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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


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    A

    Atlassian

    Agile with Atlassian Jira

    Skills you'll gain: Jira (Software), Agile Methodology, Scrum (Software Development), Kanban Principles, Agile Project Management, Lean Methodologies, Backlogs, Sprint Planning, Sprint Retrospectives, User Story, Workflow Management, Project Management, Product Requirements, Query Languages, Software Versioning, Continuous Improvement Process

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.7K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SAP

    SAP Professional Fundamentals

    Skills you'll gain: Consulting, Relationship Management, Business Consulting, Product Strategy, Technical Consulting, Relationship Building, Project Management, Rapport Building, Consultative Approaches, Project Implementation, Agile Methodology, Company, Product, and Service Knowledge, Waterfall Methodology, Solution Delivery, Systems Thinking, Business Transformation, Digital Transformation, Design Thinking, Customer Analysis, Business Research

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
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    Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Tax, Real Estate, and Alternative Investment Strategies

    Skills you'll gain: Real Estate, Investments, Financial Industry Regulatory Authorities, Compliance Reporting, Commercial Real Estate, Property and Real Estate, Risk Management, Asset Management, Financial Regulations, Securities (Finance), Investment Management, Private Equity, Financial Services, Financial Regulation, Regulatory Requirements, Tax Laws, Tax Planning, Due Diligence, Tax, Financial Market

    3.7
    Rating, 3.7 out of 5 stars
    ·
    6 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: New
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    A

    Alex Genadinik

    SMART Goals And Beyond: Goal Setting Using Latest Research

    Skills you'll gain: Goal Setting, Smart Goals, Professional Development, Personal Development, Planning, Self-Motivation, Decision Making, Time Management, Productivity, Prioritization, Empowerment, Psychology, Enthusiasm, Coaching, Scientific Methods, Adaptability

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Term-Structure and Credit Derivatives

    Skills you'll gain: Derivatives, Mortgage Loans, Securities (Finance), Credit Risk, Financial Modeling, Risk Modeling, Financial Market, Mathematical Modeling, Securities Trading, Applied Mathematics, Investment Banking, Microsoft Excel, Risk Analysis, Cash Flows, Analysis

    4.5
    Rating, 4.5 out of 5 stars
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    63 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Cryptocurrency and Blockchain: An Introduction to Digital Currencies

    Skills you'll gain: Blockchain, Cryptography, Digital Assets, Investments, Portfolio Management, FinTech, Portfolio Risk, Asset Management, Financial Analysis, Financial Market, Emerging Technologies, Finance, Payment Systems, Encryption, Risk Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    1.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Entrepreneurship I: Laying the Foundation

    Skills you'll gain: Entrepreneurship, Value Propositions, Fundraising and Crowdsourcing, Business Development, Business Modeling, Market Opportunities, Team Building, Market Analysis, Strategic Planning, Resource Management, Customer Analysis, Leadership

    4.8
    Rating, 4.8 out of 5 stars
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    1.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    P

    Packt

    Dynamics 365 Business Central Development Quick Start

    Skills you'll gain: Enterprise Resource Planning, Microsoft Power Platform, Microsoft Azure, Development Environment, Application Deployment, Microsoft 365, Docker (Software), Virtual Environment, Software As A Service, Integrated Development Environments, Cloud Deployment, Serverless Computing, Git (Version Control System), Business Development

    Beginner · Course · 1 - 3 Months

  • Status: New
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    Packt

    Focus Strategies for Enhanced Concentration

    Skills you'll gain: Goal-Oriented, Growth Mindedness, Stress Management

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Finance of Mergers and Acquisitions: Valuation and Pricing

    Skills you'll gain: Mergers & Acquisitions, Business Valuation, Private Equity, Financial Analysis, Financial Modeling, Corporate Finance, Corporate Strategy, Market Data, Cash Flows, Risk Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    302 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Business Strategy

    Skills you'll gain: Growth Strategies, Business Strategy, Strategic Thinking, Plan Execution, Mergers & Acquisitions, Competitive Analysis, Organizational Strategy, Business Ethics, Peer Review, Data-Driven Decision-Making, Corporate Strategy, Strategic Leadership, Business Planning, Strategic Decision-Making, Governance, Stakeholder Management, New Business Development, Business Research, Analysis, Project Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    4.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
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    N

    Niel Asher Education

    Principles of Resistance Training and Practical Application

    Skills you'll gain: Exercise Therapy, Athletic Training, Manual Therapy, Physical Therapy, Health And Wellness Coaching, Physiology, Human Musculoskeletal System, Occupational Therapy, Pain Management, Coordination, Neurology, Science and Research, Planning

    Intermediate · Course · 1 - 3 Months

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

  • Agile with Atlassian Jira: Atlassian
  • SAP Professional Fundamentals: SAP
  • Tax, Real Estate, and Alternative Investment Strategies: University of Illinois Urbana-Champaign
  • SMART Goals And Beyond: Goal Setting Using Latest Research: Alex Genadinik
  • Term-Structure and Credit Derivatives : Columbia University
  • Cryptocurrency and Blockchain: An Introduction to Digital Currencies: University of Pennsylvania
  • Entrepreneurship I: Laying the Foundation: University of Illinois Urbana-Champaign
  • Dynamics 365 Business Central Development Quick Start: Packt
  • Focus Strategies for Enhanced Concentration: Packt
  • Finance of Mergers and Acquisitions: Valuation and Pricing: University of Illinois Urbana-Champaign

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