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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

    Skills you'll gain: Project Schedules, Project Planning, Stakeholder Management, Communication Planning, Project Implementation, Earned Value Management, Agile Methodology, Agile Project Management, Stakeholder Communications, Project Scoping, Work Breakdown Structure, Project Management, Program Management, Conflict Management, Project Coordination, Milestones (Project Management), Resource Utilization, Resource Planning, Project Documentation, Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    32 reviews

    Beginner · Specialization · 3 - 6 Months

  • 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: New
    New
    Status: Preview
    Preview
    B

    Board Infinity

    Forecasting for Marketers: Mastering Google Analytics

    Skills you'll gain: Marketing Budgets, Stakeholder Engagement, Data-Driven Decision-Making, Marketing Effectiveness, Marketing Planning, Analytics, Data Presentation, Predictive Modeling, Trend Analysis, Presentations, Dashboard, Performance Reporting, Data Quality

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Good with Words: Writing and Editing

    Skills you'll gain: Writing and Editing, Editing, Constructive Feedback, Concision, Writing, Organizational Skills, Proofreading, Storytelling, Productivity, Planning, Detail Oriented, Time Management, Brainstorming, Content Creation, Overcoming Obstacles, Resourcefulness, Willingness To Learn, Decision Making, Critical Thinking, Creativity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Product Cost and Investment Cash Flow Analysis

    Skills you'll gain: Cost Estimation, Cost Management, Financial Modeling, Investment Management, Risk Management, Finance, Spreadsheet Software, Financial Planning, Financial Analysis, Financial Management, Cost Accounting, Business Mathematics, Return On Investment, Cash Flows, Product Management

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    88 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Financing for Startup Businesses

    Skills you'll gain: FinTech, Entrepreneurial Finance, Fundraising and Crowdsourcing, Financial Analysis, Financial Modeling, Finance, Private Equity, Financial Services, Credit Risk, Financial Forecasting, Microsoft Excel, Liquidation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    214 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Everyday Excel, Part 2

    Skills you'll gain: Regression Analysis, Microsoft Excel, Statistical Modeling, Excel Formulas, Financial Analysis, Predictive Modeling, Data Management, Financial Modeling, Data Analysis Expressions (DAX), Financial Forecasting, Process Optimization, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    570 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Operations Analytics

    Skills you'll gain: Descriptive Analytics, Business Analytics, Analytics, Predictive Analytics, Operational Analysis, Business Operations, Data Analysis, Operations Management, Data-Driven Decision-Making, Demand Planning, Forecasting, Simulation and Simulation Software, Business Modeling, Inventory and Warehousing, Process Optimization, Risk Analysis, Excel Formulas, Supply Chain Planning, Decision Making, Strategic Decision-Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    5.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    ESSEC Business School

    Hotel Management: Distribution, Revenue and Demand Management

    Skills you'll gain: Revenue Management, Hospitality Management, Competitive Analysis, Digital Marketing, Data-Driven Decision-Making, Stakeholder Communications, Forecasting, Budgeting, Demand Generation, Hotel Operations, Asset Management, Hospitality, Marketing, Financial Forecasting, Strategic Marketing, Target Market, Financial Analysis, Strategic Planning, Marketing Channel, Business Modeling

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.2K reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Illinois Urbana-Champaign

    Introduction to Sustainability

    Skills you'll gain: Environmental Policy, Sustainable Development, Environment, Water Resources, Demography, Energy and Utilities, Environmental Science, Environmental Resource Management, Sustainability Standards, Sustainable Engineering, Water Resource Management, Social Sciences, Climate Change Adaptation, Economics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.7K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Caltech

    Pricing Options with Mathematical Models

    Skills you'll gain: Derivatives, Financial Market, Securities (Finance), Finance, Risk Modeling, Mathematical Modeling, Financial Modeling, Risk Management, Portfolio Management, Probability, Advanced Mathematics, Differential Equations, Applied Mathematics, Calculus

    4.7
    Rating, 4.7 out of 5 stars
    ·
    38 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Term-Structure and Credit Derivatives

    Skills you'll gain: Derivatives, Mortgage Loans, Securities (Finance), Credit Risk, Financial Modeling, Risk Modeling, Financial Market, Mathematical Modeling, Securities Trading, Applied Mathematics, Investment Banking, Microsoft Excel, Risk Analysis, Cash Flows, Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    63 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Project Management: University of California, Irvine
  • Top 20 Most Powerful Life Coaching Questions: Packt
  • Forecasting for Marketers: Mastering Google Analytics: Board Infinity
  • Good with Words: Writing and Editing: University of Michigan
  • Product Cost and Investment Cash Flow Analysis : University of Colorado Boulder
  • Financing for Startup Businesses: Duke University
  • Everyday Excel, Part 2: University of Colorado Boulder
  • Operations Analytics: University of Pennsylvania
  • Hotel Management: Distribution, Revenue and Demand Management: ESSEC Business School
  • Introduction to Sustainability: University of Illinois Urbana-Champaign

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