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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


  • C

    Coursera

    Диверсификация портфеля с помощью корреляционной матрицы

    Skills you'll gain: Correlation Analysis, Portfolio Risk, Portfolio Management, Investments, Financial Analysis, Financial Market

    Intermediate · Guided Project · Less Than 2 Hours

  • E

    EDUCBA

    IPO Process: Analyze, Evaluate & Launch

    Skills you'll gain: Capital Markets, Investment Banking, Go To Market Strategy, Financial Market, Business Valuation, Underwriting, Market Dynamics, Price Negotiation, Due Diligence, Strategic Thinking, Corporate Finance, Compliance Management, Financial Regulation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Validating Your Startup Idea with MVP Experiment Canvas

    Skills you'll gain: Target Market, Market Opportunities, Entrepreneurship, Value Propositions, Performance Measurement, Risk Analysis, Business Modeling, Feasibility Studies, Business Strategy, Product Development, Verification And Validation, Product Management, Case Studies, Innovation, FinTech, Leadership

    4.6
    Rating, 4.6 out of 5 stars
    ·
    7 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • K

    Kennesaw State University

    Leading and Developing Top Talent

    Skills you'll gain: Leadership Development, Leadership, Organizational Leadership, Leadership and Management, Team Leadership, Business Leadership, Diversity and Inclusion, Diversity Equity and Inclusion Initiatives, Team Management, Team Building, Organizational Strategy, Coaching, Employee Performance Management, Mentorship, Teamwork, Collaboration, Innovation, Business Strategy, Smart Goals, Adaptability

    4.6
    Rating, 4.6 out of 5 stars
    ·
    16 reviews

    Beginner · Course · 1 - 4 Weeks

  • T

    The University of Hong Kong

    ESG Essentials: Sustainable Business Strategies

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Business, Business Ethics, Governance, Corporate Sustainability, Sustainable Development, Environment and Resource Management, Business Leadership, Ethical Standards And Conduct, Environmental Issue, Sustainability Reporting, Social Impact, Stakeholder Engagement, Diversity and Inclusion, Finance, Business Development, Climate Change Mitigation

    Beginner · Course · 1 - 3 Months

  • M

    Macquarie University

    Навыки Excel для бизнеса. Продвинутый

    Skills you'll gain: Dashboard, Data Cleansing, Excel Formulas, Data Visualization, Microsoft Excel, Spreadsheet Software, Data Storytelling, Data Validation, Data Integrity, Technical Documentation, Business Intelligence, Accounting and Finance Software, Depreciation, Finance, Loans, Automation

    3.7
    Rating, 3.7 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Coursera

    Анализ доходности с EVA

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Return On Investment, Financial Modeling, Working Capital, Operating Expense, Investments

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • C

    Coursera

    Get started with Wix

    Skills you'll gain: Content Management Systems, Web Content, Web Design, Web Design and Development, No-Code Development, Web Development, User Accounts, Graphic Design

    4.7
    Rating, 4.7 out of 5 stars
    ·
    12 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • F

    Fundação Instituto de Administração

    Fundos de Investimento

    Skills you'll gain: Investments, Portfolio Management, Financial Services, Wealth Management, Financial Regulation, Capital Markets, Financial Market, Tax Management, Compliance Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8 reviews

    Beginner · Course · 1 - 4 Weeks

  • S

    Starweaver

    AI-Driven HR Strategy, Operations, and Regulatory Compliance

    Skills you'll gain: Data Ethics, Responsible AI, Workforce Planning, Human Resource Strategy, Employee Engagement, AI Enablement, Regulatory Compliance, People Analytics, Compliance Management, Human Resource Policies, Recruitment Strategies, ChatGPT, Employee Retention, Recruitment, Governance, Ethical Standards And Conduct, Dashboard

    Intermediate · Course · 1 - 4 Weeks

  • S

    Simplilearn

    Master Agile Scrum with Specialization Certification

    Skills you'll gain: User Story, Backlogs, Scaled Agile Framework, Project Estimation, Sprint Planning, Agile Project Management, Agile Software Development, Scrum (Software Development), Sprint Retrospectives, Agile Methodology, Stakeholder Communications, Team Building, Agile Product Development, Jira (Software), Estimation, Planning, Project Management, Kanban Principles, Product Management, Prioritization

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Illinois Urbana-Champaign

    Understanding the Healthcare Innovation Process I

    Skills you'll gain: Product Development, New Product Development, Risk Management, Innovation, Healthcare Industry Knowledge, Industrial Design, Stakeholder Engagement, User Requirements Documents, Market Opportunities, Market Analysis, Cost Benefit Analysis, Return On Investment, Health Technology, Regulatory Requirements, Project Management, Forecasting, Financial Analysis, Agile Methodology, Project Planning, Waterfall Methodology

    Build toward a degree

    Intermediate · Course · 1 - 4 Weeks

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

  • Диверсификация портфеля с помощью корреляционной матрицы: Coursera
  • IPO Process: Analyze, Evaluate & Launch: EDUCBA
  • Validating Your Startup Idea with MVP Experiment Canvas: Coursera
  • Leading and Developing Top Talent : Kennesaw State University
  • ESG Essentials: Sustainable Business Strategies : The University of Hong Kong
  • Навыки Excel для бизнеса. Продвинутый: Macquarie University
  • Анализ доходности с EVA: Coursera
  • Get started with Wix: Coursera
  • Fundos de Investimento: Fundação Instituto de Administração
  • AI-Driven HR Strategy, Operations, and Regulatory Compliance: Starweaver

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