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  • Financial Planning

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: Preview
    Preview
    N

    Northwestern University

    Scaling Operations: Linking Strategy and Execution

    Skills you'll gain: Data-Driven Decision-Making, Strategic Sourcing, Operational Analysis, Operations Management, Business Operations, Capacity Planning, Supply Chain, Competitive Analysis, Strategic Decision-Making, Business Strategy, Supplier Relationship Management, Case Studies, Return On Investment, Planning, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    262 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Stock Valuation with Dividend Discount Model

    Skills you'll gain: Equities, Business Valuation, Market Data, Financial Analysis, Financial Modeling, Financial Data

    4.5
    Rating, 4.5 out of 5 stars
    ·
    193 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Washington

    Speaking to inform: Discussing complex ideas with clear explanations and dynamic slides

    Skills you'll gain: Presentations, Public Speaking, Verbal Communication Skills, Infographics, Peer Review, Communication, Storytelling, Constructive Feedback, Communication Strategies, Concision, Diagram Design, Trustworthiness, Planning, Organizational Skills

    4.8
    Rating, 4.8 out of 5 stars
    ·
    452 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    California Institute of the Arts

    Making Money as a Freelancer

    Skills you'll gain: Budget Management, Financial Analysis, Financial Forecasting, Small Business Accounting, Accounting, Price Negotiation, Business Planning, Budgeting, Financial Planning, Financial Management, Forecasting, Expense Management, Revenue Management, Goal Setting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    184 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    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: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Auditing II: The Practice of Auditing

    Skills you'll gain: Auditing, Internal Controls, Financial Auditing, External Auditing, Generally Accepted Auditing Standards, Fraud detection, Internal Auditing, Audit Planning, Audit Working Papers, Financial Controls, Compliance Auditing, Auditors Report, Verification And Validation, Risk Analysis, Business Risk Management, Risk Management, Probability & Statistics, Financial Reporting, Business Process

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    293 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Caltech

    Pricing Options with Mathematical Models

    Skills you'll gain: Derivatives, Financial Market, Securities (Finance), Finance, Risk Modeling, Mathematical Modeling, Financial Modeling, Risk Management, Portfolio Management, Probability, Advanced Mathematics, Differential Equations, Applied Mathematics, Calculus

    4.7
    Rating, 4.7 out of 5 stars
    ·
    38 reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Coursera

    Introduction to Project Management

    Skills you'll gain: Timelines, Project Documentation, Team Management, Stakeholder Management, Project Management, Project Management Software, Project Schedules, Project Scoping, Work Breakdown Structure, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.2K reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Computer Communications

    Skills you'll gain: TCP/IP, Local Area Networks, Routing Protocols, Network Routing, Digital Communications, OSI Models, Network Protocols, Dynamic Host Configuration Protocol (DHCP), Network Planning And Design, Network Security, Network Architecture, Computer Networking, Network Infrastructure, Network Performance Management, Wireless Networks, Graph Theory, Telecommunications, Software-Defined Networking, Algorithms, System Programming

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.4K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Professional Scrum Master

    Skills you'll gain: Project Management Institute (PMI) Methodology, Project Management, Scaled Agile Framework, Employee Coaching, Kanban Principles, Change Management, Project Documentation, Portfolio Management, Product Improvement, Project Planning, Conflict Management, Job Analysis, Quality Assessment, Risk Management, Performance Analysis, Analysis, Estimation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    510 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Gestión de Proyectos

    Skills you'll gain: Agile Project Management, Project Management Life Cycle, Negotiation, Team Management, Project Risk Management, Agile Methodology, Resource Allocation, Emotional Intelligence, Project Planning, Team Building, Leadership, Resource Management, Risk Analysis, Project Management Institute (PMI) Methodology, Project Management, Leadership and Management, Project Schedules, Project Scoping, Coordination, Sprint Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    Universidad de los Andes

    Diseño de proyectos para promover el bienestar

    Skills you'll gain: Planning, Social Impact, Goal Setting, Program Evaluation, Social Determinants Of Health, Adaptability, Constructive Feedback, Collaboration, Critical Thinking and Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    419 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Scaling Operations: Linking Strategy and Execution: Northwestern University
  • Stock Valuation with Dividend Discount Model: Coursera
  • Speaking to inform: Discussing complex ideas with clear explanations and dynamic slides: University of Washington
  • Making Money as a Freelancer: California Institute of the Arts
  • Tax, Real Estate, and Alternative Investment Strategies: University of Illinois Urbana-Champaign
  • Auditing II: The Practice of Auditing: University of Illinois Urbana-Champaign
  • Pricing Options with Mathematical Models: Caltech
  • Introduction to Project Management: Coursera
  • Computer Communications: University of Colorado System
  • Professional Scrum Master: SkillUp

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