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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: Free Trial
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    I

    IESE Business School

    Analysis of Business Problems

    Skills you'll gain: Business Analytics, Business Analysis, Financial Analysis, Strategic Decision-Making, Business Strategy, Organizational Leadership, Analytical Skills, Data-Driven Decision-Making, Complex Problem Solving, Analysis, Market Share, Case Studies, Financial Statements, Marketing, Consumer Behaviour, Decision Making, Team Leadership, Balance Sheet, Working Capital, Branding

    4.7
    Rating, 4.7 out of 5 stars
    ·
    155 reviews

    Mixed · Course · 1 - 3 Months

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    U

    University of California, Irvine

    Gestión de riesgos y cambios de proyectos

    Skills you'll gain: Change Control, Project Controls, Scope Management, Project Risk Management, Project Performance, Change Management, Project Management, Stakeholder Management, Management Reporting, Risk Analysis, Planning, Project Documentation, Stakeholder Communications, Strategic Communication, Leadership and Management, Business Risk Management, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    120 reviews

    Mixed · Course · 1 - 3 Months

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    J

    Johns Hopkins University

    Principles of Management

    Skills you'll gain: Business Ethics, Leadership and Management, Organizational Strategy, Project Management, Leadership Studies, Influencing, Team Management, Conflict Management, Employee Coaching, Strategic Thinking, Team Building, Decision Making, Coaching, Relationship Building, Communication, Business Communication, Active Listening

    4.7
    Rating, 4.7 out of 5 stars
    ·
    594 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    T

    The University of Sydney

    Academic Skills for University Success: Capstone

    Skills you'll gain: Critical Thinking, Research, Problem Solving, Ethical Standards And Conduct, Research Methodologies, Verbal Communication Skills, Writing, Creative Problem-Solving, Brainstorming, Complex Problem Solving, Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.9K reviews

    Mixed · Course · 1 - 3 Months

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    U

    Universidad Austral

    Finanzas para emprendedores

    Skills you'll gain: Financial Analysis, Financial Acumen, Financial Statements, Entrepreneurial Finance, Balance Sheet, Financial Accounting, Income Statement, Business Metrics, Business Valuation, Corporate Finance, Working Capital

    4.7
    Rating, 4.7 out of 5 stars
    ·
    22 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    H

    HRCI

    Compliance and Risk Management

    Skills you'll gain: Occupational Safety And Health, Risk Management, Business Risk Management, Enterprise Risk Management (ERM), Business Continuity, Compliance Management, Regulatory Compliance, Operational Risk, Human Resources Management and Planning, Legal Risk, Governance Risk Management and Compliance, Labor Law, Human Resource Policies, Labor Relations

    4.8
    Rating, 4.8 out of 5 stars
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    376 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    U

    Universidad de los Andes

    Programa Especializado en Gerencia de Proyectos Complejos

    Skills you'll gain: Scope Management, Project Scoping, Feasibility Studies, Work Breakdown Structure, Requirements Management, Project Controls, Project Management Life Cycle, Cost Estimation, Project Management, Estimation, Project Risk Management, Project Schedules, Project Portfolio Management, Project Planning, Strategic Planning, Timelines, Project Design, Crisis Management, Earned Value Management, Project Documentation

    Build toward a degree

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.4K reviews

    Intermediate · Specialization · 3 - 6 Months

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    C

    Case Western Reserve University

    Inspirar el liderazgo a través de la inteligencia emocional

    Skills you'll gain: Emotional Intelligence, Organizational Leadership, Empathy & Emotional Intelligence, Compassion, Leadership, Organizational Change, Leadership and Management, Personal Development, Self-Awareness, Lifelong Learning, Empowerment, Positivity, Stress Management, Relationship Building, Mindfulness, Planning

    4.6
    Rating, 4.6 out of 5 stars
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    128 reviews

    Beginner · Course · 1 - 3 Months

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    U

    Universiteit Leiden

    Taxation of Multinationals for Everyone

    Skills you'll gain: Corporate Tax, Tax Planning, Tax Laws, Tax, Income Tax, Tax Compliance, International Finance

    5
    Rating, 5 out of 5 stars
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    19 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
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    S

    Starweaver

    Personal Productivity, Time Management and Prioritization

    Skills you'll gain: Prioritization, Productivity, Strategic Prioritization, Productivity Software, Ability To Meet Deadlines, Personal Development, Workflow Management, Goal Setting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    379 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    C

    Corporate Finance Institute

    Fundamentals of Credit

    Skills you'll gain: Credit Risk, Loans, Capital Expenditure, General Lending, Consumer Lending, Mortgage Loans, Commercial Lending, Financial Analysis, Loan Origination, Financial Statement Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    40 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Practical Data Science for Data Analysts

    Skills you'll gain: Classification Algorithms, Data Preprocessing, Feature Engineering, Model Evaluation, Data Import/Export, Matplotlib, Data Science, Regression Analysis, Financial Data, Data Analysis, Exploratory Data Analysis, Business Analytics, Data Cleansing, Pandas (Python Package), Machine Learning Algorithms, Statistical Visualization, Financial Analysis, Statistical Modeling, Statistical Analysis, Predictive Analytics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    26 reviews

    Advanced · Specialization · 3 - 6 Months

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

  • Analysis of Business Problems: IESE Business School
  • Gestión de riesgos y cambios de proyectos: University of California, Irvine
  • Principles of Management: Johns Hopkins University
  • Academic Skills for University Success: Capstone: The University of Sydney
  • Finanzas para emprendedores: Universidad Austral
  • Compliance and Risk Management: HRCI
  • Programa Especializado en Gerencia de Proyectos Complejos: Universidad de los Andes
  • Inspirar el liderazgo a través de la inteligencia emocional: Case Western Reserve University
  • Taxation of Multinationals for Everyone: Universiteit Leiden
  • Personal Productivity, Time Management and Prioritization: Starweaver

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