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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


  • F

    Fundação Instituto de Administração

    System Dynamics

    Skills you'll gain: Systems Thinking, Simulations, Simulation and Simulation Software, Process Flow Diagrams, Systems Analysis, Complex Problem Solving, Diagram Design, Software Visualization, Market Dynamics, Business Modeling, Demand Planning

    ★ 4.4 (11) · Advanced · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Advanced Excel Analytics, Automation & Data Analysis

    Skills you'll gain: Excel Macros, Data Validation, Scatter Plots, Plot (Graphics), Pivot Tables And Charts, Microsoft Excel, Data Visualization, Regression Analysis, Excel Formulas, Statistical Visualization, Histogram, Data Analysis, Data Integrity, Statistical Modeling, Descriptive Statistics, Spreadsheet Software, Analytics, Financial Data, Financial Analysis, Automation

    ★ 4.9 (34) · Beginner · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Stock Market Investing and Equity Valuation

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Portfolio Management, Income Statement, Financial Analysis, Financial Modeling, Wealth Management, Investment Management, Investments, Equities, Microsoft Excel, Financial Data, Research Reports, Business Valuation, Financial Forecasting, Financial Market, Cash Flows, Market Analysis

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • U

    University of California, Davis

    Annual Campaigns: Building a Case for Support

    Skills you'll gain: Fundraising, Fundraising and Crowdsourcing, Campaign Management, Direct Marketing, Advertising Mail, Campaign Planning, Data-Driven Marketing, Target Audience, Email Marketing, Telemarketing, Events and Conferences, Event Planning, Relationship Building, Customer Engagement, Cross-Channel Marketing, Telephone Skills

    ★ 4.2 (52) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • U

    Universidad de los Andes

    Gestión del alcance: el qué de la triple restricción

    Skills you'll gain: Scope Management, Project Scoping, Work Breakdown Structure, Requirements Management, Project Management, Project Management Life Cycle, Project Controls, Project Planning, Project Schedules, Project Management Institute (PMI) Methodology, Project Documentation, Business Planning

    ★ 4.9 (124) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Build a Budget and Analyze Variance using Google Sheets

    Skills you'll gain: Google Sheets, Proposal Development, Variance Analysis, Trend Analysis, Budget Management, Budgeting, Spreadsheet Software, Google Workspace, Presentations, Financial Acumen, Finance

    ★ 4.6 (82) · Beginner · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • A

    American Council on Exercise

    Foundations of Effective Behavior Change Coaching

    Skills you'll gain: Health And Wellness Coaching, Motivational Interviewing, Goal Setting, Smart Goals, Coaching, Cognitive Behavioral Therapy, Overcoming Obstacles, Problem Solving, Behavior Management, Treatment Planning, Accountability, Active Listening, Communication Strategies, Empathy

    ★ 4 (6) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • C

    Coursera

    GenAI in Insurance: Automating Claims & Risk Mitigation

    Skills you'll gain: Generative AI, Insurance, Decision Intelligence, Decision Support Systems, AI Product Strategy, Expense Management, Responsible AI, Data Ethics, AI Enablement, Insurance Policies, Underwriting, AI Personalization, Operational Efficiency, Claims Processing, AI Integrations, Financial Services, Personalized Service, Automation, Risk Management, Analytics

    Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • U

    University of Arizona

    Strategic Digital Marketing

    Skills you'll gain: Web Analytics, Search Engine Marketing, Pay Per Click Advertising, Data-Driven Marketing, User Experience Design, Experience Design, Google Ads, Search Engine Optimization, Digital Marketing, Digital Marketing Campaigns, Campaign Management, Content Marketing, Cross-Channel Marketing, Digital Brand Strategy, Keyword Research, Marketing Analytics, Marketing Strategy and Techniques, Marketing Planning, Customer Engagement, Target Audience

    ★ 4.6 (7) · Intermediate · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • C

    California Institute of the Arts

    Launching Your Freelancing Business

    Skills you'll gain: Service Improvement, Business Process Automation, Process Improvement, Customer experience improvement, Project Scoping, Operational Efficiency, Presentations, Expectation Management, Business Planning, Customer Insights, Brand Strategy, Web Presence, Scope Management, Customer Acquisition Management, Business Development, Professional Networking, Branding, Value Propositions

    ★ 4.8 (57) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • L

    Liberty Mutual Insurance

    Insurance Product Knowledge

    Skills you'll gain: Workers Compensation, Insurance Policies, Insurance, Product Knowledge, Cyber Risk, Product Lining, Cyber Attacks, Law, Regulation, and Compliance, Risk Management

    ★ 4.5 (10) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • M

    Michigan State University

    Getting Your Film off the Ground

    Skills you'll gain: Fundraising and Crowdsourcing, Grant Writing, Fundraising, Grant Applications, Digital Media Strategy, Digital Brand Strategy, Social Media Content, Social Media, Social Media Strategy, Stakeholder Engagement, Social Media Marketing, Brand Marketing, Web Presence, Campaign Planning, Content Strategy, Drive Engagement, Content Creation, Prospecting and Qualification

    ★ 4.5 (57) · Beginner · Course · 1 - 3 Months

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

  • System Dynamics: Fundação Instituto de Administração
  • Advanced Excel Analytics, Automation & Data Analysis: EDUCBA
  • Stock Market Investing and Equity Valuation: EDUCBA
  • Annual Campaigns: Building a Case for Support: University of California, Davis
  • Gestión del alcance: el qué de la triple restricción: Universidad de los Andes
  • Build a Budget and Analyze Variance using Google Sheets: Coursera
  • Foundations of Effective Behavior Change Coaching: American Council on Exercise
  • GenAI in Insurance: Automating Claims & Risk Mitigation: Coursera
  • Strategic Digital Marketing: University of Arizona
  • Launching Your Freelancing Business: California Institute of the Arts

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