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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: New
    New
    Status: Free Trial
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    Coursera

    Project Time and Effort

    Skills you'll gain: Project Schedules, Resource Allocation, Scheduling, Timelines, Project Estimation, Resource Planning, Project Planning, Capacity Planning, Project Management, Resource Management, Stakeholder Management, Stakeholder Communications

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    IBM

    Generative AI for Project Managers

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Responsible AI, Google Gemini, Project Management, LLM Application, AI Enablement, Project Management Life Cycle, Case Studies, Team Oriented, Prototyping, Artificial Intelligence and Machine Learning (AI/ML), Artificial Intelligence, Project Documentation, AI Workflows, Deep Learning, Risk Management, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    11K reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
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    IBM

    Information Technology (IT) and Cloud Fundamentals

    Skills you'll gain: Cloud Computing Architecture, Cloud Services, Cloud Deployment, Generative AI, Cloud Security, Cloud Infrastructure, Cybersecurity, Cloud Platforms, Cloud Computing, Data Storage, Peripheral Devices, Computer Hardware, Cyber Attacks, System Configuration, Artificial Intelligence, Cloud Storage, OSI Models, General Networking, Data Security, Test Planning

    4.7
    Rating, 4.7 out of 5 stars
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    11K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    INSEAD

    Blockchain Revolution

    Skills you'll gain: Blockchain, Digital Assets, Ledgers (Accounting), Peer Review, FinTech, Intellectual Property, Business Transformation, Financial Inclusion, Business Leadership, Governance, Market Opportunities, Strategic Leadership, Asset Management, Technology Strategies, Digital Transformation, Corporate Sustainability, Business Analysis, Business, Competitive Analysis, Emerging Technologies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.1K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
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    U

    University of Michigan

    Negociación exitosa: Estrategias y habilidades esenciales (en español)

    Skills you'll gain: Negotiation, Contract Negotiation, Mediation, Arbitration, Communication, Conflict Management, Interpersonal Communications, Planning, Decision Making, Business Ethics

    4.8
    Rating, 4.8 out of 5 stars
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    2.7K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
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    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
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    1.6K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    EDUCBA

    Master Accounting: Analyze, Manage & Optimize Finances

    Skills you'll gain: Payroll Processing, Accounting Software, Financial Reporting, Payroll, Business Reporting, Accounting, General Accounting, Ledgers (Accounting), Tax Management, Workflow Management, Vendor Management, Accounts Payable, Small Business Accounting, Accounts Receivable, Reconciliation, Inventory and Warehousing, Tax Compliance, Inventory Management System, System Configuration, Billing & Invoicing

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University at Buffalo

    ADHD: Everyday Strategies for Elementary Students

    Skills you'll gain: Classroom Management, Teaching, Instructional Strategies, Student Engagement, Psychiatric Assessments, Parent Communication, Behavior Management, Positive Behavior Support, Working With Children, Clinical Assessment, Mental Health Diseases and Disorders, Treatment Planning, Diagnostic Tests, Child Development, Planning, Communication

    4.7
    Rating, 4.7 out of 5 stars
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    2.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    New York Institute of Finance

    Market Risk Management: Frameworks & Strategies

    Skills you'll gain: Portfolio Risk, Risk Management, Financial Market, Derivatives, Risk Management Framework, Portfolio Management, Risk Analysis, Market Data, Equities, Capital Markets, Estimation, Financial Modeling, Statistical Analysis, Probability & Statistics

    4.7
    Rating, 4.7 out of 5 stars
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    202 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
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    EDUCBA

    Master Bond Accounting: Analyze, Value & Apply IFRS

    Skills you'll gain: Capital Markets, Business Mathematics

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    Strategic Leadership in Hospitality

    Skills you'll gain: Revenue Management, Customer experience strategy (CX), Service Design, Design Thinking, Change Management, Capital Expenditure, Financial Statement Analysis, Cost Control, Social Media Marketing, Hospitality Management, Social Media, Innovation, Financial Forecasting, Finance, Operations Management, Prototyping, Strategic Planning, Capital Budgeting, Search Engine Optimization, Key Performance Indicators (KPIs)

    4.4
    Rating, 4.4 out of 5 stars
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    117 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Essentials of Entrepreneurship: Thinking & Action

    Skills you'll gain: Business Planning, Feasibility Studies, Entrepreneurship, Market Opportunities, Innovation, New Business Development, Business Strategies, Ideation, Business Process, Financial Analysis, Business Operations, Marketing

    4.6
    Rating, 4.6 out of 5 stars
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    2.9K reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Project Time and Effort: Coursera
  • Generative AI for Project Managers: IBM
  • Information Technology (IT) and Cloud Fundamentals: IBM
  • Blockchain Revolution: INSEAD
  • Negociación exitosa: Estrategias y habilidades esenciales (en español): University of Michigan
  • Intellectual Property Law: University of Pennsylvania
  • Master Accounting: Analyze, Manage & Optimize Finances: EDUCBA
  • ADHD: Everyday Strategies for Elementary Students: University at Buffalo
  • Market Risk Management: Frameworks & Strategies: New York Institute of Finance
  • Master Bond Accounting: Analyze, Value & Apply IFRS: EDUCBA

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