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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


  • U

    University of Pennsylvania

    Omnichannel Retail Strategy

    Skills you'll gain: Human Capital, Employee Retention, Workforce Development, Human Resource Strategy, Employee Training, Digital Transformation, Organizational Strategy, Employee Engagement, Supply Chain Management, Human Resources Management and Planning, E-Commerce, Customer experience strategy (CX), Brand Strategy, Analytics, Talent Management, Retail Store Operations, Marketing Strategies, Business Technologies, Customer Insights, Performance Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    415 reviews

    Beginner · Specialization · 1 - 3 Months

  • C

    Coursera

    Automate tasks and processes with Jira

    Skills you'll gain: Email Automation, Business Process Automation, Automation, Project Management Software, Workflow Management, Process Design, Issue Tracking, Project Management, Project Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    155 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • T

    The University of Edinburgh

    Climate Change: Carbon Capture and Storage

    Skills you'll gain: Climate Change Mitigation, Energy and Utilities, Pollution Prevention, Oil and Gas, Sustainable Engineering, Economics, Sustainable Technologies, Environmental Policy, Environmental Science

    4.7
    Rating, 4.7 out of 5 stars
    ·
    96 reviews

    Mixed · Course · 1 - 3 Months

  • E

    ESSEC Business School

    Basics of entrepreneurship: thinking and doing

    Skills you'll gain: Business Modeling, Entrepreneurship, Business Planning, Business Risk Management, Risk Management, Teamwork, Design Thinking, Ideation, Planning, Strategic Thinking, Innovation, New Business Development, Creative Thinking, Decision Making, Open Mindset, Lean Methodologies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    131 reviews

    Beginner · Course · 1 - 4 Weeks

  • I

    IBM

    Project Management Capstone

    Skills you'll gain: Peer Review, Project Management, Project Management Life Cycle, Agile Project Management, Project Risk Management, Project Portfolio Management, Project Closure, Project Controls, Work Breakdown Structure, User Story, Backlogs, Sprint Planning, Scrum (Software Development), Project Planning, Project Documentation, Project Performance, Management Reporting, Risk Management, Recruitment, Leadership

    4.9
    Rating, 4.9 out of 5 stars
    ·
    116 reviews

    Advanced · Course · 1 - 3 Months

  • M

    Macquarie University

    Risk governance: Manage the risks

    Skills you'll gain: Risk Management Framework, Governance, Risk Management, Risk Analysis, Operational Risk, Business Risk Management, Risk Mitigation, Corporate Strategy, Stakeholder Management, International Finance, Corporate Finance, Ethical Standards And Conduct, Stakeholder Communications

    4.7
    Rating, 4.7 out of 5 stars
    ·
    387 reviews

    Beginner · Course · 1 - 3 Months

  • I

    IESE Business School

    Analysis of Business Problems

    Skills you'll gain: Business Analytics, Business Analysis, Financial Analysis, Strategic Decision-Making, Business Strategy, Organizational Leadership, Analytical Skills, Data-Driven Decision-Making, Complex Problem Solving, Analysis, Market Share, Case Studies, Financial Statements, Marketing, Consumer Behaviour, Decision Making, Team Leadership, Balance Sheet, Working Capital, Branding

    4.7
    Rating, 4.7 out of 5 stars
    ·
    156 reviews

    Mixed · Course · 1 - 3 Months

  • U

    University of New Mexico

    Administración Estratégica y Emprendedora

    Skills you'll gain: Business Strategy, Business Management, Business Metrics, Organizational Strategy, Entrepreneurship, Innovation, Performance Measurement, Competitive Analysis, Resource Management, Market Dynamics, Market Trend, Leadership, Marketing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.2K reviews

    Mixed · Course · 1 - 3 Months

  • U

    Universidad Nacional Autónoma de México

    Crédito y cobranza

    Skills you'll gain: Payment Processing and Collection, Credit Risk, Lending and Underwriting, Organizational Structure, Financial Analysis, Risk Mitigation, Accounts Receivable, Business Risk Management, Organizational Strategy, Cash Flows, Ancient History

    4.7
    Rating, 4.7 out of 5 stars
    ·
    111 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Tax, Real Estate, and Alternative Investment Strategies

    Skills you'll gain: Real Estate, Investments, Financial Industry Regulatory Authorities, Compliance Reporting, Property and Real Estate, Risk Management, Asset Management, Financial Regulations, Securities (Finance), Law, Regulation, and Compliance, Investment Management, Private Equity, Financial Services, Financial Regulation, Regulatory Requirements, Tax Laws, Tax Planning, Due Diligence, Tax, Financial Market

    4
    Rating, 4 out of 5 stars
    ·
    9 reviews

    Beginner · Specialization · 1 - 3 Months

  • U

    University of Colorado Boulder

    Product Development for Technical Managers

    Skills you'll gain: New Product Development, Product Development, Product Strategy, Product Design, Design Thinking, Product Planning, Innovation, Persona Development, Product Management, Team Management, Product Lifecycle Management, Prototyping, Market Research, Sustainable Business, Agile Product Development, Marketing, Product Roadmaps, Sustainable Design, Ideation, Commercialization

    Build toward a degree

    4.9
    Rating, 4.9 out of 5 stars
    ·
    38 reviews

    Beginner · Specialization · 3 - 6 Months

  • S

    SkillUp

    Project Management Communication, Stakeholders & Leadership

    Skills you'll gain: Stakeholder Engagement, Resource Management, Stakeholder Management, Project Schedules, Project Management Institute (PMI) Methodology, Negotiation, Project Management, Leadership and Management, Leadership, Scheduling, Team Leadership, Emotional Intelligence, Communication Planning, Communication

    4.6
    Rating, 4.6 out of 5 stars
    ·
    188 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Omnichannel Retail Strategy: University of Pennsylvania
  • Automate tasks and processes with Jira: Coursera
  • Climate Change: Carbon Capture and Storage: The University of Edinburgh
  • Basics of entrepreneurship: thinking and doing : ESSEC Business School
  • Project Management Capstone: IBM
  • Risk governance: Manage the risks: Macquarie University
  • Analysis of Business Problems: IESE Business School
  • Administración Estratégica y Emprendedora: University of New Mexico
  • Crédito y cobranza: Universidad Nacional Autónoma de México
  • Tax, Real Estate, and Alternative Investment Strategies: University of Illinois Urbana-Champaign

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