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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: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Microeconomics Principles

    Skills you'll gain: Supply And Demand, Economics, Market Dynamics, Behavioral Economics, Economics, Policy, and Social Studies, Social Sciences, Resource Allocation, Market Analysis, Socioeconomics, Consumer Behaviour, Decision Making, Critical Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Global Marketing and International Business Strategy

    Skills you'll gain: Global Marketing, Marketing, Strategic Marketing, Marketing Management, Consumer Behaviour, Organizational Structure, Branding, Marketing Strategies, Marketing Planning, Brand Strategy, Product Strategy, Culture, Promotional Strategies, Marketing Effectiveness, Business, Growth Strategies, Research, Operations Management, Environment, Planning

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Career Readiness & Leadership Skills in the Modern Workplace

    Skills you'll gain: Active Listening, Empathy & Emotional Intelligence, Emotional Intelligence, Team Performance Management, Interviewing Skills, Executive Presence, Leadership Development, Conflict Management, Business Ethics, Management Training And Development, Case Studies, Empathy, Relationship Management, Ethical Standards And Conduct, Leadership, Self-Awareness, Oral Expression, Workforce Development, Professional Networking, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.4K reviews

    Beginner · Specialization · 1 - 3 Months

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

    EDUCBA

    Retail Management and Supply Chain Fundamentals

    Skills you'll gain: Inventory and Warehousing, Warehousing, Retail Management, Warehouse Operations, Warehouse Management, Inventory Management, Retail Store Operations, Merchandising, Supply Chain, Transportation, Supply Chain, and Logistics, Logistics, Retail Sales, Operations Management, Supply Chain Planning, Customer Service, Sales, Planning, Analytics, Decision Making, Design

    Mixed · Course · 1 - 3 Months

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

    Coursera

    Data Visualization & Business Intelligence

    Skills you'll gain: Data Storytelling, Data Presentation, Dashboard, Data Analysis Expressions (DAX), Power BI, Data Visualization, Key Performance Indicators (KPIs), Data Transformation, Dashboard Creation, Presentations, Data Synthesis, Usability Testing, Microsoft PowerPoint, Star Schema, Data Integration, Business Intelligence Software, Microsoft Excel, Usability, Business Intelligence, Data Cleansing

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.9K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Introduction to Project Management

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, IT Management, Project Management, Information Technology, Project Risk Management, Agile Project Management, Agile Methodology, Project Planning, Relationship Building

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.4K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Bookkeeping and Accounting Essentials

    Skills you'll gain: QuickBooks (Accounting Software), Accounts Payable, Cash Handling, Accounting Software, Bookkeeping, Accounts Payable and Receivable, Payroll Administration, Accounts Receivable, Financial Reporting, Banking, Accounting, Small Business Accounting, Payroll Processing, Payroll, Inventory Accounting, Operations, Business Operations, Operations Management, Business Process, Business

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universiteit Leiden

    International Humanitarian Law in Theory and Practice

    Skills you'll gain: Law, Regulation, and Compliance, Legal Proceedings, International Relations, Child Welfare, Journalism, Case Studies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    SkillUp

    Electronic Fund Transfers (Regulation E) with ESIGN

    Skills you'll gain: Electronic Benefits Transfer (EBT), Record Keeping, Automated Clearing House, Financial Regulation, Bank Regulations, Regulatory Compliance, Customer Complaint Resolution, Financial Regulations, Payment Processing and Collection, Compliance Training, Payment Systems, Law, Regulation, and Compliance, Payment Processing, Compliance Management, Regulatory Requirements, Regulation and Legal Compliance

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Mortgage Loans, Property Law and Housing Finance

    Skills you'll gain: Mortgage Loans, General Lending, Lending and Underwriting, Consumer Lending, Loan Origination, Loans, Real Estate, Property and Real Estate, Loan Documentation, Credit Risk, Property Management, Real Estate Transactions, Legal Risk, Banking, Underwriting, Risk Management, Property Management Systems, Finance, Mediation, Environment

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Entrepreneurship II: Preparing for Launch

    Skills you'll gain: Entrepreneurship, Business Planning, New Business Development, Entrepreneurial Finance, Go To Market Strategy, Financial Forecasting, Business Strategy, Growth Strategies, Financial Modeling, Fundraising and Crowdsourcing, Cash Flow Forecasting, Equities, Business Modeling, Private Equity, Customer Acquisition Management, Revenue Forecasting, Financial Planning, Management Training And Development, Presentations, Performance Measurement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    769 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    M

    Microsoft

    Engagement & Feedback Optimization

    Skills you'll gain: People Analytics, Employee Engagement, Employee Surveys, Power BI, Organizational Effectiveness, Employee Coaching, Driving engagement, User Feedback, Performance Metric, Performance Analysis, Constructive Feedback, Workforce Planning, Workforce Management, Workforce Development, Dashboard, Human Resource Strategy, Drive Engagement, Dashboard Creation, Data Analysis, Data Analysis Software

    Intermediate · Course · 1 - 3 Months

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

  • Microeconomics Principles: University of Illinois Urbana-Champaign
  • Global Marketing and International Business Strategy: EDUCBA
  • Career Readiness & Leadership Skills in the Modern Workplace: Coursera
  • Retail Management and Supply Chain Fundamentals: EDUCBA
  • Data Visualization & Business Intelligence: Coursera
  • Introduction to Project Management: IBM
  • Bookkeeping and Accounting Essentials: EDUCBA
  • International Humanitarian Law in Theory and Practice: Universiteit Leiden
  • Electronic Fund Transfers (Regulation E) with ESIGN: SkillUp
  • Mortgage Loans, Property Law and Housing Finance: EDUCBA

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