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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    Advancing Women in Tech

    AI Fundamentals with Claude

    Skills you'll gain: Prompt Patterns, AI Enablement

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Case Western Reserve University

    Designing Your Personal Weight Loss Plan

    Skills you'll gain: Nutrition and Diet, Meal Planning And Preparation, Nutrition Education, Goal Setting, Self-Discipline, Health And Wellness Coaching, Stress Management, Overcoming Obstacles, Smart Goals, Behavior Management, Exercise Science, Self-Awareness, Mindfulness

    4
    Rating, 4 out of 5 stars
    ·
    578 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Fundamentals of Accounting Capstone

    Skills you'll gain: Asset Management, Budgeting, Small Business Accounting, Expense Management, Accounting, Financial Analysis, Cost Accounting, Financial Accounting, Financial Reporting, Financial Statements, Financial Forecasting, Business Planning, Business Operations, Communication Strategies

    4.7
    Rating, 4.7 out of 5 stars
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    124 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Product Management: Foundations & Stakeholder Collaboration

    Skills you'll gain: Innovation, Product Management, New Product Development, Stakeholder Engagement, Competitive Analysis, Product Planning, Product Strategy, Business Development, Product Lifecycle Management, Market Analysis, Communication, Stakeholder Management, Strategic Communication, Team Building, Leadership

    4.6
    Rating, 4.6 out of 5 stars
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    349 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    FinTech Security and Regulation (RegTech)

    Skills you'll gain: Financial Regulation, Financial Regulations, Bank Regulations, FinTech, Financial Services, Financial Industry Regulatory Authorities, Mobile Banking, Regulatory Requirements, Fraud detection, Data Security, Cybersecurity, Insurance, Blockchain, Digital Forensics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    312 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Create a Project Management Tracker using Microsoft Excel

    Skills you'll gain: Microsoft Excel, Project Management Software, Collaborative Software, Spreadsheet Software, Project Management, Productivity Software, Project Planning, Data Validation

    4.6
    Rating, 4.6 out of 5 stars
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    891 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    N

    Northwestern University

    Social Marketing Capstone Project

    Skills you'll gain: Marketing Budgets, Peer Review, Key Performance Indicators (KPIs), Social Media Marketing, Strategic Marketing, Marketing Strategies, Marketing Effectiveness, Social Media, Social Media Strategy, Marketing Planning, Performance Measurement, Business Planning, Market Analysis, Customer Engagement, Planning

    4.9
    Rating, 4.9 out of 5 stars
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    370 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Programación y presupuesto del proyecto

    Skills you'll gain: Cost Management, Project Controls, Project Schedules, Project Performance, Earned Value Management, Cost Estimation, Project Estimation, Budget Management, Timelines, Scheduling, Project Planning, Cost Control, Microsoft Project, Budgeting, Performance Measurement, Resource Allocation, Key Performance Indicators (KPIs), Performance Analysis, Estimation, Resource Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.6K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Toma de decisiones financieras

    Skills you'll gain: Fixed Asset, Business Valuation, Financial Management, Corporate Finance, Financial Modeling, Capital Budgeting, Business Mathematics, Financial Analysis, Capital Expenditure, Financial Statements, Investment Management, Asset Management, Return On Investment, Cash Flows, Balance Sheet, Decision Making

    4.6
    Rating, 4.6 out of 5 stars
    ·
    233 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Interactivity with JavaScript

    Skills you'll gain: Javascript, Interactive Design, HTML and CSS, Web Design and Development, Web Content Accessibility Guidelines, Event-Driven Programming, User Interface (UI), Web Development, Data Structures, Debugging, Data Validation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Advancing Women in Tech

    Real-World Product Management

    Skills you'll gain: Product Roadmaps, Product Management, Customer Retention, Cross-Functional Team Leadership, Technical Product Management, Professional Networking, Financial Analysis, Product Strategy, Product Requirements, Engineering Management, Product Development, Product Lifecycle Management, New Product Development, Innovation, Team Leadership, Artificial Intelligence and Machine Learning (AI/ML), User Experience Design, Design, Performance Management, Interviewing Skills

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    930 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    N

    National Taiwan University

    大數據分析:商業應用與策略管理 (Big Data Analytics: Business Applications and Strategic Decisions)

    Skills you'll gain: Marketing Analytics, Social Media, Business Analytics, Market Analysis, Customer Insights, Financial Data, Banking, Business Intelligence, Big Data, Analytics, Data-Driven Decision-Making, Financial Services

    4.8
    Rating, 4.8 out of 5 stars
    ·
    413 reviews

    Beginner · Course · 1 - 3 Months

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

  • AI Fundamentals with Claude: Advancing Women in Tech
  • Designing Your Personal Weight Loss Plan: Case Western Reserve University
  • Fundamentals of Accounting Capstone: University of Illinois Urbana-Champaign
  • Product Management: Foundations & Stakeholder Collaboration: SkillUp
  • FinTech Security and Regulation (RegTech): The Hong Kong University of Science and Technology
  • Create a Project Management Tracker using Microsoft Excel: Coursera
  • Social Marketing Capstone Project: Northwestern University
  • Programación y presupuesto del proyecto: Tecnológico de Monterrey
  • Toma de decisiones financieras: Universidad Nacional Autónoma de México
  • Interactivity with JavaScript: University of Michigan

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