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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


  • Status: Preview
    Preview
    U

    University of Virginia

    Managerial Accounting Fundamentals

    Skills you'll gain: Management Accounting, Cost Accounting, Accounting, 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
    ·
    865 reviews

    Beginner · Course · 1 - 4 Weeks

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    New
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    E

    EDUCBA

    Credit Risk Management Fundamentals

    Skills you'll gain: Credit Risk, Risk Modeling, Portfolio Risk, Securities (Finance), Risk Management, Risk Management Framework, Risk Analysis, Derivatives, Risk Mitigation, Financial Modeling, Portfolio Management, Banking, Finance, Statistical Methods, Analytics, Design

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    J

    John Wiley & Sons

    Capital Markets and the IPO Process

    Skills you'll gain: Investment Banking, Capital Markets, Equities, Financial Market, Securities (Finance), Investments, Registration, Mergers & Acquisitions, Regulatory Documents, Financial Modeling, Regulation and Legal Compliance, Business Valuation, Corporate Accounting, Underwriting, Cash Management, Due Diligence, Corporate Finance, Cash Flows, Price Negotiation, Dealing With Ambiguity

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Regulatory Compliance

    Skills you'll gain: Compliance Training, Compliance Management, Regulatory Compliance, Health Insurance Portability And Accountability Act (HIPAA) Compliance, General Data Protection Regulation (GDPR), Medical Privacy, Law, Regulation, and Compliance, Legal Risk, Information Privacy, Governance Risk Management and Compliance, Personally Identifiable Information, Regulatory Requirements, Regulation and Legal Compliance, Internal Communications, Procedure Development, Data Security, Continuous Monitoring, Health Information Management, Risk Management, Business Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.9K reviews

    Intermediate · Specialization · 3 - 6 Months

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    U

    University of California, Santa Barbara

    Managing the Talent Lifecycle

    Skills you'll gain: Talent Acquisition, Talent Recruitment, Workforce Planning, Recruitment, Employee Onboarding, New Hire Orientations, Recruitment Strategies, Employee Retention, Talent Sourcing, Talent Pipelining, Full Cycle Recruitment, Diversity Equity and Inclusion Initiatives, Workplace inclusivity, Human Resources Management and Planning, Human Resources, Employee Engagement, Diversity and Inclusion, Human Resource Strategy, Strategic Sourcing, Talent Management

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Narrative Economics

    Skills you'll gain: Behavioral Economics, Storytelling, Economics, Economics, Policy, and Social Studies, Financial Forecasting, Forecasting, Socioeconomics, Social Studies, Market Dynamics, Consumer Behaviour, Automation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    912 reviews

    Beginner · Course · 1 - 4 Weeks

  • T

    The University of Edinburgh

    Animal Behaviour and Welfare

    Skills you'll gain: Pain Management, Applied Behavior Analysis, Scientific Methods, Behavior Management, Psychological Evaluations, Stress Management, Empathy & Emotional Intelligence, Ethical Standards And Conduct, Science and Research

    4.8
    Rating, 4.8 out of 5 stars
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    5.4K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Brand and Product Management

    Skills you'll gain: Product Lifecycle Management, Brand Strategy, Customer experience strategy (CX), Brand Management, Branding, Competitive Analysis, Product Management, Product Planning, Product Strategy, New Product Development, Journey Mapping, Customer Engagement, Design and Product, Demand Planning, Internal Communications, Employee Engagement, Estimation, Consumer Behaviour, Portfolio Management, Conversion Funnel Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    2.7K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Leeds

    Managing Major Engineering Projects

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, Engineering Management, Scope Management, Risk Management, Project Finance, Project Scoping, Program Management, Project Portfolio Management, Stakeholder Analysis, Project Risk Management, Risk Management Framework, Project Management, Governance, Project Management Life Cycle, Project Performance, Risk Mitigation, Risk Analysis, Contract Management, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    1.3K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    P

    Pearson

    Principles of Human Resource Management

    Skills you'll gain: Job Analysis, Employee Relations, Compensation and Benefits, Compensation Management, Compensation Strategy, Talent Recruitment, Employee Training, Workforce Planning, Human Resources Management and Planning, Labor Relations, Benefits Administration, Human Resources, Human Resource Strategy, Performance Appraisal, Accident Prevention, Recruitment, Talent Acquisition, Job Evaluation, Employee Engagement, Human Resource Management

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    Software Engineering

    Skills you'll gain: Software Design Patterns, Requirements Analysis, White-Box Testing, Software Architecture, Acceptance Testing, Software Development Methodologies, Unified Modeling Language, Software Development Life Cycle, Configuration Management, Software Quality Assurance, Debugging, Software Quality (SQA/SQC), Software Engineering, Software Testing, Object Oriented Design, Functional Requirement, Data Modeling, Systems Design, Project Management, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    677 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Integrative Health and Medicine

    Skills you'll gain: Drug Interaction, Meditation & Breathwork, Contraindication, Patient Education And Counseling, Mindfulness, Patient Referral, Pharmacology, Treatment Planning, Pain Management, Manual Therapy, Patient Safety, Health Assessment, Patient Education and Support, Health Systems, Clinical Practices, Nursing Practices, Patient Evaluation, Pharmacotherapy, Nurse Education, Patient-centered Care

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.9K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Managerial Accounting Fundamentals: University of Virginia
  • Credit Risk Management Fundamentals: EDUCBA
  • Capital Markets and the IPO Process: John Wiley & Sons
  • Regulatory Compliance: University of Pennsylvania
  • Managing the Talent Lifecycle: University of California, Santa Barbara
  • Narrative Economics: Yale University
  • Animal Behaviour and Welfare: The University of Edinburgh
  • Brand and Product Management: IE Business School
  • Managing Major Engineering Projects: University of Leeds
  • Principles of Human Resource Management: Pearson

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