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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 Minnesota

    Business Model & Product Pitch

    Skills you'll gain: Entrepreneurship, Growth Strategies, Entrepreneurial Finance, Business Planning, Product Planning, Cost Management, Product Development, New Product Development, Business Development, Value Propositions, Investments, Presentations, Customer Acquisition Management, Fundraising, Revenue Forecasting

    Beginner · Course · 1 - 3 Months

  • Y

    Yunus Social Business Fund Bengaluru

    Creating a Social Business

    Skills you'll gain: Stakeholder Management, Social Impact, Stakeholder Engagement, Sustainable Development, Peer Review, Socioeconomics, Community and Social Work, Sustainable Business, Entrepreneurship, Case Studies, Complex Problem Solving, Root Cause Analysis, Business Strategy, Business Modeling, Innovation, Business, New Business Development, Economics

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Procore Mastery: Construction Project Management

    Skills you'll gain: Workflow Management, Construction Management, Project Scoping, Collaborative Software, Project Management, Project Planning, Project Management Software, Project Coordination, Project Controls, Project Schedules, Resource Management, Resource Allocation, Collaboration, Team Oriented, Case Studies, Scheduling, Automation, Budget Management, Budgeting

    Intermediate · Course · 1 - 4 Weeks

  • I

    IE Business School

    Marketing Management Essentials:The Marketing Plan Structure

    Skills you'll gain: Marketing Planning, Customer Engagement, Strategic Marketing, Marketing Management, Marketing Effectiveness, Marketing Strategies, Marketing Operations, Marketing, Marketing Strategy and Techniques, Market Research, Business Planning, Market Analysis, Market Dynamics, Customer Retention, Brand Management, Key Performance Indicators (KPIs), Performance Metric, Performance Measurement, Branding, Goal Setting

    ★ 4.6 (13) · Beginner · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Master Earnings Per Share: Analyze, Apply & Evaluate EPS

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Return On Investment, Income Statement, Financial Reporting, Financial Accounting, Equities, Key Performance Indicators (KPIs), Securities (Finance)

    ★ 5 (18) · Mixed · Course · 1 - 4 Weeks

  • F

    Fundação Instituto de Administração

    Marketing Estratégico

    Skills you'll gain: Strategic Marketing, Marketing Strategies, Marketing, Marketing Strategy and Techniques, Brand Marketing, Customer Analysis, Brand Strategy, Marketing Management, Marketing Planning, Marketing Effectiveness, Market Dynamics, Branding, Brand Management, Customer Insights, Market Analysis, Consumer Behaviour, Target Market, Brand Awareness, Market Research, Stakeholder Management

    ★ 4.9 (12) · Beginner · Course · 1 - 4 Weeks

  • P

    Packt

    Agile Product Owner Level 1 – Certification & Mock Exams

    Skills you'll gain: AI Product Strategy, Project Estimation, Agile Product Development, Jira (Software), Agile Methodology, Estimation, Backlogs, Agile Project Management, Sprint Planning, Project Management Software, ChatGPT, Team Management, Prioritization, Continuous Improvement Process

    Intermediate · Course · 3 - 6 Months

  • I

    Illinois Tech

    Introduction to Data Networks and the Internet - Master's

    Skills you'll gain: Network Security, Network Troubleshooting, Software-Defined Networking, Network Engineering, Network Monitoring, Virtual Networking, TCP/IP, Network Architecture, Computer Networking, Network Performance Management, Network Protocols, General Networking, Cybersecurity, Network Infrastructure, Network Administration, Local Area Networks, Network Analysis, OSI Models, Network Model, Network Routing

    ★ 4.6 (11) · Beginner · Course · 1 - 3 Months

  • P

    Packt

    Risk Response and Reporting Effectively

    Skills you'll gain: Risk Control, Risk Management, Risk Mitigation, Risk Analysis, Enterprise Risk Management (ERM), Risk Appetite, Business Risk Management, Threat Management, Internal Controls, Continuous Monitoring, Data Management, Key Performance Indicators (KPIs), Business Reporting, Performance Measurement, Stakeholder Communications

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Create Your UI/UX Portfolio with GitHub

    Skills you'll gain: User Interface and User Experience (UI/UX) Design, Hypertext Markup Language (HTML), User Experience Design, User Interface (UI), Cascading Style Sheets (CSS), HTML and CSS, GitHub, Microsoft Visual Studio, Application Deployment, Web Design and Development, Microsoft Development Tools, Web Development

    ★ 4.4 (29) · Intermediate · Guided Project · Less Than 2 Hours

  • C

    Coursera

    QuickBooks: Record, Classify, & Report Expenses

    Skills you'll gain: QuickBooks (Accounting Software), Expense Reports, Expense Management, Accounting Software, Bookkeeping, Accounting Records, Accounting Systems, Record Keeping, Accounting, Small Business Accounting, Accounts Payable, General Ledger, Transaction Processing, Financial Accounting, General Accounting, Cash Receipts, Financial Reporting, Data Entry

    Beginner · Course · 1 - 4 Weeks

  • N

    Niel Asher Education

    Sports Massage Therapist

    Skills you'll gain: Patient Communication, Physical Therapy, Exercise Science, Patient Education and Support, Injury Prevention, Kinesiology, Human Musculoskeletal System, Health Care, Human Relations Movement

    Intermediate · Specialization · 3 - 6 Months

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

  • Business Model & Product Pitch: University of Minnesota
  • Creating a Social Business: Yunus Social Business Fund Bengaluru
  • Procore Mastery: Construction Project Management: Coursera
  • Marketing Management Essentials:The Marketing Plan Structure: IE Business School
  • Master Earnings Per Share: Analyze, Apply & Evaluate EPS: EDUCBA
  • Marketing Estratégico: Fundação Instituto de Administração
  • Agile Product Owner Level 1 – Certification & Mock Exams: Packt
  • Introduction to Data Networks and the Internet - Master's: Illinois Tech
  • Risk Response and Reporting Effectively: Packt
  • Create Your UI/UX Portfolio with GitHub: Coursera

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