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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
    U

    University of Virginia

    Aspectos básicos de la planificación y la gestión de proyectos

    Skills you'll gain: Stakeholder Analysis, Project Management Life Cycle, Planning, Project Risk Management, Risk Management, Project Planning, Project Management, Earned Value Management, Project Scoping, Scheduling, Agile Methodology, Dependency Analysis, Kanban Principles

    4.8
    Rating, 4.8 out of 5 stars
    ·
    759 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    U

    University of Illinois Urbana-Champaign

    Corporate & Commercial Law II: Business Forms, Financing & Governmental Regulation

    Skills you'll gain: Bankruptcies, Securities (Finance), Commercial Laws, Loans, Banking, Financial Regulations, Regulation and Legal Compliance, Business, Financial Regulation, Organizational Structure, Governance, Mergers & Acquisitions

    Build toward a degree

    4.9
    Rating, 4.9 out of 5 stars
    ·
    391 reviews

    Intermediate · Course · 1 - 3 Months

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    T

    The University of North Carolina at Chapel Hill

    Research Data Management and Sharing

    Skills you'll gain: Data Sharing, Data Management, Data Storage, File Management, Data Security, Information Management, Data Strategy, Metadata Management, Records Management, Data Governance, Data Integrity, Data Literacy, Information Privacy, Version Control

    4.7
    Rating, 4.7 out of 5 stars
    ·
    741 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    How to create a Jira SCRUM project

    Skills you'll gain: Jira (Software), Sprint Planning, Backlogs, Scrum (Software Development), User Story, Agile Methodology, Agile Project Management, Workflow Management, Run Chart, Project Planning, Project Management, Prioritization, Dependency Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    490 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • 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

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Create Compelling Business Cases

    Skills you'll gain: Risk Management, Proposal Writing, Business Ethics, Business Research, Business Writing, Return On Investment, Financial Analysis, Financial Acumen, Business Analysis, Decision Making

    3.3
    Rating, 3.3 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Michigan

    Model Thinking

    Skills you'll gain: Mathematical Modeling, Systems Thinking, Strategic Decision-Making, Innovation, Social Sciences, Strategic Thinking, Decision Making, Complex Problem Solving, Critical Thinking, Network Analysis, Economics, Probability, Market Dynamics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.3K reviews

    Intermediate · Course · 1 - 3 Months

  • 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
    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: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Patient Safety

    Skills you'll gain: Patient Safety, Design Thinking, Change Management, Institutional Review Board (IRB), Leadership, Conflict Management, Performance Measurement, Systems Thinking, Healthcare Project Management, Solution Design, Health Systems, Data Analysis, Corrective and Preventive Action (CAPA), Value-Based Care, Continuous Quality Improvement (CQI), Quality Improvement, Risk Management, Initiative and Leadership, Data Analysis Software, Patient-centered Care

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.9K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Introduction to Healthcare Finance

    Skills you'll gain: Mergers & Acquisitions, Strategic Decision-Making, Financial Analysis, Return On Investment, Business Valuation, Cost Benefit Analysis, Financial Modeling, Finance, Pharmaceuticals, Investment Banking, Negotiation, Healthcare Industry Knowledge, Corporate Finance, Health Care, Cash Flows

    4.4
    Rating, 4.4 out of 5 stars
    ·
    16 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    ISO 45001 Occupational Health & Safety Management System

    Skills you'll gain: Occupational Safety and Health Administration (OSHA), Occupational Safety And Health, Internal Auditing, Safety Training, Emergency Response, Safety Culture, Occupational Health, Safety Audits, Safety Standards, Risk Control, Risk Management, Hazard Communication (HazCom), Regulatory Compliance, Continuous Quality Improvement (CQI), Organizational Development, Record Keeping

    Beginner · Course · 3 - 6 Months

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

  • Aspectos básicos de la planificación y la gestión de proyectos: University of Virginia
  • Corporate & Commercial Law II: Business Forms, Financing & Governmental Regulation: University of Illinois Urbana-Champaign
  • Research Data Management and Sharing: The University of North Carolina at Chapel Hill
  • How to create a Jira SCRUM project: Coursera
  • FinTech Security and Regulation (RegTech): The Hong Kong University of Science and Technology
  • Create Compelling Business Cases: Coursera
  • Model Thinking: University of Michigan
  • Toma de decisiones financieras: Universidad Nacional Autónoma de México
  • Real-World Product Management: Advancing Women in Tech
  • Patient Safety: Johns Hopkins University

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