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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


  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Entrepreneurship

    Skills you'll gain: Ideation, Entrepreneurship, Value Propositions, Presentations, Entrepreneurial Finance, Innovation, New Product Development, Product Development, Business Planning, New Business Development, Business Risk Management, Business Modeling, Financial Analysis, Business Communication

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Geneva

    Supervision du raisonnement clinique

    Skills you'll gain: Clinical Supervision, Supervision, Patient Evaluation, Clinical Practices, Constructive Feedback, Clinical Assessment, Diagnostic Tests, Train The Trainer, Coaching, Cognitive flexibility, Collaboration, Teamwork, Patient-centered Care

    4.8
    Rating, 4.8 out of 5 stars
    ·
    94 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Evaluating User Interfaces

    Skills you'll gain: Usability Testing, User Interface (UI), Usability, User Research, UI/UX Research, Human Computer Interaction, User Experience Design, User Centered Design, Test Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    272 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Cape Town

    How Entrepreneurs in Emerging Markets can master the Blockchain Technology

    Skills you'll gain: Blockchain, Cryptography, FinTech, Emerging Technologies, Ledgers (Accounting), Machine Learning, Financial Data, Artificial Intelligence, Financial Systems, Supervised Learning, Information Privacy, Personally Identifiable Information, Entrepreneurship, Technology Strategies, Accounting Systems, Unsupervised Learning, Data Integrity, Distributed Computing, Reinforcement Learning, Feasibility Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    44 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Management Fundamentals

    Skills you'll gain: People Management, Employee Performance Management, Leadership and Management, Decision Making, Organizational Change, Organizational Structure, Performance Appraisal, Team Motivation, Diversity Equity and Inclusion Initiatives, Compensation Management, Job Analysis, Recruitment, Leadership, Change Management, Constructive Feedback

    4.7
    Rating, 4.7 out of 5 stars
    ·
    524 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Create a Mortgage Calculator in Excel

    Skills you'll gain: Financial Data, Microsoft Excel, Spreadsheet Software, Excel Formulas, Microsoft 365, Financial Modeling, Mortgage Loans, Timelines

    4.3
    Rating, 4.3 out of 5 stars
    ·
    30 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: New
    New
    Status: Preview
    Preview
    I

    INSEAD

    Blockchain Applications in Fintech

    Skills you'll gain: Blockchain, FinTech, Digital Assets, Financial Services, Payment Systems, Financial Regulation, International Finance, Emerging Technologies, Asset Management, Artificial Intelligence, Regulation and Legal Compliance, Insurance

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidade de São Paulo

    Planejamento e controle da produção: fundamentos e modelagem

    Skills you'll gain: Production Planning, Production Process, Manufacturing Operations, Lean Manufacturing, Resource Planning, Inventory Control, Supply Chain Planning, Inventory Management System, Material Requirements Planning, Capacity Planning, Operations Management, Scheduling, Operational Efficiency, Time Series Analysis and Forecasting, Demand Planning, Forecasting, Transportation Operations, Business Operations

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Toronto

    Knowledge and Skills for Dementia Care: the SSLD Approach

    Skills you'll gain: Gerontology, Long Term Care, Geriatrics, Caregiving, Nursing Homes, Dignity in Care, Home Health Care, Mental and Behavioral Health, Psychiatric And Mental Health Nursing, Psychosocial Assessments, Care Management, Substance Abuse, Patient-centered Care, Informed Consent, Cultural Sensitivity, Behavior Management, Needs Assessment

    4.6
    Rating, 4.6 out of 5 stars
    ·
    126 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    The Need for Systems Engineering

    Skills you'll gain: Model Based Systems Engineering, Systems Engineering, Requirements Analysis, Test Engineering, Systems Thinking, Systems Architecture, Test Planning, Systems Analysis, Functional Requirement, Risk Management Framework, System Testing, System Requirements, Verification And Validation

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    87 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentos de la Financiación con Goldman Sachs 10,000 Women

    Skills you'll gain: Grant Applications, Entrepreneurship, Business Strategy, Financial Analysis, Business Development, Finance, Loans, Fundraising, Growth Strategies, Financial Management, Stakeholder Communications, Financial Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    16 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Assimilating into Your New Job

    Skills you'll gain: Employee Onboarding, Relationship Building, Strategic Planning, Planning, Team Oriented, Goal Setting, Expectation Management, Conscientiousness, Professionalism, Adaptability, Communication, Business Writing

    4.6
    Rating, 4.6 out of 5 stars
    ·
    61 reviews

    Beginner · Guided Project · Less Than 2 Hours

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

  • Entrepreneurship: Fundação Instituto de Administração
  • Supervision du raisonnement clinique: University of Geneva
  • Evaluating User Interfaces: University of Minnesota
  • How Entrepreneurs in Emerging Markets can master the Blockchain Technology: University of Cape Town
  • Management Fundamentals: University of Pennsylvania
  • Create a Mortgage Calculator in Excel: Coursera
  • Blockchain Applications in Fintech: INSEAD
  • Planejamento e controle da produção: fundamentos e modelagem: Universidade de São Paulo
  • Knowledge and Skills for Dementia Care: the SSLD Approach : University of Toronto
  • The Need for Systems Engineering: University of Colorado Boulder

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