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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.

Popular Financial Planning Courses and Certifications


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    J

    Johns Hopkins University

    Business Analytics with Excel

    Skills you'll gain: Risk Modeling, Operations Research, Regression Analysis, Network Model, Resource Allocation, Excel Macros, Business Analytics, Decision Making, Risk Analysis, Simulation and Simulation Software, Microsoft Excel, Business Risk Management, Strategic Decision-Making, Business Modeling, Financial Modeling, Data-Driven Decision-Making, Excel Formulas, Business, Spreadsheet Software, Data Analysis

    4.8
    Rating, 4.8 out of 5 stars
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    4.1K reviews

    Beginner · Specialization · 3 - 6 Months

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    EDUCBA

    Risk Management and Portfolio Theory

    Skills you'll gain: Enterprise Risk Management (ERM), Portfolio Management, Governance Risk Management and Compliance, Portfolio Risk, Governance, Risk Management, Risk Modeling, Risk Management Framework, Financial Management, Market Liquidity, Risk Analysis, Financial Services, Risk Control, Finance, Risk Mitigation, Probability, IT Management, Capital Markets, Decision Making, Application Frameworks

    Mixed · Course · 1 - 3 Months

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    EDUCBA

    Portfolio Management & Investment Analysis Mastery

    Skills you'll gain: Portfolio Management, Financial Trading, Business Ethics, Financial Systems, Investment Management, Financial Market, Competitive Analysis, Financial Analysis, Governance, Equities, Portfolio Risk, Investments, Financial Data, Market Analysis, Securities (Finance), Business Valuation, Finance, Asset Management, Securities Trading, Capital Markets

    Mixed · Course · 1 - 3 Months

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    EDUCBA

    Private Equity Valuation and VC Funding Models

    Skills you'll gain: Financial Modeling, Private Equity, Business Valuation, Investment Management, Risk Analysis, Equities, Risk Modeling, Financial Analysis, Return On Investment, Portfolio Management, Performance Measurement, Risk Mitigation, Portfolio Risk, Investments, Performance Analysis, Performance Metric, Analysis, Business Metrics, Analytical Skills, Environment

    Mixed · Course · 1 - 4 Weeks

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    Packt

    Digital Productivity Toolkit for Beginners

    Skills you'll gain: QuickBooks (Accounting Software), Canva (Software), Business Intelligence, Calendar Management, Productivity Software, Business Intelligence Software, Customer Relationship Management (CRM) Software, Presentations, Sales Pipelines, Google Workspace, Accounting Software, Business Analytics, Customer Relationship Management, Accounting and Finance Software, Collaborative Software, Workflow Management, Project Management, Process Design, Teamwork, Financial Management

    Beginner · Course · 3 - 6 Months

  • T

    The State University of New York

    Solar Energy Basics

    Skills you'll gain: Electric Power Systems, Electrical Systems, Electrical Power, Energy and Utilities, Power Electronics, Basic Electrical Systems, Electronic Components, Sustainable Technologies, Semiconductors, Cost Estimation, Building Codes, Engineering Calculations, Safety Standards, Financial Modeling, Technical Standard

    4.8
    Rating, 4.8 out of 5 stars
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    2.6K reviews

    Beginner · Course · 1 - 3 Months

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    U

    University of London

    Corporate Strategy

    Skills you'll gain: Corporate Strategy, Business Strategy, Strategic Thinking, Strategic Decision-Making, Growth Strategies, Portfolio Management, New Business Development, Business Valuation, Organizational Structure, Organizational Effectiveness, Decision Making, Resource Allocation, Analysis, Financial Analysis, Influencing

    4.8
    Rating, 4.8 out of 5 stars
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    2.8K reviews

    Beginner · Course · 1 - 4 Weeks

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    S

    SkillsBooster Academy

    Google Gemini for Project Management

    Skills you'll gain: Responsible AI, Google Gemini, Prompt Engineering, Gemini, Prompt Engineering Tools, Data Ethics, Risk Analysis, Risk Management, Risk Mitigation, Project Management Software, Google Workspace, Project Management, Project Planning, AI literacy, Stakeholder Management, AI Personalization, AI Workflows, Generative AI, Decision Making, Business Communication

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Technion - Israel Institute of Technology

    Startup Entrepreneurship

    Skills you'll gain: Ideation, Innovation, Business Planning, Creative Problem-Solving, Creative Thinking, Value Propositions, Creativity, Entrepreneurship, Team Building, Operations Management, Problem Solving, Visionary, Business Strategy, Strategic Thinking, Initiative and Leadership, Market Research, New Product Development, Commercialization, Risk Management, Plan Execution

    4.7
    Rating, 4.7 out of 5 stars
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    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    EDUCBA

    Mortgage Loans, Property Law and Housing Finance

    Skills you'll gain: Mortgage Loans, General Lending, Lending and Underwriting, Consumer Lending, Loan Origination, Loans, Real Estate, Property and Real Estate, Loan Documentation, Credit Risk, Property Management, Real Estate Transactions, Legal Risk, Banking, Underwriting, Risk Management, Property Management Systems, Finance, Mediation, Environment

    Mixed · Course · 1 - 3 Months

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    C

    Coursera

    Operations & Closing Skills

    Skills you'll gain: Closing (Sales), Price Negotiation, Sales Management, Sales Operations, B2B Sales, Sales Process, Negotiation, Selling Techniques, Enterprise Sales, Sales Pipelines, Sales Presentation, Sales, Presentations, Sales Presentations, Stakeholder Analysis, Strategic Planning, Stakeholder Management, Conversion Funnel Analysis, Planning, Decision Making

    Intermediate · Course · 3 - 6 Months

  • Status: New
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    Packt

    The SketchUp Handbook for Interior Design

    Skills you'll gain: SketchUp (3D Modeling Software), Visual Storytelling, Animations, Model Optimization, Visualization (Computer Graphics), Design Software, 3D Modeling, Autodesk, Software Visualization, Layout Design, Data Import/Export, Software Documentation, 3D Assets, Generative AI, Document Management, Color Matching, Design, Digital Design, AI Integrations, Editing

    Beginner · Specialization · 3 - 6 Months

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

  • Business Analytics with Excel: Johns Hopkins University
  • Risk Management and Portfolio Theory: EDUCBA
  • Portfolio Management & Investment Analysis Mastery: EDUCBA
  • Private Equity Valuation and VC Funding Models: EDUCBA
  • Digital Productivity Toolkit for Beginners: Packt
  • Solar Energy Basics: The State University of New York
  • Corporate Strategy : University of London
  • Google Gemini for Project Management: SkillsBooster Academy
  • Startup Entrepreneurship: Technion - Israel Institute of Technology
  • Mortgage Loans, Property Law and Housing Finance: EDUCBA

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