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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
    U

    University of California, Davis

    Fundraising and Development

    Skills you'll gain: Fundraising, Grant Writing, Proposal Writing, Prospecting and Qualification, Philanthropy, Campaign Management, Tax Planning, Direct Marketing, Business Writing, Customer Relationship Building, Marketing Strategies, Relationship Building, Estate Planning, Benefits Administration, Administration, Target Audience, Email Marketing, Telemarketing, Stakeholder Management, Negotiation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    391 reviews

    Beginner · Specialization · 3 - 6 Months

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    New
    Status: Free Trial
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    P

    Packt

    Advanced Networking, Security, and Traffic Management in AKS

    Skills you'll gain: Data Persistence, Virtual Networking, Proxy Servers, Key Management, Network Routing, YAML, Application Deployment, Disaster Recovery

    Advanced · Course · 3 - 6 Months

  • Status: New
    New
    Status: Free
    Free
    U

    Universitat Autònoma de Barcelona

    SUGAR. Software Unificado para la Gestión Arqueológica

    Skills you'll gain: Databases, Relational Databases, Data Integration, Database Management, Data Entry, SQL Server Integration Services (SSIS), Data Import/Export, Geographic Information Systems, Software Installation, Wealth Management

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Packt

    HTML, CSS, and JavaScript Basics with Simple Projects

    Skills you'll gain: Cascading Style Sheets (CSS), Hypertext Markup Language (HTML), User Interface (UI), User Experience Design, Web Design and Development, Development Environment, Front-End Web Development, Javascript, Web Development, Web Applications, Responsive Web Design, Microsoft Visual Studio, Real Time Data, Data Validation

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Know Thyself - The Value and Limits of Self-Knowledge: The Unconscious

    Skills you'll gain: Self-Awareness, Child Development, Psychology, Behavioral Economics, Decision Making, Scientific Methods

    4.7
    Rating, 4.7 out of 5 stars
    ·
    821 reviews

    Intermediate · Course · 1 - 3 Months

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    C

    Case Western Reserve University

    Designing Your Personal Weight Loss Plan

    Skills you'll gain: Nutrition and Diet, Meal Planning And Preparation, Nutrition Education, Goal Setting, Self-Discipline, Health And Wellness Coaching, Stress Management, Overcoming Obstacles, Smart Goals, Behavior Management, Exercise Science, Self-Awareness, Mindfulness

    4
    Rating, 4 out of 5 stars
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    578 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnQuest

    Mastering Sales Negotiations and Closure

    Skills you'll gain: Sales Presentation, Influencing, Persuasive Communication, Intercultural Competence, Virtual Teams, Storytelling, Behavioral Economics, Business Research, Value Propositions, Active Listening, Market Research, Empathy & Emotional Intelligence, Sales Pipelines, Marketing Psychology, Digital Communications, Collaboration, Customer Relationship Management (CRM) Software, Stakeholder Management, Strategic Communication, Cross-Functional Collaboration

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    New York University

    Fundamentals of Machine Learning in Finance

    Skills you'll gain: Supervised Learning, Dimensionality Reduction, Unsupervised Learning, Applied Machine Learning, Decision Tree Learning, Machine Learning, Financial Trading, Reinforcement Learning, Scikit Learn (Machine Learning Library), Financial Services, Regression Analysis, Correlation Analysis, Exploratory Data Analysis, Portfolio Management, Python Programming, Artificial Neural Networks

    3.7
    Rating, 3.7 out of 5 stars
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    341 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Technion - Israel Institute of Technology

    Startup Entrepreneurship

    Skills you'll gain: Ideation, Innovation, Business Planning, Brainstorming, Creative Problem-Solving, Creative Thinking, Value Propositions, Creativity, Entrepreneurship, Team Building, Operations Management, Resourcefulness, Thought Leadership, Problem Solving, Visionary, Strategic Thinking, Initiative and Leadership, Market Research, New Product Development, Business Strategy

    4.7
    Rating, 4.7 out of 5 stars
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    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    S

    Starweaver

    Credit Risk Analysis and Underwriting

    Skills you'll gain: Credit Risk, Lending and Underwriting, Risk Analysis, Risk Management, Business Risk Management, Case Studies, Financial Analysis, Financial Statement Analysis, Corporate Finance, Financial Modeling, Stakeholder Communications, Performance Measurement, Balance Sheet, Cash Flows

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The State University of New York

    Disaster, Crisis, and Emergency Preparedness Communication

    Skills you'll gain: Emergency Response, Crisis Intervention, Safety and Security, Hazard Communication (HazCom), Risk Management, Social Determinants Of Health, Media and Communications, Public Health, Vulnerability, Community Development, Cultural Diversity

    4.7
    Rating, 4.7 out of 5 stars
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    224 reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Human Resource Management: Apply & Analyze Skills

    Skills you'll gain: Employee Performance Management, Performance Management, Human Resource Strategy, Human Capital, Human Resources, Workforce Development, Talent Management, Organizational Strategy, Employee Retention, Case Studies, Competitive Analysis, Organizational Effectiveness, Business Strategies, Analysis

    Mixed · Course · 1 - 4 Weeks

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

  • Fundraising and Development: University of California, Davis
  • Advanced Networking, Security, and Traffic Management in AKS: Packt
  • SUGAR. Software Unificado para la Gestión Arqueológica: Universitat Autònoma de Barcelona
  • HTML, CSS, and JavaScript Basics with Simple Projects: Packt
  • Know Thyself - The Value and Limits of Self-Knowledge: The Unconscious: The University of Edinburgh
  • Designing Your Personal Weight Loss Plan: Case Western Reserve University
  • Mastering Sales Negotiations and Closure: LearnQuest
  • Fundamentals of Machine Learning in Finance: New York University
  • Startup Entrepreneurship: Technion - Israel Institute of Technology
  • Credit Risk Analysis and Underwriting: Starweaver

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