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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: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Everyday Excel, Part 1

    Skills you'll gain: Data Import/Export, Microsoft Excel, Data Visualization, Spreadsheet Software, Data Management, Excel Macros, Data Cleansing, Excel Formulas, Data Validation, Productivity Software, Data Sharing, Microsoft Word, Visual Basic (Programming Language), Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.7K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Fundamentos Estratégicos Empresariales

    Skills you'll gain: Business Planning, ISO 9000 Series, Quality Management Systems, Strategic Marketing, Organizational Strategy, Marketing, Governance, Quality Management, Stakeholder Analysis, Business Strategies, Corporate Strategy, Financial Analysis, Marketing Planning, Financial Statements, Operations Management, Organizational Structure, Working Capital, Financial Data, Market Analysis, Business Strategy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Cancer Biology

    Skills you'll gain: Oncology, Medical Imaging, Patient Education And Counseling, Diagnostic Radiology, Radiation Therapy, Molecular Biology, Diagnostic Tests, Clinical Trials, Pain Management, Preventative Care, Treatment Planning, Urology, Patient Treatment, Immunology, Epidemiology, Surgery, Cell Biology, Care Management, Biology, Pathology

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Business Metrics for Data-Driven Companies

    Skills you'll gain: Business Analytics, Business Metrics, Analytics, Business Process Improvement, Business Intelligence, Business Process, Tableau Software, Business Analysis, Data Analysis, Key Performance Indicators (KPIs), Web Analytics, Data-Driven Decision-Making, Digital Transformation, E-Commerce, Financial Services, SQL, Decision Making

    4.6
    Rating, 4.6 out of 5 stars
    ·
    8.5K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Microeconomics Principles

    Skills you'll gain: Supply And Demand, Economics, Market Dynamics, Business Economics, Behavioral Economics, Policy Analysis, Business Operations, Price Negotiation, Socioeconomics, Consumer Behaviour, Political Sciences, Economics, Policy, and Social Studies, Business Strategy, Public Policies, Competitive Analysis, Resource Allocation, Decision Making, Market Analysis, Cost Benefit Analysis, Environmental Issue

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    M

    Measure What Matters

    OKR Certification: Leadership and Goal Setting

    Skills you'll gain: Smart Goals, Goal Setting, Key Performance Indicators (KPIs), Organizational Effectiveness, Organizational Leadership, Business Priorities, Organizational Strategy, Leadership and Management, Performance Management, Team Performance Management, Employee Performance Management, Prioritization, Recognizing Others, Performance Measurement, Planning, Business Strategy, Constructive Feedback, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    643 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Stock Valuation with Dividend Discount Model

    Skills you'll gain: Equities, Business Valuation, Market Data, Financial Analysis, Financial Modeling, Financial Data

    4.5
    Rating, 4.5 out of 5 stars
    ·
    193 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: New
    New
    Status: Preview
    Preview
    B

    Board Infinity

    Forecasting for Marketers: Mastering Google Analytics

    Skills you'll gain: Marketing Budgets, Stakeholder Engagement, Data-Driven Decision-Making, Marketing Effectiveness, Marketing Planning, Analytics, Data Presentation, Predictive Modeling, Trend Analysis, Presentations, Dashboard, Performance Reporting, Data Quality

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Market Analysis

    Skills you'll gain: Market Analysis, Supplier Management, Competitive Analysis, Financial Analysis, Supply Chain Planning, Market Dynamics, Supply Chain Management, Risk Analysis, Financial Statements, Business Strategy, Case Studies, Peer Review

    4.8
    Rating, 4.8 out of 5 stars
    ·
    160 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    Atlassian

    Agile with Atlassian Jira

    Skills you'll gain: Jira (Software), Agile Methodology, Scrum (Software Development), Kanban Principles, Agile Project Management, Lean Methodologies, Backlogs, Sprint Planning, Sprint Retrospectives, User Story, Workflow Management, Project Management, Product Requirements, Query Languages, Software Versioning, Continuous Improvement Process

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.7K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Service Integration and Management (SIAM) Foundation

    Skills you'll gain: Service Management, Information Technology Infrastructure Library, IT Service Management, Systems Integration, Control Objectives for Information and Related Technology (COBIT), Supplier Relationship Management, Strategic Sourcing, Risk Management Framework, Governance, Process Management, Process Improvement and Optimization, Risk Management, Continuous Improvement Process, Organizational Change, Performance Measurement, Lean Methodologies

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Master Accounting Fundamentals: Analyze, Interpret & Apply

    Skills you'll gain: Cash Flows, Income Statement, Financial Analysis, Financial Accounting, Revenue Recognition, Generally Accepted Accounting Principles (GAAP), Revenue Management, Accrual Accounting, Finance

    4.4
    Rating, 4.4 out of 5 stars
    ·
    25 reviews

    Mixed · Course · 1 - 3 Months

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

  • Everyday Excel, Part 1: University of Colorado Boulder
  • Fundamentos Estratégicos Empresariales: Universidad Nacional Autónoma de México
  • Cancer Biology: Johns Hopkins University
  • Business Metrics for Data-Driven Companies: Duke University
  • Microeconomics Principles: University of Illinois Urbana-Champaign
  • OKR Certification: Leadership and Goal Setting: Measure What Matters
  • Stock Valuation with Dividend Discount Model: Coursera
  • Forecasting for Marketers: Mastering Google Analytics: Board Infinity
  • Supply Market Analysis: Rutgers the State University of New Jersey
  • Agile with Atlassian Jira: Atlassian

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