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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
    Free Trial
    U

    University of Minnesota

    Advanced Models for Decision Making

    Skills you'll gain: Operations Research, Supply Chain, Workforce Management, Business Analytics, Applied Mathematics, Mathematical Modeling, Process Optimization, Manufacturing Operations, Operations Management, Workforce Planning, Financial Modeling, Business Analysis, Microsoft Excel, Resource Allocation, Finance, Analytics, Production Planning, Portfolio Management, Investment Management, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    56 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidade de São Paulo

    Criação de Startups: Como desenvolver negócios inovadores

    Skills you'll gain: Market Analysis, Entrepreneurship, Market Opportunities, Business Modeling, User Research, Marketing, Product Development, Digital Marketing, New Business Development, Innovation, Business Development, Business Strategy, Process Validation, Business Operations, Team Building, Investments, Presentations

    4.8
    Rating, 4.8 out of 5 stars
    ·
    614 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    El arte de negociar

    Skills you'll gain: Negotiation, Contract Negotiation, Price Negotiation, Leadership, Communication, Empowerment, Influencing, Assertiveness, Planning, Emotional Intelligence, Adaptability

    4.7
    Rating, 4.7 out of 5 stars
    ·
    530 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Get started with Asana

    Skills you'll gain: Project Management Software, Project Management, Project Coordination, Workflow Management, Timelines, Organizational Skills, Collaborative Software, Project Planning, Team Management, User Accounts

    4.7
    Rating, 4.7 out of 5 stars
    ·
    161 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Business Analyst (ECBA) Certificate Preparation 

    Skills you'll gain: Business Analysis, Business Process Modeling, Stakeholder Analysis, Process Optimization, Requirements Management, Business Requirements, Stakeholder Management, Process Analysis, Data Modeling, Agile Methodology, Stakeholder Engagement, Requirements Analysis, Process Improvement, User Story, Project Management, Data Flow Diagrams (DFDs), Risk Management, Plan Execution, Project Planning, Needs Assessment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    102 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    Università di Napoli Federico II

    Finance

    Skills you'll gain: Market Liquidity, Financial Market, Portfolio Management, Securities Trading, Investments, Securities (Finance), Equities, Portfolio Risk, Financial Trading, Capital Markets, Finance, Market Dynamics, Risk Analysis, Economics, Fixed Asset, Market Data, Derivatives, Technical Analysis, Statistical Methods, Financial Modeling

    4.4
    Rating, 4.4 out of 5 stars
    ·
    8 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Entrepreneurship Capstone

    Skills you'll gain: Customer Analysis, Business Planning, Sales Pipelines, Sales Strategy, Customer Insights, Sales Management, Entrepreneurship, Sales Process, Market Analysis, Innovation, Marketing Planning, Marketing, Market Research, Product Management, Product Development, Commercialization, New Business Development, Process Validation, Business Strategies, Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    272 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    How to Create Video for Online Courses

    Skills you'll gain: Video Production, Videography, Post-Production, Video Editing, Course Development, Storyboarding, Media Production, Cinematography, Web Content Accessibility Guidelines, Developing Training Materials, Content Creation, Storytelling, Editing, Writing, Creativity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    236 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    G

    Google

    Google Agile Essentials

    Skills you'll gain: Scrum (Software Development), Agile Project Management, Backlogs, Sprint Planning, Agile Methodology, User Story, Data-Driven Decision-Making, Project Estimation, Scaled Agile Framework, Agile Product Development, Sprint Retrospectives, Waterfall Methodology, Lean Methodologies, Project Performance, Kanban Principles, Product Management, Project Management, Prioritization, Estimation, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    63 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    EC-Council

    Digital Forensics Essentials (DFE)

    Skills you'll gain: Digital Forensics, Malware Protection, Cybersecurity, Cyber Attacks, Threat Detection, Data Integrity, Data Storage, Network Analysis, Microsoft Windows, Mac OS, Linux, Web Applications, File Systems

    4.7
    Rating, 4.7 out of 5 stars
    ·
    182 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Create Compelling Business Cases

    Skills you'll gain: Risk Management, Proposal Writing, Business Ethics, Business Research, Business Writing, Return On Investment, Financial Analysis, Financial Acumen, Business Analysis, Decision Making

    3.6
    Rating, 3.6 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Renewable Energy Projects

    Skills you'll gain: Feasibility Studies, Plant Operations and Management, Project Finance, Project Implementation, Financial Analysis, Project Management Life Cycle, Construction Management, Project Management, Sustainable Technologies, Technology Roadmaps, Forecasting, Stakeholder Engagement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    187 reviews

    Beginner · Course · 1 - 3 Months

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

  • Advanced Models for Decision Making: University of Minnesota
  • Criação de Startups: Como desenvolver negócios inovadores: Universidade de São Paulo
  • El arte de negociar: University of California, Irvine
  • Get started with Asana: Coursera
  • Business Analyst (ECBA) Certificate Preparation : SkillUp
  • Finance: Università di Napoli Federico II
  • Entrepreneurship Capstone : University of Maryland, College Park
  • How to Create Video for Online Courses: The University of Edinburgh
  • Google Agile Essentials: Google
  • Digital Forensics Essentials (DFE): EC-Council

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