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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


  • U

    Universidad Nacional Autónoma de México

    Habilidades Gerenciales

    Skills you'll gain: Delegation Skills, Supervision, Leadership and Management, Creative Problem-Solving, Critical Thinking and Problem Solving, Organizational Strategy, Organizational Skills, Creative Thinking, Problem Solving, Leadership Development, Cognitive flexibility, Strategic Planning, Brainstorming, Team Leadership, Leadership, Empathy & Emotional Intelligence, Management Training And Development, Time Management, Business Planning, Coaching

    ★ 4.8 (6.8K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • H

    Harvard Business Review

    Strengthen Your Business Savvy

    Skills you'll gain: Budget Management, Financial Statements, Business Planning, Generative AI, Strategic Thinking, Business Acumen, Financial Statement Analysis, Critical Thinking, Plan Execution, Financial Acumen, Prompt Engineering, Strategic Decision-Making, Financial Management, Budgeting, Business Leadership, Responsible AI, Strategic Leadership, Data-Driven Decision-Making, Business Modeling, Digital Transformation

    ★ 4.7 (49) · Intermediate · Specialization · 1 - 3 Months

    Category: Hot New Release
    Hot New Release
  • S

    Sage Publications

    Project Management

    Skills you'll gain: Stakeholder Management, Teamwork, Stakeholder Engagement, Project Closure, Project Management, Conflict Management, Project Design, Stakeholder Communications, Collaboration, Leadership and Management, Cooperation, Team Management, Project Management Life Cycle, Resource Management, Resource Allocation, Leadership Studies, Team Leadership, Project Planning, Risk Management, Change Management

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
  • P

    Packt

    ISO 27001 Information Security Compliance Management

    Skills you'll gain: Computer Security Incident Management, ISO/IEC 27001, Incident Response, Audit Planning, Incident Management, Security Management, Compliance Auditing, Continuous Monitoring, Threat Management, Auditing, Security Controls, Audit Working Papers, Risk Management Framework, Cybersecurity, Information Assurance, Auditors Report, Risk Management, Cyber Security Strategy, Compliance Management, Internal Auditing

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
  • J

    Johns Hopkins University

    Neuroscience and Neuroimaging

    Skills you'll gain: Magnetic Resonance Imaging, Neurology, Medical Imaging, Anatomy, Image Analysis, Data Analysis, Correlation Analysis, Data Manipulation, R (Software), Radiology, Experimentation, Research Design, Statistical Analysis, Image Quality, Psychology, Advanced Analytics, Network Analysis, R Programming, Statistical Methods, Statistics

    ★ 4.7 (3.3K) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Establish Clear Value Propositions

    Skills you'll gain: Copywriting, Content Marketing, User Feedback, Marketing Materials, Target Audience, Product Knowledge, Persona Development, Campaign Planning, Marketing Collateral, Concision, Communication Planning, Sales Presentation, Writing and Editing, Customer Insights, Editing, Usability Testing, Customer Analysis, Content Optimization, Communication Strategies, Sales

    Beginner · Course · 1 - 4 Weeks

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

    University of Colorado Boulder

    Finance for Technical Managers

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Capital Budgeting, Cost Estimation, Environmental Social And Corporate Governance (ESG), Financial Analysis, Portfolio Risk, Sustainability Reporting, Risk Mitigation, Risk Analysis, Project Risk Management, Risk Management, Budgeting, Cost Management, Income Statement, Risk Modeling, Financial Modeling, Estimation, Portfolio Management, Project Finance

    ★ 4.8 (389) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • C

    Coursera

    Marketing Project & Campaign Management

    Skills you'll gain: Go To Market Strategy, Performance Analysis, Digital Advertising, Milestones (Project Management), Persuasive Communication, Storytelling, Digital Marketing Campaigns, Project Management, Product Marketing, Project Performance, Team Leadership, Presentations, Project Management Software, Campaign Planning, Data Visualization, Data Sharing, Marketing Analytics, Advertising, Agile Methodology, Cross-Functional Collaboration

    ★ 3.2 (6) · Intermediate · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • D

    Duke University

    Mastering Data Analysis in Excel

    Skills you'll gain: Predictive Modeling, Predictive Analytics, Microsoft Excel, Excel Formulas, Classification Algorithms, Data-Driven Decision-Making, Business Analytics, Financial Forecasting, Data Analysis, Model Evaluation, Business Risk Management, Data Literacy

    ★ 4.2 (4K) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • I

    Illinois Tech

    Business Management Essentials

    Skills you'll gain: Process Improvement, Process Management, Process Improvement and Optimization, Global Marketing, Business Process, Financial Statement Analysis, Organizational Leadership, Financial Statements, Brand Management, Leadership and Management, Financial Analysis, Marketing, Brand Strategy, People Management, Intercultural Competence, Financial Acumen, Leadership, Business Strategy, Financial Management, Data Analysis

    ★ 4.7 (398) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • E

    ESSEC Business School

    Hotel Management: Distribution, Revenue and Demand Management

    Skills you'll gain: Revenue Management, Hospitality Management, Competitive Analysis, Digital Marketing, Data-Driven Decision-Making, Stakeholder Communications, Forecasting, Budgeting, Demand Generation, Asset Management, Hospitality, Marketing, Revenue Forecasting, Demand Planning, Financial Forecasting, Hotels and Accommodations, Target Market, Customer Demand Planning, Hotel Operations, Marketing Channel

    ★ 4.6 (2.3K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • S

    Sage Publications

    The SAGE Handbook of Human Resource Management

    Skills you'll gain: Human Resources, Human Resources Management and Planning, Human Resource Management, Human Resource Strategy, Employee Relations, Human Capital, Labor Relations, Workforce Development, Human Resources Information System (HRIS), HR Tech, Human Resource Policies, People Analytics, Human Resources Software, Recruitment Strategies, Performance Appraisal, Talent Recruitment, Talent Management, Organizational Strategy, Employee Engagement, Strategic Leadership

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
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In summary, here are 10 of our most popular financial planning courses

  • Habilidades Gerenciales: Universidad Nacional Autónoma de México
  • Strengthen Your Business Savvy: Harvard Business Review
  • Project Management: Sage Publications
  • ISO 27001 Information Security Compliance Management: Packt
  • Neuroscience and Neuroimaging: Johns Hopkins University
  • Establish Clear Value Propositions: Coursera
  • Finance for Technical Managers: University of Colorado Boulder
  • Marketing Project & Campaign Management: Coursera
  • Mastering Data Analysis in Excel: Duke University
  • Business Management Essentials: Illinois Tech

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