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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • P

    Packt

    Foundations of Project Management

    Skills you'll gain: Project Management Institute (PMI) Methodology, Project Management, Stakeholder Engagement, Stakeholder Management, Project Management Life Cycle, Project Risk Management, Project Planning, Scope Management, Project Performance, Risk Management, Ethical Standards And Conduct, Business Ethics, Team Leadership, Agile Methodology, Communication Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 4 Weeks

  • U

    University of California, Davis

    Coaching Conversations

    Skills you'll gain: Employee Coaching, Coaching, Constructive Feedback, Employee Performance Management, Professional Development, Performance Management, Leadership Studies, Mentorship, Problem Solving, Leadership and Management, Empathy, Active Listening, Communication Strategies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    340 reviews

    Beginner · Course · 1 - 4 Weeks

  • 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

  • I

    Illinois Tech

    Operations and Process Management

    Skills you'll gain: Process Improvement, Process Management, Business Process, Business Process Management, Process Analysis, Business Process Improvement, Performance Improvement, Quality Improvement, Continuous Improvement Process, Process Mapping, Quality Management, Workflow Management, Operational Excellence, Return On Investment, Change Management, Performance Measurement, Risk Management, Business Technologies, Project Management, Pareto Chart

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    197 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Multistate Taxation

    Skills you'll gain: Tax Planning, Corporate Tax, Tax Management, Income Tax, Tax Laws, Sales Tax, Tax Compliance, Property and Real Estate, Case Law

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    62 reviews

    Intermediate · Course · 1 - 3 Months

  • J

    Johns Hopkins University

    Single Page Web Applications with AngularJS

    Skills you'll gain: Angular, JavaScript Frameworks, Unit Testing, Ajax, Cloud Applications, Web Applications, Web Components, Front-End Web Development, Web Development, Javascript, Model View Controller, Software Architecture, Hypertext Markup Language (HTML), UI Components, Software Design Patterns

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.9K reviews

    Intermediate · Course · 1 - 3 Months

  • J

    Johns Hopkins University

    Transportation, Sustainable Buildings, Green Construction

    Skills you'll gain: Architectural Design, Sustainable Development, Building Codes, Community Development, Land Development, Sustainable Architecture, Building Design, Sustainable Design, Sustainable Technologies, Construction, Climate Change Mitigation, Disabilities, Traffic Flow Optimization, Environmental Policy, Environmental Engineering, Policy Analysis, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    232 reviews

    Intermediate · Course · 1 - 4 Weeks

  • U

    Universidad de los Andes

    Fundamentos de probabilidad y aplicaciones

    Skills you'll gain: Probability, Probability Distribution, Applied Mathematics, Statistics, Risk Management, Risk Modeling, Combinatorics, Descriptive Statistics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    180 reviews

    Intermediate · Course · 1 - 4 Weeks

  • I

    Institut Mines-Télécom

    4G Network Fundamentals

    Skills you'll gain: Wireless Networks, Network Security, Network Architecture, Computer Networking, Mobile Security, Network Protocols, Telecommunications, Network Performance Management, Network Routing, Encryption, Capacity Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    134 reviews

    Intermediate · Course · 1 - 3 Months

  • E

    EDHEC Business School

    Building Strategic Foresight Capabilities

    Skills you'll gain: Systems Thinking, Strategic Thinking, Forecasting, Strategic Planning, Strategic Decision-Making, Stakeholder Engagement, Organizational Strategy, Complex Problem Solving, Business Transformation, Business Strategy, Trend Analysis, Innovation, Sustainable Development, Decision Making, Creativity, Emerging Technologies

    4.9
    Rating, 4.9 out of 5 stars
    ·
    251 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    University of Colorado System

    Palliative Care: It's Not Just Hospice Anymore

    Skills you'll gain: Pain Management, Hospice, Patient-centered Care, Patient Communication, Patient Education And Counseling, Care Management, Patient Evaluation, Patient Advocacy, Active Listening, Compassion, Treatment Planning, Healthcare Ethics, Respiratory Care, Empathy, Self-Awareness, Health Assessment, Psychiatric Assessments, Clinical Assessment, Care Coordination, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    504 reviews

    Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    Accounts Payable & Receivable Operations

    Skills you'll gain: Reconciliation, Accounts Payable, Accounts Receivable, Billing, Billing & Invoicing, Invoicing, QuickBooks (Accounting Software), Cash Flow Forecasting, Spreadsheet Software, Accounting Software, Fraud detection, Financial Controls, Auditing, Vendor Management, Internal Controls, Payment Processing, Cash Management, Document Management, Financial Reporting, Cash Flows

    3.1
    Rating, 3.1 out of 5 stars
    ·
    15 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Foundations of Project Management: Packt
  • Coaching Conversations: University of California, Davis
  • Automate tasks and processes with Jira: Coursera
  • Operations and Process Management: Illinois Tech
  • Multistate Taxation: University of Illinois Urbana-Champaign
  • Single Page Web Applications with AngularJS: Johns Hopkins University
  • Transportation, Sustainable Buildings, Green Construction: Johns Hopkins University
  • Fundamentos de probabilidad y aplicaciones: Universidad de los Andes
  • 4G Network Fundamentals: Institut Mines-Télécom
  • Building Strategic Foresight Capabilities: EDHEC Business School

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