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  • Financial Planning

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


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    U

    Universitat Autònoma de Barcelona

    Kit básico (para evitar los errores más frecuentes) de finanzas

    Skills you'll gain: Financial Planning, Risk Management, Behavioral Economics, Wealth Management, Budgeting, Budget Management, Fraud detection, Loans, Insurance, Consumer Behaviour, Decision Making, Empowerment, Psychology

    4.6
    Rating, 4.6 out of 5 stars
    ·
    143 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentos de la Planificación Financiera con Goldman Sachs 10,000 Women

    Skills you'll gain: Cash Flow Forecasting, Cash Management, Cash Flows, Financial Forecasting, Business Planning, Financial Analysis, Financial Statements, Entrepreneurship, Business Strategies, Financial Planning, Strategic Decision-Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    54 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    Alfaisal University | KLD

    إدارة الثروات | Wealth Management

    Skills you'll gain: Wealth Management, Asset Management, Portfolio Management, Investment Management, Financial Planning, Financial Management, Financial Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    11 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Advanced Concepts in Time Value of Money (TVM)

    Skills you'll gain: Loans, Finance, Mortgage Loans, Financial Forecasting, Financial Modeling, Financial Planning, Microsoft Excel, Financial Analysis, Return On Investment, Complex Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    96 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
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    C

    Case Western Reserve University

    Becoming a Sports Agent

    Skills you'll gain: Brand Management, Brand Marketing, Intellectual Property, Arbitration, Contract Negotiation, Client Services, Recruitment, Talent Recruitment, Insurance, Relationship Management, Financial Planning, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    153 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    D

    Duke University

    Financing for Impact Entrepreneurs

    Skills you'll gain: Entrepreneurial Finance, Case Studies, Finance, Entrepreneurship, Capital Markets, Environmental Social And Corporate Governance (ESG), Investments, Return On Investment, Fiscal Management, Financial Planning, Financial Management, Stakeholder Engagement, Strategic Partnership, Asset Management, Portfolio Management, Business Strategy, Investment Management, International Finance, Business Management, Market Dynamics

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    U

    Universidad Nacional Autónoma de México

    Finanzas personales en ambientes digitales

    Skills you'll gain: Fraud detection, Asset Protection, Insurance, Digital Assets, Investments, Credit Risk, Budgeting, Financial Planning, Financial Management, Risk Management, Expense Management, Goal Setting

    Beginner · Course · 1 - 3 Months

  • P

    Packt

    Introduction to FinTech Using R

    Skills you'll gain: Shiny (R Package), FinTech, Financial Market, Financial Planning, Financial Forecasting, Statistical Programming, Asset Management, Financial Analysis, Artificial Intelligence, Web Applications, Portfolio Management, Predictive Modeling, Time Series Analysis and Forecasting, Algorithms

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentos de la Financiación con Goldman Sachs 10,000 Women

    Skills you'll gain: Grant Applications, Entrepreneurship, Business Strategy, Financial Analysis, Business Development, Finance, Loans, Fundraising, Growth Strategies, Financial Management, Stakeholder Communications, Financial Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    16 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Forming, Funding, and Launching a Technology Startup Company

    Skills you'll gain: Entrepreneurial Finance, Business Planning, Financial Statements, Growth Strategies, Business Ethics, Intellectual Property, Financial Modeling, Entrepreneurship, Income Statement, Engineering Management, Legal Risk, Business Strategies, Business Modeling, Cash Flows, Business Development, New Business Development, Risk Analysis, Financial Planning, Fundraising, Engineering

    Build toward a degree

    Beginner · Course · 1 - 3 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentos de Planejamento Financeiro com o 10,000 Women da Goldman Sachs

    Skills you'll gain: Cash Flow Forecasting, Cash Flows, Financial Forecasting, Financial Analysis, Business Planning, Working Capital, Financial Management, Business Acumen, Financial Planning, Market Opportunities

    4.8
    Rating, 4.8 out of 5 stars
    ·
    45 reviews

    Mixed · Course · 1 - 4 Weeks

  • 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

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

  • Kit básico (para evitar los errores más frecuentes) de finanzas: Universitat Autònoma de Barcelona
  • Fundamentos de la Planificación Financiera con Goldman Sachs 10,000 Women: Goldman Sachs
  • إدارة الثروات | Wealth Management: Alfaisal University | KLD
  • Advanced Concepts in Time Value of Money (TVM): University of Michigan
  • Becoming a Sports Agent: Case Western Reserve University
  • Financing for Impact Entrepreneurs: Duke University
  • Finanzas personales en ambientes digitales: Universidad Nacional Autónoma de México
  • Introduction to FinTech Using R: Packt
  • Fundamentos de la Financiación con Goldman Sachs 10,000 Women: Goldman Sachs
  • Forming, Funding, and Launching a Technology Startup Company: University of Colorado Boulder

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