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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


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    C

    Council on Foreign Relations

    Global Affairs Explained: Managing the International System

    Skills you'll gain: International Finance, Policty Analysis, Research, and Development, Negotiation

    Beginner · Course · 1 - 3 Months

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    I

    IESE Business School

    Claves para Gestionar Personas

    Skills you'll gain: Human Resource Policies, Human Resources Management and Planning, People Management, Talent Management, Compensation Management, Compensation Strategy, Recruitment, Talent Recruitment, Employee Performance Management, Performance Appraisal, Leadership Development, Leadership, Persona (User Experience)

    4.8
    Rating, 4.8 out of 5 stars
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    2.4K reviews

    Mixed · Course · 1 - 3 Months

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    S

    Starweaver

    Credit Analyst Academy

    Skills you'll gain: Financial Statement Analysis, Credit Risk, Financial Analysis, Bank Regulations, Loans, Portfolio Risk, Environmental Social And Corporate Governance (ESG), Risk Modeling, Market Data, Risk Mitigation, Derivatives, Financial Regulation, Risk Analysis, Financial Market, Securities (Finance), Risk Management, Financial Data, Financial Services, Portfolio Management, Project Portfolio Management

    4.7
    Rating, 4.7 out of 5 stars
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    7 reviews

    Intermediate · Specialization · 3 - 6 Months

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    LearnQuest

    Advanced Sales Training: Challenging, Coaching, and Closing

    Skills you'll gain: Overcoming Objections, Consultative Selling, Coaching, Sales Strategy, Sales Training, Sales Prospecting, Collaboration, Consumer Behaviour, Diversity Awareness, Cultural Sensitivity, Upselling, Customer Relationship Management, Virtual Teams, Sales Presentation, Sales Pipelines, Negotiation, Business Communication, Communication Strategies, Virtual Networking, Interpersonal Communications

    Beginner · Specialization · 1 - 3 Months

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    C

    Coursera

    Digital Marketing Operations & Analytics

    Skills you'll gain: Content Performance Analysis, Dashboard, Surveys, Newsletters, Search Engine Optimization, Marketing Budgets, Email Automation, Marketing Analytics, Marketing Automation, Marketing Planning, Spreadsheet Software, Web Analytics, Email Marketing, Content Marketing, Performance Reporting, Google Analytics, Collaborative Software, Social Media Management, Lead Generation, Brand Awareness

    Beginner · Specialization · 3 - 6 Months

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    Real Madrid Graduate School Universidad Europea

    Sports Nutrition and Training: Innovation Assets

    Skills you'll gain: Leadership, Collaboration, Physical Stamina, Performance Analysis, Sports Medicine, Nutrition and Diet, Athletic Training, Exercise Science, Injury Prevention, Coaching, Nutrition Education, Innovation, Automation, AI Personalization, Teamwork, Performance Reporting, Technology Solutions, Data Management, Health Technology, Communication

    Beginner · Specialization · 3 - 6 Months

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    C

    Coursera

    Change Management Training for Leaders

    Skills you'll gain: Change Management, Organizational Change, Leadership Studies, Strategic Leadership, Organizational Leadership, Stakeholder Communications, Empathy, Emotional Intelligence, Team Motivation, Adaptability, Team Management, Resilience, Communication Strategies, Active Listening

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of California, Irvine

    Fundamentos del Emprendimiento: Pensamiento y Acción

    Skills you'll gain: Entrepreneurship, Feasibility Studies, Business Planning, Strategic Thinking, New Business Development, Business Strategies, Innovation, Ideation, Financial Analysis, Business Analysis, Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    739 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    K

    Kennesaw State University

    Career Discovery

    Skills you'll gain: Professional Networking, LinkedIn, Mentorship, Professional Development, Interviewing Skills, Social Media, Relationship Building, Social Media Strategy, Planning, Strategic Communication, Communication, Adaptability, Collaboration, Business Research, Negotiation, Leadership, Professionalism, Goal Setting, Personal Development, Market Research

    4.6
    Rating, 4.6 out of 5 stars
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    1.7K reviews

    Beginner · Specialization · 3 - 6 Months

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    Real Madrid Graduate School Universidad Europea

    Building Champions: Applied Sport Training for Football

    Skills you'll gain: Performance Analysis, Sports Medicine, Athletic Training, Patient Evaluation, Exercise Science, Injury Prevention, Performance Reporting, Rehabilitation, Coaching, Health Technology, Load Balancing, Clinical Assessment, Decision Support Systems, Data Integration, Global Positioning Systems

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    M

    Microsoft

    Process Groups and Processes in Project Management

    Skills you'll gain: Stakeholder Engagement, Project Closure, Stakeholder Management, Risk Analysis, Stakeholder Communications, Project Risk Management, Project Planning, Stakeholder Analysis, Project Performance, Scheduling, Project Management Institute (PMI) Methodology, Risk Mitigation, Project Management, Project Coordination, Project Management Life Cycle, Communication Planning, Performance Metric, Team Management

    4.6
    Rating, 4.6 out of 5 stars
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    51 reviews

    Beginner · Course · 1 - 4 Weeks

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    Packt

    Service Integration and Management (SIAM) Foundation

    Skills you'll gain: Service Management, Information Technology Infrastructure Library, IT Service Management, Systems Integration, Control Objectives for Information and Related Technology (COBIT), Supplier Relationship Management, Strategic Sourcing, Risk Management Framework, Governance, Process Management, Process Improvement and Optimization, Risk Management, Continuous Improvement Process, Organizational Change, Performance Measurement, Lean Methodologies

    Beginner · Course · 1 - 3 Months

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

  • Global Affairs Explained: Managing the International System: Council on Foreign Relations
  • Claves para Gestionar Personas: IESE Business School
  • Credit Analyst Academy: Starweaver
  • Advanced Sales Training: Challenging, Coaching, and Closing: LearnQuest
  • Digital Marketing Operations & Analytics: Coursera
  • Sports Nutrition and Training: Innovation Assets: Real Madrid Graduate School Universidad Europea
  • Change Management Training for Leaders: Coursera
  • Fundamentos del Emprendimiento: Pensamiento y Acción: University of California, Irvine
  • Career Discovery: Kennesaw State University
  • Building Champions: Applied Sport Training for Football: Real Madrid Graduate School Universidad Europea

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