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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
    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
    G

    Google Cloud

    Google Calendar

    Skills you'll gain: Google Workspace, Calendar Management, Setting Appointments, Collaborative Software, Organizational Skills, Productivity Software, Scheduling, Event Management, Data Sharing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    378 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Agile Leadership Capstone

    Skills you'll gain: Agile Methodology, Change Management, Organizational Change, Business Transformation, Agile Project Management, Innovation, Culture Transformation, Leadership, Sprint Planning, Personal Development, Backlogs, Strategic Planning, Goal Setting, Prioritization

    4.9
    Rating, 4.9 out of 5 stars
    ·
    458 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Introduction to Integrative Therapies and Healing Practices

    Skills you'll gain: Treatment Planning, Health Care Procedure and Regulation, Patient Safety, Pain Management, Health Care, Clinical Practices, Health Promotion, Health And Wellness Coaching, Patient Education And Counseling, Mental and Behavioral Health, Science and Research, Patient-centered Care, Clinical Research, Regulatory Compliance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    468 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Getting Started with Front-End and Web Development

    Skills you'll gain: Application Development, User Interface and User Experience (UI/UX) Design, Web Design and Development, Front-End Web Development, No-Code Development, WordPress, Web Applications, Web Development, Full-Stack Web Development, Back-End Web Development, Content Management Systems

    4.6
    Rating, 4.6 out of 5 stars
    ·
    407 reviews

    Beginner · Course · 1 - 3 Months

  • U

    Universidad de los Andes

    Fundamentos de probabilidad y aplicaciones

    Skills you'll gain: Probability, Probability Distribution, Applied Mathematics, Statistics, Risk Management, Risk Modeling, Combinatorics, Descriptive Statistics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    180 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of London

    Fundamentals of Marketing Strategy

    Skills you'll gain: Marketing Planning, Marketing Strategies, Marketing Strategy and Techniques, Strategic Marketing, Competitive Analysis, Market Analysis, Marketing, Marketing Management, Business Strategy, Market Dynamics, Target Market, Auditing, Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    301 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Essential English for Business Professionals

    Skills you'll gain: Presentations, English Language, Verbal Communication Skills, Communication, Non-Verbal Communication, Entrepreneurship, Microsoft PowerPoint, Business Communication, Sales, Interpersonal Communications, Project Management, Business Leadership, Crisis Management, Organizational Structure, Marketing, Leadership and Management, Business, Vocabulary, Telecommuting, Human Resources

    4.7
    Rating, 4.7 out of 5 stars
    ·
    213 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Corporate Governance

    Skills you'll gain: Governance, Stakeholder Engagement, Regulatory Compliance, Compliance Management, Risk Management, Business Ethics, Stakeholder Management, Corporate Strategy, Corporate Communications, Business Management, Corporate Sustainability, Business Reporting, Accountability

    4.7
    Rating, 4.7 out of 5 stars
    ·
    332 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Inglés Empresarial: Finanzas y Economía

    Skills you'll gain: Business Ethics, Negotiation, Purchasing, Business Writing, Business Communication, Decision Making, Forecasting, Auditing, Communication, Budgeting, Influencing, Vocabulary, English Language, Leadership, Financial Acumen, Presentations, Communication Strategies, Business Economics, Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    412 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    C# for .NET Developers

    Skills you'll gain: C# (Programming Language), ASP.NET, .NET Framework, Object Oriented Programming (OOP), Web Applications, Programming Principles, Web Development, Debugging, Event-Driven Programming, Development Environment

    4.1
    Rating, 4.1 out of 5 stars
    ·
    302 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Beyond the Financials: Insights, Analysis and Valuations

    Skills you'll gain: Financial Reporting, Financial Statement Analysis, Business Valuation, Financial Statements, Financial Analysis, Analysis, Financial Forecasting, Financial Modeling, Generally Accepted Accounting Principles (GAAP), Business Metrics, Business Strategy

    4.6
    Rating, 4.6 out of 5 stars
    ·
    19 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Effective Sales – An Overview: Fundação Instituto de Administração
  • Google Calendar: Google Cloud
  • Agile Leadership Capstone: University of Colorado System
  • Introduction to Integrative Therapies and Healing Practices: University of Minnesota
  • Getting Started with Front-End and Web Development: IBM
  • Fundamentos de probabilidad y aplicaciones: Universidad de los Andes
  • Fundamentals of Marketing Strategy: University of London
  • Essential English for Business Professionals: University of California, Irvine
  • Corporate Governance: Coursera
  • Inglés Empresarial: Finanzas y Economía: Arizona State University

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