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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


  • C

    Coursera

    Present Compelling Data Stories with Excel

    Skills you'll gain: Data Storytelling, Data Presentation, Peer Review, Dashboard, Data Visualization, Microsoft Excel, Data-Driven Decision-Making, Presentations, Pivot Tables And Charts, Data Visualization Software, Business Intelligence, Constructive Feedback, Financial Reporting, Business, Stakeholder Communications, Case Studies

    Intermediate · Course · 1 - 4 Weeks

  • K

    Kennesaw State University

    Growing Your Core Business with Jagdish Sheth

    Skills you'll gain: Market Opportunities, Growth Strategies, Corporate Strategy, Business Development, Business Strategy, Strategic Marketing, Market Analysis, New Product Development, Portfolio Management, Case Studies, Cash Flows, Financial Analysis

    Beginner · Course · 1 - 4 Weeks

  • R

    Rice University

    Engineering Project Management

    Skills you'll gain: Project Scoping, Communication Planning, Cost Management, Scope Management, Project Estimation, Project Schedules, Earned Value Management, Scheduling, Team Management, Quality Assurance, Stakeholder Management, Work Breakdown Structure, Risk Management, Organizational Structure, Procurement, Project Risk Management, Project Documentation, Requirements Management, Project Management, Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Pennsylvania

    Fundamentals of Finance

    Skills you'll gain: Portfolio Management, Equities, Corporate Finance, Return On Investment, Financial Analysis, Portfolio Risk, Financial Management, Business Valuation, Financial Market, Investments, Cash Flows, Business Mathematics

    4
    Rating, 4 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Plan Email Projects Fast

    Beginner · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Analyze Investment Banking Operations, Risk & Regulation

    Skills you'll gain: Risk Analysis, Financial Regulation, Bank Regulations, Operational Analysis, Securities Trading

    Beginner · Course · 1 - 3 Months

  • I

    IBM

    Introduction to Agile Development and Scrum

    Skills you'll gain: User Story, Agile Software Development, Scrum (Software Development), Agile Methodology, Kanban Principles, Backlogs, Sprint Retrospectives, Agile Project Management, Workflow Management, Sprint Planning, Team Management, Product Requirements, Lean Methodologies, Performance Measurement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.7K reviews

    Beginner · Course · 1 - 4 Weeks

  • T

    The Hong Kong University of Science and Technology

    FinTech: Finance Industry Transformation and Regulation

    Skills you'll gain: FinTech, Financial Regulation, Business Continuity Planning, Compliance Management, Disaster Recovery, Financial Regulations, Operational Risk, Bank Regulations, Risk Management, Business Risk Management, Financial Industry Regulatory Authorities, Financial Services, Governance, IT Management, Information Assurance, Market Trend, Internal Controls, Emerging Technologies, Banking, Blockchain

    4.7
    Rating, 4.7 out of 5 stars
    ·
    974 reviews

    Beginner · Specialization · 3 - 6 Months

  • E

    EDUCBA

    Analyze Investment Banking Concepts and Valuation Strategies

    Skills you'll gain: Investment Banking, Mergers & Acquisitions, Private Equity, Business Valuation, Financial Analysis, Risk Analysis, Financial Modeling, Capital Markets, Underwriting, Equities, Securities Trading, Financial Forecasting, Corporate Finance, Organizational Structure, Derivatives

    Beginner · Course · 1 - 3 Months

  • D

    Deep Teaching Solutions

    Aprendendo a aprender: ferramentas mentais poderosas para ajudá-lo a dominar assuntos difíceis (em Português) [Learning How to Learn]

    Skills you'll gain: Productivity, Lifelong Learning, Learning Strategies, Time Management, Willingness To Learn, Mental Concentration, Problem Solving, Overcoming Obstacles, Creative Thinking, Persistence, Cognitive flexibility, Stress Management, Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    4.2K reviews

    Beginner · Course · 1 - 3 Months

  • U

    Università Bocconi

    Private Equity and Venture Capital

    Skills you'll gain: Private Equity, Business Valuation, Entrepreneurial Finance, Mergers & Acquisitions, Investments, Financial Management, Legal Risk, Financial Modeling, Tax Laws, Entrepreneurship, Due Diligence, Negotiation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9.1K reviews

    Mixed · Course · 1 - 3 Months

  • A

    Alex Genadinik

    Introduction To Cryptocurrency For People Who Never Used It

    Skills you'll gain: Blockchain, Digital Assets, Cryptography, Security Awareness, Payment Systems, FinTech, Emerging Technologies, Cybersecurity, Investments, Transaction Processing

    Mixed · Course · 1 - 4 Weeks

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

  • Present Compelling Data Stories with Excel: Coursera
  • Growing Your Core Business with Jagdish Sheth: Kennesaw State University
  • Engineering Project Management: Rice University
  • Fundamentals of Finance: University of Pennsylvania
  • Plan Email Projects Fast: Coursera
  • Analyze Investment Banking Operations, Risk & Regulation: EDUCBA
  • Introduction to Agile Development and Scrum: IBM
  • FinTech: Finance Industry Transformation and Regulation: The Hong Kong University of Science and Technology
  • Analyze Investment Banking Concepts and Valuation Strategies: EDUCBA
  • Aprendendo a aprender: ferramentas mentais poderosas para ajudá-lo a dominar assuntos difíceis (em Português) [Learning How to Learn]: Deep Teaching Solutions

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