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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Finance of Mergers and Acquisitions: Designing an M&A Deal

    Skills you'll gain: Mergers & Acquisitions, Private Equity, Business Valuation, Investment Banking, Price Negotiation, Capital Markets, Accounting, Corporate Tax, Corporate Strategy, Financial Modeling, Financial Management, Corporate Finance, Strategic Planning, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    64 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    I

    IBM

    IBM Product Manager

    Skills you'll gain: AI Product Strategy, Usability Testing, New Product Development, Product Management, Product Lifecycle Management, Agile Software Development, Product Development, Innovation, Product Roadmaps, Agile Methodology, Responsible AI, Generative AI, Kanban Principles, Product Planning, Product Strategy, Product Testing, ChatGPT, Test Planning, Registration, Leadership

    4.8
    Rating, 4.8 out of 5 stars
    ·
    4.3K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    N

    Northeastern University

    Engineering Project Management Part 1

    Skills you'll gain: Engineering Management, Project Risk Management, Innovation, Risk Management, Project Management, Project Design, Project Management Life Cycle, Cost Management, Creativity, Planning, Organizational Structure, Project Planning, Creative Thinking, Budgeting, Work Breakdown Structure, Leadership and Management, Organizational Strategy, Agile Methodology, Resource Allocation

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Project Execution: Running the Project

    Skills you'll gain: Quality Management, Project Management Life Cycle, Project Closure, Project Management, Continuous Improvement Process, Project Controls, Quality Assessment, Team Management, Project Risk Management, Data-Driven Decision-Making, Project Documentation, Stakeholder Communications, Data Storytelling, Risk Management, Meeting Facilitation, Communication Strategies, Strategic Thinking

    4.8
    Rating, 4.8 out of 5 stars
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    10K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Corporate Finance I: Measuring and Promoting Value Creation

    Skills you'll gain: Mergers & Acquisitions, Working Capital, Cash Management, Financial Analysis, Business Valuation, Financial Statement Analysis, Finance, Financial Management, Corporate Finance, Return On Investment, Capital Budgeting, Cash Flow Forecasting, Financial Accounting, Performance Measurement, Risk Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    1.2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
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    A
    A

    Multiple educators

    Real-World AI for Everyone

    Skills you'll gain: Retrieval-Augmented Generation, AI Enablement, AI Product Strategy, Productivity Software, Artificial Intelligence and Machine Learning (AI/ML), AI Personalization, Generative AI, Responsible AI, Business Communication, Emotional Intelligence, Productivity, Operational Efficiency, Administration, Business Operations, Planning, Project Planning, Business Planning, Project Management, Business Administration, Business

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    ESG Risks and Opportunities

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Risk Analysis, Risk Management, Portfolio Risk, Case Studies, Business Risk Management, Stakeholder Management, Corporate Sustainability, Investment Management, Portfolio Management, Stakeholder Analysis, Environmental Management Systems, Investments, Financial Analysis, Sustainable Business, Governance

    4.6
    Rating, 4.6 out of 5 stars
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    776 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Investments I: Fundamentals of Performance Evaluation

    Skills you'll gain: Investment Management, Investments, Finance, Portfolio Management, Business Valuation, Financial Modeling, Financial Market, Equities, Return On Investment, Financial Analysis, Portfolio Risk, Asset Management, Microsoft Excel, Regression Analysis, Risk Analysis, Performance Analysis, Estimation, Cash Flows

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    926 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    Status: Free Trial
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    C

    Coursera

    Measure ML Impact & Business Value

    Skills you'll gain: Experimentation, Business Metrics, Data Storytelling, Return On Investment, Model Evaluation, Dashboard, Performance Measurement, Business Valuation, Key Performance Indicators (KPIs), A/B Testing, Performance Analysis, Analysis, Product Management, Machine Learning, Financial Analysis, Business, Stakeholder Communications, Sample Size Determination, Power Electronics

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Iniciación y Planificación de Proyectos

    Skills you'll gain: Project Scoping, Stakeholder Management, Stakeholder Engagement, Work Breakdown Structure, Stakeholder Analysis, Project Planning, Planning, Project Management, Requirements Management, Project Management Life Cycle, Project Coordination, Influencing, Conflict Management, Leadership

    4.7
    Rating, 4.7 out of 5 stars
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    4.6K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI and ChatGPT for K-12 Educators

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, Multimodal Prompts, LLM Application, Productivity, OpenAI, Anthropic Claude, Creative Problem-Solving, AI Enablement, Generative AI, AI Personalization, Creative Thinking, Artificial Intelligence, Innovation, Brainstorming, Large Language Modeling, Game Design, Education Software and Technology, Student Engagement

    4.8
    Rating, 4.8 out of 5 stars
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    8K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Michigan

    Negociación exitosa: Estrategias y habilidades esenciales (en español)

    Skills you'll gain: Negotiation, Contract Negotiation, Mediation, Arbitration, Communication, Conflict Management, Persuasive Communication, Planning, Influencing, Decision Making, Business Ethics

    4.8
    Rating, 4.8 out of 5 stars
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    2.7K reviews

    Mixed · Course · 1 - 3 Months

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

  • Finance of Mergers and Acquisitions: Designing an M&A Deal: University of Illinois Urbana-Champaign
  • IBM Product Manager: IBM
  • Engineering Project Management Part 1: Northeastern University
  • Project Execution: Running the Project: Google
  • Corporate Finance I: Measuring and Promoting Value Creation: University of Illinois Urbana-Champaign
  • Real-World AI for Everyone: Advancing Women in Tech
  • ESG Risks and Opportunities: University of Pennsylvania
  • Investments I: Fundamentals of Performance Evaluation: University of Illinois Urbana-Champaign
  • Measure ML Impact & Business Value: Coursera
  • Iniciación y Planificación de Proyectos: Tecnológico de Monterrey

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