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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
    D

    Duke University

    Business Metrics for Data-Driven Companies

    Skills you'll gain: Business Analytics, Business Metrics, Analytics, Business Process Improvement, Business Intelligence, Business Process, Tableau Software, Business Analysis, Data Analysis, Key Performance Indicators (KPIs), Web Analytics, Data-Driven Decision-Making, Digital Transformation, E-Commerce, Financial Services, SQL, Decision Making

    4.6
    Rating, 4.6 out of 5 stars
    ·
    8.5K reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
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    E

    EDUCBA

    Master Accounting: Analyze, Manage & Optimize Finances

    Skills you'll gain: Payroll Processing, Accounting Software, Financial Reporting, Payroll, Business Reporting, Accounting, General Accounting, Ledgers (Accounting), Tax Management, Workflow Management, Vendor Management, Accounts Payable, Small Business Accounting, Accounts Receivable, Reconciliation, Inventory and Warehousing, Tax Compliance, Inventory Management System, System Configuration, Billing & Invoicing

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
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    Free Trial
    E

    EDUCBA

    Analyze Markets Using Technical Analysis & Chart Patterns

    Skills you'll gain: Market Data, Data Validation, Consolidation, Risk Management

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
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    Logical Operations

    Project Management: Applying Predictive and Adaptive Methods

    Skills you'll gain: Cost Management, Project Risk Management, Project Schedules, Project Closure, Project Performance, Cost Estimation, Project Management, Project Scoping, Project Planning, Scope Management, Team Leadership, Sprint Planning, Agile Project Management, Vendor Management, Change Control, Communication Planning, Sprint Retrospectives, Leadership, Conflict Management, Leadership Development

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    C

    Coursera

    Jira: Map, Analyze and Release

    Skills you'll gain: Sprint Retrospectives, User Story, Jira (Software), Performance Metric, Sprint Planning, Release Management, Product Roadmaps, Performance Analysis, Root Cause Analysis, Project Planning, Agile Methodology, Agile Project Management, Team Performance Management, Backlogs, Continuous Improvement Process, Operational Analysis, Collaborative Software, Data-Driven Decision-Making, Prioritization, Descriptive Analytics

    Beginner · Course · 1 - 4 Weeks

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    U

    Universitat Politècnica de València

    Introducción a la inversión bursátil

    Skills you'll gain: Technical Analysis, Financial Market, Equities, Financial Trading, Investments, Portfolio Management, Market Trend, Financial Analysis, Securities Trading, Portfolio Risk, Trend Analysis, Analysis, Risk Management

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The University of Melbourne

    Essentials of Corporate Finance

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Statements, Corporate Finance, Financial Management, Portfolio Risk, Accounting, Financial Systems, Financial Modeling, Investments, Capital Markets, Market Liquidity, Balance Sheet, Derivatives, Financial Market, Income Statement, Financial Data, Financial Reporting, Business Valuation, International Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Introduction to Operations Management

    Skills you'll gain: Operations Management, Operational Efficiency, Process Analysis, Process Management, Process Improvement, Lean Methodologies, Workflow Management, Continuous Improvement Process, Capacity Planning, Quality Management, Supply Chain Management, Inventory Management System, Statistical Process Controls, Process Flow Diagrams, Root Cause Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    2.9K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    HRCI

    Talent Acquisition

    Skills you'll gain: Talent Acquisition, Recruitment, Full Cycle Recruitment, Job Analysis, Recruitment Strategies, Employee Onboarding, Negotiation, Employee Retention, Talent Sourcing, Workforce Planning, Human Resources, Interviewing Skills, Labor Law, Diversity and Inclusion

    4.8
    Rating, 4.8 out of 5 stars
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    2K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    E

    EDUCBA

    Analyze Investment Banking Operations: Fixed Income & FX

    Skills you'll gain: Financial Market, Risk Mitigation, Cash Management, Capital Markets, Financial Analysis, Financial Systems, Market Liquidity, Financial Trading, Analysis, Risk Management, Risk Management Framework, Risk Modeling, Market Data, Lending and Underwriting, Market Trend, International Finance, Investment Banking, Investment Management, Fixed Asset, Return On Investment

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
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    L

    Logical Operations

    Project Management: Predictive/Adaptive Method Fundamentals

    Skills you'll gain: Project Closure, Project Scoping, Project Risk Management, Project Schedules, Cost Management, Sprint Planning, Agile Project Management, Project Planning, Project Management, Scope Management, Change Control, Project Performance, Microsoft Excel, Communication Planning, Team Leadership, Leadership, User Story, Microsoft Word, Microsoft Office, Leadership Development

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    D

    Deep Teaching Solutions

    Aprendendo a aprender: ferramentas mentais poderosas para ajudá-lo a dominar assuntos difíceis (em Português) [Learning How to Learn]

    Skills you'll gain: Productivity, Lifelong Learning, Learning Strategies, Time Management, Willingness To Learn, Mental Concentration, Problem Solving, Overcoming Obstacles, Creative Thinking, Persistence, Cognitive flexibility, Stress Management, Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    4.2K reviews

    Beginner · Course · 1 - 3 Months

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

  • Business Metrics for Data-Driven Companies: Duke University
  • Master Accounting: Analyze, Manage & Optimize Finances: EDUCBA
  • Analyze Markets Using Technical Analysis & Chart Patterns: EDUCBA
  • Project Management: Applying Predictive and Adaptive Methods: Logical Operations
  • Jira: Map, Analyze and Release: Coursera
  • Introducción a la inversión bursátil: Universitat Politècnica de València
  • Essentials of Corporate Finance: The University of Melbourne
  • Introduction to Operations Management: University of Pennsylvania
  • Talent Acquisition: HRCI
  • Analyze Investment Banking Operations: Fixed Income & FX: EDUCBA

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