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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


  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Adaptability and Resiliency

    Skills you'll gain: Adaptability, Resilience, Professional Development, Action Oriented, Overcoming Obstacles, Self-Awareness, Cognitive flexibility, Expectation Management, Growth Mindedness, Personal Development, Relationship Building, Plan Execution, Productivity, Planning, Behavioral Management, Positivity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    839 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Auditing II: The Practice of Auditing

    Skills you'll gain: Auditing, Internal Controls, External Auditing, Financial Auditing, Audit Planning, Internal Auditing, Risk Analysis, Fraud detection, Business Strategies, Verification And Validation, Business Risk Management, Business Strategy, Risk Management, Probability & Statistics

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    315 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Programación y presupuesto del proyecto

    Skills you'll gain: Cost Management, Project Controls, Project Schedules, Project Performance, Earned Value Management, Cost Estimation, Project Estimation, Budget Management, Performance Metric, Timelines, Scheduling, Project Planning, Cost Control, Microsoft Project, Budgeting, Performance Measurement, Resource Allocation, Key Performance Indicators (KPIs), Resource Planning, Performance Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.6K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The Chinese University of Hong Kong

    Entrepreneurship

    Skills you'll gain: Entrepreneurship, Market Opportunities, Innovation, Ideation, Initiative and Leadership, Business Planning, Entrepreneurial Finance, Leadership Development, New Business Development, Strategic Thinking, New Product Development, Financial Analysis, Market Research, Presentations, Growth Strategies, Financial Modeling, Fundraising

    4.7
    Rating, 4.7 out of 5 stars
    ·
    312 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Market Intelligence and Audience Insights

    Skills you'll gain: Product Marketing, Market Research, Competitive Intelligence, Market Intelligence, Customer Insights, Go To Market Strategy, Customer Analysis, Strategic Marketing, Market Analysis, Market Dynamics, Pivot Tables And Charts, Internal Communications, Target Market, Competitive Analysis, Market Opportunities, Customer Retention, Demand Planning, Report Writing, Microsoft Excel, Target Audience

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Pennsylvania

    Removing Barriers to Change

    Skills you'll gain: Influencing, Persuasive Communication, Organizational Change, Overcoming Objections, Change Management, Overcoming Obstacles, Empowerment, Behavioral Economics, Decision Making, Cost Benefit Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    475 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    T

    The Expert Academy

    The Science Of Sales: Behavioural Insights And Psychology

    Skills you'll gain: Sales Presentations, Persuasive Communication, Sales Presentation, Negotiation, Consumer Behaviour, Oral Expression, Verbal Communication Skills, Communication, Selling Techniques, Behavioral Economics, Decision Making, Sales Strategy, Sales, Empathy, Storytelling, Emotional Intelligence, Trustworthiness, Active Listening, Critical Thinking, Psychology

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    S

    Stanford Online

    Social and Economic Networks: Models and Analysis

    Skills you'll gain: Social Network Analysis, Network Analysis, Social Sciences, Sociology, Socioeconomics, Game Theory, Behavioral Economics, Mathematical Modeling, Statistical Modeling, Bayesian Statistics, Probability

    4.8
    Rating, 4.8 out of 5 stars
    ·
    760 reviews

    Advanced · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Skillshare

    Canvas to Camera: DIY Video Marketing for Creatives

    Skills you'll gain: Video Editing, Video Production, Post-Production, Digital Publishing, Videography, Photo/Video Production and Technology, Target Audience, Marketing, Marketing Planning, Visual Storytelling, Content Marketing, Product Promotion, Promotional Materials, Promotional Strategies, Storyboarding, Oral Expression, Content Creation, Public Speaking

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    Construct Stock Market Indices

    Skills you'll gain: Market Data, Google Sheets, Data Import/Export, Equities, Financial Modeling, Financial Analysis, Financial Market

    4.5
    Rating, 4.5 out of 5 stars
    ·
    218 reviews

    Advanced · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    U

    Universidad de Palermo

    Plan de Negocios

    Skills you'll gain: Business Planning, Market Analysis, Value Propositions, Contingency Planning, Business Strategy, Market Opportunities, Risk Analysis, Financial Forecasting, Revenue Forecasting, Forecasting, Competitive Analysis, Project Risk Management, Financial Analysis, Business Research, Financial Modeling, Decision Making

    4.6
    Rating, 4.6 out of 5 stars
    ·
    154 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    H

    HEC Paris

    Devenir entrepreneur du changement

    Skills you'll gain: Project Implementation, Program Implementation, Social Impact, Project Design, Entrepreneurship, Market Opportunities, Self-Awareness, Ideation, Personal Development, New Business Development, Empowerment, Strategic Thinking, Sustainable Business, Innovation, Sustainable Development, Action Oriented, Proactivity, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    639 reviews

    Mixed · Course · 1 - 3 Months

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

  • Adaptability and Resiliency: University of California, Davis
  • Auditing II: The Practice of Auditing: University of Illinois Urbana-Champaign
  • Programación y presupuesto del proyecto: Tecnológico de Monterrey
  • Entrepreneurship: The Chinese University of Hong Kong
  • Market Intelligence and Audience Insights: Coursera
  • Removing Barriers to Change: University of Pennsylvania
  • The Science Of Sales: Behavioural Insights And Psychology: The Expert Academy
  • Social and Economic Networks: Models and Analysis: Stanford Online
  • Canvas to Camera: DIY Video Marketing for Creatives: Skillshare
  • Construct Stock Market Indices: Coursera

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