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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

    IESE Business School

    Communicating with Presence

    Skills you'll gain: Persuasive Communication, Corporate Communications, Crisis Management, Media Relations, Public Speaking, Strategic Communication, Media and Communications, Communication Strategies, Storytelling, Verbal Communication Skills, Influencing, Communication, Media Strategy, Digital Marketing, Press Releases, Leadership, Sales Presentations, Stakeholder Communications, Public Relations, Marketing Communications

    4.8
    Rating, 4.8 out of 5 stars
    ·
    157 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Healthcare Marketplace

    Skills you'll gain: Healthcare Industry Knowledge, Health Systems, Pharmaceuticals, Medical Devices, Health Care, Health Technology, Biomedical Technology, Healthcare Ethics, Market Dynamics, Health Administration, Health Policy, Innovation, Financial Regulations, Cultural Diversity, Regulatory Affairs, Insurance, Market Trend, Stakeholder Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    615 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Globalización, Crecimiento Económico y Estabilidad

    Skills you'll gain: Financial Policy, Economics, Policy, and Social Studies, Economics, Public Policies, International Finance, Policy Analysis, Economic Development, Tax, Socioeconomics, Trend Analysis, Global Marketing, Business Economics, International Relations, Political Sciences, Analysis, Fiscal Management, Supply And Demand, Business Risk Management, World History, Policty Analysis, Research, and Development

    4.8
    Rating, 4.8 out of 5 stars
    ·
    879 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    M

    Michigan State University

    Design and Make Infographics (Project-Centered Course)

    Skills you'll gain: Infographics, Adobe Illustrator, Graphic and Visual Design, Data Mapping, Graphic Design, Typography, Layout Design, Design Elements And Principles, Storytelling, Color Theory

    4.6
    Rating, 4.6 out of 5 stars
    ·
    960 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Introduction to Computer Information Systems

    Skills you'll gain: Systems Development, Systems Development Life Cycle, Agile Methodology, Productivity Software, digital literacy, Network Security, Computer Hardware, Computer Systems, Data Security, Risk Management, System Design and Implementation, TCP/IP, Information Technology, Software Development Methodologies, Data Ethics, Cybersecurity, General Networking, Productivity, Safety and Security, Process Design

    4.6
    Rating, 4.6 out of 5 stars
    ·
    334 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Introduction to Accounting Data Analytics and Visualization

    Skills you'll gain: Data Visualization, Data Literacy, Tableau Software, Data Presentation, Data Visualization Software, Excel Macros, Analytics, Accounting and Finance Software, Analytical Skills, Pivot Tables And Charts, Accounting Systems, Business Analytics, Microsoft Excel, Data Collection, Data-Driven Decision-Making, Excel Formulas, Data Analysis, Scatter Plots, Predictive Analytics, Data Architecture

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    455 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Build RAG Applications: Get Started

    Skills you'll gain: Retrieval-Augmented Generation, LLM Application, Embeddings, Vector Databases, Jupyter

    4.5
    Rating, 4.5 out of 5 stars
    ·
    124 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidad de Chile

    Competencias Laborales: Perfiles, Evaluación y Capacitación.

    Skills you'll gain: Job Analysis, Developing Training Materials, Performance Appraisal, Job Evaluation, Training and Development, Employee Performance Management, Program Evaluation, Case Studies, Employee Surveys, Process Mapping

    4.4
    Rating, 4.4 out of 5 stars
    ·
    431 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidad Austral

    Emprendiendo en STEM

    Skills you'll gain: Design Thinking, Team Leadership, Team Building, Market Opportunities, Entrepreneurship, Solution Design, Financial Management, Marketing Strategies, Innovation, Marketing, Business Development, Business Planning, Business Modeling, Value Propositions, New Product Development, Professional Networking

    4.9
    Rating, 4.9 out of 5 stars
    ·
    70 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    HTML and CSS: Building a Single-Page Website

    Skills you'll gain: Cascading Style Sheets (CSS), Hypertext Markup Language (HTML), HTML and CSS, Web Development, Web Applications, Web Design and Development, Web Design, Front-End Web Development

    4.5
    Rating, 4.5 out of 5 stars
    ·
    553 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Accounting Operations & Automation

    Skills you'll gain: Cash Flow Forecasting, Variance Analysis, Bookkeeping, Reconciliation, QuickBooks (Accounting Software), Invoicing, Cash Flows, Financial Analysis, Auditing, Process Optimization, Document Management, Microsoft Excel, Data Transformation, Financial Reporting, Compliance Reporting, Compliance Management, AI Enablement, Automation, Data Validation, Process Engineering

    3.8
    Rating, 3.8 out of 5 stars
    ·
    13 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free
    Free
    I

    Infosec

    CompTIA Security+ 701

    Skills you'll gain: Cybersecurity, Cyber Attacks, Incident Response, Information Systems Security, Application Security, Security Management, Computer Security Incident Management, Network Security, IT Security Architecture, Threat Management, Security Information and Event Management (SIEM), Cyber Threat Intelligence, Security Controls, Identity and Access Management, Cryptography, Threat Detection, Data Security, Computer Security, Encryption, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    611 reviews

    Intermediate · Course · 3 - 6 Months

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

  • Communicating with Presence: IESE Business School
  • Healthcare Marketplace: University of Minnesota
  • Globalización, Crecimiento Económico y Estabilidad: IE Business School
  • Design and Make Infographics (Project-Centered Course): Michigan State University
  • Introduction to Computer Information Systems: University of California, Irvine
  • Introduction to Accounting Data Analytics and Visualization: University of Illinois Urbana-Champaign
  • Build RAG Applications: Get Started: IBM
  • Competencias Laborales: Perfiles, Evaluación y Capacitación.: Universidad de Chile
  • Emprendiendo en STEM: Universidad Austral
  • HTML and CSS: Building a Single-Page Website: Coursera

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