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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
    D

    Duke University

    Impact Investment Finance

    Skills you'll gain: Social Impact, Investments, Environmental Social And Corporate Governance (ESG), Fundraising, Capital Markets, Financial Market, Financial Management, Finance, International Finance, Entrepreneurial Finance, Entrepreneurship, Fiscal Management, Stakeholder Analysis, Business Strategy, Business Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    32 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Banco Interamericano de Desarrollo

    Gobierno Digital

    Skills you'll gain: Cybersecurity, Data Management, Interoperability, Digital Transformation, Data Security, Public Administration, Governance, Case Studies, Public Key Infrastructure, Identity and Access Management, Service Design, Policy Analysis, Innovation, Strategic Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    93 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    U

    University of Maryland, College Park

    AI Applications in Accounting and Finance

    Skills you'll gain: Unstructured Data, Financial Data, Financial Statement Analysis, Image Analysis, Finance, Financial Analysis, Accounting, Emerging Technologies, Artificial Intelligence, Text Mining, Annual Reports, Machine Learning, Trend Analysis, Data-Driven Decision-Making, Natural Language Processing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Social Entrepreneurship

    Skills you'll gain: Social Impact, Project Scoping, Entrepreneurship, Sustainable Development, Feasibility Studies, Customer Analysis, Target Audience, Stakeholder Management, Competitive Analysis, Business Operations, Cost Estimation, New Business Development, Business Research

    4.7
    Rating, 4.7 out of 5 stars
    ·
    405 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Build a Product Management Plan Framework in Trello

    Skills you'll gain: Kanban Principles, Workflow Management, Collaborative Software, Team Oriented, Product Management, Product Planning, Product Lifecycle Management, Timelines, Project Management Software, Project Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    112 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • 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

  • C

    Coursera

    Getting Started with Asana

    Skills you'll gain: Project Management Software, Accountability, Organizational Skills, Project Coordination, Project Management, Timelines, Management Reporting, Collaborative Software, Project Planning, Productivity, User Accounts, Stakeholder Communications

    4.4
    Rating, 4.4 out of 5 stars
    ·
    16 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • 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: Preview
    Preview
    T

    The University of Edinburgh

    Climate Change: Carbon Capture and Storage

    Skills you'll gain: Climate Change Mitigation, Energy and Utilities, Pollution Prevention, Oil and Gas, Sustainable Engineering, Economics, Sustainable Technologies, Environmental Policy, Environmental Science

    4.7
    Rating, 4.7 out of 5 stars
    ·
    96 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    National Academy of Sports Medicine

    Understanding Fitness Programming

    Skills you'll gain: Exercise Science, Coaching, Health And Wellness Coaching, Kinesiology, Injury Prevention, Physiology, Adaptability, Human Musculoskeletal System, Goal Setting, Communication, Anatomy

    4.6
    Rating, 4.6 out of 5 stars
    ·
    36 reviews

    Beginner · Course · 1 - 3 Months

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

  • Impact Investment Finance: Duke University
  • Gobierno Digital: Banco Interamericano de Desarrollo
  • AI Applications in Accounting and Finance: University of Maryland, College Park
  • Social Entrepreneurship: University of Pennsylvania
  • Build a Product Management Plan Framework in Trello: Coursera
  • Inglés Empresarial: Proyecto Final: Arizona State University
  • Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills: Knowledge Accelerators
  • Program Manager Capstone: IBM
  • Getting Started with Asana: Coursera
  • Desarrollo de Aplicaciones Web: Conceptos Básicos: University of New Mexico

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