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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


  • C

    Coursera

    Building Candlestick Charts with Google Sheets

    Skills you'll gain: Technical Analysis, Google Sheets, Market Data, Data Visualization, Trend Analysis, Web Scraping, Data Visualization Software

    4.2
    Rating, 4.2 out of 5 stars
    ·
    302 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Gestión de riesgos y cambios de proyectos

    Skills you'll gain: Change Control, Project Controls, Scope Management, Project Risk Management, Project Performance, Change Management, Project Management, Stakeholder Management, Management Reporting, Risk Analysis, Planning, Project Documentation, Stakeholder Communications, Strategic Communication, Leadership and Management, Business Risk Management, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    159 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supplier Management

    Skills you'll gain: Supplier Management, Procurement, Supplier Relationship Management, Supplier Performance Management, Vendor Management, Case Studies, Strategic Sourcing, Contract Management, Risk Management, Vendor Contracts, Business Ethics, Quality Assessment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    262 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Infosec

    Certified Information Systems Security Professional (CISSP)

    Skills you'll gain: Identity and Access Management, IT Security Architecture, Security Testing, Single Sign-On (SSO), Data Security, Contingency Planning, User Provisioning, Cryptography, Network Security, Application Security, Information Systems Security, Cryptographic Protocols, Asset Protection, Cloud Security, Computer Security Incident Management, Digital Assets, Public Key Cryptography Standards (PKCS), Incident Response, Risk Management Framework, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    91 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    Universitat Autònoma de Barcelona

    Kit básico (para evitar los errores más frecuentes) de finanzas

    Skills you'll gain: Financial Planning, Risk Management, Behavioral Economics, Wealth Management, Budgeting, Budget Management, Fraud detection, Loans, Insurance, Consumer Behaviour, Decision Making, Empowerment, Psychology

    4.6
    Rating, 4.6 out of 5 stars
    ·
    143 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Advanced Global Procurement and Sourcing

    Skills you'll gain: Supplier Quality Management, Procurement, Strategic Sourcing, Enterprise Resource Planning, Purchasing, Environmental Social And Corporate Governance (ESG), Strategic Partnership, Business Risk Management, Key Performance Indicators (KPIs), Supplier Relationship Management, Supply Chain, Risk Management, Derivatives, Organizational Structure, Consolidation, Target Audience, Talent Management, Quality Management, Robotic Process Automation, Supply Chain Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    107 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of New Mexico

    Entrepreneurial Strategic Management

    Skills you'll gain: Strategic Decision-Making, Business Strategy, Business Metrics, Organizational Strategy, Entrepreneurship, Competitive Analysis, Performance Measurement, Market Dynamics, Innovation, Business Economics

    4.6
    Rating, 4.6 out of 5 stars
    ·
    327 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    AI Business School

    Introduction to AI for finance professionals

    Skills you'll gain: Prompt Engineering, Generative AI Agents, Responsible AI, Risk Management, Artificial Intelligence and Machine Learning (AI/ML), Generative AI, AI Enablement, Business Risk Management, Artificial Intelligence, Accounting and Finance Software, Financial Services, AI Workflows, Automation, Data Analysis

    4.1
    Rating, 4.1 out of 5 stars
    ·
    30 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Entrepreneurship Capstone

    Skills you'll gain: Customer Analysis, Business Planning, Sales Strategy, Sales Pipelines, Customer Insights, Sales Management, Entrepreneurship, Sales Process, Market Analysis, Innovation, Marketing Planning, Marketing, Market Research, Product Management, Product Development, Commercialization, New Business Development, Process Validation, Business Strategies, Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    274 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidade de São Paulo

    Introdução à Análise Macroeconômica

    Skills you'll gain: Economics, Financial Policy, Financial Market, International Finance, Economics, Policy, and Social Studies, Capital Markets, Tax, Fiscal Management, Investments, Market Dynamics, Supply And Demand, Consumer Behaviour, Decision Making, Expectation Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    345 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Renewable Energy Projects

    Skills you'll gain: Feasibility Studies, Plant Operations and Management, Project Finance, Project Implementation, Financial Analysis, Project Management Life Cycle, Construction Management, Project Management, Sustainable Technologies, Technology Roadmaps, Forecasting, Stakeholder Engagement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    191 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    B

    Board Infinity

    Generative AI in Finance

    Skills you'll gain: Responsible AI, Fraud detection, Financial Analysis, Risk Modeling, Financial Regulations, Lending and Underwriting

    4
    Rating, 4 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Building Candlestick Charts with Google Sheets: Coursera
  • Gestión de riesgos y cambios de proyectos: University of California, Irvine
  • Supplier Management: Rutgers the State University of New Jersey
  • Certified Information Systems Security Professional (CISSP): Infosec
  • Kit básico (para evitar los errores más frecuentes) de finanzas: Universitat Autònoma de Barcelona
  • Advanced Global Procurement and Sourcing: Rutgers the State University of New Jersey
  • Entrepreneurial Strategic Management: University of New Mexico
  • Introduction to AI for finance professionals: AI Business School
  • Entrepreneurship Capstone : University of Maryland, College Park
  • Introdução à Análise Macroeconômica: Universidade de São Paulo

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