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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
    C

    Corporate Finance Institute

    Introduction to Capital Markets

    Skills you'll gain: Capital Markets, Financial Market, Investment Banking, Securities Trading, Investments, Market Liquidity, Private Equity, Sales, Financial Industry Regulatory Authorities, Business Acumen, Equities, Asset Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    46 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    Y

    Yunus Social Business Fund Bengaluru

    Strategy and Finance for the lifecycle of a Social Business

    Skills you'll gain: Cash Flows, Financial Market, Financial Analysis, Decision Making, Stakeholder Management, Social Impact, Business Valuation, Risk Analysis, Return On Investment, Finance, Strategic Decision-Making, Cost Benefit Analysis, Financial Modeling, Financial Acumen, Capital Markets, Portfolio Risk, Business Risk Management, Peer Review, Corporate Finance, Economics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    37 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentos de las Ventas y el Marketing con Goldman Sachs 10,000 Women

    Skills you'll gain: Marketing Effectiveness, Marketing, Sales Process, Marketing Strategies, Sales Strategy, Marketing Planning, Value Propositions, Sales, Brand Strategy, Marketing Communications, Digital Marketing, Marketing Analytics, Brand Management, Business Metrics, Performance Metric, Goal Setting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    210 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentals of Management, with Goldman Sachs 10,000 Women

    Skills you'll gain: Human Resources Management and Planning, Employee Performance Management, Performance Management, Growth Strategies, Delegation Skills, Business Management, People Management, Subcontracting, Recruitment, Employee Training, Organizational Structure, Organizational Strategy, Leadership, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    612 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universitat Autònoma de Barcelona

    Contratación y mercado digital. Aspectos legales y otras cuestiones de interés

    Skills you'll gain: Legal Technology, Payment Systems, Blockchain, Personally Identifiable Information, digital literacy, Law, Regulation, and Compliance, Digital Assets, E-Commerce, General Data Protection Regulation (GDPR), Information Privacy, Cyber Governance, Internet Of Things, Legal Risk, Regulation and Legal Compliance, FinTech, Commercial Laws, Robotics, Contract Compliance, Tax, Cryptography

    4.6
    Rating, 4.6 out of 5 stars
    ·
    233 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Data Privacy, Security, Governance, Risk and Compliance

    Skills you'll gain: Data Security, Data Governance, Data Architecture, Data Quality, Personally Identifiable Information, Incident Response, Security Controls, Information Privacy, Threat Detection, Law, Regulation, and Compliance, Risk Management, Cybersecurity, Compliance Management, Encryption, Data Integrity

    4.3
    Rating, 4.3 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Marketing Strategy Capstone Project

    Skills you'll gain: Market Analysis, Peer Review, Case Studies, Marketing Planning, Marketing Management, Strategic Marketing, Hospitality Management, Consumer Behaviour, Marketing Strategy and Techniques, Marketing Effectiveness, Marketing Operations, Target Market, Competitive Analysis, Business

    4.6
    Rating, 4.6 out of 5 stars
    ·
    118 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Security Governance & Compliance

    Skills you'll gain: Security Strategy, Cyber Governance, Security Management, Cyber Risk, Compliance Management, Risk Management, Regulatory Compliance, Cyber Security Policies, Cybersecurity, Law, Regulation, and Compliance, Cyber Security Strategy, Governance, NIST 800-53, Security Controls, Procedure Development, Data Governance, Program Standards, Computer Security

    4.7
    Rating, 4.7 out of 5 stars
    ·
    176 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Administración de Proyectos Project

    Skills you'll gain: Project Schedules, Project Risk Management, Work Breakdown Structure, Stakeholder Analysis, Project Management, Communication Planning, Project Scoping, Project Documentation, Budget Management, Project Planning, Human Resources Management and Planning, Peer Review

    4.7
    Rating, 4.7 out of 5 stars
    ·
    337 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Strategic Product Development

    Skills you'll gain: New Product Development, Product Strategy, Product Development, Innovation, Team Management, Product Planning, Product Lifecycle Management, Agile Product Development, Product Roadmaps, Process Development, Corporate Strategy, Market Opportunities, Technology Roadmaps, Portfolio Management, Business Modeling

    Build toward a degree

    4.9
    Rating, 4.9 out of 5 stars
    ·
    19 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    N

    Nanyang Technological University, Singapore

    Introduction to Complexity Science

    Skills you'll gain: Systems Thinking, Forecasting, Jupyter, Network Analysis, Social Network Analysis, Sustainable Systems, Mathematical Modeling, Time Series Analysis and Forecasting, Analytical Skills, Simulations, Policy Analysis, Environmental Science, Critical Thinking, Probability Distribution

    4.6
    Rating, 4.6 out of 5 stars
    ·
    33 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Scrimba

    Learn JavaScript

    Skills you'll gain: JSON, Event-Driven Programming, Javascript, Mobile Development, Data Structures, Application Development, Object Oriented Programming (OOP), Video Game Development, Web Applications, Data Persistence, Scripting, Computer Programming, Front-End Web Development, Web Development, Debugging

    4.7
    Rating, 4.7 out of 5 stars
    ·
    150 reviews

    Beginner · Course · 1 - 3 Months

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

  • Introduction to Capital Markets: Corporate Finance Institute
  • Strategy and Finance for the lifecycle of a Social Business: Yunus Social Business Fund Bengaluru
  • Fundamentos de las Ventas y el Marketing con Goldman Sachs 10,000 Women: Goldman Sachs
  • Fundamentals of Management, with Goldman Sachs 10,000 Women: Goldman Sachs
  • Contratación y mercado digital. Aspectos legales y otras cuestiones de interés: Universitat Autònoma de Barcelona
  • Data Privacy, Security, Governance, Risk and Compliance: SkillUp
  • Marketing Strategy Capstone Project: IE Business School
  • Security Governance & Compliance: University of California, Irvine
  • Administración de Proyectos Project: Tecnológico de Monterrey
  • Strategic Product Development: University of Colorado Boulder

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