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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: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Corporate Finance II: Financing Investments and Managing Risk

    Skills you'll gain: Credit Risk, Corporate Finance, Mergers & Acquisitions, Risk Management, Financial Management, Business Risk Management, Derivatives, Private Equity, Equities, Financial Analysis, Cash Flows, Capital Budgeting, Governance, Loans, Return On Investment

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    884 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    P

    PwC

    Problem Solving with Excel

    Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Spreadsheet Software, Data Validation, Complex Problem Solving, Data Analysis Software, Data Entry, Data Analysis, Statistical Analysis, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    5.5K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    I

    IBM

    Introduction to Project Management

    Skills you'll gain: Stakeholder Management, IT Management, Project Management, Project Coordination, Information Technology, Project Risk Management, Agile Project Management, Project Implementation, Project Management Life Cycle, Relationship Management, Agile Methodology, Project Planning, Communication

    4.8
    Rating, 4.8 out of 5 stars
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    2.3K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    C

    Corporate Finance Institute

    BI Essentials for Finance Analysts (Power BI Edition)

    Skills you'll gain: Data Analysis Expressions (DAX), Power BI, Snowflake Schema, Data Modeling, SQL, Dashboard, Microsoft Excel, Business Intelligence, Excel Formulas, Pivot Tables And Charts, Data Import/Export, Business Reporting, Databases, Interactive Data Visualization, Data Storytelling, Financial Statements, Data Manipulation, Data Transformation, Financial Analysis, Data Visualization

    4.8
    Rating, 4.8 out of 5 stars
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    325 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    R

    Real Madrid Graduate School Universidad Europea

    Power & Performance: Foundations of Nutrition and Training

    Skills you'll gain: Physical Stamina, Sports Medicine, Nutrition and Diet, Exercise Science, Nutritional Assessment, Nutrition Education, Clinical Nutrition, Athletic Training, Kinesiology, Performance Analysis, Physiology, Hydrology, Meal Planning And Preparation, Stress Management, Planning, Performance Reporting, Load Balancing, Coordination, Leadership, Health Technology

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Claves de la Dirección de Empresas

    Skills you'll gain: Strategic Marketing, Financial Statement Analysis, Income Statement, Financial Statements, People Management, Accounting, Balance Sheet, Financial Accounting, Product Marketing, Financial Acumen, Marketing, Accrual Accounting, Marketing Strategy and Techniques, Working Capital, Financial Analysis, Team Management, Organizational Leadership, Industrial and Organizational Psychology, Case Studies, Market Share

    4.8
    Rating, 4.8 out of 5 stars
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    3.5K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    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
    ·
    11K reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Decentralized Finance (DeFi): The Future of Finance

    Skills you'll gain: Blockchain, Loans, Lending and Underwriting, FinTech, Cyber Risk, Operational Risk, Scalability, Regulatory Compliance, Interoperability, Commercial Lending, Payment Systems, General Lending, Risk Management, Financial Inclusion, Derivatives, Key Management, Cryptography, Finance, Entrepreneurial Finance, Entrepreneurship

    4.8
    Rating, 4.8 out of 5 stars
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    2K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    Status: Free Trial
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    C

    Coursera

    Estimate Agile Work with Story Points

    Skills you'll gain: Sprint Planning, User Story, Project Estimation, Scrum (Software Development), Agile Project Management, Agile Methodology, Forecasting, Jira (Software), Project Management Software, Stakeholder Communications

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Build Project Timelines with Confidence

    Skills you'll gain: Timelines, Project Schedules, Project Management, Milestones (Project Management), Project Coordination, Scheduling, Project Scoping, Project Management Software, Project Planning, Dependency Analysis, Stakeholder Communications

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    U

    University of Colorado Boulder

    GradCO: Professional Development Course

    Skills you'll gain: Professional Networking, Intercultural Competence, Teamwork, LinkedIn, Intellectual Property, Collaboration, Professional Development, Communication, Productivity, Cultural Responsiveness, Accountability, Conflict Management, Self-Awareness, Personal Development, Interviewing Skills, Data Management, Planning, Resilience

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Influencing: Storytelling, Change Management and Governance

    Skills you'll gain: Risk Management Framework, Persuasive Communication, Storytelling, Influencing, Governance, Risk Management, Change Management, Organizational Change, Communication, Conflict Management, Leadership, Business Transformation, Risk Analysis, Negotiation, Operational Risk, Business Risk Management, Risk Mitigation, Intercultural Competence, Stakeholder Management, Process Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.6K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Corporate Finance II: Financing Investments and Managing Risk: University of Illinois Urbana-Champaign
  • Problem Solving with Excel : PwC
  • Introduction to Project Management : IBM
  • BI Essentials for Finance Analysts (Power BI Edition): Corporate Finance Institute
  • Power & Performance: Foundations of Nutrition and Training: Real Madrid Graduate School Universidad Europea
  • Claves de la Dirección de Empresas: IESE Business School
  • Generative AI for Program Managers: IBM
  • Decentralized Finance (DeFi): The Future of Finance: Duke University
  • Estimate Agile Work with Story Points: Coursera
  • Build Project Timelines with Confidence: Coursera

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