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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
    S

    SkillUp

    Program Management: Execution, Stakeholders & Governance

    Skills you'll gain: Stakeholder Management, Resource Allocation, Program Management, Change Management, Organizational Change, Governance, Cost Management, Earned Value Management, Team Building, Procurement, Project Management, Project Management Institute (PMI) Methodology, Financial Planning, Budgeting, Communication Strategies, Ethical Standards And Conduct

    4.8
    Rating, 4.8 out of 5 stars
    ·
    28 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Managing Debt

    Skills you'll gain: Mortgage Loans, Loans, Consumer Lending, Credit Risk, Financial Planning, Budget Management, Cost Benefit Analysis, Goal Setting, Consolidation, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    27 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidad Nacional Autónoma de México

    Finanzas personales en ambientes digitales

    Skills you'll gain: Fraud detection, Insurance, Digital Assets, Financial Services, Investments, Credit Risk, Financial Planning, Financial Management, Budget Management, Risk Management, Expense Management

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Estratégicos empresariales: Proyecto final

    Skills you'll gain: Business Planning, Organizational Structure, Business Strategies, Market Analysis, Quality Management, Business, Business Management, Market Research, Entrepreneurship, Financial Planning, Marketing, Product Strategy, Marketing Strategies

    4.2
    Rating, 4.2 out of 5 stars
    ·
    18 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidades Anáhuac

    Tu Futuro Financiero

    Skills you'll gain: Expense Management, Financial Management, Budgeting, Investments, Financial Planning, Social Impact, Personal Development, Emotional Intelligence, Economics, Self-Awareness, Credit Risk, Risk Management, Goal Setting

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Decoding BFSI: Key Segments and Functions in Finance

    Skills you'll gain: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Banking, Insurance Policies, Underwriting, Financial Analysis, Financial Market, Financial Management, Credit Risk, Retail Banking, Financial Regulation, Bank Regulations, Risk Analysis, Financial Planning, Mobile Banking, Portfolio Management

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    California Institute of the Arts

    Building Your Freelancing Career Capstone

    Skills you'll gain: Business Planning, Business Risk Management, Business Strategy, Peer Review, Financial Modeling, Entrepreneurship, Business Development, Branding, Financial Planning, Service Design, Market Research

    4.8
    Rating, 4.8 out of 5 stars
    ·
    33 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Planning your Client's Wealth over a 5-year Horizon

    Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Financial Planning, Investment Management, Investments, Performance Measurement, Financial Forecasting, Finance, Behavioral Economics, Risk Management, Market Trend, Risk Analysis, Decision Making, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
    ·
    420 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Financial Acumen for Non-Financial Managers

    Skills you'll gain: Financial Reporting, Financial Acumen, Financial Data, Financial Statements, Income Statement, Financial Analysis, Business Reporting, Risk Analysis, Cash Flows, Predictive Analytics, Financial Forecasting, Balance Sheet, Performance Measurement, Business Metrics, Financial Management, Financial Planning, Key Performance Indicators (KPIs), Performance Analysis, Return On Investment, Business Modeling

    4.5
    Rating, 4.5 out of 5 stars
    ·
    981 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Entrepreneurship II: Preparing for Launch

    Skills you'll gain: Entrepreneurship, Business Planning, Entrepreneurial Finance, Go To Market Strategy, New Product Development, Financial Forecasting, Business Development, Business Strategy, Growth Strategies, Financial Modeling, Fundraising and Crowdsourcing, Customer Acquisition Management, Financial Planning, Presentations, Team Management, Business Metrics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    764 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    Alfaisal University | KLD

    أساسيات الموازنة التخطيطية الفعالة

    Skills you'll gain: Budgeting, Budget Management, Operating Budget, Business Planning, Financial Planning, Cost Accounting, Forecasting, Expense Management

    5
    Rating, 5 out of 5 stars
    ·
    19 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Zurich

    Das liebe Geld - Finance im Alltag

    Skills you'll gain: Finance, Financial Planning, Investments, Financial Market, Blockchain, Financial Analysis, Behavioral Economics, Derivatives, Ethical Standards And Conduct, Decision Making, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    145 reviews

    Beginner · Course · 1 - 3 Months

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

  • Program Management: Execution, Stakeholders & Governance: SkillUp
  • Managing Debt: SoFi
  • Finanzas personales en ambientes digitales: Universidad Nacional Autónoma de México
  • Estratégicos empresariales: Proyecto final : Universidad Nacional Autónoma de México
  • Tu Futuro Financiero: Universidades Anáhuac
  • Decoding BFSI: Key Segments and Functions in Finance: Board Infinity
  • Building Your Freelancing Career Capstone: California Institute of the Arts
  • Planning your Client's Wealth over a 5-year Horizon: University of Geneva
  • Financial Acumen for Non-Financial Managers: University of Pennsylvania
  • Entrepreneurship II: Preparing for Launch: University of Illinois Urbana-Champaign

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