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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: Preview
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    P

    Pontificia Universidad Católica de Chile

    Planificación y gestión estratégica para Pymes

    Skills you'll gain: Customer Relationship Management, Financial Analysis, Business Modeling, Business Planning, Business Strategy, Financial Statements, Strategic Decision-Making, Accounting, Entrepreneurship, Competitive Analysis, Value Propositions

    4.9
    Rating, 4.9 out of 5 stars
    ·
    997 reviews

    Beginner · Course · 1 - 3 Months

  • 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

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI for Educators & Teachers

    Skills you'll gain: Prompt Engineering, Generative AI, ChatGPT, Ideation, Verification And Validation, Creative Problem-Solving, AI Enablement, Expense Reports, Responsible AI, AI Personalization, Image Analysis, Creativity, LLM Application, Innovation, Brainstorming, Game Design, Expense Management, Organizational Skills, Artificial Intelligence, Lesson Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.9K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Accounting Analysis II: Measurement and Disclosure of Liabilities

    Skills you'll gain: Financial Statement Analysis, Financial Statements, International Financial Reporting Standards, Financial Accounting, Standard Accounting Practices, Balance Sheet, Financial Reporting, Accounting, Accruals, Generally Accepted Accounting Principles (GAAP), Accounts Payable, Lease Contracts

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    130 reviews

    Intermediate · Course · 1 - 3 Months

  • 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

    Análisis de Negocios con Estados Financieros

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Cash Flows, Cash Management, Working Capital, Accrual Accounting, Asset Management, Operating Expense, Resource Management, Equities, Market Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    141 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Regulatory Compliance

    Skills you'll gain: Compliance Training, Compliance Management, Health Insurance Portability And Accountability Act (HIPAA) Compliance, General Data Protection Regulation (GDPR), Medical Privacy, Regulation and Legal Compliance, Legal Risk, Information Privacy, Governance Risk Management and Compliance, Personally Identifiable Information, Compliance Reporting, Law, Regulation, and Compliance, Regulatory Compliance, Regulatory Requirements, Compliance Auditing, Internal Communications, Procedure Development, Business Ethics, Risk Management, Business Strategy

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

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    MedCerts

    Electronic Health Records

    Skills you'll gain: Information Management, Care Coordination, Health Care Administration, Data Ethics, Healthcare Ethics, Medical Coding, Data Storage, Interoperability

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Administración de Proyectos: Principios Básicos

    Skills you'll gain: Project Schedules, Project Scoping, Stakeholder Management, Project Risk Management, Work Breakdown Structure, Stakeholder Analysis, Risk Analysis, Stakeholder Engagement, Cost Management, Risk Management, Project Management, Change Control, Microsoft Project, Project Controls, Communication Planning, Project Performance, Project Planning, Project Documentation, Earned Value Management, Budget Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnKartS

    Agile Project Management Frameworks and Methodologies

    Skills you'll gain: Agile Project Management, Agile Software Development, Agile Methodology, Sprint Retrospectives, Project Controls, Project Scoping, Project Management Life Cycle, Sprint Planning, Project Management, Project Documentation, User Story, Scope Management, Change Control, Waterfall Methodology, Lean Methodologies, Prioritization

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Microsoft 365 Copilot for Leaders

    Skills you'll gain: Prompt Engineering, Microsoft Copilot, ChatGPT, Ideation, Verification And Validation, Succession Planning, Microsoft 365, Target Audience, Business Writing, Responsible AI, Generative AI, Microsoft Teams, Leadership, Meeting Facilitation, Organizational Leadership, Productivity Software, Creativity, AI Enablement, Complex Problem Solving, Strategic Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.7K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SAP

    SAP Technology Consultant

    Skills you'll gain: SAP S/4HANA, System Design and Implementation, Relationship Building, ABAP RESTful Programming Model (RAP), Project Management, Test Script Development, Rapport Building, Project Implementation, Software As A Service, Enterprise Architecture, Enterprise Resource Planning, Consultative Approaches, Solution Architecture, Project Closure, Stakeholder Communications, Product Roadmaps, Test Planning, Workforce Development, Requirements Analysis, Company, Product, and Service Knowledge

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.5K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Planificación y gestión estratégica para Pymes: Pontificia Universidad Católica de Chile
  • From Likes to Leads: Interact with Customers Online: Google
  • Generative AI for Educators & Teachers: Vanderbilt University
  • Accounting Analysis II: Measurement and Disclosure of Liabilities: University of Illinois Urbana-Champaign
  • Project Management Project: University of California, Irvine
  • Análisis de Negocios con Estados Financieros: Pontificia Universidad Católica de Chile
  • Regulatory Compliance: University of Pennsylvania
  • Electronic Health Records: MedCerts
  • Administración de Proyectos: Principios Básicos: Tecnológico de Monterrey
  • Agile Project Management Frameworks and Methodologies: LearnKartS

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