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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.


Popular Financial Planning Courses and Certifications


  • Status: Preview
    Preview
    U

    University of Virginia

    Bases de la planification et de la gestion de projet

    Skills you'll gain: Project Planning, Project Risk Management, Earned Value Management, Project Management Life Cycle, Risk Management, Project Coordination, Project Scoping, Project Management, Sprint Planning, Stakeholder Analysis, Agile Methodology, Budget Management, Dependency Analysis, Scheduling, Work Breakdown Structure, Kanban Principles

    4.7
    Rating, 4.7 out of 5 stars
    ·
    124 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Marketing Mix Fundamentals

    Skills you'll gain: Marketing, Marketing Channel, Marketing Communications, Product Management, Promotional Strategies, Marketing Strategies, Brand Management, Advertising, Media Planning, Product Lifecycle Management, Digital Media Strategy, Retail Store Operations, Conflict Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Commercial Awareness

    Skills you'll gain: Strategic Decision-Making, Business Acumen, Competitive Analysis, Sales Strategy, Strategic Thinking, Business Strategy, Market Trend, Market Analysis, Business Marketing, Sales, Financial Acumen, Leadership, Business, Business Management, Financial Analysis, Marketing Strategies, Marketing, Business Metrics, Market Dynamics, Consumer Behaviour

    4.5
    Rating, 4.5 out of 5 stars
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    16 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidad Austral

    Coberturas de riesgo con futuros y opciones para agrobusiness

    Skills you'll gain: Futures Exchange, Derivatives, Financial Trading, Strategic Decision-Making, Financial Market, Risk Management, Risk Mitigation, Market Dynamics, Business Risk Management, Risk Analysis, Market Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    122 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Decentralized Finance (DeFi) Primitives

    Skills you'll gain: Loans, Lending and Underwriting, FinTech, Key Management, Cryptography, Digital Assets, Market Liquidity, Financial Trading, Transaction Processing, Governance

    4.9
    Rating, 4.9 out of 5 stars
    ·
    464 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    H

    Harvard Business Review

    Think Like a Leader

    Skills you'll gain: Business Modeling, Business Acumen, Business Strategy, Data-Driven Decision-Making, Decision Making, Competitive Analysis, Financial Statements, Leadership, Financial Analysis, Team Leadership, Critical Thinking

    4.9
    Rating, 4.9 out of 5 stars
    ·
    10 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Advancing Women in Tech

    The Business of Product Management II

    Skills you'll gain: Product Roadmaps, Product Management, Customer Retention, Financial Analysis, Product Development, Product Lifecycle Management, Product Strategy, Innovation, Revenue Management, Financial Statements, Agile Methodology, Customer experience strategy (CX), Key Performance Indicators (KPIs), Continuous Improvement Process

    4.6
    Rating, 4.6 out of 5 stars
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    234 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Product Owner Certification [PSPO I] Preparation

    Skills you'll gain: AI Product Strategy, Backlogs, Agile Product Development, Stakeholder Communications, Product Roadmaps, Virtual Teams, Stakeholder Management, Agile Project Management, Product Strategy, Agile Methodology, User Story, Communication, Cross-Functional Collaboration, Product Lifecycle Management, Product Management, Negotiation, Product Requirements, Sprint Planning, Conflict Management, Scaled Agile Framework

    4.6
    Rating, 4.6 out of 5 stars
    ·
    175 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Developing Front-End Apps with React

    Skills you'll gain: React Redux, React.js, JavaScript Frameworks, Front-End Web Development, Full-Stack Web Development, Web Design and Development, UI Components, Web Applications, Web Development, Javascript, JSON, Event-Driven Programming, Data Access, Application Programming Interface (API), Dataflow

    4.4
    Rating, 4.4 out of 5 stars
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    756 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Institut Mines-Télécom

    Digital Business - Understand the digital world

    Skills you'll gain: Digital Transformation, Business Transformation, Entrepreneurship, Emerging Technologies, Innovation, Knowledge Transfer, Business Strategies, Business Modeling, Strategic Decision-Making, Network Model, Product Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    148 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Sourcing Analytics

    Skills you'll gain: Strategic Sourcing, Procurement, Supplier Management, Supply Chain, Supplier Performance Management, Supply Management, Supply Chain Management, Benchmarking, Competitive Analysis, Business Analytics, Analytics, Business Intelligence, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    20 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    W

    West Virginia University

    Account Management & Sales Force Design

    Skills you'll gain: Sales Management, Sales Strategy, Account Management, Sales, Sales Process, Sales Training, Inside Sales, Selling Techniques, Business Strategy, Outside Sales, Recruitment

    4.5
    Rating, 4.5 out of 5 stars
    ·
    302 reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Bases de la planification et de la gestion de projet: University of Virginia
  • Marketing Mix Fundamentals: IE Business School
  • Commercial Awareness: Coursera
  • Coberturas de riesgo con futuros y opciones para agrobusiness: Universidad Austral
  • Decentralized Finance (DeFi) Primitives: Duke University
  • Think Like a Leader: Harvard Business Review
  • The Business of Product Management II: Advancing Women in Tech
  • Product Owner Certification [PSPO I] Preparation: SkillUp
  • Developing Front-End Apps with React: IBM
  • Digital Business - Understand the digital world: Institut Mines-Télécom

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