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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: Preview
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    É

    École Polytechnique Fédérale de Lausanne

    Economie du sol et de l'immobilier I

    Skills you'll gain: Real Estate, Property and Real Estate, Feasibility Studies, Commercial Real Estate, Financial Analysis, Capital Budgeting, Market Dynamics, Real Estate Transactions, Finance, Return On Investment, Financial Modeling, Investments, Economics, Business Valuation, Price Negotiation, Market Analysis, Property Management, Competitive Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    262 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    Work-Life Balance Mastery for Career and Life Success

    Skills you'll gain: Lifelong Learning, Entrepreneurship, Willingness To Learn, Delegation Skills, Adaptability, Goal Setting, AI Enablement

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Introduction to Risk Management

    Skills you'll gain: Enterprise Risk Management (ERM), Financial Services, Risk Management, Credit Risk, Operational Risk, Banking, Financial Regulation, Risk Analysis, Business Risk Management, Governance Risk Management and Compliance, Risk Mitigation

    4.8
    Rating, 4.8 out of 5 stars
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    64 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
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    Workday

    Workday Payroll for Business Users

    Skills you'll gain: Workday (Software), Payroll Processing, Payroll, Payroll Systems, Payroll Reporting, Benefits Administration, Human Resources Software, Business Reporting, Management Reporting, Ad Hoc Reporting, Workforce Management, Business Process, Compensation and Benefits, Organizational Structure, Staff Management, Data Maintenance

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Technion - Israel Institute of Technology

    Startup Entrepreneurship

    Skills you'll gain: Ideation, Innovation, Business Planning, Brainstorming, Creative Problem-Solving, Creative Thinking, Value Propositions, Creativity, Entrepreneurship, Team Building, Operations Management, Resourcefulness, Thought Leadership, Problem Solving, Visionary, Strategic Thinking, Initiative and Leadership, Market Research, New Product Development, Business Strategy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    Python for Finance: Beta and Capital Asset Pricing Model

    Skills you'll gain: Portfolio Management, Plotly, Data Visualization, Portfolio Risk, Investment Management, Exploratory Data Analysis, Financial Modeling, Financial Analysis, Statistical Analysis, Financial Data, Risk Modeling, Market Data, Finance, Equities, Data Analysis, Pandas (Python Package), Python Programming, Data Manipulation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    47 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Managing Debt

    Skills you'll gain: Mortgage Loans, Loans, Consumer Lending, Credit Risk, Financial Planning, Budget Management, Cost Benefit Analysis, Goal Setting, Consolidation, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    27 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Supply Chain Finance and Blockchain Technology

    Skills you'll gain: Working Capital, Supplier Management, Supply Chain Management, Blockchain, FinTech, Supply Chain Systems, Supply Chain, Cash Flows, Cash Management, Customer Analysis, Financial Market, Market Opportunities, Market Trend, Transaction Processing, Market Dynamics, Market Analysis, Stakeholder Analysis, Risk Modeling, Commercial Banking, Emerging Technologies

    4.6
    Rating, 4.6 out of 5 stars
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    377 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    Institute for the Future

    Futures Thinking

    Skills you'll gain: Forecasting, Visionary, Innovation, Proactivity, Strategic Thinking, Strategic Planning, Cognitive flexibility, Creative Thinking, Action Oriented, Simulations, Optimism, Planning, Community Organizing, Creativity, Social Impact, Systems Thinking, Virtual Reality, Responsible AI, Trend Analysis, Brainstorming

    4.8
    Rating, 4.8 out of 5 stars
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    1.9K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    T

    Technical University of Denmark (DTU)

    Global Environmental Management

    Skills you'll gain: Water Resource Management, Energy and Utilities, Environmental Engineering, Stormwater Management, Environment and Resource Management, Sustainable Technologies, Civil Engineering, Environmental Management Systems, Water Quality, Land Management, Sustainable Development, Cultural Sensitivity, Climate Change Adaptation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.2K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    R

    Real Madrid Graduate School Universidad Europea

    Building Champions: Applied Sport Training for Football

    Skills you'll gain: Performance Analysis, Sports Medicine, Athletic Training, Patient Evaluation, Exercise Science, Injury Prevention, Performance Reporting, Rehabilitation, Coaching, Health Technology, Load Balancing, Clinical Assessment, Decision Support Systems, Data Integration, Global Positioning Systems

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Introduction to Healthcare Management

    Skills you'll gain: Health Care Administration, Community Health, Public Health, Human Resources Management and Planning, Health Systems, Electronic Medical Record, Financial Management, Marketing Communications, Quality Improvement, Health Care, Health Policy, Organizational Leadership, Continuous Improvement Process, Teamwork, Fundraising, Performance Measurement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    93 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Economie du sol et de l'immobilier I: École Polytechnique Fédérale de Lausanne
  • Work-Life Balance Mastery for Career and Life Success: Packt
  • Introduction to Risk Management: Corporate Finance Institute
  • Workday Payroll for Business Users: Workday
  • Startup Entrepreneurship: Technion - Israel Institute of Technology
  • Python for Finance: Beta and Capital Asset Pricing Model: Coursera
  • Managing Debt: SoFi
  • Supply Chain Finance and Blockchain Technology: New York Institute of Finance
  • Futures Thinking: Institute for the Future
  • Global Environmental Management: Technical University of Denmark (DTU)

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