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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
    Free
    C

    Coursera

    Get started with Asana

    Skills you'll gain: Project Management Software, Project Management, Project Coordination, Workflow Management, Collaborative Software, Project Planning, Team Management, User Accounts

    4.7
    Rating, 4.7 out of 5 stars
    ·
    171 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    GenAI in Business: Strategies for Successful Execution

    Skills you'll gain: Generative AI, AI Product Strategy, AI Enablement, Customer experience strategy (CX), Communication Planning, Innovation, Performance Analysis, Performance Measurement, Project Risk Management, Project Performance, Solution Design, Performance Metric, Risk Management, Experience Design, Risk Management Framework, Communication Strategies, Stakeholder Communications, Process Design, Internal Communications, Business Strategy

    4.9
    Rating, 4.9 out of 5 stars
    ·
    42 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidad Austral

    Cómo Invertir en Cripto

    Skills you'll gain: Technical Analysis, Digital Assets, Key Management, Investments, Financial Trading, Blockchain, Portfolio Management, Market Trend, Financial Analysis, Market Data, Investment Management, Asset Management, FinTech, Trend Analysis, Portfolio Risk, Operating Cost, Operating Expense, Decision Making, Risking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    122 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    El plan de marketing

    Skills you'll gain: Marketing Planning, Marketing Strategies, Strategic Marketing, Marketing Strategy and Techniques, Marketing Effectiveness, Product Planning, Marketing, Marketing Management, Customer Retention, Branding, Communication Planning, Marketing Communications, Brand Strategy, Product Strategy, Business Strategies, Customer Acquisition Management, Marketing Budgets, Market Analysis, Customer Analysis, Competitive Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    162 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Estructura de capital

    Skills you'll gain: Capital Markets, Equities, Corporate Tax, Finance, Investments, Corporate Finance, Cost Benefit Analysis, Bankruptcies, Tax, Financial Policy, Financial Analysis, Tax Planning, Business Valuation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    16 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of New Mexico

    Negocios Internacionales II

    Skills you'll gain: Global Marketing, International Finance, International Relations, Intercultural Competence, Business Economics, Organizational Structure, Staff Management, Business Management, Human Resource Management, Market Analysis, Economics, Workforce Management, Cultural Diversity, Business Strategy, Entrepreneurship, Market Dynamics, Business Intelligence, Economic Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    546 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Introduction to Generative AI in Human Resources

    Skills you'll gain: Responsible AI, HR Tech, Recruitment, Generative AI Agents, Employee Engagement, Data Ethics, Human Resources, Human Resources Management and Planning, AI Enablement, Talent Recruitment, AI Personalization, Recruitment Strategies, Employee Performance Management, Diversity Equity and Inclusion Initiatives

    4.7
    Rating, 4.7 out of 5 stars
    ·
    75 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    Crear un Informe Financiero con Microsoft Excel

    Skills you'll gain: Balance Sheet, Financial Statements, Profit and Loss (P&L) Management, Income Statement, Financial Statement Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Excel Formulas, Business Reporting, Ledgers (Accounting), Spreadsheet Software

    4.7
    Rating, 4.7 out of 5 stars
    ·
    105 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    Climate Aware Investing

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Portfolio Risk, Portfolio Management, Investment Management, Climate Change Mitigation, Finance, General Finance, Asset Management, Risk Modeling, Financial Market, Performance Measurement, Climate Change Adaptation, Investments, Risk Management, Performance Analysis, Corporate Sustainability, Business Risk Management, Sustainable Business, Equities, Risk Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    I

    IESE Business School

    How to Build an Effective Service Company

    Skills you'll gain: Lean Methodologies, Workforce Management, Lean Manufacturing, Service Improvement, Operations Management, Operational Excellence, Operational Performance Management, Business Process Management, Process Optimization, Service Management, Operational Efficiency, Workforce Planning, Staff Management, Business Transformation, Process Analysis, Sustainable Business, Process Flow Diagrams, Capacity Management, Client Services, Capacity Planning

    4.4
    Rating, 4.4 out of 5 stars
    ·
    25 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    R

    Rice University

    Finances pour les professionnels non financiers

    Skills you'll gain: Capital Budgeting, Capital Expenditure, Financial Analysis, Fiscal Management, Cash Flows, Business Valuation, Financial Statement Analysis, Finance, Cash Flow Forecasting, Return On Investment, Financial Statements, Financial Management, Corporate Finance, Risk Analysis

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of London

    C++ Programming: Classes and Data

    Skills you'll gain: C++ (Programming Language), Object Oriented Programming (OOP), C and C++, Object Oriented Design, File I/O, Programming Principles, Data Structures, Program Development, Data Modeling, FinTech

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    65 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Get started with Asana: Coursera
  • GenAI in Business: Strategies for Successful Execution: University of Michigan
  • Cómo Invertir en Cripto: Universidad Austral
  • El plan de marketing: IE Business School
  • Estructura de capital: Pontificia Universidad Católica de Chile
  • Negocios Internacionales II: University of New Mexico
  • Introduction to Generative AI in Human Resources: Coursera
  • Crear un Informe Financiero con Microsoft Excel: Coursera
  • Climate Aware Investing: EDHEC Business School
  • How to Build an Effective Service Company: IESE Business School

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