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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: Preview
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    U

    University of Pennsylvania

    Network Dynamics of Social Behavior

    Skills you'll gain: Social Network Analysis, Network Analysis, Social Sciences, Sociology, Systems Thinking, Economics, Policy, and Social Studies, Simulations, Culture, Graph Theory, Complex Problem Solving, Innovation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    399 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Creating a Budget with Microsoft Excel

    Skills you'll gain: Budgeting, Microsoft Excel, Budget Management, Operating Budget, Excel Formulas, Spreadsheet Software, Financial Data, Microsoft Office

    4.5
    Rating, 4.5 out of 5 stars
    ·
    635 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    Universidade de São Paulo

    Iniciação e Planejamento de Projetos

    Skills you'll gain: Conflict Management, Stakeholder Management, Project Planning, Project Documentation, Project Management, Organizational Structure, Project Scoping, Leadership and Management, Influencing, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    970 reviews

    Beginner · Course · 1 - 3 Months

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    U

    University of Illinois Urbana-Champaign

    Governmental Accounting II and Nonprofit Accounting

    Skills you'll gain: Fund Accounting, Governmental Accounting, Non-Profit Accounting, Financial Analysis, Financial Statement Analysis, Financial Statements, Governance, Financial Reporting, Revenue Recognition, Generally Accepted Accounting Principles (GAAP), Accounting, Compliance Management, Cash Flows, Tax Compliance, Reconciliation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    26 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    The GRC Approach to Managing Cybersecurity

    Skills you'll gain: Cyber Governance, Cyber Security Policies, Cyber Security Strategy, Security Management, Cyber Risk, Cybersecurity, Risk Management Framework, Continuous Monitoring, Security Controls, Enterprise Security, Information Privacy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    368 reviews

    Beginner · Course · 1 - 3 Months

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    P

    Pontificia Universidad Católica de Chile

    Transferencia tecnológica: De la investigación al mercado.

    Skills you'll gain: Feasibility Studies, Knowledge Transfer, Intellectual Property, Technology Strategies, Commercialization, Technical Management, New Product Development, Innovation, Entrepreneurship, Market Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    740 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    Liberty Mutual Insurance

    Liberty Mutual Insurance Sales Agent

    Skills you'll gain: Insurance, Insurance Policies, Closing (Sales), Insurance Sales, Overcoming Objections, Sales Prospecting, Productivity, Prospecting and Qualification, Verbal Communication Skills, Workers Compensation, Storytelling, Risk Management, Customer Relationship Building, Customer Retention, Sales Presentation, Communication, Underwriting, Consultative Selling, Commercial Laws, Product Knowledge

    4.5
    Rating, 4.5 out of 5 stars
    ·
    65 reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    U

    University of Colorado System

    Inclusive Leadership: The Power of Workplace Diversity

    Skills you'll gain: Workplace inclusivity, Diversity and Inclusion, Diversity Awareness, Cultural Diversity, Self-Awareness, Leadership, Interpersonal Communications, Emotional Intelligence, Active Listening, Communication, Empathy & Emotional Intelligence, Constructive Feedback, Culture

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    D

    Dubai College of Tourism

    Travel Agency Operations

    Skills you'll gain: Booking (Sales), Travel Arrangements, Selling Techniques, Sales, Hospitality, Client Services, Office Procedures, Financial Analysis, Workflow Management, Proposal Development, Document Management, Customer Communications Management

    4.7
    Rating, 4.7 out of 5 stars
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    56 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Balance Sheet and Business Cases

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Balance Sheet, Financial Acumen, Income Statement, Financial Analysis, Profit and Loss (P&L) Management, Business Modeling, Operational Analysis, Operational Efficiency

    4.9
    Rating, 4.9 out of 5 stars
    ·
    35 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    Northwestern University

    Modern Robotics, Course 2: Robot Kinematics

    Skills you'll gain: Robotics, Mathematical Modeling, Mathematical Software, Engineering Calculations, Applied Mathematics, Engineering Analysis, Mechanics, Simulation and Simulation Software, Engineering, Virtual Environment, Torque (Physics), Numerical Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    298 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    E

    EDHEC Business School

    Building Strategic Foresight Capabilities

    Skills you'll gain: Systems Thinking, Strategic Thinking, Forecasting, Strategic Planning, Strategic Decision-Making, Stakeholder Engagement, Organizational Strategy, Complex Problem Solving, Business Transformation, Business Strategy, Trend Analysis, Innovation, Sustainable Development, Decision Making, Creativity, Emerging Technologies

    4.9
    Rating, 4.9 out of 5 stars
    ·
    254 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Network Dynamics of Social Behavior: University of Pennsylvania
  • Creating a Budget with Microsoft Excel: Coursera
  • Iniciação e Planejamento de Projetos: Universidade de São Paulo
  • Governmental Accounting II and Nonprofit Accounting: University of Illinois Urbana-Champaign
  • The GRC Approach to Managing Cybersecurity: Kennesaw State University
  • Transferencia tecnológica: De la investigación al mercado.: Pontificia Universidad Católica de Chile
  • Liberty Mutual Insurance Sales Agent: Liberty Mutual Insurance
  • Inclusive Leadership: The Power of Workplace Diversity: University of Colorado System
  • Travel Agency Operations: Dubai College of Tourism
  • Balance Sheet and Business Cases: Duke University

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