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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
    R

    Rice University

    Engineering Project Management

    Skills you'll gain: Project Scoping, Communication Planning, Cost Management, Scope Management, Project Estimation, Project Schedules, Earned Value Management, Scheduling, Team Management, Quality Assurance, Stakeholder Management, Work Breakdown Structure, Risk Management, Organizational Structure, Procurement, Project Risk Management, Project Documentation, Requirements Management, Project Management, Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Model Power BI Data with Security

    Skills you'll gain: Star Schema, Role-Based Access Control (RBAC), Power BI, Database Design, Data Modeling, Financial Modeling, Data Analysis Expressions (DAX), Authorization (Computing), Relational Databases, Financial Data, Data Security, Security Controls, Dashboard, Data Access, Model Deployment, Gross Profit

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
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    E

    EDUCBA

    Analyze and Apply Project Finance Methods and Functions

    Skills you'll gain: Project Finance, Financial Modeling, Risk Analysis, Loans, Financial Analysis, Financial Forecasting, Excel Formulas, Project Risk Management, Cost Benefit Analysis, Revenue Forecasting, Risk Management, Due Diligence, Microsoft Excel, Cash Flows

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Cancer Biology

    Skills you'll gain: Oncology, Medical Imaging, Patient Education And Counseling, Diagnostic Radiology, Radiation Therapy, Molecular Biology, Diagnostic Tests, Clinical Trials, Pain Management, Preventative Care, Treatment Planning, Urology, Patient Treatment, Immunology, Epidemiology, Surgery, Cell Biology, Care Management, Biology, Pathology

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9.9K reviews

    Beginner · Specialization · 3 - 6 Months

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

    EDUCBA

    Analyze & Apply Derivative Swaps, Futures, and Options

    Skills you'll gain: Derivatives, Futures Exchange, Financial Analysis, Financial Acumen, Financial Trading, Financial Market, Financial Management, Securities Trading, Risk Management, Market Data, Capital Markets, Portfolio Risk, Portfolio Management, Equities, International Finance, Credit Risk, Cash Flows

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Audit & Index Records: Fast & Flawless

    Skills you'll gain: Accounting Records, Auditing, Record Keeping, Compliance Auditing, Metadata Management, Records Management, Financial Auditing, Document Management, Organizational Skills, Operational Efficiency, Information Management, Information Architecture, QuickBooks (Accounting Software), Systems Design, File Management, Data Validation, Verification And Validation, Excel Formulas, Microsoft Excel

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Virginia

    Managerial Accounting Fundamentals

    Skills you'll gain: Management Accounting, Cost Accounting, Operating Cost, Cost Benefit Analysis, Cost Management, Budget Management, Financial Accounting, Financial Data, Financial Analysis, Decision Making, Resource Allocation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    846 reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Analyze and Evaluate Bond Markets & Fixed Income Investing

    Skills you'll gain: Market Data, Financial Analysis, Return On Investment, Portfolio Risk

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Controls: Explain and Apply Segregation

    Skills you'll gain: Financial Controls, Internal Controls, Financial Auditing, Risk Control, Auditing, Compliance Management, Standard Operating Procedure, Process Analysis, Compliance Auditing, Internal Auditing, Accountability, Governance Risk Management and Compliance, Transaction Processing, Business Workflow Analysis, Risk Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Lead with Impact: Nursing Leadership & Strategy

    Skills you'll gain: Nursing Management, Legal Risk, Clinical Leadership, Continuous Quality Improvement (CQI), Stakeholder Engagement, Health Equity, Nursing Administration, Patient Safety, Strategic Leadership, Conflict Management, Teamwork, Nursing, Change Management, Financial Management, Decision Making, Healthcare Ethics, Quality Improvement, Staff Management, Strategic Planning, Delegation Skills

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    D

    Deep Teaching Solutions

    Aprendendo a aprender: ferramentas mentais poderosas para ajudá-lo a dominar assuntos difíceis (em Português) [Learning How to Learn]

    Skills you'll gain: Productivity, Lifelong Learning, Learning Strategies, Time Management, Willingness To Learn, Mental Concentration, Problem Solving, Overcoming Obstacles, Creative Thinking, Persistence, Cognitive flexibility, Stress Management, Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    4.2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    L

    Logical Operations

    Project Management Fundamentals

    Skills you'll gain: Project Management Life Cycle, Project Closure, Project Implementation, Project Management, Project Coordination, Project Scoping, Project Design, Project Schedules, Project Controls, Change Control, Project Planning, Cost Management, Work Breakdown Structure, Project Estimation, Communication Planning, Project Documentation, Scheduling, Risk Management

    Mixed · Course · 1 - 3 Months

1…535455…438

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

  • Engineering Project Management: Rice University
  • Model Power BI Data with Security: Coursera
  • Analyze and Apply Project Finance Methods and Functions: EDUCBA
  • Cancer Biology: Johns Hopkins University
  • Analyze & Apply Derivative Swaps, Futures, and Options: EDUCBA
  • Audit & Index Records: Fast & Flawless: Coursera
  • Managerial Accounting Fundamentals: University of Virginia
  • Analyze and Evaluate Bond Markets & Fixed Income Investing: EDUCBA
  • Controls: Explain and Apply Segregation: Coursera
  • Lead with Impact: Nursing Leadership & Strategy: Coursera

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