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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 Pennsylvania

    Regulatory Compliance

    Skills you'll gain: Compliance Training, Compliance Management, Health Insurance Portability And Accountability Act (HIPAA) Compliance, General Data Protection Regulation (GDPR), Medical Privacy, Regulation and Legal Compliance, Legal Risk, Information Privacy, Governance Risk Management and Compliance, Personally Identifiable Information, Compliance Reporting, Law, Regulation, and Compliance, Regulatory Compliance, Regulatory Requirements, Compliance Auditing, Internal Communications, Procedure Development, Business Ethics, Risk Management, Business Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.8K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Marketing Strategy

    Skills you'll gain: Survey Creation, Surveys, Marketing Planning, Market Research, Business Research, Product Marketing, Consumer Behaviour, Value Propositions, Market Analysis, Marketing, Business Planning, Marketing Channel, Peer Review, Case Studies, Target Market, Research Design, Data Analysis, Marketing Communications, Marketing Strategies, Product Strategy

    4.5
    Rating, 4.5 out of 5 stars
    ·
    6.2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Administración de Proyectos: Principios Básicos

    Skills you'll gain: Project Schedules, Project Scoping, Stakeholder Management, Project Risk Management, Work Breakdown Structure, Stakeholder Analysis, Risk Analysis, Stakeholder Engagement, Cost Management, Risk Management, Project Management, Change Control, Microsoft Project, Project Controls, Communication Planning, Project Performance, Project Planning, Project Documentation, Earned Value Management, Budget Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Caltech

    Pricing Options with Mathematical Models

    Skills you'll gain: Derivatives, Financial Market, Securities (Finance), Finance, Risk Modeling, Mathematical Modeling, Financial Modeling, Risk Management, Portfolio Management, Probability, Advanced Mathematics, Differential Equations, Applied Mathematics, Calculus

    4.7
    Rating, 4.7 out of 5 stars
    ·
    38 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Habilidades Gerenciales

    Skills you'll gain: Delegation Skills, Supervision, Organizational Skills, Management Training And Development, Creative Thinking, Organizational Strategy, Leadership Development, Strategic Planning, Cognitive flexibility, Creative Problem-Solving, Team Leadership, Leadership, Empathy & Emotional Intelligence, Brainstorming, Emotional Intelligence, Problem Solving, Quality Management, Time Management, Business Planning, Coaching

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    A

    AI CERTs

    AI for Medical Professionals

    Skills you'll gain: AI Personalization, Applied Machine Learning, Model Evaluation

    Intermediate · Course · 1 - 3 Months

  • 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: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Wharton Business Foundations Capstone

    Skills you'll gain: Peer Review, Project Design, Business, Analysis, Business Planning, Marketing Strategy and Techniques, Marketing, Business Analysis, Competitive Analysis, Strategic Thinking, Constructive Feedback, Business Strategy, Accounting, Report Writing, Finance, Financial Accounting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    406 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Introduction to Project Management

    Skills you'll gain: Timelines, Project Documentation, Team Management, Stakeholder Management, Project Management, Project Management Software, Project Schedules, Project Scoping, Work Breakdown Structure, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.2K reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Programa en Desarrollo de nuevas empresas

    Skills you'll gain: Strategic Partnership, Business Modeling, Value Propositions, Business Development, Resource Allocation, Entrepreneurial Finance, Financial Analysis, Target Market, User Feedback, Entrepreneurship, Team Building, New Product Development, Leadership Development, New Business Development, Business Marketing, Performance Metric, Revenue Forecasting, Product Development, Profit and Loss (P&L) Management, Cash Flows

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    California Institute of the Arts

    Making Money as a Freelancer

    Skills you'll gain: Budget Management, Financial Analysis, Financial Forecasting, Small Business Accounting, Accounting, Price Negotiation, Business Planning, Budgeting, Financial Planning, Financial Management, Forecasting, Expense Management, Revenue Management, Goal Setting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    184 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Investment Strategies and Portfolio Analysis

    Skills you'll gain: Portfolio Management, Investment Management, Performance Measurement, Performance Analysis, Return On Investment, Investments, Financial Market, Financial Analysis, Risk Analysis, Benchmarking, Statistical Analysis

    4.2
    Rating, 4.2 out of 5 stars
    ·
    279 reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Regulatory Compliance: University of Pennsylvania
  • Marketing Strategy: IE Business School
  • Administración de Proyectos: Principios Básicos: Tecnológico de Monterrey
  • Pricing Options with Mathematical Models: Caltech
  • Habilidades Gerenciales: Universidad Nacional Autónoma de México
  • AI for Medical Professionals: AI CERTs
  • Stock Valuation with Dividend Discount Model: Coursera
  • Wharton Business Foundations Capstone: University of Pennsylvania
  • Introduction to Project Management: Coursera
  • Programa en Desarrollo de nuevas empresas: Universidad de los Andes

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