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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.

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    T

    The University of Sydney

    Academic Skills for University Success: Capstone

    Skills you'll gain: Critical Thinking, Research, Problem Solving, Critical Thinking and Problem Solving, Oral Comprehension, Ethical Standards And Conduct, English Language, Research Methodologies, Verbal Communication Skills, Higher Education, Personal Integrity, Writing, Creative Problem-Solving, Research Reports, Brainstorming, Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.9K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Managerial Accounting: Cost Behaviors, Systems, and Analysis

    Skills you'll gain: Management Accounting, Cost Accounting, Accounting Systems, Supply Chain, Cost Benefit Analysis, Accounting, Financial Accounting, Cost Management, Process Improvement, Analysis, Decision Making

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.4K reviews

    Intermediate · Course · 1 - 4 Weeks

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

    Coursera

    Market Intelligence and Audience Insights

    Skills you'll gain: Product Marketing, Market Research, Competitive Intelligence, Market Intelligence, Customer Insights, Go To Market Strategy, Customer Analysis, Strategic Marketing, Market Analysis, Market Dynamics, Pivot Tables And Charts, Internal Communications, Target Market, Competitive Analysis, Market Opportunities, Customer Retention, Demand Planning, Report Writing, Microsoft Excel, Target Audience

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universitat de Barcelona

    The entrepreneur's guide for beginners

    Skills you'll gain: Entrepreneurship, Market Opportunities, Business Planning, Lean Methodologies, Business Modeling, Entrepreneurial Finance, New Business Development, Ideation, Fundraising and Crowdsourcing, Fundraising, Value Propositions, Customer Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    556 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    SkillsBooster Academy

    Prompt Engineering for Everyone

    Skills you'll gain: Prompt Engineering, Large Language Modeling, Data Ethics, AI Orchestration, Responsible AI, Prompt Patterns, AI literacy, Agentic Workflows, LLM Application, AI Enablement, AI Security, Context Engineering, AI Workflows, AI powered creativity, AI Personalization, Generative AI, Artificial Intelligence and Machine Learning (AI/ML), Business Transformation, Business Operations, Personal Development

    4.9
    Rating, 4.9 out of 5 stars
    ·
    14 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    Al-Driven HR Operations

    Skills you'll gain: HR Tech, Microsoft Copilot, Business Process Automation, Email Automation, Microsoft Power Platform, Automation, Human Resources, Human Resources Management and Planning, AI Enablement, Employee Onboarding, AI Workflows, AI literacy, Workflow Management, New Hire Orientations, Benchmarking, Generative AI, Performance Metric, Return On Investment, Operational Efficiency, Change Management

    Intermediate · Course · 1 - 3 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, Service Management, IT Management, Responsible AI, Compliance Auditing, Cyber Risk, Data Ethics, Cyber Governance, Information Technology, Regulatory Compliance, Auditing, Cybersecurity, Regulation and Legal Compliance, Compliance Management, Law, Regulation, and Compliance, Cyber Security Assessment, ISO/IEC 27001, Risk Management

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

    Intermediate · Course · 1 - 3 Months

  • Status: Free
    Free
    U

    University of Pittsburgh

    Clinical Terminology for International and U.S. Students

    Skills you'll gain: Laboratory Testing, Diagnostic Tests, Medical Terminology, General Medical Tests and Procedures, Pharmaceutical Terminology, Vital Signs, Clinical Experience, Patient Communication, Patient Safety, Emergency and Intensive Care, Medication Administration, Intravenous Therapy, English Language

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Operations and Lean Management

    Skills you'll gain: Lean Manufacturing, Lean Six Sigma, Lean Methodologies, Operational Excellence, Process Mapping, Process Improvement and Optimization, Data-Driven Decision-Making, Process Optimization, Workflow Management, Process Analysis, Stakeholder Management, Six Sigma Methodology, Operational Efficiency, Process Improvement, Business Process Improvement, Business Workflow Analysis, Productivity, Kaizen Methodology, Continuous Improvement Process, Root Cause Analysis

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    M

    Meta

    What is the Metaverse?

    Skills you'll gain: Augmented and Virtual Reality (AR/VR), Virtual Reality, Augmented Reality, Virtual Environment, Digital Assets, E-Commerce, Video Game Development, Blockchain, Diversity and Inclusion, Emerging Technologies, Research and Design, Market Opportunities, Social Impact, Economic Development, Content Creation, Economics, Safety and Security

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Delivering Quality Work with Agility

    Skills you'll gain: Professionalism, Ability To Meet Deadlines, Operational Efficiency, Professional Development, Accountability, Time Management, Agile Methodology, Plan Execution, Problem Solving, Quality Assurance, Planning, Process Improvement, Client Services, Quality Improvement, Quality Management, Process Development, Communication Planning, Critical Thinking and Problem Solving, Communication, Decision Making

    4.6
    Rating, 4.6 out of 5 stars
    ·
    597 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Investment Ethics and Standards

    Skills you'll gain: Ethical Standards And Conduct, Business Ethics, Investment Management, Compliance Training, Decision Making, Legal Risk, Supervision, Performance Reporting, Compliance Management, Compliance Reporting, Regulatory Compliance, Finance, Risk Management Framework, Conflict Management, IT Management, Performance Management, Application Performance Management, Communication, Learning Management Systems, Learning Theory

    Mixed · Course · 1 - 4 Weeks

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

  • Academic Skills for University Success: Capstone: The University of Sydney
  • Managerial Accounting: Cost Behaviors, Systems, and Analysis: University of Illinois Urbana-Champaign
  • Market Intelligence and Audience Insights: Coursera
  • The entrepreneur's guide for beginners: Universitat de Barcelona
  • Prompt Engineering for Everyone: SkillsBooster Academy
  • Al-Driven HR Operations: Microsoft
  • Cybersecurity Compliance Framework, Standards & Regulations: IBM
  • Clinical Terminology for International and U.S. Students: University of Pittsburgh
  • Operations and Lean Management: EDUCBA
  • What is the Metaverse?: Meta

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