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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
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    N

    New York Institute of Finance

    Risk Management

    Skills you'll gain: Credit Risk, Operational Risk, Portfolio Risk, Risk Management, Risk Management Framework, Business Risk Management, Risk Modeling, Risk Mitigation, Financial Market, Enterprise Risk Management (ERM), Risk Appetite, Risk Control, Risk Analysis, Derivatives, Governance, Portfolio Management, Capital Markets, Financial Analysis, Market Data, Key Performance Indicators (KPIs)

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
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    H

    HEC Paris

    Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers

    Skills you'll gain: Investment Management, Portfolio Management, Investments, Asset Management, Wealth Management, Financial Market, Risk Management, Financial Regulation, Product Lifecycle Management, Performance Analysis, Risk Analysis, Microsoft Excel

    4.6
    Rating, 4.6 out of 5 stars
    ·
    788 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Accounting Analysis I: The Role of Accounting as an Information System

    Skills you'll gain: Balance Sheet, Revenue Recognition, Financial Accounting, Financial Reporting, Generally Accepted Accounting Principles (GAAP), Accounting, Income Statement, Financial Statements, Cash Flows, Accrual Accounting, International Financial Reporting Standards, Financial Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    725 reviews

    Intermediate · Course · 1 - 3 Months

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    P

    Pontificia Universidad Católica de Chile

    Gestión Empresarial Exitosa para Pymes

    Skills you'll gain: People Management, Entrepreneurship, Accounting, Financial Management, Business Management, Team Management, Marketing, Customer experience strategy (CX), Finance, Financial Analysis, Business Planning, Innovation, Persona (User Experience), Recruitment

    4.8
    Rating, 4.8 out of 5 stars
    ·
    5.4K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI Leadership & Strategy

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, Ideation, Verification And Validation, Succession Planning, LLM Application, Productivity, OpenAI, Business Writing, Responsible AI, Generative AI, AI Enablement, Leadership, Meeting Facilitation, Organizational Leadership, Leadership and Management, Creativity, Problem Solving, Risk Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8.4K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM IT Project Manager

    Skills you'll gain: Software Development Life Cycle, Stakeholder Engagement, Software Architecture, Agile Software Development, Project Management Life Cycle, Resource Management, Peer Review, Earned Value Management, Stakeholder Management, Agile Methodology, Project Risk Management, Kanban Principles, Project Schedules, Project Management, Information Technology, Risk Management, Interviewing Skills, Agile Project Management, Leadership, Communication

    4.7
    Rating, 4.7 out of 5 stars
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    10K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management: The Basics for Success

    Skills you'll gain: Project Controls, Team Leadership, Project Planning, Team Performance Management, Team Management, Team Building, Project Management, Project Management Life Cycle, Project Schedules, Performance Reporting, Leadership, Management Reporting, Communication Planning, Stakeholder Management, Communication

    4.6
    Rating, 4.6 out of 5 stars
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    11K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    Y

    Yale University

    Mercados financieros

    Skills you'll gain: Investment Banking, Risk Management, Financial Market, Portfolio Management, Business Ethics, Investments, Finance, Financial Services, Behavioral Economics, Capital Markets, Equities, Banking, Financial Regulation, Securities (Finance), Leadership Studies, Underwriting, Non-Profit Accounting, Derivatives, Economics, Policy, and Social Studies, Insurance

    4.9
    Rating, 4.9 out of 5 stars
    ·
    578 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Finance for Technical Managers

    Skills you'll gain: Sustainability Reporting, Financial Analysis, Financial Statement Analysis, Cost Estimation, Environmental Social And Corporate Governance (ESG), Capital Budgeting, Budgeting, Cost Benefit Analysis, Project Risk Management, Risk Analysis, Income Statement, Cost Management, Financial Modeling, Investment Management, Balance Sheet, Risk Management, Financial Reporting, Financial Forecasting, Project Finance, Finance

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    353 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    T

    Technical University of Denmark (DTU)

    Wind Energy

    Skills you'll gain: Sustainable Engineering, Forecasting, Financial Forecasting, Mechanical Engineering, Engineering Calculations, Engineering, High Voltage, Systems Engineering, Materials science, Energy and Utilities, Electrical Power, Structural Analysis, Financial Analysis, Environmental Monitoring, Failure Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7.3K reviews

    Mixed · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    Illinois Tech

    Business Management Essentials

    Skills you'll gain: Process Improvement, Process Management, Global Marketing, Business Process, Business Process Management, Financial Statement Analysis, Financial Statements, Brand Management, Leadership and Management, Financial Analysis, Marketing, People Management, Team Leadership, Strategic Marketing, Organizational Change, Leadership, Inventory Accounting, Business Strategy, Financial Management, Data Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    335 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Preparing for Google Cloud Certification: Cloud Network Engr

    Skills you'll gain: Application Performance Management, Distributed Denial-Of-Service (DDoS) Attacks, Google Cloud Platform, Cloud Infrastructure, Load Balancing, System Monitoring, Prompt Engineering, Kubernetes, Network Performance Management, Network Monitoring, Firewall, Containerization, Cloud Computing Architecture, Virtual Networking, Network Architecture, Network Planning And Design, Network Security, Cloud Storage, Network Routing, Virtual Private Networks (VPN)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    50K reviews

    Intermediate · Professional Certificate · 3 - 6 Months

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

  • Risk Management: New York Institute of Finance
  • Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers: HEC Paris
  • Accounting Analysis I: The Role of Accounting as an Information System: University of Illinois Urbana-Champaign
  • Gestión Empresarial Exitosa para Pymes: Pontificia Universidad Católica de Chile
  • Generative AI Leadership & Strategy: Vanderbilt University
  • IBM IT Project Manager: IBM
  • Project Management: The Basics for Success: University of California, Irvine
  • Mercados financieros: Yale University
  • Finance for Technical Managers: University of Colorado Boulder
  • Wind Energy: Technical University of Denmark (DTU)

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