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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
    G

    Google

    Capstone: Applying Project Management in the Real World

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

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

    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
    ·
    115 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    C

    Coursera

    PM Phases: Initiate, Plan, Execute

    Skills you'll gain: Project Closure, Risk Mitigation, Project Risk Management, Project Planning, Business Communication

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    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
    ·
    2.7K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Generative AI for Educators

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, AI Personalization, Responsible AI, Data Ethics, Education Software and Technology, AI Enablement, Digital pedagogy, Learning Management Systems, Prototyping, Artificial Intelligence and Machine Learning (AI/ML), Artificial Intelligence, AI Workflows, Deep Learning, Ethical Standards And Conduct, Information Privacy, Machine Learning, Context Management

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

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Stocks and Bonds

    Skills you'll gain: Market Data, Finance, General Finance, Corporate Finance, Financial Analysis, Financial Market, Investments, Financial Data, Equities, Investment Management, Business Mathematics, Cash Flows

    4.6
    Rating, 4.6 out of 5 stars
    ·
    421 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Construct Stock Market Indices

    Skills you'll gain: Market Data, Google Sheets, Data Import/Export, Equities, Financial Modeling, Financial Analysis, Financial Market

    4.5
    Rating, 4.5 out of 5 stars
    ·
    203 reviews

    Advanced · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    U

    University of Maryland, College Park

    The Cycle: Management of Successful Arts and Cultural Organizations

    Skills you'll gain: Fundraising, Business Management, Organizational Strategy, Event Management, Governance, Stakeholder Engagement, Business Planning, Marketing, Strategic Marketing, Planning, Business Marketing, Performing Arts, Growth Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    737 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Investments I: Fundamentals of Performance Evaluation

    Skills you'll gain: Investment Management, Investments, Finance, Portfolio Management, Business Valuation, Financial Modeling, Financial Market, Equities, Return On Investment, Financial Analysis, Portfolio Risk, Asset Management, Microsoft Excel, Regression Analysis, Risk Analysis, Performance Analysis, Estimation, Cash Flows

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    926 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    The Finance of Climate Change

    Skills you'll gain: Project Finance, Financial Market, Securities (Finance), Environmental Social And Corporate Governance (ESG), Corporate Finance, Climate Change Mitigation, Financial Regulation, Climate Change Adaptation, Investment Management, Financial Analysis, Sustainable Business, Risk Management, Cash Flows, Sustainability Reporting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    123 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI and ChatGPT for K-12 Educators

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, Multimodal Prompts, LLM Application, Productivity, OpenAI, Anthropic Claude, Creative Problem-Solving, AI Enablement, Generative AI, AI Personalization, Creative Thinking, Artificial Intelligence, Innovation, Brainstorming, Large Language Modeling, Game Design, Education Software and Technology, Student Engagement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8K reviews

    Beginner · Specialization · 1 - 3 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
    ·
    2.9K reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Capstone: Applying Project Management in the Real World: Google
  • Strategic Leadership in Hospitality: Starweaver
  • PM Phases: Initiate, Plan, Execute: Coursera
  • Negociación exitosa: Estrategias y habilidades esenciales (en español): University of Michigan
  • Generative AI for Educators: IBM
  • Stocks and Bonds: University of Michigan
  • Construct Stock Market Indices: Coursera
  • The Cycle: Management of Successful Arts and Cultural Organizations: University of Maryland, College Park
  • Investments I: Fundamentals of Performance Evaluation: University of Illinois Urbana-Champaign
  • The Finance of Climate Change: EDHEC Business School

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