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  • Financial Planning

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 Illinois Urbana-Champaign

    Investments II: Lessons and Applications for Investors

    Skills you'll gain: Investments, Portfolio Management, Finance, Return On Investment, Behavioral Economics, Equities, Financial Market, Asset Management, Portfolio Risk, Performance Analysis, Income Tax, Decision Making, Benchmarking

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    881 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Investment Strategies and Portfolio Analysis

    Skills you'll gain: Portfolio Management, Investment Management, Performance Measurement, Performance Analysis, Return On Investment, Investments, Financial Market, Financial Analysis, Risk Analysis, Benchmarking, Statistical Analysis

    4.2
    Rating, 4.2 out of 5 stars
    ·
    279 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Dynamics 365 Business Central Development Quick Start

    Skills you'll gain: Enterprise Resource Planning, Microsoft Power Platform, Microsoft Azure, Development Environment, Application Deployment, Microsoft 365, Docker (Software), Virtual Environment, Software As A Service, Integrated Development Environments, Cloud Deployment, Serverless Computing, Git (Version Control System), Business Development

    Beginner · Course · 1 - 3 Months

  • C

    Commonwealth Education Trust

    Foundations of Teaching for Learning: Introduction

    Skills you'll gain: Creative Thinking, Classroom Management, Teaching, Adaptability, Education and Training, Pedagogy, Instructional Strategies, Adult Education, Student Engagement, Rapport Building, Professional Development, Learning Theory, Collaboration, Curriculum Development, Childhood Education and Development, Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    859 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of London

    Brand Management: Aligning Business, Brand and Behaviour

    Skills you'll gain: Brand Management, Branding, Brand Marketing, Brand Strategy, Brand Awareness, Employee Engagement, Marketing Management, Global Marketing, Internal Communications, Customer experience strategy (CX), Human Resources, Organizational Change, Consumer Behaviour, Cross-Functional Collaboration

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management Project

    Skills you'll gain: Project Risk Management, Project Schedules, Work Breakdown Structure, Timelines, Risk Management, Peer Review, Budgeting, Project Planning, Scheduling, Project Management, Project Implementation, Project Scoping, Project Documentation, Matrix Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    Mastering ISO 27001 Controls: Implementation and Auditing

    Skills you'll gain: ISO/IEC 27001, Auditing, Audit Planning, Security Controls, Security Management, Information Systems Security, Information Assurance, Risk Management, Risk Management Framework, Security Strategy, Security Requirements Analysis, Identity and Access Management, Security Awareness, Information Technology

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    C

    California Institute of the Arts

    Acting Skills for Business Communication and Leadership

    Skills you'll gain: Active Listening, Empathy, Assertiveness, Communication, Business Communication, Interpersonal Communications, Planning, Goal Setting, Mindfulness, Public Speaking, Influencing, Leadership, Business Leadership, Presentations, Team Building, Empowerment, Executive Presence, Non-Verbal Communication, Teamwork, Initiative and Leadership

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Introduction to Spreadsheets and Models

    Skills you'll gain: Spreadsheet Software, Financial Modeling, Regression Analysis, Excel Formulas, Business Modeling, Simulation and Simulation Software, Operations Research, Microsoft Excel, Google Sheets, Probability Distribution, Analysis, Forecasting, Predictive Analytics, Risk Analysis, Statistical Methods, Data Analysis Software, Process Optimization, Decision Tree Learning

    4.2
    Rating, 4.2 out of 5 stars
    ·
    3.9K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Introduction to Healthcare Accounting

    Skills you'll gain: Financial Statements, Financial Accounting, Financial Statement Analysis, Financial Analysis, Balance Sheet, Financial Acumen, Accounting, Fiscal Management, Profit and Loss (P&L) Management, Cash Flows, Resource Management, Healthcare Industry Knowledge, Financial Management, Performance Improvement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    23 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    What is Compliance?

    Skills you'll gain: Compliance Management, Compliance Training, Regulation and Legal Compliance, Legal Risk, Law, Regulation, and Compliance, Governance Risk Management and Compliance, Compliance Reporting, Regulatory Requirements, Compliance Auditing, Risk Management, Operational Risk, Governance, Risk Mitigation, Strategic Planning, Risk Analysis, Brand Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.5K reviews

    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, Employee Relations, Occupational Safety And Health, Risk Management, Business Risk Management

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.1K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Investments II: Lessons and Applications for Investors: University of Illinois Urbana-Champaign
  • Investment Strategies and Portfolio Analysis: Rice University
  • Dynamics 365 Business Central Development Quick Start: Packt
  • Foundations of Teaching for Learning: Introduction: Commonwealth Education Trust
  • Brand Management: Aligning Business, Brand and Behaviour: University of London
  • Project Management Project: University of California, Irvine
  • Mastering ISO 27001 Controls: Implementation and Auditing: Packt
  • Acting Skills for Business Communication and Leadership: California Institute of the Arts
  • Introduction to Spreadsheets and Models: University of Pennsylvania
  • Introduction to Healthcare Accounting: University of Michigan

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