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  • Financial Planning

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
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    Liberty Mutual Insurance

    Liberty Mutual Insurance Sales Agent

    Skills you'll gain: Insurance, Insurance Policies, Closing (Sales), Insurance Sales, Overcoming Objections, Sales Prospecting, Productivity, Prospecting and Qualification, Verbal Communication Skills, Workers Compensation, Storytelling, Risk Management, Customer Relationship Building, Customer Retention, Sales Presentation, Communication, Underwriting, Consultative Selling, Commercial Laws, Product Knowledge

    4.5
    Rating, 4.5 out of 5 stars
    ·
    47 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
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    S

    Simplilearn

    Agile and Project Management Mastery for Scrum Leaders

    Skills you'll gain: User Story, Project Management, Risk Management, Kanban Principles, Project Planning, Agile Project Management, Agile Software Development, Cost Management, Project Management Office (PMO), Backlogs, Scaled Agile Framework, Agile Methodology, Scope Management, Team Leadership, Project Estimation, Earned Value Management, Requirements Management, Sprint Planning, Organizational Structure, Sprint Retrospectives

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
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    U

    University of Pennsylvania

    Network Dynamics of Social Behavior

    Skills you'll gain: Social Network Analysis, Network Analysis, Social Sciences, Sociology, Agentic systems, Systems Thinking, Economics, Policy, and Social Studies, Simulations, Culture, Complex Problem Solving, Innovation

    4.6
    Rating, 4.6 out of 5 stars
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    399 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    Universidad Austral

    Gestión estratégica de Escuelas en Contextos Rurales

    Skills you'll gain: Curriculum Planning, Pedagogy, Planning, Social Justice, Education and Training, Initiative and Leadership, Leadership, Collaboration, Teamwork, Program Evaluation, Relationship Building, Community Development, Problem Solving, Innovation

    4.7
    Rating, 4.7 out of 5 stars
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    140 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Howard University

    Business Problem Solving

    Skills you'll gain: Regression Analysis, Correlation Analysis, Spreadsheet Software, Business Analysis, Data-Driven Decision-Making, Business Modeling, Business Analytics, Microsoft Excel, Data Modeling, Statistical Analysis, Analysis, Financial Modeling, Forecasting, Risk Analysis, Data Analysis, Complex Problem Solving, Predictive Modeling, Business Process, Process Optimization, Business Strategy

    4.7
    Rating, 4.7 out of 5 stars
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    33 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    El arte de negociar

    Skills you'll gain: Negotiation, Contract Negotiation, Price Negotiation, Leadership, Communication, Empowerment, Influencing, Assertiveness, Planning, Emotional Intelligence, Adaptability

    4.6
    Rating, 4.6 out of 5 stars
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    522 reviews

    Mixed · Course · 1 - 4 Weeks

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    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
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    10 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
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    Y

    Yonsei University

    Spatial Data Science and Applications

    Skills you'll gain: Spatial Data Analysis, Spatial Analysis, Geographic Information Systems, Geospatial Mapping, Database Management Systems, Big Data, Apache Hadoop, PostgreSQL, Network Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    526 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    IESE Business School

    Análisis de situaciones de negocio

    Skills you'll gain: Case Studies, Financial Analysis, Market Share, People Management, Strategic Decision-Making, Marketing Management, Business Management, Corporate Strategy, Decision Making, Financial Statement Analysis, Business Analysis, Strategic Thinking, Consumer Behaviour, Complex Problem Solving, Brand Management, Leadership and Management

    4.7
    Rating, 4.7 out of 5 stars
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    157 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Strategic Product Development

    Skills you'll gain: New Product Development, Product Strategy, Product Development, Innovation, Product Management, Team Management, Product Planning, Product Lifecycle Management, Project Portfolio Management, Agile Product Development, Product Roadmaps, Process Development, Team Building, Corporate Strategy, Market Opportunities, Software Development Methodologies, Technology Roadmaps, Organizational Strategy, Business Strategy, Portfolio Management

    Build toward a degree

    4.9
    Rating, 4.9 out of 5 stars
    ·
    17 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Coaching Practices

    Skills you'll gain: Employee Coaching, Coaching, Management Training And Development, Accountability, Performance Management, Professional Development, People Development, Employee Performance Management, Performance Improvement, Constructive Feedback, Gap Analysis, Communication Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    530 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Gestión de riesgos y cambios de proyectos

    Skills you'll gain: Change Control, Project Controls, Scope Management, Project Risk Management, Project Performance, Change Management, Project Management, Stakeholder Management, Management Reporting, Risk Analysis, Planning, Project Documentation, Stakeholder Communications, Strategic Communication, Leadership and Management, Business Risk Management, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    86 reviews

    Mixed · Course · 1 - 3 Months

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

  • Liberty Mutual Insurance Sales Agent: Liberty Mutual Insurance
  • Agile and Project Management Mastery for Scrum Leaders: Simplilearn
  • Network Dynamics of Social Behavior: University of Pennsylvania
  • Gestión estratégica de Escuelas en Contextos Rurales: Universidad Austral
  • Business Problem Solving: Howard University
  • El arte de negociar: University of California, Irvine
  • Food and Wine Pairing: The State University of New York
  • Spatial Data Science and Applications: Yonsei University
  • Análisis de situaciones de negocio: IESE Business School
  • Strategic Product Development: University of Colorado Boulder

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