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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


  • U

    University of Michigan

    Evaluating Designs with Users

    Skills you'll gain: Usability Testing, User Experience Design, User Experience, UI/UX Research, User Research, Design Research, Usability, Human Computer Interaction, Test Planning, Technical Communication, Interviewing Skills

    4.8 stars, 307 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (307) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • U

    University of Illinois Urbana-Champaign

    Finance of Mergers and Acquisitions: Designing an M&A Deal

    Skills you'll gain: Mergers & Acquisitions, Private Equity, Business Valuation, Investment Banking, Accounting, Corporate Tax, Corporate Strategy, Financial Modeling, Financial Management, Corporate Finance, Tax Management

    4.7 stars, 68 reviews, Intermediate, Course, 1 - 3 Months

    ★ 4.7 (68) · Intermediate · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • F

    Fundação Instituto de Administração

    Sales Strategy

    Skills you'll gain: Sales Strategy, Sales Management, Sales Process, Market Intelligence, Competitive Intelligence, Case Studies, Business Strategy, Analysis, Competitive Analysis, Strategic Decision-Making, Market Analysis

    4.5 stars, 191 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 4.5 (191) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • U

    Universidad Nacional Autónoma de México

    Crédito y cobranza

    Skills you'll gain: Payment Processing and Collection, Credit Risk, Lending and Underwriting, Commercial Lending, Loans, Organizational Structure, Financial Analysis, General Lending, Risk Mitigation, Organizational Effectiveness, Accounts Receivable, Financial Policy, Risk Control, Business Risk Management, Administration, Ancient History

    4.8 stars, 116 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (116) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • C

    Coursera

    Creating a Budget with Microsoft Excel

    Skills you'll gain: Budgeting, Microsoft Excel, Budget Management, Excel Formulas, Spreadsheet Software, Financial Data, Microsoft Office

    4.5 stars, 643 reviews, Intermediate, Guided Project, Less Than 2 Hours

    ★ 4.5 (643) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • I

    IE Business School

    Trade, Immigration and Exchange Rates in a Globalized World

    Skills you'll gain: International Finance, Economics, Financial Policy, International Relations, Economics, Policy, and Social Studies, Socioeconomics, Tax, Payment Systems, Social Studies, Supply And Demand, Demography, Policy Analysis, Trend Analysis

    4.8 stars, 303 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (303) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • D

    Duke University

    Blockchain Business Models

    Skills you'll gain: Blockchain, FinTech, Emerging Technologies, Cryptography, Law, Regulation, and Compliance, Financial Regulations, Cryptographic Protocols, Financial Regulation, Regulatory Compliance, Encryption, Technology Strategies, Commercial Banking, Payment Systems, Data Integrity, Digital Assets, Financial Services, Feasibility Studies, Transaction Processing, Innovation, Distributed Computing

    4.7 stars, 404 reviews, Intermediate, Course, 1 - 3 Months

    ★ 4.7 (404) · Intermediate · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • W

    Workday

    Workday Human Capital Management for Business Users

    Skills you'll gain: Workday (Software), Human Resources Software, Human Capital, HR Tech, Benefits Enrollment Processes, Human Resources Information System (HRIS), People Analytics, Learning Management Systems, Human Resource Management, Workflow Management, Staff Management, Business Reporting, Management Reporting, Ad Hoc Reporting, Training Programs, Business Process, Workforce Planning, Compensation Analysis, Data Entry

    4.7 stars, 149 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.7 (149) · Beginner · Course · 1 - 3 Months

    Status: Trending right now
    Trending right now
    Category: Preview
    Preview
  • E

    EC-Council

    Digital Forensics Essentials (DFE)

    Skills you'll gain: Digital Forensics, Malware Protection, Cybersecurity, Cyber Attacks, Network Security, Data Integrity, Network Analysis, Microsoft Windows, Mac OS, Linux Commands, Web Applications, File Systems

    4.7 stars, 193 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.7 (193) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • E

    ESSEC Business School

    Demand management: Breaking down today’s commercial silos

    Skills you'll gain: Revenue Management, Hospitality Management, Digital Marketing, Data-Driven Decision-Making, Demand Generation, Asset Management, Marketing, Hospitality, Revenue Forecasting, Demand Planning, Marketing Channel, Forecasting, Business Valuation, Return On Investment

    4.7 stars, 379 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 4.7 (379) · Mixed · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • U

    University of Colorado Boulder

    Renewable Power and Electricity Systems

    Skills you'll gain: Energy and Utilities, Electric Power Systems, Electrical Power, Electrical Systems, Basic Electrical Systems, Electrical Equipment, Plant Operations and Management, Sustainable Technologies, Reliability, Capacity Planning, Market Opportunities, Market Dynamics, Capacity Management, Case Studies, Customer Demand Planning, Forecasting, Wholesaling, Demand Planning

    4.7 stars, 311 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.7 (311) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • I

    Institute for the Future

    Urgent Optimism: How to Turn Foresight into Action

    Skills you'll gain: Visionary, Proactivity, Strategic Planning, Action Oriented, Planning, Community Organizing, Strategic Thinking, Optimism, Social Impact, Creative Thinking, Innovation, Culture, Persuasive Communication, Creativity, Goal Setting, Leadership, Storytelling

    4.8 stars, 292 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (292) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
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In summary, here are 10 of our most popular financial planning courses

  • Evaluating Designs with Users: University of Michigan
  • Finance of Mergers and Acquisitions: Designing an M&A Deal: University of Illinois Urbana-Champaign
  • Sales Strategy: Fundação Instituto de Administração
  • Crédito y cobranza: Universidad Nacional Autónoma de México
  • Creating a Budget with Microsoft Excel: Coursera
  • Trade, Immigration and Exchange Rates in a Globalized World: IE Business School
  • Blockchain Business Models: Duke University
  • Workday Human Capital Management for Business Users: Workday
  • Digital Forensics Essentials (DFE): EC-Council
  • Demand management: Breaking down today’s commercial silos: ESSEC Business School

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