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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
    U

    University of Colorado Boulder

    Techniques of Design-Oriented Analysis

    Skills you'll gain: Power Electronics, Control Systems, Electronic Systems, Electrical Engineering, Electrical Power, Electronics, Engineering Analysis, Electrical Systems, Simulation and Simulation Software, Hardware Design, Matlab, Network Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    31 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    E

    EDUCBA

    Credit Derivatives: Analyze, Price & Apply

    Skills you'll gain: Credit Risk, Derivatives, Risk Modeling, Financial Analysis, Risk Analysis, Financial Modeling, Securities (Finance), Portfolio Risk, Financial Market, Risk Management, Portfolio Management, Capital Markets, General Finance, Mathematical Modeling, Correlation Analysis, Probability

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    L

    Logical Operations

    Project Management Fundamentals

    Skills you'll gain: Project Management Life Cycle, Project Closure, Project Implementation, Project Management, Project Coordination, Project Scoping, Project Risk Management, Plan Execution, Project Design, Project Schedules, Project Controls, Change Control, Project Planning, Cost Management, Work Breakdown Structure, Project Estimation, Communication Planning, Project Documentation, Scheduling

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    B

    Board Infinity

    Scalable Agile for Teams & Leaders with Jira Align

    Skills you'll gain: Backlogs, Scaled Agile Framework, Stakeholder Engagement, Jira (Software), Agile Product Development, Stakeholder Management, Release Management, Stakeholder Communications, Real Time Data, Agile Project Management, Product Roadmaps, Program Management, Project Portfolio Management, Agile Methodology, Management Reporting, Business Priorities, Continuous Delivery, Prioritization, Configuration Management, CI/CD

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Virginia

    Effectuation: Lessons From Expert Entrepreneurs

    Skills you'll gain: Ideation, Resource Management, Resourcefulness, Entrepreneurship, Dealing With Ambiguity, Creative Problem-Solving, Open Mindset, Overcoming Obstacles, Growth Mindedness, Resource Utilization, Stakeholder Management, Innovation, Problem Solving, Stakeholder Engagement, Tenacity, Proactivity, Adaptability, Action Oriented, New Business Development, Persuasive Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    8 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Market Research and Analysis for Tech Industries

    Skills you'll gain: Market Research, Data-Driven Decision-Making, Consumer Behaviour, Business Research, Customer Analysis, Marketing Psychology, Market Analysis, Marketing, Marketing Planning, Data-Driven Marketing, Behavioral Economics, Target Market, Customer Insights, Marketing Strategy and Techniques, Strategic Marketing, Technology Strategies, Product Lifecycle Management, Business-To-Consumer, B2B Sales, Digital Marketing

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    11 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    H

    Harvard Business Review

    Act Strategically

    Skills you'll gain: Business Planning, Strategic Thinking, Critical Thinking, Plan Execution, Organizational Strategy, Business Strategies, Business Strategy, Strategic Decision-Making, Corporate Strategy, Trend Analysis, Decision Making, Market Trend, Market Opportunities, Forecasting, Value Propositions, Innovation, Competitive Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Project Management in Healthcare : Tools and Tactics

    Skills you'll gain: Healthcare Project Management, Project Risk Management, Process Improvement, Performance Metric, Continuous Improvement Process, Risk Management, Project Coordination, Project Performance, Risk Analysis, Health Care Procedure and Regulation, Project Management Software, Workflow Management, Project Management, Collaborative Software, Collaboration, Project Implementation, Regulatory Affairs, Health Technology, Compliance Management, Key Performance Indicators (KPIs)

    5
    Rating, 5 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 4 Weeks

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

    EDUCBA

    Bank Credit Analysis & Portfolio Management

    Skills you'll gain: Financial Statement Analysis, Credit Risk, Financial Statements, Lending and Underwriting, Commercial Lending, Bank Regulations, Financial Analysis, General Lending, Banking, Risking, Portfolio Risk, Banking Services, Commercial Banking, Loans, Loan Origination, Loan Documentation, Regulatory Compliance, Portfolio Management, Financial Regulation, Working Capital

    4.9
    Rating, 4.9 out of 5 stars
    ·
    56 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Les bases de la vente et du marketing avec Goldman Sachs 10,000 Women

    Skills you'll gain: Marketing Planning, Marketing Strategies, Strategic Marketing, Sales Process, Marketing, Brand Marketing, Marketing Analytics, Sales, Marketing Effectiveness, Value Propositions, Data-Driven Marketing, Sales Strategy, Marketing Strategy and Techniques, Branding, General Sales Practices, Digital Marketing Tools, Brand Strategy, Business Metrics, Brand Awareness, Promotional Strategies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Organize an event with Canva

    Skills you'll gain: Events and Conferences, Event Planning, Canva (Software), Event Management, Digital Content, Event Marketing, Content Creation, Graphic Design, Graphic and Visual Design Software, Graphic and Visual Design, Social Media Campaigns, Social Media, Product Design, Digital Marketing, Marketing Communications, Design Elements And Principles

    4
    Rating, 4 out of 5 stars
    ·
    6 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • C

    Coursera

    Learn Angular Routing by building a Cocktails Application

    Skills you'll gain: Angular, Authorization (Computing), JavaScript Frameworks, Application Programming Interface (API), TypeScript, Javascript, Web Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    18 reviews

    Advanced · Guided Project · Less Than 2 Hours

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

  • Techniques of Design-Oriented Analysis: University of Colorado Boulder
  • Credit Derivatives: Analyze, Price & Apply: EDUCBA
  • Project Management Fundamentals: Logical Operations
  • Scalable Agile for Teams & Leaders with Jira Align: Board Infinity
  • Effectuation: Lessons From Expert Entrepreneurs: University of Virginia
  • Market Research and Analysis for Tech Industries: University of Colorado Boulder
  • Act Strategically: Harvard Business Review
  • Project Management in Healthcare : Tools and Tactics: Coursera
  • Bank Credit Analysis & Portfolio Management: EDUCBA
  • Les bases de la vente et du marketing avec Goldman Sachs 10,000 Women: Goldman Sachs

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