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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: Preview
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    U

    Universidad Nacional Autónoma de México

    Finanzas personales

    Skills you'll gain: Insurance, Financial Planning, Budgeting, Financial Management, Risk Management, Asset Management, Credit Risk, Investments, Cost Reduction, Expense Management, Consumer Behaviour

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidad de los Andes

    Fundamentos de Finanzas Empresariales

    Skills you'll gain: Financial Statement Analysis, Finance, Financial Analysis, Income Statement, Capital Budgeting, Balance Sheet, Financial Modeling, Financial Management, Business Mathematics, Corporate Finance, Return On Investment, Microsoft Excel, Investment Management, Cash Flows, Business Metrics, Loans

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

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Finance for Managers

    Skills you'll gain: Financial Management, Financial Acumen, Financial Data, Management Accounting, Finance, Profit and Loss (P&L) Management, Business Metrics, Business Analysis

    4.8
    Rating, 4.8 out of 5 stars
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    1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Fundamentals of Accounting

    Skills you'll gain: Balance Sheet, Financial Statements, Income Statement, Management Accounting, Financial Statement Analysis, Performance Measurement, Organizational Strategy, Capacity Management, Cost Accounting, Cost Control, Financial Reporting, Performance Metric, Asset Management, Financial Accounting, Financial Analysis, Budgeting, Budget Management, Accounting, Business Metrics, Small Business Accounting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Introduction to Risk Management

    Skills you'll gain: Risk Management, Business Risk Management, Risk Modeling, Operational Risk, Enterprise Risk Management (ERM), Credit Risk, Risk Analysis, Portfolio Management, Capital Markets, Financial Market, Investment Management, Finance, Financial Regulation, Financial Modeling, Market Liquidity, Probability Distribution

    4.6
    Rating, 4.6 out of 5 stars
    ·
    807 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Generative AI for Program Managers

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Responsible AI, Program Management, Risk Management, Stakeholder Engagement, Project Management Institute (PMI) Methodology, Stakeholder Analysis, Strategic Decision-Making, Business Risk Management, Stakeholder Management, Strategic Planning, AI Product Strategy, Artificial Intelligence and Machine Learning (AI/ML), Deep Learning, Governance, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
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    11K reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
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    Status: Preview
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    E

    EDUCBA

    Equity Capital Markets: Analyze & Forecast IPOs

    Skills you'll gain: Equities, Capital Markets, Investment Banking, Business Valuation, Financial Modeling, Global Marketing, Market Share, Financial Forecasting, Financial Analysis, Market Dynamics, Financial Statements, International Finance, Financial Regulations, Underwriting, Fundraising

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Work Smarter, Not Harder: Time Management for Personal & Professional Productivity

    Skills you'll gain: Time Management, Scheduling, Strategic Prioritization, Productivity Software, Professionalism, Planning, Overcoming Obstacles, Communication Strategies, Crisis Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    17K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Engineering Project Management

    Skills you'll gain: Project Scoping, Communication Planning, Cost Management, Scope Management, Project Estimation, Project Schedules, Earned Value Management, Scheduling, Team Management, Quality Assurance, Stakeholder Management, Work Breakdown Structure, Risk Management, Organizational Structure, Procurement, Project Risk Management, Project Documentation, Requirements Management, Project Management, Planning

    4.7
    Rating, 4.7 out of 5 stars
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    4.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management: The Basics for Success

    Skills you'll gain: Project Controls, Team Leadership, Project Planning, Team Performance Management, Team Management, Team Building, Project Management, Project Management Life Cycle, Project Schedules, Performance Reporting, Leadership, Management Reporting, Communication Planning, Stakeholder Management, Communication

    4.6
    Rating, 4.6 out of 5 stars
    ·
    11K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Decision-Making and Scenarios

    Skills you'll gain: Data-Driven Decision-Making, Forecasting, Financial Modeling, Financial Statements, Decision Making, Capital Budgeting, Financial Analysis, Return On Investment, Cash Flows, New Business Development, Risk Analysis, Income Statement, Balance Sheet, Spreadsheet Software

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.7K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Construction Finance

    Skills you'll gain: Project Finance, Construction Management, Real Estate, Cash Flows, Financial Modeling, Risk Management, Finance, Project Management, Financial Analysis, Capital Budgeting, Business Mathematics, Strategic Partnership, Return On Investment, Feasibility Studies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 3 Months

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

  • Finanzas personales: Universidad Nacional Autónoma de México
  • Fundamentos de Finanzas Empresariales : Universidad de los Andes
  • Finance for Managers: IESE Business School
  • Fundamentals of Accounting: University of Illinois Urbana-Champaign
  • Introduction to Risk Management: New York Institute of Finance
  • Generative AI for Program Managers: IBM
  • Equity Capital Markets: Analyze & Forecast IPOs: EDUCBA
  • Work Smarter, Not Harder: Time Management for Personal & Professional Productivity: University of California, Irvine
  • Engineering Project Management: Rice University
  • Project Management: The Basics for Success: University of California, Irvine

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