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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    R

    Rice University

    Capstone: Build a Winning Investment Portfolio

    Skills you'll gain: Portfolio Management, Asset Management, Investments, Financial Management, Financial Market, Simulation and Simulation Software, Performance Analysis, Market Trend, Risk Analysis, Financial Forecasting, Case Studies, Decision Making, Peer Review, Forecasting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    68 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    JavaScript Programming Essentials

    Skills you'll gain: Ajax, Javascript, Data Structures, Debugging, JSON, Web Development, Cascading Style Sheets (CSS), Computer Programming, Front-End Web Development, Event-Driven Programming, Software Development, Object Oriented Programming (OOP), Git (Version Control System), Hypertext Markup Language (HTML), Application Programming Interface (API)

    4.6
    Rating, 4.6 out of 5 stars
    ·
    165 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Practice Exam for AIPMM Certified Product Manager (CPM)

    Skills you'll gain: Test Planning, Registration, Product Management, Product Lifecycle Management, Product Development, Market Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    55 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Implementing a Risk Management Framework

    Skills you'll gain: Risk Analysis, Risk Management, Threat Management, Threat Modeling, Cyber Risk, Security Management, Governance, Cybersecurity, Cyber Security Strategy, Asset Management, Cyber Security Assessment, Project Documentation, Presentations

    4
    Rating, 4 out of 5 stars
    ·
    10 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentos de las Ventas y el Marketing con Goldman Sachs 10,000 Women

    Skills you'll gain: Marketing Effectiveness, Marketing, Sales Process, Marketing Strategies, Sales Strategy, Marketing Planning, Value Propositions, Sales, Brand Strategy, Marketing Communications, Digital Marketing, Marketing Analytics, Brand Management, Business Metrics, Performance Metric, Goal Setting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    206 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidad de Palermo

    Finanzas y Operaciones de Marketing y Ventas

    Skills you'll gain: Sales Management, Marketing Effectiveness, Marketing Budgets, Marketing Analytics, Business Metrics, Business Operations, Marketing, Business Marketing, Sales, B2B Sales, Sales Strategy, Business, Performance Measurement, Digital Marketing, Return On Investment, Customer Relationship Building, Business Management, Financial Forecasting, Promotional Strategies, Cross-Functional Collaboration

    4.8
    Rating, 4.8 out of 5 stars
    ·
    21 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Industrial Power Systems Analysis and Stability

    Skills you'll gain: Electrical Systems, Electric Power Systems, Electrical Power, Control Systems, Electrical Equipment, Three-Phase, High Voltage, Wiring Diagram, Systems Analysis, Simulation and Simulation Software, Electrical Engineering, Network Analysis, Engineering Analysis, Numerical Analysis, Low Voltage, Mathematical Modeling, Simulations, Power Electronics, Graph Theory, Differential Equations

    4.5
    Rating, 4.5 out of 5 stars
    ·
    41 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Sourcing Excellence

    Skills you'll gain: Supply Chain Management, Strategic Sourcing, Forecasting, Supply Chain Planning, Materials Management, Procurement, Supplier Management, Inventory Management System, Process Improvement, Supplier Quality Management, Payment Processing, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
    ·
    27 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universitat de Barcelona

    Alimentación y dietética para una vuelta al mundo a vela

    Skills you'll gain: Meal Planning And Preparation, Nutrition and Diet, Nutritional Assessment, Food and Beverage, Nutrition Education, Sports Medicine, Athletic Training, Food Quality Assurance And Control, Physiology

    4.7
    Rating, 4.7 out of 5 stars
    ·
    191 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Data & Accountability

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Market Data, Financial Data, Investments, Data Collection, Due Diligence, Big Data, Analytics, Investment Management, Financial Market, Business Ethics, Real Time Data, Sustainable Business, Artificial Intelligence, Machine Learning, Natural Language Processing

    4.4
    Rating, 4.4 out of 5 stars
    ·
    36 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Effective Leadership: Master Management Styles

    Skills you'll gain: Team Performance Management, Management Training And Development, Team Management, Team Leadership, Leadership and Management, Organizational Leadership, Business Leadership, Leadership, Leadership Development, Adaptability, People Management, Performance Management, Professional Development, Cognitive flexibility, Delegation Skills, Employee Engagement, Change Management, Self-Awareness, Emotional Intelligence, Coaching

    4.7
    Rating, 4.7 out of 5 stars
    ·
    123 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    LearnQuest

    Angular 17 Overview & Basics

    Skills you'll gain: Angular, Web Components, Cascading Style Sheets (CSS), JavaScript Frameworks, Application Frameworks, UI Components, Front-End Web Development, TypeScript, Web Applications, Hypertext Markup Language (HTML), Web Development, Development Environment

    4.3
    Rating, 4.3 out of 5 stars
    ·
    46 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Capstone: Build a Winning Investment Portfolio: Rice University
  • JavaScript Programming Essentials: IBM
  • Practice Exam for AIPMM Certified Product Manager (CPM): SkillUp
  • Implementing a Risk Management Framework : Kennesaw State University
  • Fundamentos de las Ventas y el Marketing con Goldman Sachs 10,000 Women: Goldman Sachs
  • Finanzas y Operaciones de Marketing y Ventas: Universidad de Palermo
  • Industrial Power Systems Analysis and Stability: L&T EduTech
  • Sourcing Excellence: Rutgers the State University of New Jersey
  • Alimentación y dietética para una vuelta al mundo a vela: Universitat de Barcelona
  • ESG Data & Accountability: Interactive Brokers

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