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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


  • Y

    Yale University

    The Global Financial Crisis

    Skills you'll gain: Crisis Management, Financial Policy, Mortgage Loans, Financial Regulation, Financial Systems, Public Policies, Credit Risk, Risk Management Framework, Financial Market, Consumer Lending, International Finance, Banking, Financial Analysis, Economics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.3K reviews

    Mixed · Course · 3 - 6 Months

  • C

    Creo Incubator

    Financial Literacy & Fundraising Readiness

    Skills you'll gain: Entrepreneurial Finance, Accounting, Financial Analysis, Financial Statements, Mergers & Acquisitions, Financial Modeling, Business Valuation, Financial Forecasting, Investments, Entrepreneurship, Fundraising

    Intermediate · Course · 1 - 4 Weeks

  • G

    Google

    Project Planning: Putting It All Together

    Skills you'll gain: Project Management, Project Planning, Project Risk Management, Communication Planning, Project Documentation, Milestones (Project Management), Risk Management, Cost Management, Budgeting, Estimation, Timelines, Procurement, Technical Communication, Strategic Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15K reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Michigan

    Financial Technology (Fintech) Innovations

    Skills you'll gain: Payment Systems, FinTech, Blockchain, Payment Processing, Financial Inclusion, Mobile Banking, Emerging Technologies, Investment Management, Wealth Management, Asset Management, Investments, Fundraising, Banking, Capital Markets, Consumer Lending, Credit Risk, Financial Trading, Portfolio Management, Financial Systems, Market Dynamics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • R

    Rice University

    Engineering Project Management: Initiating and Planning

    Skills you'll gain: Communication Planning, Stakeholder Management, Organizational Structure, Project Documentation, Project Management, Project Management Life Cycle, Stakeholder Analysis, Project Scoping, Planning, Project Planning, Requirements Management, Financial Analysis, Business Analysis, Case Studies, Peer Review

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.5K reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Program Procurement Planning with ClickUp

    Skills you'll gain: Program Management, Agile Methodology, Business Planning, Project Planning, Innovation, Diagram Design, Strategic Planning, Procurement, Workflow Management

    4.4
    Rating, 4.4 out of 5 stars
    ·
    17 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • U

    University of Colorado Boulder

    Project Planning and Machine Learning

    Skills you'll gain: Machine Learning Algorithms, Big Data, Product Development, Data Preprocessing, Analytics, File Systems, New Product Development, Data Analysis, Machine Learning, Internet Of Things, Supervised Learning, Product Planning, Unsupervised Learning, Data Storage, Project Planning, Systems Of Measurement, Staff Management

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    132 reviews

    Intermediate · Course · 1 - 4 Weeks

  • J

    Johns Hopkins University

    Leadership in Action and Planning

    Skills you'll gain: Strategic Leadership, Strategic Planning, Leadership, Business Planning, Organizational Change, Business Strategy, Planning, Strategic Decision-Making, Collaboration, Organizational Leadership, Change Management, Relationship Building, Influencing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    15 reviews

    Intermediate · Course · 1 - 4 Weeks

  • L

    L&T EduTech

    Planning of Metro Rail Systems

    Skills you'll gain: Construction Engineering, Civil Engineering, Electrical Systems, Transportation Operations, Building Information Modeling, Construction Management, Structural Engineering, Architectural Design, Quality Assurance, Planning, Emerging Technologies, Safety Standards

    4.6
    Rating, 4.6 out of 5 stars
    ·
    18 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Digital Content Planning and Management

    Skills you'll gain: Content Management, Digital Content, Target Audience, Content Strategy, Web Content, Digital Media Strategy, Marketing Planning, Content Performance Analysis, Content Creation, Content Marketing, Governance, Auditing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    89 reviews

    Beginner · Course · 1 - 3 Months

  • L

    L&T EduTech

    Project Management - Initiation and Planning

    Skills you'll gain: Scope Management, Work Breakdown Structure, Project Scoping, Feasibility Studies, Project Management Life Cycle, Contract Management, Change Control, Project Management, Change Management, Claims Processing, Project Planning, Organizational Structure, Project Implementation, Bidding

    4.8
    Rating, 4.8 out of 5 stars
    ·
    35 reviews

    Intermediate · Course · 1 - 4 Weeks

  • A

    Amazon Web Services

    Planning a Generative AI Project

    Skills you'll gain: Generative AI, AI Product Strategy, AI Enablement, Risking, Communication

    4.5
    Rating, 4.5 out of 5 stars
    ·
    160 reviews

    Beginner · Course · 1 - 4 Weeks

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1…161718…443

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

  • The Global Financial Crisis: Yale University
  • Financial Literacy & Fundraising Readiness: Creo Incubator
  • Project Planning: Putting It All Together: Google
  • Financial Technology (Fintech) Innovations: University of Michigan
  • Engineering Project Management: Initiating and Planning: Rice University
  • Program Procurement Planning with ClickUp: Coursera
  • Project Planning and Machine Learning: University of Colorado Boulder
  • Leadership in Action and Planning: Johns Hopkins University
  • Planning of Metro Rail Systems: L&T EduTech
  • Digital Content Planning and Management: University of Illinois Urbana-Champaign

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