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  • Financial Planning

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
    U

    University of Illinois Urbana-Champaign

    Global Strategy II: Doing Business in The Global Economy

    Skills you'll gain: Global Marketing, Business Strategy, Growth Strategies, Business Development, Corporate Strategy, International Relations, Strategic Thinking, Strategic Planning, Go To Market Strategy, Strategic Partnership, Strategic Decision-Making, Competitive Analysis, Market Opportunities, Value Propositions, Cost Reduction, Risk Management, Risk Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    Ā·
    148 reviews

    Beginner Ā· Course Ā· 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidad Austral

    Red de sentidos: Arte, educación y procesos creativos

    Skills you'll gain: Curriculum Planning, Art History, Language Interpretation, Translation, and Studies, Teaching, Instructional and Curriculum Design, Pedagogy, Aesthetics, Mathematics Education, Liberal Arts, Creativity, Science and Research

    4.9
    Rating, 4.9 out of 5 stars
    Ā·
    135 reviews

    Beginner Ā· Course Ā· 1 - 3 Months

  • Status: Free
    Free
    D

    DeepLearning.AI

    Multi AI Agent Systems with crewAI

    Skills you'll gain: CrewAI, AI Workflows, AI Orchestration, Generative AI Agents, Artificial Intelligence, Agentic systems, Business Process Automation, Prompt Engineering Tools, Tool Calling, Context Management

    4.8
    Rating, 4.8 out of 5 stars
    Ā·
    310 reviews

    Beginner Ā· Project Ā· Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    P

    Packt

    CISA: Certified Information Systems Auditor

    Skills you'll gain: Audit Planning, Service Level Agreement, Data Governance, Systems Development Life Cycle, Data Loss Prevention, Security Testing, Network Security, Software Development Life Cycle, IT Management, Systems Development, Incident Management, Problem Management, Control Objectives for Information and Related Technology (COBIT), Cryptography, Cloud Management, Software Development Methodologies, Auditing, Quality Assurance, Internal Controls, Risk Management Framework

    4.7
    Rating, 4.7 out of 5 stars
    Ā·
    67 reviews

    Intermediate Ā· Specialization Ā· 3 - 6 Months

  • Status: Preview
    Preview
    E

    Erasmus University Rotterdam

    Sustainable Corporate Finance

    Skills you'll gain: Corporate Sustainability, Environmental Social And Corporate Governance (ESG), Sustainable Business, Mergers & Acquisitions, Sustainable Development, Corporate Finance, Risk Analysis, Governance, Corporate Strategy, Capital Budgeting, Capital Markets, Financial Analysis, Social Impact, Business Valuation, Market Dynamics

    5
    Rating, 5 out of 5 stars
    Ā·
    12 reviews

    Beginner Ā· Course Ā· 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    How to Build an Executive Presence

    Skills you'll gain: Executive Presence, Relationship Management, Collaboration, Professional Networking, Professional Development, Brand Awareness, Leadership Development, Return On Investment, Strategic Planning, Leadership, Personal Attributes, Emotional Intelligence, Influencing, Assertiveness, Communication

    4.5
    Rating, 4.5 out of 5 stars
    Ā·
    79 reviews

    Beginner Ā· Course Ā· 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Operations Management

    Skills you'll gain: Operations Management, Process Improvement, Revenue Management, Process Analysis, Business Operations, Lean Six Sigma, Operational Performance Management, Lean Methodologies, Operational Efficiency, Continuous Improvement Process, Service Management, Quality Management, Strategic Planning, Capacity Management

    4.9
    Rating, 4.9 out of 5 stars
    Ā·
    36 reviews

    Intermediate Ā· Course Ā· 1 - 3 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 Modeling, Business Development, Market Opportunities, Investment Management, Lean Methodologies, Strategic Partnership, Persona Development, Customer Analysis, Presentations

    4.1
    Rating, 4.1 out of 5 stars
    Ā·
    150 reviews

    Mixed Ā· Course Ā· 1 - 3 Months

  • C

    Coursera

    Create a Mortgage Calculator in Excel

    Skills you'll gain: Financial Data, Microsoft Excel, Spreadsheet Software, Excel Formulas, Microsoft 365, Financial Modeling, Mortgage Loans, Timelines

    4.3
    Rating, 4.3 out of 5 stars
    Ā·
    30 reviews

    Beginner Ā· Guided Project Ā· Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Managing Debt

    Skills you'll gain: Mortgage Loans, Loans, Consumer Lending, Credit Risk, Financial Planning, Budget Management, Cost Benefit Analysis, Goal Setting, Consolidation, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    Ā·
    28 reviews

    Beginner Ā· Course Ā· 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    NIIT

    Frontend Development using React

    Skills you'll gain: Responsive Web Design, HTML and CSS, JSON, React.js, Jest (JavaScript Testing Framework), Hypertext Markup Language (HTML), Javascript, Bootstrap (Front-End Framework), Ajax, Web Design, Web Development Tools, Web Design and Development, Cascading Style Sheets (CSS), Software Testing, UI Components, Web Development, Front-End Web Development, Mobile Development, JavaScript Frameworks, Test Case

    3.4
    Rating, 3.4 out of 5 stars
    Ā·
    82 reviews

    Beginner Ā· Specialization Ā· 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SAP

    SAP Technology Consultant Hands-on Project

    Skills you'll gain: Solution Design, Project Management, Project Implementation, Project Closure, Technical Consulting, Stakeholder Analysis, Requirements Analysis, Customer Engagement, Test Planning, Peer Review, SAP Applications, Customer Analysis, Project Documentation, Gap Analysis, Needs Assessment, Business Requirements, Business Transformation

    4.6
    Rating, 4.6 out of 5 stars
    Ā·
    87 reviews

    Beginner Ā· Course Ā· 1 - 3 Months

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

  • Global Strategy II: Doing Business in The Global Economy:Ā University of Illinois Urbana-Champaign
  • Red de sentidos: Arte, educación y procesos creativos:Ā Universidad Austral
  • Multi AI Agent Systems with crewAI:Ā DeepLearning.AI
  • CISA: Certified Information Systems Auditor:Ā Packt
  • Sustainable Corporate Finance:Ā Erasmus University Rotterdam
  • How to Build an Executive Presence:Ā Coursera
  • Operations Management:Ā Fundação Instituto de Administração
  • How to Validate your Startup Idea:Ā UNSW Sydney (The University of New South Wales)
  • Create a Mortgage Calculator in Excel:Ā Coursera
  • Managing Debt:Ā SoFi

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