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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 Colorado Boulder

    Getting Started with Technology Startups

    Skills you'll gain: Design Thinking, Business Modeling, Entrepreneurship, Value Propositions, New Product Development, Market Opportunities, Gap Analysis, Innovation, Technology Strategies, Strategic Thinking, New Business Development, Engineering Management, Market Analysis, Business Strategies, Competitive Analysis, Sustainable Business, Engineering

    Build toward a degree

    4.3
    Rating, 4.3 out of 5 stars
    ·
    22 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    H

    Howard University

    Fundamentals of Business Problem Solving

    Skills you'll gain: Spreadsheet Software, Microsoft Excel, Data Modeling, Business Modeling, Business Analysis, Product Assortment, Business Process, Financial Modeling, Process Optimization, Business Strategy, Revenue Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    23 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    California Institute of the Arts

    Protect and Grow Your Freelancing Business

    Skills you'll gain: Intellectual Property, Tax Preparation, Contract Management, Team Management, Tax Compliance, Benefits Administration, Law, Regulation, and Compliance, Business Planning, Entrepreneurship, Risk Management

    5
    Rating, 5 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 3 Months

  • A

    Amazon Web Services

    Developing Applications in Python on AWS

    Skills you'll gain: Software Architecture, Amazon DynamoDB, Database Management, Cloud Applications, Amazon Web Services, Event-Driven Programming, API Gateway, Relational Databases, Cloud Development, Serverless Computing, Python Programming, Cloud API, Service Oriented Architecture, Microservices, NoSQL, Application Development, Web Development, Automation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    104 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Design Concepts in Metro Rails

    Skills you'll gain: Structural Analysis, Building Codes, Structural Engineering, Construction Engineering, Civil Engineering, Engineering Analysis, Simulation and Simulation Software, Engineering Practices, Engineering Design Process, Engineering Calculations, Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Introduction to KPIs: Measuring Success in Business

    Skills you'll gain: Key Performance Indicators (KPIs), Performance Measurement, Business Metrics, Continuous Improvement Process, Performance Analysis, Business Process Improvement, Performance Improvement, Business Analysis, Data-Driven Decision-Making, Business Priorities, Operational Efficiency, Business Reporting, Smart Goals

    4.5
    Rating, 4.5 out of 5 stars
    ·
    68 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    Howard University

    Foundations of Information Systems for Business

    Skills you'll gain: Business Software, Information Systems, Business Systems, Business Technologies, Management Information Systems, Information Technology, Enterprise Resource Planning, E-Commerce, Systems Analysis, Computer Hardware, Data Warehousing, Disaster Recovery, Networking Hardware, Business Ethics, Operating Systems, Business Process Management, Customer Relationship Management, Security Management, Business-To-Consumer, Data Security

    4.7
    Rating, 4.7 out of 5 stars
    ·
    63 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Dartmouth College

    Superbosses: Managing Talent & Leadership

    Skills you'll gain: Talent Management, People Development, Professional Networking, Collaboration, Leadership Development, Team Motivation, Teamwork, People Management, Entrepreneurship, Innovation, Leadership and Management, Leadership, Creativity, Employee Coaching, Mentorship, Influencing, Employee Retention, Recruitment Strategies, Growth Strategies

    4.9
    Rating, 4.9 out of 5 stars
    ·
    175 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Generative AI: Labor and the Future of Work

    Skills you'll gain: Generative AI, AI Enablement, Automation, Human Resources, Workforce Management, Artificial Intelligence, Responsible AI, Workforce Planning, Socioeconomics, digital literacy, Data Ethics, Leadership and Management, Change Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    61 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Generative AI for Sales

    Skills you'll gain: Prompt Engineering, Sales Strategy, Sales Pipelines, AI Personalization, Sales Operations, Responsible AI, Lead Generation, Sales Development, Generative AI Agents, Competitive Analysis, Sales Management, Marketing Automation, Customer Relationship Management (CRM) Software, Account Management, Business Process Automation, Business Intelligence, Workflow Management, Market Analysis, Data-Driven Decision-Making, Forecasting

    4.2
    Rating, 4.2 out of 5 stars
    ·
    29 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Unleashing the Impact of your Social Enterprise

    Skills you'll gain: Social Impact, Growth Strategies, Marketing Communications, Sustainable Development, Business Planning, Communication Strategies, Strategic Partnership, Entrepreneurship, Performance Measurement, Innovation, Franchising

    4.6
    Rating, 4.6 out of 5 stars
    ·
    80 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    D

    Duke University

    Negotiating with Impact Investors

    Skills you'll gain: Due Diligence, Contract Negotiation, Strategic Partnership, Negotiation, Social Impact, Environmental Social And Corporate Governance (ESG), Value Propositions, Fundraising, Entrepreneurship, Storytelling, Investments, Entrepreneurial Finance, Investment Management, Capital Markets, Financial Market, Finance, International Finance, Financial Management, Business Strategy, Business Management

    Beginner · Course · 1 - 4 Weeks

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

  • Getting Started with Technology Startups: University of Colorado Boulder
  • Fundamentals of Business Problem Solving: Howard University
  • Protect and Grow Your Freelancing Business : California Institute of the Arts
  • Developing Applications in Python on AWS: Amazon Web Services
  • Design Concepts in Metro Rails : L&T EduTech
  • Introduction to KPIs: Measuring Success in Business : Coursera
  • Foundations of Information Systems for Business: Howard University
  • Superbosses: Managing Talent & Leadership: Dartmouth College
  • Generative AI: Labor and the Future of Work: University of Michigan
  • Generative AI for Sales: Coursera

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