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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
    S

    SAP

    SAP Technology Consultant Hands-on Project

    Skills you'll gain: Solution Design, Project Management, Project Implementation, Project Closure, Technical Consulting, Stakeholder Analysis, Requirements Analysis, Customer Engagement, Test Planning, Peer Review, SAP Applications, Customer Analysis, Project Documentation, Gap Analysis, Needs Assessment, Business Requirements, Business Transformation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    85 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    McMaster University

    Finance for Everyone Capstone Project

    Skills you'll gain: Peer Review, Project Documentation, Finance, Stakeholder Engagement, Portfolio Management, Constructive Feedback, Financial Analysis, Financial Planning, Project Implementation, Presentations, Action Oriented

    4.8
    Rating, 4.8 out of 5 stars
    ·
    77 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    PMP Application Process and Practice Exam

    Skills you'll gain: Project Management Institute (PMI) Methodology, Project Management Life Cycle, Practice Management, Project Risk Management, Project Management, Project Planning, Stakeholder Engagement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    52 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    N

    National Taiwan University

    實驗經濟學 (Experimental Economics: Behavioral Game Theory)

    Skills you'll gain: Game Theory, Experimentation, Negotiation, Behavioral Economics, Research Design, Economics, Decision Making, Socioeconomics, Strategic Decision-Making, Consumer Behaviour, Peer Review

    4.8
    Rating, 4.8 out of 5 stars
    ·
    81 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Managing Human Capital in Retail

    Skills you'll gain: Human Capital, Employee Retention, Workforce Development, Human Resource Strategy, Employee Training, Talent Management, Organizational Strategy, Employee Engagement, Human Resources Management and Planning, Management Training And Development, Job Evaluation, Workforce Management, Compensation Management, Employee Performance Management, Recruitment, Recruitment Strategies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    77 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    An Introduction to Fixed Income Securities

    Skills you'll gain: Risk Analysis, Securities (Finance), Financial Analysis, Credit Risk, Financial Market, Investments, Risk Management, Market Dynamics, Portfolio Management, Finance, Wealth Management, Investment Banking

    4.5
    Rating, 4.5 out of 5 stars
    ·
    28 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Inglés Empresarial: Proyecto Final

    Skills you'll gain: English Language, Product Planning, Business Planning, Financial Analysis, New Product Development, Budgeting, Marketing Planning, Management Reporting, Business Communication, Business Writing, Presentations, Project Documentation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    34 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    K

    Knowledge Accelerators

    Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills

    Skills you'll gain: Data Presentation, Pivot Tables And Charts, Data Entry, Data Processing, Data Science, Organizational Skills, Business Analytics, Data Management, Business Intelligence, Microsoft 365, Productivity Software, Record Keeping, Customer Data Management, Productivity, Financial Analysis, Marketing Planning, Project Management, Event Planning

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    Program Manager Capstone

    Skills you'll gain: Program Management, Project Management Life Cycle, Stakeholder Management, Communication Planning, Project Management, Project Management Institute (PMI) Methodology, Milestones (Project Management), Project Closure, Resource Management, Scope Management, Risk Management, Budget Management, Portfolio Management, Performance Reporting, Organizational Strategy, Benefits Administration, Professional Networking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    19 reviews

    Advanced · Course · 1 - 3 Months

  • U

    University of New Mexico

    Desarrollo de Aplicaciones Web: Conceptos Básicos

    Skills you'll gain: Middleware, Application Frameworks, Web Applications, Model View Controller, Agile Software Development, Git (Version Control System), Software Engineering, Web Development, Software Development, User Interface (UI), Databases, Relational Databases, Ajax, Software Architecture, Ruby on Rails, Javascript, Network Protocols

    4.3
    Rating, 4.3 out of 5 stars
    ·
    143 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Mastering Logistics & Supply Chain Management

    Skills you'll gain: Supply Chain, Logistics, Supply Chain Management, Supply Chain Planning, Performance Measurement, Transportation Operations, Operations Management, Sustainable Business, Customer Relationship Building, Corporate Sustainability, Customer Relationship Management, Procurement, Warehouse Management, Supplier Relationship Management, Enterprise Risk Management (ERM), Inventory Control

    4.7
    Rating, 4.7 out of 5 stars
    ·
    35 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Estructura de capital

    Skills you'll gain: Capital Markets, Equities, Bankruptcies, Corporate Finance, Corporate Tax, Tax, Financial Policy, Financial Analysis, Business Valuation, Risk Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15 reviews

    Intermediate · Course · 1 - 3 Months

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

  • SAP Technology Consultant Hands-on Project: SAP
  • Finance for Everyone Capstone Project: McMaster University
  • PMP Application Process and Practice Exam: Microsoft
  • 實驗經濟學 (Experimental Economics: Behavioral Game Theory): National Taiwan University
  • Managing Human Capital in Retail: University of Pennsylvania
  • An Introduction to Fixed Income Securities : Coursera
  • Inglés Empresarial: Proyecto Final: Arizona State University
  • Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills: Knowledge Accelerators
  • Program Manager Capstone: IBM
  • Desarrollo de Aplicaciones Web: Conceptos Básicos: University of New Mexico

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