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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
    U

    University of California, Irvine

    Project Management Principles and Practices

    Skills you'll gain: Cost Estimation, Stakeholder Engagement, Project Planning, Project Estimation, Work Breakdown Structure, Cost Management, Project Schedules, Project Performance, Stakeholder Communications, Project Risk Management, Estimation, Risk Management, Project Management, Communication Planning, Planning, Quality Management, Change Control, Project Scoping, Milestones (Project Management), Budget Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    31K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    Intuit

    Intuit Academy Bookkeeping

    Skills you'll gain: Financial Statement Analysis, Bookkeeping, Reconciliation, Financial Statements, Fixed Asset, Inventory Control, Depreciation, Payroll, Financial Analysis, Asset Management, Ledgers (Accounting), Financial Accounting, Financial Reporting, Payroll Administration, Inventory Accounting, Accounting, Balance Sheet, Financial Acumen, Payroll Processing, Payroll Reporting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    8.3K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    Indian School of Business

    Trading Basics

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Trading, Balance Sheet, Securities Trading, Income Statement, Financial Analysis, Market Liquidity, Financial Market, Market Dynamics, Cash Flows, Equities, Order Management, Order Entry, Portfolio Management, Return On Investment, Risk Analysis

    4
    Rating, 4 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Pennsylvania

    English for Career Development

    Skills you'll gain: English Language, Language Competency, Vocabulary, Writing, Business Writing, Oral Expression, Interviewing Skills, Language Learning, Verbal Communication Skills, Business Correspondence, Concision, Social Skills, Professional Networking, Rapport Building, Job Analysis, Multilingualism, Communication, Professionalism, Recruitment

    4.8
    Rating, 4.8 out of 5 stars
    ·
    17K reviews

    Mixed · 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), Investment Management, Financial Systems, Securities Trading, Asset Management, Behavioral Economics, General Finance, Capital Markets, Risk Modeling, Equities, Financial Trading, Performance Measurement, Finance, Performance Analysis, Risk Management, Return On Investment

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

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Agile Project Management

    Skills you'll gain: Agile Project Management, Backlogs, Agile Software Development, Agile Methodology, User Story, Sprint Planning, Agile Product Development, Product Roadmaps, Sprint Retrospectives, Coaching, Team Management, Organizational Change, Prioritization, Problem Solving, Influencing

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

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Preparing for Google Cloud Certification: Cloud Network Engr

    Skills you'll gain: Application Performance Management, Distributed Denial-Of-Service (DDoS) Attacks, Google Cloud Platform, Cloud Infrastructure, Load Balancing, Prompt Engineering, Kubernetes, Network Performance Management, Network Monitoring, Prompt Engineering Tools, Containerization, Firewall, Virtual Networking, Network Architecture, Network Planning And Design, Infrastructure As A Service (IaaS), Prompt Patterns, Network Routing, Virtual Private Networks (VPN), Dashboard Creation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    50K reviews

    Intermediate · Professional Certificate · 3 - 6 Months

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

    John Wiley & Sons

    Taxes, Credit, and Loans

    Skills you'll gain: Tax Planning, Tax Management, Income Tax, Consumer Lending, Tax Preparation, Payroll Tax, Tax, Tax Compliance, Payment Systems, Deposit Accounts, Loans, Tax Returns, Banking, Credit Risk, Financial Systems, Financial Services, Financial Planning, Mortgage Loans, Real Estate, Transaction Processing

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidad Nacional Autónoma de México

    Finanzas personales

    Skills you'll gain: Insurance Policies, General Finance, Cost Reduction, Waste Minimization, Prioritization, Goal Setting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Éxito Profesional

    Skills you'll gain: Work Breakdown Structure, Business Writing, Critical Thinking and Problem Solving, Financial Statement Analysis, Critical Thinking, Cash Management, Team Leadership, Negotiation, Time Management, Planning, Entrepreneurship, Financial Statements, Productivity, Financial Analysis, Feasibility Studies, Verbal Communication Skills, Management Training And Development, Project Management, Finance, Change Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.4K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM Business Intelligence (BI) Analyst

    Skills you'll gain: Dashboard, Extract, Transform, Load, Data Storytelling, Data Visualization, Dashboard Creation, Database Design, Presentations, Data Presentation, Descriptive Statistics, IBM DB2, Business Intelligence, Data Visualization Software, Statistical Hypothesis Testing, Tableau Software, Relational Databases, Database Systems, Statistical Visualization, IBM Cognos Analytics, Interactive Data Visualization, Excel Formulas

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

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Meta

    Introduction to Front-End Development

    Skills you'll gain: HTML and CSS, Bootstrap (Front-End Framework), Responsive Web Design, Front-End Web Development, User Interface (UI), Hypertext Markup Language (HTML), Web Frameworks, Web Development, Web Development Tools, Cascading Style Sheets (CSS), Web Design, React.js, General Networking, Javascript, Web Servers

    4.8
    Rating, 4.8 out of 5 stars
    ·
    14K reviews

    Beginner · Course · 1 - 4 Weeks

1…565758…567

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

  • Project Management Principles and Practices: University of California, Irvine
  • Intuit Academy Bookkeeping: Intuit
  • Trading Basics: Indian School of Business
  • English for Career Development: University of Pennsylvania
  • Investment and Portfolio Management: Rice University
  • Agile Project Management: Google
  • Preparing for Google Cloud Certification: Cloud Network Engr: Google Cloud
  • Taxes, Credit, and Loans: John Wiley & Sons
  • Finanzas personales: Universidad Nacional Autónoma de México
  • Éxito Profesional: University of California, Irvine

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