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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

    The Neuroscience of Leading High-Performance Teams

    Skills you'll gain: Organizational Leadership, Team Motivation, Team Leadership, Initiative and Leadership, Leadership, Team Management, Team Performance Management, Leadership and Management, Team Building, Drive Engagement, Storytelling, Coaching, Employee Coaching, Industrial and Organizational Psychology, Goal Setting, Employee Engagement, Collaboration, Influencing, Empathy & Emotional Intelligence, Neurology

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    73 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Integrated and Strategic Communication Campaigns

    Skills you'll gain: Strategic Communication, Target Audience, Public Relations, Marketing Communications, Advertising Campaigns, Media Strategy, Communication Strategies, Campaign Management, Integrated Marketing Communications, Branding, Earned Media, Brand Management, Paid media, Owned Media, Business Strategy, Shared Media, Employee Engagement

    4.5
    Rating, 4.5 out of 5 stars
    ·
    47 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Desembaraço Aduaneiro

    Skills you'll gain: International Finance, Global Marketing, Competitive Analysis, Business Risk Management, Risk Management, Export Control, Strategic Partnership, Strategic Decision-Making, Strategic Thinking, Market Dynamics, Business Strategies, Market Opportunities, Shipping and Receiving, Economics, Business Development, Payment Processing and Collection, Regulatory Documents, Document Management, Negotiation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    35 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Giving Feedback

    Skills you'll gain: Growth Mindedness, Constructive Feedback, Mentorship, Empowerment, Active Listening, Motivational Skills, Coaching, Leadership Development, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    24 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Fixed Income Securities: Analyze, Value & Apply

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

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Incident Response and Risk Management

    Skills you'll gain: Computer Security Incident Management, Digital Forensics, Disaster Recovery, Risk Management Framework, Cybersecurity, NIST 800-53, Threat Management, Risk Management, Security Strategy, Network Security, Security Controls, Vulnerability Assessments, Virtualization and Virtual Machines, Cloud Computing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Time Series Mastery: Forecasting with ETS, ARIMA, Python

    Skills you'll gain: Forecasting, Time Series Analysis and Forecasting, Trend Analysis, Predictive Analytics, Advanced Analytics, Statistical Analysis, Business Analytics, Data-Driven Decision-Making, Strategic Decision-Making, Exploratory Data Analysis, Model Evaluation, Pandas (Python Package), Matplotlib, Performance Metric

    4
    Rating, 4 out of 5 stars
    ·
    42 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Commodity and Currency Hedging

    Skills you'll gain: Risk Management, Derivatives, Risk Mitigation, Portfolio Risk, Business Risk Management, Financial Trading, International Finance, Market Research

    4.5
    Rating, 4.5 out of 5 stars
    ·
    18 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Psychosocial and Spiritual Aspects of Palliative Care

    Skills you'll gain: Hospice, Patient Communication, Patient Education And Counseling, Patient-centered Care, Care Management, Patient Advocacy, Psychosocial Assessments, Family Support, Mental Health, Stress Management, Cultural Diversity

    4.9
    Rating, 4.9 out of 5 stars
    ·
    92 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Introduction to Momentum Investing

    Skills you'll gain: Market Trend, Portfolio Risk, Technical Analysis, Risk Management, Market Data, Trend Analysis, Investment Management, Investments, Portfolio Management, Equities

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Personnel & Third-Party Security

    Skills you'll gain: Vendor Management, Security Awareness, Cyber Security Strategy, Risk Management, Threat Management, Security Controls, Human Factors (Security), Asset Protection, Cyber Risk, People Management, Due Diligence

    4.8
    Rating, 4.8 out of 5 stars
    ·
    49 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidad de Palermo

    Matemática para Negocios 

    Skills you'll gain: Business Mathematics, Profit and Loss (P&L) Management, Applied Mathematics, Graphing, Financial Analysis, Case Studies, Business Metrics, Business Analysis, Financial Statements, Arithmetic, Algebra

    Beginner · Course · 1 - 4 Weeks

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

  • The Neuroscience of Leading High-Performance Teams: University of Colorado Boulder
  • Integrated and Strategic Communication Campaigns: University of Colorado Boulder
  • Desembaraço Aduaneiro: Fundação Instituto de Administração
  • Giving Feedback: Arizona State University
  • Fixed Income Securities: Analyze, Value & Apply: EDUCBA
  • Incident Response and Risk Management: Packt
  • Time Series Mastery: Forecasting with ETS, ARIMA, Python: Coursera
  • Commodity and Currency Hedging: Rutgers the State University of New Jersey
  • Psychosocial and Spiritual Aspects of Palliative Care: University of Colorado System
  • Introduction to Momentum Investing: Interactive Brokers

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