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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
    U

    University of Illinois Urbana-Champaign

    Infonomics II: Business Information Management and Measurement

    Skills you'll gain: Asset Management, Intellectual Property, Data Quality, Information Management, Digital Assets, Business Valuation, Information Systems, Management Information Systems, Data Governance, Enterprise Modeling, Business Metrics, Accounting, Organizational Structure, Innovation, Data Analysis, Big Data

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    34 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Income Features in ProfitBooks

    Skills you'll gain: Order Management, Sales Process, Accounting Software, Inventory Control, Small Business Accounting, Inventory Management System, Customer Relationship Management (CRM) Software, Financial Reporting, Accounts Receivable, Cloud Security, Sales, Amazon Web Services, Data Security, Billing & Invoicing, Reconciliation, Accounting, Estimation, Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    16 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Alternative Investments: Investing in Land & Real Estate

    Skills you'll gain: Real Estate, Investments, Property and Real Estate, Risk Management, Portfolio Management, Portfolio Risk, Accounting, Market Liquidity, Balance Sheet, Business Valuation, Return On Investment, Financial Statements, Financial Planning, Case Studies

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    ASP.NET Core Foundation

    Skills you'll gain: ASP.NET, .NET Framework, C# (Programming Language), Object Oriented Programming (OOP), Web Development, Web Applications, Object Oriented Design, Programming Principles, Development Environment, Debugging

    4.1
    Rating, 4.1 out of 5 stars
    ·
    34 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    IT Systems Design and Analysis 

    Skills you'll gain: Systems Design, Business Process Modeling, Data Flow Diagrams (DFDs), Systems Analysis, Data Modeling, Digital Transformation, Business Process, Risk Management, Workflow Management, Systems Architecture, Business Analysis, Solution Design, Enterprise Resource Planning, Information Technology, Process Flow Diagrams, Prototyping, Computer Science, Agile Methodology, Product Lifecycle Management, Business Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    25 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    HubSpot Academy

    Sales Enablement

    Skills you'll gain: Sales Enablement, Sales Strategy, Lead Generation, Sales Training, Sales, Sales Process, Customer Success Management, Content Marketing, Target Audience, Content Strategy, Customer Engagement, Content Creation, Service Level Agreement

    2.9
    Rating, 2.9 out of 5 stars
    ·
    8 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    F

    Fudan University

    游戏产业概论

    Skills you'll gain: Video Game Development, Intellectual Property, Game Design, Animation and Game Design, Production Process, New Product Development, Augmented and Virtual Reality (AR/VR), Legal Risk, Product Management, Product Planning, Business, Entrepreneurship, Regulation and Legal Compliance, Global Marketing, Corporate Strategy, Innovation, Product Marketing, Art History, Computer Hardware, Case Studies

    3.6
    Rating, 3.6 out of 5 stars
    ·
    69 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Case Western Reserve University

    Be a Leader, Develop a Leader

    Skills you'll gain: Coaching, Leadership Development, Initiative and Leadership, Leadership, Influencing, Strategic Leadership, People Development, Professional Development, Organizational Leadership, Leadership and Management, Team Leadership, Visionary, Emotional Intelligence, Personal Development, Goal Setting, Relationship Building

    4.8
    Rating, 4.8 out of 5 stars
    ·
    81 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    PMP Exam Prep: Managing People with Power Skills

    Skills you'll gain: Team Management, Team Building, Expectation Management, Stakeholder Analysis, Resource Management, Relationship Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    58 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Dairy Nutrition for Udder Success

    Skills you'll gain: Nutritional Assessment, Predictive Analytics, Maternal Health, Machine Learning, Diagnostic Tests, Food and Beverage, Health Systems, Operating Cost, Nutrition and Diet, Market Dynamics, Water Resources, Food Safety and Sanitation, Manufacturing and Production, Behavioral Economics, Business Economics, Environment, Molecular Biology, Production Management, Consumer Behaviour, Molecular, Cellular, and Microbiology

    4.9
    Rating, 4.9 out of 5 stars
    ·
    33 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Coursera

    What is Procure to Pay

    Skills you'll gain: Purchasing, Process Improvement, Accounts Payable, Operational Efficiency, Procurement, Supplier Relationship Management, Payment Processing and Collection, Vendor Management, Cost Reduction, Invoicing, Compliance Management, Automation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    28 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad de Palermo

    Toma de Decisiones

    Skills you'll gain: Game Theory, Decision Making, Strategic Decision-Making, Coordination, Behavioral Economics, Organizational Leadership, Team Oriented, Systems Thinking, Emotional Intelligence, Creative Thinking, Psychology

    4.8
    Rating, 4.8 out of 5 stars
    ·
    44 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Infonomics II: Business Information Management and Measurement: University of Illinois Urbana-Champaign
  • Income Features in ProfitBooks: Coursera
  • Alternative Investments: Investing in Land & Real Estate: University of Illinois Urbana-Champaign
  • ASP.NET Core Foundation: Board Infinity
  • IT Systems Design and Analysis : SkillUp
  • Sales Enablement: HubSpot Academy
  • 游戏产业概论: Fudan University
  • Be a Leader, Develop a Leader: Case Western Reserve University
  • PMP Exam Prep: Managing People with Power Skills: University of Maryland, College Park
  • Dairy Nutrition for Udder Success: University of Illinois Urbana-Champaign

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