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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


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    P

    Pontificia Universidad Católica de Chile

    Transferencia tecnológica: De la investigación al mercado.

    Skills you'll gain: Feasibility Studies, Knowledge Transfer, Intellectual Property, Technology Strategies, Commercialization, Technical Management, New Product Development, Innovation, Entrepreneurship, Market Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    739 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Simplilearn

    Business Analysis Excel Tools and CCBA Training

    Skills you'll gain: Business Analysis, Project Management, Risk Management, Project Planning, Data Visualization, Agile Project Management, Microsoft Excel, Cost Management, Business Systems Analysis, Project Management Office (PMO), Stakeholder Engagement, Excel Formulas, Scope Management, Pivot Tables And Charts, Dashboard, Business Analytics, Stakeholder Management, Business Requirements, Data Analysis, Data Validation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    36 reviews

    Beginner · Specialization · 1 - 3 Months

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    W

    Whizlabs

    Exam Prep AI-102: Microsoft Azure AI Engineer Associate

    Skills you'll gain: Responsible AI, Microsoft Azure, Natural Language Processing, Image Analysis, Generative AI, Artificial Intelligence, Cloud Solutions, AI Enablement, AI Security, Computer Vision, OpenAI, Text Mining, Model Deployment, Python Programming, Model Evaluation

    3.4
    Rating, 3.4 out of 5 stars
    ·
    26 reviews

    Intermediate · Course · 1 - 3 Months

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    U

    University of California, Irvine

    Initier et planifier des projets

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, Conflict Management, Project Planning, Project Management, Stakeholder Communications, Stakeholder Analysis, Project Scoping, Influencing, Organizational Structure

    4.4
    Rating, 4.4 out of 5 stars
    ·
    48 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Create a Mortgage Calculator in Excel

    Skills you'll gain: Financial Data, Microsoft Excel, Spreadsheet Software, Excel Formulas, Microsoft 365, Financial Modeling, Mortgage Loans, Timelines

    4.3
    Rating, 4.3 out of 5 stars
    ·
    30 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentals of Negotiation, with Goldman Sachs 10,000 Women

    Skills you'll gain: Negotiation, Active Listening, Rapport Building, Conflict Management, Interpersonal Communications, Goal Setting, Communication, Business Planning, Influencing, Expectation Management, Emotional Intelligence

    4.6
    Rating, 4.6 out of 5 stars
    ·
    494 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The State University of New York

    How To Create a Website in a Weekend! (Project-Centered Course)

    Skills you'll gain: Web Design, Web Design and Development, WordPress, Web Language, HTML and CSS, Browser Compatibility, Web Content, Web Development, Web Analytics and SEO, Cross Platform Development, Content Management, Web Applications

    3.3
    Rating, 3.3 out of 5 stars
    ·
    583 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Leeds

    Essential Skills for Your Career Development

    Skills you'll gain: Professional Networking, Communication, Lifelong Learning, Goal Setting, Constructive Feedback, Professional Development, Willingness To Learn, LinkedIn, Adaptability, Planning, Personal Development, Resilience, Social Media Content, Interviewing Skills

    4.6
    Rating, 4.6 out of 5 stars
    ·
    41 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    Manajemen Proyek Google

    Skills you'll gain: Project Closure, Project Implementation, Quality Management, Backlogs, Scope Management, Agile Project Management, Project Planning, Milestones (Project Management), Project Scoping, Sprint Retrospectives, Cost Management, Communication Planning, Requirements Analysis, Continuous Improvement Process, Team Leadership, Stakeholder Analysis, Agile Methodology, Organizational Skills, Project Management Life Cycle, Project Management

    5
    Rating, 5 out of 5 stars
    ·
    825 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    The Business of Cybersecurity Capstone

    Skills you'll gain: Security Management, Incident Response, Risk Management, Cyber Security Policies, Cyber Governance, Business Risk Management, Enterprise Risk Management (ERM), Cyber Security Strategy, Information Management, Business Ethics, Performance Measurement, Compliance Management, Governance, Business Planning, Organizational Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    52 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Neuromarketing

    Skills you'll gain: Research Design, Science and Research, Laboratory Research, Research Methodologies, Research, Consumer Behaviour, Influencing, Marketing Psychology, Case Studies, Persuasive Communication, Statistical Analysis, Ethical Standards And Conduct, Data Analysis, Data Collection, Advertising, Behavioral Economics, Biomedical Technology, Experimentation, Neurology, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    35 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Getting Started with Front-End and Web Development

    Skills you'll gain: Application Development, User Interface and User Experience (UI/UX) Design, Web Design, Web Design and Development, Front-End Web Development, No-Code Development, WordPress, Web Development, Full-Stack Web Development, Web Development Tools, Back-End Web Development, Content Management Systems

    4.6
    Rating, 4.6 out of 5 stars
    ·
    399 reviews

    Beginner · Course · 1 - 3 Months

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

  • Transferencia tecnológica: De la investigación al mercado.: Pontificia Universidad Católica de Chile
  • Business Analysis Excel Tools and CCBA Training: Simplilearn
  • Exam Prep AI-102: Microsoft Azure AI Engineer Associate: Whizlabs
  • Initier et planifier des projets: University of California, Irvine
  • Create a Mortgage Calculator in Excel: Coursera
  • Fundamentals of Negotiation, with Goldman Sachs 10,000 Women: Goldman Sachs
  • How To Create a Website in a Weekend! (Project-Centered Course): The State University of New York
  • Essential Skills for Your Career Development: University of Leeds
  • Manajemen Proyek Google: Google
  • The Business of Cybersecurity Capstone: Kennesaw State University

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