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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


  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    What is Compliance?

    Skills you'll gain: Compliance Management, Compliance Training, Regulation and Legal Compliance, Legal Risk, Law, Regulation, and Compliance, Governance Risk Management and Compliance, Compliance Reporting, Regulatory Requirements, Compliance Auditing, Risk Management, Operational Risk, Governance, Risk Mitigation, Strategic Planning, Risk Analysis, Brand Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Michigan State University

    Structure: Building the Frame for Business Growth

    Skills you'll gain: Financial Statements, Intellectual Property, Income Statement, Business Planning, Balance Sheet, Financial Modeling, Organizational Structure, Business Strategies, Team Management, Cash Flows, Regulation and Legal Compliance, Legal Risk, Recruitment Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    158 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    MedCerts

    Reimbursement

    Skills you'll gain: Claims Processing, Medical Coding, Medical Records, Health Information Management, Medical Privacy, Personally Identifiable Information, Regulatory Compliance

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Virginia

    Grow to Greatness: Smart Growth for Private Businesses, Part I

    Skills you'll gain: Growth Strategies, Business Planning, Business Strategy, Business Development, Strategic Thinking, Business Priorities, Entrepreneurship, Business Process, Planning, Value Propositions, Market Opportunities, Innovation, Business Intelligence, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    660 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnQuest

    Growth Strategies and Career Readiness in Tech Sales

    Skills you'll gain: Selling Techniques, Upselling, Technical Sales, Sales, Cross Selling, LinkedIn, Business Ethics, Sales Strategy, digital literacy, Professional Networking, Automation, Goal Setting, Compliance Management, Customer Retention

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica de Chile

    Planificación y gestión estratégica para Pymes

    Skills you'll gain: Customer Relationship Management, Financial Analysis, Business Modeling, Business Planning, Business Strategy, Financial Statements, Strategic Decision-Making, Accounting, Entrepreneurship, Competitive Analysis, Value Propositions

    4.9
    Rating, 4.9 out of 5 stars
    ·
    997 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI for Educators & Teachers

    Skills you'll gain: Prompt Engineering, Generative AI, ChatGPT, Ideation, Verification And Validation, Creative Problem-Solving, AI Enablement, Expense Reports, Responsible AI, AI Personalization, Image Analysis, Creativity, LLM Application, Innovation, Brainstorming, Game Design, Expense Management, Organizational Skills, Artificial Intelligence, Lesson Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.9K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Accounting Analysis II: Measurement and Disclosure of Liabilities

    Skills you'll gain: Financial Statement Analysis, Financial Statements, International Financial Reporting Standards, Financial Accounting, Standard Accounting Practices, Balance Sheet, Financial Reporting, Accounting, Accruals, Generally Accepted Accounting Principles (GAAP), Accounts Payable, Lease Contracts

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    130 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Product Cost and Investment Cash Flow Analysis

    Skills you'll gain: Cost Estimation, Cost Management, Financial Modeling, Investment Management, Risk Management, Finance, Spreadsheet Software, Financial Planning, Financial Analysis, Financial Management, Cost Accounting, Business Mathematics, Return On Investment, Cash Flows, Product Management

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    88 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management Project

    Skills you'll gain: Project Risk Management, Project Schedules, Work Breakdown Structure, Timelines, Risk Management, Peer Review, Budgeting, Project Planning, Scheduling, Project Management, Project Implementation, Project Scoping, Project Documentation, Matrix Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Análisis de Negocios con Estados Financieros

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Cash Flows, Cash Management, Working Capital, Accrual Accounting, Asset Management, Operating Expense, Resource Management, Equities, Market Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    141 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Computer Communications

    Skills you'll gain: TCP/IP, Local Area Networks, Routing Protocols, Network Routing, Digital Communications, OSI Models, Network Protocols, Dynamic Host Configuration Protocol (DHCP), Network Planning And Design, Network Security, Network Architecture, Computer Networking, Network Infrastructure, Network Performance Management, Wireless Networks, Graph Theory, Telecommunications, Software-Defined Networking, Algorithms, System Programming

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.4K reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • What is Compliance?: University of Pennsylvania
  • Structure: Building the Frame for Business Growth: Michigan State University
  • Reimbursement: MedCerts
  • Grow to Greatness: Smart Growth for Private Businesses, Part I: University of Virginia
  • Growth Strategies and Career Readiness in Tech Sales: LearnQuest
  • Planificación y gestión estratégica para Pymes: Pontificia Universidad Católica de Chile
  • Generative AI for Educators & Teachers: Vanderbilt University
  • Accounting Analysis II: Measurement and Disclosure of Liabilities: University of Illinois Urbana-Champaign
  • Product Cost and Investment Cash Flow Analysis : University of Colorado Boulder
  • Project Management Project: University of California, Irvine

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