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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


  • Status: New
    New
    Status: Free Trial
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    B

    Board Infinity

    Prepare for CFA Level 1: Ethics and Professional Standards

    Skills you'll gain: Ethical Standards And Conduct, Business Ethics, Decision Making, Investment Management, Conflict Management, Compliance Management, Financial Reporting, Performance Reporting, Law, Regulation, and Compliance, Accountability, Case Studies

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Emprendimiento Corporativo

    Skills you'll gain: Innovation, Corporate Strategy, Team Management, Organizational Development, Entrepreneurship, Growth Strategies, Business Strategies, Organizational Strategy, Culture Transformation, Business Management, Initiative and Leadership, Strategic Leadership, Program Evaluation

    4.4
    Rating, 4.4 out of 5 stars
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    21 reviews

    Advanced · Course · 1 - 4 Weeks

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    O

    O.P. Jindal Global University

    International Organizations and Policy Regimes

    Skills you'll gain: International Relations, Environmental Policy, Financial Systems, Labor Law, Environmental Issue, Labor Compliance, Financial Policy, Labor Relations, International Finance, Financial Regulations, Economic Development, Economics, Policy, and Social Studies, Socioeconomics, Public Policies, Financial Regulation, Sustainable Development, Environmental Regulations, Diplomacy, Economics, World History

    Build toward a degree

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    The DMAIC Framework - Define and Measure Phase

    Skills you'll gain: Process Capability, Project Schedules, Project Estimation, Statistical Analysis, Statistical Methods, Data Analysis, Project Management, Project Planning, Six Sigma Methodology, Statistics, Lean Six Sigma, Process Analysis, Data Collection, Project Scoping, Probability & Statistics, Performance Measurement, Scope Management, Performance Metric, Performance Analysis, Process Improvement and Optimization

    4.8
    Rating, 4.8 out of 5 stars
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    13 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    C

    Coursera

    Manager of Managers: Coaching and Mentoring People Managers

    Skills you'll gain: Employee Coaching, Management Training And Development, Team Performance Management, Strategic Leadership, Succession Planning, Leadership Development, Mentorship, Strategic Thinking, People Development, Coaching, Professional Development, People Management, Accountability, Decision Making, Performance Improvement, Goal Setting

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    J

    John Wiley & Sons

    Excel All-in-One For Dummies

    Skills you'll gain: Excel Formulas, Microsoft Excel, Excel Macros, Spreadsheet Software, Pivot Tables And Charts, Data Presentation, Proofreading, Data Visualization, Editing, Financial Forecasting, Financial Modeling, Productivity Software, Consolidation, Data Analysis, Data Validation, Financial Data, Trend Analysis, Data Entry, Diagram Design, Visual Basic (Programming Language)

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    U

    Universidades Anáhuac

    Principios de Análisis e Instrumento Financieros

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Market, Financial Accounting, Income Statement, Balance Sheet, Securities (Finance), Capital Markets, Business Metrics, Corporate Finance, Financial Management, Deposit Accounts, Investments, Cash Flows, Equities

    4.3
    Rating, 4.3 out of 5 stars
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    7 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free
    Free
    C

    Coursera

    استخدام جداول بيانات جوجل لإنشاء بيان مالي

    Skills you'll gain: Balance Sheet, Profit and Loss (P&L) Management, Google Sheets, Income Statement, Dashboard, Spreadsheet Software, Financial Statements, Accounting Software, Financial Reporting, Data Entry

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Preview
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    I

    IESE Business School

    Dominando el arte de escalar y convencer a los inversores

    Skills you'll gain: Entrepreneurship, Business Valuation, Sales Presentations, Entrepreneurial Finance, Fundraising, Innovation, Presentations, Financial Management, Oral Expression, Competitive Analysis, Market Opportunities, Business Planning, Business Strategy, Financial Analysis, Strategic Partnership, Investments, Market Analysis, Strategic Thinking, Vocabulary, Negotiation

    Beginner · Course · 1 - 3 Months

  • Status: Preview
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    I

    IBM

    Introduction to Enterprise Resiliency

    Skills you'll gain: Business Continuity Planning, Disaster Recovery, Business Continuity, Information Technology Architecture, Mainframe Computing, Infrastructure Architecture, IT Infrastructure, Mainframe Technologies, System Monitoring, Data Loss Prevention, Operating Systems, Middleware

    4.4
    Rating, 4.4 out of 5 stars
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    12 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Advanced Java Concepts and Collections

    Skills you'll gain: Selenium (Software), JUnit, HTML and CSS, Test Automation, Hypertext Markup Language (HTML), Software Testing, Web Design and Development, Test Script Development, Test Tools, Web Development, Unit Testing, Software Quality Assurance, Java, Data Structures, Java Programming, Cascading Style Sheets (CSS), Test Execution Engine, Code Reusability, Debugging, Software Design Patterns

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    P

    Packt

    The SketchUp Handbook for Interior Design

    Skills you'll gain: SketchUp (3D Modeling Software), Visual Storytelling, Animations, Model Optimization, AI powered creativity, Visualization (Computer Graphics), Design Software, 3D Modeling, Autodesk, Software Visualization, Layout Design, Data Import/Export, Software Documentation, 3D Assets, Generative AI, Graphical Tools, Document Management, Color Matching, Design, Digital Design

    Beginner · Specialization · 3 - 6 Months

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

  • Prepare for CFA Level 1: Ethics and Professional Standards: Board Infinity
  • Emprendimiento Corporativo: Tecnológico de Monterrey
  • International Organizations and Policy Regimes: O.P. Jindal Global University
  • The DMAIC Framework - Define and Measure Phase: SkillUp
  • Manager of Managers: Coaching and Mentoring People Managers: Coursera
  • Excel All-in-One For Dummies: John Wiley & Sons
  • Principios de Análisis e Instrumento Financieros: Universidades Anáhuac
  • استخدام جداول بيانات جوجل لإنشاء بيان مالي: Coursera
  • Dominando el arte de escalar y convencer a los inversores: IESE Business School
  • Introduction to Enterprise Resiliency: IBM

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