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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: Free Trial
    Free Trial
    W

    West Virginia University

    Sales Force Management

    Skills you'll gain: Recruitment, Sales Training, Sales Management, Talent Recruitment, Sales, Employee Training, Performance Appraisal, Team Motivation, Interviewing Skills, Job Analysis, Performance Measurement

    4.7
    Rating, 4.7 out of 5 stars
    ·
    112 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidad Nacional Autónoma de México

    Empresas familiares

    Skills you'll gain: Financial Analysis, Business, Administration, Entrepreneurship, Case Studies, Business Management, New Business Development, Market Analysis, Business Strategies, Organizational Structure, Marketing Strategies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    27 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    GenAI in Insurance: Automating Claims & Risk Mitigation

    Skills you'll gain: Generative AI, Insurance, Decision Support Systems, AI Product Strategy, Expense Management, Responsible AI, Data Ethics, AI Enablement, Insurance Policies, Underwriting, AI Personalization, Operational Efficiency, Data-Driven Decision-Making, Claims Processing, Financial Services, Personalized Service, Business Process Automation, Automation, Risk Management, Analytics

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    I

    IE Business School

    Basics of Accounting for Liabilities

    Skills you'll gain: Case Studies, Balance Sheet, Financial Accounting, Accounting, Equities, Accruals, Accounts Payable, Risk Analysis, Finance, Financial Analysis, Financial Reporting, Loans

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Negotiation

    Skills you'll gain: Negotiation, Conflict Management, Communication, Strategic Planning, Contingency Planning, Active Listening, Collaboration, Planning, Research, Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    30 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Estructura de capital

    Skills you'll gain: Capital Markets, Equities, Bankruptcies, Corporate Finance, Corporate Tax, Tax, Financial Policy, Financial Analysis, Business Valuation, Risk Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    14 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    SEL Capstone

    Skills you'll gain: Adult Education, Syllabus Development, Teaching, Training Programs, Curriculum Planning, Professional Development, Emotional Intelligence, Higher Education, Program Evaluation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    61 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Global Postharvest Loss Prevention: Fundamentals, Technologies, and Actors

    Skills you'll gain: Loss Prevention, Waste Minimization, Food Quality Assurance And Control, Supply Chain, Food and Beverage, Supply Chain Management, Production Process, Market Dynamics, Economics, Capacity Planning, Stakeholder Management, Analysis, Education and Training, Innovation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    178 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Program Stakeholders Management in ClickUp

    Skills you'll gain: Stakeholder Management, Program Management, Stakeholder Engagement, Agile Methodology, Project Design, Stakeholder Analysis, Project Management, Diagram Design

    4.6
    Rating, 4.6 out of 5 stars
    ·
    19 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Sourcing Excellence

    Skills you'll gain: Supply Chain Management, Strategic Sourcing, Forecasting, Supply Chain Planning, Materials Management, Procurement, Supplier Management, Inventory Management System, Process Improvement, Supplier Quality Management, Payment Processing, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
    ·
    27 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    Howard University

    Foundations of Information Systems for Business

    Skills you'll gain: Business Software, Information Systems, Business Systems, Business Technologies, Management Information Systems, Information Technology, Enterprise Resource Planning, E-Commerce, Systems Analysis, Computer Hardware, Data Warehousing, Disaster Recovery, Networking Hardware, Business Ethics, Operating Systems, Business Process Management, Customer Relationship Management, Security Management, Business-To-Consumer, Data Security

    4.7
    Rating, 4.7 out of 5 stars
    ·
    62 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    S

    Starweaver

    Launching Your Online Business: Strategies for Success

    Skills you'll gain: Business Planning, Customer Support, Strategic Planning, Business Strategy, E-Commerce, Business Modeling, Digital Marketing, Entrepreneurship, New Business Development, Marketing Strategies, Competitive Analysis, Operations Management

    Beginner · Course · 1 - 4 Weeks

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

  • Sales Force Management: West Virginia University
  • Empresas familiares: Universidad Nacional Autónoma de México
  • GenAI in Insurance: Automating Claims & Risk Mitigation: Coursera
  • Basics of Accounting for Liabilities: IE Business School
  • Negotiation : Arizona State University
  • Estructura de capital: Pontificia Universidad Católica de Chile
  • SEL Capstone: University of Colorado Boulder
  • Global Postharvest Loss Prevention: Fundamentals, Technologies, and Actors: University of Illinois Urbana-Champaign
  • Program Stakeholders Management in ClickUp: Coursera
  • Sourcing Excellence: Rutgers the State University of New Jersey

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