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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

    Microsoft

    PMP Formulas

    Skills you'll gain: Earned Value Management, Project Schedules, Procurement, Financial Analysis, Project Performance, Cost Management, Project Estimation, Microsoft Excel, Investment Management, Return On Investment, Variance Analysis, Forecasting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    50 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University at Buffalo

    Solar Energy and Electrical System Design

    Skills you'll gain: Electrical Systems, Electrical Wiring, HVAC, Building Design, Construction Inspection, Basic Electrical Systems, Engineering Calculations, Architectural Design, System Requirements, Mechanical Design, Building Codes, Structural Analysis, Cost Estimation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    727 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidad Nacional Autónoma de México

    Seguridad hídrica

    Skills you'll gain: Water Sustainability, Water Resources, Water Resource Management, Hydrology, Water Quality, Climate Change Adaptation, Sanitation, Sustainable Development, Environmental Resource Management, Environmental Science, Risk Management, Governance, Policy Development

    4.9
    Rating, 4.9 out of 5 stars
    ·
    500 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    W

    West Virginia University

    Account Management & Sales Force Design

    Skills you'll gain: Sales Management, Sales Strategy, Account Management, Sales, Sales Process, Sales Training, Inside Sales, Selling Techniques, Business Strategy, Outside Sales, Recruitment

    4.5
    Rating, 4.5 out of 5 stars
    ·
    305 reviews

    Mixed · Course · 1 - 4 Weeks

  • I

    IE Business School

    Critical Perspectives on Management

    Skills you'll gain: Innovation, Business Management, Performance Management, Governance, Case Studies, Organizational Effectiveness, Corporate Strategy, Business Leadership, Decision Making, Behavioral Economics, Ancient History, Organizational Structure, Business Strategy, Social Studies, Economics, Market Dynamics, Storytelling

    4.8
    Rating, 4.8 out of 5 stars
    ·
    313 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Setting Expectations & Assessing Performance Issues

    Skills you'll gain: Team Performance Management, Expectation Management, Performance Management, Key Performance Indicators (KPIs), Employee Coaching, Employee Performance Management, Coaching, Accountability, Performance Analysis, Gap Analysis, Performance Improvement, Constructive Feedback, Goal Setting, Mentorship

    4.8
    Rating, 4.8 out of 5 stars
    ·
    716 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The State University of New York

    How to Get Skilled: Introduction to Individual Skills Management (Project-Centered Course)

    Skills you'll gain: Benchmarking, Professional Development, Smart Goals, Planning, Performance Analysis, Job Analysis, Human Capital, Organizational Skills, Personal Development, Dashboard, Microsoft Excel, Goal Setting, Business Strategy, Writing

    4.1
    Rating, 4.1 out of 5 stars
    ·
    226 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Effective Sales – An Overview

    Skills you'll gain: Sales Management, Sales Strategy, Sales Process, Sales, Business Planning, Business Strategy, Cross-Functional Collaboration, Customer Relationship Building, Key Performance Indicators (KPIs), Goal Setting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    288 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Philosophy, Science and Religion: Religion and Science

    Skills you'll gain: Discussion Facilitation, Culture, Research, Diversity Awareness, Science and Research, Systems Thinking, Anthropology, Biology, Physical Science, Ethical Standards And Conduct

    4.7
    Rating, 4.7 out of 5 stars
    ·
    207 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    I

    IE Business School

    Foundations of Strategy

    Skills you'll gain: Competitive Analysis, Business Strategy, Economics, Market Dynamics, Business Economics, Strategic Thinking, Market Analysis, Strategic Planning, Corporate Strategy, Resource Management, Business Process

    4.8
    Rating, 4.8 out of 5 stars
    ·
    207 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Portfolio Optimization using Markowitz Model

    Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Modeling, Correlation Analysis, Investment Management, Financial Analysis, Risk Modeling

    4.4
    Rating, 4.4 out of 5 stars
    ·
    328 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Introduction to Healthcare Accounting

    Skills you'll gain: Financial Statements, Financial Accounting, Financial Statement Analysis, Financial Analysis, Balance Sheet, Financial Acumen, Accounting, Profit and Loss (P&L) Management, Cash Flows, Resource Management, Healthcare Industry Knowledge, Financial Management, Accounts Receivable, Asset Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    23 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • PMP Formulas: Microsoft
  • Solar Energy and Electrical System Design: University at Buffalo
  • Seguridad hídrica: Universidad Nacional Autónoma de México
  • Account Management & Sales Force Design: West Virginia University
  • Critical Perspectives on Management: IE Business School
  • Setting Expectations & Assessing Performance Issues: University of California, Davis
  • How to Get Skilled: Introduction to Individual Skills Management (Project-Centered Course): The State University of New York
  • Effective Sales – An Overview: Fundação Instituto de Administração
  • Philosophy, Science and Religion: Religion and Science: The University of Edinburgh
  • Foundations of Strategy: IE Business School

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