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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: Preview
    Preview
    P

    Pontificia Universidad Católica del Perú

    Finanzas para todos

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Accounting, Financial Analysis, Balance Sheet, Profit and Loss (P&L) Management, Working Capital, Accounts Payable and Receivable, Performance Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    15 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    Notion for Beginners: Intro to AI Marketing Template Mastery

    Skills you'll gain: Marketing Automation, Marketing Planning, AI Enablement, Marketing Strategies, Marketing, Campaign Management, ChatGPT, Databases, Automation, Project Planning, Artificial Intelligence

    4.7
    Rating, 4.7 out of 5 stars
    ·
    17 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    B

    Banco Interamericano de Desarrollo

    Herramientas de gestión de proyectos de desarrollo

    Skills you'll gain: Work Breakdown Structure, Cost Management, Earned Value Management, Project Controls, Project Schedules, Project Management, Project Scoping, Communication Planning, Procurement, Budget Management, Scheduling, Timelines, Resource Management, Strategic Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    141 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    Full Stack Software Developer Assessment

    Skills you'll gain: Cloud Computing, Cloud Infrastructure, Cloud Services, JavaScript Frameworks, Cloud Deployment, DevOps, Full-Stack Web Development, OpenShift, Version Control, CI/CD, Cloud-Native Computing, Web Applications, Microservices, Containerization, Web Development, Serverless Computing, Cloud Applications, Django (Web Framework), HTML and CSS, Data Storage Technologies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    286 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    Edureka

    Certified Associate in Project Management (PMI-CAPM)

    Skills you'll gain: Business Analysis, Stakeholder Management, Project Planning, Project Closure, Project Implementation, Requirements Management, Project Scoping, Project Schedules, Risk Management, Resource Management, Team Leadership, Work Breakdown Structure, Communication, Sprint Retrospectives, Kanban Principles, Risk Management Framework, Continuous Improvement Process, User Story, Problem Solving, Critical Thinking

    4.2
    Rating, 4.2 out of 5 stars
    ·
    10 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    The Blockchain

    Skills you'll gain: Blockchain, FinTech, Cryptography, Distributed Computing, Transaction Processing, Payment Systems, Emerging Technologies, Digital Assets, Software Systems, Computer Systems, Software Architecture, Data Integrity, Network Analysis, Peer Review

    4.2
    Rating, 4.2 out of 5 stars
    ·
    177 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Составление бюджета и графиков проектов

    Skills you'll gain: Project Schedules, Project Controls, Scheduling, Project Planning, Cost Estimation, Needs Assessment, Work Breakdown Structure, Resource Allocation, Project Management, Budget Management, Timelines, Quality Management, Planning, Estimation, Budgeting, Dependency Analysis, Matrix Management, Leadership and Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    42 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Sustainable Neighborhoods

    Skills you'll gain: Land Development, Landscape Architecture, Environmental Science, Sustainable Development, Case Studies, Community Development, Public Works, Sustainable Design, Environment and Resource Management, Building Codes, Cultural Diversity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    86 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Advanced Speaking and Listening Project

    Skills you'll gain: Verbal Communication Skills, Public Speaking, Communication, Active Listening, Planning, English Language, Organizational Skills, Detail Oriented, Creativity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    46 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidad Nacional Autónoma de México

    Crédito y cobranza

    Skills you'll gain: Payment Processing and Collection, Credit Risk, Commercial Lending, Loans, Organizational Structure, Financial Analysis, Consumer Lending, Accounts Receivable, Business Risk Management, Organizational Strategy, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
    ·
    109 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Análisis de situaciones de negocio

    Skills you'll gain: Case Studies, Financial Analysis, Market Share, People Management, Strategic Decision-Making, Marketing Management, Business Management, Corporate Strategy, Decision Making, Financial Statement Analysis, Business Analysis, Strategic Thinking, Consumer Behaviour, Complex Problem Solving, Brand Management, Leadership and Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    157 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    哲学导论(中文版)

    Skills you'll gain: Liberal Arts, Deductive Reasoning, Scientific Methods, Artificial Intelligence

    4.8
    Rating, 4.8 out of 5 stars
    ·
    206 reviews

    Mixed · Course · 1 - 3 Months

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

  • Finanzas para todos : Pontificia Universidad Católica del Perú
  • Notion for Beginners: Intro to AI Marketing Template Mastery: Coursera
  • Herramientas de gestión de proyectos de desarrollo: Banco Interamericano de Desarrollo
  • Full Stack Software Developer Assessment: IBM
  • Certified Associate in Project Management (PMI-CAPM): Edureka
  • The Blockchain: University of California, Irvine
  • Составление бюджета и графиков проектов: University of California, Irvine
  • Sustainable Neighborhoods: Johns Hopkins University
  • Advanced Speaking and Listening Project: University of California, Irvine
  • Crédito y cobranza: Universidad Nacional Autónoma de México

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