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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


  • C

    Coursera

    Measure Research Impact: Eye-Tracking to ROI

    Skills you'll gain: Return On Investment, Heat Maps, Business Research, Market Research, Business Metrics, User Research, Data Storytelling, Research, Data Presentation, Cost Benefit Analysis, Performance Analysis, Data-Driven Decision-Making, Consumer Behaviour, Data Analysis, Statistical Visualization, Financial Analysis, Cost Management

    Beginner · Course · 1 - 4 Weeks

  • J

    John Wiley & Sons

    Project Management For Dummies

    Skills you'll gain: Project Closure, Earned Value Management, Project Planning, Stakeholder Engagement, Agile Project Management, Project Controls, Work Breakdown Structure, Stakeholder Management, Project Risk Management, Project Management, Project Performance, Project Coordination, Project Management Life Cycle, Business Planning, Cost Estimation, Project Scoping, Budget Management, Risk Management, Resource Management, Scheduling

    Beginner · Specialization · 3 - 6 Months

  • A

    Arizona State University

    Inglés Empresarial

    Skills you'll gain: Business Ethics, Oral Expression, Sales Presentations, Meeting Facilitation, Graphic Design, English Language, Business Correspondence, Brainstorming, Ethical Standards And Conduct, Negotiation, Purchasing, Verbal Communication Skills, Product Planning, Telephone Skills, Business Writing, Marketing Budgets, Business Communication, Business Planning, Communication, Marketing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.1K reviews

    Intermediate · Specialization · 3 - 6 Months

  • K

    Kennesaw State University

    Career Discovery

    Skills you'll gain: Professional Networking, LinkedIn, Mentorship, Professional Development, Interviewing Skills, Trustworthiness, Social Media, Rapport Building, Relationship Building, Social Media Strategy, Social Media Content, Planning, Professionalism, Strategic Communication, Communication, Habit Formation, Market Opportunities, Leadership, Lifelong Learning, Goal Setting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • B

    Board Infinity

    Prepare for CFA Level 1: Derivatives and Risk Management

    Skills you'll gain: Derivatives, Futures Exchange, Financial Trading, Financial Market, Risk Management, Risk Modeling, Capital Markets, Credit Risk, Market Dynamics, Securities Trading, Market Opportunities

    Beginner · Course · 1 - 4 Weeks

  • J

    John Wiley & Sons

    Excel Formulas and Data Analysis Essentials

    Skills you'll gain: Excel Formulas, Microsoft Excel, Spreadsheet Software, Data Presentation, Data Visualization, Excel Macros, Financial Modeling, Data Analysis, Financial Analysis, Statistical Methods, Mathematical Software, Data Science, Scheduling, Data Security, Data Integrity, Data Manipulation, Data Management

    Intermediate · Course · 1 - 3 Months

  • U

    University of London

    Corporate Strategy

    Skills you'll gain: Corporate Strategy, Business Strategy, Strategic Thinking, Strategic Decision-Making, Growth Strategies, Portfolio Management, New Business Development, Business Valuation, Organizational Structure, Organizational Effectiveness, Decision Making, Resource Allocation, Analysis, Financial Analysis, Influencing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Y

    Yale University

    The Secrets to College Success

    Skills you'll gain: Literacy, Higher Education, Personal Development, Mentorship, Learning Strategies, Time Management, Student Support and Services, Student Engagement, Self-Awareness, Relationship Building, Planning, Prioritization, Resourcefulness, Professional Development, Goal Setting, Decision Making, Adaptability, Critical Thinking

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Excel Modeling: Organize, Document & Retrieve

    Skills you'll gain: Version Control, Risk Mitigation, Operational Risk, Microsoft Excel, File Management, Financial Modeling, Document Control, Standard Operating Procedure, Document Management, Records Management, Excel Formulas, Information Architecture, Operational Efficiency, Technical Documentation, Auditing, Process Improvement, Spreadsheet Software

    Intermediate · Course · 1 - 4 Weeks

  • U

    Università Bocconi

    Financing and Investing in Infrastructure

    Skills you'll gain: Project Finance, Risk Analysis, Capital Budgeting, Financial Analysis, Investment Banking, Operating Budget, Credit Risk, Risk Management, Investments, Risk Management Framework, Loan Documentation, Finance, Banking, Cash Flows

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.1K reviews

    Mixed · Course · 1 - 3 Months

  • U

    University of California, Irvine

    Introduction to Research for Essay Writing

    Skills you'll gain: Organizational Skills, Research, Writing, Report Writing, Research Methodologies, Critical Thinking, Writing and Editing, Planning, Grammar, Persuasive Communication, Style Guides, Reliability

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.2K reviews

    Mixed · Course · 1 - 3 Months

  • 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, Human Learning, Willingness To Learn, Interactive Learning, Learning Theory, Mental Concentration, Problem Solving, Overcoming Obstacles, Growth Mindedness, Persistence, Cognitive flexibility, Stress Management, Habit Formation, 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

  • Measure Research Impact: Eye-Tracking to ROI: Coursera
  • Project Management For Dummies: John Wiley & Sons
  • Inglés Empresarial: Arizona State University
  • Career Discovery: Kennesaw State University
  • Prepare for CFA Level 1: Derivatives and Risk Management: Board Infinity
  • Excel Formulas and Data Analysis Essentials: John Wiley & Sons
  • Corporate Strategy : University of London
  • The Secrets to College Success: Yale University
  • Excel Modeling: Organize, Document & Retrieve: Coursera
  • Financing and Investing in Infrastructure: Università Bocconi

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