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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


  • U

    University of Illinois Urbana-Champaign

    Introduction to Accounting Data Analytics and Visualization

    Skills you'll gain: Data Visualization, Data Literacy, Tableau Software, Data Presentation, Data Visualization Software, Excel Macros, Analytics, Accounting and Finance Software, Analytical Skills, Pivot Tables And Charts, Accounting Systems, Business Analytics, Microsoft Excel, Data Collection, Data-Driven Decision-Making, Excel Formulas, Data Analysis, Scatter Plots, Predictive Analytics, Data Architecture

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    455 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    HTML and CSS: Building a Single-Page Website

    Skills you'll gain: Cascading Style Sheets (CSS), Hypertext Markup Language (HTML), HTML and CSS, Web Development, Web Applications, Web Design and Development, Web Design, Front-End Web Development

    4.5
    Rating, 4.5 out of 5 stars
    ·
    553 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • U

    University of Virginia

    Design Thinking: Insights to Inspiration

    Skills you'll gain: Design Thinking, Innovation, User Research, Design Research, Open Mindset, Human Centered Design, Project Scoping, Project Planning, Growth Mindedness, User Feedback, Strategic Thinking, Qualitative Research, Customer Insights, Empathy, Complex Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    150 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Case Western Reserve University

    Beyond Silicon Valley: Growing Entrepreneurship in Transitioning Economies

    Skills you'll gain: Philanthropy, Entrepreneurship, Global Marketing, Entrepreneurial Finance, Innovation, New Business Development, Community Development, Economic Development, Commercialization, Mentorship, Governance, Case Studies, Public Policies, Program Evaluation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    128 reviews

    Mixed · Course · 1 - 3 Months

  • U

    Unilever

    Customer Understanding and Digital Marketing Channels

    Skills you'll gain: Customer Insights, Digital Marketing, Customer Analysis, Marketing Strategies, Customer experience strategy (CX), Marketing Planning, Content Marketing, Social Media Marketing, Marketing Channel, Target Audience, Persona Development, Marketing Analytics, Brand Marketing, Goal Setting, Smart Goals, E-Commerce

    4.7
    Rating, 4.7 out of 5 stars
    ·
    246 reviews

    Beginner · Course · 1 - 4 Weeks

  • M

    Microsoft

    Microsoft Program Management

    Skills you'll gain: Earned Value Management, Stakeholder Management, Program Management, Stakeholder Communications, Agile Project Management, Stakeholder Engagement, Project Management Office (PMO), Agile Methodology, Project Performance, Team Leadership, Project Schedules, Virtual Teams, Team Building, Conflict Management, Change Management, Project Management Life Cycle, Return On Investment, Strategic Leadership, Communication, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    160 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Hot New Release
    Hot New Release
    E

    EDUCBA

    Microsoft Excel Mastery: From Basics to Pro Skills

    Skills you'll gain: Microsoft Excel, Pivot Tables And Charts, Excel Formulas, Spreadsheet Software, Business Reporting, Data Visualization, Excel Macros, Dashboard, Forecasting, Data Analysis, Data Visualization Software, Predictive Modeling, Data Validation, Productivity Software, Data Entry, Data Management, Financial Modeling, Data Security, Data Integrity, Computer Literacy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    127 reviews

    Beginner · Specialization · 1 - 3 Months

  • U

    University of Michigan

    Leading for Equity, Diversity and Inclusion in Higher Education

    Skills you'll gain: Higher Education, Diversity Equity and Inclusion Initiatives, Leadership, Workplace inclusivity, Cultural Diversity, Social Justice, Accountability, Advocacy, Student Engagement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    299 reviews

    Intermediate · Course · 1 - 3 Months

  • P

    Packt

    Foundations of Project Management

    Skills you'll gain: Project Management Institute (PMI) Methodology, Project Management, Stakeholder Engagement, Stakeholder Management, Project Management Life Cycle, Project Risk Management, Project Planning, Scope Management, Project Performance, Risk Management, Ethical Standards And Conduct, Business Ethics, Team Leadership, Agile Methodology, Communication Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 4 Weeks

  • K

    Kennesaw State University

    Cybersecurity: Developing a Program for Your Business

    Skills you'll gain: Cyber Threat Intelligence, Security Management, Internet Of Things, Incident Response, Risk Management, Cyber Security Policies, Cyber Security Strategy, Cyber Governance, Human Factors (Security), Business Risk Management, Cybersecurity, Threat Management, Security Awareness, Enterprise Risk Management (ERM), Information Management, Computer Security Awareness Training, Mobile Security, Business Ethics, Performance Measurement, Cyber Risk

    4.5
    Rating, 4.5 out of 5 stars
    ·
    2.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • B

    Board Infinity

    Generative AI in Finance

    Skills you'll gain: Responsible AI, Fraud detection, Financial Analysis, Risk Modeling, Financial Regulations, Lending and Underwriting

    3.9
    Rating, 3.9 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • T

    The University of Edinburgh

    Climate Change: Carbon Capture and Storage

    Skills you'll gain: Climate Change Mitigation, Energy and Utilities, Pollution Prevention, Oil and Gas, Sustainable Engineering, Economics, Sustainable Technologies, Environmental Policy, Environmental Science

    4.7
    Rating, 4.7 out of 5 stars
    ·
    96 reviews

    Mixed · Course · 1 - 3 Months

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

  • Introduction to Accounting Data Analytics and Visualization: University of Illinois Urbana-Champaign
  • HTML and CSS: Building a Single-Page Website: Coursera
  • Design Thinking: Insights to Inspiration : University of Virginia
  • Beyond Silicon Valley: Growing Entrepreneurship in Transitioning Economies: Case Western Reserve University
  • Customer Understanding and Digital Marketing Channels: Unilever
  • Microsoft Program Management: Microsoft
  • Microsoft Excel Mastery: From Basics to Pro Skills: EDUCBA
  • Leading for Equity, Diversity and Inclusion in Higher Education: University of Michigan
  • Foundations of Project Management: Packt
  • Cybersecurity: Developing a Program for Your Business: Kennesaw State University

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