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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


  • S

    SkillUp

    Anti Money Laundering and Transaction Compliance

    Skills you'll gain: Registration, Loan Origination, Mortgage Loans, Electronic Benefits Transfer (EBT), Regulatory Compliance, Compliance Training, Financial Industry Regulatory Authorities, Automated Clearing House, Consumer Lending, Threat Detection, General Lending, Customer Complaint Resolution, Workflow Management, Records Management, Payment Processing and Collection, Payment Systems, Governance Risk Management and Compliance, Financial Controls, Standard Operating Procedure, Finance

    ★ 4.6 (14) · Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • P

    Pontificia Universidad Católica de Chile

    Gestión Empresarial Exitosa para Pymes

    Skills you'll gain: Entrepreneurship, Management Accounting, People Management, Business Management, Human Resources Management and Planning, Marketing, People Development, Accounting, Staff Management, Marketing Strategies, Value Propositions, Financial Management, Customer experience improvement, Financial Analysis, Innovation, Finance, Business Strategy, Recruitment, Persona (User Experience)

    ★ 4.8 (5.5K) · Mixed · Course · 1 - 3 Months

    Category: Preview
    Preview
  • I

    IESE Business School

    Finance for Managers

    Skills you'll gain: Financial Statements, Financial Management, Financial Acumen, Management Accounting, Finance, Business Metrics, Accounts Payable and Receivable, Business Analysis

    ★ 4.8 (1.1K) · Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Stock Market Technical Analysis Simplified

    Skills you'll gain: Technical Analysis, Market Trend, Financial Trading, Market Dynamics, Trend Analysis, Market Analysis, Run Chart, Financial Market, Market Opportunities, Financial Analysis, Decision Making, Analysis, Financial Statement Analysis, Consolidation

    Mixed · Course · 1 - 3 Months

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

    EDUCBA

    Valuation Techniques for Special Situations

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Private Equity, Business Valuation, Income Statement, Financial Modeling, Financial Analysis, Investment Banking, Financial Data, Revenue Management, Microsoft Excel, Operational Analysis, Corporate Finance, Finance, Investments, Risk Modeling, Analysis, Consolidation, Banking, Decision Making

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • U

    University of Illinois Urbana-Champaign

    Fundamentals of Accounting

    Skills you'll gain: Balance Sheet, Financial Statements, Management Accounting, Performance Measurement, Income Statement, Financial Statement Analysis, Cost Accounting, Capacity Management, Operating Cost, Financial Reporting, Asset Management, Organizational Strategy, Performance Analysis, Financial Accounting, Operational Analysis, Financial Analysis, Budgeting, Operating Budget, Cost Control, Fixed Asset

    ★ 4.6 (2.1K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • S

    STARWEAVER

    Advanced Modeling, Visualization & Storytelling

    Skills you'll gain: Financial Modeling, Data Storytelling, Dashboard Creation, Dashboard, Management Reporting, Data Presentation, Business Reporting, Financial Forecasting, Financial Reporting, Financial Statement Analysis, Business Modeling, Financial Analysis, Advanced Analytics, Performance Reporting, Business Analysis, Data Modeling, Statistical Visualization, Analysis, Forecasting, Automation

    Intermediate · Course · 1 - 4 Weeks

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

    Erasmus University Rotterdam

    Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital

    Skills you'll gain: Strategic Decision-Making, Business Valuation, Private Equity, Mergers & Acquisitions, Game Theory, Corporate Strategy, Strategic Thinking, Capital Budgeting, Financial Analysis, Business Strategy, Financial Statement Analysis, Return On Investment, Investment Banking, Decision Making, Cash Flows, Bidding, Growth Strategies, Corporate Finance, Competitive Analysis

    ★ 4.6 (1.4K) · Advanced · Course · 1 - 3 Months

    Category: Preview
    Preview
  • T

    The Hong Kong University of Science and Technology

    FinTech: Finance Industry Transformation and Regulation

    Skills you'll gain: FinTech, Governance Risk Management and Compliance, Regulatory Compliance, Financial Regulation, Business Continuity Planning, Compliance Management, Disaster Recovery, Risk Management Framework, Financial Regulations, Financial Controls, Operational Risk, Bank Regulations, Business Continuity, Security Management, Financial Services, Market Trend, Financial Systems, Workforce Development, Banking, Blockchain

    ★ 4.7 (1K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    University of Pennsylvania

    Digital Assets: Foundations, Markets, and Regulation

    Skills you'll gain: Blockchain, Digital Assets, FinTech, Financial Systems, Financial Inclusion, Financial Market, Financial Regulations, Capital Markets, Financial Regulation, Payment Systems, Financial Services, Cryptographic Protocols, Asset Management, Market Liquidity, Law, Regulation, and Compliance, Cryptography, Regulatory Requirements, Payment Processing

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
  • U

    Universidad Nacional Autónoma de México

    Habilidades Gerenciales

    Skills you'll gain: Delegation Skills, Supervision, Leadership and Management, Creative Problem-Solving, Critical Thinking and Problem Solving, Organizational Strategy, Organizational Skills, Creative Thinking, Problem Solving, Leadership Development, Cognitive flexibility, Strategic Planning, Brainstorming, Team Leadership, Leadership, Empathy & Emotional Intelligence, Management Training And Development, Time Management, Business Planning, Coaching

    ★ 4.8 (6.8K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • P

    Pearson

    Multiplicity, Change, and Human Resources

    Skills you'll gain: Organizational Change, Human Resources, People Management, Human Resources Management and Planning, Staff Management, Human Resource Strategy, Talent Management, Leadership and Management, People Development, Leadership Studies, Change Management, Workplace inclusivity, Workforce Development, Workforce Management, Communication Planning, Stress Management, Internal Communications, Collaboration, Diversity Awareness, Recruitment

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
1…777879…620

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

  • Anti Money Laundering and Transaction Compliance: SkillUp
  • Gestión Empresarial Exitosa para Pymes: Pontificia Universidad Católica de Chile
  • Finance for Managers: IESE Business School
  • Stock Market Technical Analysis Simplified: EDUCBA
  • Valuation Techniques for Special Situations: EDUCBA
  • Fundamentals of Accounting: University of Illinois Urbana-Champaign
  • Advanced Modeling, Visualization & Storytelling: STARWEAVER
  • Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital: Erasmus University Rotterdam
  • FinTech: Finance Industry Transformation and Regulation: The Hong Kong University of Science and Technology
  • Digital Assets: Foundations, Markets, and Regulation: University of Pennsylvania

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