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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


  • K

    Kennesaw State University

    Road to the CISO – Culminating Project Course

    Skills you'll gain: Cyber Governance, Cyber Security Policies, Contingency Planning, Risk Management Framework, Risk Management, Cyber Security Strategy, Security Management, Enterprise Risk Management (ERM), Business Risk Management, Security Strategy, IT Management, Cybersecurity, Governance, Cyber Risk, Information Technology, Cyber Operations, Staff Management, Organizational Leadership, Corporate Strategy, Proposal Development

    ★ 4.8 (37) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • I

    Illinois Tech

    Marketing Strategy

    Skills you'll gain: Global Marketing, Brand Management, Marketing, Brand Strategy, Strategic Marketing, Marketing Management, Brand Marketing, Branding, Customer Relationship Management, Marketing Planning, Marketing Strategy and Techniques, Marketing Strategies, Digital Media Strategy, Customer Relationship Building, Customer Retention, Online Advertising, Digital Advertising, Digital Marketing, Marketing Communications, Marketing Channel

    ★ 4.7 (146) · Beginner · Course · 1 - 3 Months

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

    University of California, Irvine

    Инициирование и планирование проектов

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, Work Breakdown Structure, Conflict Management, Project Planning, Project Scoping, Organizational Structure, Project Management, Planning, Project Management Life Cycle, Project Documentation, Stakeholder Communications, Stakeholder Analysis, Leadership and Management, Influencing

    ★ 4.9 (70) · Mixed · Course · 1 - 3 Months

    Category: Preview
    Preview
  • S

    Stanford University

    Essentials of Palliative Care

    Skills you'll gain: Patient Communication, Patient-centered Care, Psychosocial Assessments, Caregiving, Patient Education and Support, Cultural Responsiveness, Direct Patient Care, Intercultural Competence, Communication, Empathy, Stress Management, Family Support, Needs Assessment

    ★ 4.8 (102) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • T

    Tufts University

    Building a Healthy Plate

    Skills you'll gain: Nutrition and Diet, Nutrition Education, Meal Planning And Preparation, Food and Beverage, Health Education

    ★ 4.8 (217) · Beginner · Course · 1 - 4 Weeks

    Category: Free
    Free
  • K

    Knowledge Accelerators

    Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills

    Skills you'll gain: Data Presentation, Data Entry, Data Processing, Data Science, Organizational Skills, Business Analytics, Data Management, Business Intelligence, Microsoft 365, Productivity Software, Record Keeping, Customer Data Management, Productivity, Financial Analysis, Marketing Planning, Project Management, Event Planning

    ★ 4.3 (11) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • P

    Pearson

    Certified Associate in Project Management (CAPM)® Exam

    Skills you'll gain: Requirements Elicitation, Cost Estimation, Agile Project Management, Business Analysis, Stakeholder Management, Agile Software Development, Project Management, Project Risk Management, Project Estimation, Project Scoping, Quality Management, Work Breakdown Structure, Project Management Life Cycle, Cost Management, Project Planning, Project Management Institute (PMI) Methodology, Risk Management, Business Analysis Tools, Personalized Service, Learning Styles

    ★ 4.6 (66) · Beginner · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • F

    Fundação Instituto de Administração

    Mercado de Capitais

    Skills you'll gain: Portfolio Risk, Portfolio Management, Risk Modeling, Financial Regulations, Investment Management, Capital Markets, Financial Systems, Financial Market, Credit Risk, Risk Management, Derivatives, Investments, Financial Industry Regulatory Authorities, Finance, Financial Regulation, Securities (Finance), Market Liquidity, Business Management, Tax, Financial Services

    ★ 4.9 (33) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Stock Trading: Systems, Strategy & Risk Control

    Skills you'll gain: Technical Analysis, Financial Trading, Investment Management, Securities Trading, Market Trend, Financial Market, Market Data, Investments, Capital Markets, Financial Regulations, Equities, Risk Control, Order Entry, Financial Systems, Risk Management, Order Management, Trend Analysis, Financial Regulation, Market Dynamics, Business

    ★ 4.8 (13) · Mixed · Course · 1 - 3 Months

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

    University of Washington

    Business English: Capstone Project

    Skills you'll gain: Oral Expression, Verbal Communication Skills, Persuasive Communication, Presentations, Business Writing, Peer Review, Business Communication, Communication, Public Speaking, Business Planning, Marketing, English Language, Marketing Strategy and Techniques, Vocabulary, Company, Product, and Service Knowledge

    ★ 4.7 (199) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    University of Pennsylvania

    Introducción a las Finanzas Corporativas

    Skills you'll gain: Capital Budgeting, Financial Modeling, Financial Analysis, Return On Investment, Financial Planning, Corporate Finance, Financial Forecasting, Cash Flows, Cash Flow Forecasting, Business Valuation, Decision Making, Loans, Timelines

    ★ 4.6 (84) · Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • U

    University of Maryland, College Park

    PMP Exam Prep: Ways of Working for Technical Projects

    Skills you'll gain: Stakeholder Engagement, Project Management Institute (PMI) Methodology, Plan Execution, Risk Management, Technical Management, Quality Control

    ★ 4.9 (70) · Beginner · Course · 1 - 3 Months

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

  • Road to the CISO – Culminating Project Course: Kennesaw State University
  • Marketing Strategy: Illinois Tech
  • Инициирование и планирование проектов: University of California, Irvine
  • Essentials of Palliative Care: Stanford University
  • Building a Healthy Plate: Tufts University
  • Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills: Knowledge Accelerators
  • Certified Associate in Project Management (CAPM)® Exam: Pearson
  • Mercado de Capitais: Fundação Instituto de Administração
  • Stock Trading: Systems, Strategy & Risk Control: EDUCBA
  • Business English: Capstone Project: University of Washington

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