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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: 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: Preview
    Preview
    U

    University of Michigan

    Negociación exitosa: Estrategias y habilidades esenciales (en español)

    Skills you'll gain: Negotiation, Contract Negotiation, Mediation, Arbitration, Communication, Conflict Management, Persuasive Communication, Planning, Influencing, Decision Making, Business Ethics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.7K reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Cybersecurity in the AI Era

    Skills you'll gain: Cybersecurity, Cyber Security Policies, Cyber Risk, Cyber Attacks, Cyber Governance, Cyber Security Strategy, Security Management, Infrastructure Security, Data Security, Threat Modeling, Computer Security, Security Awareness, Risk Management, Enterprise Security, Vulnerability, Governance, General Networking, Public Safety and National Security, Threat Detection, Artificial Intelligence

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Mercados financieros

    Skills you'll gain: Investment Banking, Risk Management, Financial Market, Portfolio Management, Business Ethics, Investments, Finance, Financial Services, Behavioral Economics, Capital Markets, Equities, Banking, Financial Regulation, Securities (Finance), Leadership Studies, Underwriting, Non-Profit Accounting, Derivatives, Economics, Policy, and Social Studies, Insurance

    4.9
    Rating, 4.9 out of 5 stars
    ·
    592 reviews

    Beginner · Course · 1 - 3 Months

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

    Coursera

    Manage Brand Projects

    Skills you'll gain: Planning, Project Planning, Cross-Functional Team Leadership, Business Planning, Brand Strategy, Operational Excellence, Brand Management, Brand Awareness, Milestones (Project Management), Project Management, Project Controls, Plan Execution, Process Improvement, Continuous Improvement Process, Risk Management, Managed Services, Stakeholder Communications, Time Management, Collaboration, Target Audience

    Intermediate · Course · 1 - 4 Weeks

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

    Coursera

    QuickBooks: Record, Classify, & Report Expenses

    Skills you'll gain: QuickBooks (Accounting Software), Expense Reports, Expense Management, Accounting Software, Bookkeeping, Accounting Records, Record Keeping, Accounting, Small Business Accounting, Accounts Payable, General Ledger, Transaction Processing, Financial Accounting, General Accounting, Financial Reporting, Data Entry

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    I

    IBM

    IBM Systems Analyst

    Skills you'll gain: Process Mapping, Process Analysis, Business Analysis, Data Storytelling, Business Process Improvement, Feasibility Studies, Systems Analysis, Stakeholder Analysis, Process Optimization, Requirements Management, Process Design, Business Requirements, Systems Design, Stakeholder Management, Communication Planning, Test Planning, Information Technology, Business Process Modeling, Database Management, Agile Methodology

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

    Beginner · Professional Certificate · 3 - 6 Months

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

    Coursera

    Manage Project Resources, Changes, and Performance

    Skills you'll gain: Earned Value Management, Capacity Planning, Change Control, Change Management, Project Controls, Project Risk Management, Scope Management, Project Performance, Project Management, Agile Methodology, Resource Management, Waterfall Methodology, Technical Communication, Business Communication, Stakeholder Communications, Data-Driven Decision-Making

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    HTML, CSS, and Javascript for Web Developers

    Skills you'll gain: HTML and CSS, Cascading Style Sheets (CSS), Ajax, Javascript, Responsive Web Design, Front-End Web Development, Web Design, Bootstrap (Front-End Framework), Web Development, Development Environment, Web Development Tools, Web Design and Development, JSON, Web Applications, Web Content Accessibility Guidelines, Scripting, Browser Compatibility, Object Oriented Programming (OOP), Event-Driven Programming, User Experience Design

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

    Beginner · Specialization · 1 - 3 Months

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

    Logical Operations

    Project Management: Managing Uncertainty and Risks

    Skills you'll gain: Risk Analysis, Project Risk Management, User Story, Communication Planning, Sprint Planning, Agile Project Management, Change Control, Project Management, Project Planning, Backlogs, Release Management, Stakeholder Communications, Team Leadership, Leadership, Microsoft Excel, Leadership Development, Microsoft Word, Microsoft Office

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    Alex Genadinik

    Introduction To Cryptocurrency For People Who Never Used It

    Skills you'll gain: Blockchain, Digital Assets, Cryptography, Security Awareness, Payment Systems, FinTech, Emerging Technologies, Cybersecurity, Investments, Transaction Processing

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    HRCI

    HRCI Human Resource Associate

    Skills you'll gain: Talent Acquisition, Training and Development, Compensation and Benefits, Training Programs, Recruitment, Employee Training, Full Cycle Recruitment, Job Analysis, Employee Performance Management, Compensation Management, Performance Appraisal, Job Evaluation, Developing Training Materials, Compensation Strategy, Performance Management, Human Resource Policies, Compliance Management, Regulatory Compliance, Employee Relations, Business Continuity Planning

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.2K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Controls: Explain and Apply Segregation: Coursera
  • Negociación exitosa: Estrategias y habilidades esenciales (en español): University of Michigan
  • Cybersecurity in the AI Era: University of Maryland, College Park
  • Mercados financieros: Yale University
  • Manage Brand Projects: Coursera
  • QuickBooks: Record, Classify, & Report Expenses: Coursera
  • IBM Systems Analyst: IBM
  • Manage Project Resources, Changes, and Performance: Coursera
  • HTML, CSS, and Javascript for Web Developers: Johns Hopkins University
  • Project Management: Managing Uncertainty and Risks: Logical Operations

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