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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
    W

    West Virginia University

    Compensation, Expenses and Quotas

    Skills you'll gain: Expense Management, Sales Management, Operating Expense, Compensation Strategy, Travel Arrangements, Transportation Operations, Compensation Management, Sales Strategy, Sales, Cost Control, Performance Metric, Goal Setting

    4.4
    Rating, 4.4 out of 5 stars
    ·
    36 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Developing the Opportunity for Corporate Entrepreneurs

    Skills you'll gain: Entrepreneurship, Innovation, Market Opportunities, Corporate Strategy, New Business Development, Value Propositions, Business Strategy, Competitive Analysis, Strategic Decision-Making, Market Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    93 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Psychosocial and Spiritual Aspects of Palliative Care

    Skills you'll gain: Hospice, Patient Communication, Patient Education And Counseling, Patient-centered Care, Care Management, Patient Advocacy, Psychosocial Assessments, Family Support, Mental Health, Stress Management, Cultural Diversity

    4.9
    Rating, 4.9 out of 5 stars
    ·
    92 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    E

    Emory University

    From Freedom Rides to Ferguson: Narratives of Nonviolence in the American Civil Rights Movement

    Skills you'll gain: Community Organizing, Social Justice, Social Impact, Social Studies, Advocacy, Conflict Management, Education and Training, Civil Law, Cultural Diversity, Discussion Facilitation, Media and Communications

    4.8
    Rating, 4.8 out of 5 stars
    ·
    318 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Virginia

    Effectuation: Lessons From Expert Entrepreneurs

    Skills you'll gain: Resource Management, Resourcefulness, Entrepreneurship, Dealing With Ambiguity, Creative Problem-Solving, Innovation, Problem Solving, Strategic Thinking, Adaptability, New Business Development, Risk Management, Relationship Building, Collaboration, Persuasive Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    8 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Construction and Real Estate (US)

    Skills you'll gain: Real Estate, Risk Management, Property and Real Estate, Financial Analysis, Financial Acumen, Return On Investment, Economics, Construction Accounting, Market Dynamics, Investment Management, Market Data, Mortgage Loans, Investments, Market Trend, Market Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    8 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    AI-Powered Business Operations

    Skills you'll gain: Business Process Modeling, Data Storytelling, Responsible AI, AI Product Strategy, Business Process, Digital Transformation, Business Process Management, Business Process Improvement, Process Design, Sales Presentations, Google Gemini, Sales Strategy, ChatGPT, Generative AI, Sustainable Development, Social Impact, Customer Relationship Management (CRM) Software, Innovation, Environmental Social And Corporate Governance (ESG), Product Knowledge

    4.4
    Rating, 4.4 out of 5 stars
    ·
    27 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Media Relations and Crisis Management

    Skills you'll gain: Media Relations, Internal Communications, Crisis Management, Strategic Communication, Communication Planning, Public Relations, Communication Strategies, Stakeholder Communications, AI Enablement, Real Time Data

    4.8
    Rating, 4.8 out of 5 stars
    ·
    34 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Strategic Sales Management Final Project

    Skills you'll gain: Sales Strategy, Sales Management, Case Studies, Sales Process, Strategic Marketing, Sales Development, Business Strategies, Business Analysis, Competitive Analysis, Market Analysis, Peer Review

    4.6
    Rating, 4.6 out of 5 stars
    ·
    34 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    D

    Duke University

    Negotiating with Impact Investors

    Skills you'll gain: Due Diligence, Contract Negotiation, Strategic Partnership, Negotiation, Social Impact, Environmental Social And Corporate Governance (ESG), Value Propositions, Fundraising, Entrepreneurship, Storytelling, Investments, Entrepreneurial Finance, Investment Management, Capital Markets, Financial Market, Finance, International Finance, Financial Management, Business Strategy, Business Management

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    D

    Dubai College of Tourism

    Introduction to Restaurant Revenue Management

    Skills you'll gain: Revenue Management, Restaurant Operation, Restaurant Management, Forecasting, Key Performance Indicators (KPIs), Hospitality Management, Customer Demand Planning, Revenue Forecasting, Trend Analysis, Performance Analysis, Team Management, Data Analysis, Performance Measurement, Business Metrics, Data-Driven Decision-Making

    4.9
    Rating, 4.9 out of 5 stars
    ·
    12 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Riesgos y oportunidades empresariales en una economía globalizada

    Skills you'll gain: Economics, Financial Policy, Economic Development, Trend Analysis, Global Marketing, Business Economics, International Relations, Analysis, Socioeconomics, Business Risk Management, Public Policies, Business Strategies, World History, Investments

    4.9
    Rating, 4.9 out of 5 stars
    ·
    180 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Compensation, Expenses and Quotas: West Virginia University
  • Developing the Opportunity for Corporate Entrepreneurs: University of Maryland, College Park
  • Psychosocial and Spiritual Aspects of Palliative Care: University of Colorado System
  • From Freedom Rides to Ferguson: Narratives of Nonviolence in the American Civil Rights Movement: Emory University
  • Effectuation: Lessons From Expert Entrepreneurs: University of Virginia
  • Construction and Real Estate (US): Interactive Brokers
  • AI-Powered Business Operations: Starweaver
  • Media Relations and Crisis Management: Microsoft
  • Strategic Sales Management Final Project: Fundação Instituto de Administração
  • Negotiating with Impact Investors: Duke University

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