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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: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Investment Banking Operations & Financial Markets

    Skills you'll gain: Investment Banking, Mergers & Acquisitions, Capital Markets, International Finance, Banking, Banking Services, Financial Trading, Reconciliation, Financial Market, Market Analysis, Corporate Finance, Financial Services, Financial Analysis, Underwriting, Market Research, Payment Systems, Risk Management Framework, Derivatives, Finance, Corporate Strategy

    5
    Rating, 5 out of 5 stars
    ·
    66 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Introduction to Financial Analysis - The "Why?"

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Finance, Accounting, Financial Accounting, Business Valuation, General Accounting, Financial Acumen, Financial Statements, Financial Management, Balance Sheet, Corporate Finance, Income Statement, Accounting Records, Entrepreneurial Finance, Risk Analysis, Cash Flows, Equities, Organizational Structure, Governance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    354 reviews

    Beginner · Course · 1 - 4 Weeks

  • M

    Microsoft

    Test Planning, Execution and Analytics

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Lesson Planning with the ELL in Mind

    Skills you'll gain: Lesson Planning, Language Competency, English Language, Curriculum Planning, Pedagogy, Instructional and Curriculum Design, Language Learning, Student Engagement, Multilingualism, Learning Theory, Grammar, Vocabulary

    4.7
    Rating, 4.7 out of 5 stars
    ·
    203 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Client Intake, Assessments, Skill Analysis and Planning

    Skills you'll gain: Accountability, Recruitment, Client Services, Needs Assessment, Prospecting and Qualification, Gap Analysis, Goal Setting, Coaching, Recruitment Strategies, Community Outreach, Case Management, Critical Thinking, Overcoming Obstacles

    4.6
    Rating, 4.6 out of 5 stars
    ·
    86 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Master Project Planning, Scheduling & Risk Management

    Skills you'll gain: Stakeholder Management, Cost Management, Stakeholder Engagement, Work Breakdown Structure, Stakeholder Communications, Project Schedules, Cost Estimation, Stakeholder Analysis, Scheduling, Project Risk Management, Project Management, Cost Control, Project Scoping, Risk Management, Budget Management, Project Planning, Project Management Life Cycle, Communication Strategies, Scope Management, Risk Analysis

    Mixed · Course · 1 - 3 Months

  • Status: Hot New Release
    Hot New Release
    H

    Harvard Business Review

    Lead for Results: From Planning to Execution

    Skills you'll gain: Performance Analysis, Process Analysis, Goal Setting, Delegation Skills, Performance Measurement, Project Management, Meeting Facilitation, Time Management, Team Performance Management, Goal-Oriented, Project Risk Management, Project Coordination, Productivity, Leadership, Conflict Management, Negotiation, Prioritization, Planning, Organizational Strategy, Organizational Development

    4.9
    Rating, 4.9 out of 5 stars
    ·
    15 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Project Management: Planning to Control Mastery

    Skills you'll gain: Stakeholder Management, Cost Management, Stakeholder Engagement, Project Scoping, Work Breakdown Structure, Cost Estimation, Project Closure, Earned Value Management, Stakeholder Communications, Change Control, Project Controls, Cost Control, Scope Management, Project Risk Management, Project Schedules, Project Performance, Stakeholder Analysis, Budget Management, Project Management, Project Finance

    Beginner · Specialization · 3 - 6 Months

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

    John Wiley & Sons

    Project Management Foundations and Project Planning

    Skills you'll gain: Project Planning, Stakeholder Engagement, Work Breakdown Structure, Stakeholder Management, Project Management Life Cycle, Business Planning, Project Scoping, Project Management, Stakeholder Analysis, Scheduling, Project Schedules, Project Coordination, Project Management Institute (PMI) Methodology, Feasibility Studies, Scope Management, Smart Goals, Timelines, Project Documentation, Business Ethics, Resource Planning

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Financial Calculator Skills for Finance Professionals

    Skills you'll gain: Depreciation, Finance, Capital Budgeting, Business Mathematics, Financial Analysis, Statistical Methods, Problem Solving, Accounting and Finance Software, General Finance, Cash Flows, Critical Thinking and Problem Solving, Corporate Finance, System Configuration, Engineering Calculations, Complex Problem Solving, Real Time Data, Arithmetic, Creative Problem-Solving, Descriptive Statistics

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Building Financial Models for Entrepreneurs

    Skills you'll gain: Financial Modeling, Entrepreneurial Finance, Financial Forecasting, Entrepreneurship, Financial Data, Financial Analysis, Finance, Negotiation, Investments, Microsoft Excel, Financial Planning, Gap Analysis

    5
    Rating, 5 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Corporate Finance Institute

    Asset Classes and Financial Markets

    Skills you'll gain: Market Data, Equities, Financial Market, Securities (Finance), Market Liquidity, Wealth Management, Investments, Capital Markets, Financial Services, Cash Management, Asset Management, Financial Planning, Product Knowledge

    Intermediate · Course · 1 - 3 Months

1…353637…620

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

  • Investment Banking Operations & Financial Markets: EDUCBA
  • Introduction to Financial Analysis - The "Why?": University of Illinois Urbana-Champaign
  • Test Planning, Execution and Analytics: Microsoft
  • Lesson Planning with the ELL in Mind: Arizona State University
  • Client Intake, Assessments, Skill Analysis and Planning: Goodwill Industries International
  • Master Project Planning, Scheduling & Risk Management: EDUCBA
  • Lead for Results: From Planning to Execution: Harvard Business Review
  • Project Management: Planning to Control Mastery: EDUCBA
  • Project Management Foundations and Project Planning: John Wiley & Sons
  • Financial Calculator Skills for Finance Professionals: EDUCBA

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