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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
    I

    IBM

    Cybersecurity Compliance Framework, Standards & Regulations

    Skills you'll gain: IT Service Management, Governance Risk Management and Compliance, Information Technology Infrastructure Library, Responsible AI, NIST 800-53, Information Technology, Regulatory Compliance, Auditing, Cybersecurity, Compliance Management, ISO/IEC 27001, Control Objectives for Information and Related Technology (COBIT), Security Controls, Artificial Intelligence, Open Web Application Security Project (OWASP), Risk Management, Payment Card Industry (PCI) Data Security Standards, General Data Protection Regulation (GDPR)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.5K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
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    U

    Universidad de Chile

    Costos para los Negocios

    Skills you'll gain: Cost Accounting, Small Business Accounting, Management Accounting, Cost Estimation, Accounting, Financial Reporting, Cost Management, Inventory Accounting, Operating Expense, Material Handling, Labor Compliance, Business Administration

    4.9
    Rating, 4.9 out of 5 stars
    ·
    3K reviews

    Intermediate · Course · 1 - 3 Months

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    C

    Coursera

    Precision Bookkeeping: Records, Reconciliation, Reporting

    Skills you'll gain: Reconciliation, Ledgers (Accounting), Accounting Records, Bookkeeping, Financial Reporting, Accounting, Month End Closing, Record Keeping, Financial Analysis, Financial Statements, Automation, Internal Controls, Analytics

    4.4
    Rating, 4.4 out of 5 stars
    ·
    107 reviews

    Beginner · Course · 1 - 4 Weeks

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    S

    Stanford University

    Social and Economic Networks: Models and Analysis

    Skills you'll gain: Social Network Analysis, Network Analysis, Sociology, Socioeconomics, Economics, Policy, and Social Studies, Game Theory, Mathematical Modeling, Statistical Modeling, Markov Model, Bayesian Statistics, Probability, Simulations

    4.8
    Rating, 4.8 out of 5 stars
    ·
    759 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Preview
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    E

    EDHEC Business School

    Global Financing Solutions (by EDHEC and Société Générale)

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Mergers & Acquisitions, Capital Markets, Project Finance, Investment Banking, Financial Services, Corporate Finance, Loans, Asset Management, Sustainable Development, Derivatives

    4.7
    Rating, 4.7 out of 5 stars
    ·
    203 reviews

    Intermediate · Course · 1 - 3 Months

  • 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
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    T

    Tecnológico de Monterrey

    Administración de Proyectos: Principios Básicos

    Skills you'll gain: Project Schedules, Project Scoping, Stakeholder Management, Project Risk Management, Work Breakdown Structure, Stakeholder Analysis, Risk Analysis, Stakeholder Engagement, Cost Management, Risk Management, Project Management, Change Control, Microsoft Project, Project Controls, Communication Planning, Project Performance, Project Planning, Project Documentation, Earned Value Management, Budget Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6.1K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
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    U

    University of Alberta

    Mountains 101

    Skills you'll gain: Hydrology, Physical Science, Biology, Water Resources, Environment and Resource Management, Cultural Diversity, Climate Change Adaptation, Environmental Science, Risk Management, Ancient History, Human Development, Physiology, World History

    4.9
    Rating, 4.9 out of 5 stars
    ·
    2.6K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
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    S

    SkillUp

    Business Analyst (ECBA) Certificate Preparation 

    Skills you'll gain: Business Analysis, Business Process Modeling, Stakeholder Analysis, Process Optimization, Requirements Management, Business Requirements, Stakeholder Management, Process Analysis, Data Modeling, Agile Methodology, Stakeholder Engagement, Requirements Analysis, Process Improvement, User Story, Project Management, Data Flow Diagrams (DFDs), Risk Management, Plan Execution, Project Planning, Needs Assessment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    104 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    Python and Machine Learning for Asset Management

    Skills you'll gain: Investment Management, Portfolio Management, Asset Management, Portfolio Risk, Machine Learning, Applied Machine Learning, Financial Market, Financial Modeling, Supervised Learning, Predictive Analytics, Unsupervised Learning, Regression Analysis, Statistical Methods, Jupyter, Computer Science, Dimensionality Reduction

    3.1
    Rating, 3.1 out of 5 stars
    ·
    332 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Programa en Desarrollo de nuevas empresas

    Skills you'll gain: Strategic Partnership, Business Modeling, Value Propositions, Business Development, Resource Allocation, Entrepreneurial Finance, Financial Analysis, Target Market, User Feedback, Entrepreneurship, Team Building, New Product Development, Leadership Development, New Business Development, Business Marketing, Performance Metric, Revenue Forecasting, Product Development, Profit and Loss (P&L) Management, Cash Flows

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    L

    LearnQuest

    Scrum Master Certification: Scrum Methodologies

    Skills you'll gain: User Story, Agile Project Management, Backlogs, Sprint Planning, Project Risk Management, Agile Methodology, Risk Management, Management Reporting, Sprint Retrospectives, Performance Reporting, Team Oriented, Project Estimation, Project Performance, Estimation, Capacity Planning, Prioritization

    4.7
    Rating, 4.7 out of 5 stars
    ·
    952 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Cybersecurity Compliance Framework, Standards & Regulations: IBM
  • Costos para los Negocios: Universidad de Chile
  • Precision Bookkeeping: Records, Reconciliation, Reporting: Coursera
  • Social and Economic Networks: Models and Analysis: Stanford University
  • Global Financing Solutions (by EDHEC and Société Générale): EDHEC Business School
  • Evaluación de Proyectos de Inversión: Pontificia Universidad Católica de Chile
  • Administración de Proyectos: Principios Básicos: Tecnológico de Monterrey
  • Mountains 101: University of Alberta
  • Business Analyst (ECBA) Certificate Preparation : SkillUp
  • Python and Machine Learning for Asset Management : EDHEC Business School

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