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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

    Project Execution and Control

    Skills you'll gain: Project Closure, Agile Methodology, Waterfall Methodology, Project Management Life Cycle, Sprint Retrospectives, Project Implementation, Agile Project Management, Project Performance, Project Management, Project Controls, Earned Value Management, Project Planning, Sprint Planning, Project Schedules, Scheduling, Resource Management, Resource Allocation

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    63 reviews

    Beginner · Course · 1 - 4 Weeks

  • I

    IESE Business School

    Marketing: Customer Needs and Wants

    Skills you'll gain: Value Propositions, Brand Management, Marketing, Marketing Strategies, Strategic Marketing, Product Strategy, Digital Marketing, Brand Strategy, Marketing Planning, Target Audience, Marketing Communications, Marketing Analytics, Customer Insights, Marketing Channel, Market Analysis, Consumer Behaviour

    4.5
    Rating, 4.5 out of 5 stars
    ·
    491 reviews

    Mixed · Course · 1 - 4 Weeks

  • M

    Microsoft

    Process Groups and Processes in Project Management

    Skills you'll gain: Stakeholder Engagement, Project Closure, Stakeholder Management, Risk Analysis, Stakeholder Communications, Project Risk Management, Project Planning, Stakeholder Analysis, Project Performance, Scheduling, Project Management Institute (PMI) Methodology, Risk Mitigation, Project Management, Project Coordination, Project Management Life Cycle, Communication Planning, Performance Metric, Team Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    52 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Colorado System

    Researcher Management and Leadership Training

    Skills you'll gain: Performance Management, Mentorship, Budget Management, Team Management, Project Accounting, People Management, Leadership and Management, Recruitment, Leadership, Professional Development, Resource Management, Coaching, Compliance Management, Goal Setting, Clinical Research

    4.8
    Rating, 4.8 out of 5 stars
    ·
    409 reviews

    Intermediate · Course · 1 - 3 Months

  • I

    Interactive Brokers

    Forex - Trading Around the World

    Skills you'll gain: Financial Trading, International Finance, Financial Market, Securities Trading, Equities, Capital Markets, Market Data, Market Dynamics, Portfolio Risk, Market Trend, Market Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    240 reviews

    Beginner · Course · 1 - 4 Weeks

  • S

    Scrimba

    CSS

    Skills you'll gain: Responsive Web Design, HTML and CSS, Hypertext Markup Language (HTML), Typography, Cascading Style Sheets (CSS), Web Design, Web Design and Development, Web Development Tools, Browser Compatibility, Application Deployment, Front-End Web Development, Web Development, Animations, Development Environment, UI Components, Usability, Javascript, Frontend Performance, Maintainability, User Interface (UI)

    4.6
    Rating, 4.6 out of 5 stars
    ·
    234 reviews

    Beginner · Specialization · 3 - 6 Months

  • R

    Rutgers the State University of New Jersey

    Supplier Management

    Skills you'll gain: Supplier Management, Procurement, Supplier Relationship Management, Supplier Performance Management, Vendor Management, Case Studies, Strategic Sourcing, Contract Management, Risk Management, Vendor Contracts, Business Ethics, Quality Assessment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    258 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Michigan

    Green Skills for a Sustainable and Just Future

    Skills you'll gain: Sustainable Development, Social Justice, Sustainable Systems, Geographic Information Systems, Organizational Change, Sustainable Business, Environmental Policy, Environmental Regulations, Geospatial Mapping, Culture Transformation, Organizational Effectiveness, Sustainability Reporting, Spatial Data Analysis, Environmental Social And Corporate Governance (ESG), Environmental Issue, Strategic Leadership, Leadership, Collaboration, Financial Analysis, Critical Thinking

    4.7
    Rating, 4.7 out of 5 stars
    ·
    56 reviews

    Beginner · Specialization · 3 - 6 Months

  • I

    Infosec

    Certified Information Systems Security Professional (CISSP)

    Skills you'll gain: Identity and Access Management, IT Security Architecture, Security Testing, Single Sign-On (SSO), Data Security, Contingency Planning, User Provisioning, Cryptography, Network Security, Application Security, Information Systems Security, Cryptographic Protocols, Asset Protection, Cloud Security, Computer Security Incident Management, Digital Assets, Public Key Cryptography Standards (PKCS), Incident Response, Risk Management Framework, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    85 reviews

    Advanced · Specialization · 3 - 6 Months

  • C

    Coursera

    Building Smarter Software: GenAI Tools and Practices

    Skills you'll gain: Test Planning, Prompt Engineering, Version Control, OpenAI API, Debugging, Google Gemini, Software Design Patterns, Object Oriented Design, Software Testing, Test Tools, GitLab, Responsible AI, Infrastructure as Code (IaC), Application Programming Interface (API), Mobile Development, Front-End Web Development, Back-End Web Development, Application Development, GitHub, Artificial Intelligence and Machine Learning (AI/ML)

    4.5
    Rating, 4.5 out of 5 stars
    ·
    128 reviews

    Intermediate · Specialization · 3 - 6 Months

  • T

    The University of Melbourne

    Alternative Approaches to Valuation and Investment

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Portfolio Risk, Investments, Business Valuation, Capital Budgeting, Portfolio Management, Return On Investment, Risk Management, Finance, Risk Analysis, Corporate Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    318 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Accounting Operations & Automation

    Skills you'll gain: Cash Flow Forecasting, Variance Analysis, Bookkeeping, Reconciliation, QuickBooks (Accounting Software), Invoicing, Cash Flows, Financial Analysis, Auditing, Process Optimization, Document Management, Microsoft Excel, Data Transformation, Financial Reporting, Compliance Reporting, Compliance Management, AI Enablement, Automation, Data Validation, Process Engineering

    3.9
    Rating, 3.9 out of 5 stars
    ·
    14 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Project Execution and Control: University of Illinois Urbana-Champaign
  • Marketing: Customer Needs and Wants: IESE Business School
  • Process Groups and Processes in Project Management: Microsoft
  • Researcher Management and Leadership Training: University of Colorado System
  • Forex - Trading Around the World: Interactive Brokers
  • CSS: Scrimba
  • Supplier Management: Rutgers the State University of New Jersey
  • Green Skills for a Sustainable and Just Future: University of Michigan
  • Certified Information Systems Security Professional (CISSP): Infosec
  • Building Smarter Software: GenAI Tools and Practices: Coursera

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