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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


  • I

    IE Business School

    Critical Perspectives on Management

    Skills you'll gain: Innovation, Business Management, Performance Management, Governance, Case Studies, Organizational Effectiveness, Corporate Strategy, Business Leadership, Decision Making, Behavioral Economics, Ancient History, Organizational Structure, Business Strategy, Social Studies, Economics, Market Dynamics, Storytelling

    4.8
    Rating, 4.8 out of 5 stars
    ·
    313 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Setting Expectations & Assessing Performance Issues

    Skills you'll gain: Team Performance Management, Expectation Management, Performance Management, Key Performance Indicators (KPIs), Employee Coaching, Employee Performance Management, Coaching, Accountability, Performance Analysis, Gap Analysis, Performance Improvement, Constructive Feedback, Goal Setting, Mentorship

    4.8
    Rating, 4.8 out of 5 stars
    ·
    716 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Investing using Value, Growth, Momentum and Economics

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Investments, Supply And Demand, Real Estate, Income Statement, Risk Management, Market Dynamics, Market Trend, Portfolio Management, Growth Strategies, Business Economics, Portfolio Risk, Economics, Business Valuation, Financial Trading, Technical Analysis, Research

    4.5
    Rating, 4.5 out of 5 stars
    ·
    51 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    T

    The State University of New York

    How to Get Skilled: Introduction to Individual Skills Management (Project-Centered Course)

    Skills you'll gain: Benchmarking, Professional Development, Smart Goals, Planning, Performance Analysis, Job Analysis, Human Capital, Organizational Skills, Personal Development, Dashboard, Microsoft Excel, Goal Setting, Business Strategy, Writing

    4.1
    Rating, 4.1 out of 5 stars
    ·
    226 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Advanced Understanding of Stocks and Bonds

    Skills you'll gain: Securities (Finance), Equities, Investments, Financial Analysis, Financial Market, Corporate Finance, Business Valuation, Financial Modeling, Finance, Risk Analysis, Cash Flows, Growth Strategies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    65 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Philosophy, Science and Religion: Religion and Science

    Skills you'll gain: Discussion Facilitation, Culture, Research, Diversity Awareness, Science and Research, Systems Thinking, Anthropology, Biology, Physical Science, Ethical Standards And Conduct

    4.7
    Rating, 4.7 out of 5 stars
    ·
    207 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    ITIL V4 Introduction to Service Management Concept

    Skills you'll gain: Service Management, Information Technology Infrastructure Library, Service Improvement, IT Service Management, Technical Management, IT Management, Continuous Improvement Process, Quality Improvement, Process Management, Operations Management, Information Technology, Business Process Management, Stakeholder Management, Governance, Change Management, Risk Management, Value Propositions

    4.7
    Rating, 4.7 out of 5 stars
    ·
    245 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Leading Sustainable Community Transformation

    Skills you'll gain: Systems Thinking, Trustworthiness, Cross-Functional Collaboration, Project Planning, Stakeholder Analysis, Business Systems Analysis, Sustainable Development, Strategic Leadership, Social Impact, Team Leadership, Relationship Building, Business Leadership, Sustainable Business, Diversity and Inclusion, Strategic Thinking, Cultural Responsiveness, Project Management, Organizational Strategy, Communication Strategies, Ethical Standards And Conduct

    4.4
    Rating, 4.4 out of 5 stars
    ·
    252 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Project Management: Tools, Approaches, Behavioural Skills

    Skills you'll gain: Agile Project Management, Planning, Agile Methodology, Scrum (Software Development), Scaled Agile Framework, User Story, Sprint Planning, Team Building, People Management, Teamwork, Risk Management, Sprint Retrospectives, Culture Transformation, Backlogs, Project Design, Timelines, Organizational Skills, Resource Management, Business Management, Performance Metric

    4.8
    Rating, 4.8 out of 5 stars
    ·
    368 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Social Entrepreneurship

    Skills you'll gain: Social Impact, Growth Strategies, Team Oriented, Marketing Communications, Business Modeling, Business Planning, Sustainable Development, Organizational Structure, Entrepreneurship, Market Opportunities, Communication Strategies, Business Strategy, Strategic Partnership, Community Development, Sustainable Business, Performance Measurement, Fundraising, Entrepreneurial Finance, Needs Assessment, Team Building

    4.6
    Rating, 4.6 out of 5 stars
    ·
    411 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free
    Free
    É

    École normale supérieure

    Les transitions énergétique & écologique dans les pays du Sud

    Skills you'll gain: Sustainable Development, Energy and Utilities, Economic Development, Sustainable Business, Socioeconomics, Environmental Science, Environment and Resource Management, Climate Change Mitigation, Governance, General Finance, Economics, Environmental Policy, Financial Regulation, Public Policies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    391 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Introduction to Risk Management

    Skills you'll gain: Enterprise Risk Management (ERM), Financial Services, Risk Management, Credit Risk, Operational Risk, Banking, Financial Regulation, Risk Analysis, Business Risk Management, Governance Risk Management and Compliance, Risk Mitigation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    71 reviews

    Beginner · Course · 1 - 3 Months

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

  • Critical Perspectives on Management: IE Business School
  • Setting Expectations & Assessing Performance Issues: University of California, Davis
  • Investing using Value, Growth, Momentum and Economics: Interactive Brokers
  • How to Get Skilled: Introduction to Individual Skills Management (Project-Centered Course): The State University of New York
  • Advanced Understanding of Stocks and Bonds: University of Michigan
  • Philosophy, Science and Religion: Religion and Science: The University of Edinburgh
  • ITIL V4 Introduction to Service Management Concept: EDUCBA
  • Leading Sustainable Community Transformation: University of Colorado Boulder
  • Project Management: Tools, Approaches, Behavioural Skills: Politecnico di Milano
  • Social Entrepreneurship: Copenhagen Business School

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