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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


  • D

    Duke University

    Telehealth: Musculoskeletal Assessment

    Skills you'll gain: Telehealth, Health Assessment, Clinical Assessment, Orthopedics, Health Technology, Patient Education And Counseling, Patient Referral, Human Musculoskeletal System

    4.9 stars, 12 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.9 (12) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • U

    University of Colorado Boulder

    Policy, Technology, and Carbon Free Cities

    Skills you'll gain: Community Development, Climate Change Adaptation, Climate Change Programs, Sustainable Development, Environmental Policy, Policy Analysis, Sustainable Technologies, Climate Change Mitigation, Policy Development, Public Policies, Policy Analysis, Research, and Development, Public Affairs, Economics, Policy, and Social Studies, Energy and Utilities, Community Outreach, Emerging Technologies, Advocacy, Scalability, Technology Solutions, Case Studies

    5 stars, 6 reviews, Beginner, Course, 1 - 3 Months

    ★ 5 (6) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • R

    Rutgers the State University of New Jersey

    공급망 관리 전략 세우기

    Skills you'll gain: Strategic Sourcing, Supply Chain, Supply Chain Management, Supply Chain Planning, Demand Planning, Sales Presentations, Procurement, Supplier Relationship Management, Operational Efficiency, Customer Demand Planning, Transportation, Supply Chain, and Logistics, Operations Management, Supplier Management, Purchasing, Logistics Management, Logistics, Production Planning, Presentations, Inventory and Warehousing, Process Analysis

    Mixed · Course · 1 - 3 Months

    Category: Preview
    Preview
  • P

    Packt

    Power BI Masterclass 8 -Python, Finance, and Advanced DAX

    Skills you'll gain: Financial Data, Financial Analysis, Analytics, Data Preprocessing

    Intermediate · Course · 1 - 4 Weeks

  • S

    SkillUp

    S.A.F.E. Mortgage Licensing Act – Regulation G (Federal)

    Skills you'll gain: Registration, Loan Origination, Mortgage Loans, Compliance Training, Regulatory Compliance, Bank Regulations, Financial Regulations, Compliance Management, Compliance Reporting, Consumer Lending, Law, Regulation, and Compliance, Regulatory Requirements, Governance Risk Management and Compliance, Compliance Auditing, Procedure Development, Continuous Monitoring

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • A

    Arizona State University

    Professional Skills: Grit and Growth Mindset

    Skills you'll gain: Tenacity, Goal Setting, Overcoming Obstacles, Growth Mindedness, Resilience, Persistence, Smart Goals, Self-Motivation, Personal Development, Constructive Feedback, Willingness To Learn, Open Mindset, Cognitive flexibility, Self-Awareness, Emotional Intelligence, Professional Development, Professionalism, Strategic Planning

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • B

    Board Infinity

    Prepare for CFA Level 1: Quantitative Methods and Returns

    Skills you'll gain: Portfolio Management, Portfolio Risk, Regression Analysis, Quantitative Research, Finance, Statistical Hypothesis Testing, Statistical Modeling, Probability & Statistics, Probability, Statistical Methods, Risk Modeling, Financial Modeling, Statistical Analysis, Statistical Machine Learning, Financial Trading, Correlation Analysis, Investment Management, Simulations, Probability Distribution, Analytics

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    Inventory Control and EOQ Using Excel

    Skills you'll gain: Inventory Control, Inventory Management, Materials Management, Inventory Management System, Inventory Control Systems, Supply Chain, Procurement, Order Management, Microsoft Excel, Operational Efficiency, Pareto Chart, Prioritization, Excel Formulas, Management Information Systems

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • P

    Packt

    React JS Masterclass - Go From Zero To Job Ready

    Skills you'll gain: Jest (JavaScript Testing Framework), React.js, React Redux, Cloud Deployment, Application Deployment, Software Testing, Web Development, JavaScript Frameworks, Code Reusability, Software Architecture, Context Management, Front-End Web Development, Real Time Data, Frontend Integration, Application Programming Interface (API), Event-Driven Programming, Cascading Style Sheets (CSS), UI Components, Frontend Performance, Development Environment

    Beginner · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • E

    EDUCBA

    CSR Strategy: Analyze, Implement & Create Value

    Skills you'll gain: Corporate Sustainability, Corporate Strategy, Business Ethics, Organizational Strategy, Sustainable Business, Business Strategy, Philanthropy, Governance Risk Management and Compliance, Governance, Compliance Management, Strategic Sourcing, Regulatory Compliance, Stakeholder Management, Stakeholder Engagement, Diversity Equity and Inclusion Initiatives, Law, Regulation, and Compliance, Ethical Standards And Conduct, Business Risk Management, Diversity and Inclusion

    4.9 stars, 14 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 4.9 (14) · Mixed · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • S

    Skillshare

    The Creative Reset: Clarity, Productivity & Structure

    Skills you'll gain: Brainstorming, Prioritization, Productivity, Goal Setting, Goal-Oriented, Mindfulness, Stress Management, Creativity, Mental Concentration, Growth Mindedness, Time Management, Organizational Skills, Creative Thinking, Follow Through, Planning, Personal Development, Open Mindset, Habit Formation, Overcoming Obstacles, Self-Discipline

    Beginner · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • E

    Edureka

    Cursor AI for Beginners

    Skills you'll gain: Prompt Engineering, Vibe coding, Prompt Engineering Tools, Prompt Patterns, Integrated Development Environments, Software Development Tools, Context Engineering, Application Development, Full-Stack Web Development, Embeddings, Continuous Integration, Code Review, Software Development, Web Development, Web Applications, Software Documentation, Software Engineering, Software Testing, Software Design, Building Codes

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
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In summary, here are 10 of our most popular financial planning courses

  • Telehealth: Musculoskeletal Assessment: Duke University
  • Policy, Technology, and Carbon Free Cities: University of Colorado Boulder
  • 공급망 관리 전략 세우기: Rutgers the State University of New Jersey
  • Power BI Masterclass 8 -Python, Finance, and Advanced DAX: Packt
  • S.A.F.E. Mortgage Licensing Act – Regulation G (Federal): SkillUp
  • Professional Skills: Grit and Growth Mindset: Arizona State University
  • Prepare for CFA Level 1: Quantitative Methods and Returns: Board Infinity
  • Inventory Control and EOQ Using Excel: EDUCBA
  • React JS Masterclass - Go From Zero To Job Ready: Packt
  • CSR Strategy: Analyze, Implement & Create Value: EDUCBA

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