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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
    T

    Tecnológico de Monterrey

    Introducción a la gestión ágil de proyectos

    Skills you'll gain: Agile Project Management, Agile Methodology, Project Management Life Cycle, Sprint Planning, Team Management, Team Building, Kanban Principles, Project Management, Organizational Change, Change Management, Continuous Improvement Process

    4.8
    Rating, 4.8 out of 5 stars
    ·
    120 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Social Computing

    Skills you'll gain: Social Network Analysis, Network Analysis, Responsible AI, Graph Theory, Machine Learning, Applied Machine Learning, Research, Model Evaluation, Social Sciences, Statistical Analysis, Amazon Web Services, R Programming, Tensorflow, Data Ethics, Artificial Intelligence and Machine Learning (AI/ML), Research Design, Sociology, Driving engagement, Machine Learning Methods, Behavioral Economics

    4.3
    Rating, 4.3 out of 5 stars
    ·
    12 reviews

    Intermediate · Specialization · 3 - 6 Months

  • C

    Coursera

    Introduction to JavaScript

    Skills you'll gain: Javascript, User Interface (UI), Web Development, Web Development Tools, HTML and CSS, Scripting, Scripting Languages

    4.5
    Rating, 4.5 out of 5 stars
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    108 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    Foundations of Sustainability and ESG

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Corporate Sustainability, Stakeholder Engagement, Sustainable Business, Governance, Business Metrics, Sustainable Development, Sustainability Reporting, Business Reporting, Stakeholder Management, Environmental Issue, Stakeholder Analysis, Business Ethics, Corporate Strategy, Investment Management, Community Development, Investments, Risk Management, Diversity and Inclusion, Climate Change Mitigation

    4.6
    Rating, 4.6 out of 5 stars
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    51 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University at Buffalo

    The Factors that Influence the Effectiveness of Boards and the Governance Process

    Skills you'll gain: Governance, Meeting Facilitation, Leadership and Management, Organizational Effectiveness, Leadership, Case Studies, Organizational Structure, Culture Transformation, People Development, Discussion Facilitation, Performance Improvement, Succession Planning, Business Ethics, Culture, Diversity and Inclusion, Recruitment Strategies

    4.6
    Rating, 4.6 out of 5 stars
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    66 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Cybersecurity Foundations for Risk Management

    Skills you'll gain: Cyber Governance, Vulnerability Management, Cyber Attacks, Cybersecurity, Cyber Risk, Threat Management, Cyber Threat Intelligence, Security Management, Vulnerability Assessments, Threat Detection, Cyber Security Strategy, Risk Management, Security Awareness, Information Systems Security, Cyber Operations, Incident Response, Network Security, Risk Analysis, Asset Management

    4.7
    Rating, 4.7 out of 5 stars
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    132 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
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    Status: Preview
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    C

    Coursera

    GenAI in Insurance: Automating Claims & Risk Mitigation

    Skills you'll gain: Generative AI, Insurance, Decision Support Systems, AI Product Strategy, Expense Management, Responsible AI, Data Ethics, AI Enablement, Insurance Policies, Underwriting, AI Personalization, Operational Efficiency, Data-Driven Decision-Making, Claims Processing, Financial Services, Personalized Service, Business Process Automation, Automation, Risk Management, Analytics

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Washington

    Essential Marketing Frameworks

    Skills you'll gain: Marketing Psychology, Market Analysis, Consumer Behaviour, Marketing, Market Research, Marketing Planning, Strategic Marketing, Marketing Strategies, Competitive Analysis, Target Audience, Proposal Development, Marketing Channel, Business-To-Consumer, Cross-Channel Marketing, Ethical Standards And Conduct

    4.8
    Rating, 4.8 out of 5 stars
    ·
    24 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Fundos de Investimento

    Skills you'll gain: Investments, Portfolio Management, Financial Services, Wealth Management, Financial Regulation, Capital Markets, Financial Market, Tax Laws, Compliance Management

    4.7
    Rating, 4.7 out of 5 stars
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    7 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Starweaver

    Credit Analysis: Portfolio Management & Regulations

    Skills you'll gain: Credit Risk, Bank Regulations, Risk Mitigation, Derivatives, Portfolio Risk, Financial Regulation, Financial Market, Capital Markets, Risk Management, Regulatory Compliance, Financial Services, Portfolio Management, Risk Analysis, Financial Analysis, Investments, Compliance Management, Business Valuation, Analysis, Microsoft Excel

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Association of International Certified Professional Accountants

    Understanding, Using, and Securing Crypto and Digital Assets

    Skills you'll gain: Digital Assets, Blockchain, Asset Management, Cybersecurity, Security Awareness, Security Controls, Multi-Factor Authentication, Authentications, Financial Market, Market Data, Financial Regulations, Regulatory Compliance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    89 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Introduction to PicsArt for Social Media Marketing

    Skills you'll gain: Social Media Marketing, Social Media, Social Media Content, Photo Editing, Marketing, Graphics Software, Graphic and Visual Design, Graphic Design, Entrepreneurship, Business

    4.5
    Rating, 4.5 out of 5 stars
    ·
    86 reviews

    Beginner · Guided Project · Less Than 2 Hours

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

  • Introducción a la gestión ágil de proyectos: Tecnológico de Monterrey
  • Social Computing: Johns Hopkins University
  • Introduction to JavaScript: Coursera
  • Foundations of Sustainability and ESG: Saïd Business School, University of Oxford
  • The Factors that Influence the Effectiveness of Boards and the Governance Process: University at Buffalo
  • Cybersecurity Foundations for Risk Management: Kennesaw State University
  • GenAI in Insurance: Automating Claims & Risk Mitigation: Coursera
  • Essential Marketing Frameworks: University of Washington
  • Fundos de Investimento: Fundação Instituto de Administração
  • Credit Analysis: Portfolio Management & Regulations: Starweaver

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