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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
    F

    Fundação Instituto de Administração

    Supply Chain & Operations

    Skills you'll gain: Process Mapping, Operations Management, Process Analysis, Process Improvement, Revenue Management, Business Modeling, Supply Chain, Supply Chain Management, Business Process, Organizational Structure, Supply Chain Planning, Business Operations, Project Design, Lean Six Sigma, Operational Performance Management, Strategic Thinking, Materials Management, Business Strategy, Business Strategies, Strategic Decision-Making

    4.6
    Rating, 4.6 out of 5 stars
    ·
    71 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Balance Sheet and Business Cases

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Balance Sheet, Financial Acumen, Income Statement, Financial Analysis, Profit and Loss (P&L) Management, Business Modeling, Operational Analysis, Operational Efficiency

    4.9
    Rating, 4.9 out of 5 stars
    ·
    33 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad de Palermo

    Liderando Equipos de Trabajo

    Skills you'll gain: Talent Management, Decision Making, Time Management, Productivity, Recruitment Strategies, Diversity Equity and Inclusion Initiatives, Leadership, Conflict Management, Team Motivation, Employee Retention, Human Resources Management and Planning, Human Resources, Cultural Diversity, Diversity and Inclusion, Team Building, Teamwork, Cultural Sensitivity, Business Transformation, Recognizing Others, Professional Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    316 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    UNSW Sydney (The University of New South Wales)

    How to Validate your Startup Idea

    Skills you'll gain: Entrepreneurship, Financial Modeling, Financial Statements, Value Propositions, Income Statement, New Product Development, Business Planning, Business Modeling, Market Opportunities, Lean Methodologies, Investments, Strategic Partnership, Business Strategy, Persona Development, Customer Analysis, Presentations

    4.1
    Rating, 4.1 out of 5 stars
    ·
    150 reviews

    Mixed · Course · 1 - 3 Months

  • 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

  • Status: New
    New
    Status: Free Trial
    Free Trial
    G

    Google

    Google Stakeholder Management

    Skills you'll gain: Communication Planning, Stakeholder Analysis, Project Documentation, Stakeholder Management, Team Management, Document Management, People Management, Organizational Leadership, Team Building, Project Management, Stakeholder Communications, Communication Strategies, Accountability, Project Coordination, Delegation Skills, Project Planning, Expectation Management, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    53 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Advanced Global Procurement and Sourcing

    Skills you'll gain: Supplier Quality Management, Procurement, Strategic Sourcing, Enterprise Resource Planning, Purchasing, Environmental Social And Corporate Governance (ESG), Strategic Partnership, Business Risk Management, Key Performance Indicators (KPIs), Supplier Relationship Management, Supply Chain, Risk Management, Derivatives, Organizational Structure, Consolidation, Target Audience, Talent Management, Quality Management, Robotic Process Automation, Supply Chain Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    103 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Innovación y emprendimiento

    Skills you'll gain: Innovation, Business Modeling, Design Thinking, Creative Problem-Solving, Entrepreneurship, Ideation, Corporate Strategy, Creative Thinking, Business Strategy, Business Process, Storytelling, Business Strategies, New Business Development, Strategic Planning, Team Management, Open Mindset, Value Propositions, Lean Methodologies, Organizational Development, Organizational Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    416 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Project Lifecycle, Information Sharing, and Risk Management

    Skills you'll gain: Project Management Life Cycle, Risk Management, Project Risk Management, Stakeholder Management, Project Management, Risk Mitigation, Active Listening, Project Management Institute (PMI) Methodology, Systems Development Life Cycle, Risk Analysis, Communication, Project Management Software, Stakeholder Communications, Agile Methodology, Conflict Management, Project Documentation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    238 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Beyond the Financials: Insights, Analysis and Valuations

    Skills you'll gain: Financial Reporting, Financial Statement Analysis, Business Valuation, Financial Statements, Financial Analysis, Analysis, Financial Forecasting, Financial Modeling, Generally Accepted Accounting Principles (GAAP), Business Metrics, Business Strategy

    4.6
    Rating, 4.6 out of 5 stars
    ·
    19 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Introduction to Robotics with Webots

    Skills you'll gain: Robotics, Artificial Intelligence, Automation, Data Mapping, Graph Theory, Planning, Algorithms, Computer Programming, Computer Vision, Computer Science, Simulation and Simulation Software, Control Systems, Real-Time Operating Systems, Engineering, Data Structures, Python Programming, Simulations, Linear Algebra, Design

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    73 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Corporate & Commercial Law II: Business Forms, Financing & Governmental Regulation

    Skills you'll gain: Bankruptcies, Securities (Finance), Commercial Laws, Loans, Banking, Financial Regulations, Regulation and Legal Compliance, Business, Financial Regulation, Organizational Structure, Governance, Mergers & Acquisitions

    Build toward a degree

    4.9
    Rating, 4.9 out of 5 stars
    ·
    392 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Supply Chain & Operations: Fundação Instituto de Administração
  • Balance Sheet and Business Cases: Duke University
  • Liderando Equipos de Trabajo: Universidad de Palermo
  • How to Validate your Startup Idea: UNSW Sydney (The University of New South Wales)
  • Creating Dashboards and Storytelling with Tableau: University of California, Davis
  • Google Stakeholder Management: Google
  • Advanced Global Procurement and Sourcing: Rutgers the State University of New Jersey
  • Innovación y emprendimiento: Tecnológico de Monterrey
  • Project Lifecycle, Information Sharing, and Risk Management: SkillUp
  • Beyond the Financials: Insights, Analysis and Valuations: University of Illinois Urbana-Champaign

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