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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.


Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Habilidades Gerenciales

    Skills you'll gain: Delegation Skills, Supervision, Organizational Skills, Management Training And Development, Creative Thinking, Organizational Strategy, Leadership Development, Strategic Planning, Cognitive flexibility, Creative Problem-Solving, Team Leadership, Leadership, Empathy & Emotional Intelligence, Brainstorming, Emotional Intelligence, Problem Solving, Quality Management, Time Management, Business Planning, Coaching

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SAP

    SAP Technology Consultant

    Skills you'll gain: SAP S/4HANA, System Design and Implementation, Relationship Building, ABAP RESTful Programming Model (RAP), Project Management, Test Script Development, Rapport Building, Project Implementation, Software As A Service, Enterprise Architecture, Enterprise Resource Planning, Consultative Approaches, Solution Architecture, Project Closure, Stakeholder Communications, Product Roadmaps, Test Planning, Workforce Development, Requirements Analysis, Company, Product, and Service Knowledge

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.5K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

    Edureka

    Generative AI for Customer Service Automation

    Skills you'll gain: Miro AI, Customer Engagement, Responsible AI, AI Product Strategy, No-Code Development, Customer experience improvement, Email Automation, Customer Service, Customer Analysis, Automation, Generative AI, Customer Data Management, Customer Communications Management, Customer Relationship Management (CRM) Software, Customer Support, Workflow Management, Artificial Intelligence, Customer and Client Support, Agentic systems, Ethical Standards And Conduct

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    R

    Real Madrid Graduate School Universidad Europea

    Ahead of The Game: The Future of Nutrition and Training

    Skills you'll gain: Leadership, Collaboration, Nutrition and Diet, Precision Medicine, Sports Medicine, Performance Analysis, Meal Planning And Preparation, Data Management, Climate Change Adaptation, Adaptability, Athletic Training, AI Personalization, Communication, Cognitive flexibility, Real Time Data, Environmental Science, Technology Solutions, Health Technology

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    A CISO Guide to Cyber Resilience

    Skills you'll gain: Cyber Security Strategy, Endpoint Security, Zero Trust Network Access, Cybersecurity, Cyber Governance, Cyber Attacks, Incident Response, Incident Management, Cyber Security Policies, Security Management, Identity and Access Management, Disaster Recovery, Cyber Risk, AI Security, Data Security, Cyber Threat Hunting, Business Continuity Planning, Enterprise Security, Security Controls, Security Awareness

    Intermediate · Course · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Coursera

    An Introduction to Fixed Income Securities

    Skills you'll gain: Risk Analysis, Securities (Finance), Financial Analysis, Credit Risk, Financial Market, Portfolio Risk, Investments, Risk Management, Equities, Market Dynamics, Portfolio Management, Finance, Wealth Management, Investment Banking, Return On Investment

    4.5
    Rating, 4.5 out of 5 stars
    ·
    27 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Trabaja inteligentemente, no más duro: Gestión del tiempo para la productividad personal y profesional

    Skills you'll gain: Time Management, Scheduling, Goal Setting, Prioritization, Productivity, Delegation Skills, Personal Development, Organizational Skills, Planning, Self-Awareness, Overcoming Obstacles, Expectation Management, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.8K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Wharton Business Foundations Capstone

    Skills you'll gain: Peer Review, Project Design, Business, Analysis, Business Planning, Marketing Strategy and Techniques, Marketing, Business Analysis, Competitive Analysis, Strategic Thinking, Constructive Feedback, Business Strategy, Accounting, Report Writing, Finance, Financial Accounting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    406 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Commonwealth Education Trust

    Foundations of Teaching for Learning: Curriculum

    Skills you'll gain: Curriculum Development, Teaching, Education and Training, Instructional and Curriculum Design, Course Development, Instructional Strategies, Pedagogy, Student-Centred Learning, Collaboration, Learning Theory, Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    516 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Investments II: Lessons and Applications for Investors

    Skills you'll gain: Investments, Portfolio Management, Finance, Return On Investment, Behavioral Economics, Equities, Financial Market, Asset Management, Portfolio Risk, Performance Analysis, Income Tax, Decision Making, Benchmarking

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    881 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Cambridge

    Foundations of Finance

    Skills you'll gain: Cash Flow Forecasting, Financial Reporting, Cash Flows, Finance, Financial Management, Financial Acumen, Financial Statements, Risk Management, Return On Investment, Business Risk Management, Business Ethics, Stakeholder Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    33 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Foundations of Business Strategy

    Skills you'll gain: Business Strategy, Strategic Thinking, Competitive Analysis, Organizational Strategy, Business Planning, Strategic Decision-Making, Corporate Strategy, Market Analysis, Analysis, Value Propositions

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Habilidades Gerenciales: Universidad Nacional Autónoma de México
  • SAP Technology Consultant: SAP
  • Generative AI for Customer Service Automation : Edureka
  • Ahead of The Game: The Future of Nutrition and Training: Real Madrid Graduate School Universidad Europea
  • A CISO Guide to Cyber Resilience: Packt
  • An Introduction to Fixed Income Securities : Coursera
  • Trabaja inteligentemente, no más duro: Gestión del tiempo para la productividad personal y profesional : University of California, Irvine
  • Wharton Business Foundations Capstone: University of Pennsylvania
  • Foundations of Teaching for Learning: Curriculum: Commonwealth Education Trust
  • Investments II: Lessons and Applications for Investors: University of Illinois Urbana-Champaign

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