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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
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    I

    Indian School of Business

    Creating a Portfolio

    Skills you'll gain: Portfolio Management, Investment Management, Performance Analysis, Market Dynamics, Text Mining, Technical Analysis, Risk Management, Financial Regulation, Compliance Management, Benchmarking

    4.5
    Rating, 4.5 out of 5 stars
    ·
    320 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    K

    Kennesaw State University

    Six Sigma Tools for Define and Measure

    Skills you'll gain: Data Collection, Lean Six Sigma, Six Sigma Methodology, Quality Improvement, Process Improvement, Business Process, Project Management, Project Planning, Customer experience improvement, Process Mapping, Statistics, Statistical Analysis, Stakeholder Analysis

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
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    2.6K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tally Education and Distribution Services Private Limited

    Basics of Statutory Compliance and Taxation

    Skills you'll gain: Accounting Software, Accounting and Finance Software, Tax Returns, Data Import/Export, Tax Management, Tax, Tax Compliance, Bookkeeping, Billing & Invoicing, Ledgers (Accounting), Financial Accounting, Financial Reporting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    43 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
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    R

    Real Madrid Graduate School Universidad Europea

    Proteger a los campeones: Entrenamiento deportivo práctico

    Skills you'll gain: Continuous Monitoring, Physical Stamina, Accident Prevention, Pediatrics, Child Health, Child Development, Data-Driven Decision-Making, Risk Analysis, Nutrition and Diet, Health Education, Real Time Data, Coaching, Data Analysis, Data Collection

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    S

    Starweaver

    Credit Risk Analysis and Underwriting

    Skills you'll gain: Credit Risk, Lending and Underwriting, Risk Analysis, Risk Management, Business Risk Management, Case Studies, Financial Analysis, Financial Statement Analysis, Corporate Finance, Financial Modeling, Stakeholder Communications, Performance Measurement, Balance Sheet, Cash Flows

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Corporate Entrepreneurship: Innovating within Corporations

    Skills you'll gain: Proposal Development, Business Modeling, Innovation, Entrepreneurship, Customer Analysis, Entrepreneurial Finance, Business Valuation, Financial Modeling, Market Opportunities, New Business Development, Internal Auditing, Corporate Finance, Financial Statements, Business Strategy, Corporate Strategy, Business Planning, Corporate Accounting, Project Finance, Business Metrics, Finance

    4.6
    Rating, 4.6 out of 5 stars
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    298 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    E

    EDUCBA

    Master Accounting Fundamentals: Analyze, Interpret & Apply

    Skills you'll gain: Cash Flows, Income Statement, Financial Analysis, Financial Accounting, Revenue Recognition, Generally Accepted Accounting Principles (GAAP), Revenue Management, Accrual Accounting, Finance

    4.4
    Rating, 4.4 out of 5 stars
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    25 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
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    Status: Free Trial
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    I

    IBM

    Systems and Solutions Architect Capstone Project

    Skills you'll gain: Cloud-Native Computing, Enterprise Architecture, CI/CD, Cloud Applications, Unified Modeling Language, Microservices, Cloud Infrastructure, Cloud Computing, Docker (Software), Data Modeling, Requirements Analysis, Software Systems, Architectural Design, Software Development Life Cycle, Stakeholder Engagement, Application Programming Interface (API), Database Design, Database Management, Data Governance, SQL

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    McMaster University

    Finance for Everyone Capstone Project

    Skills you'll gain: Peer Review, Project Documentation, Finance, Stakeholder Engagement, Portfolio Management, Constructive Feedback, Financial Analysis, Financial Planning, Project Implementation, Presentations, Action Oriented

    4.8
    Rating, 4.8 out of 5 stars
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    73 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Digital Marketing Analytics in Practice

    Skills you'll gain: Data Storytelling, Marketing Analytics, Case Studies, Web Analytics, Analytics, Business Analytics, Trend Analysis, Digital Marketing, Data Analysis, Marketing Planning, Marketing, Online Advertising, MarTech, Consumer Behaviour, Data Collection, Fraud detection, Information Privacy

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
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    3.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    B

    Birla Institute of Technology & Science, Pilani

    Video Games - Technology and Social Impacts

    Skills you'll gain: Game Design, Video Game Development, Live Streaming, Animation and Game Design, Systems Thinking, Aesthetics, Social Sciences, Economics, Policy, and Social Studies, Liberal Arts, Culture, Education and Training, Social Impact, Electronic Media, Psychology, Interactive Learning, Storytelling, User Experience, Media Strategy, Critical Thinking, Digital Media Strategy

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Reinforcement Learning for Trading Strategies

    Skills you'll gain: Reinforcement Learning, Recurrent Neural Networks (RNNs), Financial Trading, Deep Learning, Portfolio Management, Artificial Intelligence and Machine Learning (AI/ML), Artificial Neural Networks, Applied Machine Learning, Markov Model, Portfolio Risk, Financial Market, Time Series Analysis and Forecasting, Risk Management

    3.5
    Rating, 3.5 out of 5 stars
    ·
    245 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Creating a Portfolio : Indian School of Business
  • Six Sigma Tools for Define and Measure: Kennesaw State University
  • Basics of Statutory Compliance and Taxation: Tally Education and Distribution Services Private Limited
  • Proteger a los campeones: Entrenamiento deportivo práctico: Real Madrid Graduate School Universidad Europea
  • Credit Risk Analysis and Underwriting: Starweaver
  • Corporate Entrepreneurship: Innovating within Corporations: University of Maryland, College Park
  • Master Accounting Fundamentals: Analyze, Interpret & Apply: EDUCBA
  • Systems and Solutions Architect Capstone Project: IBM
  • Finance for Everyone Capstone Project: McMaster University
  • Digital Marketing Analytics in Practice: University of Illinois Urbana-Champaign

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