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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: New
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    Coursera

    PowerBI: Visualize & Publish Data

    Skills you'll gain: Business Intelligence, Power BI, Financial Reporting, Business Reporting, Data Presentation, Data Visualization Software, Dashboard, Microsoft Excel, Interactive Data Visualization, Data Cleansing, Data Import/Export, Data Sharing, Data Validation

    Intermediate · Course · 1 - 4 Weeks

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    EDUCBA

    Apply Machine Learning for Predictive Business Analytics

    Skills you'll gain: Model Evaluation, Feature Engineering, Data Preprocessing, Financial Data, Predictive Modeling, Customer Demand Planning, Data-Driven Decision-Making, Exploratory Data Analysis, R Programming, Customer Analysis, Predictive Analytics, Profit and Loss (P&L) Management, Risk Modeling, Inventory Management System, Analytics, Advanced Analytics, Supply Chain Management, Business Analytics, Machine Learning, Business

    Beginner · Specialization · 1 - 3 Months

  • U

    Universidad Austral

    Finanzas Corporativas

    Skills you'll gain: Financial Statement Analysis, Financial Modeling, Corporate Finance, Finance, Financial Management, Financial Analysis, Income Statement, Balance Sheet, Capital Budgeting, Risk Analysis, Risk Management, Investment Management, Financial Forecasting, Cash Flows, Cost Benefit Analysis, Return On Investment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    534 reviews

    Beginner · Course · 1 - 4 Weeks

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    LearnQuest

    Advanced Sales Training: Challenging, Coaching, and Closing

    Skills you'll gain: Overcoming Objections, Consultative Selling, Coaching, Sales Strategy, Sales Training, Sales Prospecting, Collaboration, Consumer Behaviour, Diversity Awareness, Cultural Sensitivity, Upselling, Customer Relationship Management, Virtual Teams, Sales Presentation, Sales Pipelines, Negotiation, Business Communication, Communication Strategies, Virtual Networking, Interpersonal Communications

    Beginner · Specialization · 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, Return On Investment, Performance Analysis, Finance, Equities, Behavioral Economics, Asset Management, Portfolio Risk, Tax Planning, Market Trend, Regression Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    884 reviews

    Intermediate · Course · 1 - 3 Months

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    Coursera

    Project Timelines with Asana

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

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Starweaver

    Generative AI: Transform Your Management Consulting

    Skills you'll gain: Responsible AI, Management Consulting, Business Consulting, Anthropic Claude, Process Mapping, Data Ethics, Google Gemini, Generative AI, Artificial Intelligence, Process Improvement and Optimization, Process Analysis, ChatGPT, Predictive Modeling, Microsoft Copilot, Business Analytics, Presentations, Prompt Engineering, Data Analysis, Change Management, Quality Assurance

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    Coursera

    Engineer Cloud Data for Resiliency & ROI

    Skills you'll gain: Disaster Recovery, Terraform, Infrastructure as Code (IaC), Business Continuity Planning, Capacity Management, Business Continuity, Data Infrastructure, Data Warehousing, Cost Management, Performance Analysis, Data Architecture, Benchmarking, IT Infrastructure, Cloud Deployment, AWS CloudFormation, Cloud Computing Architecture, Automation

    Advanced · Course · 1 - 4 Weeks

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    Coursera

    Nursing Leadership Essentials: Effective Communication

    Skills you'll gain: Nursing Management, Professional Development, Teamwork, Leadership, Care Coordination, Collaboration, Relationship Building, Interpersonal Communications, Patient Safety, Communication, Resilience

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Product Ideation, Design, and Management

    Skills you'll gain: Stakeholder Management, Product Management, Product Development, New Product Development, Wireframing, Financial Statements, Product Design, User Experience Design, Team Leadership, Prototyping, Competitive Analysis, Commercialization, Product Lifecycle Management, Financial Modeling, Value Propositions, Proposal Writing, Innovation, Target Market, Market Opportunities, Ideation

    4.5
    Rating, 4.5 out of 5 stars
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    721 reviews

    Beginner · Specialization · 3 - 6 Months

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    Infosec

    Access Control, Software Protection, System Integrity

    Skills you'll gain: Authentications, OAuth, Android Development, Application Security, Mobile Security, Secure Coding, Authorization (Computing), Security Engineering, Security Controls, Multi-Factor Authentication, Human Factors (Security), Vulnerability Management, Malware Protection, Threat Management, Data Integrity, Risk Management, Debugging, Encryption

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Renewable Energy

    Skills you'll gain: Feasibility Studies, Plant Operations and Management, Project Finance, Electric Power Systems, Electrical Power, Energy and Utilities, Engineering, Basic Electrical Systems, Sustainable Technologies, Systems Of Measurement, Project Implementation, Financial Analysis, Market Dynamics, Climate Change Mitigation, Project Management Life Cycle, Construction Management, Emerging Technologies, Project Management, Environmental Issue, Mechanical Engineering

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • PowerBI: Visualize & Publish Data: Coursera
  • Apply Machine Learning for Predictive Business Analytics: EDUCBA
  • Finanzas Corporativas: Universidad Austral
  • Advanced Sales Training: Challenging, Coaching, and Closing: LearnQuest
  • Investments II: Lessons and Applications for Investors: University of Illinois Urbana-Champaign
  • Project Timelines with Asana: Coursera
  • Generative AI: Transform Your Management Consulting: Starweaver
  • Engineer Cloud Data for Resiliency & ROI: Coursera
  • Nursing Leadership Essentials: Effective Communication: Coursera
  • Product Ideation, Design, and Management: University of Maryland, College Park

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