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  • Financial Planning

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: Preview
    Preview
    U

    UNSW Sydney (The University of New South Wales)

    Learning to Teach Online

    Skills you'll gain: Teaching, Digital pedagogy, Learning Management Systems, Education Software and Technology, Planning, Technology Strategies, digital literacy, Technical Communication, Content Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management: The Basics for Success

    Skills you'll gain: Project Controls, Team Leadership, Project Planning, Team Performance Management, Team Management, Team Building, Project Management, Project Management Life Cycle, Project Schedules, Performance Reporting, Leadership, Management Reporting, Communication Planning, Stakeholder Management, Communication

    4.6
    Rating, 4.6 out of 5 stars
    ·
    11K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Excel Skills for Business

    Skills you'll gain: Excel Formulas, Dashboard, Microsoft Excel, Spreadsheet Software, Excel Macros, Data Preprocessing, Data Literacy, Data Validation, Data Manipulation, Data Presentation, Data Storytelling, Data Analysis Software, Microsoft Office, Data Analysis Expressions (DAX), Business Analytics, Pivot Tables And Charts, Financial Forecasting, Data Modeling, Analytical Skills, Advanced Analytics

    4.9
    Rating, 4.9 out of 5 stars
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    63K reviews

    Beginner · Specialization · 3 - 6 Months

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    Y

    Yale University

    Narrative Economics

    Skills you'll gain: Behavioral Economics, Storytelling, Data Storytelling, Economics, Economic Development, Financial Forecasting, Forecasting, Socioeconomics, Social Studies, Consumer Behaviour, Analysis, Complex Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
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    877 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management Principles and Practices

    Skills you'll gain: Cost Estimation, Work Breakdown Structure, Project Risk Management, Project Schedules, Project Performance, Estimation, Project Planning, Communication Planning, Quality Management, Change Control, Timelines, Project Management, Milestones (Project Management), Planning, Peer Review, Budgeting, Scheduling, Risk Analysis, Project Implementation, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
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    31K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    Status: Free Trial
    Free Trial
    C

    Coursera

    Agile Project Coordination

    Skills you'll gain: Project Schedules, Workflow Management, Sprint Planning, Agile Project Management, Scrum (Software Development), Project Management, Project Planning, Strategic Communication, Project Documentation, Communication Strategies, Agile Methodology, Stakeholder Communications, Process Improvement, Team Management, Risk Management, Change Management, Performance Management, Resource Management, Cross-Functional Collaboration, Data-Driven Decision-Making

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    McMaster University

    Finance for Everyone

    Skills you'll gain: Peer Review, Finance, Financial Market, Financial Analysis, Cash Flows, Financial Modeling, Capital Markets, Investments, Derivatives, Business Valuation, Financial Policy, Financial Data, Equities, Project Design, Market Dynamics, Risk Management, Business Mathematics, Market Trend, Credit Risk, Project Documentation

    4.7
    Rating, 4.7 out of 5 stars
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    1.4K reviews

    Beginner · Specialization · 3 - 6 Months

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

    EDUCBA

    Human Resource Management: Analyze & Apply

    Skills you'll gain: Human Capital, Human Resources, Talent Management, Workforce Planning, Talent Acquisition, Human Resource Strategy, Employee Performance Management, Performance Appraisal, Talent Recruitment, Labor Relations, Compensation and Benefits, Succession Planning, Workforce Management, Employee Training, Diversity and Inclusion, Occupational Safety And Health, Employee Engagement

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    Project Execution: Running the Project

    Skills you'll gain: Quality Management, Project Management Life Cycle, Project Closure, Project Management, Continuous Improvement Process, Process Improvement, Project Controls, Quality Assessment, Team Management, Data-Driven Decision-Making, Project Documentation, Stakeholder Communications, Risk Management, Technical Communication, Meeting Facilitation, Strategic Thinking

    4.8
    Rating, 4.8 out of 5 stars
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    10K reviews

    Beginner · Course · 1 - 3 Months

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    New
    Status: Free Trial
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    C

    Coursera

    PM Phases: Initiate, Plan, Execute

    Skills you'll gain: Project Closure, Risk Mitigation, Project Risk Management, Project Planning, Business Communication

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    P

    Pontificia Universidad Católica del Perú

    Propedéutico: Fundamentos para Posgrado en Negocios

    Skills you'll gain: Writing, Statistical Methods, Business Mathematics, Business Writing, Financial Analysis, Learning Strategies, Finance, Productivity, Artificial Intelligence, Business Economics, Business, Goal Setting, Responsible AI, Critical Thinking

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Generative AI for Program Managers

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Responsible AI, Program Management, Generative AI Agents, Data Ethics, Risk Management, Stakeholder Engagement, AI Enablement, Project Management Institute (PMI) Methodology, Stakeholder Analysis, Strategic Decision-Making, Business Risk Management, Stakeholder Management, Prototyping, Artificial Intelligence and Machine Learning (AI/ML), AI Workflows, Deep Learning

    4.7
    Rating, 4.7 out of 5 stars
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    11K reviews

    Intermediate · Specialization · 1 - 3 Months

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

  • Learning to Teach Online: UNSW Sydney (The University of New South Wales)
  • Project Management: The Basics for Success: University of California, Irvine
  • Excel Skills for Business: Macquarie University
  • Narrative Economics: Yale University
  • Project Management Principles and Practices: University of California, Irvine
  • Agile Project Coordination: Coursera
  • Finance for Everyone: McMaster University
  • Human Resource Management: Analyze & Apply: EDUCBA
  • Project Execution: Running the Project: Google
  • PM Phases: Initiate, Plan, Execute: Coursera

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