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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
    I

    Interactive Brokers

    Fundamentals of Equities

    Skills you'll gain: Equities, Investments, Financial Analysis, Financial Statement Analysis, Balance Sheet, Financial Market, Business Metrics, Risk Management, Portfolio Management, Income Statement, Business Economics, Cash Flows

    4.3
    Rating, 4.3 out of 5 stars
    ·
    406 reviews

    Beginner · Course · 1 - 4 Weeks

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

    University of Cambridge

    Foundations of Finance

    Skills you'll gain: Cash Flow Forecasting, Financial Reporting, Cash Flows, Finance, Financial Management, Financial Acumen, Financial Statements, Risk Management, Return On Investment, Business Risk Management, Business Ethics, Stakeholder Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    33 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    G

    Google Cloud

    Se préparer à devenir Professional Cloud Network Engineer

    Skills you'll gain: Network Engineering, Cloud Engineering, Network Planning And Design, Network Troubleshooting, Network Architecture, Virtual Networking, Network Monitoring, Event Monitoring, Network Administration, Network Performance Management, Google Cloud Platform, Hybrid Cloud Computing, Cloud Infrastructure, General Networking, Cloud Computing Architecture, Network Infrastructure, Network Support, Virtual Private Networks (VPN), Kubernetes, Virtual Local Area Network (VLAN)

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM UI/UX Designer

    Skills you'll gain: Information Architecture, UI/UX Research, User Research, Agile Software Development, User Interface and User Experience (UI/UX) Design, Design Thinking, User Experience, User Centered Design, Usability, Usability Testing, Responsive Web Design, Agile Methodology, Kanban Principles, User Flows, User Interface (UI), Figma (Design Software), Wireframing, Design Research, Prototyping, Persona (User Experience)

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.8K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Strategic Sales Management

    Skills you'll gain: Sales Management, Sales Strategy, Customer Engagement, Sales Process, Sales Enablement, Sales Training, Case Studies, Sales, Business Planning, Conflict Management, Marketing, Marketing Planning, Strategic Marketing, Market Intelligence, Product Planning, B2B Sales, Competitive Intelligence, Business Marketing, Customer Relationship Building, Business Strategy

    4.6
    Rating, 4.6 out of 5 stars
    ·
    520 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Managerial Accounting: Tools for Facilitating and Guiding Business Decisions

    Skills you'll gain: Management Accounting, Performance Measurement, Cost Accounting, Variance Analysis, Budgeting, Accounting, Capital Budgeting, Financial Accounting, Organizational Strategy, Key Performance Indicators (KPIs), Financial Analysis, Return On Investment, Cash Flows, Decision Making

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    641 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management Project

    Skills you'll gain: Project Risk Management, Project Schedules, Work Breakdown Structure, Timelines, Risk Management, Peer Review, Budgeting, Project Planning, Scheduling, Project Management, Project Implementation, Project Scoping, Project Documentation, Matrix Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Decisiones Financieras

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Portfolio Management, Portfolio Risk, Financial Accounting, Income Statement, Investments, Financial Analysis, Balance Sheet, Business Valuation, Financial Market, Risk Management, Cash Management, Financial Trading, Working Capital, Accrual Accounting, Capital Markets, Cash Flows, Capital Budgeting, Securities (Finance)

    4.8
    Rating, 4.8 out of 5 stars
    ·
    267 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    FinTech Risk Management

    Skills you'll gain: Business Continuity Planning, Compliance Management, Disaster Recovery, Operational Risk, Financial Services, Financial Regulations, Risk Management, Business Risk Management, Governance, IT Management, Information Assurance, Internal Controls, Risk Analysis, Change Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    214 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    What is Compliance?

    Skills you'll gain: Compliance Management, Compliance Training, Regulation and Legal Compliance, Legal Risk, Law, Regulation, and Compliance, Governance Risk Management and Compliance, Compliance Reporting, Regulatory Requirements, Compliance Auditing, Risk Management, Operational Risk, Governance, Risk Mitigation, Strategic Planning, Risk Analysis, Brand Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Precision Bookkeeping: Records, Reconciliation, Reporting

    Skills you'll gain: Reconciliation, Accounting Records, Bookkeeping, Financial Reporting, Financial Controls, Accounting, Financial Data, Compliance Management, Financial Statements, Internal Communications, Verbal Communication Skills, Internal Controls, Automation

    4.4
    Rating, 4.4 out of 5 stars
    ·
    106 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    From Likes to Leads: Interact with Customers Online

    Skills you'll gain: Social Media Marketing, Social Media Strategy, Social Media Management, Social Media Campaigns, Content Creation, Digital Marketing, Digital Advertising, Customer Engagement, Brand Awareness, Marketing Analytics, Target Audience

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.9K reviews

    Beginner · Course · 1 - 3 Months

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

  • Fundamentals of Equities: Interactive Brokers
  • Foundations of Finance: University of Cambridge
  • Se préparer à devenir Professional Cloud Network Engineer : Google Cloud
  • IBM UI/UX Designer: IBM
  • Strategic Sales Management: Fundação Instituto de Administração
  • Managerial Accounting: Tools for Facilitating and Guiding Business Decisions: University of Illinois Urbana-Champaign
  • Project Management Project: University of California, Irvine
  • Decisiones Financieras: Pontificia Universidad Católica de Chile
  • FinTech Risk Management: The Hong Kong University of Science and Technology
  • What is Compliance?: University of Pennsylvania

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