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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
    U

    University of Virginia

    Design Thinking

    Skills you'll gain: Brainstorming, Design Thinking, Innovation, Ideation, Stakeholder Analysis, Creative Thinking, User Research, Human Centered Design, Design Research, Open Mindset, Project Scoping, User Experience, Persona Development, Project Planning, Process Mapping, Value Engineering, Product Development, Growth Mindedness, Strategic Thinking, Creativity

    4.6
    Rating, 4.6 out of 5 stars
    ·
    283 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Investment Banking: M&A and Initial Public Offerings

    Skills you'll gain: Mergers & Acquisitions, Investment Banking, Private Equity, Financial Analysis, Capital Markets, Financial Statement Analysis, Business Valuation, Financial Modeling, Due Diligence, Negotiation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    95 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    BI Essentials for Finance Analysts (Tableau Edition)

    Skills you'll gain: Dashboard, Tableau Software, Interactive Data Visualization, Excel Formulas, Data Visualization Software, Data Modeling, Data Visualization, SQL, Data Presentation, E-Commerce, Databases, Data Manipulation, Data Storytelling, Data Analysis, Performance Analysis, Data Cleansing, Relational Databases, Business Intelligence, Data Transformation, Financial Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    98 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    T

    The University of Hong Kong

    University Teaching

    Skills you'll gain: Instructional Design, Curriculum Development, Lesson Planning, Pedagogy, Teaching, Course Development, Instructional Strategies, Student Engagement, Higher Education, Learning Theory

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.7K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    H

    HubSpot Academy

    Sales Training: Techniques for a Human-Centric Sales Process

    Skills you'll gain: Closing (Sales), Booking (Sales), Overcoming Objections, Sales Training, Sales Process, Sales Prospecting, HubSpot CRM, Sales, Inside Sales, Prospecting and Qualification, Sales Strategy, Consultative Selling, Customer Relationship Management (CRM) Software, Lead Generation, Negotiation, LinkedIn, Value Propositions, Professional Networking, Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    537 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Giving Helpful Feedback

    Skills you'll gain: Constructive Feedback, Recognizing Others, Team Motivation, Tactfulness, Performance Review, Performance Management, Employee Performance Management, Staff Management, Emotional Intelligence, Coaching, Creativity, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Lending, Crowdfunding, and Modern Investing

    Skills you'll gain: FinTech, Portfolio Management, Consumer Lending, Return On Investment, Lending and Underwriting, Financial Services, Risk Analysis, Investments, Fundraising and Crowdsourcing, Financial Market, Asset Management, Case Studies, Wealth Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    590 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Know Thyself - The Value and Limits of Self-Knowledge: The Unconscious

    Skills you'll gain: Self-Awareness, Child Development, Psychology, Behavioral Economics, Decision Making, Scientific Methods

    4.7
    Rating, 4.7 out of 5 stars
    ·
    824 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Management Strategy

    Skills you'll gain: Strategic Sourcing, Demand Planning, Procurement, Supplier Relationship Management, Supply Chain, Supply Chain Planning, Operational Efficiency, Customer Demand Planning, Supply Chain Management, Presentations, Operations, Logistics, Transportation Management, Forecasting, Inventory and Warehousing, Cost Reduction, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.2K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free
    Free
    C

    Columbia University

    The Age of Sustainable Development

    Skills you'll gain: Sustainable Development, Climate Change Mitigation, Socioeconomics, Community Development, Social Justice, Human Development, Environmental Science, Economics, Health Policy, Natural Resource Management, Public Health, Food Services, World History

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.1K reviews

    Mixed · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Cybersecurity Compliance Framework, Standards & Regulations

    Skills you'll gain: IT Service Management, Governance Risk Management and Compliance, Information Technology Infrastructure Library, Responsible AI, NIST 800-53, Information Technology, Regulatory Compliance, Auditing, Cybersecurity, Compliance Management, ISO/IEC 27001, Control Objectives for Information and Related Technology (COBIT), Security Controls, Artificial Intelligence, Open Web Application Security Project (OWASP), Risk Management, Payment Card Industry (PCI) Data Security Standards, General Data Protection Regulation (GDPR)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.5K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    T

    Technical University of Denmark (DTU)

    Global Environmental Management

    Skills you'll gain: Water Resource Management, Energy and Utilities, Environmental Engineering, Stormwater Management, Environment and Resource Management, Sustainable Technologies, Civil Engineering, Environmental Management Systems, Water Quality, Land Management, Sustainable Development, Cultural Sensitivity, Climate Change Adaptation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.2K reviews

    Intermediate · Course · 1 - 3 Months

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

  • Design Thinking: University of Virginia
  • Investment Banking: M&A and Initial Public Offerings: University of Illinois Urbana-Champaign
  • BI Essentials for Finance Analysts (Tableau Edition): Corporate Finance Institute
  • University Teaching: The University of Hong Kong
  • Sales Training: Techniques for a Human-Centric Sales Process: HubSpot Academy
  • Giving Helpful Feedback: University of Colorado Boulder
  • Lending, Crowdfunding, and Modern Investing: University of Pennsylvania
  • Know Thyself - The Value and Limits of Self-Knowledge: The Unconscious: The University of Edinburgh
  • Supply Chain Management Strategy: Rutgers the State University of New Jersey
  • The Age of Sustainable Development: Columbia University

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