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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
    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

    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: 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

  • C

    Coursera

    Create a Project Management Tracker using Microsoft Excel

    Skills you'll gain: Microsoft Excel, Project Management Software, Collaborative Software, Spreadsheet Software, Project Management, Productivity Software, Project Planning, Data Validation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    904 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    M

    Microsoft

    Microsoft Public Relations and Communications Associate

    Skills you'll gain: Media Relations, Proofreading, Public Relations, Stakeholder Analysis, Integrated Marketing Communications, Marketing Communications, Public Affairs, Strategic Communication, Content Management, Web Content, Performance Reporting, Storytelling, Content Management Systems, Press Releases, Content Strategy, Report Writing, Social Media Content, Marketing Effectiveness, Communication Strategies, Generative AI

    4.8
    Rating, 4.8 out of 5 stars
    ·
    211 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Financing for Startup Businesses

    Skills you'll gain: FinTech, Entrepreneurial Finance, Fundraising and Crowdsourcing, Financial Analysis, Financial Modeling, Finance, Private Equity, Financial Services, Credit Risk, Financial Forecasting, Microsoft Excel, Liquidation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    218 reviews

    Intermediate · Course · 1 - 4 Weeks

  • I

    Illinois Tech

    A Comprehensive Excel Masterclass

    Skills you'll gain: Capital Budgeting, Microsoft Excel, Dashboard, Financial Modeling, Business Intelligence, Data Visualization, Key Performance Indicators (KPIs), Productivity Software, Excel Formulas, Spreadsheet Software, Data Presentation, Interactive Data Visualization, Data Analysis Expressions (DAX), Financial Analysis, Data-Driven Decision-Making, Google Sheets, Financial Management, Cash Flows, Timelines, Mortgage Loans

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    68 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Alberta

    Mountains 101

    Skills you'll gain: Hydrology, Physical Science, Biology, Water Resources, Environment and Resource Management, Cultural Diversity, Climate Change Adaptation, Environmental Science, Risk Management, Ancient History, Human Development, Physiology, World History

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

    Mixed · Course · 1 - 3 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: Free Trial
    Free Trial
    A

    Arizona State University

    Business English: Finance and Economics

    Skills you'll gain: Purchasing, Negotiation, Business Communication, Business Correspondence, English Language, Budgeting, Communication Strategies, Financial Acumen, Audit Working Papers, Financial Forecasting, Communication, Verbal Communication Skills, Influencing, Business Ethics, Presentations, Finance, Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    617 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The State University of New York

    Home-Based Child Care

    Skills you'll gain: Injury Prevention, Child Development, Childhood Education and Development, Working With Children, Business Planning, Accident Prevention, Teaching, Family Support, Emotional Intelligence, Emergency Response, Parent Communication, Cultural Diversity, Diversity Awareness, Nutrition and Diet, Safety Training, Business, Small Business Accounting, Tax Management, Policy Development, Creativity

    4.8
    Rating, 4.8 out of 5 stars
    ·
    166 reviews

    Beginner · Specialization · 3 - 6 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

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

  • Entrepreneurship I: Laying the Foundation: University of Illinois Urbana-Champaign
  • Orden y manejo del tiempo: Universidad Nacional Autónoma de México
  • The Future of Payment Technologies: University of Michigan
  • Create a Project Management Tracker using Microsoft Excel: Coursera
  • Microsoft Public Relations and Communications Associate: Microsoft
  • Financing for Startup Businesses: Duke University
  • A Comprehensive Excel Masterclass: Illinois Tech
  • Mountains 101: University of Alberta
  • AAPC Medical Biller: AAPC
  • Business English: Finance and Economics: Arizona State University

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