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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
    C

    Corporate Finance Institute

    Fundamentals of Data Analysis in Excel

    Skills you'll gain: Microsoft Excel, Pivot Tables And Charts, Spreadsheet Software, Dashboard, Data Transformation, Data Analysis, Excel Formulas, Data Visualization Software, Data Presentation, Data Manipulation, Business Intelligence, Data Cleansing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    84 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    From Brand to Image: Creating High Impact Campaigns That Tell Brand Stories

    Skills you'll gain: Production Planning, Advertising Campaigns, Advertising, Brand Strategy, Marketing Design, Branding, Creative Design, Proposal Development, Storytelling, Production Process, Marketing Communications, Photography, Presentations, Brainstorming, Campaign Management, Creativity, Value Propositions, Target Audience

    4.7
    Rating, 4.7 out of 5 stars
    ·
    277 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    LearnKartS

    Project Management Principles,Performance Domains,Tailoring

    Skills you'll gain: Stakeholder Engagement, Adaptability, Project Management, Project Management Life Cycle, Agile Project Management, Project Performance, Team Performance Management, Project Risk Management, Team Management, Quality Improvement, Project Scoping, Process Improvement, Project Planning, Performance Measurement, Change Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    43 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Alberta

    A Complete Reinforcement Learning System (Capstone)

    Skills you'll gain: Reinforcement Learning, Artificial Intelligence and Machine Learning (AI/ML), Simulations, Model Evaluation, Performance Testing, Artificial Neural Networks, Machine Learning, Machine Learning Algorithms, Markov Model, Algorithms, Performance Tuning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    649 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Case Western Reserve University

    Beyond Silicon Valley: Growing Entrepreneurship in Transitioning Economies

    Skills you'll gain: Philanthropy, Entrepreneurship, Global Marketing, Entrepreneurial Finance, Innovation, New Business Development, Community Development, Economic Development, Commercialization, Mentorship, Governance, Case Studies, Public Policies, Program Evaluation

    4.5
    Rating, 4.5 out of 5 stars
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    128 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica del Perú

    Fundamentos del Modelo de Negocio Canvas

    Skills you'll gain: Business Modeling, Value Propositions, Target Market, Customer Analysis, Business Process Modeling, Business Planning, Strategic Partnership, Competitive Analysis, Business Strategies, Market Opportunities, Business Analysis, Market Analysis, Business Development, New Business Development, Financial Analysis, Resource Management, Customer Relationship Management, Cost Accounting, Product Knowledge, Revenue Management

    4.8
    Rating, 4.8 out of 5 stars
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    245 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    First Steps in Making the Business Case for Sustainability

    Skills you'll gain: Sustainable Business, Environmental Social And Corporate Governance (ESG), Change Management, Sustainability Reporting, Financial Analysis, Systems Thinking, Proposal Development, Cost Benefit Analysis, Environmental Issue, Business, Economics, Packaging and Labeling, Product Lifecycle Management

    4.7
    Rating, 4.7 out of 5 stars
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    215 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    K

    Kennesaw State University

    Business Model Canvas: A Tool for Entrepreneurs and Innovators (Project-Centered Course)

    Skills you'll gain: Value Propositions, Business Modeling, Presentations, Customer Analysis, Innovation, Customer Relationship Management, Entrepreneurship, Marketing Channel, Business Strategy, Strategic Partnership, Cost Management, Revenue Management, Resource Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    686 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Management Fundamentals

    Skills you'll gain: People Management, Employee Performance Management, Leadership and Management, Decision Making, Organizational Change, Organizational Structure, Performance Appraisal, Team Motivation, Diversity Equity and Inclusion Initiatives, Compensation Management, Job Analysis, Recruitment, Leadership, Change Management, Constructive Feedback

    4.7
    Rating, 4.7 out of 5 stars
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    524 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Create a Mortgage Calculator in Excel

    Skills you'll gain: Financial Data, Microsoft Excel, Spreadsheet Software, Excel Formulas, Microsoft 365, Financial Modeling, Mortgage Loans, Timelines

    4.3
    Rating, 4.3 out of 5 stars
    ·
    30 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    P

    Packt

    CISSP Certified Information Systems Security Professional

    Skills you'll gain: Identity and Access Management, Computer Security Incident Management, Network Security, Cryptography, AWS Identity and Access Management (IAM), Encryption, User Provisioning, Security Management, Penetration Testing, Vulnerability Scanning, ISO/IEC 27001, Information Systems Security, Network Architecture, Computer Networking, DevSecOps, Risk Management, OAuth, Data Management, Software Development Methodologies, Cybersecurity

    4.8
    Rating, 4.8 out of 5 stars
    ·
    131 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for People and Talent Management

    Skills you'll gain: Generative AI Agents, Employee Performance Management, Workforce Planning, Talent Management, Performance Management, AI Personalization, People Development, Human Resource Strategy, HR Tech, Human Resources, People Analytics, Workforce Management, Diversity and Inclusion, Innovation, Analytics, Adaptability

    4.6
    Rating, 4.6 out of 5 stars
    ·
    8 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Fundamentals of Data Analysis in Excel: Corporate Finance Institute
  • From Brand to Image: Creating High Impact Campaigns That Tell Brand Stories: IE Business School
  • Project Management Principles,Performance Domains,Tailoring: LearnKartS
  • A Complete Reinforcement Learning System (Capstone): University of Alberta
  • Beyond Silicon Valley: Growing Entrepreneurship in Transitioning Economies: Case Western Reserve University
  • Fundamentos del Modelo de Negocio Canvas: Pontificia Universidad Católica del Perú
  • First Steps in Making the Business Case for Sustainability: University of Colorado System
  • Business Model Canvas: A Tool for Entrepreneurs and Innovators (Project-Centered Course): Kennesaw State University
  • Management Fundamentals: University of Pennsylvania
  • Create a Mortgage Calculator in Excel: Coursera

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