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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


  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Product Development for Technical Managers

    Skills you'll gain: New Product Development, Product Development, Product Strategy, Product Design, Design Thinking, Product Planning, Innovation, Persona Development, Product Management, Team Management, Product Lifecycle Management, Prototyping, Market Research, Sustainable Business, Agile Product Development, Marketing, Product Roadmaps, Sustainable Design, Ideation, Commercialization

    Build toward a degree

    4.9
    Rating, 4.9 out of 5 stars
    ·
    37 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Understanding Prostate Cancer

    Skills you'll gain: Patient Education And Counseling, Radiation Therapy, Diagnostic Tests, Oncology, Pain Management, Preventative Care, Pathology, Urology, Patient Treatment, Treatment Planning, Surgery, Care Management, Clinical Trials, Risk Analysis, Pharmacotherapy, Medical Imaging

    4.8
    Rating, 4.8 out of 5 stars
    ·
    754 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    É

    École Polytechnique Fédérale de Lausanne

    Management of Urban Infrastructures – part 1

    Skills you'll gain: Energy and Utilities, Case Studies, Transportation Management, Facility Management, Water Sustainability, Operations Management, Civil Engineering, Stakeholder Management, Sustainable Development, Project Management, Environmental Issue, Policy Analysis, Economics, Socioeconomics

    4.6
    Rating, 4.6 out of 5 stars
    ·
    802 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    ESSEC Business School

    Hôtel “De l'étoile” - a hotel in crisis?

    Skills you'll gain: Revenue Management, Competitive Analysis, Stakeholder Communications, Hospitality Management, Hotel Operations, Financial Analysis, Strategic Planning, Presentations, Case Studies, Business Planning, Brand Management, Market Analysis, Profit and Loss (P&L) Management, Decision Making

    4.6
    Rating, 4.6 out of 5 stars
    ·
    117 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    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
    ·
    155 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    The GRC Approach to Managing Cybersecurity

    Skills you'll gain: Cyber Governance, Cyber Security Policies, Cyber Security Strategy, Security Management, Cyber Risk, Cybersecurity, Risk Management Framework, Continuous Monitoring, Security Controls, Enterprise Security, Information Privacy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    365 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Project Scheduling: Estimate Activity Durations

    Skills you'll gain: Project Estimation, Project Schedules, Work Breakdown Structure, Estimation, Scheduling, Timelines, Project Planning, Project Management, Probability & Statistics

    4.5
    Rating, 4.5 out of 5 stars
    ·
    200 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    J

    Johns Hopkins University

    Confronting Gender Based Violence: Global Lessons for Healthcare Workers

    Skills you'll gain: Health Care, Clinical Assessment, Primary Care, Psychosocial Assessments, Maternal Health, Health Assessment, Public Health and Disease Prevention, Patient-centered Care, Behavioral Health, Obstetrics And Gynecology, Gynecology, Community Health, Health Technology, Cultural Diversity, Health Policy, Safety and Security

    4.8
    Rating, 4.8 out of 5 stars
    ·
    279 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Microsoft Program Management

    Skills you'll gain: Earned Value Management, Stakeholder Management, Program Management, Stakeholder Communications, Agile Project Management, Stakeholder Engagement, Project Management Office (PMO), Agile Methodology, Project Performance, Team Leadership, Project Schedules, Virtual Teams, Team Building, Conflict Management, Change Management, Project Management Life Cycle, Return On Investment, Strategic Leadership, Communication, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    159 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Effective Sales – An Overview

    Skills you'll gain: Sales Management, Sales Strategy, Sales Process, Sales, Business Planning, Business Strategy, Cross-Functional Collaboration, Customer Relationship Building, Key Performance Indicators (KPIs), Goal Setting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    288 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tally Education and Distribution Services Private Limited

    Basics of Statutory Compliance and Taxation

    Skills you'll gain: Accounting Software, Accounting and Finance Software, Tax Returns, Data Import/Export, Tax Management, Tax, Tax Compliance, Bookkeeping, Billing & Invoicing, Ledgers (Accounting), Financial Accounting, Financial Reporting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    47 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Peer-to-Peer Protocols and Local Area Networks

    Skills you'll gain: Local Area Networks, Network Protocols, Computer Networking, TCP/IP, Network Performance Management, OSI Models, Wireless Networks, Telecommunications, Network Analysis, Data Integrity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    537 reviews

    Mixed · Course · 1 - 3 Months

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

  • Product Development for Technical Managers: University of Colorado Boulder
  • Understanding Prostate Cancer: Johns Hopkins University
  • Management of Urban Infrastructures – part 1: École Polytechnique Fédérale de Lausanne
  • Hôtel “De l'étoile” - a hotel in crisis? : ESSEC Business School
  • Becoming a Sports Agent: Case Western Reserve University
  • The GRC Approach to Managing Cybersecurity: Kennesaw State University
  • Project Scheduling: Estimate Activity Durations: Coursera
  • Confronting Gender Based Violence: Global Lessons for Healthcare Workers: Johns Hopkins University
  • Microsoft Program Management: Microsoft
  • Effective Sales – An Overview: Fundação Instituto de Administração

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