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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.


More to explore:

Popular Financial Planning Courses and Certifications


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    Y

    Yale University

    Health Behavior Change: From Evidence to Action

    Skills you'll gain: Health Promotion, Health Education, Health And Wellness Coaching, Nutrition and Diet, Public Health, Behavioral Health, Social Determinants Of Health, Community Health, Mental Health, Behavioral Economics, Physical Therapy, Goal Setting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    486 reviews

    Beginner · Course · 1 - 3 Months

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    C

    Coursera

    Precision Bookkeeping: Records, Reconciliation, Reporting

    Skills you'll gain: Reconciliation, Accounting Records, Bookkeeping, Financial Reporting, Accounting, Financial Acumen, Compliance Management, Regulatory Compliance, Verbal Communication Skills, Internal Controls, Automation

    4.4
    Rating, 4.4 out of 5 stars
    ·
    107 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Stanford University

    Graph Search, Shortest Paths, and Data Structures

    Skills you'll gain: Data Structures, Graph Theory, Algorithms, Network Model, Programming Principles, Social Network Analysis, Network Analysis, Theoretical Computer Science, Network Routing, Computational Logic

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2K reviews

    Intermediate · Course · 1 - 4 Weeks

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    U

    University of Leeds

    Foundations of Software Testing and Validation

    Skills you'll gain: Test Case, Software Testing, Software Quality Assurance, Quality Assurance, User Acceptance Testing (UAT), Test Planning, Verification And Validation, Acceptance Testing, System Testing, White-Box Testing, Unit Testing, Functional Testing, Integration Testing, Software Development Life Cycle, Software Development

    4.6
    Rating, 4.6 out of 5 stars
    ·
    443 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    How to create a Jira SCRUM project

    Skills you'll gain: Jira (Software), Sprint Planning, Backlogs, Scrum (Software Development), User Story, Agile Methodology, Agile Project Management, Workflow Management, Run Chart, Project Planning, Project Management, Prioritization, Dependency Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    505 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Finance of Mergers and Acquisitions: Designing an M&A Deal

    Skills you'll gain: Mergers & Acquisitions, Private Equity, Business Valuation, Investment Banking, Price Negotiation, Capital Markets, Accounting, Corporate Tax, Corporate Strategy, Financial Modeling, Financial Management, Corporate Finance, Strategic Planning, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    65 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Programa Especializado en Gerencia de Proyectos Complejos

    Skills you'll gain: Scope Management, Project Scoping, Feasibility Studies, Work Breakdown Structure, Project Estimation, Requirements Management, Cost Estimation, Project Management, Project Management Life Cycle, Project Schedules, Case Studies, Project Portfolio Management, Project Risk Management, Program Management, Scheduling, Project Planning, Strategic Planning, Crisis Management, Project Controls, Project Documentation

    Build toward a degree

    4.9
    Rating, 4.9 out of 5 stars
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    1.4K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Cybersecurity Assessment: CompTIA Security+ & CYSA+

    Skills you'll gain: Cyber Security Assessment, Cybersecurity, Security Testing, Test Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Intermediate · Course · 1 - 4 Weeks

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    N

    Northwestern University

    Introduction to Reproduction

    Skills you'll gain: Obstetrics And Gynecology, Anatomy, Family Planning, Endocrinology, Oncology, Physiology, Public Health and Disease Prevention, Biology

    4.7
    Rating, 4.7 out of 5 stars
    ·
    550 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Goodwill® Career Coach and Navigator

    Skills you'll gain: Constructive Feedback, Interviewing Skills, Communication, Coaching, Accountability, Client Services, Virtual Teams, Professional Development, Diversity and Inclusion, Client Support, Workforce Development, Recruitment, Ethical Standards And Conduct, Active Listening, Talent Pipelining, Needs Assessment, Employee Onboarding, Empathy, Human Centered Design, Gap Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    455 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Responsible Generative AI

    Skills you'll gain: Responsible AI, Generative AI, Governance, Data Governance, Data Ethics, Compliance Management, Consumer Behaviour, AI Enablement, Social Impact, Business Risk Management, Business Operations, AI Product Strategy, Artificial Intelligence, Risk Analysis, Automation, Stakeholder Management, Operations, Human Resources, Leadership and Management, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    331 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Computer Security and Systems Management

    Skills you'll gain: Windows Servers, Computer Security, Linux Administration, Contingency Planning, Disaster Recovery, Authorization (Computing), Linux, Linux Servers, Microsoft Windows, Authentications, Business Continuity Planning, OSI Models, User Accounts, Group Policy, Security Management, Microsoft Servers, Operating System Administration, Systems Administration, Virtualization, Cybersecurity

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.9K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Health Behavior Change: From Evidence to Action: Yale University
  • Precision Bookkeeping: Records, Reconciliation, Reporting: Coursera
  • Graph Search, Shortest Paths, and Data Structures: Stanford University
  • Foundations of Software Testing and Validation: University of Leeds
  • How to create a Jira SCRUM project: Coursera
  • Finance of Mergers and Acquisitions: Designing an M&A Deal: University of Illinois Urbana-Champaign
  • Programa Especializado en Gerencia de Proyectos Complejos: Universidad de los Andes
  • Cybersecurity Assessment: CompTIA Security+ & CYSA+: IBM
  • Introduction to Reproduction: Northwestern University
  • Goodwill® Career Coach and Navigator: Goodwill Industries International

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