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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 Trial
    Free Trial
    E

    EDUCBA

    Credit Risk Modeling & its Application in Banks

    Skills you'll gain: Credit Risk, Risk Modeling, Financial Modeling, Portfolio Risk, Lending and Underwriting, Risk Management, Bank Regulations, Regulatory Compliance, Financial Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    16 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Advanced Understanding of Stocks and Bonds

    Skills you'll gain: Securities (Finance), Equities, Investments, Financial Analysis, Financial Market, Corporate Finance, Business Valuation, Financial Management, Financial Modeling, Risk Analysis, Cash Flows, Growth Strategies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    65 reviews

    Intermediate · 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, Strategic Thinking, Community Organizing, 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
    N

    Northwestern University

    Content, Advertising & Social IMC

    Skills you'll gain: Integrated Marketing Communications, Social Media Marketing, Content Marketing, Social Media, Social Media Strategy, Earned Media, Owned Media, Paid media, Facebook, Media Strategy, Content Creation, Drive Engagement, Advertising, Digital Advertising, Global Marketing, Marketing Strategies, Key Performance Indicators (KPIs), Customer Engagement, A/B Testing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Business English: Finance and Economics

    Skills you'll gain: Purchasing, Negotiation, Business Communication, Business Correspondence, English Language, Budgeting, Communication Strategies, Financial Acumen, Audit Working Papers, Financial Forecasting, Communication, Verbal Communication Skills, Influencing, Business Ethics, Presentations, Finance, Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    616 reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Coursera

    Build a Full Website using WordPress

    Skills you'll gain: WordPress, Content Management Systems, Web Content, Web Design and Development, Web Design, Web Development, Blogs, Social Media, Content Management, Marketing, Design, Computer Science

    4.4
    Rating, 4.4 out of 5 stars
    ·
    4.3K reviews

    Advanced · Guided Project · Less Than 2 Hours

  • C

    Coursera

    Automate tasks and processes with Jira

    Skills you'll gain: Email Automation, Business Process Automation, Automation, Project Management Software, Workflow Management, Process Design, Issue Tracking, Project Management, Project Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    155 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    U

    University of Virginia

    Bases de la planification et de la gestion de projet

    Skills you'll gain: Project Planning, Project Risk Management, Earned Value Management, Project Management Life Cycle, Risk Management, Project Coordination, Project Scoping, Project Management, Sprint Planning, Stakeholder Analysis, Agile Methodology, Budget Management, Dependency Analysis, Scheduling, Work Breakdown Structure, Kanban Principles

    4.7
    Rating, 4.7 out of 5 stars
    ·
    124 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Strategic Thinking for Everyone

    Skills you'll gain: Strategic Thinking, Visionary, Research, Influencing, Strategic Decision-Making, Data Collection, Systems Thinking, Strategic Planning, Proactivity, Negotiation, Business Strategy, Complex Problem Solving, Surveys, Creative Thinking, Scientific Methods, Decision Making, Recognizing Others, Active Listening, Cognitive flexibility, Research Methodologies

    4.5
    Rating, 4.5 out of 5 stars
    ·
    126 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    Universidade de São Paulo

    Introdução ao Teste de Software

    Skills you'll gain: Software Testing, Test Planning, Test Case, Acceptance Testing, Functional Testing, Software Quality Assurance, Quality Assurance, Usability Testing, White-Box Testing, Integration Testing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    541 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Developing a Winning Marketing Strategy

    Skills you'll gain: Marketing Planning, Marketing, Marketing Management, Branding, Marketing Strategy and Techniques, Consumer Behaviour, Product Marketing, Go To Market Strategy, Marketing Analytics, Value Propositions, Market Analysis, Target Market, Customer Insights

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    PwC India

    GST - Genesis and imposition!

    Skills you'll gain: Sales Tax, Tax Compliance, Tax Laws, Tax Management, Regulatory Compliance, Commercial Laws, Financial Services, Registration, Problem Solving

    4.5
    Rating, 4.5 out of 5 stars
    ·
    81 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Credit Risk Modeling & its Application in Banks: EDUCBA
  • Advanced Understanding of Stocks and Bonds: University of Michigan
  • Urgent Optimism: How to Turn Foresight into Action: Institute for the Future
  • Content, Advertising & Social IMC: Northwestern University
  • Business English: Finance and Economics: Arizona State University
  • Build a Full Website using WordPress: Coursera
  • Automate tasks and processes with Jira: Coursera
  • Bases de la planification et de la gestion de projet: University of Virginia
  • Strategic Thinking for Everyone: Arizona State University
  • Introdução ao Teste de Software: Universidade de São Paulo

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