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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
    F

    Fundação Instituto de Administração

    Riscos Financeiros (Crédito, Mercado e Liquidez)

    Skills you'll gain: Portfolio Risk, Portfolio Management, Risk Modeling, Investment Management, Credit Risk, Risk Management, Financial Market, Finance, Investments, Market Liquidity, Risk Analysis, Financial Analysis, Capital Markets, Performance Measurement, Market Dynamics, Probability & Statistics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    SkillUp

    Name Screening and Reporting Obligations - US

    Skills you'll gain: Bank Regulations, Financial Regulation, Legal Risk, Law, Regulation, and Compliance, Compliance Auditing, Regulatory Compliance, Regulation and Legal Compliance, Regulatory Requirements, Auditing, Compliance Reporting, Compliance Management, Compliance Training, Due Diligence, Verification And Validation, Incident Response, Asset Protection, Threat Detection, Investigation, Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Calculate WACC: Capital Costs

    Skills you'll gain: Financial Analysis, Capital Expenditure, Business Strategy, Data-Driven Decision-Making, Financial Data, Capital Budgeting, Finance, Financial Modeling, Business Metrics, Business Valuation, Corporate Finance, Equities, Risk Analysis, Communication, Verification And Validation

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Event Marketing & Management Fundamentals

    Skills you'll gain: Event Marketing, Events and Conferences, Event Management, Brand Marketing, Event Planning, Marketing Effectiveness, Driving engagement, Marketing Strategies, Marketing Communications, Media Strategy, Branding, Stakeholder Management, Brand Management, Brand Strategy, Stakeholder Engagement, Drive Engagement, Stakeholder Communications, Plan Execution, Brand Awareness, Customer Insights

    4.4
    Rating, 4.4 out of 5 stars
    ·
    8 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Aptly

    Search Advertising with Google

    Skills you'll gain: Google Ads, Advertising Campaigns, Search Engine Marketing, Pay Per Click Advertising, Performance Metric, Campaign Management, Performance Analysis, Online Advertising, Keyword Research, Performance marketing, Performance Measurement, Bidding, Conversion Funnel Analysis, Digital Advertising, Digital Marketing Campaigns, Web Analytics, Campaign Planning, Registration, Advertising, Digital Marketing

    4.5
    Rating, 4.5 out of 5 stars
    ·
    17 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Packt

    CompTIA CASP+ (CAS-004)

    Skills you'll gain: Threat Management, Vulnerability Assessments, Incident Response, Incident Management, Computer Security Incident Management, Public Key Infrastructure, IT Security Architecture, Disaster Recovery, Vulnerability Management, Law, Regulation, and Compliance, Threat Detection, Cyber Security Assessment, Risk Management, Risk Management Framework, Compliance Management, Network Security, Security Architecture Review, Infrastructure Security, Cloud Security, Hardening

    4.7
    Rating, 4.7 out of 5 stars
    ·
    27 reviews

    Beginner · Specialization · 1 - 4 Weeks

  • Status: Preview
    Preview
    E

    EDUCBA

    Production & Operations: Apply, Analyze & Optimize

    Skills you'll gain: Manufacturing Operations, Production Management, Production Planning, Production Process, Operations Management, Production Schedule, Operations, Inventory Management, Business Operations, Inventory Control, Quality Control, Materials Management, Scheduling, Production Line, Inventory Management System, Inventory and Warehousing, Operational Efficiency, Lean Manufacturing, Quality Monitoring, Material Requirements Planning

    5
    Rating, 5 out of 5 stars
    ·
    21 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    F

    Fractal Analytics

    Human Decision Making and its Biases

    Skills you'll gain: Decision Making, Critical Thinking, Critical Thinking and Problem Solving, Analytical Skills, Data-Driven Decision-Making, Behavioral Economics, Case Studies, Data Analysis, Artificial Intelligence, Emotional Intelligence, Self-Awareness, Psychology, Communication, Algorithms

    4.9
    Rating, 4.9 out of 5 stars
    ·
    44 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    UI/UX Wireframing and Prototyping with Figma

    Skills you'll gain: Responsive Web Design, User Interface (UI), UI Components, Figma (Design Software), UI/UX Strategy, User Interface and User Experience (UI/UX) Design, Prototyping, Usability, Usability Testing, Web Design, Interactive Design, User Experience Design, Mobile Development, Style Guides, Web Development, Animations

    5
    Rating, 5 out of 5 stars
    ·
    32 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    T

    Technion - Israel Institute of Technology

    Traditional herbal medicine in supportive cancer care: From alternative to integrative

    Skills you'll gain: Oncology, Patient Communication, Patient-centered Care, Patient Education And Counseling, Hospice, Pharmacology, Drug Interaction, Patient Education and Support, Treatment Planning, Pain Management, Care Management, Clinical Research, Cultural Sensitivity, Health Systems

    4.7
    Rating, 4.7 out of 5 stars
    ·
    92 reviews

    Beginner · Course · 3 - 6 Months

  • Status: Preview
    Preview
    E

    Eindhoven University of Technology

    Co-design for All: doing co-design in practice

    Skills you'll gain: Communication Planning, Research and Design, Visual Storytelling, Design Research, Prioritization, Decision Making, Communication Strategies, Stakeholder Engagement, Research, Proposal Development, Goal Setting, Process Development, Qualitative Research, Stakeholder Analysis, Needs Assessment, Case Studies, Organizational Change

    4.3
    Rating, 4.3 out of 5 stars
    ·
    8 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Packt

    Data Structures and Algorithms: The Complete Masterclass

    Skills you'll gain: Data Structures, Algorithms, Graph Theory, Programming Principles, Theoretical Computer Science, Computer Science, Computer Programming, Python Programming, Pandas (Python Package), Machine Learning Algorithms, Computational Thinking, C++ (Programming Language), Data Architecture, Random Forest Algorithm, Performance Tuning, Object Oriented Programming (OOP), Network Analysis, Program Development, Problem Solving, Debugging

    4.5
    Rating, 4.5 out of 5 stars
    ·
    40 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Riscos Financeiros (Crédito, Mercado e Liquidez): Fundação Instituto de Administração
  • Name Screening and Reporting Obligations - US: SkillUp
  • Calculate WACC: Capital Costs: Coursera
  • Event Marketing & Management Fundamentals: EDUCBA
  • Search Advertising with Google: Aptly
  • CompTIA CASP+ (CAS-004): Packt
  • Production & Operations: Apply, Analyze & Optimize: EDUCBA
  • Human Decision Making and its Biases: Fractal Analytics
  • UI/UX Wireframing and Prototyping with Figma: SkillUp
  • Traditional herbal medicine in supportive cancer care: From alternative to integrative: Technion - Israel Institute of Technology

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