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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


  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    IELTS Writing Section Skills Mastery

    Skills you'll gain: Time Management, Literacy, Grammar, Concision, Analytical Skills, Planning, English Language, Vocabulary

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Decisiones Financieras

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Portfolio Management, Financial Accounting, Income Statement, Investments, Financial Analysis, Balance Sheet, Business Valuation, Financial Market, Risk Management, Cash Management, Financial Trading, Working Capital, Accrual Accounting, Capital Markets, Asset Management, Cash Flows, Capital Budgeting, Securities (Finance)

    4.8
    Rating, 4.8 out of 5 stars
    ·
    268 reviews

    Intermediate · Specialization · 3 - 6 Months

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

    University of Illinois Urbana-Champaign

    Healthcare Business Strategy and New Venture Design

    Skills you'll gain: Business Modeling, Market Analysis, Competitive Analysis, Regulatory Compliance, Innovation, Market Opportunities, Healthcare Industry Knowledge, Entrepreneurship, Business Strategies, New Business Development, Product Development, Business Planning, Team Leadership, Stakeholder Analysis, Team Building, Health Care Administration, Business Valuation, Fundraising

    Build toward a degree

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    Software Engineering: Modeling Software Systems using UML

    Skills you'll gain: Requirements Analysis, Unified Modeling Language, Object Oriented Design, Functional Requirement, Data Modeling, Object Oriented Programming (OOP), Systems Development Life Cycle, System Requirements, Diagram Design, Software Development, Software Engineering, Software Systems, Model Evaluation, Project Planning, Project Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    356 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Term-Structure and Credit Derivatives

    Skills you'll gain: Derivatives, Mortgage Loans, Securities (Finance), Credit Risk, Financial Modeling, Risk Modeling, Financial Market, Mathematical Modeling, Securities Trading, Applied Mathematics, Investment Banking, Microsoft Excel, Risk Analysis, Cash Flows, Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    63 reviews

    Intermediate · Course · 1 - 3 Months

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

    Cisco Learning and Certifications

    Network Fundamentals

    Skills you'll gain: OSI Models, Network Security, Network Protocols, Network Performance Management, Network Architecture, Network Monitoring, Role-Based Access Control (RBAC), Network Troubleshooting, Network Administration, Computer Networking, TCP/IP, Network Planning And Design, Cybersecurity, Routing Protocols, Firewall, Network Routing, Network Analysis, IT Infrastructure, Cloud Computing, Automation

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnQuest

    Growth Strategies and Career Readiness in Tech Sales

    Skills you'll gain: Selling Techniques, Upselling, Technical Sales, Sales, Cross Selling, LinkedIn, Business Ethics, Sales Strategy, digital literacy, Professional Networking, Automation, Goal Setting, Compliance Management, Customer Retention

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Integrated Marketing Communications: Advertising, Public Relations, Digital Marketing and more

    Skills you'll gain: Marketing Communications, Integrated Marketing Communications, Advertising, Marketing, Marketing Budgets, Brand Marketing, Communication Planning, Marketing Planning, Brand Strategy, Brand Management, Brand Loyalty, Branding, Marketing Management, Campaign Management, Marketing Strategy and Techniques, Media Planning, Brand Awareness, Promotional Strategies, Consumer Behaviour, Communication

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.5K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Virginia

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

    Skills you'll gain: Growth Strategies, Business Planning, Business Strategy, Business Development, Strategic Thinking, Business Priorities, Entrepreneurship, Business Process, Planning, Value Propositions, Market Opportunities, Innovation, Business Intelligence, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    660 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    The Marketing Plan

    Skills you'll gain: Marketing Planning, Business Planning, Marketing Strategies, Product Marketing, Go To Market Strategy, Marketing Strategy and Techniques, Case Studies, Planning, Target Market, Marketing Budgets, Marketing Analytics, Brand Strategy, Market Analysis, Competitive Analysis, Profit and Loss (P&L) Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    489 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnKartS

    Predictive Project Methodologies

    Skills you'll gain: Project Closure, Project Controls, Procurement, Scope Management, Earned Value Management, Project Management, Project Schedules, Cost Management, Project Management Life Cycle, Project Management Institute (PMI) Methodology, Project Planning, Stakeholder Communications, Stakeholder Management, Project Performance, Scheduling, Cost Estimation, Communication, Quality Management

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Introduction to Generative AI in Finance

    Skills you'll gain: Generative AI, Fraud detection, AI Personalization, Predictive Analytics, Financial Services, Personalized Service, Financial Trading, Financial Reporting, FinTech, Forecasting, Compliance Management, Artificial Intelligence, Risk Analysis, Emerging Technologies, Automation

    3.6
    Rating, 3.6 out of 5 stars
    ·
    65 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • IELTS Writing Section Skills Mastery: University of California, Irvine
  • Decisiones Financieras: Pontificia Universidad Católica de Chile
  • Healthcare Business Strategy and New Venture Design: University of Illinois Urbana-Champaign
  • Software Engineering: Modeling Software Systems using UML: The Hong Kong University of Science and Technology
  • Term-Structure and Credit Derivatives : Columbia University
  • Network Fundamentals: Cisco Learning and Certifications
  • Growth Strategies and Career Readiness in Tech Sales: LearnQuest
  • Integrated Marketing Communications: Advertising, Public Relations, Digital Marketing and more: IE Business School
  • Grow to Greatness: Smart Growth for Private Businesses, Part I: University of Virginia
  • The Marketing Plan: IE Business School

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