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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
    U

    University of Pennsylvania

    ESG Risks and Opportunities

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Risk Analysis, Risk Management, Portfolio Risk, Case Studies, Business Risk Management, Stakeholder Management, Corporate Sustainability, Investment Management, Portfolio Management, Stakeholder Analysis, Environmental Management Systems, Investments, Financial Analysis, Sustainable Business, Governance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    776 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    C

    Coursera

    Project Timelines with Asana

    Skills you'll gain: Project Schedules, Scheduling, Stakeholder Communications, Timelines, Dependency Analysis, Coordinating, Milestones (Project Management), Project Management Software, Project Management, Project Planning, Project Coordination, Conflict Management

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    C

    Coursera

    Highlight Data with Excel Conditional Formatting

    Skills you'll gain: Microsoft Excel, Dashboard, Data Visualization, Spreadsheet Software, Data Presentation, Excel Formulas, Stakeholder Communications, Project Coordination, Project Management, Operational Efficiency, Project Planning, Prioritization, Data-Driven Decision-Making, Scheduling, Performance Analysis, Automation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Unilever

    Supply Chain Management and Analytics

    Skills you'll gain: Supply Chain, Demand Planning, Supply Chain Management, Supply Chain Planning, Process Improvement, Capacity Planning, Logistics Management, Sustainable Business, Analytics, Corporate Sustainability, Scheduling, Inventory Management System, Forecasting, Data Analysis, Security Management, Expense Management, Operating Expense, Risk Management, Data Visualization, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    512 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    Investment Management with Python and Machine Learning

    Skills you'll gain: Investment Management, Portfolio Management, Text Mining, Portfolio Risk, Asset Management, Network Analysis, Data Visualization Software, Investments, Machine Learning Methods, Return On Investment, Unstructured Data, Predictive Modeling, Web Scraping, Machine Learning, Social Network Analysis, Financial Statements, Applied Machine Learning, Financial Market, Financial Modeling, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    B

    Banco Interamericano de Desarrollo

    Creative Enterprises

    Skills you'll gain: Entrepreneurship, New Business Development, Market Opportunities, Design Thinking, Lean Methodologies, Innovation, Business Planning, Creativity, Financial Management, Business Management, Fundraising

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Entrepreneurship: Launching an Innovative Business

    Skills you'll gain: Customer Analysis, Commercialization, Product Planning, Business Modeling, Strategic Decision-Making, Innovation, Entrepreneurship, Entrepreneurial Finance, Market Opportunities, Business Planning, New Product Development, Sales Strategy, Sales Pipelines, Ideation, Sales Presentation, Customer Insights, Product Development, Team Building, Capital Markets, Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Introduction to AI

    Skills you'll gain: Generative AI, AI Enablement, Artificial Intelligence and Machine Learning (AI/ML), Machine Learning, Innovation, Critical Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9.9K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    S

    Stanford University

    Game Theory

    Skills you'll gain: Game Theory, Strategic Decision-Making, Mathematical Modeling, Graph Theory, Bayesian Statistics, Behavioral Economics, Probability, Economics, Markov Model, Problem Solving, Algorithms

    4.6
    Rating, 4.6 out of 5 stars
    ·
    4.9K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Inglés Empresarial

    Skills you'll gain: Business Ethics, Sales Presentations, Meeting Facilitation, Graphic Design, English Language, Brainstorming, Negotiation, Purchasing, Verbal Communication Skills, Business Writing, Presentations, Product Planning, Telephone Skills, Business Communication, Advertising, Business Correspondence, Business Planning, Financial Analysis, Communication, Marketing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.1K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    The Art of Negotiation

    Skills you'll gain: Negotiation, Emotional Intelligence, Relationship Building, Conflict Management, Communication, Leadership, Empowerment, Assertiveness, Planning, Adaptability

    4.5
    Rating, 4.5 out of 5 stars
    ·
    3.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Construct Stock Market Indices

    Skills you'll gain: Market Data, Google Sheets, Data Import/Export, Equities, Financial Modeling, Financial Analysis, Financial Market

    4.5
    Rating, 4.5 out of 5 stars
    ·
    203 reviews

    Advanced · Guided Project · Less Than 2 Hours

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

  • ESG Risks and Opportunities: University of Pennsylvania
  • Project Timelines with Asana: Coursera
  • Highlight Data with Excel Conditional Formatting: Coursera
  • Supply Chain Management and Analytics: Unilever
  • Investment Management with Python and Machine Learning: EDHEC Business School
  • Creative Enterprises: Banco Interamericano de Desarrollo
  • Entrepreneurship: Launching an Innovative Business: University of Maryland, College Park
  • Introduction to AI: Google
  • Game Theory: Stanford University
  • Inglés Empresarial: Arizona State University

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