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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
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    I

    IBM

    IBM Systems and Solutions Architect

    Skills you'll gain: Process Mapping, Business Process Modeling, Business Analysis, Cloud-Native Computing, Identity and Access Management, Data Migration, Software Architecture, Stakeholder Analysis, Systems Design, Extract, Transform, Load, Systems Architecture, Stakeholder Management, Data Integration, Cybersecurity, Stakeholder Engagement, Release Management, Enterprise Architecture, Project Management, Software Testing, Information Technology

    4.8
    Rating, 4.8 out of 5 stars
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    252 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Coursera

    Corporate Governance

    Skills you'll gain: Governance, Stakeholder Engagement, Law, Regulation, and Compliance, Regulatory Compliance, Compliance Management, Risk Management, Business Ethics, Stakeholder Management, Corporate Strategy, Corporate Communications, Enterprise Risk Management (ERM), Business Management, Environmental Social And Corporate Governance (ESG), Ethical Standards And Conduct, Organizational Structure, Crisis Management, Accountability, Financial Reporting

    4.7
    Rating, 4.7 out of 5 stars
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    278 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of Colorado System

    Become a Sustainable Business Change Agent

    Skills you'll gain: Sustainability Reporting, Sustainable Business, Corporate Sustainability, Organizational Change, Sustainable Development, Sustainable Design, Proposal Development, Stakeholder Analysis, Environmental Social And Corporate Governance (ESG), Supply Chain Management, Sustainability Standards, Leadership and Management, Environmental Issue, Change Management, Stakeholder Engagement, Key Performance Indicators (KPIs), Financial Analysis, Energy and Utilities, Systems Thinking, Stakeholder Management

    4.7
    Rating, 4.7 out of 5 stars
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    366 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    A

    AAPC

    AAPC Medical Biller

    Skills you'll gain: Medical Billing, Denial Management, ICD Coding (ICD-9/ICD-10), Patient Registration, Billing, Medical Billing and Coding, Medical Coding, CPT Coding, Accounts Receivable, Payment Processing and Collection, Medical Office Procedures, Utilization Management, Medical Records, Billing & Invoicing, Insurance, Medicare, Health Insurance Portability And Accountability Act (HIPAA) Compliance, Health Systems, Healthcare Industry Knowledge, Regulatory Compliance

    4.6
    Rating, 4.6 out of 5 stars
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    130 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
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    I

    Institut Mines-Télécom

    Digital Business - Understand the digital world

    Skills you'll gain: Digital Transformation, Business Transformation, Entrepreneurship, Emerging Technologies, Innovation, Knowledge Transfer, Business Strategies, Business Modeling, Strategic Decision-Making, Network Model, Product Planning

    4.6
    Rating, 4.6 out of 5 stars
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    147 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of California, Irvine

    Career Success Project

    Skills you'll gain: Business Writing, Negotiation, Project Management, Problem Solving, Communication, Leadership and Management, Business, Business Solutions, Business Planning, Time Management, Entrepreneurship, Business Research, Finance, Presentations, Analysis, Critical Thinking

    4.7
    Rating, 4.7 out of 5 stars
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    338 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
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    B

    Banco Interamericano de Desarrollo

    Diseño y Gestión de Proyectos de Desarrollo

    Skills you'll gain: Project Risk Management, Risk Management, Project Design, Work Breakdown Structure, Risk Analysis, Risk Mitigation, Case Studies, Cost Management, Earned Value Management, Project Scoping, Project Controls, Project Schedules, Project Management, Project Closure, Sustainable Development, Program Evaluation, Communication Planning, Procurement, Budget Management, Continuous Monitoring

    4.8
    Rating, 4.8 out of 5 stars
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    581 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    G

    Google

    Google Project Management

    Skills you'll gain: Backlogs, Quality Management, Project Closure, Project Planning, Scope Management, Team Management, Project Scoping, Agile Project Management, Budget Management, Project Risk Management, Milestones (Project Management), Team Leadership, Communication Planning, Agile Software Development, Sprint Retrospectives, Resource Management, Project Management Life Cycle, Smart Goals, Change Management, Project Management

    4.7
    Rating, 4.7 out of 5 stars
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    368 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Microsoft Program Management

    Skills you'll gain: Earned Value Management, Stakeholder Management, Program Management, Stakeholder Communications, Agile Project Management, Stakeholder Engagement, Project Management Office (PMO), Agile Methodology, Project Performance, Team Leadership, Project Schedules, Virtual Teams, Team Building, Conflict Management, Change Management, Project Management Life Cycle, Return On Investment, Strategic Leadership, Communication, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
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    152 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Introducción a las Finanzas Corporativas

    Skills you'll gain: Finance, Capital Budgeting, Financial Modeling, Financial Analysis, Return On Investment, Financial Management, Corporate Finance, Financial Forecasting, Business Mathematics, Cash Flows, Decision Making, Loans

    4.6
    Rating, 4.6 out of 5 stars
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    83 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Voxy

    English Language Skills A2-B1 CEFR: Low-Intermediate

    Skills you'll gain: Stress Management, Goal Setting, Nutrition and Diet, Professional Development, Personal Development, Organizational Skills, English Language, Planning, Technical Communication, Product Knowledge, Productivity, Language Learning, Social Skills, Interpersonal Communications, Media and Communications, Customer Service, Verbal Communication Skills, Language Competency, Retail Sales, Health And Wellness Coaching

    4.6
    Rating, 4.6 out of 5 stars
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    566 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    Advanced Business Analysis: Elicitation & Analysis

    Skills you'll gain: Requirements Elicitation, User Story, Business Requirements, Business Analysis, Requirements Analysis, Financial Analysis, Requirements Management, Business Process Modeling, Stakeholder Engagement, Interviewing Skills, Analysis, Stakeholder Communications, Collaboration, Project Scoping, Verification And Validation, Communication

    4.8
    Rating, 4.8 out of 5 stars
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    78 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • IBM Systems and Solutions Architect: IBM
  • Corporate Governance: Coursera
  • Become a Sustainable Business Change Agent: University of Colorado System
  • AAPC Medical Biller: AAPC
  • Digital Business - Understand the digital world: Institut Mines-Télécom
  • Career Success Project: University of California, Irvine
  • Diseño y Gestión de Proyectos de Desarrollo: Banco Interamericano de Desarrollo
  • Google Project Management: Google
  • Microsoft Program Management: Microsoft
  • Introducción a las Finanzas Corporativas: University of Pennsylvania

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