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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.


Popular Financial Planning Courses and Certifications


  • U

    Universidad de los Andes

    Fundamentos de Finanzas Empresariales

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Finance, Financial Acumen, Financial Analysis, General Finance, Income Statement, Capital Budgeting, Financial Accounting, Balance Sheet, Financial Planning, Financial Modeling, Financial Management, Business Mathematics, Corporate Finance, Return On Investment, Microsoft Excel, Investment Management, Cash Flows, Business Metrics

    ★ 4.9 (4.9K) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • S

    SkillUp

    Unfair, Deceptive, or Abusive Acts or Practices (UDAAP)

    Skills you'll gain: Compliance Management, Regulatory Compliance, Compliance Reporting, Business Ethics, Law, Regulation, and Compliance, Ethical Standards And Conduct, Regulatory Requirements, Lending and Underwriting, Financial Industry Regulatory Authorities, Risk Control, Consumer Lending, Operational Risk, Risk Management Framework, Financial Regulations, Legal Risk, Business Risk Management, Risk Management, Case Studies, Financial Services

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Credit offered
    Credit offered
  • G

    Google

    Project Initiation: Starting a Successful Project

    Skills you'll gain: Scope Management, Project Scoping, Stakeholder Analysis, Project Management Life Cycle, Project Documentation, Goal Setting, Project Management, Project Planning, Stakeholder Management, Smart Goals, Cost Benefit Analysis, Project Management Software, Prompt Engineering Tools, Stakeholder Communications, Performance Metric, Accountability Frameworks, Resource Management, Strategic Thinking, Business Writing

    ★ 4.8 (24K) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • I

    IBM

    IBM Business Intelligence (BI) Analyst

    Skills you'll gain: Dashboard, Extract, Transform, Load, Data Storytelling, Data Visualization, Dashboard Creation, Database Design, Presentations, Data Presentation, Descriptive Statistics, IBM DB2, Business Intelligence, Data Visualization Software, Statistical Hypothesis Testing, Tableau Software, Relational Databases, Database Systems, Statistical Visualization, IBM Cognos Analytics, Interactive Data Visualization, Excel Formulas

    ★ 4.7 (16K) · Beginner · Professional Certificate · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    Money, Wealth, and Happiness

    Skills you'll gain: Loans, Investment Management, Wealth Management, General Finance, Consumer Lending, General Lending, Financial Services, Empowerment, Financial Acumen, Adaptability, Consumer Behaviour, Case Management

    ★ 4.6 (1.4K) · Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • V

    Vanderbilt University

    ChatGPT for Project Management - Leveraging AI for Success

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, LLM Application, Large Language Modeling, Project Planning, AI literacy, AI Enablement, Generative AI, Risk Analysis, Timelines, Project Risk Management, Performance Metric, AI powered creativity, Project Schedules, Project Management, Artificial Intelligence, Organizational Skills, Risk Management, Email Automation

    ★ 4.8 (8K) · Beginner · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • E

    EDUCBA

    Forex Trading and Currency Analysis

    Skills you'll gain: Derivatives, Futures Exchange, Market Data, International Finance, Risk Management Framework, Financial Trading, Economics, Financial Management, Credit Risk, Financial Systems, Financial Policy, Travel Arrangements, Financial Data, Risk Management, Forecasting, Financial Forecasting, Market Dynamics, Market Trend, Excel Formulas, Financial Market

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • I
    I

    Multiple educators

    IBM and ISC2 Cybersecurity Specialist

    Skills you'll gain: Incident Response, Digital Forensics, Network Security, Computer Security Incident Management, Cloud Computing Architecture, Incident Management, Business Continuity Planning, Penetration Testing, Cloud Services, Business Continuity, Cloud Deployment, Security Controls, System Configuration, Generative AI, Cybersecurity, Data Storage, Peripheral Devices, Application Security, Information Technology, Cryptography

    ★ 4.7 (15K) · Beginner · Professional Certificate · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • I

    Indian School of Business

    Trading Strategies in Emerging Markets

    Skills you'll gain: Financial Statements, Peer Review, Financial Statement Analysis, Financial Trading, Balance Sheet, Portfolio Management, Portfolio Risk, Securities Trading, Income Statement, Data Collection, Market Liquidity, Financial Market, Investment Management, Financial Analysis, Performance Analysis, Market Dynamics, Project Design, Accruals, Return On Investment, Accrual Accounting

    ★ 4.2 (2.7K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • S

    SkillUp

    Servicemembers Civil Relief Act and Military Lending Act

    Skills you'll gain: Compliance Management, Financial Regulation, Regulatory Compliance, Compliance Training, Military Standards And Specifications, Consumer Lending, Financial Regulations, Bank Regulations, Legal Risk, Law, Regulation, and Compliance, Record Keeping, Loan Documentation, General Lending, Financial Services, Mortgage Loans, Accountability, Asset Protection, Insurance, Verification And Validation, Civil Law

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Credit offered
    Credit offered
  • I

    IBM

    Generative AI for Program Managers

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Generative Model Architectures, Responsible AI, Program Management, Risk Management, Stakeholder Engagement, Project Management Institute (PMI) Methodology, Stakeholder Analysis, Strategic Decision-Making, AI literacy, Decision Intelligence, Stakeholder Management, AI Integrations, Artificial Intelligence and Machine Learning (AI/ML), Augmented and Virtual Reality (AR/VR), Governance, Machine Learning

    ★ 4.7 (11K) · Intermediate · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • U

    University of California, Irvine

    Academic English: Writing

    Skills you'll gain: Grammar, Peer Review, Editing, Writing, Writing and Editing, Organizational Skills, Research, Proofreading, Report Writing, Research Methodologies, Critical Thinking, English Language, Literacy, Planning, Persuasive Communication, Style Guides, Reliability

    ★ 4.7 (23K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
1…434445…514

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

  • Fundamentos de Finanzas Empresariales : Universidad de los Andes
  • Unfair, Deceptive, or Abusive Acts or Practices (UDAAP): SkillUp
  • Project Initiation: Starting a Successful Project: Google
  • IBM Business Intelligence (BI) Analyst: IBM
  • Money, Wealth, and Happiness: University of Illinois Urbana-Champaign
  • ChatGPT for Project Management - Leveraging AI for Success: Vanderbilt University
  • Forex Trading and Currency Analysis: EDUCBA
  • IBM and ISC2 Cybersecurity Specialist: IBM
  • Trading Strategies in Emerging Markets: Indian School of Business
  • Servicemembers Civil Relief Act and Military Lending Act: SkillUp

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