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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
    U

    University of Pennsylvania

    ESG Risks and Opportunities

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Risk Analysis, Risk Management, Portfolio Risk, Case Studies, Business Risk Management, Stakeholder Management, Corporate Sustainability, Investment Management, Portfolio Management, Stakeholder Analysis, Environmental Management Systems, Investments, Financial Analysis, Sustainable Business, Governance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    776 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    PM Phases: Initiate, Plan, Execute

    Skills you'll gain: Project Closure, Risk Mitigation, Project Risk Management, Project Planning, Business Communication

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    B

    Banco Interamericano de Desarrollo

    Creative Enterprises

    Skills you'll gain: Entrepreneurship, New Business Development, Market Opportunities, Design Thinking, Lean Methodologies, Innovation, Business Planning, Creativity, Financial Management, Business Management, Fundraising

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Michigan State University

    How to Start Your Own Business

    Skills you'll gain: Financial Statements, Intellectual Property, Value Propositions, Business Planning, Design Thinking, Ideation, Innovation, Income Statement, Entrepreneurship, Customer Acquisition Management, Business Modeling, Product Development, Balance Sheet, Market Opportunities, Verification And Validation, Creative Thinking, Lean Methodologies, Open Mindset, Resource Management, Leadership

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    Strategic Leadership in Hospitality

    Skills you'll gain: Revenue Management, Customer experience strategy (CX), Service Design, Design Thinking, Change Management, Capital Expenditure, Financial Statement Analysis, Cost Control, Social Media Marketing, Hospitality Management, Social Media, Innovation, Financial Forecasting, Finance, Operations Management, Prototyping, Strategic Planning, Capital Budgeting, Search Engine Optimization, Key Performance Indicators (KPIs)

    4.4
    Rating, 4.4 out of 5 stars
    ·
    117 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    R

    Real Madrid Graduate School Universidad Europea

    Power & Performance: Foundations of Nutrition and Training

    Skills you'll gain: Physical Stamina, Sports Medicine, Nutrition and Diet, Exercise Science, Nutritional Assessment, Nutrition Education, Clinical Nutrition, Athletic Training, Kinesiology, Performance Analysis, Physiology, Hydrology, Meal Planning And Preparation, Stress Management, Planning, Performance Reporting, Load Balancing, Coordination, Leadership, Health Technology

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Applied Data Science with Python

    Skills you'll gain: Matplotlib, Network Analysis, Social Network Analysis, Feature Engineering, Data Visualization, Pandas (Python Package), Data Visualization Software, Interactive Data Visualization, Model Evaluation, Scientific Visualization, Applied Machine Learning, Supervised Learning, Text Mining, Visualization (Computer Graphics), Data Manipulation, NumPy, Graph Theory, Data Preprocessing, Natural Language Processing, Python Programming

    4.5
    Rating, 4.5 out of 5 stars
    ·
    34K reviews

    Intermediate · Specialization · 3 - 6 Months

  • 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, Real Estate, Finance, Business Transformation, Innovation, Architecture and Construction

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    Tally Education and Distribution Services Private Limited

    Fundamentals of Accounting and Reporting

    Skills you'll gain: Accounting, Financial Reporting, Bookkeeping, Accounting Software, Accounting Records, Financial Accounting, Financial Statements, General Ledger, Data Entry, Data Security, Banking, Data Management, Software Installation, Reconciliation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    169 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Entrepreneurship: Launching an Innovative Business

    Skills you'll gain: Customer Analysis, Commercialization, Product Planning, Business Modeling, Strategic Decision-Making, Innovation, Entrepreneurship, Entrepreneurial Finance, Market Opportunities, Business Planning, New Product Development, Sales Strategy, Sales Pipelines, Ideation, Sales Presentation, Customer Insights, Product Development, Team Building, Capital Markets, Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    Intuit

    Assets in Accounting

    Skills you'll gain: Inventory Accounting, Inventory Control, Depreciation, Fixed Asset, Property Accounting, Financial Accounting, Asset Management, Accounting, Financial Statements, Lease Contracts, Accounting Records, Bookkeeping, Income Statement, Balance Sheet, Capital Expenditure, Operating Expense

    4.4
    Rating, 4.4 out of 5 stars
    ·
    1.3K reviews

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Estimate Agile Work with Story Points

    Skills you'll gain: Sprint Planning, User Story, Project Estimation, Scrum (Software Development), Agile Project Management, Agile Methodology, Forecasting, Jira (Software), Project Management Software, Stakeholder Communications

    Beginner · Course · 1 - 4 Weeks

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

  • ESG Risks and Opportunities: University of Pennsylvania
  • PM Phases: Initiate, Plan, Execute: Coursera
  • Creative Enterprises: Banco Interamericano de Desarrollo
  • How to Start Your Own Business: Michigan State University
  • Strategic Leadership in Hospitality: Starweaver
  • Power & Performance: Foundations of Nutrition and Training: Real Madrid Graduate School Universidad Europea
  • Applied Data Science with Python: University of Michigan
  • Construction Management: Columbia University
  • Fundamentals of Accounting and Reporting: Tally Education and Distribution Services Private Limited
  • Entrepreneurship: Launching an Innovative Business: University of Maryland, College Park

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