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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


  • K

    Knowledge Accelerators

    Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills

    Skills you'll gain: Data Presentation, Pivot Tables And Charts, Data Entry, Data Processing, Data Science, Organizational Skills, Business Analytics, Data Management, Business Intelligence, Microsoft 365, Productivity Software, Record Keeping, Customer Data Management, Productivity, Financial Analysis, Marketing Planning, Project Management, Event Planning

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Colorado System

    Pain Management: Easing Pain in Palliative Care

    Skills you'll gain: Pain Management, Care Management, Patient-centered Care, Hospice, Patient Evaluation, Treatment Planning, Patient Safety, Pharmacology, Medication Therapy Management, Clinical Assessment, Patient Communication, Physical Therapy, Substance Abuse, Mindfulness

    4.8
    Rating, 4.8 out of 5 stars
    ·
    193 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Global Strategy I: How The Global Economy Works

    Skills you'll gain: Cultural Diversity, International Relations, World History, Policy Analysis, Economics, Economic Development, Business, Business Strategy, Business Economics, Competitive Analysis, Risk Management, Business Development

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    301 reviews

    Beginner · Course · 1 - 4 Weeks

  • E

    EDUCBA

    ITIL V4 Introduction to Service Management Concept

    Skills you'll gain: Service Management, Information Technology Infrastructure Library, Service Improvement, IT Service Management, Practice Management, IT Management, Continuous Improvement Process, Business Process Management, Stakeholder Management, Incident Management, Governance, Change Management, Risk Management, Value Propositions

    4.7
    Rating, 4.7 out of 5 stars
    ·
    249 reviews

    Beginner · Course · 1 - 3 Months

  • K

    Kennesaw State University

    Cybersecurity Risk Management Frameworks

    Skills you'll gain: Risk Management, Cyber Governance, Cost Benefit Analysis, Security Management, Risk Management Framework, Vulnerability Management, Cyber Attacks, Cybersecurity, Threat Management, Cyber Risk, Operational Risk, Risk Analysis, Enterprise Risk Management (ERM), Business Risk Management, Risk Mitigation, Cyber Threat Intelligence, Vulnerability Assessments, ISO/IEC 27001, Threat Detection, Threat Modeling

    4.7
    Rating, 4.7 out of 5 stars
    ·
    203 reviews

    Beginner · Specialization · 3 - 6 Months

  • S

    SkillUp

    Program Management: Execution, Stakeholders & Governance

    Skills you'll gain: Stakeholder Management, Resource Allocation, Program Management, Change Management, Organizational Change, Governance, Cost Management, Earned Value Management, Team Building, Procurement, Project Management, Project Management Institute (PMI) Methodology, Financial Planning, Budgeting, Communication Strategies, Ethical Standards And Conduct

    4.8
    Rating, 4.8 out of 5 stars
    ·
    31 reviews

    Beginner · Course · 1 - 4 Weeks

  • G

    Google Cloud

    Líder de IA generativa (Generative AI Leader)

    Skills you'll gain: Prompt Engineering, Google Gemini, Responsible AI, Generative AI, Google Workspace, Google Cloud Platform, AI Workflows, AI Enablement, AI Orchestration, AI Product Strategy, Productivity Software, Large Language Modeling, Strategic Planning, Artificial Intelligence, Unstructured Data, Cloud Platforms, Workflow Management, Artificial Intelligence and Machine Learning (AI/ML), Cloud Computing, Collaboration

    4.9
    Rating, 4.9 out of 5 stars
    ·
    180 reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Minnesota

    Web and Mobile Testing with Selenium

    Skills you'll gain: Open Web Application Security Project (OWASP), Selenium (Software), Software Testing, Security Testing, Test Automation, Performance Testing, Functional Testing, Test Script Development, Test Tools, Test Execution Engine, Test Planning, Application Security, Mobile Development, Browser Compatibility

    3.7
    Rating, 3.7 out of 5 stars
    ·
    108 reviews

    Intermediate · Course · 1 - 4 Weeks

  • A

    Arizona State University

    Business English: Final Project

    Skills you'll gain: English Language, Marketing Materials, Business Planning, Management Reporting, Business Writing, Marketing Planning, Business Correspondence, Project Documentation, Financial Analysis, Budgeting, Business Communication, Presentations, Business Reporting

    4.4
    Rating, 4.4 out of 5 stars
    ·
    39 reviews

    Intermediate · Course · 1 - 3 Months

  • J

    Johns Hopkins University

    Foundations of Neuroscience

    Skills you'll gain: Marketing Psychology, Influencing, Case Studies, Persuasive Communication, Advertising, Marketing Communications, Consumer Behaviour, Decision Making, Marketing Effectiveness, Neurology, Behavioral Economics, Marketing, Psychology, Anatomy

    4.6
    Rating, 4.6 out of 5 stars
    ·
    39 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    University of Cape Town

    Teaching Children with Visual Impairment: Creating Empowering Classrooms

    Skills you'll gain: Visual Impairment Education, Differentiated Instruction, Teaching, Special Education, Curriculum Development, Adaptive Equipment, Disabilities, Working With Children, Empathy & Emotional Intelligence, Parent Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    197 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Agriculture as an Asset Class

    Skills you'll gain: Real Estate, Balance Sheet, Investments, Land Management, Risk Management, Asset Management, Financial Analysis, Financial Statements, Financial Services, Return On Investment, Tax Planning

    Intermediate · Course · 1 - 4 Weeks

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

  • Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills: Knowledge Accelerators
  • Pain Management: Easing Pain in Palliative Care: University of Colorado System
  • Global Strategy I: How The Global Economy Works: University of Illinois Urbana-Champaign
  • ITIL V4 Introduction to Service Management Concept: EDUCBA
  • Cybersecurity Risk Management Frameworks: Kennesaw State University
  • Program Management: Execution, Stakeholders & Governance: SkillUp
  • Líder de IA generativa (Generative AI Leader): Google Cloud
  • Web and Mobile Testing with Selenium: University of Minnesota
  • Business English: Final Project: Arizona State University
  • Foundations of Neuroscience: Johns Hopkins University

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