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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: New
    New
    P

    Packt

    Technical Program Manager's Handbook: Mastering PM Skills

    Skills you'll gain: Technical Management, Program Management, Stakeholder Engagement, Leadership and Management, Stakeholder Management, Project Management, Technical Product Management, Risk Management, Initiative and Leadership, Technical Consulting, Professional Development, Generative AI, Drive Engagement, Communication Planning, Emotional Intelligence, Technical Communication, Project Planning, AI Enablement, Software Architecture, Technical Analysis

    Intermediate · Course · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Career Readiness & Leadership Skills in the Modern Workplace

    Skills you'll gain: Active Listening, Emotional Intelligence, Team Performance Management, Interviewing Skills, Executive Presence, Leadership Development, Conflict Management, Social Skills, Business Ethics, Management Training And Development, Case Studies, Empathy, Relationship Management, Ethical Standards And Conduct, Leadership, Self-Awareness, Workforce Planning, Professional Networking, Business Communication, Communication

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

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Mercados financeiros

    Skills you'll gain: Investment Banking, Financial Regulation, Financial Market, Portfolio Management, Corporate Finance, Securities (Finance), Risk Management, Finance, Behavioral Economics, Capital Markets, Banking, Insurance, Equities, Brokerage, Underwriting, Governance, Non-Profit Accounting, Derivatives, Mortgage Loans, Economics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    87 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    C

    Coursera

    Choose Best Project Management Methods

    Skills you'll gain: Project Design, Project Coordination, Decision Making, Agile Methodology, Stakeholder Engagement, Waterfall Methodology, Project Management, Agile Project Management, Project Planning

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Global Trends for Business and Society

    Skills you'll gain: Demography, Market Trend, Trend Analysis, International Relations, Socioeconomics, Global Marketing, Social Sciences, Systems Thinking, Cultural Diversity, Political Sciences, Financial Systems, Economics, Business Economics, Governance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    922 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    From Likes to Leads: Interact with Customers Online

    Skills you'll gain: Social Media Marketing, Social Media Strategy, Social Media Management, Social Media Campaigns, Content Creation, Digital Marketing, Digital Advertising, Customer Engagement, Brand Awareness, Marketing Analytics, Target Audience

    4.8
    Rating, 4.8 out of 5 stars
    ·
    4K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Introducción a las finanzas

    Skills you'll gain: Working Capital, Financial Statements, Financial Analysis, Accounts Receivable, Financial Data, Financial Planning, Financial Controls, Cash Management, Budget Management, Financial Management, Business Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    319 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Analyze Apple's Stock and Financials with Bloomberg Terminal

    Skills you'll gain: Market Data, Financial Statement Analysis, Financial Data, Equities, Financial Analysis, Data Analysis, Accounting and Finance Software, Financial Modeling, Technical Analysis, Business Analysis, Real Time Data

    4.2
    Rating, 4.2 out of 5 stars
    ·
    39 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Análisis de Negocios con Estados Financieros

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Cash Flows, Cash Management, Working Capital, Accrual Accounting, Asset Management, Operating Expense, Resource Management, Equities, Market Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    141 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Berklee

    The DIY Musician

    Skills you'll gain: Fundraising and Crowdsourcing, Music Theory, Musical Composition, Music, Peer Review, Brand Strategy, Professional Networking, Social Media, Branding, Sustainable Business, Music Performance, Leadership, Media Production, Campaign Management, Instrumental Music, Automation, Marketing, Relationship Building, Entrepreneurship, File Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Excel Skills for Business: Intermediate II

    Skills you'll gain: Excel Formulas, Microsoft Excel, Excel Macros, Data Validation, Spreadsheet Software, Data Modeling, Financial Forecasting, Data Integrity, Business Modeling, Automation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8.4K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management

    Skills you'll gain: Project Schedules, Project Planning, Stakeholder Management, Communication Planning, Project Implementation, Earned Value Management, Agile Methodology, Agile Project Management, Stakeholder Communications, Project Scoping, Work Breakdown Structure, Project Management, Program Management, Conflict Management, Project Coordination, Milestones (Project Management), Resource Utilization, Resource Planning, Project Documentation, Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    32 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Technical Program Manager's Handbook: Mastering PM Skills: Packt
  • Career Readiness & Leadership Skills in the Modern Workplace: Coursera
  • Mercados financeiros: Yale University
  • Choose Best Project Management Methods: Coursera
  • Global Trends for Business and Society: University of Pennsylvania
  • From Likes to Leads: Interact with Customers Online: Google
  • Introducción a las finanzas: Universidad Nacional Autónoma de México
  • Analyze Apple's Stock and Financials with Bloomberg Terminal: Coursera
  • Análisis de Negocios con Estados Financieros: Pontificia Universidad Católica de Chile
  • The DIY Musician: Berklee

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