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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.

Popular Financial Planning Courses and Certifications


  • E

    EDUCBA

    Fixed Income Analysis and Valuation

    Skills you'll gain: Securities (Finance), Credit Risk, Investment Management, Capital Markets, Investments, Portfolio Risk, Equities, Market Liquidity, Derivatives, Risk Modeling, Financial Modeling, Finance, Financial Analysis, Risk Analysis, Lending and Underwriting, Corporate Finance, Mortgage Loans, General Finance, Income Statement, Entrepreneurial Finance

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
  • E

    EDUCBA

    Private Equity Deal Structures and Valuation

    Skills you'll gain: Private Equity, Business Valuation, Investments, Investment Banking, Investment Management, Mergers & Acquisitions, Return On Investment, Financial Analysis, Equities, Capital Markets, Real Estate, Performance Analysis, Finance, Performance Measurement, Real Estate Transactions, Banking, Corporate Finance, Cash Flows, Growth Strategies, Analysis

    Mixed · Course · 1 - 4 Weeks

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

    University of Pennsylvania

    The Materiality of ESG Factors

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Risk Management Framework, Risk Analysis, Risk Management, Case Studies, Stakeholder Engagement, Business Risk Management, Stakeholder Management, Governance Risk Management and Compliance, Workplace inclusivity, Corporate Sustainability, Diversity Equity and Inclusion Initiatives, Governance, Climate Change Programs, Investment Management, Sustainable Business, Waste Minimization, Portfolio Risk, Equities, Finance

    ★ 4.7 (1.4K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • T

    Tecnológico de Monterrey

    Marketing con Redes Sociales

    Skills you'll gain: Persona Development, Social Media Strategy, Social Media, Performance Measurement, Social Media Marketing, Social Media Campaigns, Smart Goals, Content Performance Analysis, Social Media Management, Digital Media Strategy, Content Marketing, Social Media Content, Communication Planning, Goal Setting, Performance Analysis, Key Performance Indicators (KPIs), Social Media Analytics, Active Listening, LinkedIn, Facebook

    ★ 4.5 (3.8K) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • V

    Vanderbilt University

    Data Management for Clinical Research

    Skills you'll gain: Clinical Data Management, Data Capture, Electronic Data Capture (EDC), Clinical Research, Data Management, Data Collection, Data Sharing, Data Strategy, Data Quality, Data Storage, Regulatory Compliance

    ★ 4.7 (1.9K) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • U

    University of California, Irvine

    Project Management Project

    Skills you'll gain: Work Breakdown Structure, Project Risk Management, Risk Management, Project Management, Project Scoping, Project Planning, Risk Mitigation, Scope Management, Project Schedules, Risk Analysis, Project Documentation, Project Estimation, Timelines, Cost Estimation, Scheduling, Accountability Frameworks, Budgeting, Accountability

    ★ 4.8 (3.4K) · Mixed · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    University of California, Irvine

    Fundamentals of Management

    Skills you'll gain: Goal Setting, Smart Goals, Professional Networking, Management Training And Development, Business Management, Staff Management, Leadership and Management, Operations Management, People Management, Business Administration, Relationship Building, Strategic Planning, Leadership Development, Business Planning, Customer Service, Organizational Leadership, Organizational Strategy, Leadership

    ★ 4.6 (4K) · Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • U

    University of Virginia

    Aspectos básicos de la planificación y la gestión de proyectos

    Skills you'll gain: Stakeholder Analysis, Project Management Life Cycle, Planning, Project Risk Management, Risk Management, Project Planning, Project Implementation, Project Management, Project Schedules, Earned Value Management, Project Scoping, Risk Mitigation, Project Controls, Stakeholder Management, Risk Analysis, Plan Execution, Agile Methodology, Dependency Analysis, Kanban Principles

    ★ 4.8 (767) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • P

    Packt

    Investing Presentations-Deliver an IPO Roadshow Presentation

    Skills you'll gain: Sales Presentations, Presentations, Oral Expression, Executive Presence, Microsoft PowerPoint, Storytelling, Public Speaking, Verbal Communication Skills, Stakeholder Communications, Business Communication, Strategic Communication, Corporate Communications, Data Storytelling, Concision, Stakeholder Engagement, Data Visualization, Business Planning, Constructive Feedback

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
  • C

    Coursera

    Structure Lifecycle Marketing

    Skills you'll gain: Marketing Automation, Conversion Funnel Analysis, HubSpot CRM, Marketing Operations, Customer Relationship Management (CRM) Software, Marketing Effectiveness, Marketing Analytics, Data-Driven Marketing, Customer Retention, Customer Acquisition Management, Customer Analysis, Cross-Channel Marketing, Marketing, Customer Insights, Customer Communications Management, Target Audience, Communication Planning, Customer Engagement, Workflow Management, B2B Sales

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • P

    Pearson

    Multiplicity, Change, and Human Resources

    Skills you'll gain: Organizational Change, Human Resources, People Management, Human Resources Management and Planning, Staff Management, Human Resource Strategy, Talent Management, Leadership and Management, People Development, Leadership Studies, Change Management, Workplace inclusivity, Workforce Development, Workforce Management, Communication Planning, Stress Management, Internal Communications, Collaboration, Diversity Awareness, Recruitment

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
  • P

    Packt

    The Mother of All Success Manuals

    Skills you'll gain: Growth Mindedness, Habit Formation, Time Management, Entrepreneurship, Productivity, Empowerment, Prioritization, Overcoming Obstacles, Assertiveness, Personal Development, Self-Motivation, Planning, Scheduling, New Business Development, Professional Development, Accountability, Business Development, Business Strategy, Business Communication, Delegation Skills

    Beginner · Course · 1 - 3 Months

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

  • Fixed Income Analysis and Valuation: EDUCBA
  • Private Equity Deal Structures and Valuation: EDUCBA
  • The Materiality of ESG Factors: University of Pennsylvania
  • Marketing con Redes Sociales: Tecnológico de Monterrey
  • Data Management for Clinical Research: Vanderbilt University
  • Project Management Project: University of California, Irvine
  • Fundamentals of Management: University of California, Irvine
  • Aspectos básicos de la planificación y la gestión de proyectos: University of Virginia
  • Investing Presentations-Deliver an IPO Roadshow Presentation: Packt
  • Structure Lifecycle Marketing: Coursera

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