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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


  • U

    University of Illinois Urbana-Champaign

    Alternative Investments and Taxes: Cracking the Code

    Skills you'll gain: Investments, Compliance Reporting, Financial Industry Regulatory Authorities, Tax Compliance, Tax Management, Tax, Income Tax, Financial Regulations, Tax Planning, Private Equity, Regulatory Compliance, Investment Management, Compliance Management, Financial Regulation, Tax Laws, Real Estate, Financial Market, Regulatory Requirements, Due Diligence, Property and Real Estate

    Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • C

    Coursera

    CRM, Project Management & Omnichannel Strategy

    Skills you'll gain: Customer Retention, Brand Awareness, Planning, Brainstorming, User Feedback, Timelines, Stakeholder Communications, Cross-Functional Team Leadership, Team Performance Management, Meeting Facilitation, HubSpot CRM, Employee Surveys, Customer Relationship Management (CRM) Software, Customer experience strategy (CX), Team Leadership, Project Planning, Looker (Software), Dashboard, Kanban Principles, Marketing

    Intermediate · Specialization · 1 - 3 Months

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

    Universitat Politècnica de València

    Introducción a la inversión bursátil

    Skills you'll gain: Technical Analysis, Financial Market, Equities, Financial Trading, Investment Management, Investments, Portfolio Management, Market Trend, Financial Analysis, Securities Trading, General Finance, Portfolio Risk, Wealth Management, Trend Analysis, Analysis, Return On Investment, Risk Management

    Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • G

    Google

    Transform Engagement into Customers

    Skills you'll gain: Social Media Analytics, Social Media Management, Social Media Content, Content Scheduling, Content Development and Management, Online Advertising, Campaign Planning, Drive Engagement, Digital Publishing, Marketing Analytics, Driving engagement, Conversion Funnel Analysis

    ★ 4.6 (11) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Equity Research Report Writing: Analyze & Structure

    Skills you'll gain: Research Reports, Report Writing, Case Studies, Financial Reporting, Business Writing, Analysis, Data Analysis, Financial Analysis, Writing, Equities, Concision, Financial Modeling, Predictive Analytics, Target Audience, Data Science, Credit Risk, Predictive Modeling, Machine Learning, R Programming, Logistic Regression

    ★ 4.9 (30) · Mixed · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • C

    Coursera

    Create and manage a project dashboard with Wrike

    Skills you'll gain: Dashboard, Project Management Software, Data Import/Export, Workflow Management, Team Management, Project Coordination, Project Management, Project Planning

    ★ 4.9 (9) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • E

    EDUCBA

    Analyze Digital Banking and Fintech Transformation

    Skills you'll gain: Mobile Banking, Risk Management Framework, Risk Management, FinTech, Banking, Banking Services, Bank Regulations, Security Controls, Information Systems Security, Cybersecurity, Financial Services, Customer experience improvement, Financial Regulation, Data Security, General Lending, Loans, Regulatory Compliance, Law, Regulation, and Compliance, Lending and Underwriting, Digital Transformation

    ★ 5 (13) · Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • E

    Edureka

    Programming with Golang

    Skills you'll gain: Development Environment, Web Development, Computer Programming, Program Development, Other Programming Languages

    ★ 2.8 (28) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • A

    Arizona State University

    Perspective-Taking

    Skills you'll gain: Influencing, Persuasive Communication, Strategic Thinking, Negotiation, Communication Strategies, Recognizing Others, Active Listening, Strategic Communication, Game Theory, Empathy, Decision Making, Interactive Learning, Appeals

    ★ 4.6 (56) · Mixed · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • C

    Coursera

    GenAI for Portfolio Managers: Smarter Asset Allocation

    Skills you'll gain: Portfolio Management, Responsible AI, Data Ethics, Asset Management, Portfolio Risk, AI Enablement, Investment Management, Generative AI, AI Personalization, Prompt Patterns, Financial Services, ChatGPT, AI Integrations, Risk Management, Risk Analysis, Risk Appetite, LLM Application, Continuous Monitoring, Real Time Data, Correlation Analysis

    ★ 3.9 (7) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • C

    Coursera

    NGO Startup Analysis with Nonprofit Business Model Canvas

    Skills you'll gain: Stakeholder Engagement, Grant Writing, Resource Allocation, Strategic Decision-Making, Grant Applications, Proposal Development, Strategic Thinking, Stakeholder Communications, Resource Management, Strategic Planning, Social Impact, Fundraising, Business Modeling, Value Propositions, Innovation, Leadership

    ★ 4.7 (21) · Intermediate · Guided Project · Less Than 2 Hours

  • S

    Skillshare

    Landscape Photography

    Skills you'll gain: Photography, Photo Editing, Photo/Video Production and Technology, Visual Storytelling, Storytelling, Geospatial Information and Technology, Geospatial Mapping, Geographic Information Systems, GIS Software, Global Positioning Systems, Creativity, Spatial Data Analysis, Post-Production, Planning, Research, Adobe Creative Cloud, Design Elements And Principles, Aesthetics, Critical Thinking, Editing

    ★ 4.6 (7) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
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In summary, here are 10 of our most popular financial planning courses

  • Alternative Investments and Taxes: Cracking the Code: University of Illinois Urbana-Champaign
  • CRM, Project Management & Omnichannel Strategy: Coursera
  • Introducción a la inversión bursátil: Universitat Politècnica de València
  • Transform Engagement into Customers: Google
  • Equity Research Report Writing: Analyze & Structure: EDUCBA
  • Create and manage a project dashboard with Wrike: Coursera
  • Analyze Digital Banking and Fintech Transformation: EDUCBA
  • Programming with Golang: Edureka
  • Perspective-Taking: Arizona State University
  • GenAI for Portfolio Managers: Smarter Asset Allocation: Coursera

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