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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
    R

    Rice University

    Engineering Project Management: Risk, Quality, Teams, and Procurement

    Skills you'll gain: Team Management, Quality Assurance, Risk Management, Procurement, Project Risk Management, Project Controls, People Management, Project Management, Quality Management, Cost Management, Project Planning, Contract Management, Resource Management

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

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Inicio y planificación de proyectos

    Skills you'll gain: Project Planning, Conflict Management, Stakeholder Management, Planning, Project Management, Project Scoping, Work Breakdown Structure, Stakeholder Analysis, Project Coordination, Leadership and Management, Influencing, Organizational Structure

    4.8
    Rating, 4.8 out of 5 stars
    ·
    665 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Construct Stock Market Indices

    Skills you'll gain: Market Data, Google Sheets, Data Import/Export, Equities, Financial Modeling, Financial Analysis, Financial Market

    4.5
    Rating, 4.5 out of 5 stars
    ·
    207 reviews

    Advanced · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    IS/IT Governance

    Skills you'll gain: Technology Strategies, Change Management, Information Technology, Governance, Portfolio Management, Investment Management, System Implementation, Resource Allocation, Return On Investment, User Acceptance Testing (UAT), Financial Analysis, Cost Benefit Analysis, Risk Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    741 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Excellence

    Skills you'll gain: Logistics, Logistics Management, Supply Chain Management, Manufacturing Operations, Strategic Sourcing, Operations Management, Warehouse Management, Forecasting, Supply Chain Planning, Business Operations, Materials Management, Financial Statements, Supply Chain, Inventory Management System, Transportation Management, Procurement, Supply Chain Systems, Case Studies, Cash Flows, Warehouse Operations

    4.7
    Rating, 4.7 out of 5 stars
    ·
    630 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    A

    AAPC

    AAPC Medical Biller

    Skills you'll gain: Medical Billing, Denial Management, ICD Coding (ICD-9/ICD-10), Patient Registration, Billing, Medical Billing and Coding, Medical Coding, CPT Coding, Accounts Receivable, Payment Processing and Collection, Medical Office Procedures, Utilization Management, Medical Records, Billing & Invoicing, Insurance, Medicare, Health Insurance Portability And Accountability Act (HIPAA) Compliance, Health Systems, Healthcare Industry Knowledge, Regulatory Compliance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    181 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Coursera

    Precision Bookkeeping: Records, Reconciliation, Reporting

    Skills you'll gain: Reconciliation, Accounting Records, Bookkeeping, Financial Reporting, Accounting, Financial Acumen, Compliance Management, Regulatory Compliance, Verbal Communication Skills, Internal Controls, Automation

    4.4
    Rating, 4.4 out of 5 stars
    ·
    107 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    What is Corruption: Anti-Corruption and Compliance

    Skills you'll gain: Compliance Management, Law, Regulation, and Compliance, Legal Risk, Business Ethics, Internal Controls, Risk Analysis, Risk Mitigation, Ethical Standards And Conduct, Risk Management, Due Diligence, Employee Training, International Relations, Operations Management, Strategic Planning, Case Studies

    4.9
    Rating, 4.9 out of 5 stars
    ·
    694 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free
    Free
    U

    University of Pennsylvania

    Applying to U.S. Universities

    Skills you'll gain: Self-Awareness, Research, Higher Education, Interviewing Skills, Planning, Student Services, Detail Oriented, Cultural Diversity, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    523 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    E

    Erasmus University Rotterdam

    International Security Management

    Skills you'll gain: Security Management, Intelligence Collection and Analysis, International Relations, Public Safety and National Security, Safety and Security, Risk Management, Cybersecurity, Governance, Cultural Diversity, Economics, Policy, and Social Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.3K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Academic Listening and Note-Taking

    Skills you'll gain: Oral Comprehension, Active Listening, Public Speaking, Verbal Communication Skills, English Language, Critical Thinking, Organizational Skills, Analytical Skills

    4.5
    Rating, 4.5 out of 5 stars
    ·
    977 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universitat Autònoma de Barcelona

    Gestión de la comunicación interna en las organizaciones

    Skills you'll gain: Internal Communications, Communication Planning, Crisis Management, Corporate Communications, Strategic Communication, Cultural Sensitivity, Communication Strategies, Telecommuting, Branding, Business Ethics, Brand Management, Employee Engagement, Virtual Teams

    4.8
    Rating, 4.8 out of 5 stars
    ·
    637 reviews

    Beginner · Course · 1 - 3 Months

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

  • Engineering Project Management: Risk, Quality, Teams, and Procurement: Rice University
  • Inicio y planificación de proyectos: University of California, Irvine
  • Construct Stock Market Indices: Coursera
  • IS/IT Governance: University of Minnesota
  • Supply Chain Excellence: Rutgers the State University of New Jersey
  • AAPC Medical Biller: AAPC
  • Precision Bookkeeping: Records, Reconciliation, Reporting: Coursera
  • What is Corruption: Anti-Corruption and Compliance: University of Pennsylvania
  • Applying to U.S. Universities: University of Pennsylvania
  • International Security Management: Erasmus University Rotterdam

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