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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: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    M

    Microsoft

    Microsoft Public Relations and Communications Associate

    Skills you'll gain: Media Relations, Proofreading, Public Relations, Stakeholder Analysis, Integrated Marketing Communications, Marketing Communications, Strategic Communication, Public Affairs, Content Management, Web Content, Performance Reporting, Storytelling, Content Management Systems, Press Releases, Content Strategy, Report Writing, Social Media Content, Marketing Effectiveness, Communication Strategies, Generative AI

    4.8
    Rating, 4.8 out of 5 stars
    ·
    188 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Business Intelligence and Competitive Analysis

    Skills you'll gain: Competitive Intelligence, Competitive Analysis, Data Storytelling, Business Intelligence, Business Analytics, Data Analysis, Management Consulting, Business Strategy, Strategic Thinking, Market Analysis, Business Analysis, Performance Analysis, Benchmarking, Key Performance Indicators (KPIs), Root Cause Analysis, Risk Analysis, Financial Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    242 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    GenAI for Algorithmic Trading

    Skills you'll gain: Generative AI, Financial Trading, Market Data, Portfolio Management, Technical Analysis, Market Trend, Real Time Data, Automation, Artificial Intelligence, Python Programming, Recurrent Neural Networks (RNNs), Applied Machine Learning, Risk Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    12 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Quantitative Research

    Skills you'll gain: Surveys, Statistical Hypothesis Testing, Quantitative Research, Statistical Analysis, Marketing Analytics, Market Research, Data Analysis, Marketing, Target Market, Market Analysis, Regression Analysis, Sample Size Determination, Quality Control

    4.4
    Rating, 4.4 out of 5 stars
    ·
    344 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Virginia

    Bases de la planification et de la gestion de projet

    Skills you'll gain: Project Planning, Project Risk Management, Earned Value Management, Project Management Life Cycle, Risk Management, Project Coordination, Project Scoping, Project Management, Sprint Planning, Stakeholder Analysis, Agile Methodology, Budget Management, Dependency Analysis, Scheduling, Work Breakdown Structure, Kanban Principles

    4.7
    Rating, 4.7 out of 5 stars
    ·
    123 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Increasing Real Estate Management Profits: Harnessing Data Analytics

    Skills you'll gain: Data Visualization Software, Tableau Software, Financial Modeling, Business Process, Peer Review, Presentations, Property Management, Data Analysis, MySQL, Risk Analysis, Real Estate, Financial Analysis, Microsoft Excel, Profit and Loss (P&L) Management, Analytics, SQL

    4.7
    Rating, 4.7 out of 5 stars
    ·
    244 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Institute for the Future

    Collaborative Foresight: How to Game the Future

    Skills you'll gain: Visionary, Systems Thinking, Responsible AI, Strategic Thinking, Brainstorming, Game Theory, Creative Thinking, Dealing With Ambiguity, Collaboration, Interviewing Skills, Emerging Technologies, Strategic Planning, Innovation, Cognitive flexibility, Ethical Standards And Conduct, Empathy, Creativity

    4.8
    Rating, 4.8 out of 5 stars
    ·
    304 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Leeds

    Fundamental Skills in Engineering Design

    Skills you'll gain: Engineering Design Process, Engineering Management, Requirements Elicitation, Product Lifecycle Management, Problem Solving, Product Planning, Product Design, Product Development, Engineering Practices, New Product Development, Product Requirements, Conceptual Design

    4.7
    Rating, 4.7 out of 5 stars
    ·
    227 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad de Palermo

    Contabilidad como Herramienta Gerencial

    Skills you'll gain: Management Accounting, Cost Management, Cost Accounting, Accounting, Budgeting, Cash Flows, Financial Statement Analysis, Financial Statements, Financial Reporting, Financial Analysis, Income Statement, Balance Sheet, Business Metrics, Business Planning, Organizational Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    227 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Agile Project Management

    Skills you'll gain: User Story, Agile Project Management, Scrum (Software Development), Agile Methodology, Engineering Management, Sprint Planning, Organizational Strategy, Software Development Methodologies, Project Management, Virtual Teams, Leadership

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    471 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Project Management: Control using the Earned Value and Risk

    Skills you'll gain: Project Controls, Project Risk Management, Project Closure, Earned Value Management, Cost Management, Cost Control, Project Management, Planning, Business Management, Performance Metric, Forecasting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    105 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    AAPC

    AAPC Medical Biller

    Skills you'll gain: Medical Billing, Denial Management, ICD Coding (ICD-9/ICD-10), Patient Registration, Billing, Medical Billing and Coding, Medical Coding, CPT Coding, Accounts Receivable, Payment Processing and Collection, Medical Office Procedures, Utilization Management, Medical Records, Billing & Invoicing, Insurance, Medicare, Health Insurance Portability And Accountability Act (HIPAA) Compliance, Health Systems, Healthcare Industry Knowledge, Regulatory Compliance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    129 reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Microsoft Public Relations and Communications Associate: Microsoft
  • Business Intelligence and Competitive Analysis: Rutgers the State University of New Jersey
  • GenAI for Algorithmic Trading: Coursera
  • Quantitative Research: University of California, Davis
  • Bases de la planification et de la gestion de projet: University of Virginia
  • Increasing Real Estate Management Profits: Harnessing Data Analytics: Duke University
  • Collaborative Foresight: How to Game the Future: Institute for the Future
  • Fundamental Skills in Engineering Design: University of Leeds
  • Contabilidad como Herramienta Gerencial: Universidad de Palermo
  • Agile Project Management: University of Colorado Boulder

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