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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    D

    Duke University

    Financing for Startup Businesses

    Skills you'll gain: FinTech, Entrepreneurial Finance, Fundraising and Crowdsourcing, Financial Analysis, Financial Modeling, Finance, Private Equity, Financial Services, Credit Risk, Financial Forecasting, Microsoft Excel, Liquidation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    218 reviews

    Intermediate · Course · 1 - 4 Weeks

  • 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
    Preview
    N

    National Taiwan University

    大數據分析:商業應用與策略管理 (Big Data Analytics: Business Applications and Strategic Decisions)

    Skills you'll gain: Data-Driven Decision-Making, Business Analytics, Business Intelligence, Strategic Decision-Making, Analytics, Financial Data, Marketing Analytics, Market Analysis, Customer Insights, Big Data, Social Media, Business, Market Research, Retail Store Operations, Marketing Strategies, Brand Management, Banking, Consumer Behaviour, Financial Services

    4.8
    Rating, 4.8 out of 5 stars
    ·
    414 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Introduction to Supply Chain Finance & Blockchain Technology

    Skills you'll gain: Working Capital, Supply Chain Management, Supply Chain Systems, Supply Chain, Cash Flows, Blockchain, Cash Management, FinTech, Commercial Banking, Supplier Management, Payment Systems, Performance Measurement, Financial Systems, Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    298 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Investment Strategies and Portfolio Analysis

    Skills you'll gain: Portfolio Management, Investment Management, Performance Measurement, Performance Analysis, Return On Investment, Investments, Financial Market, Financial Analysis, Risk Analysis, Benchmarking, Statistical Analysis

    4.2
    Rating, 4.2 out of 5 stars
    ·
    280 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    U.S. Federal Taxation

    Skills you'll gain: Corporate Tax, Tax Compliance, Depreciation, Income Tax, Tax Management, Liquidation, Property Accounting, Tax Preparation, Partnership Accounting, Corporate Accounting, Tax Planning, Tax Returns, Tax, Tax Laws, Fixed Asset, Real Estate Transactions, Capital Expenditure, Mergers & Acquisitions, Cost Benefit Analysis, Revenue Recognition

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    973 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    IS/IT Governance

    Skills you'll gain: Technology Strategies, Change Management, Information Technology, Governance, Portfolio Management, Investment Management, System Implementation, Resource Allocation, Return On Investment, User Acceptance Testing (UAT), Financial Analysis, Cost Benefit Analysis, Risk Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    742 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    T

    The State University of New York

    Launch Your Online Business

    Skills you'll gain: Branding, Marketing and Public Relations, Entrepreneurship, Content Creation, Video Production, Marketing, Copywriting, Business Modeling, Presentations, Customer Engagement, Value Propositions, E-Commerce, Web Design and Development, Photography, Persona Development, Competitive Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    879 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Meeting Investors' Goals

    Skills you'll gain: Portfolio Management, Investments, Business Ethics, Wealth Management, Behavioral Economics, Financial Market, Consumer Behaviour, Decision Making, Asset Management, Marketing Psychology, Market Dynamics, Finance, Economics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.8K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of London

    Business and Marketing Strategies

    Skills you'll gain: Operations Management, Process Design, Operational Excellence, Business Operations, Operational Efficiency, Consumer Behaviour, Marketing Planning, Marketing Strategies, Marketing Strategy and Techniques, Strategic Marketing, Competitive Analysis, Business Ethics, Marketing Psychology, Marketing, Global Marketing, Social Sciences, International Relations, Culture, Business, Sustainable Business

    4.6
    Rating, 4.6 out of 5 stars
    ·
    520 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica de Chile

    Análisis de Sistemas de Transporte

    Skills you'll gain: Transportation Operations, Transportation Management, Network Analysis, Operations Research, Systems Analysis, Operational Analysis, Analysis, Demand Planning, Mathematical Modeling, Econometrics, Markov Model, Behavioral Economics, Economic Development, Economics, Policy, and Social Studies, Cost Benefit Analysis, Market Dynamics, Customer Demand Planning, Probability, Social Impact, Model Evaluation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    782 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Johns Hopkins Medical Office Manager

    Skills you'll gain: Medical Billing and Coding, Denial Management, Patient Registration, Care Management, Medical Privacy, Revenue Cycle Management, Practice Management, Organizational Change, Change Management, Health Insurance Portability And Accountability Act (HIPAA) Compliance, Performance Review, Data Management, ICD Coding (ICD-9/ICD-10), Medical Terminology, Human Resource Policies, Medical Billing, Patient Safety, Continuous Quality Improvement (CQI), Healthcare Industry Knowledge, Data Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    356 reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Financing for Startup Businesses: Duke University
  • A Comprehensive Excel Masterclass: Illinois Tech
  • 大數據分析:商業應用與策略管理 (Big Data Analytics: Business Applications and Strategic Decisions): National Taiwan University
  • Introduction to Supply Chain Finance & Blockchain Technology: New York Institute of Finance
  • Investment Strategies and Portfolio Analysis: Rice University
  • U.S. Federal Taxation: University of Illinois Urbana-Champaign
  • IS/IT Governance: University of Minnesota
  • Launch Your Online Business: The State University of New York
  • Meeting Investors' Goals: University of Geneva
  • Business and Marketing Strategies: University of London

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