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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


  • C

    Coursera

    Create a Project Management Tracker using Microsoft Excel

    Skills you'll gain: Microsoft Excel, Project Management Software, Collaborative Software, Spreadsheet Software, Project Management, Productivity Software, Project Planning, Data Validation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    891 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Create Compelling Business Cases

    Skills you'll gain: Risk Management, Proposal Writing, Business Ethics, Business Research, Business Writing, Return On Investment, Financial Analysis, Financial Acumen, Business Analysis, Decision Making

    3.3
    Rating, 3.3 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica de Chile

    Análisis de Sistemas de Transporte

    Skills you'll gain: Transportation Operations, Transportation Management, Network Analysis, Operations Research, Systems Analysis, Operational Analysis, Analysis, Demand Planning, Mathematical Modeling, Econometrics, Markov Model, Behavioral Economics, Economic Development, Economics, Policy, and Social Studies, Cost Benefit Analysis, Market Dynamics, Customer Demand Planning, Probability, Social Impact, Model Evaluation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    781 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Blockchain Business Models

    Skills you'll gain: Blockchain, FinTech, Emerging Technologies, Cryptography, Regulatory Compliance, Technology Strategies, Commercial Banking, Payment Systems, Data Integrity, Digital Assets, Financial Services, Business Modeling, Innovation, Distributed Computing, Scalability

    4.7
    Rating, 4.7 out of 5 stars
    ·
    388 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Advancing Women in Tech

    Real-World Product Management

    Skills you'll gain: Product Roadmaps, Product Management, Customer Retention, Cross-Functional Team Leadership, Technical Product Management, Professional Networking, Financial Analysis, Product Strategy, Product Requirements, Engineering Management, Product Development, Product Lifecycle Management, New Product Development, Innovation, Team Leadership, Artificial Intelligence and Machine Learning (AI/ML), User Experience Design, Design, Performance Management, Interviewing Skills

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    930 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    Designing the Future of Finance

    Skills you'll gain: FinTech, Financial Inclusion, Financial Services, Mobile Banking, Banking Services, Data Sharing, Financial Regulation, Financial Systems, Application Programming Interface (API), Financial Data, Banking, Financial Regulations, Payment Systems, International Finance, Law, Regulation, and Compliance, Retail Banking, API Design, Data Governance, Finance, General Data Protection Regulation (GDPR)

    4.5
    Rating, 4.5 out of 5 stars
    ·
    15 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    B

    Board Infinity

    Hootsuite for Beginners: Hands-On Social Media Management

    Skills you'll gain: Social Media Content, Content Performance Analysis, Brand Awareness, Social Media Strategy, Brand Management, Performance Analysis, Instagram

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tally Education and Distribution Services Private Limited

    Basics of Statutory Compliance and Taxation

    Skills you'll gain: Accounting Software, Accounting and Finance Software, Tax Returns, Data Import/Export, Tax Management, Tax, Tax Compliance, Bookkeeping, Billing & Invoicing, Ledgers (Accounting), Financial Accounting, Financial Reporting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    43 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Mastering Data Analysis in Excel

    Skills you'll gain: Predictive Modeling, Microsoft Excel, Classification Algorithms, Business Analytics, Logistic Regression, Data Analysis, Model Evaluation, Business Risk Management

    4.2
    Rating, 4.2 out of 5 stars
    ·
    3.9K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    AI-Augmented Procurement in Government

    Skills you'll gain: AI Enablement, Scalability, Strategic Sourcing, Business Transformation, Process Improvement, Organizational Change, Overcoming Objections, Workflow Management, Resource Management, Key Performance Indicators (KPIs), Stakeholder Engagement, Stakeholder Management, Market Opportunities, Customer Success Management

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    ASP.NET Core Razor Pages - The Complete Guide (.NET 6)

    Skills you'll gain: ASP.NET, .NET Framework, Identity and Access Management, Full-Stack Web Development, Web Applications, Microsoft Azure, Web Development, Cloud Deployment, Application Deployment, Authorization (Computing), Authentications, Databases, Software Architecture, Payment Systems, Software Design Patterns, Data Modeling, User Interface (UI)

    Intermediate · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Meta

    Version Control

    Skills you'll gain: Version Control, Unix Commands, Git (Version Control System), GitHub, Linux Commands, Software Versioning, Command-Line Interface, Linux, Collaborative Software, File Management, Software Development Tools, Software Development, Web Development

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.8K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Create a Project Management Tracker using Microsoft Excel: Coursera
  • Create Compelling Business Cases: Coursera
  • Análisis de Sistemas de Transporte: Pontificia Universidad Católica de Chile
  • Blockchain Business Models: Duke University
  • Real-World Product Management: Advancing Women in Tech
  • Designing the Future of Finance: Saïd Business School, University of Oxford
  • Hootsuite for Beginners: Hands-On Social Media Management: Board Infinity
  • Basics of Statutory Compliance and Taxation: Tally Education and Distribution Services Private Limited
  • Mastering Data Analysis in Excel: Duke University
  • AI-Augmented Procurement in Government: University of Maryland, College Park

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