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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: New
    New
    Status: Free Trial
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    EDUCBA

    Effective Email Marketing Campaign Design

    Skills you'll gain: Email Marketing, Direct Marketing, Driving engagement, Customer Engagement, Target Audience, Content Marketing, Marketing Effectiveness, Campaign Management, Marketing Strategy and Techniques, Marketing Strategies, Campaign Planning, Customer Relationship Building, Customer Retention, Personalized Campaigns, Marketing Communications, Relationship Management, Communication Planning

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Fundamentals of Equities

    Skills you'll gain: Equities, Investments, Portfolio Risk, Financial Statement Analysis, Financial Analysis, Market Data, Investment Management, Financial Accounting, Financial Trading, Balance Sheet, Financial Market, Business Metrics, Financial Statements, Risk Management, Securities Trading, Risk Analysis, Income Statement, Business Economics, Cash Flows, Product Knowledge

    4.3
    Rating, 4.3 out of 5 stars
    ·
    418 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Data Visualization & Business Intelligence

    Skills you'll gain: Data Storytelling, Data Presentation, Dashboard, Data Analysis Expressions (DAX), Power BI, Data Visualization, Key Performance Indicators (KPIs), Data Transformation, Dashboard Creation, Presentations, Data Synthesis, Usability Testing, Microsoft PowerPoint, Star Schema, Data Integration, Microsoft Excel, Business Intelligence Software, Pivot Tables And Charts, Business Intelligence, Data Cleansing

    4.6
    Rating, 4.6 out of 5 stars
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    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free
    Free
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    Goldman Sachs

    Fundamentals of Business Finance, with Goldman Sachs 10,000 Women

    Skills you'll gain: Financial Statements, Financial Acumen, Financial Statement Analysis, Income Statement, Balance Sheet, Financial Analysis, Small Business Accounting, Business Acumen, Financial Accounting, Entrepreneurial Finance, Business Metrics, Gross Profit, Profit and Loss (P&L) Management, Business Mathematics, Financial Data, Revenue Recognition, Asset Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.4K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    J

    John Wiley & Sons

    Strategic Fundraising: Donors, Gifts & Partnerships

    Skills you'll gain: Fundraising, Philanthropy, Grant Writing, Grant Applications, Strategic Partnership, Relationship Building, Campaign Management, Driving engagement, Campaign Planning, Diversity and Inclusion, Communication Strategies, Consumer Behaviour, Diversity Awareness, Decision Making, Cultural Diversity

    Intermediate · Course · 3 - 6 Months

  • Status: Preview
    Preview
    S

    Stanford University

    International Women's Health and Human Rights

    Skills you'll gain: Community Organizing, Community Development, Community Outreach, Maternal Health, Community Health, Obstetrics And Gynecology, Gerontology, Child Health, Student Engagement, Health Disparities, Gynecology, Health Equity, Social Work, Social Justice, Family Planning, Social Determinants Of Health, Social and Human Services, Socioeconomics, Child Welfare, Health Education

    4.9
    Rating, 4.9 out of 5 stars
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    1.7K reviews

    Beginner · Course · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Professional Risk and Program Management

    Skills you'll gain: Enterprise Risk Management (ERM), Program Management, Bidding, Stakeholder Engagement, Project Schedules, Stakeholder Management, Risk Analysis, Leadership and Management, Stakeholder Communications, Strategic Leadership, Communication Planning, Project Estimation, Project Risk Management, Work Breakdown Structure, Scheduling, Team Leadership, Contract Management, Governance Risk Management and Compliance, Procurement, Project Controls

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    HR Management and Hiring for Startups

    Skills you'll gain: Compensation Management, Talent Recruitment, Compensation Strategy, Human Resource Strategy, Human Resources Management and Planning, Employee Onboarding, Employee Engagement, Workforce Planning, Talent Acquisition, Training and Development, Human Resources, Training Programs, Employee Retention, Employee Training, Compensation Analysis, Recruitment, Workforce Management, Compensation and Benefits, Human Resources Information System (HRIS), Recruitment Strategies

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Program Management for Organizational Success

    Skills you'll gain: Program Management, Leadership and Management, Strategic Leadership, Stakeholder Engagement, Communication Planning, Team Leadership, Team Performance Management, Team Management, Organizational Leadership, Stakeholder Management, Organizational Strategy, Governance, Strategic Planning, Project Portfolio Management, Stakeholder Analysis, Leadership, Plan Execution, Stakeholder Communications, Project Management, Program Implementation

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Fixed Income and Bond Valuation Analysis

    Skills you'll gain: Credit Risk, Securities (Finance), Financial Market, Investment Banking, Business Valuation, Cash Flows, Investment Management, Capital Markets, Investments, Risk Analysis, Banking, Financial Analysis, Securities Trading, Financial Trading, Finance, Market Dynamics, Income Statement

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    Software Engineering

    Skills you'll gain: Software Design Patterns, Requirements Analysis, White-Box Testing, Systems Development Life Cycle, Software Architecture, Acceptance Testing, Software Development Methodologies, Unified Modeling Language, Software Development Life Cycle, Configuration Management, Software Quality Assurance, Debugging, Software Engineering, Software Testing, Object Oriented Design, Functional Requirement, Data Modeling, Systems Design, Project Management, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    665 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Economics and Global Trade Strategies

    Skills you'll gain: Economics, International Finance, Supply And Demand, Economics, Policy, and Social Studies, Business Economics, Consumer Behaviour, Market Dynamics, Financial Trading, Financial Systems, General Finance, Financial Policy, Game Theory, Competitive Analysis, Market Analysis, Bidding, Finance, Public Policies, Fiscal Management

    Mixed · Course · 1 - 3 Months

1…99100101…572

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

  • Effective Email Marketing Campaign Design: EDUCBA
  • Fundamentals of Equities: Interactive Brokers
  • Data Visualization & Business Intelligence: Coursera
  • Fundamentals of Business Finance, with Goldman Sachs 10,000 Women: Goldman Sachs
  • Strategic Fundraising: Donors, Gifts & Partnerships: John Wiley & Sons
  • International Women's Health and Human Rights: Stanford University
  • Professional Risk and Program Management: EDUCBA
  • HR Management and Hiring for Startups: EDUCBA
  • Program Management for Organizational Success: EDUCBA
  • Fixed Income and Bond Valuation Analysis: EDUCBA

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