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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    ¿Cómo convertir mi idea en empresa?

    Skills you'll gain: User Feedback, Entrepreneurship, Business Development, New Business Development, Product Development, Customer Analysis, Business Planning, Market Opportunities, Product Design, Value Propositions, Needs Assessment, Customer Insights, Business Strategies, Product Testing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    491 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Managing Employee Performance

    Skills you'll gain: Performance Management, Performance Appraisal, Performance Review, Employee Performance Management, Constructive Feedback, People Management, Staff Management, Employee Engagement, Goal Setting, Culture

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.8K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Formulación y evaluación de proyectos complejos

    Skills you'll gain: Feasibility Studies, Project Management Life Cycle, Project Portfolio Management, Program Management, Strategic Planning, Project Management, Financial Analysis, Case Studies, Business Analysis, Complex Problem Solving, Project Finance, Cost Benefit Analysis, Risk Management, Decision Making

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.1K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Finance of Mergers and Acquisitions: Designing an M&A Deal

    Skills you'll gain: Mergers & Acquisitions, Private Equity, Business Valuation, Investment Banking, Price Negotiation, Capital Markets, Accounting, Corporate Tax, Corporate Strategy, Financial Modeling, Financial Management, Corporate Finance, Strategic Planning, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    65 reviews

    Intermediate · Course · 1 - 3 Months

  • I

    Illinois Tech

    A Comprehensive Excel Masterclass

    Skills you'll gain: Capital Budgeting, Microsoft Excel, Dashboard, Financial Modeling, Business Intelligence, Data Visualization, Key Performance Indicators (KPIs), Productivity Software, Excel Formulas, Spreadsheet Software, Data Presentation, Interactive Data Visualization, Data Analysis Expressions (DAX), Financial Analysis, Data-Driven Decision-Making, Google Sheets, Financial Management, Cash Flows, Timelines, Mortgage Loans

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    68 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
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    T

    The University of Edinburgh

    Philosophy and the Sciences: Introduction to the Philosophy of Physical Sciences

    Skills you'll gain: Research, Science and Research, General Science and Research, Scientific Methods, Physical Science, Physics, Research Methodologies

    4.7
    Rating, 4.7 out of 5 stars
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    957 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
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    U

    University of Alberta

    Mountains 101

    Skills you'll gain: Hydrology, Physical Science, Biology, Water Resources, Environment and Resource Management, Cultural Diversity, Climate Change Adaptation, Environmental Science, Risk Management, Ancient History, Human Development, Physiology, World History

    4.9
    Rating, 4.9 out of 5 stars
    ·
    2.6K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Understanding Obesity

    Skills you'll gain: Scientific Methods, Research, Nutrition and Diet, Behavioral Health, Physiology, Psychology, Stress Management, Peer Review, Health Policy, Discussion Facilitation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    890 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Giving Helpful Feedback

    Skills you'll gain: Constructive Feedback, Recognizing Others, Team Motivation, Tactfulness, Performance Review, Performance Management, Employee Performance Management, Staff Management, Emotional Intelligence, Coaching, Creativity, Communication

    4.8
    Rating, 4.8 out of 5 stars
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    2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Developing Front-End Apps with React

    Skills you'll gain: React Redux, Front-End Web Development, React.js, JavaScript Frameworks, UI Components, Web Development, Javascript, Restful API, Event-Driven Programming, Application Programming Interface (API), Dataflow, GitHub

    4.4
    Rating, 4.4 out of 5 stars
    ·
    765 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Strategy Formulation

    Skills you'll gain: Business Strategy, Business Planning, Strategic Decision-Making, Strategic Thinking, Organizational Strategy, Resource Management, Competitive Analysis, Strategic Leadership, Strategic Planning, Market Analysis, Global Marketing, Market Opportunities, Value Propositions, Market Dynamics

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.5K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Indian School of Business

    Creating a Portfolio

    Skills you'll gain: Portfolio Management, Investment Management, Performance Analysis, Market Dynamics, Text Mining, Technical Analysis, Risk Management, Financial Regulation, Compliance Management, Benchmarking

    4.5
    Rating, 4.5 out of 5 stars
    ·
    322 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • ¿Cómo convertir mi idea en empresa?: Universidad de los Andes
  • Managing Employee Performance: University of Minnesota
  • Formulación y evaluación de proyectos complejos: Universidad de los Andes
  • Finance of Mergers and Acquisitions: Designing an M&A Deal: University of Illinois Urbana-Champaign
  • A Comprehensive Excel Masterclass: Illinois Tech
  • Philosophy and the Sciences: Introduction to the Philosophy of Physical Sciences: The University of Edinburgh
  • Mountains 101: University of Alberta
  • Understanding Obesity: The University of Edinburgh
  • Giving Helpful Feedback: University of Colorado Boulder
  • Developing Front-End Apps with React: IBM

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