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  • Financial Planning

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

    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
    I

    IBM

    IBM DevOps, Cloud, and Agile Foundations

    Skills you'll gain: Agile Software Development, Cloud Computing Architecture, Cloud Services, Cloud Deployment, Agile Methodology, DevOps, Kanban Principles, Cloud Security, Cloud Infrastructure, Cloud Platforms, Cloud Computing, Agile Project Management, Cloud-Native Computing, User Story, Cloud Storage, Sprint Retrospectives, Sprint Planning, CI/CD, Test Driven Development (TDD), Scrum (Software Development)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    13K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    U

    Universitat Politècnica de València

    Introducción a la inversión bursátil

    Skills you'll gain: Technical Analysis, Financial Market, Equities, Financial Trading, Investments, Portfolio Management, Market Trend, Financial Analysis, Securities Trading, Portfolio Risk, Trend Analysis, Analysis, Return On Investment, Risk Analysis, Risk Management

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Michigan

    The Science of Success: What Researchers Know that You Should Know

    Skills you'll gain: Growth Mindedness, Action Oriented, Resilience, Conscientiousness, Personal Development, Self-Motivation, Relationship Building, Optimism, Goal Setting, Persistence, Planning, Self-Awareness

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Prompt Engineering for ChatGPT

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, LLM Application, Productivity, OpenAI, AI Enablement, Generative AI, Artificial Intelligence, Large Language Modeling, Creativity, Problem Solving, Context Management, Verification And Validation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    7.4K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    L

    LearnQuest

    Strategic Foundations for CRO Leadership

    Skills you'll gain: Sales Pipelines, Sales Process, Sales Management, Regional Sales, Sales Territory Management, Sales Strategy, Sales Training, Talent Management, Revenue Management, Cross-Functional Team Leadership, Employee Coaching, Customer Relationship Management (CRM) Software, Data-Driven Decision-Making, Target Market, Market Opportunities, Marketing Analytics, Recruitment, Key Performance Indicators (KPIs)

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Product Cost and Investment Cash Flow Analysis

    Skills you'll gain: Cost Estimation, Cost Management, Financial Modeling, Investment Management, Risk Management, Finance, Spreadsheet Software, Financial Planning, Financial Analysis, Financial Management, Cost Accounting, Business Mathematics, Return On Investment, Cash Flows, Product Management

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    88 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Análisis Financiero

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Capital Budgeting, Project Finance, Cash Flows, Return On Investment, Financial Modeling, Cash Management, Investment Management, Working Capital, Capital Markets, Equities, Investments, Corporate Finance, Bankruptcies, Tax

    4.9
    Rating, 4.9 out of 5 stars
    ·
    708 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Accounting Fundamentals

    Skills you'll gain: Income Statement, Financial Statements, Accounting, Balance Sheet, Financial Reporting, Bookkeeping, Financial Modeling, Cash Flows, Financial Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    78 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Everyday Excel, Part 2

    Skills you'll gain: Regression Analysis, Microsoft Excel, Statistical Modeling, Excel Formulas, Financial Analysis, Predictive Modeling, Data Management, Financial Modeling, Data Analysis Expressions (DAX), Financial Forecasting, Process Optimization, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    570 reviews

    Intermediate · Course · 1 - 3 Months

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

    Coursera

    Career Readiness & Leadership Skills in the Modern Workplace

    Skills you'll gain: Active Listening, Emotional Intelligence, Interviewing Skills, Executive Presence, Leadership Development, Conflict Management, Social Skills, Business Ethics, Case Studies, Empathy, Team Management, Team Leadership, Relationship Management, Ethical Standards And Conduct, Leadership, Self-Awareness, Workforce Planning, Professional Networking, Business Communication, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.1K reviews

    Beginner · Specialization · 1 - 3 Months

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1…464748…377

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

  • Construct Stock Market Indices: Coursera
  • The Cycle: Management of Successful Arts and Cultural Organizations: University of Maryland, College Park
  • IBM DevOps, Cloud, and Agile Foundations: IBM
  • Introducción a la inversión bursátil: Universitat Politècnica de València
  • The Science of Success: What Researchers Know that You Should Know: University of Michigan
  • Prompt Engineering for ChatGPT: Vanderbilt University
  • Strategic Foundations for CRO Leadership: LearnQuest
  • Product Cost and Investment Cash Flow Analysis : University of Colorado Boulder
  • Análisis Financiero: Pontificia Universidad Católica de Chile
  • Accounting Fundamentals: Corporate Finance Institute

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