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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
    Free
    G

    Goldman Sachs

    Fundamentals of Sales and Marketing, with Goldman Sachs 10,000 Women

    Skills you'll gain: Target Market, Sales Strategy, Marketing Planning, Marketing, Sales Process, Sales, Marketing Strategy and Techniques, Marketing Analytics, Digital Marketing, Brand Management, Market Opportunities, Market Research, Business Metrics, Customer Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.3K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Mastering Portfolio Analysis

    Skills you'll gain: Portfolio Management, Financial Analysis, Analysis, Data Analysis, Risk Management, Quantitative Research, Investment Management, Performance Analysis, Market Data, Return On Investment, Financial Modeling, Case Studies

    4.5
    Rating, 4.5 out of 5 stars
    ·
    35 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Institute for the Future

    Urgent Optimism: How to Turn Foresight into Action

    Skills you'll gain: Visionary, Strategic Planning, Action Oriented, Planning, Community Organizing, Strategic Thinking, Optimism, Social Impact, Creative Thinking, Systems Thinking, Innovation, Persuasive Communication, Creativity, Leadership, Storytelling

    4.8
    Rating, 4.8 out of 5 stars
    ·
    283 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    Foundations of Hotel Budgeting and Forecasting

    Skills you'll gain: Advanced Analytics, Hospitality Management, Budgeting, Financial Forecasting, Variance Analysis, Hotel Operations, Corporate Sustainability, Revenue Management, Financial Analysis, Performance Analysis, Trend Analysis, Sustainability Reporting, Analysis, Strategic Decision-Making, Key Performance Indicators (KPIs)

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Los portafolios y las inversiones en el mercado de capitales

    Skills you'll gain: Portfolio Management, Investments, Investment Management, Financial Market, Portfolio Risk, Capital Markets, Risk Analysis, Asset Management, Return On Investment, Financial Analysis, Risk Management, Market Dynamics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    103 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    Y

    Yonsei University

    Smart Device & Mobile Emerging Technologies

    Skills you'll gain: Wireless Networks, Telecommunications, Apple iOS, Display Devices, Product Planning, Android (Operating System), Business Strategy, Network Analysis, Emerging Technologies, Operating Systems, Peripheral Devices, Market Trend, Technical Standard

    4.7
    Rating, 4.7 out of 5 stars
    ·
    486 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    PMP Exam Prep Certification Training

    Skills you'll gain: Project Management, Compliance Management, Strategic Decision-Making, Expectation Management, Milestones (Project Management), Project Schedules, Stakeholder Analysis, Resource Management, Governance Risk Management and Compliance, Relationship Management, Project Planning, Project Documentation, Project Implementation, Risk Management, Engineering Documentation, Technical Documentation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    157 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    L

    LearnQuest

    Scrum Master Certification: Scaling Agile and the Team-of-Teams

    Skills you'll gain: Scaled Agile Framework, Agile Methodology, Behavior-Driven Development, Agile Product Development, Test Driven Development (TDD), Scalability, Agile Project Management, Sprint Planning, Solution Delivery, Virtualization, Continuous Integration, Solution Architecture, Unit Testing

    4.5
    Rating, 4.5 out of 5 stars
    ·
    483 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Introducción a las Finanzas Corporativas

    Skills you'll gain: Finance, Capital Budgeting, Financial Modeling, Financial Analysis, Return On Investment, Financial Management, Corporate Finance, Financial Forecasting, Business Mathematics, Cash Flows, Decision Making, Loans

    4.6
    Rating, 4.6 out of 5 stars
    ·
    83 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Deep Teaching Solutions

    Uncommon Sense Teaching

    Skills you'll gain: Lesson Planning, Critical Thinking, Classroom Management, Stress Management, Instructional Strategies, Teaching, Education and Training, Student Engagement, Blended Learning, Differentiated Instruction, Human Learning, Learning Strategies, Pedagogy, Lecturing, Course Development, Learning Theory, Digital pedagogy, Special Education, Stress First Aid, Time Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    770 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Hacer negocios en América Latina

    Skills you'll gain: Social Studies, Business Strategy, Innovation, International Finance, Financial Market, Global Marketing, World History, Economics, Business Economics, Business Development, Economic Development, Entrepreneurship, Corporate Sustainability, Socioeconomics, Business Ethics, Strategic Partnership, New Business Development, Sustainable Business, Corporate Strategy, Business Modeling

    4.8
    Rating, 4.8 out of 5 stars
    ·
    495 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Adobe

    Digital Marketing

    Skills you'll gain: Promotional Strategies, Marketing Planning, Marketing Strategy and Techniques, Digital Marketing, Adobe Express, Target Audience, Marketing Materials, Marketing Effectiveness, Marketing Automation, Customer Relationship Management, Advertising, Customer Acquisition Management, Customer Engagement, Content Creation, Generative AI Agents

    4.8
    Rating, 4.8 out of 5 stars
    ·
    263 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Fundamentals of Sales and Marketing, with Goldman Sachs 10,000 Women: Goldman Sachs
  • Mastering Portfolio Analysis : Coursera
  • Urgent Optimism: How to Turn Foresight into Action: Institute for the Future
  • Foundations of Hotel Budgeting and Forecasting: Starweaver
  • Los portafolios y las inversiones en el mercado de capitales: Universidad de los Andes
  • Smart Device & Mobile Emerging Technologies: Yonsei University
  • PMP Exam Prep Certification Training: University of Maryland, College Park
  • Scrum Master Certification: Scaling Agile and the Team-of-Teams: LearnQuest
  • Introducción a las Finanzas Corporativas: University of Pennsylvania
  • Uncommon Sense Teaching: Deep Teaching Solutions

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