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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Programación y presupuesto del proyecto

    Skills you'll gain: Cost Management, Project Controls, Project Schedules, Project Performance, Earned Value Management, Cost Estimation, Project Estimation, Budget Management, Timelines, Scheduling, Project Planning, Cost Control, Microsoft Project, Budgeting, Performance Measurement, Resource Allocation, Key Performance Indicators (KPIs), Performance Analysis, Estimation, Resource Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.6K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    CISSP Certified Information Systems Security Professional

    Skills you'll gain: Identity and Access Management, Computer Security Incident Management, Network Security, Cryptography, AWS Identity and Access Management (IAM), Encryption, User Provisioning, Security Management, Penetration Testing, Vulnerability Scanning, ISO/IEC 27001, Information Systems Security, Network Architecture, Computer Networking, DevSecOps, Risk Management, OAuth, Data Management, Software Development Methodologies, Cybersecurity

    4.8
    Rating, 4.8 out of 5 stars
    ·
    140 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Michigan

    Mindware: Critical Thinking for the Information Age

    Skills you'll gain: Data Analysis, Analytical Skills, Experimentation, Critical Thinking, Research Design, Behavioral Economics, Decision Making, Regression Analysis, Statistical Inference, Probability, Correlation Analysis, Adaptability

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Investing: Setting Standards & Conducting Analysis

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Development, Corporate Sustainability, Sustainability Standards, Environmental Regulations, Regulatory Compliance, Risk Analysis, Investments, Social Impact, Water Sustainability, Portfolio Management, Financial Market, Financial Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    72 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Mastering Portfolio Analysis

    Skills you'll gain: Portfolio Risk, Portfolio Management, Financial Analysis, Financial Data, Analysis, Data Analysis, Risk Management, Quantitative Research, Performance Analysis, Market Data, Financial Modeling, Investments, Asset Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    36 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Deep Teaching Solutions

    Critical Thinking: A Brain-Based Guide for the ChatGPT Era

    Skills you'll gain: Logical Reasoning, Mental Concentration, Behavioral Economics, Innovation, Social Sciences, Artificial Intelligence, Persuasive Communication, Self-Awareness, Verbal Communication Skills, Scientific Methods

    4.7
    Rating, 4.7 out of 5 stars
    ·
    180 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Palliative Care: It's Not Just Hospice Anymore

    Skills you'll gain: Pain Management, Hospice, Patient-centered Care, Patient Communication, Patient Education And Counseling, Care Management, Patient Evaluation, Patient Advocacy, Active Listening, Compassion, Treatment Planning, Healthcare Ethics, Respiratory Care, Empathy, Self-Awareness, Health Assessment, Psychiatric Assessments, Clinical Assessment, Care Coordination, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    500 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    Universidad de los Andes

    Introducción al desarrollo web

    Skills you'll gain: HTML and CSS, Responsive Web Design, Hypertext Markup Language (HTML), Web Design and Development, Bootstrap (Front-End Framework), Web Design, Cascading Style Sheets (CSS), Web Development, Front-End Web Development, UI Components, Typography

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    178 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Leeds

    Major Engineering Projects: Governance, Risk and Scope

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, Engineering Management, Scope Management, Risk Management, Project Scoping, Stakeholder Analysis, Project Risk Management, Project Management, Business Risk Management, Governance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    305 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Excellence Capstone

    Skills you'll gain: Financial Statements, Supply Chain Management, Case Studies, Financial Analysis, Supply Chain Planning, Process Mapping, Logistics, Product Strategy, Income Statement, Business Strategy, Organizational Change, IT Management, Balance Sheet, Information Systems, Change Management, Complex Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    24 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    AI Applications in People Management

    Skills you'll gain: Responsible AI, Human Resources, Data Ethics, Data-Driven Decision-Making, Artificial Intelligence and Machine Learning (AI/ML), People Management, Artificial Intelligence, Employee Engagement, Machine Learning, Employee Retention, Blockchain

    4.7
    Rating, 4.7 out of 5 stars
    ·
    318 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Omnichannel Retail Strategy

    Skills you'll gain: Human Capital, Employee Retention, Workforce Development, Human Resource Strategy, Employee Training, Digital Transformation, Organizational Strategy, Employee Engagement, Supply Chain Management, Human Resources Management and Planning, E-Commerce, Customer experience strategy (CX), Brand Strategy, Analytics, Talent Management, Retail Store Operations, Marketing Strategies, Business Technologies, Customer Insights, Performance Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    414 reviews

    Beginner · Specialization · 1 - 3 Months

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

  • Programación y presupuesto del proyecto: Tecnológico de Monterrey
  • CISSP Certified Information Systems Security Professional: Packt
  • Mindware: Critical Thinking for the Information Age : University of Michigan
  • ESG Investing: Setting Standards & Conducting Analysis: Interactive Brokers
  • Mastering Portfolio Analysis : Coursera
  • Critical Thinking: A Brain-Based Guide for the ChatGPT Era: Deep Teaching Solutions
  • Palliative Care: It's Not Just Hospice Anymore: University of Colorado System
  • Introducción al desarrollo web: Universidad de los Andes
  • Major Engineering Projects: Governance, Risk and Scope: University of Leeds
  • Supply Chain Excellence Capstone: Rutgers the State University of New Jersey

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