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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


  • T

    The University of Melbourne

    Alternative Approaches to Valuation and Investment

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Portfolio Risk, Investments, Business Valuation, Capital Budgeting, Portfolio Management, Return On Investment, Risk Management, Finance, Risk Analysis, Corporate Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    318 reviews

    Mixed · Course · 1 - 4 Weeks

  • T

    The Hong Kong University of Science and Technology

    China’s Economic Transformation Part 1: Economic Reform and Growth in China

    Skills you'll gain: International Relations, Economic Development, International Finance, World History, Fiscal Management, Economics, Financial Systems, Global Marketing, Economics, Policy, and Social Studies, Governance, Banking, Growth Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    204 reviews

    Beginner · Course · 1 - 3 Months

  • T

    Tecnológico de Monterrey

    Leading a Family Business

    Skills you'll gain: Succession Planning, Innovation, Business Modeling, Value Propositions, Governance, Entrepreneurship, Lean Methodologies, Leadership and Management, Leadership, Business Leadership, Corporate Strategy, New Product Development, Ideation, Strategic Leadership, Business Strategy, Sales Presentations, Leadership Development, New Business Development, Talent Management, Business Planning

    4.3
    Rating, 4.3 out of 5 stars
    ·
    60 reviews

    Advanced · Specialization · 3 - 6 Months

  • U

    University of California, Irvine

    Completing the Accounting Cycle

    Skills you'll gain: Month End Closing, Financial Accounting, Financial Statements, Ledgers (Accounting), Accounting, Income Statement, Balance Sheet, Accounting Records

    4.6
    Rating, 4.6 out of 5 stars
    ·
    151 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Build a mobile app with Google Sheets on Glide and no coding

    Skills you'll gain: No-Code Development, Mobile Development, Google Sheets, Application Development, Application Design, Application Deployment, Data Structures, User Accounts, Personalized Service, User Feedback, Web Development, Marketing

    4.5
    Rating, 4.5 out of 5 stars
    ·
    685 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • U

    University of Virginia

    Design Thinking: Insights to Inspiration

    Skills you'll gain: Design Thinking, Innovation, User Research, Design Research, Open Mindset, Human Centered Design, Project Scoping, Project Planning, Growth Mindedness, User Feedback, Strategic Thinking, Qualitative Research, Customer Insights, Complex Problem Solving, Empathy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    151 reviews

    Beginner · Course · 1 - 3 Months

  • T

    The Hong Kong University of Science and Technology

    Software Engineering: Software Design and Project Management

    Skills you'll gain: Software Design Patterns, Software Architecture, Software Development Life Cycle, Software Design, Process Driven Development, Software Engineering, Quality Assurance, Systems Development, Systems Analysis, Object Oriented Design, Systems Design, Project Management, Project Planning, Unified Modeling Language

    4.6
    Rating, 4.6 out of 5 stars
    ·
    199 reviews

    Intermediate · Course · 1 - 3 Months

  • S

    Starweaver

    Personal Productivity, Time Management and Prioritization

    Skills you'll gain: Prioritization, Productivity, Strategic Prioritization, Productivity Software, Ability To Meet Deadlines, Personal Development, Workflow Management, Goal Setting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    386 reviews

    Intermediate · Course · 1 - 4 Weeks

  • P

    Peking University

    Management Communication 管理沟通

    Skills you'll gain: Non-Verbal Communication, Team Building, Business Communication, Corporate Communications, Negotiation, Interpersonal Communications, Communication, Verbal Communication Skills, Intercultural Competence, Cultural Sensitivity, Active Listening, Public Speaking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    166 reviews

    Mixed · Course · 1 - 3 Months

  • L

    Liberty Mutual Insurance

    Liberty Mutual Insurance Sales Agent

    Skills you'll gain: Insurance, Insurance Policies, Closing (Sales), Insurance Sales, Overcoming Objections, Sales Prospecting, Productivity, Prospecting and Qualification, Verbal Communication Skills, Workers Compensation, Storytelling, Risk Management, Customer Relationship Building, Customer Retention, Sales Presentation, Communication, Underwriting, Consultative Selling, Commercial Laws, Product Knowledge

    4.5
    Rating, 4.5 out of 5 stars
    ·
    63 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • C

    Coursera

    Get started with Asana

    Skills you'll gain: Project Management Software, Project Management, Project Coordination, Workflow Management, Timelines, Organizational Skills, Collaborative Software, Project Planning, Team Management, User Accounts

    4.7
    Rating, 4.7 out of 5 stars
    ·
    164 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • U

    University of California, Davis

    Introduction to Process Safety and Risk Analysis

    Skills you'll gain: Chemical Engineering, Hazard Analysis, Process Engineering, Safety Assurance, Safety Training, Risk Management, Process Control, Failure Analysis, Accident Prevention, Risk Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    214 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Alternative Approaches to Valuation and Investment: The University of Melbourne
  • China’s Economic Transformation Part 1: Economic Reform and Growth in China: The Hong Kong University of Science and Technology
  • Leading a Family Business: Tecnológico de Monterrey
  • Completing the Accounting Cycle: University of California, Irvine
  • Build a mobile app with Google Sheets on Glide and no coding: Coursera
  • Design Thinking: Insights to Inspiration : University of Virginia
  • Software Engineering: Software Design and Project Management: The Hong Kong University of Science and Technology
  • Personal Productivity, Time Management and Prioritization: Starweaver
  • Management Communication 管理沟通: Peking University
  • Liberty Mutual Insurance Sales Agent: Liberty Mutual Insurance

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