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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


  • C

    Coursera

    Crear un Informe Financiero con Microsoft Excel

    Skills you'll gain: Balance Sheet, Financial Statements, Profit and Loss (P&L) Management, Income Statement, Financial Statement Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Excel Formulas, Business Reporting, Ledgers (Accounting), Spreadsheet Software

    ★ 4.7 (104) · Intermediate · Guided Project · Less Than 2 Hours

  • U

    University of Colorado Boulder

    Active Learning in STEM with PhET Interactive Simulations

    Skills you'll gain: Instructional Strategies, Teaching, Education Software and Technology, Design Reviews, Mathematics Education, Pedagogy, Simulations, Digital pedagogy, Simulation and Simulation Software, Prompt Patterns, Curriculum Planning, Interactive Design, Web Content Accessibility Guidelines, User Feedback, Experimentation, Research, Peer Review, Design Strategies, Physics, Chemistry

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

  • L

    LearnKartS

    Project Management and Risk Fundamentals

    Skills you'll gain: Agile Project Management, Project Risk Management, Agile Methodology, Risk Management Framework, Risk Appetite, Risk Mitigation, Agile Product Development, Risk Analysis, Project Management, Project Management Life Cycle, Risk Control, Project Management Institute (PMI) Methodology, Project Implementation, Stakeholder Engagement, Project Planning, Contingency Planning, Portfolio Management

    ★ 4.8 (66) · Intermediate · Course · 1 - 4 Weeks

  • U

    Universidad Austral

    Educación Básica en Contextos Rurales

    Skills you'll gain: Educational Materials, Diversity Awareness, Instructional and Curriculum Design, Community Organizing, Student Engagement, Parent Communication, Trustworthiness, Initiative and Leadership, Leadership, Team Collaboration, Family Support, Collaboration, Teamwork, Relationship Building, Problem Solving, Prioritization, Critical Thinking and Problem Solving, Cultural Sensitivity, Socioeconomics, Communication

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

  • M

    Microsoft

    Content Development and Management

    Skills you'll gain: Editing, Content Development and Management, Proofreading, Public Relations, Content Creation, Writing and Editing, Content Management, Content Management Systems, Content Strategy, Content Scheduling, Writing

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

  • I

    IESE Business School

    Strategy and Sustainability

    Skills you'll gain: Sustainable Business, Corporate Sustainability, Environmental Social And Corporate Governance (ESG), Sustainable Development, Corporate Strategy, Business Strategy, Organizational Strategy, Environmental Issue, Strategic Thinking, Environmental Regulations, Compliance Management, Stakeholder Engagement, Consumer Behaviour, Advocacy

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

  • U

    University of California, Irvine

    Identifying, Attracting, and Growing Your Digital Audience

    Skills you'll gain: Persona Development, Marketing Strategies, Digital Brand Strategy, Digital Media Strategy, Target Audience, Social Media Strategy, Social Media Marketing, Customer Analysis, Digital Marketing, Marketing Planning, Customer Acquisition Management, Customer experience improvement, Customer Engagement, Customer Retention, Social Media, Marketing, Target Market, Brand Management, E-Commerce, Experience Design

    ★ 4.7 (303) · Beginner · Course · 1 - 4 Weeks

  • I

    IE Business School

    El plan de marketing

    Skills you'll gain: Marketing Planning, Marketing Strategies, Strategic Marketing, Marketing Strategy and Techniques, Marketing Effectiveness, Business Planning, Product Planning, Marketing, Marketing Management, Customer Retention, Branding, Communication Planning, Marketing Communications, Brand Strategy, Business Strategies, Customer Acquisition Management, Marketing Budgets, Market Analysis, Customer Analysis, Competitive Analysis

    ★ 4.7 (162) · Beginner · Course · 1 - 4 Weeks

  • R

    Rice University

    Capstone: Build a Winning Investment Portfolio

    Skills you'll gain: Portfolio Management, Investment Management, Portfolio Risk, Asset Management, Investments, Finance, Financial Market, Simulation and Simulation Software, Performance Measurement, Performance Analysis, Market Trend, Trend Analysis, Risk Analysis, Financial Forecasting, Case Studies, Peer Review, Forecasting

    ★ 4.5 (71) · Mixed · Course · 1 - 3 Months

  • M

    Microsoft

    Microsoft Azure Security Tools Specialization

    Skills you'll gain: Penetration Testing, Record Keeping, Vulnerability Scanning, Security Testing, Data Management, Cloud Management, Threat Management, Cyber Security Assessment, Records Management, Cloud Computing Architecture, Authentications, Firewall, Cyber Attacks, Cybersecurity, Cyber Threat Intelligence, Authorization (Computing), Generative Adversarial Networks (GANs), Active Directory, Data Ethics, AI Security

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

  • U

    University of Michigan

    Sampling People, Networks and Records

    Skills you'll gain: Sampling (Statistics), Sample Size Determination, Data Collection, Surveys, Survey Creation, Quantitative Research, Statistical Methods, Statistical Analysis, Statistical Software, Probability & Statistics, Probability, Statistical Inference, Network Analysis, Research Design

    ★ 4.3 (110) · Beginner · Course · 1 - 3 Months

  • P

    Packt

    CISA: Certified Information Systems Auditor

    Skills you'll gain: Audit Planning, Service Level Agreement, Data Governance, Systems Development Life Cycle, Data Loss Prevention, Security Testing, Network Security, Software Development Life Cycle, IT Management, Systems Development, Incident Management, IT General Controls (ITGC), Problem Management, Control Objectives for Information and Related Technology (COBIT), Cryptography, Cloud Management, Generally Accepted Auditing Standards, Software Development Methodologies, Auditing, Internal Controls

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

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

  • Crear un Informe Financiero con Microsoft Excel: Coursera
  • Active Learning in STEM with PhET Interactive Simulations: University of Colorado Boulder
  • Project Management and Risk Fundamentals: LearnKartS
  • Educación Básica en Contextos Rurales: Universidad Austral
  • Content Development and Management: Microsoft
  • Strategy and Sustainability: IESE Business School
  • Identifying, Attracting, and Growing Your Digital Audience: University of California, Irvine
  • El plan de marketing: IE Business School
  • Capstone: Build a Winning Investment Portfolio: Rice University
  • Microsoft Azure Security Tools Specialization: Microsoft

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