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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: Free Trial
    Free Trial
    U

    Universidad de Palermo

    Administración de Recursos Humanos

    Skills you'll gain: Human Capital, Human Resource Strategy, Human Resources Management and Planning, Talent Management, Leadership Development, Workforce Development, Organizational Strategy, Employee Retention, Recruitment Strategies, Culture Transformation, Performance Management

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

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Quantitative Research

    Skills you'll gain: Surveys, Statistical Hypothesis Testing, Quantitative Research, Statistical Analysis, Marketing Analytics, Market Research, Data Analysis, Marketing, Target Market, Market Analysis, Regression Analysis, Sample Size Determination, Quality Control

    4.4
    Rating, 4.4 out of 5 stars
    ·
    344 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    INSEAD

    Blockchain, Cryptoassets, and Decentralized Finance

    Skills you'll gain: Blockchain, Digital Assets, FinTech, Business Modeling, Payment Systems, Emerging Technologies, Business Transformation, Distributed Computing, Transaction Processing, Identity and Access Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    382 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Designing Learning Innovation

    Skills you'll gain: Pedagogy, Digital pedagogy, Instructional Design, Educational Materials, Innovation, Learning Theory, Learning Strategies, Creativity, Planning, Problem Solving

    4.9
    Rating, 4.9 out of 5 stars
    ·
    865 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Presentations: Speaking so that People Listen

    Skills you'll gain: Verbal Communication Skills, Presentations, Public Speaking, Non-Verbal Communication, Peer Review, Constructive Feedback, Persuasive Communication, Driving engagement, Student Engagement, Stress Management, Organizational Skills, Planning

    4.5
    Rating, 4.5 out of 5 stars
    ·
    382 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    I

    Interactive Brokers

    U.S. Bond Investing Basics

    Skills you'll gain: Risk Analysis, Securities Trading, Investments, Analysis, Financial Market, Tax, Financial Regulations, Capital Markets, Financial Analysis, Financial Industry Regulatory Authorities, Credit Risk, Income Tax, Market Dynamics, Due Diligence

    4.7
    Rating, 4.7 out of 5 stars
    ·
    71 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    HRCI

    Compensation and Benefits

    Skills you'll gain: Compensation and Benefits, Compensation Management, Job Evaluation, Compensation Strategy, Compensation Analysis, Payroll, Payroll Processing, Benefits Administration, Human Resources, Human Resources Information System (HRIS), Record Keeping

    4.7
    Rating, 4.7 out of 5 stars
    ·
    444 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Operations Management: Organization and Analysis

    Skills you'll gain: Operations Management, Organizational Strategy, Manufacturing Operations, Operational Analysis, Business Operations, Supply Chain, Inventory Management System, Process Analysis, Decision Making, Strategic Decision-Making, Business Strategies, Cost Benefit Analysis, Demand Planning, Capacity Management, Service Level

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.3K reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Creating a Budget with Microsoft Excel

    Skills you'll gain: Budgeting, Microsoft Excel, Budget Management, Operating Budget, Excel Formulas, Spreadsheet Software, Financial Data, Microsoft Office

    4.5
    Rating, 4.5 out of 5 stars
    ·
    627 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    I

    IBM

    Introduction to Networking and Storage

    Skills you'll gain: Data Storage, OSI Models, General Networking, Wireless Networks, Data Storage Technologies, Local Area Networks, Networking Hardware, Computer Networking, Network Architecture, Network Infrastructure, TCP/IP, Network Protocols, Microsoft Windows, Network Troubleshooting, Network Security, System Configuration, Wide Area Networks, Hardware Architecture, Command-Line Interface

    4.7
    Rating, 4.7 out of 5 stars
    ·
    567 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    A

    Alfaisal University | KLD

    مقدمة عن المشتقات وإدارة المخاطر

    Skills you'll gain: Derivatives, Risk Management, Risk Mitigation, Business Risk Management, Risk Analysis, Financial Services, Financial Market, Investments

    4.9
    Rating, 4.9 out of 5 stars
    ·
    18 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Project Execution and Control

    Skills you'll gain: Project Closure, Project Implementation, Waterfall Methodology, Earned Value Management, Sprint Retrospectives, Project Controls, Agile Project Management, Project Management, Scope Management, Agile Methodology, Sprint Planning, Team Leadership, Project Schedules, Project Planning, Cost Management, Timelines, Scheduling, Stakeholder Communications, Resource Management

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    60 reviews

    Beginner · Course · 1 - 3 Months

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

  • Administración de Recursos Humanos: Universidad de Palermo
  • Quantitative Research: University of California, Davis
  • Blockchain, Cryptoassets, and Decentralized Finance: INSEAD
  • Designing Learning Innovation: Politecnico di Milano
  • Presentations: Speaking so that People Listen: University of California, Irvine
  • U.S. Bond Investing Basics: Interactive Brokers
  • Compensation and Benefits: HRCI
  • Operations Management: Organization and Analysis: University of Illinois Urbana-Champaign
  • Creating a Budget with Microsoft Excel: Coursera
  • Introduction to Networking and Storage: IBM

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