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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
    A

    American Council on Exercise

    ACE Health Coach

    Skills you'll gain: Health And Wellness Coaching, Mindfulness, Chronic Diseases, Stress Management, Nutrition Education, Coaching, Social Determinants Of Health, Patient-centered Care, Cognitive Behavioral Therapy, Overcoming Obstacles, Motivational Interviewing, Mental and Behavioral Health, Nutrition and Diet, Exercise Science, Ethical Standards And Conduct, Behavior-Driven Development, Client Support, Goal Setting, Smart Goals, Diversity and Inclusion

    4.4
    Rating, 4.4 out of 5 stars
    ·
    18 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Business Analysis: Project and Stakeholder Management

    Skills you'll gain: Stakeholder Analysis, Stakeholder Management, Stakeholder Engagement, Risk Analysis, Business Analysis, Communication Planning, Risk Mitigation, Project Management, Risk Management, Plan Execution, Project Planning, Business Analysis Tools, Stakeholder Communications, Project Risk Management, Communication Strategies, Management Reporting, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    34 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Toronto

    Knowledge and Skills for Dementia Care: the SSLD Approach

    Skills you'll gain: Gerontology, Long Term Care, Geriatrics, Caregiving, Nursing Homes, Dignity in Care, Home Health Care, Mental and Behavioral Health, Psychosocial Assessments, Behavioral Management, Substance Abuse, Patient-centered Care, Diversity Awareness, Cultural Responsiveness, Informed Consent, Behavior Management, Needs Assessment

    4.6
    Rating, 4.6 out of 5 stars
    ·
    131 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Building a Hiring Plan by Analyzing Past Data in Sheets

    Skills you'll gain: People Analytics, Workforce Planning, Job Analysis, Human Resource Strategy, Talent Sourcing, Human Resources Management and Planning, Human Resources, Workforce Management, Google Sheets, Talent Recruitment, Consolidation, Talent Acquisition, Compensation Analysis, Full Cycle Recruitment, Recruitment Strategies, Recruitment, Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    45 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Impact Investment Finance

    Skills you'll gain: Social Impact, Investments, Philanthropy, Environmental Social And Corporate Governance (ESG), Fundraising, Capital Markets, Financial Market, Financial Management, Finance, International Finance, Entrepreneurial Finance, Entrepreneurship, Fiscal Management, Due Diligence, Business Strategy, Business Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    40 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    ChatGPT + Excel: Master AI-driven Formulas & Visualizations

    Skills you'll gain: Excel Macros, Excel Formulas, Microsoft Excel, Data Visualization, ChatGPT, Plot (Graphics), Spreadsheet Software, Vibe coding, Interactive Data Visualization, AI Enablement, Multimodal Prompts, Prompt Engineering, Prototyping, Verification And Validation, Data Import/Export

    4.8
    Rating, 4.8 out of 5 stars
    ·
    77 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Инициирование и планирование проектов

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, Work Breakdown Structure, Conflict Management, Project Planning, Project Scoping, Organizational Structure, Project Management, Planning, Project Management Life Cycle, Project Documentation, Stakeholder Communications, Stakeholder Analysis, Leadership and Management, Influencing

    4.9
    Rating, 4.9 out of 5 stars
    ·
    70 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Analítica financiera​

    Skills you'll gain: Advanced Analytics, Financial Data, Financial Forecasting, Financial Analysis, Risk Modeling, Financial Modeling, Analytics, Predictive Analytics, Time Series Analysis and Forecasting, Statistical Analysis, Trend Analysis, Risk Analysis, Market Data, Predictive Modeling, Risk Management, Data Transformation, Applied Machine Learning, Machine Learning Methods, Descriptive Analytics, Statistical Methods

    4.6
    Rating, 4.6 out of 5 stars
    ·
    107 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universitat Autònoma de Barcelona

    The Olympic Games and the Media

    Skills you'll gain: Media and Communications, Social Media Management, Culture, Media Relations, Media Strategy, Video Production, Social Media Campaigns, Social Media, Brand Management, Advertising, Event Marketing, Social Media Content, Media Production, Branding, Production Schedule, Digital Media Strategy, Social Media Strategy, Storytelling, Intellectual Property

    4.7
    Rating, 4.7 out of 5 stars
    ·
    168 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Construction Management Fundamentals

    Skills you'll gain: Construction Management, Project Controls, Project Risk Management, Construction Estimating, Construction, Project Schedules, Project Estimation, Facility Management and Maintenance, Energy and Utilities, Cost Estimation, Construction Engineering, Cost Management, Sustainable Architecture, Project Management, Project Management Life Cycle, General Construction and Construction Labor, Project Implementation, Facility Management, Stakeholder Engagement, Leadership Development

    4.8
    Rating, 4.8 out of 5 stars
    ·
    144 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Strategic Sourcing & Supplier Selection

    Skills you'll gain: Strategic Sourcing, Supplier Management, Supplier Risk Management, Vendor Management, Contract Negotiation, Supplier Performance Management, Supplier Relationship Management, Procurement, Cost Benefit Analysis, Financial Modeling, Negotiation, Market Research, Market Intelligence, Risk Management, Financial Analysis, Data-Driven Decision-Making, Process Improvement, Spreadsheet Software, Business Communication, Data Analysis

    3.3
    Rating, 3.3 out of 5 stars
    ·
    9 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    K

    Kennesaw State University

    AI for Professional Communication

    Skills you'll gain: Prompt Engineering, Business Correspondence, Target Audience, Business Communication, AI literacy, Communication Planning, Strategic Communication, Business Writing, Social Media Content, Generative AI, Communication Strategies, Meeting Facilitation, Content Creation, Social Media, Artificial Intelligence

    4.8
    Rating, 4.8 out of 5 stars
    ·
    33 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • ACE Health Coach: American Council on Exercise
  • Business Analysis: Project and Stakeholder Management: SkillUp
  • Knowledge and Skills for Dementia Care: the SSLD Approach: University of Toronto
  • Building a Hiring Plan by Analyzing Past Data in Sheets: Coursera
  • Impact Investment Finance: Duke University
  • ChatGPT + Excel: Master AI-driven Formulas & Visualizations: Vanderbilt University
  • Инициирование и планирование проектов: University of California, Irvine
  • Analítica financiera​: Universidad de los Andes
  • The Olympic Games and the Media: Universitat Autònoma de Barcelona
  • Construction Management Fundamentals: University of Maryland, College Park

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