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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
    C

    Columbia University

    Advanced Topics in Derivative Pricing

    Skills you'll gain: Derivatives, Credit Risk, Financial Market, Portfolio Risk, Capital Markets, Risk Analysis, Risk Management, Market Dynamics, Portfolio Management, Financial Modeling, Operations Research, Mathematical Modeling, Probability Distribution, Applied Mathematics, Computer Programming

    4.4
    Rating, 4.4 out of 5 stars
    ·
    30 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Orden y manejo del tiempo

    Skills you'll gain: Organizational Skills, Time Management, Productivity, Administration, Calendar Management, Office Management, Ability To Meet Deadlines, Workflow Management, Business Process, Prioritization, Teamwork, Planning, Cleanliness, Goal Setting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    E

    EDHEC Business School

    Global Financing Solutions (by EDHEC and Société Générale)

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Mergers & Acquisitions, Capital Markets, Project Finance, Investment Banking, Financial Services, Corporate Finance, Loans, Asset Management, Sustainable Development, Derivatives

    4.7
    Rating, 4.7 out of 5 stars
    ·
    203 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Entrepreneurship I: Laying the Foundation

    Skills you'll gain: Entrepreneurship, Value Propositions, Fundraising and Crowdsourcing, Business Development, Business Modeling, Market Opportunities, Team Building, Market Analysis, Strategic Planning, Resource Management, Customer Analysis, Leadership

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    The Future of Payment Technologies

    Skills you'll gain: Payment Systems, Payment Processing, Financial Inclusion, FinTech, Mobile Banking, Emerging Technologies, Point of Sale, Transaction Processing, Security Controls, Innovation, Digital Assets, Value Propositions

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Michigan

    Mindware: Critical Thinking for the Information Age

    Skills you'll gain: Data Analysis, Analytical Skills, Experimentation, Critical Thinking, Research Design, Behavioral Economics, Decision Making, Regression Analysis, Statistical Inference, Probability, Correlation Analysis, Adaptability

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    Novartis

    Clinical Trials: Good Clinical Practice

    Skills you'll gain: Good Clinical Practices (GCP), Informed Consent, Institutional Review Board (IRB), Clinical Research Ethics, Clinical Research Coordination, Clinical Research, Clinical Trials, Clinical Data Management, Drug Development, Patient Education And Counseling, Record Keeping, Clinical Documentation, Regulatory Compliance, Document Management, Health Equity, Electronic Medical Record, Patient Communication, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    726 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Google Project Management (PT)

    Skills you'll gain: Quality Management, Backlogs, Project Closure, Project Planning, Team Leadership, Project Management Life Cycle, Agile Project Management, Communication Planning, Continuous Improvement Process, Process Improvement, Project Management, Budget Management, Stakeholder Analysis, Change Control, Project Controls, Scope Management, Project Schedules, Agile Methodology, Requirements Analysis, Change Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    2.6K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    Technion - Israel Institute of Technology

    From Idea to Startup

    Skills you'll gain: Business Planning, Value Propositions, Entrepreneurship, Ideation, Business Strategy, New Product Development, Risk Management, Product Development, Innovation, Communication, Business Risk Management, Persuasive Communication, Feasibility Studies, Verification And Validation, Interviewing Skills

    4.8
    Rating, 4.8 out of 5 stars
    ·
    780 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Cambridge

    Foundations of Finance

    Skills you'll gain: Cash Flow Forecasting, Financial Reporting, Cash Flows, Finance, Financial Management, Financial Acumen, Financial Statements, Risk Management, Return On Investment, Business Risk Management, Business Ethics, Stakeholder Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    43 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Strategising: Management for Global Competitive Advantage

    Skills you'll gain: Business Strategy, Design Thinking, Supply Chain, Strategic Thinking, Supply Chain Planning, Business Ethics, Supply Chain Management, Corporate Sustainability, Sustainable Business, Customer Analysis, Emerging Technologies, Strategic Marketing, Growth Strategies, Strategic Sourcing, Corporate Strategy, Environmental Social And Corporate Governance (ESG), Competitive Analysis, Sustainable Development, Digital Transformation, Innovation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.5K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    U.S. Federal Taxation

    Skills you'll gain: Corporate Tax, Tax Compliance, Depreciation, Income Tax, Tax Management, Liquidation, Property Accounting, Tax Preparation, Partnership Accounting, Corporate Accounting, Tax Planning, Tax Returns, Tax, Tax Laws, Fixed Asset, Real Estate Transactions, Capital Expenditure, Mergers & Acquisitions, Cost Benefit Analysis, Revenue Recognition

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    973 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Advanced Topics in Derivative Pricing: Columbia University
  • Orden y manejo del tiempo: Universidad Nacional Autónoma de México
  • Global Financing Solutions (by EDHEC and Société Générale): EDHEC Business School
  • Entrepreneurship I: Laying the Foundation: University of Illinois Urbana-Champaign
  • The Future of Payment Technologies: University of Michigan
  • Mindware: Critical Thinking for the Information Age : University of Michigan
  • Clinical Trials: Good Clinical Practice: Novartis
  • Google Project Management (PT): Google
  • From Idea to Startup: Technion - Israel Institute of Technology
  • Foundations of Finance: University of Cambridge

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