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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
    U

    University of Maryland, College Park

    PMP Exam Prep: Project Management Principles

    Skills you'll gain: Project Management, Project Management Institute (PMI) Methodology, Agile Project Management, Milestones (Project Management), Project Schedules, Stakeholder Management, Project Documentation, Stakeholder Engagement, Stakeholder Communications, Engineering Documentation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    149 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Business Value Creation

    Skills you'll gain: Resource Allocation, Cash Flows, Financial Acumen, Business Valuation, Business Acumen, Cost Control, Return On Investment, Financial Analysis, Business Metrics, Growth Strategies, Business Strategy, Operational Efficiency, Expectation Management, Competitive Analysis, Strategic Decision-Making, Performance Analysis, Microsoft Excel

    4.8
    Rating, 4.8 out of 5 stars
    ·
    159 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidad de Palermo

    Marketing digital para E-commerce

    Skills you'll gain: Marketing Effectiveness, Performance Measurement, Marketing Analytics, Digital Media Strategy, Marketing Strategies, Target Audience, Marketing Planning, Key Performance Indicators (KPIs), Digital Marketing, E-Commerce, Analysis, Entrepreneurship, Goal Setting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    245 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Google Calendar

    Skills you'll gain: Google Workspace, Calendar Management, Setting Appointments, Collaborative Software, Organizational Skills, Productivity Software, Scheduling, Event Management, Data Sharing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    380 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Estructura de capital y política de dividendos

    Skills you'll gain: Portfolio Management, Financial Management, Investment Management, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Risk Analysis, Business Valuation, Return On Investment

    3.6
    Rating, 3.6 out of 5 stars
    ·
    334 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Gestión del talento humano

    Skills you'll gain: Empathy & Emotional Intelligence, Emotional Intelligence, People Management, Leadership and Management, Team Management, Behavior Management, Productivity, Organizational Effectiveness, Professional Development, Teamwork, Communication, Leadership, Collaboration, Human Resources

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.6K reviews

    Beginner · Course · 1 - 4 Weeks

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

    Edureka

    Generative AI for Finance and Accounting

    Skills you'll gain: Prompt Engineering, Generative AI, Responsible AI, Accounts Payable and Receivable, Prompt Engineering Tools, Data Ethics, Accounting and Finance Software, Financial Data, Make.com, Data Governance, Workflow Management, Miro AI, Financial Forecasting, Financial Management, Credit Risk, Financial Analysis, Artificial Intelligence, No-Code Development, Budgeting, Forecasting

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    Northwestern University

    Content, Advertising & Social IMC

    Skills you'll gain: Integrated Marketing Communications, Social Media Marketing, Content Marketing, Social Media, Social Media Strategy, Earned Media, Owned Media, Paid media, Facebook, Media Strategy, Content Creation, Drive Engagement, Advertising, Digital Advertising, Global Marketing, Marketing Strategies, Key Performance Indicators (KPIs), Customer Engagement, A/B Testing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Operational Risk Management: Frameworks & Strategies

    Skills you'll gain: Operational Risk, Risk Management Framework, Risk Management, Business Risk Management, Risk Modeling, Enterprise Risk Management (ERM), Risk Appetite, Risk Control, Governance, Risk Analysis, Key Performance Indicators (KPIs), Regulatory Requirements, Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    430 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    I

    Indian Institute for Human Settlements

    The Art and Science of Economic Policy

    Skills you'll gain: Economics, Policy, and Social Studies, Policy Development, Public Policies, Policy Analysis, Financial Policy, Behavioral Economics, Political Sciences, Economics, Environmental Policy, Market Dynamics, Public Affairs, Governance, Program Implementation, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    121 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    W

    West Virginia University

    Account Management & Sales Force Design

    Skills you'll gain: Sales Management, Sales Strategy, Account Management, Sales, Sales Process, Sales Training, Inside Sales, Selling Techniques, Business Strategy, Outside Sales, Recruitment

    4.5
    Rating, 4.5 out of 5 stars
    ·
    305 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Case Western Reserve University

    Becoming a Sports Agent

    Skills you'll gain: Brand Management, Brand Marketing, Intellectual Property, Arbitration, Contract Negotiation, Client Services, Recruitment, Talent Recruitment, Insurance, Relationship Management, Financial Planning, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    155 reviews

    Beginner · Course · 1 - 3 Months

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

  • PMP Exam Prep: Project Management Principles : University of Maryland, College Park
  • Business Value Creation: Duke University
  • Marketing digital para E-commerce: Universidad de Palermo
  • Google Calendar: Google Cloud
  • Estructura de capital y política de dividendos: Universidad Nacional Autónoma de México
  • Gestión del talento humano: Universidad Nacional Autónoma de México
  • Generative AI for Finance and Accounting: Edureka
  • Content, Advertising & Social IMC: Northwestern University
  • Operational Risk Management: Frameworks & Strategies: New York Institute of Finance
  • The Art and Science of Economic Policy: Indian Institute for Human Settlements

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