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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


  • M

    Minnesota State University, Mankato

    US Estate Taxation and Policies

    Skills you'll gain: Estate Planning, Tax Compliance, Tax Planning, Tax Preparation, Gift Accounting, Tax, Wealth Management, Tax Laws, Financial Planning, Insurance Policies, Insurance, Asset Management, Legal Proceedings

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • C

    Coursera

    Jira Workflow Automation & Optimization

    Skills you'll gain: Prompt Engineering, Jira (Software), Workflow Management, Report Writing, Scrum (Software Development), Sprint Retrospectives, Backlogs, Due Diligence, Dashboard, Return On Investment, Sprint Planning, Business Process Automation, Agile Methodology, Automation, Process Improvement, No-Code Development, Debugging, Configuration Management, Data-Driven Decision-Making, Stakeholder Management

    Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Fundraising with IPO & FPO Valuation Strategies

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Income Statement, Business Valuation, Profit and Loss (P&L) Management, Balance Sheet, Fundraising, Investment Banking, Financial Modeling, Corporate Finance

    Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • T

    Tecnológico de Monterrey

    El arte de innovar: Emprendimiento en Educación

    Skills you'll gain: Agile Methodology, User Centered Design, Education Software and Technology, Entrepreneurship, Emerging Technologies, Market Research, Solution Design, Innovation, Legal Risk, Market Analysis, Entrepreneurial Finance, Law, Regulation, and Compliance, Market Opportunities, Intellectual Property, Business Modeling, Scalability, Fundraising and Crowdsourcing, Growth Strategies

    Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • S

    Saviynt

    Saviynt Identity Security for AI Age (ISAA)

    Skills you'll gain: Governance Risk Management and Compliance, Cyber Attacks, Identity and Access Management, Cybersecurity, Cyber Security Strategy, Information Systems Security, AI Security, Cyber Governance, Security Management, Cloud Security, Security Information and Event Management (SIEM), Cyber Security Assessment, Cyber Risk, Security Software, Zero Trust Network Access, Endpoint Security, Human Factors (Security), Risk Management, Data Governance, Artificial Intelligence and Machine Learning (AI/ML)

    Beginner · Specialization · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • U

    University of California, Santa Barbara

    Balance Sheet Issues

    Skills you'll gain: Balance Sheet, Depreciation, Financial Reporting, Financial Accounting, Financial Statements, Financial Statement Analysis, Technical Accounting, Generally Accepted Accounting Principles (GAAP), General Ledger, Capital Expenditure, Equities, Fixed Asset, Accounts Receivable, Analysis, Estimation, Corporate Finance

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Advanced Elliott Wave Trading Strategies

    Skills you'll gain: Technical Analysis, Market Trend, Financial Trading, Risk Management Framework, Risk Management, Financial Market, Trend Analysis, Securities Trading, Risk Analysis, Market Analysis, Market Dynamics, Financial Forecasting, Forecasting

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • C

    Coursera

    Task & Time Management

    Skills you'll gain: Time Management, Project Management Software, Data Entry, Goal Setting, Dashboard, Timelines, Project Coordination, Coordinating, Risk Analysis, Project Management, Project Controls, Capacity Planning, Workflow Management, Project Scoping, Project Performance, Project Risk Management, Trend Analysis, Data Management, Analytics, Business

    Beginner · Course · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • S

    Skillshare

    Team Building: Create Engaging Events for Hybrid Teams

    Skills you'll gain: Team Building, Workplace inclusivity, Team Motivation, Diversity and Inclusion, Team Collaboration, Team Leadership, Teamwork, Team Performance Management, Recognizing Others, Motivational Skills, Drive Engagement, Virtual Teams, Rapport Building, Event Planning, Meeting Facilitation, Follow Through

    Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • R

    Real Madrid Graduate School Universidad Europea

    Building Champions: Applied Sport Training for Football

    Skills you'll gain: Performance Analysis, Sports Medicine, Athletic Training, Patient Evaluation, Exercise Science, Injury Prevention, Laboratory Testing, Medical Telemetry, Performance Reporting, Health Informatics, Rehabilitation, Coaching, Health Technology, Diagnostic Tests, Load Balancing, Clinical Assessment, Decision Support Systems, Data Integration, Global Positioning Systems

    Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Analyze Corporate Banking Products & Strategies

    Skills you'll gain: Banking, Project Finance, Banking Services, Cash Management, Commercial Banking, Commercial Lending, Working Capital, Corporate Finance, Lending and Underwriting, Loans, Financial Services, Relationship Management, Financial Management, Financial Analysis, Corporate Strategy, Cash Flows, Customer Relationship Management, Environmental Social And Corporate Governance (ESG), Business Relationship Management, Hedge Accounting

    ★ 5 (11) · Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • S

    Skillshare

    Find Clients as a Creative Freelancer: 5 Proven Methods

    Skills you'll gain: Sales Prospecting, Business Strategy, Proposal Writing, Business Planning, Sales Presentation, Portfolio Management, Client Services, Strategic Thinking, Prospecting and Qualification, Customer Acquisition Management, Business Correspondence, Direct Selling, Promotional Strategies

    Beginner · Course · 1 - 4 Weeks

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

  • US Estate Taxation and Policies: Minnesota State University, Mankato
  • Jira Workflow Automation & Optimization: Coursera
  • Fundraising with IPO & FPO Valuation Strategies: EDUCBA
  • El arte de innovar: Emprendimiento en Educación: Tecnológico de Monterrey
  • Saviynt Identity Security for AI Age (ISAA): Saviynt
  • Balance Sheet Issues: University of California, Santa Barbara
  • Advanced Elliott Wave Trading Strategies: EDUCBA
  • Task & Time Management: Coursera
  • Team Building: Create Engaging Events for Hybrid Teams: Skillshare
  • Building Champions: Applied Sport Training for Football: Real Madrid Graduate School Universidad Europea

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