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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 Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Accounting for Mergers and Acquisitions: Foundations

    Skills you'll gain: Mergers & Acquisitions, Intercompany Accounting, Financial Accounting, Investments, Business Valuation, Accounting, Financial Statement Analysis, Financial Reporting, Consolidation, Business

    4.7
    Rating, 4.7 out of 5 stars
    ·
    50 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Advancing Women in Tech

    Real-World Product Management

    Skills you'll gain: Product Roadmaps, Product Management, Customer Retention, Cross-Functional Team Leadership, Technical Product Management, Professional Networking, Financial Analysis, Product Strategy, Product Requirements, Engineering Management, Product Development, Product Lifecycle Management, New Product Development, Innovation, Team Leadership, Artificial Intelligence and Machine Learning (AI/ML), User Experience Design, Design, Performance Management, Interviewing Skills

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    930 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Create Compelling Business Cases

    Skills you'll gain: Risk Management, Proposal Writing, Business Ethics, Business Research, Business Writing, Return On Investment, Financial Analysis, Financial Acumen, Business Analysis, Decision Making

    3.3
    Rating, 3.3 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Investing: Setting Standards & Conducting Analysis

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Development, Corporate Sustainability, Sustainability Standards, Environmental Regulations, Regulatory Compliance, Risk Analysis, Investments, Social Impact, Water Sustainability, Portfolio Management, Financial Market, Financial Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    72 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    B

    Birla Institute of Technology & Science, Pilani

    Basic Electronics

    Skills you'll gain: Electronic Systems, Semiconductors, Basic Electrical Systems, Electrical Engineering, Electronics, Electronic Components, Electronics Engineering, Power Electronics, Electrical Systems, Engineering Analysis, Network Analysis, Engineering Calculations, Control Systems, Applied Mathematics

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    I

    IESE Business School

    Claves para Gestionar Personas

    Skills you'll gain: Human Resource Policies, Human Resources Management and Planning, People Management, Talent Management, Compensation Management, Compensation Strategy, Recruitment, Talent Recruitment, Employee Performance Management, Performance Appraisal, Leadership Development, Leadership, Persona (User Experience)

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.4K reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    G

    Google Cloud

    Préparer la certification PCSE

    Skills you'll gain: Network Security, Cloud Security, Network Planning And Design, Identity and Access Management, DevSecOps, Continuous Monitoring, Computer Networking, Payment Card Industry (PCI) Data Security Standards, Firewall, Security Controls, Data Loss Prevention, Application Security, Role-Based Access Control (RBAC), Data Security, Virtual Private Networks (VPN), Virtual Networking, Cloud Computing Architecture, CI/CD, Key Management, Encryption

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    How to create a Jira SCRUM project

    Skills you'll gain: Jira (Software), Sprint Planning, Backlogs, Scrum (Software Development), User Story, Agile Methodology, Agile Project Management, Workflow Management, Run Chart, Project Planning, Project Management, Prioritization, Dependency Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    491 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Packt

    APIs, Projects & Deployment

    Skills you'll gain: Restful API, API Design, GitHub, Git (Version Control System), Postman API Platform, Application Programming Interface (API), Application Deployment, Node.JS, API Testing, Web Development, Server Side, Full-Stack Web Development, Back-End Web Development, Web Applications, Front-End Web Development

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Parallel, Concurrent, and Distributed Programming in Java

    Skills you'll gain: Apache Kafka, Apache Spark, Apache Hadoop, Distributed Computing, Dataflow, Java Programming, Java, Software Architecture, Systems Architecture, Scala Programming, Data Structures, System Programming, Programming Principles, Servers, Application Frameworks, Debugging, Algorithms, Performance Tuning, Functional Design, Performance Testing

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.6K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Programación y presupuesto del proyecto

    Skills you'll gain: Cost Management, Project Controls, Project Schedules, Project Performance, Earned Value Management, Cost Estimation, Project Estimation, Budget Management, Timelines, Scheduling, Project Planning, Cost Control, Microsoft Project, Budgeting, Performance Measurement, Resource Allocation, Key Performance Indicators (KPIs), Performance Analysis, Estimation, Resource Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.6K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    B

    Board Infinity

    AI & Automation for Supply Chain Resilience

    Skills you'll gain: Inventory and Warehousing, Supply Chain Management, Business Continuity, Forecasting, Predictive Analytics, Logistics, Automation, Logistics Management, Real Time Data, Risk Mitigation, Risk Management, Case Studies, Business Ethics, Anomaly Detection, Artificial Intelligence and Machine Learning (AI/ML), Artificial Intelligence

    Beginner · Course · 1 - 4 Weeks

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

  • Accounting for Mergers and Acquisitions: Foundations: University of Illinois Urbana-Champaign
  • Real-World Product Management: Advancing Women in Tech
  • Create Compelling Business Cases: Coursera
  • ESG Investing: Setting Standards & Conducting Analysis: Interactive Brokers
  • Basic Electronics: Birla Institute of Technology & Science, Pilani
  • Claves para Gestionar Personas: IESE Business School
  • Préparer la certification PCSE: Google Cloud
  • How to create a Jira SCRUM project: Coursera
  • APIs, Projects & Deployment: Packt
  • Parallel, Concurrent, and Distributed Programming in Java: Rice University

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