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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


  • U

    University of California, Irvine

    Career Success

    Skills you'll gain: Business Writing, Goal Setting, Negotiation, Time Management, Business Planning, Creative Thinking, Project Controls, Feasibility Studies, Cash Management, Entrepreneurship, Team Leadership, Business Correspondence, Report Writing, Financial Statement Analysis, Project Planning, Team Performance Management, Cost Control, Concision, Project Management, Communication

    ★ 4.6 (46K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    University of California, Irvine

    Project Management & Other Tools for Career Development

    Skills you'll gain: Business Writing, Stakeholder Engagement, Negotiation, Project Planning, Creative Thinking, Project Performance, Business Correspondence, Stakeholder Communications, Concision, Project Management, Communication Planning, Project Risk Management, Planning, Editing, Performance Measurement, Teamwork, Risk Management, Emotional Intelligence, Relationship Building, Communication

    ★ 4.7 (38K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • I

    Intuit

    Bookkeeping basics

    Skills you'll gain: Bookkeeping, Ledgers (Accounting), Financial Accounting, Financial Reporting, Accounting, Financial Statements, Accounting Records, General Accounting, General Ledger, Standard Accounting Practices, Transaction Processing, Balance Sheet, Income Statement, Business Ethics, Accounting Software, Ethical Standards And Conduct, Cash Flows, Equities, Journals

    ★ 4.6 (6.7K) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    University of Michigan

    Successful Negotiation: Essential Strategies and Skills

    Skills you'll gain: Contract Negotiation, Negotiation, Price Negotiation, Mediation, Arbitration, Communication, Business Communication, Intercultural Competence, Conflict Management, Cultural Responsiveness, Cultural Sensitivity, Influencing, Business Ethics, Decision Making, Ethical Standards And Conduct, Planning, Constructive Feedback, Analysis

    ★ 4.8 (20K) · Beginner · Course · 1 - 3 Months

    Category: Bestseller
    Bestseller
  • U

    University of Pennsylvania

    Business Foundations

    Skills you'll gain: Financial Statements, Operations Management, Customer Analysis, Operations, Operational Efficiency, Financial Statement Analysis, Operational Excellence, Return On Investment, Accrual Accounting, Human Capital, Process Improvement and Optimization, Process Analysis, Branding, Marketing, People Management, Capital Budgeting, Finance, Peer Review, Project Design, Corporate Finance

    ★ 4.7 (27K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    University of Pennsylvania

    Business Analytics

    Skills you'll gain: People Analytics, Descriptive Analytics, Data-Driven Marketing, Financial Statement Analysis, Business Analytics, Data-Driven Decision-Making, Customer Analysis, Financial Statements, Human Resource Strategy, Operations Research, Financial Analysis, Marketing Analytics, Human Resources Management and Planning, Analytics, Operational Efficiency, Predictive Analytics, Customer Insights, Financial Data, Operational Analysis, Peer Review

    ★ 4.6 (18K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    University of Illinois Urbana-Champaign

    Business Value and Project Management

    Skills you'll gain: Agile Methodology, Organizational Change, Revenue Recognition, Agile Project Management, Organizational Structure, Organizational Leadership, Accrual Accounting, Financial Statements, Project Planning, Organizational Strategy, Accruals, Business Ethics, Change Management, Sprint Planning, Waterfall Methodology, Cash Flows, Financial Statement Analysis, Cost Management, Financial Accounting, Project Management

    ★ 4.7 (7.8K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • M

    Macquarie University

    Excel Skills for Business

    Skills you'll gain: Excel Formulas, Dashboard, Microsoft Excel, Dashboard Creation, Data Wrangling, Excel Macros, Data Preprocessing, Spreadsheet Software, Data Validation, Data Manipulation, Data Processing, Data Presentation, Interactive Data Visualization, Data Analysis Software, Business Analytics, Data Modeling, Financial Forecasting, Analytical Skills, Predictive Modeling, Productivity Software

    ★ 4.9 (64K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    University of Geneva

    Investment Management

    Skills you'll gain: Portfolio Management, Wealth Management, Risk Management, Financial Systems, Investment Management, Financial Market, Portfolio Risk, Capital Markets, Risk Analysis, Risk Modeling, Investments, Asset Management, Performance Measurement, Market Dynamics, Environmental Social And Corporate Governance (ESG), Financial Planning, Securities (Finance), Risk Appetite, Finance, Equities

    ★ 4.7 (7.8K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    Universidad Nacional Autónoma de México

    Contabilidad para no contadores

    Skills you'll gain: Income Statement, Balance Sheet, Accounting Records, Financial Statements, Accounting, Financial Accounting, Registration, Financial Statement Analysis, Standard Accounting Practices, Bookkeeping, General Accounting, Financial Reporting, Generally Accepted Accounting Principles (GAAP), Cash Flows, Equities

    ★ 4.8 (10K) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • I

    IBM

    Applied Software Engineering Fundamentals

    Skills you'll gain: Unit Testing, Software Development Life Cycle, Linux Commands, Software Architecture, Bash (Scripting Language), Shell Script, Git (Version Control System), GitHub, Full-Stack Web Development, Flask (Web Framework), Software Design, Version Control, File Management, Unix Shell, Web Development, Linux, Application Deployment, Data Import/Export, Python Programming, NumPy

    ★ 4.6 (52K) · Beginner · Specialization · 3 - 6 Months

    Category: Bestseller
    Bestseller
  • I

    IBM

    IBM AI Product Manager

    Skills you'll gain: Prompt Engineering, Prompt Patterns, AI Product Strategy, Generative AI, New Product Development, Product Management, Product Lifecycle Management, Responsible AI, Generative Model Architectures, Product Development, Innovation, ChatGPT, Product Roadmaps, Product Planning, Machine Learning Methods, Commercialization, Generative Adversarial Networks (GANs), Generative AI Agents, Prompt Engineering Tools, Artificial Intelligence

    ★ 4.7 (36K) · Beginner · Professional Certificate · 3 - 6 Months

    Category: Job Skills
    Job Skills
1…565758…620

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

  • Career Success: University of California, Irvine
  • Project Management & Other Tools for Career Development: University of California, Irvine
  • Bookkeeping basics: Intuit
  • Successful Negotiation: Essential Strategies and Skills: University of Michigan
  • Business Foundations: University of Pennsylvania
  • Business Analytics: University of Pennsylvania
  • Business Value and Project Management: University of Illinois Urbana-Champaign
  • Excel Skills for Business: Macquarie University
  • Investment Management: University of Geneva
  • Contabilidad para no contadores: Universidad Nacional Autónoma de México

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