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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
    M

    Macquarie University

    Influencing: Storytelling, Change Management and Governance

    Skills you'll gain: Risk Management Framework, Persuasive Communication, Storytelling, Influencing, Governance, Risk Management, Change Management, Organizational Change, Communication, Conflict Management, Leadership, Business Transformation, Risk Analysis, Negotiation, Operational Risk, Business Risk Management, Risk Mitigation, Intercultural Competence, Stakeholder Management, Process Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Finanzas corporativas

    Skills you'll gain: Business Valuation, Financial Statement Analysis, Financial Management, Capital Budgeting, Corporate Finance, Finance, Performance Measurement, Business Mathematics, Financial Data, Investment Management, Portfolio Management, Budgeting, Financial Analysis, Return On Investment, Financial Modeling, Balance Sheet, Cost Benefit Analysis, Financial Policy, Project Finance, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Mastering Special Purpose Entities: Analyze and Apply SPE

    Skills you'll gain: Sarbanes Oxley Act (SOX) Compliance, Specialized Accounting, Regulatory Requirements, Financial Regulations, Technical Accounting, Financial Reporting, Financial Statement Analysis, Financial Auditing, Securities (Finance), Investment Management, Financial Analysis, Business Risk Management, Asset Management, Organizational Structure, Consolidation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Entrepreneurial Finance: Strategy and Innovation

    Skills you'll gain: Financial Modeling, Blockchain, FinTech, Portfolio Risk, Entrepreneurial Finance, Financial Market, Business Valuation, Risk Management, Excel Formulas, Emerging Technologies, Cryptography, Risk Analysis, Fundraising and Crowdsourcing, Financial Trading, Probability Distribution, R (Software), Financial Analysis, Entrepreneurship, Finance, Microsoft Excel

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.4K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    Status: Free Trial
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    E

    EDUCBA

    Analyze Investment Banking, Markets & Asset Management

    Skills you'll gain: Derivatives, Futures Exchange, Investment Banking, Investment Management, Asset Management, Portfolio Risk, Financial Analysis, Risk Management, Financial Acumen, Financial Trading, Wealth Management, Financial Market, Investments, Financial Management, Market Data, Securities Trading, Return On Investment, Economic Development, Market Analysis, Risk Analysis

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Web Design for Everybody: Basics of Web Development & Coding

    Skills you'll gain: Wireframing, Responsive Web Design, HTML and CSS, Web Content Accessibility Guidelines, Cascading Style Sheets (CSS), Web Design, Hypertext Markup Language (HTML), Browser Compatibility, Bootstrap (Front-End Framework), Web Design and Development, Javascript, Front-End Web Development, User Interface (UI), Verification And Validation, Web Development, Interactive Design, Usability, Event-Driven Programming, User Interface (UI) Design, Web Development Tools

    4.7
    Rating, 4.7 out of 5 stars
    ·
    35K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Analyze Mortgage-Backed Securities and Credit Risk

    Skills you'll gain: Financial Analysis, Analysis, Risk Management Framework, Risk Modeling, Lending and Underwriting, Portfolio Risk, Bank Regulations, Securities Trading, Market Liquidity, Cash Flows

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Jira: Map, Analyze and Release

    Skills you'll gain: Sprint Retrospectives, User Story, Jira (Software), Performance Metric, Sprint Planning, Release Management, Product Roadmaps, Performance Analysis, Root Cause Analysis, Project Planning, Agile Methodology, Agile Project Management, Team Performance Management, Backlogs, Continuous Improvement Process, Operational Analysis, Collaborative Software, Data-Driven Decision-Making, Prioritization, Descriptive Analytics

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Craft Omni-Channel Marketing Plans

    Skills you'll gain: Marketing Planning, Performance Measurement, Customer Retention, Analysis, Customer Insights, Brand Management

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Accounts Payable & Receivable Operations

    Skills you'll gain: Reconciliation, Accounts Payable, Accounts Receivable, Billing, Billing & Invoicing, Invoicing, QuickBooks (Accounting Software), Cash Flow Forecasting, Spreadsheet Software, Vendor Relationship Management, Fraud detection, Financial Controls, Auditing, Vendor Management, Internal Controls, Payment Processing, Cash Management, Document Management, Financial Reporting, Cash Flows

    3.5
    Rating, 3.5 out of 5 stars
    ·
    8 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Business Strategy

    Skills you'll gain: Growth Strategies, Business Strategy, Strategic Thinking, Plan Execution, Mergers & Acquisitions, Competitive Analysis, Organizational Strategy, Business Ethics, Peer Review, Data-Driven Decision-Making, Corporate Strategy, Strategic Leadership, Business Planning, Strategic Decision-Making, Governance, Stakeholder Management, New Business Development, Business Research, Analysis, Project Management

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

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Evaluate and Mitigate Supplier Risk

    Skills you'll gain: Supplier Management, Risk Mitigation, Risk Management, Supplier Performance Management, Business Risk Management, Risk Analysis, Supply Chain Management, Supply Chain Planning, Technical Communication

    Beginner · Course · 1 - 4 Weeks

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

  • Influencing: Storytelling, Change Management and Governance: Macquarie University
  • Finanzas corporativas: Universidad Nacional Autónoma de México
  • Mastering Special Purpose Entities: Analyze and Apply SPE: EDUCBA
  • Entrepreneurial Finance: Strategy and Innovation: Duke University
  • Analyze Investment Banking, Markets & Asset Management: EDUCBA
  • Web Design for Everybody: Basics of Web Development & Coding: University of Michigan
  • Analyze Mortgage-Backed Securities and Credit Risk: EDUCBA
  • Jira: Map, Analyze and Release: Coursera
  • Craft Omni-Channel Marketing Plans: Coursera
  • Accounts Payable & Receivable Operations: Coursera

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