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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: New
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    Status: Free Trial
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    U

    Universidades Anáhuac

    Finanzas en acción: Estrategias para emprender con éxito

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Cash Flows, Entrepreneurial Finance, Working Capital, Financial Analysis, Cash Flow Forecasting, Balance Sheet, Entrepreneurship, Financial Management, Finance, Strategic Decision-Making

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    D

    Duke University

    Entrepreneurial Finance: Strategy and Innovation

    Skills you'll gain: Financial Modeling, Blockchain, FinTech, Portfolio Risk, Entrepreneurial Finance, Financial Market, Business Valuation, Risk Management, Excel Formulas, Emerging Technologies, Cryptography, Risk Analysis, Fundraising and Crowdsourcing, Financial Trading, Probability Distribution, R (Software), Financial Analysis, Entrepreneurship, Finance, Microsoft Excel

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.4K reviews

    Intermediate · Specialization · 3 - 6 Months

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    EDUCBA

    Analyze Asset & Fund Management Strategies

    Skills you'll gain: Investment Management, Portfolio Risk, Risk Management, Wealth Management, Return On Investment, Regulatory Compliance, Market Dynamics

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    G

    Google

    Assess for Success: Marketing Analytics and Measurement

    Skills you'll gain: Media Planning, Spreadsheet Software, A/B Testing, Return On Investment, Marketing Analytics, Key Performance Indicators (KPIs), Google Analytics, Pivot Tables And Charts, Performance Measurement, Performance marketing, Digital Marketing, Data Presentation, Google Ads, Marketing Budgets, Marketing, Web Analytics and SEO, Data Analysis, Stakeholder Communications

    4.6
    Rating, 4.6 out of 5 stars
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    2.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    M

    Microsoft

    Data-Driven Decision Making in Account Management

    Skills you'll gain: Budget Management, Account Strategy, Financial Management, Key Performance Indicators (KPIs), Account Management, Data Quality, Budgeting, Customer Data Management, Customer Analysis, Data Integrity, Performance Analysis, Analytics, Performance Metric, Data-Driven Decision-Making, Strategic Decision-Making, Power BI, Customer Insights, Sales Strategy, Data Analysis, Financial Analysis

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
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    R

    Rice University

    Engineering Project Management

    Skills you'll gain: Project Scoping, Communication Planning, Cost Management, Scope Management, Project Estimation, Project Schedules, Earned Value Management, Scheduling, Team Management, Quality Assurance, Stakeholder Management, Work Breakdown Structure, Risk Management, Organizational Structure, Procurement, Project Risk Management, Project Documentation, Requirements Management, Project Management, Planning

    4.7
    Rating, 4.7 out of 5 stars
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    4.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    U

    University of Pennsylvania

    Fundamentals of Finance

    Skills you'll gain: Portfolio Management, Equities, Corporate Finance, Return On Investment, Financial Analysis, Portfolio Risk, Financial Management, Business Valuation, Financial Market, Investments, Cash Flows, Business Mathematics

    4
    Rating, 4 out of 5 stars
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    1.1K reviews

    Beginner · Course · 1 - 3 Months

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    EDUCBA

    Analyze and Evaluate Bond Markets & Fixed Income Investing

    Skills you'll gain: Market Data, Financial Analysis, Return On Investment, Portfolio Risk

    Beginner · Course · 1 - 4 Weeks

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    E

    EDUCBA

    Analyze and Apply Project Finance Methods and Functions

    Skills you'll gain: Project Finance, Financial Modeling, Risk Analysis, Loans, Financial Analysis, Financial Forecasting, Excel Formulas, Project Risk Management, Cost Benefit Analysis, Revenue Forecasting, Risk Management, Due Diligence, Microsoft Excel, Cash Flows

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    G

    Google

    Use AI Responsibly

    Skills you'll gain: AI Security, Workplace inclusivity, Social Impact, Generative AI, Analysis, Critical Thinking, Data Security

    4.8
    Rating, 4.8 out of 5 stars
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    1.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of Washington

    Business English Communication Skills

    Skills you'll gain: Negotiation, Proposal Writing, Presentations, Sales Presentation, Verbal Communication Skills, Persuasive Communication, Event Planning, Peer Review, Business Communication, Business Writing, Taking Meeting Minutes, Public Speaking, Business Planning, Microsoft PowerPoint, Meeting Facilitation, Business Correspondence, Professional Networking, Data Visualization, English Language, Setting Appointments

    4.7
    Rating, 4.7 out of 5 stars
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    4.9K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
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    P

    PwC

    Problem Solving with Excel

    Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Spreadsheet Software, Data Validation, Complex Problem Solving, Data Analysis Software, Data Entry, Data Analysis, Statistical Analysis, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    5.5K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Finanzas en acción: Estrategias para emprender con éxito: Universidades Anáhuac
  • Entrepreneurial Finance: Strategy and Innovation: Duke University
  • Analyze Asset & Fund Management Strategies: EDUCBA
  • Assess for Success: Marketing Analytics and Measurement: Google
  • Data-Driven Decision Making in Account Management: Microsoft
  • Engineering Project Management: Rice University
  • Fundamentals of Finance: University of Pennsylvania
  • Analyze and Evaluate Bond Markets & Fixed Income Investing: EDUCBA
  • Analyze and Apply Project Finance Methods and Functions: EDUCBA
  • Use AI Responsibly: Google

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