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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


  • Status: Free Trial
    Free Trial
    S

    Simplilearn

    CBAP Certification Business Analysis Training

    Skills you'll gain: Requirements Management, Project Management, Risk Management, Project Planning, Data Visualization, Agile Project Management, Microsoft Excel, Solution Design, Cost Management, Project Management Office (PMO), Business Analysis, Excel Formulas, Requirements Elicitation, Stakeholder Management, Scope Management, Pivot Tables And Charts, Dashboard, Business Analytics, Data Analysis, Data Validation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    36 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Illinois Tech

    Business & Technology

    Skills you'll gain: Responsible AI, Culture Transformation, Innovation, Organizational Change, Design Thinking, Business Transformation, Strategic Leadership, Product Lifecycle Management, Global Marketing, Data Ethics, Entrepreneurship, Business Communication, Artificial Intelligence, Change Management, Organizational Leadership, Business Modeling, Generative AI, AI Product Strategy, Business Strategy, Strategic Planning

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    93 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    The State University of New York

    Home-Based Child Care

    Skills you'll gain: Injury Prevention, Child Development, Childhood Education and Development, Working With Children, Business Planning, Accident Prevention, Teaching, Family Support, Emotional Intelligence, Emergency Response, Parent Communication, Cultural Diversity, Diversity Awareness, Nutrition and Diet, Safety Training, Business, Small Business Accounting, Tax Management, Policy Development, Creativity

    4.8
    Rating, 4.8 out of 5 stars
    ·
    158 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    Universidade de São Paulo

    Iniciação e Planejamento de Projetos

    Skills you'll gain: Stakeholder Management, Conflict Management, Stakeholder Analysis, Project Scoping, Stakeholder Engagement, Project Management, Project Planning, Project Documentation, Organizational Structure, Influencing, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    963 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Goodwill® Career Coach and Navigator

    Skills you'll gain: Constructive Feedback, Interviewing Skills, Communication, Coaching, Accountability, Client Services, Virtual Teams, Professional Development, Diversity and Inclusion, Client Support, Workforce Development, Recruitment, Ethical Standards And Conduct, Active Listening, Telecommuting, Needs Assessment, Employee Onboarding, Empathy, Human Centered Design, Gap Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    447 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    The Business Case for ESG

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainability Reporting, Business Reporting, Financial Reporting, Corporate Sustainability, Sustainable Business, Enterprise Risk Management (ERM), Business Ethics, Compliance Reporting, Risk Management, Corporate Strategy, Data Strategy, Stakeholder Management, Financial Analysis, Stakeholder Communications, Ethical Standards And Conduct, Performance Analysis, Value Propositions, Regulatory Requirements, Innovation

    4.4
    Rating, 4.4 out of 5 stars
    ·
    16 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Supporting Clients

    Skills you'll gain: Interviewing Skills, Coaching, Client Support, Employee Onboarding, LinkedIn, Professional Networking, Branding, Negotiation, Business Writing, Goal Setting, Financial Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    55 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Advanced Business Analytics Capstone

    Skills you'll gain: Data Presentation, Data Cleansing, Predictive Analytics, Business Analytics, Financial Analysis, Advanced Analytics, Data Preprocessing, Data Analysis, Technical Communication, Investment Management, Data Manipulation, Model Evaluation, Statistical Modeling, Regression Analysis, Classification Algorithms

    4.3
    Rating, 4.3 out of 5 stars
    ·
    89 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The State University of New York

    Basic Information Literacy

    Skills you'll gain: digital literacy, Brainstorming, Planning, Data Ethics, Information Management, Research, Critical Thinking, Investigation, Literacy, Ethical Standards And Conduct

    4.7
    Rating, 4.7 out of 5 stars
    ·
    168 reviews

    Beginner · Course · 1 - 3 Months

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

    EDUCBA

    Microsoft Excel Mastery: From Basics to Pro Skills

    Skills you'll gain: Microsoft Excel, Pivot Tables And Charts, Excel Formulas, Spreadsheet Software, Business Reporting, Data Visualization, Excel Macros, Dashboard, Forecasting, Data Analysis, Data Visualization Software, Predictive Modeling, Data Validation, Productivity Software, Data Entry, Data Management, Financial Modeling, Data Security, Data Integrity, Computer Literacy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    98 reviews

    Beginner · Specialization · 1 - 3 Months

  • C

    Coursera

    Develop a Company Website with Wix

    Skills you'll gain: Event Management, Blogs, Content Development and Management, Content Management, Web Design, Web Design and Development, No-Code Development, Brand Management, Digital Marketing, Public Relations

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.3K reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    C

    Case Western Reserve University

    Becoming a Sports Agent

    Skills you'll gain: Brand Management, Brand Marketing, Intellectual Property, Arbitration, Contract Negotiation, Client Services, Recruitment, Talent Recruitment, Insurance, Relationship Management, Financial Planning, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    153 reviews

    Beginner · Course · 1 - 3 Months

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

  • CBAP Certification Business Analysis Training: Simplilearn
  • Business & Technology: Illinois Tech
  • Home-Based Child Care: The State University of New York
  • Iniciação e Planejamento de Projetos: Universidade de São Paulo
  • Goodwill® Career Coach and Navigator: Goodwill Industries International
  • The Business Case for ESG: Saïd Business School, University of Oxford
  • Supporting Clients: Goodwill Industries International
  • Advanced Business Analytics Capstone: University of Colorado Boulder
  • Basic Information Literacy: The State University of New York
  • Microsoft Excel Mastery: From Basics to Pro Skills: EDUCBA

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