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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


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    EDUCBA

    Scope Management and WBS for Projects

    Skills you'll gain: Requirements Analysis, Stakeholder Engagement, Project Scoping, Scope Management, Stakeholder Management, Requirements Elicitation, Work Breakdown Structure, Stakeholder Communications, Requirements Management, Communication Planning, Stakeholder Analysis, Change Control, Project Management, Verbal Strategic Communication, Acceptance Testing, Project Controls, Planning, Analysis, Change Management, Communication

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    University of Geneva

    Meeting Investors' Goals

    Skills you'll gain: Portfolio Management, Investments, Investment Management, Portfolio Risk, Business Ethics, Wealth Management, Behavioral Economics, Financial Market, Decision Making, Asset Management, Market Dynamics, Finance, Ethical Standards And Conduct, General Finance, Financial Analysis, Economics, Risk Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.8K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    University of Pennsylvania

    The Materiality of ESG Factors

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Risk Management Framework, Risk Analysis, Risk Management, Case Studies, Stakeholder Engagement, Business Risk Management, Stakeholder Management, Governance Risk Management and Compliance, Workplace inclusivity, Corporate Sustainability, Diversity Equity and Inclusion Initiatives, Governance, Climate Change Programs, Investment Management, Sustainable Business, Waste Minimization, Portfolio Risk, Equities, Finance

    4.7
    Rating, 4.7 out of 5 stars
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    1.4K reviews

    Beginner · Specialization · 3 - 6 Months

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    University of Colorado System

    Computer Communications

    Skills you'll gain: TCP/IP, Local Area Networks, Routing Protocols, Network Routing, Digital Communications, OSI Models, Network Protocols, Open Shortest Path First (OSPF), Network Routers, Communication Systems, Telecommunications, Dynamic Host Configuration Protocol (DHCP), Network Planning And Design, Network Security, Network Switches, General Networking, Virtual Networking, Network Performance Management, Computer Networking, Network Architecture

    4.6
    Rating, 4.6 out of 5 stars
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    3.4K reviews

    Intermediate · Specialization · 3 - 6 Months

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    EDUCBA

    Procurement, Bidding and Contract Analysis

    Skills you'll gain: Bidding, Contract Management, Procurement, Request for Proposal, Change Orders, Request For Quotation (RFQ), Contract Negotiation, Vendor Contracts, Supplier Management, Risk Management, Operational Risk, Risk Mitigation, Change Management, Financial Controls, Prospecting and Qualification, Order Delivery, Arbitration, Scheduling, Shipping and Receiving

    Mixed · Course · 1 - 4 Weeks

  • Status: New
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    EDUCBA

    Professional Risk and Program Management

    Skills you'll gain: Enterprise Risk Management (ERM), Program Management, Bidding, Stakeholder Engagement, Project Schedules, Stakeholder Management, Risk Analysis, Leadership and Management, Stakeholder Communications, Strategic Leadership, Communication Planning, Project Estimation, Project Risk Management, Work Breakdown Structure, Scheduling, Team Leadership, Contract Management, Governance Risk Management and Compliance, Procurement, Project Controls

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    EDUCBA

    Project Estimation and Cost Management

    Skills you'll gain: Project Estimation, Cost Estimation, Cost Management, Microsoft Project, Work Breakdown Structure, Project Scoping, Project Planning, Budget Management, Estimation, Project Schedules, Project Management Software, Planning, Project Management, Scheduling, Scope Management, Timelines, Operations, Analysis, Business Analysis, Business

    Mixed · Course · 1 - 3 Months

  • Status: New
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    Status: Free Trial
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    C

    Chris Croft Training

    Project Management Fundamentals

    Skills you'll gain: Project Risk Management, Risk Analysis, Project Schedules, Risk Management, Timelines, Project Planning, Project Performance, Work Breakdown Structure, Project Scoping, Project Management Life Cycle, Project Management, Project Implementation, Project Design, Project Management Software, Milestones (Project Management), Project Estimation, Project Management Institute (PMI) Methodology, Project Documentation, Project Management Office (PMO), Project Finance

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
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    Meta

    Version Control

    Skills you'll gain: Version Control, Unix Commands, Git (Version Control System), GitHub, Linux Commands, Unix, Software Versioning, Command-Line Interface, Linux, Collaborative Software, File Management, Software Development Tools, Software Development, Web Development

    4.6
    Rating, 4.6 out of 5 stars
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    3.8K reviews

    Beginner · Course · 1 - 4 Weeks

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    Madecraft

    Identity Crisis: How to Realign Your Career with Your Life

    Skills you'll gain: LinkedIn, Professional Networking, Growth Mindedness, Personal Development, Interviewing Skills, Goal Setting, Self-Awareness, Web Presence, Accountability Frameworks, Culture Transformation, Lifelong Learning, Financial Planning, Finance, Follow Through, Self-Motivation, Accountability, Business Transformation, Professionalism, Adult Education, Relationship Building

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    É

    École Polytechnique Fédérale de Lausanne

    Interest Rate Models

    Skills you'll gain: Portfolio Risk, Derivatives, Financial Market, Risk Modeling, Securities (Finance), Futures Exchange, Risk Management, Investments, Financial Modeling, Market Data, Portfolio Management, Mathematical Modeling, Finance, Probability, Statistical Modeling, Estimation, Applied Mathematics

    4.5
    Rating, 4.5 out of 5 stars
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    198 reviews

    Advanced · Course · 1 - 3 Months

  • Status: New
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    Status: Free Trial
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    SkillUp

    Community Reinvestment Act (CRA)

    Skills you'll gain: Regulatory Compliance, Compliance Training, Interactive Learning, Compliance Management, Financial Regulation, Compliance Reporting, Bank Regulations, Consumer Lending, Compliance Auditing, Regulatory Requirements, Lending and Underwriting, Performance Testing, Banking Services, Performance Measurement, Banking, Needs Assessment, Community Development, Public Policies, Risk Management

    Beginner · Course · 1 - 4 Weeks

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

  • Scope Management and WBS for Projects: EDUCBA
  • Meeting Investors' Goals: University of Geneva
  • The Materiality of ESG Factors: University of Pennsylvania
  • Computer Communications: University of Colorado System
  • Procurement, Bidding and Contract Analysis: EDUCBA
  • Professional Risk and Program Management: EDUCBA
  • Project Estimation and Cost Management: EDUCBA
  • Project Management Fundamentals: Chris Croft Training
  • Version Control: Meta
  • Identity Crisis: How to Realign Your Career with Your Life: Madecraft

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