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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
    P

    Pontificia Universidad Católica de Chile

    Inversiones en los mercados de capitales

    Skills you'll gain: Portfolio Management, Investments, Financial Market, Risk Management, Financial Trading, Capital Markets, Equities, Risk Analysis, Derivatives, Fixed Asset

    4.7
    Rating, 4.7 out of 5 stars
    ·
    89 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Unleashing the Impact of your Social Enterprise

    Skills you'll gain: Social Impact, Growth Strategies, Marketing Communications, Sustainable Development, Business Planning, Communication Strategies, Strategic Partnership, Entrepreneurship, Performance Measurement, Innovation, Franchising

    4.6
    Rating, 4.6 out of 5 stars
    ·
    80 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    F

    Fundação Lemann

    Gestão para a Aprendizagem: Módulo Gestão Estratégica

    Skills you'll gain: Planning, Strategic Leadership, Organizational Strategy, Action Oriented, Leadership and Management, Quality Management, Organizational Effectiveness, Analysis, Needs Assessment, Community Development, Program Evaluation, Data-Driven Decision-Making

    4.6
    Rating, 4.6 out of 5 stars
    ·
    146 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    ChatGPT + Excel: Master AI-driven Formulas & Visualizations

    Skills you'll gain: Excel Macros, Excel Formulas, Microsoft Excel, Data Visualization, ChatGPT, Spreadsheet Software, AI Enablement, Data Validation, Prototyping, Data Import/Export

    4.8
    Rating, 4.8 out of 5 stars
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    74 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Mastering Logistics & Supply Chain Management

    Skills you'll gain: Supply Chain, Logistics, Supply Chain Management, Supply Chain Planning, Performance Measurement, Transportation Operations, Operations Management, Sustainable Business, Customer Relationship Building, Corporate Sustainability, Customer Relationship Management, Procurement, Warehouse Management, Supplier Relationship Management, Enterprise Risk Management (ERM), Inventory Control

    4.7
    Rating, 4.7 out of 5 stars
    ·
    35 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Project Leadership: Prioritizing, Managing Risks, Evaluating

    Skills you'll gain: Project Risk Management, Risk Management, Planning, Team Management, Project Implementation, Project Planning, Team Leadership, Project Management, Leadership and Management, Program Evaluation, Leadership, Prioritization, Stakeholder Management, Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    29 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Security Governance & Compliance

    Skills you'll gain: Security Strategy, Cyber Governance, Security Management, Cyber Risk, Compliance Management, Risk Management, Regulatory Compliance, Cyber Security Policies, Cybersecurity, Law, Regulation, and Compliance, Cyber Security Strategy, Governance, NIST 800-53, Security Controls, Procedure Development, Data Governance, Program Standards, Computer Security

    4.7
    Rating, 4.7 out of 5 stars
    ·
    176 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Critical Path Analysis Using Lucidchart

    Skills you'll gain: Project Schedules, Scheduling, Timelines, Project Planning, Project Management Software, Dependency Analysis, Diagram Design

    4.5
    Rating, 4.5 out of 5 stars
    ·
    79 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • 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: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    3D Printing Applications

    Skills you'll gain: Design Thinking, Creative Thinking, Intellectual Property, Conceptual Design, 3D Modeling, Solution Design, Innovation, Prototyping, Social Impact, Manufacturing Processes, Manufacturing and Production, Entrepreneurship

    4.6
    Rating, 4.6 out of 5 stars
    ·
    687 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Launch

    Skills you'll gain: Stakeholder Management, Communication Planning, Agile Project Management, Work Breakdown Structure, Project Scoping, Project Management, Project Schedules, Project Coordination, Project Planning, Leadership and Management, Leadership, Feasibility Studies, Requirements Analysis, Communication

    4.6
    Rating, 4.6 out of 5 stars
    ·
    18 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Generative AI: A Game Changer for Program Managers

    Skills you'll gain: Responsible AI, Program Management, Risk Management, Stakeholder Engagement, AI Enablement, Project Management Institute (PMI) Methodology, Stakeholder Analysis, Generative AI, Strategic Decision-Making, Business Risk Management, Governance, Automation, Benefits Administration

    4.8
    Rating, 4.8 out of 5 stars
    ·
    28 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Inversiones en los mercados de capitales: Pontificia Universidad Católica de Chile
  • Unleashing the Impact of your Social Enterprise: Copenhagen Business School
  • Gestão para a Aprendizagem: Módulo Gestão Estratégica: Fundação Lemann
  • ChatGPT + Excel: Master AI-driven Formulas & Visualizations: Vanderbilt University
  • Mastering Logistics & Supply Chain Management: EDUCBA
  • Project Leadership: Prioritizing, Managing Risks, Evaluating: Coursera
  • Security Governance & Compliance: University of California, Irvine
  • Critical Path Analysis Using Lucidchart: Coursera
  • Fundamentos de la Planificación Financiera con Goldman Sachs 10,000 Women: Goldman Sachs
  • 3D Printing Applications: University of Illinois Urbana-Champaign

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