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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


  • U

    University of Illinois Urbana-Champaign

    Sustainable Innovation for Subsistence Marketplaces

    Skills you'll gain: Environmental Issue, Solution Design, Sustainable Development, Design Thinking, Business Planning, Human Centered Design, Sustainable Business, Innovation, Entrepreneurship, Economic Development, Needs Assessment, Business Development, Consumer Behaviour, Market Analysis, Market Research, Market Dynamics, Cultural Sensitivity

    ★ 4.1 (125) · Beginner · Course · 1 - 4 Weeks

    Category: Build toward a degree
    Build toward a degree
  • U

    Università Bocconi

    Capital-investissement et capital-risque

    Skills you'll gain: Private Equity, Entrepreneurial Finance, Business Valuation, Investments, Capital Markets, Mergers & Acquisitions, Investment Management, Finance, Entrepreneurship, Financial Analysis, Financial Services, Due Diligence, Portfolio Management, Fundraising, Financial Regulation, Tax Laws, Legal Risk, Tax Management

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

    Category: Preview
    Preview
  • U

    Universidad de Palermo

    Finanzas y Operaciones de Marketing y Ventas

    Skills you'll gain: Marketing Operations, Sales Management, Marketing Effectiveness, Sales Development, Marketing Budgets, Marketing Analytics, Business Metrics, Business Operations, Marketing, Sales, B2B Sales, Sales Strategy, Performance Measurement, Digital Marketing, Return On Investment, Customer Relationship Building, Promotions and Campaigns, Key Performance Indicators (KPIs), Business Management, Financial Forecasting

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

    Category: Preview
    Preview
  • D

    Duke University

    Gold Market Foundations

    Skills you'll gain: Financial Systems, Digital Assets, Supply And Demand, Financial Regulations, Portfolio Risk, Financial Regulation, Banking, Return On Investment, Blockchain

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

    Category: Preview
    Preview
  • U

    University of Minnesota

    Healthcare Marketplace Capstone

    Skills you'll gain: Competitive Analysis, Healthcare Industry Knowledge, Stakeholder Analysis, Medical Devices, Market Opportunities, Value-Based Care, Health Assessment, Health Technology, Innovation, Business Modeling, Clinical Assessment, Commercialization, Market Analysis, Report Writing, Revenue Forecasting, Market Intelligence, Financial Modeling, Business Valuation, Regulatory Affairs, Intellectual Property

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

    Status: Free Trial
    Free Trial
  • G

    Google

    Working Effectively with Stakeholders

    Skills you'll gain: Stakeholder Analysis, Stakeholder Management, Stakeholder Engagement, Stakeholder Communications, Team Building, Project Management, Team Management, Accountability, Project Coordination, Delegation Skills, Accountability Frameworks, Communication Planning

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

    Status: Free Trial
    Free Trial
  • U

    University of Illinois Urbana-Champaign

    Project Execution and Control

    Skills you'll gain: Sprint Planning, Cost Management, Forecasting, Waterfall Methodology, Agile Project Management, Project Planning, Timelines, Stakeholder Communications, Stakeholder Management, AI Enablement

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

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

    Indian Institute of Technology Guwahati

    Digital Manufacturing

    Skills you'll gain: SolidWorks (CAD), Computer-Aided Design, Computer Graphics, 3D Modeling, Manufacturing Processes, Mechanical Design, Manufacturing and Production, Robotics, Engineering Drawings, Machine Controls, Visualization (Computer Graphics), Assembly Drawing, Prototyping, Computer Graphic Techniques, Industrial Design, Product Engineering, Production Process, Graphics Software, Process Modeling, Materials science

    ★ 3.9 (16) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    University of Pennsylvania

    Driving Operational Performance

    Skills you'll gain: Process Analysis, Operational Performance Management, Capacity Planning, Operational Analysis, Key Performance Indicators (KPIs), Operations Management, Operational Excellence, Operational Efficiency, Performance Measurement, Operations, Business Operations, Process Optimization, Business Metrics, Process Management, Business Process Management, Return On Investment, Customer Retention, Resource Utilization, Loss Prevention, Customer experience improvement

    ★ 4.6 (14) · Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • D

    Dubai College of Tourism

    Introduction to Budgeting for Events

    Skills you'll gain: Budget Management, Budgeting, Events and Conferences, Cost Management, Return On Investment, Event Planning, Operating Budget, Cost Estimation, Cost Control, Cost Reduction, Event Management, Expense Management, Profit and Loss (P&L) Management, Revenue Management, Gross Profit, Financial Analysis

    ★ 4.4 (38) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • H

    Howard University

    Fundamentals of Business Problem Solving

    Skills you'll gain: Spreadsheet Software, Microsoft Excel, Data Modeling, Mathematical Modeling, Excel Formulas, Business Modeling, Business Analysis, Operations Research, Business Process, Financial Modeling, Investment Management, Process Optimization, Applied Mathematics, Data-Driven Decision-Making, Business Strategy, Revenue Management, Trend Analysis, Resource Allocation

    ★ 4.7 (23) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • L

    Logical Operations

    Microsoft Project 2019–2024/365: Part 1

    Skills you'll gain: Microsoft Project, Resource Management, Project Management Software, Resource Allocation, Project Schedules, Project Planning, Resource Planning, Project Design, Project Scoping, Microsoft 365, Milestones (Project Management), Project Management, Work Breakdown Structure, Project Coordination, Process Optimization, Project Estimation, Timelines, Scheduling, Productivity Software, User Interface (UI)

    Mixed · Course · 1 - 3 Months

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

  • Sustainable Innovation for Subsistence Marketplaces: University of Illinois Urbana-Champaign
  • Capital-investissement et capital-risque: Università Bocconi
  • Finanzas y Operaciones de Marketing y Ventas: Universidad de Palermo
  • Gold Market Foundations: Duke University
  • Healthcare Marketplace Capstone: University of Minnesota
  • Working Effectively with Stakeholders: Google
  • Project Execution and Control: University of Illinois Urbana-Champaign
  • Digital Manufacturing: Indian Institute of Technology Guwahati
  • Driving Operational Performance: University of Pennsylvania
  • Introduction to Budgeting for Events: Dubai College of Tourism

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