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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


  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Supply Chain Finance Market and Fintech Ecosystem

    Skills you'll gain: Market Share, Supplier Risk Management, Financial Market, Market Opportunities, Market Trend, Market Dynamics, Market Analysis, Supply Chain Management, Supply Chain, Market Intelligence, FinTech, Financial Services, Commercial Banking, Financial Regulation, Corporate Finance, Loans, Stakeholder Analysis, Accounts Payable and Receivable

    4.5
    Rating, 4.5 out of 5 stars
    ·
    75 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Pennsylvania

    Network Dynamics of Social Behavior

    Skills you'll gain: Social Network Analysis, Network Analysis, Social Sciences, Sociology, Social Studies, Social Impact, Systems Thinking, Simulations, Culture, Graph Theory, Complex Problem Solving, Innovation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    401 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Microsoft Account Manager with Generative AI

    Skills you'll gain: Key Performance Indicators (KPIs), Proposal Development, Account Strategy, Solution Selling, Business Writing, Responsible AI, Regulatory Compliance, Budget Management, Productivity Software, Consultative Approaches, Consultative Selling, Performance Analysis, Customer Relationship Management (CRM) Software, Account Management, Performance Metric, Financial Management, Administrative Support, Sales Process, Content Management, Generative AI

    Advanced · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    Alex Genadinik

    Business Models And Monetization Masterclass To Grow Revenue

    Skills you'll gain: Surveys, Overcoming Objections, Market Research, Business Development, Decision Making, Closing (Sales), Strategic Partnership, Marketing Planning, Survey Creation, Rapport Building, Strategic Decision-Making, Marketing Psychology, B2B Sales, Decisiveness, Business Modeling, Revenue Management, Price Negotiation, Search Engine Optimization, E-Commerce, Entrepreneurship

    4.6
    Rating, 4.6 out of 5 stars
    ·
    20 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Social Impact Strategy with Goldman Sachs 10,000 Women

    Skills you'll gain: Social Impact, Corporate Sustainability, Entrepreneurship, Strategic Thinking, Business Ethics, Business Planning, Program Evaluation, Performance Measurement, Stakeholder Engagement, Business Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    84 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Intellectual Humility: Theory

    Skills you'll gain: Research, Psychology, Psychological Evaluations, Software Testing

    4.5
    Rating, 4.5 out of 5 stars
    ·
    374 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    El plan de marketing

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

    4.7
    Rating, 4.7 out of 5 stars
    ·
    162 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    D

    Duke University

    Understanding Stablecoins

    Skills you'll gain: Payment Systems, Risk Analysis, Blockchain, Risk Management Framework, Risk Management, FinTech, Market Liquidity, Cyber Risk, Financial Systems, Financial Regulation, Digital Assets, Bank Regulations, Liquidation, Distributed Denial-Of-Service (DDoS) Attacks, Financial Analysis, Regulatory Compliance, Asset Management, Agentic systems, Governance, Market Dynamics

    5
    Rating, 5 out of 5 stars
    ·
    23 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Introduction to Javascript: The Basics

    Skills you'll gain: Javascript, Back-End Web Development, Server Side, Front-End Web Development, Hypertext Markup Language (HTML), Scripting, Event-Driven Programming, JavaScript Frameworks, Web Applications, Mobile Development, HTML and CSS, Web Development, Scripting Languages, Event Monitoring, Code Reusability

    4.3
    Rating, 4.3 out of 5 stars
    ·
    290 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Empresas Familiares

    Skills you'll gain: Value Propositions, Innovation, Entrepreneurship, Ideation, Market Opportunities, New Product Development, Business Solutions, Leadership, Organizational Leadership, Business Leadership, Business Strategies, Business Modeling, Business Architecture, Leadership and Management, Governance, Strategic Leadership, Corporate Strategy, Leadership Development, Succession Planning, Organizational Development

    4.8
    Rating, 4.8 out of 5 stars
    ·
    267 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    C# for .NET Developers

    Skills you'll gain: C# (Programming Language), ASP.NET, .NET Framework, Object Oriented Programming (OOP), Object Oriented Design, Application Frameworks, Web Applications, Programming Principles, Web Development, Event-Driven Programming

    4.1
    Rating, 4.1 out of 5 stars
    ·
    311 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Analítica financiera​

    Skills you'll gain: Advanced Analytics, Financial Data, Financial Forecasting, Financial Analysis, Risk Modeling, Financial Modeling, Analytics, Predictive Analytics, Time Series Analysis and Forecasting, Statistical Analysis, Trend Analysis, Risk Analysis, Market Data, Predictive Modeling, Risk Management, Data Transformation, Applied Machine Learning, Machine Learning Methods, Descriptive Analytics, Statistical Methods

    4.6
    Rating, 4.6 out of 5 stars
    ·
    107 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Supply Chain Finance Market and Fintech Ecosystem: New York Institute of Finance
  • Network Dynamics of Social Behavior: University of Pennsylvania
  • Microsoft Account Manager with Generative AI: Microsoft
  • Business Models And Monetization Masterclass To Grow Revenue: Alex Genadinik
  • Social Impact Strategy with Goldman Sachs 10,000 Women: Goldman Sachs
  • Intellectual Humility: Theory: The University of Edinburgh
  • El plan de marketing: IE Business School
  • Understanding Stablecoins: Duke University
  • Introduction to Javascript: The Basics: Coursera
  • Empresas Familiares: Tecnológico de Monterrey

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