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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: 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: Preview
    Preview
    I

    Imperial College London

    Health Coaching Conversations

    Skills you'll gain: Health And Wellness Coaching, Patient Communication, Motivational Interviewing, Patient Education And Counseling, Patient-centered Care, Health Promotion, Coaching, Goal Setting, Health Care, Active Listening, Empowerment, Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    118 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Creating Dashboards and Storytelling with Tableau

    Skills you'll gain: Data Storytelling, Data Presentation, Dashboard, Data Visualization, Stakeholder Analysis, Tableau Software, Data Visualization Software, Requirements Analysis, Stakeholder Management, Data Cleansing, Storyboarding, Data Manipulation, Data Quality, Data Preprocessing

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    How to create a Jira SCRUM project

    Skills you'll gain: Jira (Software), Sprint Planning, Backlogs, Scrum (Software Development), User Story, Agile Methodology, Agile Project Management, Workflow Management, Run Chart, Project Planning, Project Management, Prioritization, Dependency Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    505 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    L

    Lund University

    European Business Law: Doing Business in Europe

    Skills you'll gain: Labor Law, Arbitration, Environmental Laws, Case Law, Legal Writing, Legal Research, Labor Relations, Tax, Tax Laws, Regulation and Legal Compliance, Commercial Laws, Compliance Management, Business, Contract Management, Governance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    560 reviews

    Beginner · Course · 1 - 3 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: Preview
    Preview
    U

    Universitat Autònoma de Barcelona

    Sport Sponsorship. Let them Play

    Skills you'll gain: Peer Review, Event Marketing, Brand Marketing, Brand Management, Business Development, Proposal Development, Event Management, Drive Engagement, Business Planning, Program Implementation, Case Studies, Advertising Sales, Stakeholder Management, Social Impact, Employee Engagement

    4.4
    Rating, 4.4 out of 5 stars
    ·
    286 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    California Institute of the Arts

    Plan a Successful Freelancing Business

    Skills you'll gain: Competitive Analysis, Business Planning, Business Strategy, Market Analysis, Market Opportunities, Value Propositions, Peer Review, Entrepreneurship, Business Modeling, Service Design, Goal Setting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    306 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Strategic HRM: Talent, Performance, Compensation Design

    Skills you'll gain: Performance Appraisal, Human Resource Strategy, Human Resources, Compensation Strategy, Talent Management, Performance Management, Organizational Development, Employee Engagement, Workforce Development, Talent Acquisition, Employee Retention, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    172 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    Liberty Mutual Insurance

    Liberty Mutual Insurance Sales Agent

    Skills you'll gain: Insurance, Insurance Policies, Closing (Sales), Insurance Sales, Overcoming Objections, Sales Prospecting, Productivity, Prospecting and Qualification, Verbal Communication Skills, Workers Compensation, Storytelling, Risk Management, Customer Relationship Building, Customer Retention, Sales Presentation, Communication, Underwriting, Consultative Selling, Commercial Laws, Product Knowledge

    4.5
    Rating, 4.5 out of 5 stars
    ·
    62 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Inglés Empresarial: Finanzas y Economía

    Skills you'll gain: Business Ethics, Negotiation, Purchasing, Business Writing, Business Communication, Decision Making, Forecasting, Auditing, Communication, Budgeting, Influencing, Vocabulary, English Language, Leadership, Financial Acumen, Presentations, Communication Strategies, Business Economics, Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    412 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Forex - Trading Around the World

    Skills you'll gain: Financial Trading, International Finance, Financial Market, Securities Trading, Equities, Capital Markets, Market Data, Market Dynamics, Portfolio Risk, Market Trend, Market Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    240 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Accounting Operations & Automation: Coursera
  • Health Coaching Conversations: Imperial College London
  • Creating Dashboards and Storytelling with Tableau: University of California, Davis
  • How to create a Jira SCRUM project: Coursera
  • European Business Law: Doing Business in Europe: Lund University
  • Design and Make Infographics (Project-Centered Course): Michigan State University
  • Sport Sponsorship. Let them Play: Universitat Autònoma de Barcelona
  • Plan a Successful Freelancing Business : California Institute of the Arts
  • Strategic HRM: Talent, Performance, Compensation Design: Coursera
  • Liberty Mutual Insurance Sales Agent: Liberty Mutual Insurance

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