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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
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    J

    John Wiley & Sons

    Maximizing Facebook: Marketplace & Features

    Skills you'll gain: Facebook, Fundraising, Fundraising and Crowdsourcing, Social Media, Social Media Content, Social Media Marketing, Social Media Management, Event Marketing, Social Media Strategy, Shared Media, Event Management, Content Scheduling, Content Strategy, Drive Engagement, Public Affairs, General Sales Practices, Content Creation, Selling Techniques, Online Advertising, Communication

    Intermediate · Course · 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
    ·
    673 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    E

    EDUCBA

    Private Equity and Hedge Fund Investing

    Skills you'll gain: Private Equity, Due Diligence, Commercial Real Estate, Real Estate, Investments, Property and Real Estate, Investment Management, Equities, Portfolio Management, Financial Analysis, Finance, Business Valuation, Property Accounting, Portfolio Risk, Securities (Finance), Capital Markets, Performance Measurement, Performance Appraisal, Analysis, Performance Analysis

    Mixed · Course · 1 - 3 Months

  • Status: New
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    Status: Free Trial
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    S

    SkillUp

    S.A.F.E. Mortgage Licensing Act – Regulation G (Federal)

    Skills you'll gain: Registration, Loan Origination, Mortgage Loans, Compliance Training, Regulatory Compliance, Bank Regulations, Financial Regulations, Compliance Management, Compliance Reporting, Consumer Lending, Law, Regulation, and Compliance, Regulatory Requirements, Governance Risk Management and Compliance, Compliance Auditing, Procedure Development, Continuous Monitoring

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    N

    Northwestern University

    Sports Marketing

    Skills you'll gain: Event Marketing, Press Releases, Brand Marketing, Social Media Management, Events and Conferences, Marketing, Social Media, Media Relations, Brand Loyalty, Branding, Marketing and Public Relations, Social Media Campaigns, Marketing Strategies, Event Management, Brand Management, Event Planning, Public Relations, Promotions and Campaigns, Driving engagement, Revenue Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.5K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Information​ ​Systems

    Skills you'll gain: Enterprise Resource Planning, Business Systems Analysis, Systems Analysis, Requirements Analysis, Cybersecurity, Business Requirements, Business Analysis, Business Systems, Cyber Attacks, Cloud Computing, Cyber Security Strategy, Cloud Services, IT Management, Change Management, Business Software, Organizational Change, Technology Strategies, Information Technology, Project Management, Critical Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.2K reviews

    Beginner · Specialization · 3 - 6 Months

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

    EDUCBA

    Modern Logistics Management and Operational Strategy

    Skills you'll gain: Reverse Logistics, Logistics Management, Logistics, Transportation, Supply Chain, and Logistics, Supply Chain Management, Supply Chain, Supply Chain Systems, Performance Measurement, E-Commerce, Enterprise Resource Planning, Operational Performance Management, Performance Metric, Performance Improvement, Organizational Effectiveness, Organizational Development, Business-To-Consumer, Organizational Structure, Automation

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    ISC2

    Certified in Cybersecurity

    Skills you'll gain: Network Security, Incident Response, Incident Management, Business Continuity Planning, Business Continuity, Disaster Recovery, Security Controls, Configuration Management, Governance, Cybersecurity, Security Awareness, Security Management, Computer Security Incident Management, Cyber Attacks, Computer Security Awareness Training, Information Assurance, Data Security, IT Security Architecture, Infrastructure Security, Role-Based Access Control (RBAC)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of California, Santa Barbara

    Business Law: Employment, Securities, and Emerging Trends

    Skills you'll gain: Legal Strategy, Law, Regulation, and Compliance, Legal Risk, Labor Compliance, Governance, Compliance Management, Risk Management Framework, Sarbanes Oxley Act (SOX) Compliance, Regulatory Compliance, Occupational Safety and Health Administration (OSHA), Regulation and Legal Compliance, Labor Law, Risk Management, Export Control, Regulatory Requirements, Commercial Laws, Occupational Safety And Health, Financial Regulations, Securities (Finance)

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Manage Confluence Users

    Skills you'll gain: User Accounts, Identity and Access Management, Auditing, Data Security, Group Policy, Data Access, Audit Planning, System Configuration, Security Awareness, Document Management, Collaborative Software, System Monitoring, Marketing

    Intermediate · Course · 1 - 4 Weeks

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

    Sage Publications

    Talent Management

    Skills you'll gain: Talent Management, Talent Acquisition, Employee Engagement, Performance Appraisal, Talent Pipelining, Talent Recruitment, Performance Management, Human Resources Management and Planning, Employee Coaching, Compensation Management, Workforce Development, Recruitment Strategies, Drive Engagement, Management Training And Development, Performance Review, Workforce Planning, People Development, Human Resource Strategy, Organizational Strategy, Organizational Structure

    Beginner · Course · 3 - 6 Months

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

  • Maximizing Facebook: Marketplace & Features: John Wiley & Sons
  • Software Engineering: The Hong Kong University of Science and Technology
  • Private Equity and Hedge Fund Investing: EDUCBA
  • S.A.F.E. Mortgage Licensing Act – Regulation G (Federal): SkillUp
  • Sports Marketing: Northwestern University
  • Information​ ​Systems: University of Minnesota
  • Modern Logistics Management and Operational Strategy: EDUCBA
  • Certified in Cybersecurity: ISC2
  • Business Law: Employment, Securities, and Emerging Trends: University of California, Santa Barbara
  • Manage Confluence Users: Coursera

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