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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: Free Trial
    Free Trial
    U

    University of California, Davis

    Coaching Skills for Managers

    Skills you'll gain: Employee Coaching, Coaching, Management Training And Development, Team Performance Management, Organizational Change, Expectation Management, Performance Management, Key Performance Indicators (KPIs), Accountability, Employee Performance Management, Professional Development, Leadership and Management, Team Management, People Development, Performance Analysis, Performance Measurement, Adaptability, Constructive Feedback, Leadership, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3K reviews

    Intermediate · Specialization · 3 - 6 Months

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    The University of Edinburgh

    Philosophy and the Sciences: Introduction to the Philosophy of Cognitive Sciences

    Skills you'll gain: Artificial Intelligence, Psychology, Human Learning, Anthropology, Human Factors, Science and Research, Robotics

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.5K reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
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    Status: Free Trial
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    C

    Coursera

    NAAR: Track Customer Payments Fast

    Skills you'll gain: Accounts Receivable, QuickBooks (Accounting Software), Accounting Records, Invoicing, Billing & Invoicing, Cash Flows, Cash Management, Management Reporting, Financial Forecasting

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    U

    University of Cape Town

    Research for Impact

    Skills you'll gain: Strategic Communication, Stakeholder Engagement, Social Impact, Influencing, Research, Sustainable Development, Policy Analysis, Change Management, Systems Thinking, Complex Problem Solving, Capacity Planning

    4.8
    Rating, 4.8 out of 5 stars
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    197 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    S

    SoFi

    Managing Debt

    Skills you'll gain: Mortgage Loans, Loans, Consumer Lending, Credit Risk, Financial Planning, Budget Management, Cost Benefit Analysis, Goal Setting, Consolidation, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    27 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    The Hong Kong University of Science and Technology

    FinTech Security and Regulation (RegTech)

    Skills you'll gain: Financial Regulation, Financial Regulations, Bank Regulations, FinTech, Financial Services, Financial Industry Regulatory Authorities, Mobile Banking, Regulatory Requirements, Fraud detection, Data Security, Cybersecurity, Insurance, Blockchain, Digital Forensics

    4.7
    Rating, 4.7 out of 5 stars
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    313 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Inventory Management

    Skills you'll gain: Inventory Control, Inventory Management, Inventory Accounting, Operations Management, Supply Chain Management, Microsoft Excel, Supply Chain Planning, Order Management, Warehouse Management, Demand Planning, Logistics Management, Excel Formulas, Service Level, Operations, Data Management, Customer Data Management, Forecasting, Data Collection, Stakeholder Engagement

    4.5
    Rating, 4.5 out of 5 stars
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    229 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    C

    Coursera

    Emerging Telecom Technologies: Edge Security Focus

    Skills you'll gain: Vulnerability Assessments, Network Security, Security Engineering, Telecommunications, Infrastructure Security, Cyber Security Assessment, Threat Detection, Network Analysis, Continuous Monitoring, Security Strategy, Internet Of Things, Emerging Technologies, General Networking, Network Architecture, Enterprise Architecture, Infrastructure Architecture, Virtualization

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    U

    Universidad Nacional Autónoma de México

    Negociar con sentido: ¿Competir, colaborar o ceder?

    Skills you'll gain: Negotiation, Game Theory, Conflict Management, Behavioral Economics, Psychology, Decision Making, Communication, Cultural Sensitivity, Business Ethics, Social Justice, Empathy & Emotional Intelligence

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Toronto

    Plant Bioinformatic Methods

    Skills you'll gain: Bioinformatics, Network Analysis, Biostatistics, Molecular Biology, Analysis, Data Visualization Software, Database Software, Health Informatics, Data Analysis, Data Synthesis, Life Sciences, Statistical Methods, Data Mining, Exploratory Data Analysis, Technical Communication, Data Processing, Scientific Visualization, Databases, Data Collection

    4.7
    Rating, 4.7 out of 5 stars
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    2.1K reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Illinois at Urbana-Champaign

    Global Challenges in Business Graduate Certificate

    Skills you'll gain: Data Visualization, Data Storytelling, Management Accounting, Fund Accounting, Operations Management, Mergers & Acquisitions, Financial Statement Analysis, Credit Risk, Project Closure, Machine Learning Algorithms, Business Strategy, Risk Management, Social Determinants Of Health, Revenue Recognition, Financial Auditing, Entrepreneurship, Data Governance, Generative AI, Supply And Demand, Statistical Inference

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Agile Development

    Skills you'll gain: Usability Testing, Agile Product Development, User Story, Continuous Delivery, Persona Development, Agile Software Development, Sprint Planning, Peer Review, Agile Methodology, Product Testing, Agile Project Management, Team Performance Management, Team Management, Design Thinking, Team Building, Customer Analysis, Analytics, Product Development, Business Analytics, Persona (User Experience)

    4.7
    Rating, 4.7 out of 5 stars
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    4.8K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Coaching Skills for Managers: University of California, Davis
  • Philosophy and the Sciences: Introduction to the Philosophy of Cognitive Sciences: The University of Edinburgh
  • NAAR: Track Customer Payments Fast: Coursera
  • Research for Impact: University of Cape Town
  • Managing Debt: SoFi
  • FinTech Security and Regulation (RegTech): The Hong Kong University of Science and Technology
  • Inventory Management: University of California, Irvine
  • Emerging Telecom Technologies: Edge Security Focus: Coursera
  • Negociar con sentido: ¿Competir, colaborar o ceder?: Universidad Nacional Autónoma de México
  • Plant Bioinformatic Methods: University of Toronto

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