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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
    C

    Coursera

    Microsoft Project for Beginners: Create Simple Project Plans

    Skills you'll gain: Microsoft Project, Timelines, Project Schedules, Scheduling, Data Visualization, Project Management Software, Workflow Management, Dependency Analysis, Project Management, Project Planning

    4
    Rating, 4 out of 5 stars
    ·
    36 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Operations Excellence

    Skills you'll gain: Supply Chain Management, Supply Chain, Supply Chain Systems, Manufacturing Operations, Operations Management, Operations, Supply Chain Planning, Business Operations, Inventory Management System, Operational Efficiency, Production Process, Inventory Control, Inventory and Warehousing, Operational Analysis, Logistics, Internal Communications, Process Analysis, Operational Excellence, Lean Six Sigma, Complex Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    39 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Futures Thinking

    Skills you'll gain: Visionary, Strategic Thinking, Proactivity, Creative Thinking, Cognitive flexibility, Optimism, Open Mindset, Empowerment, Planning, Creativity, Critical Thinking, Decision Making

    4.5
    Rating, 4.5 out of 5 stars
    ·
    59 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    English for Effective Business Communications

    Skills you'll gain: English Language, Marketing, Language Competency, Business, Vocabulary, Telecommuting, Human Resources, People Management, Leadership and Management, Human Resource Management, Marketing Management, Business Communication, Recruitment, Promotional Strategies, Grammar

    4.7
    Rating, 4.7 out of 5 stars
    ·
    122 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    Foundations of Hotel Budgeting and Forecasting

    Skills you'll gain: Advanced Analytics, Budget Management, Hotel And Restaurant Management, Hospitality Management, Budgeting, Financial Forecasting, Hospitality, Variance Analysis, Forecasting, Hotel Operations, Operating Budget, Corporate Sustainability, Revenue Management, Sustainable Business, Financial Analysis, Performance Analysis, Sustainability Reporting, Analysis, Performance Metric, Strategic Decision-Making

    5
    Rating, 5 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Annual Campaigns: Building a Case for Support

    Skills you'll gain: Fundraising, Fundraising and Crowdsourcing, Campaign Management, Direct Marketing, Advertising Mail, Campaign Planning, Data-Driven Marketing, Target Audience, Email Marketing, Telemarketing, Events and Conferences, Event Planning, Relationship Building, Customer Engagement, Cross-Channel Marketing, Telephone Skills

    4.2
    Rating, 4.2 out of 5 stars
    ·
    52 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Mercado de Capitais

    Skills you'll gain: Portfolio Risk, Portfolio Management, Risk Modeling, Financial Regulations, Investment Management, Capital Markets, Financial Systems, Financial Market, Credit Risk, Risk Management, Derivatives, Investments, Financial Industry Regulatory Authorities, Finance, Financial Regulation, Securities (Finance), Market Liquidity, Business Management, Tax, Financial Services

    4.9
    Rating, 4.9 out of 5 stars
    ·
    33 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Bridge Infrastructure Design

    Skills you'll gain: Engineering Calculations, Structural Engineering, Structural Analysis, Construction Engineering, Civil Engineering, Construction, Engineering Analysis, Engineering Practices, Building Codes, Engineering, Construction Inspection, Civil and Architectural Engineering, Conceptual Design, Engineering Design Process, Design Specifications, Maintenance, Repair, and Facility Services, Stormwater Management, Facility Repair And Maintenance, Finite Element Methods, Continuous Monitoring

    4.7
    Rating, 4.7 out of 5 stars
    ·
    27 reviews

    Advanced · Specialization · 1 - 3 Months

  • C

    Coursera

    Canva for college students

    Skills you'll gain: Canva (Software), Infographics, Planning, Graphic and Visual Design Software, Design, Design Software, Visual Design, Graphic Design, Graphical Tools, Graphic and Visual Design, Collaboration

    4.4
    Rating, 4.4 out of 5 stars
    ·
    37 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    Universidades Anáhuac

    Ruta de Emprendimiento: Creatividad, Finanzas y Acción

    Skills you'll gain: Cash Management, Financial Acumen, Entrepreneurial Finance, Innovation, Small Business Accounting, Entrepreneurship, Creative Thinking, Financial Management, Finance, Proposal Development, Enterprise Modeling, Capital Budgeting, Business Modeling, Financial Planning, Problem Solving, Growth Strategies, Value Propositions, Teamwork, Project Planning, Communication Strategies

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Decision-Making

    Skills you'll gain: Decision Making, Decisiveness, Complex Problem Solving, Problem Solving, Critical Thinking and Problem Solving, Creative Problem-Solving, Ethical Standards And Conduct, Risk Analysis, Social Impact, Risk Management, Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    79 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free
    Free
    C

    Coursera

    Building Candlestick Charts with Google Sheets

    Skills you'll gain: Technical Analysis, Google Sheets, Spreadsheet Software, Market Data, Cloud Computing, Data Visualization, Trend Analysis

    4.2
    Rating, 4.2 out of 5 stars
    ·
    303 reviews

    Beginner · Guided Project · Less Than 2 Hours

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

  • Microsoft Project for Beginners: Create Simple Project Plans: Coursera
  • Operations Excellence: Rutgers the State University of New Jersey
  • Futures Thinking: Arizona State University
  • English for Effective Business Communications: University of California, Irvine
  • Foundations of Hotel Budgeting and Forecasting: Starweaver
  • Annual Campaigns: Building a Case for Support: University of California, Davis
  • Mercado de Capitais: Fundação Instituto de Administração
  • Bridge Infrastructure Design: L&T EduTech
  • Canva for college students: Coursera
  • Ruta de Emprendimiento: Creatividad, Finanzas y Acción: Universidades Anáhuac

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