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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
    Free
    U

    University of Washington

    U101: Understanding College and College Life

    Skills you'll gain: Higher Education, Learning Strategies, Student Support and Services, Academic Advising, Time Management, Lifelong Learning, Personal Development, Planning, Collaboration, Resourcefulness, Decision Making, Adaptability, Relationship Building

    4.6
    Rating, 4.6 out of 5 stars
    ·
    505 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Organic Marketing: Facebook Groups For Small Businesses

    Skills you'll gain: Persona Development, Prospecting and Qualification, Target Audience, Facebook, Social Media Marketing, Social Media, Business Marketing, Drive Engagement, Marketing, Marketing Planning, Content Creation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    756 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Leading People and Teams Capstone

    Skills you'll gain: Interviewing Skills, Leadership, Business Leadership, Leadership Development, Leadership and Management, Professional Development, Team Building, Recruitment, Team Management, Talent Management, Self-Awareness, Coaching, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    576 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Cloud FinOps

    Skills you'll gain: Cloud Management, Billing Systems, Cloud Computing, Billing, Cloud Services, Cost Management, Cost Control, Budget Management, Cloud Infrastructure, Dashboard, Resource Utilization, Budgeting, Virtual Machines, Cost Accounting, Cross-Functional Collaboration, Financial Management, Expense Management, Anomaly Detection, Serverless Computing, Cost Reduction

    3.1
    Rating, 3.1 out of 5 stars
    ·
    24 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Master DCF Valuation: Analyze, Forecast, and Present

    Skills you'll gain: Cash Flow Forecasting, Business Valuation, Financial Modeling, Financial Forecasting, Revenue Forecasting, Risk Modeling, Capital Budgeting, Equities, Risk Analysis, Financial Analysis, Data Presentation, Private Equity, Investment Banking, Presentations, Mergers & Acquisitions, Model Evaluation, Case Studies, Microsoft Excel

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Mentalidad Emprendedora

    Skills you'll gain: Innovation, Entrepreneurship, Corporate Strategy, Business Strategy, Business Modeling, Value Propositions, Lean Methodologies, Growth Strategies, Market Opportunities, Product Development, Trend Analysis, Customer Insights

    4.8
    Rating, 4.8 out of 5 stars
    ·
    236 reviews

    Advanced · Course · 1 - 4 Weeks

  • C

    Coursera

    Анализ акций и отчетности Apple с помощью Bloomberg Terminal

    Skills you'll gain: Market Data, Financial Data, Financial Statement Analysis, Financial Analysis, Data Analysis, Financial Statements, Technical Analysis, Real Time Data, Financial Market, Accounting and Finance Software, Securities Trading

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    E

    Emory University

    MBE Mastering Business Essentials

    Skills you'll gain: Financial Statements, Return On Investment, Business Strategy, Cash Flows, Supply Chain, Supply Chain Management, Financial Analysis, Income Statement, Corporate Finance, Balance Sheet, Corporate Strategy, Six Sigma Methodology, Business Valuation, Organizational Strategy, Gross Profit, Marketing Strategies, Market Dynamics, Marketing Communications, Target Market, Lean Six Sigma

    4.9
    Rating, 4.9 out of 5 stars
    ·
    49 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    E

    Erasmus University Rotterdam

    Earth Economics

    Skills you'll gain: Economics, Policy, and Social Studies, Economics, Socioeconomics, Sustainable Development, Policy Analysis, Data Analysis, Tax, Environmental Issue, International Relations, Trend Analysis, Investments, Policy Development, Behavioral Economics, Supply And Demand, Data Collection

    4.6
    Rating, 4.6 out of 5 stars
    ·
    88 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Geospatial Analysis with ArcGIS

    Skills you'll gain: ArcGIS, Data Storytelling, Spatial Data Analysis, Data Presentation, Geographic Information Systems, Spatial Analysis, Geospatial Mapping, Heat Maps, Data Visualization Software, Network Analysis, Data Manipulation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    117 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    PMP Exam Prep: Project Management Principles

    Skills you'll gain: Project Management, Project Management Institute (PMI) Methodology, Agile Project Management, Milestones (Project Management), Project Schedules, Stakeholder Management, Project Documentation, Stakeholder Engagement, Stakeholder Communications, Engineering Documentation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    79 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    AI Business School

    Introduction to AI for finance professionals

    Skills you'll gain: Prompt Engineering, Responsible AI, Risk Management, AI Security, Generative AI, AI Enablement, Artificial Intelligence, Financial Services, LLM Application, AI Workflows, Finance, Automation

    3.9
    Rating, 3.9 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • U101: Understanding College and College Life: University of Washington
  • Organic Marketing: Facebook Groups For Small Businesses: Coursera
  • Leading People and Teams Capstone: University of Michigan
  • Cloud FinOps: Board Infinity
  • Master DCF Valuation: Analyze, Forecast, and Present: EDUCBA
  • Mentalidad Emprendedora: Tecnológico de Monterrey
  • Анализ акций и отчетности Apple с помощью Bloomberg Terminal: Coursera
  • MBE Mastering Business Essentials: Emory University
  • Earth Economics: Erasmus University Rotterdam
  • Geospatial Analysis with ArcGIS : University of California, Davis

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