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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
    Free Trial
    I

    IE Business School

    The Marketing Plan

    Skills you'll gain: Marketing Planning, Business Planning, Marketing Strategies, Product Marketing, Go To Market Strategy, Marketing Strategy and Techniques, Case Studies, Planning, Target Market, Marketing Budgets, Marketing Analytics, Brand Strategy, Market Analysis, Competitive Analysis, Profit and Loss (P&L) Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    489 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    HRCI

    HRCI Human Resource Associate

    Skills you'll gain: Talent Acquisition, Training and Development, Compensation and Benefits, Training Programs, Recruitment, Employee Training, Full Cycle Recruitment, Job Analysis, Employee Performance Management, Compensation Management, Performance Appraisal, Job Evaluation, Developing Training Materials, Compensation Strategy, Performance Management, Human Resource Policies, Employee Relations, Occupational Safety And Health, Risk Management, Business Risk Management

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.1K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    E

    Erasmus University Rotterdam

    Principles of Sustainable Finance

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Business, Stakeholder Engagement, Sustainable Development, Corporate Sustainability, Risk Management, Climate Change Adaptation, Climate Change Mitigation, Sustainability Reporting, Finance, Asset Management, Banking

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.9K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Virginia

    Grow to Greatness: Smart Growth for Private Businesses, Part I

    Skills you'll gain: Growth Strategies, Business Planning, Business Strategy, Business Development, Strategic Thinking, Business Priorities, Entrepreneurship, Business Process, Planning, Value Propositions, Market Opportunities, Innovation, Business Intelligence, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    660 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Accounting Analysis I: Measurement and Disclosure of Assets

    Skills you'll gain: Inventory Accounting, Balance Sheet, Cash Management, Accounts Receivable, Financial Reporting, Depreciation, Financial Accounting, International Financial Reporting Standards, Generally Accepted Accounting Principles (GAAP), Accounting, Fixed Asset, Financial Statement Analysis, Ledgers (Accounting), Inventory Control, Asset Management, Investments, Internal Controls

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    231 reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Commonwealth Education Trust

    Foundations of Teaching for Learning: Curriculum

    Skills you'll gain: Curriculum Development, Teaching, Education and Training, Instructional and Curriculum Design, Course Development, Instructional Strategies, Pedagogy, Student-Centred Learning, Collaboration, Learning Theory, Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    518 reviews

    Mixed · Course · 1 - 3 Months

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

    Edureka

    Generative AI for Customer Service Automation

    Skills you'll gain: Miro AI, Customer Engagement, Responsible AI, AI Product Strategy, No-Code Development, Customer experience improvement, Email Automation, Customer Service, Customer Analysis, Automation, Generative AI, Customer Data Management, Customer Communications Management, Customer Relationship Management (CRM) Software, Customer Support, Workflow Management, Artificial Intelligence, Customer and Client Support, Agentic systems, Ethical Standards And Conduct

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Análisis Financiero

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Capital Budgeting, Project Finance, Cash Flows, Return On Investment, Financial Modeling, Cash Management, Investment Management, Working Capital, Capital Markets, Equities, Bankruptcies, Corporate Finance, Corporate Tax, Tax

    4.9
    Rating, 4.9 out of 5 stars
    ·
    709 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Fundamentals of Equities

    Skills you'll gain: Equities, Investments, Financial Statement Analysis, Financial Analysis, Balance Sheet, Financial Market, Business Metrics, Risk Management, Portfolio Management, Income Statement, Business Economics, Cash Flows

    4.3
    Rating, 4.3 out of 5 stars
    ·
    409 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Skillshare

    Master Photography & Affinity Photo Techniques

    Skills you'll gain: Photo Editing, Photography, Adobe Photoshop, Storytelling, Photo/Video Production and Technology, Landscape Architecture, Geographic Information Systems, Image Quality, Global Positioning Systems, Planning, Research, Adobe Creative Cloud, Timelines, Creative Thinking, Creativity, Design Elements And Principles, Color Theory, Critical Thinking, Editing

    3.4
    Rating, 3.4 out of 5 stars
    ·
    8 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    D

    Duke University

    Oil & Gas Industry Operations and Markets

    Skills you'll gain: Oil and Gas, Market Dynamics, Energy and Utilities, Transportation Operations, Operations, Production Process, Market Trend, Cost Estimation, Market Analysis, Natural Resource Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    Certified Business Analysis Professional™ (CBAP®)

    Skills you'll gain: Requirements Elicitation, Business Analysis, Backlogs, Requirements Management, Stakeholder Engagement, Business Process, User Story, Business Requirements, Requirements Analysis, Business Modeling, Business Risk Management, Business Intelligence, Business Strategies, Financial Analysis, Performance Measurement, Business Process Modeling, Systems Analysis, Root Cause Analysis, Business Planning, Stakeholder Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    321 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • The Marketing Plan: IE Business School
  • HRCI Human Resource Associate: HRCI
  • Principles of Sustainable Finance : Erasmus University Rotterdam
  • Grow to Greatness: Smart Growth for Private Businesses, Part I: University of Virginia
  • Accounting Analysis I: Measurement and Disclosure of Assets: University of Illinois Urbana-Champaign
  • Foundations of Teaching for Learning: Curriculum: Commonwealth Education Trust
  • Generative AI for Customer Service Automation : Edureka
  • Análisis Financiero: Pontificia Universidad Católica de Chile
  • Fundamentals of Equities: Interactive Brokers
  • Master Photography & Affinity Photo Techniques: Skillshare

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