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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
    I

    IBM

    IBM Business Analyst

    Skills you'll gain: Risk Mitigation, Business Analysis, Business Process Modeling, Data Storytelling, Risk Analysis, Project Scoping, Process Flow Diagrams, Stakeholder Analysis, Process Optimization, Requirements Management, Prompt Engineering, Risk Management, Stakeholder Management, Digital Transformation, Interactive Data Visualization, Responsible AI, Excel Formulas, Microsoft Excel, Business Analytics, Process Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    14K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Meta

    Meta Web Development Fundamentals

    Skills you'll gain: Django (Web Framework), Responsive Web Design, Cascading Style Sheets (CSS), HTML and CSS, Back-End Web Development, Relational Databases, Object Oriented Programming (OOP), Database Management Systems, Bootstrap (Front-End Framework), SQL, Database Design, Databases, Front-End Web Development, Database Administration, Unit Testing, MySQL, Web Development, Computer Programming, Pseudocode, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    17K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Mergers and Acquisitions

    Skills you'll gain: Mergers & Acquisitions, Private Equity, Investment Banking, Financial Statement Analysis, Business Valuation, Financial Statements, Financial Forecasting, Financial Analysis, Capital Markets, Financial Modeling, Corporate Accounting, Corporate Tax, Price Negotiation, Accounting, Corporate Finance, Income Statement, Balance Sheet, Investments, Tax, Financial Accounting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    668 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Investment and Portfolio Management

    Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Market, Investments, Securities (Finance), Financial Systems, Securities Trading, Asset Management, Behavioral Economics, Capital Markets, Investment Management, Equities, Performance Measurement, Finance, Financial Services, Performance Analysis, Risk Management, Return On Investment, Market Liquidity, Derivatives

    4.5
    Rating, 4.5 out of 5 stars
    ·
    2.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Think like a CFO

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Market, Income Statement, Corporate Finance, Accounting, Financial Management, Cash Flows, Balance Sheet, Financial Acumen, Financial Modeling, Accrual Accounting, Financial Accounting, Financial Data, Financial Analysis, Management Accounting, Capital Budgeting, Finance, Equities, Business Valuation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6.4K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    An Introduction to Programming the Internet of Things (IOT)

    Skills you'll gain: Test Planning, Embedded Systems, Linux, Internet Of Things, Embedded Software, Basic Electrical Systems, Automation Engineering, User Requirements Documents, Electronics, Functional Requirement, Operating System Administration, Electronic Components, Serial Peripheral Interface, Systems Design, Operating Systems, Requirements Analysis, Network Protocols, Application Programming Interface (API), TCP/IP, Python Programming

    4.7
    Rating, 4.7 out of 5 stars
    ·
    20K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    D

    Duke University

    Church Administration Foundations

    Skills you'll gain: Delegation Skills, Time Management, Administration, Organizational Strategy, Strategic Planning, Human Resources Management and Planning, Financial Management, Organizational Leadership, Leadership Development, Cultural Diversity

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    U

    Università Bocconi

    Private Equity and Venture Capital

    Skills you'll gain: Private Equity, Business Valuation, Entrepreneurial Finance, Mergers & Acquisitions, Investments, Financial Management, Legal Risk, Financial Modeling, Tax Laws, Entrepreneurship, Due Diligence, Negotiation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9.1K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Marketing in a Digital World

    Skills you'll gain: Digital Marketing, Marketing, Marketing Planning, Marketing Strategies, Digital Transformation, Digital Advertising, Customer Engagement

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    17K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
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    E

    EDUCBA

    Analyze Investor Behavior with Behavioral Finance

    Skills you'll gain: Behavioral Economics, Investments, Financial Analysis, Investment Management, Financial Market, Finance, Portfolio Management, Decision Making, Portfolio Risk, Market Dynamics, Asset Management, Economics, Risk Analysis, Probability & Statistics

    Beginner · Course · 1 - 3 Months

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

    Logical Operations

    Project Management: Teams, Procurements, and Execution

    Skills you'll gain: Vendor Management, Team Management, Project Management, Project Implementation, Vendor Relationship Management, Procurement, Team Building, Project Scoping, Scope Management, Conflict Management, Team Leadership, Agile Project Management, Project Risk Management, Project Planning, Leadership, Leadership Development, Change Control, Microsoft Office, Microsoft Excel, Microsoft Word

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
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    E

    EDUCBA

    Analyze and Build a Private Equity LBO Case Study

    Skills you'll gain: Private Equity, Case Studies, Financial Modeling, Financial Statements, Investment Banking, Income Statement, Balance Sheet, Financial Analysis, Corporate Finance, Investments, Cash Flows, Return On Investment

    Beginner · Course · 1 - 4 Weeks

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

  • IBM Business Analyst: IBM
  • Meta Web Development Fundamentals: Meta
  • Mergers and Acquisitions: University of Illinois Urbana-Champaign
  • Investment and Portfolio Management: Rice University
  • Think like a CFO: IESE Business School
  • An Introduction to Programming the Internet of Things (IOT): University of California, Irvine
  • Church Administration Foundations: Duke University
  • Private Equity and Venture Capital: Università Bocconi
  • Marketing in a Digital World: University of Illinois Urbana-Champaign
  • Analyze Investor Behavior with Behavioral Finance: EDUCBA

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