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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
    Free
    G

    Goldman Sachs

    Fundamentals of Business Finance, with Goldman Sachs 10,000 Women

    Skills you'll gain: Financial Statements, Financial Acumen, Financial Statement Analysis, Income Statement, Balance Sheet, Financial Analysis, Small Business Accounting, Business Acumen, Financial Accounting, Entrepreneurial Finance, Business Metrics, Business Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.4K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Alberta

    Software Product Management

    Skills you'll gain: Agile Software Development, Project Risk Management, Requirements Analysis, Agile Methodology, Kanban Principles, Risk Management, Project Planning, Requirements Elicitation, Sprint Retrospectives, Requirements Management, Functional Requirement, Business Requirements, Sprint Planning, Software Development Methodologies, Software Development Life Cycle, Scrum (Software Development), Software Technical Review, Risk Management Framework, Product Management, Project Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    12K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    Alex Genadinik

    Introduction to Stablecoins: How And When To Use Them

    Skills you'll gain: Market Liquidity, Payment Systems, Blockchain, Financial Analysis, Risk Management, Digital Assets, FinTech, Financial Regulation, Financial Trading, International Finance

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Simplilearn

    Controlling and Sustaining Improvement Training

    Skills you'll gain: Kanban Principles, Lean Six Sigma, Project Closure, Six Sigma Methodology, Return On Investment, Process Improvement, Lean Methodologies, Quality Improvement, Business Metrics, Production Process, Continuous Improvement Process, Operational Excellence, Statistical Process Controls, Workflow Management, Risk Control, Financial Analysis, Project Controls, Cost Benefit Analysis, Operational Analysis, Visual Design

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Master Partnership Accounting: Analyze, Apply & Evaluate

    Skills you'll gain: Financial Statements

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Engineering Project Management

    Skills you'll gain: Project Scoping, Communication Planning, Cost Management, Engineering 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, Project Management, Planning

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

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica de Chile

    Gestión Empresarial Exitosa para Pymes

    Skills you'll gain: People Management, Entrepreneurship, Accounting, Financial Management, Business Management, Team Management, Marketing, Customer experience strategy (CX), Finance, Financial Analysis, Business Planning, Innovation, Persona (User Experience), Recruitment

    4.8
    Rating, 4.8 out of 5 stars
    ·
    5.4K reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Analyze Mortgage-Backed Securities and Credit Risk

    Skills you'll gain: Financial Analysis, Analysis, Risk Management Framework, Risk Modeling, Lending and Underwriting, Portfolio Risk, Bank Regulations, Securities Trading, Market Liquidity, Cash Flows

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Analyze Financials: Balance, Budget, and Beyond

    Skills you'll gain: Variance Analysis, Financial Analysis, Financial Data, Financial Acumen, Analysis, Auditing, Financial Statements, Reconciliation, Business Communication, Business Analysis, Accounting, Financial Auditing, Accounting Records, Budgeting, Verification And Validation, Investigation, Business Strategy

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    Logical Operations

    Project Management: Teams, Procurements, and Execution

    Skills you'll gain: Vendor Management, Team Management, Project Management, Project Implementation, Vendor Relationship Management, Procurement, Team Building, Project Scoping, Scope Management, Conflict Management, Team Leadership, Agile Project Management, Project Risk Management, Project Planning, Leadership, Leadership Development, Change Control, Microsoft Office, Microsoft Excel, Microsoft Word

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    PwC

    Problem Solving with Excel

    Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Spreadsheet Software, Data Validation, Data Analysis Software, Data Analysis, Statistical Analysis, Financial Analysis, Data Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    5.5K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    HRCI

    Talent Acquisition

    Skills you'll gain: Talent Acquisition, Recruitment, Full Cycle Recruitment, Job Analysis, Recruitment Strategies, Employee Onboarding, Negotiation, Employee Retention, Talent Sourcing, Workforce Planning, Human Resources, Interviewing Skills, Labor Law, Diversity and Inclusion

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2K reviews

    Beginner · Course · 1 - 4 Weeks

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1…434445…418

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

  • Fundamentals of Business Finance, with Goldman Sachs 10,000 Women: Goldman Sachs
  • Software Product Management: University of Alberta
  • Introduction to Stablecoins: How And When To Use Them: Alex Genadinik
  • Controlling and Sustaining Improvement Training: Simplilearn
  • Master Partnership Accounting: Analyze, Apply & Evaluate: EDUCBA
  • Engineering Project Management: Rice University
  • Gestión Empresarial Exitosa para Pymes: Pontificia Universidad Católica de Chile
  • Analyze Mortgage-Backed Securities and Credit Risk: EDUCBA
  • Analyze Financials: Balance, Budget, and Beyond: Coursera
  • Project Management: Teams, Procurements, and Execution: Logical Operations

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