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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Influencing: Storytelling, Change Management and Governance

    Skills you'll gain: Risk Management Framework, Persuasive Communication, Storytelling, Influencing, Governance, Risk Management, Change Management, Organizational Change, Communication, Conflict Management, Leadership, Business Transformation, Risk Analysis, Negotiation, Operational Risk, Business Risk Management, Risk Mitigation, Intercultural Competence, Stakeholder Management, Process Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    H

    Harvard Business Review

    Strengthen Your Business Savvy

    Skills you'll gain: Financial Statements, Business Planning, Generative AI, Strategic Thinking, Critical Thinking, Business Modeling, Plan Execution, Financial Acumen, Prompt Engineering, Business Acumen, Financial Management, Budgeting, Business Strategy, Responsible AI, Organizational Strategy, Financial Data, Data-Driven Decision-Making, Financial Analysis, Strategic Leadership, Digital Transformation

    4.9
    Rating, 4.9 out of 5 stars
    ·
    18 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Capstone: Applying Project Management in the Real World

    Skills you'll gain: Requirements Analysis, Milestones (Project Management), Stakeholder Management, Performance Reporting, Project Management, Negotiation, Quality Management, Project Scoping, Stakeholder Analysis, Project Documentation, Project Planning, Interviewing Skills, Communication, Problem Solving

    4.9
    Rating, 4.9 out of 5 stars
    ·
    13K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Alberta

    Software Product Management

    Skills you'll gain: Agile Software Development, Project Risk Management, Requirements Analysis, Agile Methodology, Kanban Principles, Risk Management, Project Planning, Requirements Elicitation, Sprint Retrospectives, Requirements Management, Functional Requirement, Business Requirements, Sprint Planning, Software Development Methodologies, Software Development Life Cycle, Scrum (Software Development), Software Technical Review, Risk Management Framework, Product Management, Project Management

    4.7
    Rating, 4.7 out of 5 stars
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    12K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Intellectual Property Law

    Skills you'll gain: Intellectual Property, Brand Awareness, Legal Strategy, Brand Management, Asset Protection, Case Law, Regulation and Legal Compliance, Packaging and Labeling, Case Studies, Asset Management, Law, Regulation, and Compliance, Marketing, Innovation, Strategic Thinking, Business Strategy, Business Valuation, Creativity, Legal Risk, Strategic Planning, Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.6K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    SkillUp

    Project, Stakeholder, and Requirements Management Fundamentals

    Skills you'll gain: Stakeholder Engagement, Communication Planning, Stakeholder Communications, User Story, Project Coordination, Requirements Analysis, Milestones (Project Management), Project Management Software, Business Analysis, Kanban Principles, Waterfall Methodology, Risk Management, Communication, Product Lifecycle Management, Prioritization

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I
    I

    Multiple educators

    IBM and ISC2 Cybersecurity Specialist

    Skills you'll gain: Incident Response, Digital Forensics, Network Security, Computer Security Incident Management, Cloud Computing Architecture, Penetration Testing, Cloud Services, Business Continuity, Cloud Deployment, Disaster Recovery, Security Controls, Generative AI, Configuration Management, Governance, Cybersecurity, Data Storage, Peripheral Devices, Application Security, Information Technology, Cryptography

    4.7
    Rating, 4.7 out of 5 stars
    ·
    14K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM DevOps, Cloud, and Agile Foundations

    Skills you'll gain: Agile Software Development, Cloud Computing Architecture, Cloud Services, Cloud Deployment, Agile Methodology, DevOps, Kanban Principles, Cloud Security, Cloud Infrastructure, Cloud Platforms, Cloud Computing, Agile Project Management, Cloud-Native Computing, User Story, Cloud Storage, Sprint Retrospectives, Sprint Planning, CI/CD, Test Driven Development (TDD), Scrum (Software Development)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    13K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California San Diego

    Data Structures and Algorithms

    Skills you'll gain: Data Structures, Graph Theory, Algorithms, Program Development, Bioinformatics, Data Storage, Development Testing, Theoretical Computer Science, Computational Thinking, Network Analysis, Test Case, Programming Principles, Computer Programming, Python Programming, C and C++, Java, Rust (Programming Language), Javascript, Software Testing, Debugging

    4.6
    Rating, 4.6 out of 5 stars
    ·
    17K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Assess for Success: Marketing Analytics and Measurement

    Skills you'll gain: Media Planning, Spreadsheet Software, A/B Testing, Return On Investment, Marketing Analytics, Key Performance Indicators (KPIs), Google Analytics, Pivot Tables And Charts, Performance Measurement, Performance marketing, Digital Marketing, Data Presentation, Google Ads, Marketing Budgets, Marketing, Web Analytics and SEO, Data Analysis, Stakeholder Communications

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.2K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Applied Data Science with Python

    Skills you'll gain: Matplotlib, Network Analysis, Social Network Analysis, Feature Engineering, Data Visualization, Pandas (Python Package), Data Visualization Software, Interactive Data Visualization, Model Evaluation, Scientific Visualization, Applied Machine Learning, Supervised Learning, Text Mining, Visualization (Computer Graphics), Data Manipulation, NumPy, Graph Theory, Data Preprocessing, Natural Language Processing, Python Programming

    4.5
    Rating, 4.5 out of 5 stars
    ·
    34K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Prompt Engineering for ChatGPT

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, LLM Application, Productivity, OpenAI, AI Enablement, Generative AI, Artificial Intelligence, Large Language Modeling, Creativity, Problem Solving, Context Management, Verification And Validation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    7.5K reviews

    Beginner · Course · 1 - 3 Months

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

  • Influencing: Storytelling, Change Management and Governance: Macquarie University
  • Strengthen Your Business Savvy: Harvard Business Review
  • Capstone: Applying Project Management in the Real World: Google
  • Software Product Management: University of Alberta
  • Intellectual Property Law: University of Pennsylvania
  • Project, Stakeholder, and Requirements Management Fundamentals: SkillUp
  • IBM and ISC2 Cybersecurity Specialist: IBM
  • IBM DevOps, Cloud, and Agile Foundations: IBM
  • Data Structures and Algorithms: University of California San Diego
  • Assess for Success: Marketing Analytics and Measurement: Google

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