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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
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    T

    The Hong Kong University of Science and Technology

    Software Engineering: Modeling Software Systems using UML

    Skills you'll gain: Requirements Analysis, Unified Modeling Language, Object Oriented Design, Functional Requirement, Data Modeling, Object Oriented Programming (OOP), Systems Development Life Cycle, System Requirements, Diagram Design, Software Development, Software Engineering, Software Systems, Model Evaluation, Project Planning, Project Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    356 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM Project Manager

    Skills you'll gain: Stakeholder Engagement, Agile Software Development, Project Management Life Cycle, Resource Management, Risk Management, Peer Review, Earned Value Management, Stakeholder Management, Agile Methodology, Project Risk Management, Kanban Principles, Project Schedules, Project Management Institute (PMI) Methodology, Project Management, Negotiation, IT Management, Interviewing Skills, Professional Networking, Leadership, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    5.5K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Healthcare Business Strategy and New Venture Design

    Skills you'll gain: Business Modeling, Market Analysis, Regulatory Compliance, Innovation, Healthcare Industry Knowledge, Entrepreneurship, Business Strategies, New Business Development, Product Development, Business Planning, Team Leadership, Stakeholder Analysis, Sales Presentations, Business Valuation, Fundraising

    Build toward a degree

    Beginner · Course · 1 - 4 Weeks

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

    University of Cambridge

    Foundations of Finance

    Skills you'll gain: Cash Flow Forecasting, Financial Reporting, Cash Flows, Finance, Financial Management, Financial Acumen, Financial Statements, Risk Management, Return On Investment, Business Risk Management, Business Ethics, Stakeholder Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    33 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
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    N

    Northwestern University

    Scaling Operations: Linking Strategy and Execution

    Skills you'll gain: Data-Driven Decision-Making, Strategic Sourcing, Operational Analysis, Operations Management, Business Operations, Capacity Planning, Supply Chain, Competitive Analysis, Strategic Decision-Making, Business Strategy, Supplier Relationship Management, Case Studies, Return On Investment, Planning, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    262 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    PwC

    Problem Solving with Excel

    Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Spreadsheet Software, Data Validation, Complex Problem Solving, Data Analysis Software, Data Entry, Data Analysis, Statistical Analysis, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    5.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Top 20 Most Powerful Life Coaching Questions

    Skills you'll gain: Empowerment, Coaching, Personal Development, Optimism, Accountability, Journals, Positivity, Mentorship, Lifelong Learning, Self-Awareness, Empathy, Resilience, Goal Setting, Relationship Building, Creativity

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Florida

    The Science of Training Young Athletes

    Skills you'll gain: Sports Medicine, Coaching, Athletic Training, Pediatrics, Exercise Science, Physiology, Kinesiology, Child Development, Working With Children, Anatomy, Training Programs, Injury Prevention, Coordination, Nutrition and Diet, Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    980 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Sound the Alarm: Detection and Response

    Skills you'll gain: Intrusion Detection and Prevention, Incident Response, Computer Security Incident Management, Threat Detection, Event Monitoring, Security Information and Event Management (SIEM), Security Management, Network Security, Network Monitoring, Splunk, Network Analysis, Technical Documentation

    4.8
    Rating, 4.8 out of 5 stars
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    3.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    L

    LearnQuest

    Transforming Sales Impact for Sustainable Growth

    Skills you'll gain: Account Strategy, Account Management, Marketing Analytics, Return On Investment, Sales Management, Sales Strategy, Risk Management, Loyalty Programs, Customer Advocacy, Sales, Digital Transformation, Business Risk Management, Business Metrics, Business Transformation, Innovation, Telecommuting, Virtual Teams, Customer Relationship Building

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Investments II: Lessons and Applications for Investors

    Skills you'll gain: Investments, Portfolio Management, Finance, Return On Investment, Behavioral Economics, Equities, Financial Market, Asset Management, Portfolio Risk, Performance Analysis, Income Tax, Decision Making, Benchmarking

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    881 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Everyday Excel, Part 1

    Skills you'll gain: Data Import/Export, Microsoft Excel, Data Visualization, Spreadsheet Software, Data Management, Excel Macros, Data Cleansing, Excel Formulas, Data Validation, Productivity Software, Data Sharing, Microsoft Word, Visual Basic (Programming Language), Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.7K reviews

    Beginner · Course · 1 - 3 Months

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

  • Software Engineering: Modeling Software Systems using UML: The Hong Kong University of Science and Technology
  • IBM Project Manager: IBM
  • Healthcare Business Strategy and New Venture Design: University of Illinois Urbana-Champaign
  • Foundations of Finance: University of Cambridge
  • Scaling Operations: Linking Strategy and Execution: Northwestern University
  • Problem Solving with Excel : PwC
  • Top 20 Most Powerful Life Coaching Questions: Packt
  • The Science of Training Young Athletes: University of Florida
  • Sound the Alarm: Detection and Response: Google
  • Transforming Sales Impact for Sustainable Growth: LearnQuest

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