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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
    L

    LearnQuest

    Scrum Master Certification: Scaling Agile and the Team-of-Teams

    Skills you'll gain: Scaled Agile Framework, Agile Methodology, Behavior-Driven Development, Agile Product Development, Test Driven Development (TDD), Scalability, Agile Project Management, Sprint Planning, Solution Delivery, Virtualization, Continuous Integration, Solution Architecture, Unit Testing

    4.5
    Rating, 4.5 out of 5 stars
    ·
    482 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    I

    Infosec

    Certified Information Systems Security Professional (CISSP)

    Skills you'll gain: Identity and Access Management, IT Security Architecture, Security Testing, Single Sign-On (SSO), Data Security, Contingency Planning, User Provisioning, Cryptography, Network Security, Application Security, Information Systems Security, Cryptographic Protocols, Asset Protection, Cloud Security, Computer Security Incident Management, Digital Assets, Public Key Cryptography Standards (PKCS), Incident Response, Risk Management Framework, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    60 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    K

    Keller Williams

    Manage a Real Estate Business

    Skills you'll gain: Administrative Support, Office Management, Real Estate, Organizational Skills, Real Estate Transactions, Business Planning, Business Management, Financial Planning, Professional Networking, Law, Regulation, and Compliance, Vendor Relationship Management, Compliance Management, Goal Setting, Business Economics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    21 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Starting & Managing a Sustainable Hotel or Tourism Business

    Skills you'll gain: Sustainable Business, Hotel Operations, Hospitality Management, Business Planning, Corporate Sustainability, Sustainability Standards, Waste Minimization, Community Development, Environmental Resource Management, Market Trend, Market Analysis, Cost Benefit Analysis, Strategic Decision-Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    12 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Business Process Management in Healthcare Organizations

    Skills you'll gain: Business Process, Business Process Management, Process Improvement, Patient-centered Care, Process Design, Business Process Improvement, Health Information Management and Medical Records, Electronic Medical Record, Health Systems, Business Writing, Healthcare Industry Knowledge, Innovation, Entrepreneurship

    4.6
    Rating, 4.6 out of 5 stars
    ·
    169 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Individual Development Plan (IDP)

    Skills you'll gain: Goal Setting, Strategic Planning, Smart Goals, Planning, Personal Development, Strategic Thinking, Action Oriented, Timelines, Professional Development, Adaptability, Accountability, Self-Awareness, Constructive Feedback, Time Management, Mentorship

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Advanced Speaking and Listening Project

    Skills you'll gain: Verbal Communication Skills, Public Speaking, Communication, Active Listening, Planning, English Language, Organizational Skills, Detail Oriented, Creativity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    46 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Global Strategy II: Doing Business in The Global Economy

    Skills you'll gain: Global Marketing, Business Strategy, Growth Strategies, Business Development, Corporate Strategy, International Relations, Strategic Thinking, Strategic Planning, Go To Market Strategy, Strategic Partnership, Strategic Decision-Making, Competitive Analysis, Market Opportunities, Value Propositions, Cost Reduction, Risk Management, Risk Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    148 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    The Need for Systems Engineering

    Skills you'll gain: Model Based Systems Engineering, Systems Engineering, Requirements Analysis, Test Engineering, Systems Thinking, Systems Architecture, Test Planning, Systems Analysis, Functional Requirement, Risk Management Framework, System Testing, System Requirements, Verification And Validation

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    85 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    I

    Indian Institute for Human Settlements

    The Art and Science of Economic Policy

    Skills you'll gain: Economics, Policy, and Social Studies, Policy Development, Public Policies, Policy Analysis, Behavioral Economics, Political Sciences, Economics, Market Dynamics, Governance, Program Implementation, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    121 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    A

    Alfaisal University | KLD

    إدارة الفعاليات | Events Management

    Skills you'll gain: Event Management, Event Planning, Event Marketing, Advertising, Safety and Security, Marketing Communications, Advertising Campaigns, Promotional Strategies, Budget Management, Expense Management, Program Evaluation, Human Resources Management and Planning, Return On Investment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    116 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Stakeholder Relations and Reporting

    Skills you'll gain: Stakeholder Communications, Stakeholder Management, Stakeholder Analysis, Communication Planning, Stakeholder Engagement, Public Relations, Public Affairs, Performance Reporting, Report Writing, Strategic Communication, Marketing Effectiveness, Community Outreach, Performance Metric, Data Storytelling, Presentations, Relationship Building, Data Visualization

    4.7
    Rating, 4.7 out of 5 stars
    ·
    35 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Scrum Master Certification: Scaling Agile and the Team-of-Teams: LearnQuest
  • Certified Information Systems Security Professional (CISSP): Infosec
  • Manage a Real Estate Business: Keller Williams
  • Starting & Managing a Sustainable Hotel or Tourism Business: Coursera
  • Business Process Management in Healthcare Organizations: Rutgers the State University of New Jersey
  • Individual Development Plan (IDP): University of Minnesota
  • Advanced Speaking and Listening Project: University of California, Irvine
  • Global Strategy II: Doing Business in The Global Economy: University of Illinois Urbana-Champaign
  • The Need for Systems Engineering: University of Colorado Boulder
  • The Art and Science of Economic Policy: Indian Institute for Human Settlements

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