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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


  • T

    The University of North Carolina at Chapel Hill

    What’s Your Big Idea?

    Skills you'll gain: Ideation, Innovation, User Feedback, Business Strategy, New Product Development, Creative Thinking, Entrepreneurship, Competitive Analysis, Strategic Thinking, User Research, Resource Management, Entrepreneurial Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    168 reviews

    Mixed · Course · 1 - 3 Months

  • T

    The State University of New York

    Building and Managing Superior Skills

    Skills you'll gain: Smart Goals, Peer Review, Training Programs, Professional Development, Goal Setting, AI literacy, Personal Development, Job Analysis, Quality Assessment, Self-Awareness, Coaching, Recruitment Strategies, Program Standards, Branding, Constructive Feedback, Benchmarking, Portfolio Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    150 reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Cisco Learning and Certifications

    Network Fundamentals

    Skills you'll gain: OSI Models, Network Security, Network Protocols, Network Performance Management, Network Architecture, Network Monitoring, Role-Based Access Control (RBAC), Network Troubleshooting, Network Administration, Computer Networking, TCP/IP, Network Planning And Design, Cybersecurity, Routing Protocols, Firewall, Network Routing, Network Analysis, IT Infrastructure, Cloud Computing, Automation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    22 reviews

    Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    Building Candlestick Charts with Google Sheets

    Skills you'll gain: Technical Analysis, Google Sheets, Spreadsheet Software, Market Data, Cloud Computing, Data Visualization, Trend Analysis

    4.2
    Rating, 4.2 out of 5 stars
    ·
    303 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • U

    University of New Mexico

    Negocios Internacionales II

    Skills you'll gain: Global Marketing, International Finance, International Relations, Intercultural Competence, Business Economics, Organizational Structure, Staff Management, Business Management, Human Resource Management, Market Analysis, Economics, Workforce Management, Cultural Diversity, Business Strategy, Entrepreneurship, Market Dynamics, Business Intelligence, Economic Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    544 reviews

    Mixed · Course · 1 - 3 Months

  • E

    EDUCBA

    Master Advanced Excel Functions to Analyze & Automate Data

    Skills you'll gain: Microsoft Excel, Excel Formulas, Pivot Tables And Charts, Financial Data, Financial Analysis, Cash Flows, Data-Driven Decision-Making, Data Manipulation

    4.9
    Rating, 4.9 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of New Mexico

    Desarrollo de Aplicaciones Web: Conceptos Básicos

    Skills you'll gain: Middleware, Model View Controller, Web Applications, Web Development, Web Design and Development, Development Environment, User Interface (UI), Agile Software Development, Web Design, Data Store, Software Architecture, Application Development, User Interface (UI) Design, Data Modeling, Software Development Tools, Software Development, Git (Version Control System), Ajax, Ruby on Rails, Javascript

    4.3
    Rating, 4.3 out of 5 stars
    ·
    143 reviews

    Mixed · Course · 1 - 3 Months

  • G

    Google

    Manajemen Proyek Google

    Skills you'll gain: Milestones (Project Management), Backlogs, Scope Management, Agile Project Management, Program Standards, Project Scoping, Sprint Retrospectives, Project Documentation, Project Risk Management, Project Planning, Requirements Analysis, Stakeholder Analysis, Agile Methodology, Project Management, Communication Planning, Quality Assessment, Sprint Planning, Project Management Life Cycle, Program Management, Organizational Structure

    5
    Rating, 5 out of 5 stars
    ·
    826 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • T

    Technical University of Munich (TUM)

    Urban Air Mobility

    Skills you'll gain: Traffic Flow Optimization, Transportation Management, Transportation Operations, Sustainable Systems, Demand Planning, Environmental Regulations, Sustainable Design, Environmental Issue, Sustainable Engineering, Regulatory Requirements, Law, Regulation, and Compliance, Sustainable Business, Feasibility Studies, Regulatory Affairs, Emerging Technologies, Regulatory Compliance, Safety Assurance, Concept Of Operations, Customer Demand Planning, Data-Driven Decision-Making

    4.5
    Rating, 4.5 out of 5 stars
    ·
    92 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    Universidad Nacional Autónoma de México

    Gobierno corporativo: normatividad aplicable

    Skills you'll gain: Annual Reports, Governance, Law, Regulation, and Compliance, Financial Industry Regulatory Authorities, Regulatory Requirements, Compliance Management, Financial Regulations, Regulation and Legal Compliance, Regulatory Compliance, Financial Regulation, Accountability, Governance Risk Management and Compliance, Financial Reporting

    4.9
    Rating, 4.9 out of 5 stars
    ·
    57 reviews

    Beginner · Course · 1 - 4 Weeks

  • D

    Dubai College of Tourism

    Introduction to Restaurant Revenue Management

    Skills you'll gain: Revenue Management, Restaurant Operation, Restaurant Management, Demand Planning, Forecasting, Hotel And Restaurant Management, Key Performance Indicators (KPIs), Hospitality Management, Customer Demand Planning, Revenue Forecasting, Hospitality and Food Services, Trend Analysis, Hospitality, Performance Analysis, Financial Forecasting, Team Building, Team Management, Data Analysis, Performance Metric, Performance Measurement

    4.9
    Rating, 4.9 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 4 Weeks

  • A

    Arizona State University

    Inglés Empresarial: Proyecto Final

    Skills you'll gain: English Language, Product Planning, Marketing Budgets, Business Planning, Financial Analysis, New Product Development, Campaign Planning, Budgeting, Marketing Planning, Management Reporting, Business Communication, Business Writing, Presentations, Oral Expression, Project Documentation, Business Management, Project Performance, Internal Communications

    4.5
    Rating, 4.5 out of 5 stars
    ·
    34 reviews

    Mixed · Course · 1 - 3 Months

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

  • What’s Your Big Idea?: The University of North Carolina at Chapel Hill
  • Building and Managing Superior Skills: The State University of New York
  • Network Fundamentals: Cisco Learning and Certifications
  • Building Candlestick Charts with Google Sheets: Coursera
  • Negocios Internacionales II: University of New Mexico
  • Master Advanced Excel Functions to Analyze & Automate Data: EDUCBA
  • Desarrollo de Aplicaciones Web: Conceptos Básicos: University of New Mexico
  • Manajemen Proyek Google: Google
  • Urban Air Mobility: Technical University of Munich (TUM)
  • Gobierno corporativo: normatividad aplicable: Universidad Nacional Autónoma de México

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