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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


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    A

    AI CERTs

    AI for Medical Professionals

    Skills you'll gain: AI Personalization, Applied Machine Learning, Model Evaluation

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Finance of Mergers and Acquisitions: Valuation and Pricing

    Skills you'll gain: Mergers & Acquisitions, Business Valuation, Private Equity, Financial Analysis, Financial Modeling, Corporate Finance, Corporate Strategy, Market Data, Cash Flows, Risk Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    288 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Regulatory Compliance

    Skills you'll gain: Compliance Training, Compliance Management, Health Insurance Portability And Accountability Act (HIPAA) Compliance, General Data Protection Regulation (GDPR), Medical Privacy, Regulation and Legal Compliance, Legal Risk, Information Privacy, Governance Risk Management and Compliance, Personally Identifiable Information, Compliance Reporting, Law, Regulation, and Compliance, Regulatory Compliance, Regulatory Requirements, Compliance Auditing, Internal Communications, Procedure Development, Business Ethics, Risk Management, Business Strategy

    4.8
    Rating, 4.8 out of 5 stars
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    2.8K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    IELTS Preparation

    Skills you'll gain: Time Management, Oral Comprehension, Quick Learning, Active Listening, Literacy, Language Competency, Public Speaking, Learning Strategies, Verbal Communication Skills, Grammar, Concision, Composure, Analytical Skills, Planning, Detail Oriented, Vocabulary, English Language, Adaptability

    4.6
    Rating, 4.6 out of 5 stars
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    2K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    M

    Microsoft

    Microsoft Project Management: Build Job-Ready Skills

    Skills you'll gain: Stakeholder Management, Team Management, Stakeholder Analysis, Virtual Teams, Scheduling, Conflict Management, Project Schedules, Project Management Life Cycle, Project Management, Risk Mitigation, Teamwork, Project Management Office (PMO), Procurement, Project Coordination, Kanban Principles, Performance Measurement, Risk Management, Communication, Planning, Budgeting

    4.7
    Rating, 4.7 out of 5 stars
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    698 reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    LearnQuest

    Strategic Foundations for CRO Leadership

    Skills you'll gain: Sales Pipelines, Sales Process, Sales Management, Regional Sales, Sales Territory Management, Sales Strategy, Sales Training, Talent Management, Revenue Management, Cross-Functional Team Leadership, Employee Coaching, Customer Relationship Management (CRM) Software, Data-Driven Decision-Making, Target Market, Market Opportunities, Marketing Analytics, Recruitment, Key Performance Indicators (KPIs)

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    T

    The University of Edinburgh

    Code Yourself! An Introduction to Programming

    Skills you'll gain: Software Engineering, Programming Principles, Animation and Game Design, Software Development, Software Design, Event-Driven Programming, Computer Programming, Computational Thinking, Debugging, Algorithms

    4.7
    Rating, 4.7 out of 5 stars
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    3.7K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Product Cost and Investment Cash Flow Analysis

    Skills you'll gain: Cost Estimation, Cost Management, Financial Modeling, Investment Management, Risk Management, Finance, Spreadsheet Software, Financial Planning, Financial Analysis, Financial Management, Cost Accounting, Business Mathematics, Return On Investment, Cash Flows, Product Management

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
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    88 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Análisis Financiero

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Capital Budgeting, Project Finance, Cash Flows, Return On Investment, Financial Modeling, Cash Management, Investment Management, Working Capital, Capital Markets, Equities, Investments, Corporate Finance, Bankruptcies, Tax

    4.9
    Rating, 4.9 out of 5 stars
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    708 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Cryptocurrency and Blockchain: An Introduction to Digital Currencies

    Skills you'll gain: Blockchain, Cryptography, Digital Assets, Investments, Portfolio Management, FinTech, Portfolio Risk, Asset Management, Financial Analysis, Financial Market, Emerging Technologies, Finance, Payment Systems, Encryption, Risk Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    1.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Operations Analytics

    Skills you'll gain: Descriptive Analytics, Business Analytics, Analytics, Predictive Analytics, Operational Analysis, Business Operations, Data Analysis, Operations Management, Data-Driven Decision-Making, Demand Planning, Forecasting, Simulation and Simulation Software, Business Modeling, Inventory and Warehousing, Process Optimization, Risk Analysis, Excel Formulas, Supply Chain Planning, Decision Making, Strategic Decision-Making

    4.7
    Rating, 4.7 out of 5 stars
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    5.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    ESSEC Business School

    Hotel Management: Distribution, Revenue and Demand Management

    Skills you'll gain: Revenue Management, Hospitality Management, Competitive Analysis, Digital Marketing, Data-Driven Decision-Making, Stakeholder Communications, Forecasting, Budgeting, Demand Generation, Hotel Operations, Asset Management, Hospitality, Marketing, Financial Forecasting, Strategic Marketing, Target Market, Financial Analysis, Strategic Planning, Marketing Channel, Business Modeling

    4.6
    Rating, 4.6 out of 5 stars
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    2.2K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • AI for Medical Professionals: AI CERTs
  • Finance of Mergers and Acquisitions: Valuation and Pricing: University of Illinois Urbana-Champaign
  • Regulatory Compliance: University of Pennsylvania
  • IELTS Preparation: University of California, Irvine
  • Microsoft Project Management: Build Job-Ready Skills: Microsoft
  • Strategic Foundations for CRO Leadership: LearnQuest
  • Code Yourself! An Introduction to Programming: The University of Edinburgh
  • Product Cost and Investment Cash Flow Analysis : University of Colorado Boulder
  • Análisis Financiero: Pontificia Universidad Católica de Chile
  • Cryptocurrency and Blockchain: An Introduction to Digital Currencies: University of Pennsylvania

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