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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


  • U

    Universidad de los Andes

    Diseño de proyectos para promover el bienestar

    Skills you'll gain: Planning, Peer Review, Social Impact, Program Evaluation, Constructive Feedback, Strategic Planning, Collaboration, Resourcefulness, Needs Assessment, Social Determinants Of Health, Goal Setting, Adaptability

    ★ 4.7 (466) · Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
  • V

    Vanderbilt University

    Honors AI Foundations for High School Students

    Skills you'll gain: Prompt Engineering, Responsible AI, Prompt Patterns, Prompt Engineering Tools, LLM Application, Gemini, ChatGPT, Google Gemini, AI literacy, Anthropic Claude, Large Language Modeling, AI Enablement, Artificial Intelligence, AI powered creativity, Generative AI, AI Workflows, Artificial Intelligence and Machine Learning (AI/ML), Model Evaluation, Complex Problem Solving

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
  • F

    Fundação Instituto de Administração

    Strategic Sales Management

    Skills you'll gain: Sales Management, Sales Strategy, Customer Engagement, Sales Process, Sales, Sales Training, Selling Techniques, Case Studies, Sales Support, Sales Enablement, Business Planning, Conflict Management, Marketing, Marketing Planning, General Sales Practices, Strategic Marketing, Market Intelligence, Product Planning, Customer Analysis, Competitive Intelligence

    ★ 4.5 (545) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    University of Illinois Urbana-Champaign

    Investments I: Fundamentals of Performance Evaluation

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

    ★ 4.7 (941) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • U

    University of Minnesota

    Managing Employee Performance

    Skills you'll gain: Performance Management, Performance Appraisal, Performance Review, Employee Performance Management, Constructive Feedback, Management Training And Development, Performance Measurement, People Management, Human Resources Management and Planning, Performance Improvement, Employee Engagement, Goal Setting, Culture

    ★ 4.7 (2.8K) · Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • T

    The State University of New York

    International Cyber Conflicts

    Skills you'll gain: Cyber Threat Intelligence, Cyber Security Policies, Cybersecurity, International Relations, Cyber Operations, Cyber Attacks, Cyber Governance, Network Infrastructure, Diplomacy, General Networking, Conflict Management, Law, Regulation, and Compliance, Security Management, Human Factors (Security), Political Sciences, Media and Communications, Social Studies, Psychology

    ★ 4.5 (1.6K) · Mixed · Course · 1 - 3 Months

    Category: Preview
    Preview
  • S

    SkillUp

    Business Analyst (ECBA) Certificate Preparation 

    Skills you'll gain: Business Analysis, Business Analysis Tools, Business Process Modeling, Stakeholder Analysis, Process Optimization, Requirements Management, Business Systems Analysis, Process Modeling, Stakeholder Management, Process Improvement and Optimization, Data Modeling, Requirements Elicitation, Stakeholder Engagement, Risk Analysis, Communication Planning, Process Analysis, Analysis, Business Requirements, Business Process, Needs Assessment

    ★ 4.7 (115) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • C

    Caltech

    Pricing Options with Mathematical Models

    Skills you'll gain: Derivatives, Financial Market, Securities (Finance), Finance, Risk Modeling, Mathematical Modeling, Financial Modeling, Risk Management, Probability, Advanced Mathematics, Differential Equations, Applied Mathematics, Calculus

    ★ 4.7 (41) · Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
  • U

    University of Illinois Urbana-Champaign

    Operations Management: Quality and Supply Chain

    Skills you'll gain: Operations Management, Supply Chain, Continuous Improvement Process, Operations, Process Improvement, Supply Chain Planning, Process Improvement and Optimization, Supply Chain Management, Continuous Quality Improvement (CQI), Process Analysis, Wholesaling, Quality Management, Lean Manufacturing, Statistical Process Controls, Process Capability, Statistical Analysis, Sustainable Business, Network Planning And Design, Process Control, Program Management

    ★ 4.6 (1.2K) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • E

    ESSEC Business School

    The Fundamentals of Revenue Management: The Cornerstone of Revenue Strategy

    Skills you'll gain: Revenue Management, Hospitality Management, Forecasting, Budgeting, Hotels and Accommodations, Hospitality, Financial Forecasting, Hotel Operations, Revenue Forecasting, Target Market, Booking (Sales), Market Dynamics, Consumer Behaviour, Digital Transformation, Customer Acquisition Management, Data-Driven Decision-Making

    ★ 4.6 (1.1K) · Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • É

    École Nationale des Ponts et Chaussées

    Electric Vehicles and Mobility

    Skills you'll gain: Socioeconomics, Social Impact, Sustainable Development, Market Dynamics, Energy and Utilities, Social Studies, Environmental Issue, Economic Development, Market Analysis, Sustainable Technologies, Public Policies, Environmental Engineering, Electrical Systems, Sustainable Engineering, Environmental Science, Economics, Market Opportunities, Financial Inclusion, Cost Benefit Analysis, Climate Change Mitigation

    ★ 4.5 (1.3K) · Beginner · Course · 3 - 6 Months

    Category: Preview
    Preview
  • H

    HRCI

    Compliance and Risk Management

    Skills you'll gain: Occupational Safety and Health Administration (OSHA), Compliance Management, Compliance Training, Regulatory Compliance, Business Continuity Planning, Occupational Safety And Health, Law, Regulation, and Compliance, Business Continuity, Labor Compliance, Risk Management, Health And Safety Standards, Human Resources, Operational Risk, Safety Training, Risk Mitigation, Human Resource Policies, Standard Operating Procedure, Labor Law, Labor Relations, Human Resources Management and Planning

    ★ 4.8 (425) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
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In summary, here are 10 of our most popular financial planning courses

  • Diseño de proyectos para promover el bienestar: Universidad de los Andes
  • Honors AI Foundations for High School Students: Vanderbilt University
  • Strategic Sales Management: Fundação Instituto de Administração
  • Investments I: Fundamentals of Performance Evaluation: University of Illinois Urbana-Champaign
  • Managing Employee Performance: University of Minnesota
  • International Cyber Conflicts: The State University of New York
  • Business Analyst (ECBA) Certificate Preparation : SkillUp
  • Pricing Options with Mathematical Models: Caltech
  • Operations Management: Quality and Supply Chain: University of Illinois Urbana-Champaign
  • The Fundamentals of Revenue Management: The Cornerstone of Revenue Strategy: ESSEC Business School

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