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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • 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: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnKartS

    Agile Project Management Frameworks and Methodologies

    Skills you'll gain: Agile Project Management, Agile Software Development, Agile Methodology, Sprint Retrospectives, Project Controls, Project Scoping, Project Management Life Cycle, Sprint Planning, Project Management, User Story, Project Documentation, Scope Management, Change Control, Waterfall Methodology, Lean Methodologies, Prioritization

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Learn English: Advanced Academic Speaking and Listening

    Skills you'll gain: Verbal Communication Skills, Presentations, Public Speaking, Discussion Facilitation, Non-Verbal Communication, Oral Comprehension, English Language, Peer Review, Active Listening, Communication, Social Skills, Constructive Feedback, Interpersonal Communications, Persuasive Communication, Driving engagement, Student Engagement, Collaboration, Planning, Critical Thinking, Vocabulary

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.4K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    New Venture Finance: Startup Funding for Entrepreneurs

    Skills you'll gain: Entrepreneurial Finance, Sales Presentation, Entrepreneurship, Capital Markets, Finance, Fundraising, Private Equity, Business Valuation, Contract Negotiation, Financial Modeling, Investments, Due Diligence, Business Planning, Cash Flows, Presentations, Storytelling

    4.6
    Rating, 4.6 out of 5 stars
    ·
    495 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Stock Valuation with Dividend Discount Model

    Skills you'll gain: Equities, Business Valuation, Market Data, Financial Analysis, Financial Modeling, Financial Data

    4.5
    Rating, 4.5 out of 5 stars
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    193 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: New
    New
    Status: Free Trial
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    L

    LearnQuest

    Transforming Sales Impact for Sustainable Growth

    Skills you'll gain: Account Strategy, Account Management, Marketing Analytics, Return On Investment, Sales Management, Sales Strategy, Risk Management, Loyalty Programs, Customer Advocacy, Sales, Digital Transformation, Business Risk Management, Business Metrics, Business Transformation, Innovation, Telecommuting, Virtual Teams, Customer Relationship Building

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    Computer Networks and Network Security

    Skills you'll gain: Networking Hardware, TCP/IP, Network Security, Network Protocols, Endpoint Detection and Response, Network Routing, Cybersecurity, Local Area Networks, Dynamic Host Configuration Protocol (DHCP), Firewall, General Networking, Information Systems Security, Intrusion Detection and Prevention, Endpoint Security, Network Infrastructure, Network Planning And Design, Wireless Networks, Security Information and Event Management (SIEM), Network Analysis, Data Loss Prevention

    4.7
    Rating, 4.7 out of 5 stars
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    3.5K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    Dynamics 365 Business Central Development Quick Start

    Skills you'll gain: Enterprise Resource Planning, Microsoft Power Platform, Microsoft Azure, Development Environment, Application Deployment, Microsoft 365, Docker (Software), Virtual Environment, Software As A Service, Integrated Development Environments, Cloud Deployment, Serverless Computing, Git (Version Control System), Business Development

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Scrum Master (PSM I) Certification Preparation

    Skills you'll gain: Project Management Institute (PMI) Methodology, Project Management, Scaled Agile Framework, Employee Coaching, Kanban Principles, Change Management, Project Documentation, Portfolio Management, Product Improvement, Project Planning, Conflict Management, Job Analysis, Quality Assessment, Risk Management, Performance Analysis, Analysis, Estimation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    513 reviews

    Advanced · Specialization · 3 - 6 Months

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

    LearnKartS

    Certified Cloud Security Professional Exam Prep

    Skills you'll gain: Threat Modeling, Cloud Security, Cyber Threat Intelligence, Open Web Application Security Project (OWASP), Data Governance, Security Information and Event Management (SIEM), Cloud Computing Architecture, Incident Response, Identity and Access Management, Cloud Infrastructure, AWS Identity and Access Management (IAM), MITRE ATT&CK Framework, Business Continuity Planning, Cyber Threat Hunting, Data Management, Virtual Machines, System Monitoring, Network Monitoring, Zero Trust Network Access, Disaster Recovery

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Introduction to Operations Management

    Skills you'll gain: Operations Management, Operational Efficiency, Process Analysis, Process Management, Process Improvement, Lean Methodologies, Workflow Management, Continuous Improvement Process, Capacity Planning, Quality Management, Supply Chain Management, Inventory Management System, Statistical Process Controls, Process Flow Diagrams, Root Cause Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    2.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Habilidades Gerenciales

    Skills you'll gain: Delegation Skills, Supervision, Creative Thinking, Organizational Skills, Management Training And Development, Cognitive flexibility, Organizational Strategy, Leadership Development, Strategic Planning, Team Leadership, Leadership, Empathy & Emotional Intelligence, Critical Thinking and Problem Solving, Emotional Intelligence, Quality Management, Organizational Leadership, Time Management, Brainstorming, Business Planning, Coaching

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6.7K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Análisis Financiero: Pontificia Universidad Católica de Chile
  • Agile Project Management Frameworks and Methodologies: LearnKartS
  • Learn English: Advanced Academic Speaking and Listening: University of California, Irvine
  • New Venture Finance: Startup Funding for Entrepreneurs: University of Maryland, College Park
  • Stock Valuation with Dividend Discount Model: Coursera
  • Transforming Sales Impact for Sustainable Growth: LearnQuest
  • Computer Networks and Network Security: IBM
  • Dynamics 365 Business Central Development Quick Start: Packt
  • Scrum Master (PSM I) Certification Preparation: SkillUp
  • Certified Cloud Security Professional Exam Prep: LearnKartS

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