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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.


Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Entrepreneurship

    Skills you'll gain: Ideation, Entrepreneurship, Value Propositions, Presentations, Entrepreneurial Finance, Innovation, New Product Development, Product Development, Business Planning, New Business Development, Business Risk Management, Business Modeling, Financial Analysis, Business Communication

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    K

    Keller Williams

    Manage a Real Estate Business

    Skills you'll gain: Administrative Support, Office Management, Real Estate, Organizational Skills, Real Estate Transactions, Business Planning, Business Management, Financial Planning, Professional Networking, Law, Regulation, and Compliance, Vendor Relationship Management, Compliance Management, Goal Setting, Business Economics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    21 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Introducción al mercado

    Skills you'll gain: Strategic Marketing, Marketing, Marketing Planning, Market Research, Target Market, Marketing Strategies, Go To Market Strategy, Business Analytics, Product Promotion, Market Analysis, Product Development, Consumer Behaviour, Entrepreneurship, New Business Development, Budgeting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    266 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Advanced Speaking and Listening Project

    Skills you'll gain: Verbal Communication Skills, Public Speaking, Communication, Active Listening, Planning, English Language, Organizational Skills, Detail Oriented, Creativity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    46 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Stakeholder Relations and Reporting

    Skills you'll gain: Stakeholder Communications, Stakeholder Management, Stakeholder Analysis, Communication Planning, Stakeholder Engagement, Public Relations, Public Affairs, Performance Reporting, Report Writing, Strategic Communication, Marketing Effectiveness, Community Outreach, Performance Metric, Data Storytelling, Presentations, Relationship Building, Data Visualization

    4.7
    Rating, 4.7 out of 5 stars
    ·
    35 reviews

    Beginner · 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
    ·
    604 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Automatic Data Processing, Inc. (ADP)

    ADP Entry-Level Compensation and Benefits Analyst

    Skills you'll gain: Compensation Analysis, Compensation Management, Compensation Strategy, Job Evaluation, Benefits Administration, Data Collection, Compensation and Benefits, Data Visualization, Job Analysis, Data-Driven Decision-Making, Project Management, Data Analysis, Microsoft Excel, Google Sheets, Human Resource Policies, Regulatory Compliance, Labor Compliance, Law, Regulation, and Compliance, Payroll, Program Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    104 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Sustainability Analyst Fundamentals

    Skills you'll gain: Program Implementation, Plan Execution, Sustainable Development, Business Planning, Data Analysis, Sustainability Reporting, Spreadsheet Software, Contract Management, Waste Minimization, Marketing and Public Relations, Analysis, Sustainability Standards, Policy Development, Annual Reports, Interactive Learning, Sustainable Business, Vendor Contracts, Goal Setting, Business Writing, Project Management

    4.4
    Rating, 4.4 out of 5 stars
    ·
    92 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Corporate Fraud: Detect, Prevent & Implement Controls

    Skills you'll gain: Fraud detection, Sarbanes Oxley Act (SOX) Compliance, Financial Controls, Financial Statement Analysis, Financial Auditing, Internal Controls, Investigation, Corporate Accounting, Compliance Management, Financial Analysis, Anomaly Detection, Risk Control, Business Ethics, Case Studies, Accounting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    13 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Florida

    Science of Training Young Athletes Part 2

    Skills you'll gain: Exercise Science, Sports Medicine, Athletic Training, Kinesiology, Physiology, Coaching, Rehabilitation, Injury Prevention, Stress Management, Planning, Human Musculoskeletal System

    4.9
    Rating, 4.9 out of 5 stars
    ·
    115 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Product Innovation Management

    Skills you'll gain: Product Development, Product Strategy, Sustainable Business, Product Management, Marketing, Sustainable Design, New Product Development, Product Lifecycle Management, Commercialization, Marketing Strategies, Business Marketing, Presentations, Corporate Sustainability, Market Dynamics, Financial Analysis, Financial Modeling, Business Metrics, Cash Flows

    Build toward a degree

    5
    Rating, 5 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Generative AI for Software Developers

    Skills you'll gain: Generative AI, Microsoft Copilot, Prompt Engineering, Test Case, Responsible AI, Microsoft Visual Studio, Version Control, Code Review, GitHub, Integrated Development Environments, AI Enablement, Software Configuration Management, Software Development Tools, Software Documentation, AI Workflows, Program Development, Development Environment, LLM Application, Maintainability, Project Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    160 reviews

    Intermediate · Specialization · 1 - 3 Months

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

  • Entrepreneurship: Fundação Instituto de Administração
  • Manage a Real Estate Business: Keller Williams
  • Introducción al mercado: Universidad Nacional Autónoma de México
  • Advanced Speaking and Listening Project: University of California, Irvine
  • Stakeholder Relations and Reporting: Microsoft
  • Fundamentals of Management, with Goldman Sachs 10,000 Women: Goldman Sachs
  • ADP Entry-Level Compensation and Benefits Analyst: Automatic Data Processing, Inc. (ADP)
  • Sustainability Analyst Fundamentals: Arizona State University
  • Corporate Fraud: Detect, Prevent & Implement Controls: EDUCBA
  • Science of Training Young Athletes Part 2: University of Florida

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