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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


  • U

    University of Maryland, College Park

    Legal Aspects of Entrepreneurship

    Skills you'll gain: Intellectual Property, Commercial Laws, Risk Management, Business Risk Management, Entrepreneurship, Entrepreneurial Finance, Vendor Contracts, Legal Risk, Law, Regulation, and Compliance, Contract Negotiation, Contract Management, Contract Review, Business, Labor Law, Business Management, New Business Development, Business Strategy, Innovation, Regulation and Legal Compliance, Legal Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    268 reviews

    Beginner · Specialization · 3 - 6 Months

  • T

    The University of Melbourne

    Alternative Approaches to Valuation and Investment

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Portfolio Risk, Investments, Business Valuation, Capital Budgeting, Portfolio Management, Return On Investment, Risk Management, Finance, Risk Analysis, Corporate Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    318 reviews

    Mixed · Course · 1 - 4 Weeks

  • I

    IBM

    Getting Started with Front-End and Web Development

    Skills you'll gain: Application Development, User Interface and User Experience (UI/UX) Design, Web Design and Development, Front-End Web Development, No-Code Development, WordPress, Web Applications, Web Development, Full-Stack Web Development, Back-End Web Development, Content Management Systems

    4.6
    Rating, 4.6 out of 5 stars
    ·
    410 reviews

    Beginner · Course · 1 - 3 Months

  • G

    Goldman Sachs

    Digital Marketing Strategy with Goldman Sachs 10,000 Women

    Skills you'll gain: Social Media Campaigns, Social Media Marketing, Paid media, Digital Media Strategy, Online Advertising, Campaign Management, Search Engine Marketing, Digital Advertising, Digital Marketing, Pay Per Click Advertising, Marketing Strategy and Techniques, Owned Media, Marketing Planning, Earned Media, Marketing Design, Analytics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    945 reviews

    Mixed · Course · 1 - 4 Weeks

  • G

    Google Cloud

    Google Calendar

    Skills you'll gain: Google Workspace, Calendar Management, Setting Appointments, Collaborative Software, Organizational Skills, Productivity Software, Scheduling, Event Management, Data Sharing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    380 reviews

    Beginner · Course · 1 - 3 Months

  • I

    Illinois Tech

    Business & Technology

    Skills you'll gain: Responsible AI, Culture Transformation, Innovation, Organizational Change, Design Thinking, Business Transformation, Strategic Leadership, Product Lifecycle Management, Global Marketing, Entrepreneurship, Business Communication, Artificial Intelligence, Change Management, Organizational Leadership, Business Modeling, Generative AI, AI Product Strategy, Machine Learning, Business Strategy, Strategic Planning

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    107 reviews

    Intermediate · Specialization · 3 - 6 Months

  • M

    Microsoft

    Project Delivery in Business Analysis and Capstone Project

    Skills you'll gain: Software Development Life Cycle, Quality Management, Scrum (Software Development), Business Analysis, Requirements Management, Risk Management, Project Management, Project Risk Management, Business Process Improvement, Project Planning, Agile Methodology, User Acceptance Testing (UAT)

    4.8
    Rating, 4.8 out of 5 stars
    ·
    98 reviews

    Beginner · Course · 1 - 4 Weeks

  • F

    Fundação Instituto de Administração

    Macroeconomics for Business Management

    Skills you'll gain: International Finance, Business Economics, Economics, Market Dynamics, Business Planning, Business Strategy, Supply And Demand, Investments

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    455 reviews

    Beginner · Course · 1 - 4 Weeks

  • L

    Liberty Mutual Insurance

    Liberty Mutual Insurance Sales Agent

    Skills you'll gain: Insurance, Insurance Policies, Closing (Sales), Insurance Sales, Overcoming Objections, Sales Prospecting, Productivity, Prospecting and Qualification, Verbal Communication Skills, Workers Compensation, Storytelling, Risk Management, Customer Relationship Building, Customer Retention, Sales Presentation, Communication, Underwriting, Consultative Selling, Commercial Laws, Product Knowledge

    4.5
    Rating, 4.5 out of 5 stars
    ·
    63 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • U

    Universidad de Palermo

    Plan de Negocios

    Skills you'll gain: Business Planning, Market Analysis, Value Propositions, Project Planning, Business Strategy, Market Opportunities, Risk Analysis, Financial Forecasting, Competitive Analysis, Business Risk Management, Financial Analysis, Decision Making, Organizational Structure

    4.6
    Rating, 4.6 out of 5 stars
    ·
    151 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    Universidad de los Andes

    Hacer negocios en América Latina

    Skills you'll gain: Social Studies, Business Strategy, Innovation, International Finance, Financial Market, Global Marketing, World History, Economics, Business Economics, Business Development, Economic Development, Entrepreneurship, Corporate Sustainability, Socioeconomics, Business Ethics, Strategic Partnership, New Business Development, Sustainable Business, Corporate Strategy, Business Modeling

    4.8
    Rating, 4.8 out of 5 stars
    ·
    510 reviews

    Beginner · Specialization · 1 - 3 Months

  • U

    University of Michigan

    Green Skills for a Sustainable and Just Future

    Skills you'll gain: Sustainable Development, Social Justice, Sustainable Systems, Geographic Information Systems, Organizational Change, Sustainable Business, Environmental Policy, Environmental Regulations, Geospatial Mapping, Culture Transformation, Organizational Effectiveness, Sustainability Reporting, Spatial Data Analysis, Environmental Social And Corporate Governance (ESG), Environmental Issue, Strategic Leadership, Leadership, Collaboration, Financial Analysis, Critical Thinking

    4.7
    Rating, 4.7 out of 5 stars
    ·
    56 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Legal Aspects of Entrepreneurship: University of Maryland, College Park
  • Alternative Approaches to Valuation and Investment: The University of Melbourne
  • Getting Started with Front-End and Web Development: IBM
  • Digital Marketing Strategy with Goldman Sachs 10,000 Women: Goldman Sachs
  • Google Calendar: Google Cloud
  • Business & Technology: Illinois Tech
  • Project Delivery in Business Analysis and Capstone Project: Microsoft
  • Macroeconomics for Business Management: Fundação Instituto de Administração
  • Liberty Mutual Insurance Sales Agent: Liberty Mutual Insurance
  • Plan de Negocios: Universidad de Palermo

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