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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


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    Y

    Yale University

    Mercados financieros

    Skills you'll gain: Investment Banking, Risk Management, Financial Market, Portfolio Management, Business Ethics, Investments, Finance, Financial Services, Behavioral Economics, Capital Markets, Equities, Banking, Financial Regulation, Securities (Finance), Leadership Studies, Underwriting, Non-Profit Accounting, Derivatives, Economics, Policy, and Social Studies, Insurance

    4.9
    Rating, 4.9 out of 5 stars
    ·
    592 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    U

    University of California, Irvine

    Project Management: The Basics for Success

    Skills you'll gain: Project Controls, Team Leadership, Project Planning, Team Performance Management, Team Management, Team Building, Project Management, Project Management Life Cycle, Project Schedules, Performance Reporting, Leadership, Management Reporting, Communication Planning, Stakeholder Management, Communication

    4.6
    Rating, 4.6 out of 5 stars
    ·
    11K reviews

    Mixed · Course · 1 - 4 Weeks

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    L

    Logical Operations

    Project Management Fundamentals

    Skills you'll gain: Project Management Life Cycle, Project Closure, Project Implementation, Project Management, Project Coordination, Project Scoping, Project Design, Project Schedules, Project Controls, Change Control, Project Planning, Cost Management, Work Breakdown Structure, Project Estimation, Communication Planning, Project Documentation, Scheduling, Risk Management

    Mixed · Course · 1 - 3 Months

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    P

    Pontificia Universidad Católica de Chile

    Gestión Empresarial Exitosa para Pymes

    Skills you'll gain: Entrepreneurship, People Management, Business Management, Human Resources Management and Planning, Marketing, Accounting, Customer experience strategy (CX), Financial Management, Business Marketing, Financial Analysis, Innovation, Finance, Recruitment, Persona (User Experience)

    4.8
    Rating, 4.8 out of 5 stars
    ·
    5.4K reviews

    Mixed · Course · 1 - 3 Months

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    M

    Macquarie University

    Generative AI for Educators: AI Literacy & Prompting Skills

    Skills you'll gain: Prompt Engineering, AI Personalization, Education Software and Technology, Artificial Intelligence, Teaching, Digital pedagogy, Education and Training, Educational Materials, Model Evaluation, Data Ethics, Lesson Planning, Critical Thinking, Instructional and Curriculum Design, Technology Strategies, Higher Education, Information Technology

    Beginner · Course · 1 - 4 Weeks

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    A

    Alex Genadinik

    Personal Finance, Wealth Management, And Investing With AI

    Skills you'll gain: Wealth Management, Asset Management, Return On Investment, Investments, Portfolio Management, Finance, Financial Planning, Market Dynamics, Entrepreneurial Finance, Financial Acumen, Risk Management, Business Strategies, Market Trend

    Mixed · Course · 1 - 4 Weeks

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    M

    Macquarie University

    Structure, Funding and Negotiation For Startups

    Skills you'll gain: Intellectual Property, Governance, Value Propositions, Entrepreneurship, Due Diligence, Business Valuation, Negotiation, User Research, Business Strategies, Customer Insights, Business Planning, Business Development, Strategic Partnership, Product Knowledge, Business Modeling, Regulation and Legal Compliance, Fundraising, Financial Analysis, Relationship Building, Stakeholder Management

    Beginner · Course · 1 - 3 Months

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    C

    Coursera

    SAP: Post Invoices, Track Payments

    Skills you'll gain: Accounts Payable, Accounts Payable and Receivable, Invoicing, Billing & Invoicing, Data Entry, Payment Processing and Collection, Transaction Processing, SAP Applications, Accounting Systems, Accounting and Finance Software, Accounting Records, General Ledger, Enterprise Resource Planning

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    C

    Coursera

    Plan, Estimate, and Break Down Sprints

    Skills you'll gain: Sprint Planning, Jira (Software), Scrum (Software Development), User Story, Meeting Facilitation, Backlogs, Agile Methodology, Project Planning, Project Estimation, Agile Project Management, Estimation, Work Breakdown Structure, Workflow Management

    Beginner · Course · 1 - 4 Weeks

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    E

    EDUCBA

    Analyze Investor Behavior with Behavioral Finance

    Skills you'll gain: Behavioral Economics, Investments, Financial Analysis, Investment Management, Financial Market, Finance, Portfolio Management, Decision Making, Portfolio Risk, Market Dynamics, Asset Management, Economics, Risk Analysis, Probability & Statistics

    Beginner · Course · 1 - 3 Months

  • Status: New
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    C

    Coursera

    Procurement: From Specs to POs

    Skills you'll gain: Procurement, Strategic Sourcing, Material Requirements Planning, Contract Compliance, Business Communication, Cross-Functional Collaboration

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    Sound the Alarm: Detection and Response

    Skills you'll gain: Intrusion Detection and Prevention, Incident Response, Computer Security Incident Management, Threat Detection, Event Monitoring, Security Information and Event Management (SIEM), Incident Management, Security Management, Continuous Monitoring, Network Security, Network Monitoring, Splunk, Network Analysis, TCP/IP, Network Protocols, Query Languages

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Mercados financieros: Yale University
  • Project Management: The Basics for Success: University of California, Irvine
  • Project Management Fundamentals: Logical Operations
  • Gestión Empresarial Exitosa para Pymes: Pontificia Universidad Católica de Chile
  • Generative AI for Educators: AI Literacy & Prompting Skills: Macquarie University
  • Personal Finance, Wealth Management, And Investing With AI: Alex Genadinik
  • Structure, Funding and Negotiation For Startups: Macquarie University
  • SAP: Post Invoices, Track Payments: Coursera
  • Plan, Estimate, and Break Down Sprints: Coursera
  • Analyze Investor Behavior with Behavioral Finance: EDUCBA

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