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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
    I

    IE Business School

    Fundamentos del marketing mix

    Skills you'll gain: Product Management, Product Lifecycle Management, Marketing Communications, Product Strategy, Marketing, Strategic Marketing, Marketing Planning, Promotional Strategies, Marketing Channel, Advertising, Integrated Marketing Communications, Media Planning, Price Negotiation, Sales Strategy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    316 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Introduction to Value Investing

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Income Statement, Balance Sheet, Return On Investment, Business Metrics, Business Valuation, Annual Reports, Competitive Analysis, Quality Assessment, Risk Analysis, Business Research, Investments, Key Performance Indicators (KPIs), Investment Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Stanford University

    Supporting Families and Caregivers

    Skills you'll gain: Hospice, Parent Communication, Family Support, Caregiving, Patient Education and Support, Pain Management, Pediatrics, Patient Advocacy, Nursing and Patient Care, Patient-centered Care, Medical Social Work, Working With Children, Family Therapy, Psychosocial Assessments, Child Health, Patient Communication, Child Development, Social Work, Clinical Assessment, Stress Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    44 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    AI in Supply Chain Forecasting and Risk Management

    Skills you'll gain: Supply Chain Management, Supply Chain Planning, Inventory Management System, Supply Chain Systems, Forecasting, Customer Demand Planning, AI Enablement, Supplier Management, Risk Mitigation, Transportation, Supply Chain, and Logistics, Automation, Risk Management, Operational Efficiency

    4.4
    Rating, 4.4 out of 5 stars
    ·
    12 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    E

    Erasmus University Rotterdam

    When Disaster Meets Conflict

    Skills you'll gain: Policy Development, Conflict Management, Ethical Standards And Conduct, Crisis Intervention, Policy Analysis, Emergency Response, Mitigation, International Relations, Case Studies, Risk Analysis, Community Development, Risk Management, Research, Climate Change Adaptation, Socioeconomics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    77 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Packt

    Architecture and Virtualization

    Skills you'll gain: Network Architecture, Virtual Networking, Virtualization, Network Planning And Design, Software-Defined Networking, Virtual Private Networks (VPN), Network Protocols, Cloud Infrastructure, Local Area Networks, Wireless Networks, Wide Area Networks, Virtual Machines

    4.9
    Rating, 4.9 out of 5 stars
    ·
    14 reviews

    Intermediate · Course · 1 - 4 Weeks

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

    Starweaver

    Credit Analysis in Action: Economic and Industry Essentials

    Skills you'll gain: Credit Risk, Loans, Environmental Social And Corporate Governance (ESG), Bank Regulations, Risk Management, Derivatives, Financial Analysis, Risk Analysis, Financial Statement Analysis, Investment Management, Financial Market, Portfolio Management, Financial Modeling, Compliance Management, Business Valuation, Economics, Business Modeling, Structural Analysis

    Intermediate · Course · 1 - 3 Months

  • Status: Free
    Free
    C

    Coursera

    Trello for Beginners: Create a Simple Project Plan

    Skills you'll gain: Project Management Software, Project Planning, Timelines, Project Management, Workflow Management, Organizational Skills, Collaborative Software, Team Management, Prioritization

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    L

    LearnKartS

    Project Approaches, Lifecycles, and Agile Implementation

    Skills you'll gain: Agile Project Management, Agile Methodology, Agile Software Development, Kanban Principles, Lean Methodologies, Project Management Life Cycle, Scaled Agile Framework, Project Implementation, Workflow Management, Sprint Planning, Project Planning, Project Management, Backlogs, Change Management, Sprint Retrospectives, Team Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    46 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Use Tableau for Your Data Science Workflow

    Skills you'll gain: Data Storytelling, Dashboard, Data Presentation, Data Visualization Software, Interactive Data Visualization, Statistical Visualization, Plot (Graphics), Tableau Software, Data Ethics, Exploratory Data Analysis, Scatter Plots, Descriptive Statistics, Heat Maps, Data Analysis, Descriptive Analytics, Geospatial Information and Technology, Histogram, Analytical Skills, Application Deployment, Network Analysis

    3.9
    Rating, 3.9 out of 5 stars
    ·
    30 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Leveraging Technology to Achieve Results

    Skills you'll gain: Enterprise Resource Planning, Procurement, Robotic Process Automation, Supply Chain Systems, Business Process Automation, Technology Solutions, Operational Efficiency, AI Enablement, Technology Strategies, Digital Transformation, Automation

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    S

    S.P. Jain Institute of Management and Research

    Strategic Brand Management

    Skills you'll gain: Brand Strategy, Brand Management, Branding, Brand Awareness, Brand Loyalty, Product Lifecycle Management, Strategic Marketing, Marketing Management, Integrated Marketing Communications, Social Media Strategy, Market Share, Value Propositions, Portfolio Management, Competitive Analysis, Business Metrics, Consumer Behaviour, Storytelling, Case Studies

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    17 reviews

    Beginner · Course · 1 - 3 Months

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

  • Fundamentos del marketing mix: IE Business School
  • Introduction to Value Investing: Interactive Brokers
  • Supporting Families and Caregivers: Stanford University
  • AI in Supply Chain Forecasting and Risk Management: Coursera
  • When Disaster Meets Conflict: Erasmus University Rotterdam
  • Architecture and Virtualization: Packt
  • Credit Analysis in Action: Economic and Industry Essentials: Starweaver
  • Trello for Beginners: Create a Simple Project Plan: Coursera
  • Project Approaches, Lifecycles, and Agile Implementation: LearnKartS
  • Use Tableau for Your Data Science Workflow: University of California, Irvine

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