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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
    F

    Fundação Instituto de Administração

    Mercado de Capitais

    Skills you'll gain: Derivatives, Portfolio Management, Capital Markets, Financial Systems, Financial Market, Credit Risk, Risk Management, Investments, Equities, Financial Regulation, Market Liquidity, Financial Policy, Risk Analysis, Financial Analysis, Securities Trading, Financial Services, Financial Trading, Market Data, Financial Management, Wealth Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    31 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Administración de Proyectos Project

    Skills you'll gain: Project Schedules, Project Risk Management, Work Breakdown Structure, Stakeholder Analysis, Project Management, Communication Planning, Project Scoping, Project Documentation, Budget Management, Project Planning, Human Resources Management and Planning, Peer Review

    4.7
    Rating, 4.7 out of 5 stars
    ·
    334 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Introduction to Medical Software

    Skills you'll gain: Clinical Trials, Software Development Life Cycle, Medical Devices, Systems Development, Usability, Medical Privacy, Regulatory Affairs, Verification And Validation, Human Factors, Regulatory Requirements, Quality Management Systems, Risk Management, Medical Management, User Interface (UI), Software Design, Healthcare Project Management, Software Testing, Entrepreneurship, Artificial Intelligence and Machine Learning (AI/ML), User Research

    4.8
    Rating, 4.8 out of 5 stars
    ·
    281 reviews

    Intermediate · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Introduction to Risk Management

    Skills you'll gain: Threat Modeling, Risk Management, Business Continuity Planning, Asset Protection, Risk Analysis, Business Risk Management, Risk Management Framework, Risk Mitigation, Vulnerability Assessments, Asset Management, Disaster Recovery, Security Controls

    4.7
    Rating, 4.7 out of 5 stars
    ·
    153 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Liderazgo y habilidades de negociación

    Skills you'll gain: Negotiation, Conflict Management, Assertiveness, Communication, Interpersonal Communications, Active Listening, Empathy, Performance Review, Constructive Feedback, Organizational Leadership, Relationship Building, Leadership and Management, Team Leadership, Leadership, Emotional Intelligence, Strategic Communication, Influencing, Business Leadership, Communication Strategies, Strategic Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Advanced · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Google Project Management

    Skills you'll gain: Backlogs, Quality Management, Project Closure, Project Planning, Scope Management, Team Management, Project Scoping, Agile Project Management, Budget Management, Project Risk Management, Milestones (Project Management), Team Leadership, Communication Planning, Agile Software Development, Sprint Retrospectives, Resource Management, Project Management Life Cycle, Smart Goals, Change Management, Project Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    368 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    M

    Michigan State University

    Design and Make Infographics (Project-Centered Course)

    Skills you'll gain: Infographics, Adobe Illustrator, Graphic and Visual Design, Data Mapping, Graphic Design, Typography, Layout Design, Design Elements And Principles, Storytelling, Color Theory

    4.6
    Rating, 4.6 out of 5 stars
    ·
    960 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidad de Chile

    Competencias Laborales: Perfiles, Evaluación y Capacitación.

    Skills you'll gain: Training Programs, Peer Review, Performance Appraisal, Training and Development, Employee Performance Management, Job Analysis, Performance Measurement, Program Evaluation, Process Mapping, Employee Surveys

    4.4
    Rating, 4.4 out of 5 stars
    ·
    428 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Decentralized Finance (DeFi) Primitives

    Skills you'll gain: Loans, Lending and Underwriting, FinTech, Key Management, Cryptography, Digital Assets, Market Liquidity, Financial Trading, Transaction Processing, Governance

    4.9
    Rating, 4.9 out of 5 stars
    ·
    458 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Completing the Accounting Cycle

    Skills you'll gain: Month End Closing, Financial Accounting, Financial Statements, Ledgers (Accounting), Accounting, Income Statement, Balance Sheet, Accounting Records

    4.6
    Rating, 4.6 out of 5 stars
    ·
    144 reviews

    Mixed · Course · 1 - 4 Weeks

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

    Scrimba

    Fullstack Development

    Skills you'll gain: Prompt Engineering, Responsive Web Design, Node.JS, Command-Line Interface, TypeScript, Unit Testing, SQL, HTML and CSS, Web Content Accessibility Guidelines, Typography, Cascading Style Sheets (CSS), Ajax, React.js, User Interface and User Experience (UI/UX) Design, Hypertext Markup Language (HTML), JavaScript Frameworks, JSON, Generative AI, Database Design, UI Components

    4.6
    Rating, 4.6 out of 5 stars
    ·
    810 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Cape Town

    Research for Impact

    Skills you'll gain: Strategic Communication, Stakeholder Engagement, Social Impact, Influencing, Research, Sustainable Development, Policy Analysis, Change Management, Systems Thinking, Complex Problem Solving, Capacity Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    196 reviews

    Beginner · Course · 1 - 3 Months

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

  • Mercado de Capitais: Fundação Instituto de Administração
  • Administración de Proyectos Project: Tecnológico de Monterrey
  • Introduction to Medical Software: Yale University
  • Introduction to Risk Management: University of California, Irvine
  • Liderazgo y habilidades de negociación: Tecnológico de Monterrey
  • Google Project Management: Google
  • Design and Make Infographics (Project-Centered Course): Michigan State University
  • Competencias Laborales: Perfiles, Evaluación y Capacitación.: Universidad de Chile
  • Decentralized Finance (DeFi) Primitives: Duke University
  • Completing the Accounting Cycle: University of California, Irvine

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