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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    G

    Google

    Google AI Essentials

    Skills you'll gain: Generative AI, Technology Roadmaps, Critical Thinking, Innovation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    20K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Project Execution: Running the Project

    Skills you'll gain: Quality Management, Project Closure, Team Management, Project Management, Project Management Life Cycle, Quality Assurance, Team Leadership, Project Controls, Project Implementation, Project Risk Management, Data Storytelling, Project Documentation, Continuous Improvement Process, Stakeholder Communications, Data-Driven Decision-Making, Process Improvement, Risk Management, Meeting Facilitation, Strategic Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    10K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Investment and Portfolio Management

    Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Market, Investments, Securities (Finance), Financial Systems, Securities Trading, Asset Management, Behavioral Economics, Capital Markets, Investment Management, Equities, Performance Measurement, Finance, Financial Services, Performance Analysis, Risk Management, Return On Investment, Market Liquidity, Wealth Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    2.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM Business Intelligence (BI) Analyst

    Skills you'll gain: Dashboard, Data Storytelling, Data Visualization, Database Design, Presentations, Descriptive Statistics, Extract, Transform, Load, IBM DB2, Business Intelligence, Data Visualization Software, Tableau Software, Relational Databases, Star Schema, IBM Cognos Analytics, Interactive Data Visualization, Microsoft SQL Servers, Regression Analysis, MySQL, Forecasting, Excel Formulas

    4.7
    Rating, 4.7 out of 5 stars
    ·
    16K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Introduction to Finance: The Basics

    Skills you'll gain: Financial Statements, Cash Flows, Financial Analysis, Finance, Income Statement, Balance Sheet, Corporate Finance, Financial Management, Financial Planning, Business, Business Management, Organizational Structure, Leadership and Management

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    542 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Work Smarter, Not Harder: Time Management for Personal & Professional Productivity

    Skills you'll gain: Time Management, Scheduling, Strategic Prioritization, Productivity Software, Professionalism, Planning, Overcoming Obstacles, Communication Strategies, Crisis Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    17K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI Leadership & Strategy

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, Ideation, Verification And Validation, Succession Planning, LLM Application, Productivity, OpenAI, Business Writing, Responsible AI, Generative AI, AI Enablement, Leadership, Meeting Facilitation, Organizational Leadership, Leadership and Management, Creativity, Problem Solving, Risk Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8.9K reviews

    Beginner · Specialization · 1 - 3 Months

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

    Coursera

    Analyze Budgets and Capital Structures Confidently

    Skills you'll gain: Variance Analysis, Financial Analysis, Budget Management, Strategic Decision-Making, Financial Modeling, Budgeting, Financial Statement Analysis, Financial Forecasting, Corporate Finance, Cost Management, Capital Budgeting, Risk Modeling, Spreadsheet Software, Microsoft Excel, Business Analytics, Data Analysis, Case Studies, Data-Driven Decision-Making, Risk Management

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Construction Management

    Skills you'll gain: Project Schedules, Construction Management, Construction Estimating, Project Finance, Cost Estimation, Punch Work, Construction, Project Risk Management, Bidding, Building Information Modeling, Scheduling, Cost Control, Environment Health And Safety, Project Closure, Lean Methodologies, Timelines, Real Estate, Finance, Business Transformation, Innovation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Human Resource Management: HR for People Managers

    Skills you'll gain: Performance Management, Performance Appraisal, Performance Review, Compensation Management, Compensation Strategy, Compensation and Benefits, Constructive Feedback, Workforce Planning, Human Resource Strategy, Human Resources, Employee Onboarding, Recruitment, Employee Performance Management, Recruitment Strategies, Human Capital, Full Cycle Recruitment, Talent Acquisition, Human Resources Management and Planning, Compensation Analysis, People Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Columbia University

    Economics of Money and Banking

    Skills you'll gain: International Finance, Derivatives, Financial Systems, Balance Sheet, Financial Market, Payment Systems, Banking, Capital Markets, Economics, Market Liquidity, Financial Regulation, Finance, Market Dynamics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.7K reviews

    Mixed · Course · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    Universidades Anáhuac

    Ruta de Emprendimiento: Creatividad, Finanzas y Acción

    Skills you'll gain: Entrepreneurial Finance, Innovation, Balance Sheet, Entrepreneurship, Creative Thinking, Financial Management, Business Modeling, Finance, Financial Planning, Business Strategy, Technology Strategies, Business, New Business Development, Strategic Decision-Making, Problem Solving, Growth Strategies, Value Propositions, Teamwork, Project Planning, Communication Strategies

    Beginner · Specialization · 3 - 6 Months

1…404142…434

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

  • Google AI Essentials: Google
  • Project Execution: Running the Project: Google
  • Investment and Portfolio Management: Rice University
  • IBM Business Intelligence (BI) Analyst: IBM
  • Introduction to Finance: The Basics: University of Illinois Urbana-Champaign
  • Work Smarter, Not Harder: Time Management for Personal & Professional Productivity: University of California, Irvine
  • Generative AI Leadership & Strategy: Vanderbilt University
  • Analyze Budgets and Capital Structures Confidently: Coursera
  • Construction Management: Columbia University
  • Human Resource Management: HR for People Managers: University of Minnesota

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