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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
    U

    University of Illinois Urbana-Champaign

    Corporate Finance II: Financing Investments and Managing Risk

    Skills you'll gain: Credit Risk, Corporate Finance, Mergers & Acquisitions, Financial Management, Risk Management, Cash Management, Financial Market, Equities, Risk Mitigation, Financial Policy, Derivatives, Private Equity, Governance

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    899 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
    Free Trial
    S

    Sage Publications

    Core Project Management: Define, Map, and Value Success

    Skills you'll gain: Project Design, Stakeholder Management, Stakeholder Engagement, Project Management Life Cycle, Stakeholder Analysis, Project Scoping, Project Management, Stakeholder Communications, Project Planning, Project Risk Management, Leadership, Project Performance, Initiative and Leadership, Proposal Development, Decision Making, Program Evaluation, Business Priorities, Strategic Leadership, Strategic Planning, Business Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Investing Presentations-Deliver an IPO Roadshow Presentation

    Skills you'll gain: Sales Presentations, Presentations, Oral Expression, Executive Presence, Microsoft PowerPoint, Storytelling, Public Speaking, Verbal Communication Skills, Stakeholder Communications, Business Communication, Strategic Communication, Corporate Communications, Data Storytelling, Concision, Stakeholder Engagement, Data Visualization, Business Planning, Constructive Feedback

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    H

    Harvard Business School Online

    Creating Customer Value

    Skills you'll gain: Value Propositions, Customer experience strategy (CX), Business Strategy, Strategic Thinking, Customer Retention, Customer Analysis, Strategic Marketing, Corporate Strategy, Customer Insights, Cost Benefit Analysis, Revenue Management, Return On Investment, Consumer Behaviour, Branding, Customer experience improvement, Supplier Relationship Management, Financial Analysis, Business Analysis, Market Dynamics, Competitive Analysis

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Mastering Data Analysis in Excel

    Skills you'll gain: Predictive Modeling, Predictive Analytics, Microsoft Excel, Excel Formulas, Classification Algorithms, Data-Driven Decision-Making, Business Analytics, Excel Macros, Data Analysis, Model Evaluation, Business Risk Management

    4.2
    Rating, 4.2 out of 5 stars
    ·
    4K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Introducción a la Contabilidad Financiera

    Skills you'll gain: Financial Statement Analysis, Income Statement, Financial Statements, Accounting, Balance Sheet, Financial Accounting, Accrual Accounting, Financial Analysis, Financial Reporting, Accruals, Cash Flows, Business Analytics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
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    M

    Microsoft

    Launch Your Customer Engagement Career

    Skills you'll gain: Storytelling, Customer Engagement, Customer Success Management, Verbal Communication Skills, Professional Development, Professionalism, Data Presentation, Interviewing Skills, Customer Relationship Management, Customer Relationship Building, Customer experience strategy (CX), LinkedIn, Communication, Professional Networking, Portfolio Management, Interactive Data Visualization, Communication Planning

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    I

    Infosec

    US Healthcare, Finance, and Education Privacy Laws and Rules

    Skills you'll gain: Medical Privacy, Health Insurance Portability And Accountability Act (HIPAA) Compliance, Health Information Management, Personally Identifiable Information, Law, Regulation, and Compliance, Information Privacy, Health Care Procedure and Regulation, Compliance Management, Regulatory Compliance, Financial Regulation, Financial Regulations, Data Loss Prevention, Regulatory Requirements, Compliance Reporting, Child Welfare, Surveys, Parent Communication, Informed Consent, Security Controls, Data Sharing

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Intuit

    Tracking expenses, liabilities, and equity

    Skills you'll gain: Payroll, Financial Reporting, Bookkeeping, Payroll Administration, Payroll Processing, Payroll Reporting, Accounting, Balance Sheet, Equities, Financial Statements, Expense Management, Tax Management, Loans

    4.4
    Rating, 4.4 out of 5 stars
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    811 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    Interviewing Skills for Jobs Ace the Job Interview

    Skills you'll gain: Oral Expression, Interviewing Skills, Goal Setting, Rapport Building, Verbal Communication Skills, Composure, Public Speaking, Business Research, Company, Product, and Service Knowledge, Communication Strategies, Communication, Interpersonal Communications, Professionalism, Presentations, Planning

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    C

    Coursera

    Evaluate Paid Media Performance

    Skills you'll gain: Performance marketing, Paid media, Pay Per Click Advertising, Digital Advertising, Online Advertising, Digital Media Strategy, Data-Driven Marketing, Digital Analysis, Campaign Management, Marketing Analytics, Marketing Effectiveness, Marketing Budgets, Digital Marketing Campaigns, Digital Marketing, Media Planning, Social Media Campaigns, Performance Analysis, Performance Measurement, Cost Containment, Cross-Channel Marketing

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Renewable Energy

    Skills you'll gain: Feasibility Studies, Plant Operations and Management, Energy and Utilities, Project Finance, Electric Power Systems, Electrical Power, Electrical Systems, Engineering, Facility Operations, Sustainable Technologies, Basic Electrical Systems, Thermal Management, Financial Modeling, Project Implementation, Electrical Equipment, Financial Analysis, Market Dynamics, Cost Estimation, Project Management Life Cycle, Financial Forecasting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Corporate Finance II: Financing Investments and Managing Risk: University of Illinois Urbana-Champaign
  • Core Project Management: Define, Map, and Value Success: Sage Publications
  • Investing Presentations-Deliver an IPO Roadshow Presentation: Packt
  • Creating Customer Value: Harvard Business School Online
  • Mastering Data Analysis in Excel: Duke University
  • Introducción a la Contabilidad Financiera: IESE Business School
  • Launch Your Customer Engagement Career: Microsoft
  • US Healthcare, Finance, and Education Privacy Laws and Rules: Infosec
  • Tracking expenses, liabilities, and equity: Intuit
  • Interviewing Skills for Jobs Ace the Job Interview: Packt

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