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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
    Free
    C

    Coursera

    Notion for Beginners: Intro to AI Marketing Template Mastery

    Skills you'll gain: Marketing Automation, Marketing Planning, AI Enablement, Marketing Strategies, Marketing, Campaign Management, ChatGPT, Databases, Automation, Project Planning, Artificial Intelligence

    4.7
    Rating, 4.7 out of 5 stars
    ·
    17 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    I

    IBM

    Full Stack Software Developer Assessment

    Skills you'll gain: Cloud Computing, Cloud Infrastructure, Cloud Services, JavaScript Frameworks, Cloud Deployment, DevOps, Full-Stack Web Development, OpenShift, Version Control, CI/CD, Cloud-Native Computing, Web Applications, Microservices, Containerization, Web Development, Serverless Computing, Cloud Applications, Django (Web Framework), HTML and CSS, Data Storage Technologies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    286 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The State University of New York

    Food and Wine Pairing

    Skills you'll gain: Bartending, Cooking, Hospitality, Planning, Meal Planning And Preparation, Verbal Communication Skills, Oral Expression, Strategic Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    The Need for Systems Engineering

    Skills you'll gain: Model Based Systems Engineering, Systems Engineering, Requirements Analysis, Test Engineering, Systems Thinking, Systems Architecture, Test Planning, Systems Analysis, Functional Requirement, Risk Management Framework, System Testing, System Requirements, Verification And Validation

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    85 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Fundamentals of Data Analysis in Excel

    Skills you'll gain: Microsoft Excel, Pivot Tables And Charts, Spreadsheet Software, Dashboard, Data Transformation, Data Analysis, Excel Formulas, Data Visualization Software, Data Presentation, Data Manipulation, Business Intelligence, Data Cleansing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    79 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Project - Monitoring and Control

    Skills you'll gain: Stakeholder Management, Project Risk Management, Environment Health And Safety, Quality Management, Procurement, Communication Strategies, Risk Management, Project Controls, Stakeholder Communications, Subcontracting, Supplier Management, Quality Improvement, Stakeholder Analysis, Earned Value Management, Performance Measurement, Variance Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    24 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    La gestión de los riesgos y la administración de los cambios en el proyecto

    Skills you'll gain: Risk Analysis, Project Risk Management, Risk Management, Change Control, Risk Mitigation, Project Controls, Change Management, Microsoft Project, Project Management, Simulation and Simulation Software, Probability & Statistics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Economics for Capital Markets

    Skills you'll gain: Financial Trading, Financial Market, Market Data, Economics, Capital Markets, Market Dynamics, Financial Policy, Market Trend, Banking, Investment Management, Forecasting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    22 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Stakeholder Relations and Reporting

    Skills you'll gain: Stakeholder Communications, Stakeholder Management, Stakeholder Analysis, Communication Planning, Stakeholder Engagement, Public Relations, Public Affairs, Performance Reporting, Report Writing, Strategic Communication, Marketing Effectiveness, Community Outreach, Performance Metric, Data Storytelling, Presentations, Relationship Building, Data Visualization

    4.7
    Rating, 4.7 out of 5 stars
    ·
    35 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Michigan

    Réussir une négociation : Stratégies et compétences clés

    Skills you'll gain: Negotiation, Contract Negotiation, Conflict Management, Communication, Arbitration, Interpersonal Communications, Mediation, Decision Making, Planning, Cultural Sensitivity

    4.6
    Rating, 4.6 out of 5 stars
    ·
    21 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Google Project Management (DE)

    Skills you'll gain: Project Closure, Quality Management, Continuous Improvement Process, Project Risk Management, Cost Management, Backlogs, Quality Improvement, Project Planning, Risk Management, Milestones (Project Management), Communication Planning, Sprint Retrospectives, Agile Project Management, Scope Management, Stakeholder Management, Project Management Life Cycle, Project Documentation, Project Management, Agile Methodology, Change Management

    4.4
    Rating, 4.4 out of 5 stars
    ·
    76 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Entrepreneurship

    Skills you'll gain: Ideation, Entrepreneurship, Value Propositions, Presentations, Entrepreneurial Finance, Innovation, New Product Development, Product Development, Business Planning, New Business Development, Business Risk Management, Business Modeling, Financial Analysis, Business Communication

    Intermediate · Course · 1 - 3 Months

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

  • Notion for Beginners: Intro to AI Marketing Template Mastery: Coursera
  • Full Stack Software Developer Assessment: IBM
  • Food and Wine Pairing: The State University of New York
  • The Need for Systems Engineering: University of Colorado Boulder
  • Fundamentals of Data Analysis in Excel: Corporate Finance Institute
  • Project - Monitoring and Control: L&T EduTech
  • La gestión de los riesgos y la administración de los cambios en el proyecto: Tecnológico de Monterrey
  • Economics for Capital Markets: Corporate Finance Institute
  • Stakeholder Relations and Reporting: Microsoft
  • Réussir une négociation : Stratégies et compétences clés: University of Michigan

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