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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

    Universidad de los Andes

    Analítica de Datos en Finanzas​

    Skills you'll gain: Technical Analysis, Portfolio Management, Investments, Financial Forecasting, Financial Trading, Investment Management, Financial Analysis, Financial Market, Financial Modeling, Analytics, Portfolio Risk, Predictive Analytics, Capital Markets, Time Series Analysis and Forecasting, Statistical Analysis, Market Trend, Risk Analysis, Predictive Modeling, Risk Management, Performance Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    214 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    McMaster University

    Finance for Everyone Capstone Project

    Skills you'll gain: Peer Review, Project Documentation, Finance, Stakeholder Engagement, Portfolio Management, Constructive Feedback, Financial Analysis, Financial Planning, Project Implementation, Presentations, Action Oriented

    4.8
    Rating, 4.8 out of 5 stars
    ·
    73 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free
    Free
    U

    Università Bocconi

    Startup Calling: from idea to impact

    Skills you'll gain: Go To Market Strategy, Business Modeling, Entrepreneurship, Fundraising, Product Development, Market Research, Presentations, Value Propositions, Business Strategy, Market Analysis, Customer Insights, User Research, Competitive Analysis, Lean Methodologies, Interviewing Skills

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Human Resources Management Capstone: HR for People Managers

    Skills you'll gain: Employee Performance Management, Performance Management, Performance Appraisal, Talent Acquisition, Human Resources Management and Planning, Compensation Analysis, Compensation Strategy, Human Resource Strategy, Compensation Management, Human Resources, Talent Management, Employee Retention, Recruitment, Constructive Feedback, Benchmarking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    888 reviews

    Mixed · Course · 1 - 3 Months

  • U

    University of Illinois at Urbana-Champaign

    CPA Pathways 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
    D

    Duke University

    Mastering Data Analysis in Excel

    Skills you'll gain: Predictive Modeling, Microsoft Excel, Classification Algorithms, Business Analytics, Logistic Regression, Data Analysis, Model Evaluation, Business Risk Management

    4.2
    Rating, 4.2 out of 5 stars
    ·
    3.9K reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Illinois at Urbana-Champaign

    Graduate Certificate in Taxation

    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
    T

    The Hong Kong University of Science and Technology

    FinTech Foundations and Overview

    Skills you'll gain: FinTech, Financial Services, Banking, Financial Regulation, Mobile Banking, Emerging Technologies, Technology Strategies, Payment Systems, Blockchain, Business Technologies, Consumer Lending, Entrepreneurship, Big Data, Market Trend, Innovation, Strategic Partnership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    575 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    C

    Creo Incubator

    Pitch and Storytelling for Leaders

    Skills you'll gain: Data Storytelling, Storytelling, Brand Strategy, Presentations, Sales Presentations, Public Speaking, Drive Engagement, Persuasive Communication, Verbal Communication Skills, Communication, Entrepreneurship

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    Google Project Management (PT)

    Skills you'll gain: Quality Management, Backlogs, Project Closure, Project Planning, Project Scoping, Team Leadership, Project Management Life Cycle, Agile Project Management, Communication Planning, Continuous Improvement Process, Process Improvement, Project Management, Budget Management, Stakeholder Analysis, Change Control, Project Controls, Project Schedules, Agile Methodology, Requirements Analysis, Change Management

    4.9
    Rating, 4.9 out of 5 stars
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    2.6K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    R

    Real Madrid Graduate School Universidad Europea

    Proteger a los campeones: Entrenamiento deportivo práctico

    Skills you'll gain: Continuous Monitoring, Physical Stamina, Accident Prevention, Pediatrics, Child Health, Child Development, Data-Driven Decision-Making, Risk Analysis, Nutrition and Diet, Health Education, Real Time Data, Coaching, Data Analysis, Data Collection

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    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

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

  • Analítica de Datos en Finanzas​: Universidad de los Andes
  • Finance for Everyone Capstone Project: McMaster University
  • Startup Calling: from idea to impact: Università Bocconi
  • Human Resources Management Capstone: HR for People Managers: University of Minnesota
  • CPA Pathways Graduate Certificate: University of Illinois at Urbana-Champaign
  • Mastering Data Analysis in Excel: Duke University
  • Graduate Certificate in Taxation: University of Illinois at Urbana-Champaign
  • FinTech Foundations and Overview: The Hong Kong University of Science and Technology
  • Pitch and Storytelling for Leaders: Creo Incubator
  • Google Project Management (PT): Google

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