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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

    Creo Incubator

    Strength Based Success for Leaders

    Skills you'll gain: Emotional Intelligence, Time Management, Empathy & Emotional Intelligence, Professional Networking, Web Presence, Independent Thinking, Relationship Management, Compassion, Rapport Building, Cultural Responsiveness, Goal Setting, Leadership Development, Resilience, Influencing, Leadership, Communication Strategies, Communication, Trustworthiness, Strategic Leadership, Entrepreneurship

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Alternative Investments as We Age: Dive into Your Portfolio

    Skills you'll gain: Portfolio Management, Investments, Portfolio Risk, Risk Modeling, Asset Management, Wealth Management, Return On Investment, Risk Management, Financial Market, Market Liquidity, Real Estate, Financial Modeling, Case Studies

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Marketing Fundamentals Mastery: Apply, Analyze & Evaluate

    Skills you'll gain: Communication Planning, Marketing Strategies, Marketing Strategy and Techniques, Performance Measurement, Strategic Communication, Digital Marketing, Digital Media Strategy, Target Audience, Market Analysis, Performance Metric, Business, Communication, Product Promotion, Decision Making, Analytical Skills, Research

    5
    Rating, 5 out of 5 stars
    ·
    12 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    ISC2

    Moving to the Cloud

    Skills you'll gain: Cloud Management, Business Continuity Planning, Business Continuity, Continuous Monitoring, Cloud Computing, Data Migration, Cloud Security, Security Management, Cloud Platforms, Data Management, Disaster Recovery, Cloud Infrastructure, Cloud Services, Vendor Contracts, Contingency Planning, Risk Management, Service Level Agreement, Governance, Vendor Management, Business Requirements

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Colorado Boulder

    Manage Abrasive Workplace Behavior With Backbone

    Skills you'll gain: Workplace Bullying Intervention, Disciplinary Procedures, Conflict Management, Leadership and Management, People Management, Overcoming Objections, Composure, Organizational Leadership, Business Leadership, Emotional Intelligence, Employee Performance Management, Accountability, Employee Engagement, Human Resource Strategy, Self-Awareness, Employee Retention, Coaching

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    B

    Board Infinity

    Interviewer training for Hiring Managers

    Skills you'll gain: Interviewing Skills, Workplace inclusivity, Diversity Equity and Inclusion Initiatives, Diversity Training, Talent Recruitment, Diversity Awareness, Recruitment Strategies, Talent Acquisition, Discussion Facilitation, Talent Sourcing, Active Listening

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    SCCM Installation & Client Configuration

    Skills you'll gain: Active Directory, Software Installation, System Configuration, Microsoft Intune (Mobile Device Management Software), Software Configuration Management, Azure Active Directory, Hyper-V, Enterprise Architecture, System Implementation, Infrastructure Architecture, Configuration Management, IT Infrastructure, Mac OS, Virtual Machines, Microsoft Azure, System Requirements, Scalability

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Mastering LLP Accounting & Compliance: Analyze and Apply

    Skills you'll gain: Partnership Accounting, Financial Reporting, Specialized Accounting, Technical Accounting, Financial Accounting, Accounting, Business Reporting, Financial Statement Analysis, Financial Statements, Law, Regulation, and Compliance, Tax Laws, Regulatory Requirements, Organizational Structure, Legal Risk, Regulation and Legal Compliance, Commercial Laws, Asset Protection, Registration

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Analyze & Evaluate Bank Branch Lending Operations

    Skills you'll gain: Lending and Underwriting, Loan Origination, Commercial Lending, Loan Documentation, Consumer Lending, General Lending, Banking, Commercial Banking, Loans, Credit Risk, Bank Regulations, Financial Analysis, Due Diligence, Financial Statements, Compliance Management, Financial Statement Analysis, Business Risk Management, Regulatory Compliance, Risk Management, Risk Management Framework

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Web Development with Angular 16: Enhance an existing website

    Skills you'll gain: Angular, Frontend Performance, TypeScript, Server Side, Web Development, Build Tools

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Skillshare

    Creative Photography: Weddings, Film, and Color

    Skills you'll gain: Photography, Photo Editing, Post-Production, Photo/Video Production and Technology, Adobe Photoshop, Color Theory, Image Quality, Visual Storytelling, Cinematography, Adobe Creative Cloud, Editing, Control Panels, Creative Design, Adaptability, Planning, Communication Strategies, Interpersonal Communications, Creativity

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    S

    Starweaver

    New Leader Essentials: Build Teams with 20 Skills

    Skills you'll gain: Supervision, Team Performance Management, Emotional Intelligence, Trustworthiness, Employee Coaching, Team Leadership, Professionalism, Personal Development, Leadership, Constructive Feedback, Coaching, Influencing, Accountability, Team Management, Rapport Building, People Development, Leadership Development, Leadership and Management, Teamwork, Communication

    Intermediate · Course · 1 - 4 Weeks

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

  • Strength Based Success for Leaders: Creo Incubator
  • Alternative Investments as We Age: Dive into Your Portfolio: University of Illinois Urbana-Champaign
  • Marketing Fundamentals Mastery: Apply, Analyze & Evaluate: EDUCBA
  • Moving to the Cloud: ISC2
  • Manage Abrasive Workplace Behavior With Backbone: University of Colorado Boulder
  • Interviewer training for Hiring Managers: Board Infinity
  • SCCM Installation & Client Configuration: Packt
  • Mastering LLP Accounting & Compliance: Analyze and Apply: EDUCBA
  • Analyze & Evaluate Bank Branch Lending Operations: EDUCBA
  • Web Development with Angular 16: Enhance an existing website: Coursera

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