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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

    Stock Valuation with Dividend Discount Model

    Skills you'll gain: Equities, Business Valuation, Market Data, Financial Analysis, Financial Modeling, Financial Data

    4.5
    Rating, 4.5 out of 5 stars
    ·
    195 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Finance of Mergers and Acquisitions: Designing an M&A Deal

    Skills you'll gain: Mergers & Acquisitions, Private Equity, Business Valuation, Investment Banking, Price Negotiation, Capital Markets, Accounting, Corporate Tax, Corporate Strategy, Financial Modeling, Financial Management, Corporate Finance, Strategic Planning, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    66 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Professional Sales Mastery

    Skills you'll gain: Sales Territory Management, Enterprise Sales, Cold Calling, Lead Generation, Selling Techniques, Sales Training, B2B Sales, Sales Management, Sales, AI Personalization, Responsible AI, Sales Prospecting, Sales Enablement, Consultative Selling, Generative AI Agents, Sales Pipelines, Customer Relationship Management, Business Process, Business Strategy, Customer Engagement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    391 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Matemáticas financieras

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

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    LearnKartS

    Project Management Fundamentals

    Skills you'll gain: Project Management, Project Management Office (PMO), Project Implementation, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    343 reviews

    Intermediate · Course · 1 - 4 Weeks

  • I

    Illinois Tech

    A Comprehensive Excel Masterclass

    Skills you'll gain: Capital Budgeting, Microsoft Excel, Dashboard, Financial Modeling, Business Intelligence, Data Visualization, Key Performance Indicators (KPIs), Productivity Software, Excel Formulas, Spreadsheet Software, Data Presentation, Interactive Data Visualization, Data Analysis Expressions (DAX), Financial Analysis, Data-Driven Decision-Making, Google Sheets, Financial Management, Cash Flows, Timelines, Mortgage Loans

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    68 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Product Owner Certification [PSPO I] Preparation

    Skills you'll gain: AI Product Strategy, Backlogs, Agile Product Development, Stakeholder Communications, Product Roadmaps, Virtual Teams, Stakeholder Management, Agile Project Management, Product Strategy, Agile Methodology, User Story, Communication, Cross-Functional Collaboration, Product Lifecycle Management, Product Management, Negotiation, Product Requirements, Sprint Planning, Conflict Management, Scaled Agile Framework

    4.6
    Rating, 4.6 out of 5 stars
    ·
    200 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Interactivity with JavaScript

    Skills you'll gain: Javascript, Debugging, Web Content Accessibility Guidelines, Interactive Design, Event-Driven Programming, Web Design and Development, HTML and CSS, Web Development, User Interface (UI)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Evaluación de Proyectos de Inversión

    Skills you'll gain: Financial Analysis, Capital Budgeting, Project Finance, Return On Investment, Financial Modeling, Investment Management, Cash Flows, Project Risk Management, Feasibility Studies, Risk Analysis, Corporate Strategy, Business Strategy

    4.9
    Rating, 4.9 out of 5 stars
    ·
    599 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    HRCI

    Compensation and Benefits

    Skills you'll gain: Compensation and Benefits, Compensation Management, Job Evaluation, Compensation Strategy, Compensation Analysis, Payroll Systems, Payroll, Benefits Administration, Human Resources, Human Resources Information System (HRIS), Employee Retention

    4.7
    Rating, 4.7 out of 5 stars
    ·
    462 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Colorado System

    Electric Utilities Fundamentals and Future

    Skills you'll gain: Energy and Utilities, Electric Power Systems, Electrical Safety, Customer experience strategy (CX), Financial Regulation, Customer Engagement, Regulatory Affairs, Sustainable Systems, Emerging Technologies, Technology Strategies, Environmental Issue, Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    743 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Managing as a Coach

    Skills you'll gain: Employee Coaching, Coaching, Leadership and Management, Team Management, Adaptability, Professional Development, People Development, Organizational Leadership, Leadership, Mentorship, Emotional Intelligence, Decision Making, Communication, Active Listening, Self-Awareness, Critical Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.3K reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Stock Valuation with Dividend Discount Model: Coursera
  • Finance of Mergers and Acquisitions: Designing an M&A Deal: University of Illinois Urbana-Champaign
  • Professional Sales Mastery: Coursera
  • Matemáticas financieras: Universidad Nacional Autónoma de México
  • Project Management Fundamentals: LearnKartS
  • A Comprehensive Excel Masterclass: Illinois Tech
  • Product Owner Certification [PSPO I] Preparation: SkillUp
  • Interactivity with JavaScript: University of Michigan
  • Evaluación de Proyectos de Inversión: Pontificia Universidad Católica de Chile
  • Compensation and Benefits: HRCI

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