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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 Maryland, College Park

    Developing Innovative Ideas for New Companies: The First Step in Entrepreneurship

    Skills you'll gain: Business Modeling, Strategic Decision-Making, Entrepreneurship, Market Opportunities, Ideation, Innovation, Business Strategies, Customer Insights, Market Analysis, New Business Development, Competitive Analysis, Value Propositions

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Individual Development Plan (IDP)

    Skills you'll gain: Goal Setting, Strategic Planning, Smart Goals, Planning, Personal Development, Strategic Thinking, Action Oriented, Timelines, Professional Development, Adaptability, Accountability, Self-Awareness, Constructive Feedback, Time Management, Mentorship

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    A Blueprint for Success – Your Video Pre-Production

    Skills you'll gain: Video Production, Storyboarding, Storytelling, Videography, Video Editing, Cinematography, Writing, Editing

    4.5
    Rating, 4.5 out of 5 stars
    ·
    76 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    U

    University of California, Irvine

    Gestión de riesgos y cambios de proyectos

    Skills you'll gain: Change Control, Project Controls, Scope Management, Project Risk Management, Project Performance, Change Management, Project Management, Stakeholder Management, Management Reporting, Risk Analysis, Planning, Project Documentation, Stakeholder Communications, Strategic Communication, Leadership and Management, Business Risk Management, Communication

    4.8
    Rating, 4.8 out of 5 stars
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    137 reviews

    Mixed · Course · 1 - 3 Months

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    U

    Universidad de los Andes

    ¿Cómo tomar decisiones financieras que agreguen valor?

    Skills you'll gain: Financial Modeling, Case Studies, Risk Analysis, Financial Analysis, Financial Statement Analysis, Capital Budgeting, Financial Forecasting, Return On Investment, Corporate Finance, Balance Sheet, Decision Making, Income Statement, Cash Flows

    4.9
    Rating, 4.9 out of 5 stars
    ·
    210 reviews

    Intermediate · Course · 1 - 3 Months

  • A

    Alfaisal University | KLD

    دليل الاستثمار | Investment Guide

    Skills you'll gain: Financial Market, Investments, Financial Planning, Capital Markets, Financial Services, Finance, Return On Investment, Financial Analysis, Risk Management

    5
    Rating, 5 out of 5 stars
    ·
    49 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    M

    Michigan State University

    Design and Make Infographics (Project-Centered Course)

    Skills you'll gain: Infographics, Adobe Illustrator, Graphic and Visual Design, Data Mapping, Graphic Design, Typography, Layout Design, Design Elements And Principles, Storytelling, Color Theory

    4.6
    Rating, 4.6 out of 5 stars
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    960 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    S

    SkillUp

    ASQ-Certified Six Sigma Green Belt (CSSGB) Exam Prep

    Skills you'll gain: Exploratory Data Analysis, Statistical Process Controls, Six Sigma Methodology, Lean Methodologies, Statistical Hypothesis Testing, Process Capability, Statistical Analysis, Data Analysis, Continuous Improvement Process, Project Management, Project Planning, Statistics, Work Breakdown Structure, Lean Six Sigma, Operational Excellence, Data Collection, Process Improvement, Stakeholder Management, Quality Improvement, Quality Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    56 reviews

    Intermediate · Specialization · 3 - 6 Months

  • C

    Coursera

    Program Management: Stakeholders Identification in ClickUp

    Skills you'll gain: Program Management, Stakeholder Management, Stakeholder Analysis, Project Management Software, Project Design, Program Development, Process Flow Diagrams, Agile Methodology

    4.8
    Rating, 4.8 out of 5 stars
    ·
    14 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Grant Writing for Health Researchers

    Skills you'll gain: Concision, Grant Writing, Sample Size Determination, Grant Applications, Proposal Writing, Biostatistics, Writing, Clinical Research Ethics, Editing, Statistical Analysis, Healthcare Ethics, Persuasive Communication, Data Analysis, Clinical Research, Statistical Methods, Medical Science and Research, Research Design, Planning, Science and Research, Growth Mindedness

    4.9
    Rating, 4.9 out of 5 stars
    ·
    54 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Diversity and Inclusion for HR Professionals

    Skills you'll gain: Diversity Equity and Inclusion Initiatives, Diversity and Inclusion, Diversity Awareness, Workplace inclusivity, Cultural Responsiveness, Cultural Diversity, Human Resources, Human Resource Strategy, Employee Engagement, Ideation, Decision Making, Recruitment, Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    240 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    The Product Owner Profession:  Unleashing the Power of Scrum

    Skills you'll gain: Agile Product Development, Sprint Planning, Product Management, Product Roadmaps, Agile Methodology, Agile Project Management, User Story, Product Strategy, Sprint Retrospectives, Backlogs, Project Management, Stakeholder Communications, Stakeholder Engagement

    4.5
    Rating, 4.5 out of 5 stars
    ·
    146 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Developing Innovative Ideas for New Companies: The First Step in Entrepreneurship: University of Maryland, College Park
  • Individual Development Plan (IDP): University of Minnesota
  • A Blueprint for Success – Your Video Pre-Production: University of Colorado Boulder
  • Gestión de riesgos y cambios de proyectos: University of California, Irvine
  • ¿Cómo tomar decisiones financieras que agreguen valor?: Universidad de los Andes
  • دليل الاستثمار | Investment Guide: Alfaisal University | KLD
  • Design and Make Infographics (Project-Centered Course): Michigan State University
  • ASQ-Certified Six Sigma Green Belt (CSSGB) Exam Prep: SkillUp
  • Program Management: Stakeholders Identification in ClickUp: Coursera
  • Grant Writing for Health Researchers: University of Colorado System

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