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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
    B

    Banco Interamericano de Desarrollo

    Qualitative and Quantitative Analysis of Disaster Risk

    Skills you'll gain: Failure Analysis, Risk Analysis, Risk Modeling, Risk Management, Hazard Analysis, Project Risk Management, Analysis, Climate Change Adaptation, Data Analysis Software, Simulation and Simulation Software, Qualitative Research, Resilience

    4.7
    Rating, 4.7 out of 5 stars
    ·
    69 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Michigan State University

    Launch Strategy: 5 Steps to Capstone Experience

    Skills you'll gain: Customer Acquisition Management, Business Planning, Entrepreneurship, Business Modeling, Resource Management, Sales Strategy, Plan Execution, New Business Development, Business Strategy, Customer Engagement, Go To Market Strategy, Marketing, Innovation, Fundraising and Crowdsourcing, Budgeting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    131 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    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
    ·
    67 reviews

    Advanced · Specialization · 3 - 6 Months

  • C

    Coursera

    Building a Business Case Template in Power Point

    Skills you'll gain: Microsoft PowerPoint, Presentations, Sales Presentations, Business Planning, Proposal Development, Fundraising, Financial Acumen, Business Communication, Entrepreneurship

    4.6
    Rating, 4.6 out of 5 stars
    ·
    36 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Entrepreneurship

    Skills you'll gain: Ideation, Entrepreneurship, Value Propositions, Presentations, Entrepreneurial Finance, Innovation, New Product Development, Product Development, Business Planning, New Business Development, Business Risk Management, Business Modeling, Financial Analysis, Business Communication

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    I

    INSEAD

    Blockchain Applications in Fintech

    Skills you'll gain: Blockchain, FinTech, Digital Assets, Financial Services, Payment Systems, Financial Regulation, International Finance, Emerging Technologies, Asset Management, Artificial Intelligence, Regulation and Legal Compliance, Insurance

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Introduction to Growth Investing

    Skills you'll gain: Growth Strategies, Business Valuation, Investments, Competitive Analysis, Financial Statement Analysis, Financial Analysis, Business Metrics, Portfolio Risk, Market Trend, Market Dynamics, Financial Forecasting, Risk Management

    4.2
    Rating, 4.2 out of 5 stars
    ·
    12 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Leading People and Teams Capstone

    Skills you'll gain: Interviewing Skills, Leadership, Business Leadership, Leadership Development, Organizational Leadership, Leadership and Management, Professional Development, Team Building, Recruitment, Team Management, Talent Management, Coaching, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    577 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Practice Exam for CAPM Certification

    Skills you'll gain: Project Management, Project Coordination, Project Management Life Cycle, Project Management Institute (PMI) Methodology, Cost Management, Project Planning, Risk Management, Stakeholder Engagement, Business Analysis, Leadership

    4.6
    Rating, 4.6 out of 5 stars
    ·
    125 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    Emory University

    MBE Mastering Business Essentials

    Skills you'll gain: Financial Statements, Return On Investment, Business Strategy, Cash Flows, Supply Chain, Supply Chain Management, Financial Analysis, Income Statement, Corporate Finance, Balance Sheet, Corporate Strategy, Six Sigma Methodology, Business Valuation, Organizational Strategy, Gross Profit, Marketing Strategies, Market Dynamics, Marketing Communications, Target Market, Lean Six Sigma

    4.9
    Rating, 4.9 out of 5 stars
    ·
    55 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    L

    LearnKartS

    Program Management Process

    Skills you'll gain: Program Management, Project Controls, Cost Management, Earned Value Management, Risk Analysis, Risk Management, Project Closure, Project Management, Cost Estimation, Procurement, Communication Planning, Financial Management, Contract Management, Scheduling, Scope Management, Stakeholder Management, Resource Management, Quality Management, Quality Control

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    M

    Macquarie University

    Habilidades de Excel Aplicadas a Negocios: Nivel Avanzado

    Skills you'll gain: Dashboard, Spreadsheet Software, Data Cleansing, Excel Formulas, Data Visualization, Microsoft Excel, Business Intelligence, Data Analysis Expressions (DAX), Business Mathematics, Data Validation, Financial Data, Depreciation, Finance, Financial Analysis, Data Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    28 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Qualitative and Quantitative Analysis of Disaster Risk: Banco Interamericano de Desarrollo
  • Launch Strategy: 5 Steps to Capstone Experience: Michigan State University
  • Certified Information Systems Security Professional (CISSP): Infosec
  • Building a Business Case Template in Power Point: Coursera
  • Entrepreneurship: Fundação Instituto de Administração
  • Blockchain Applications in Fintech: INSEAD
  • Introduction to Growth Investing: Interactive Brokers
  • Leading People and Teams Capstone: University of Michigan
  • Practice Exam for CAPM Certification: SkillUp
  • MBE Mastering Business Essentials: Emory University

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