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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


  • C

    Coursera

    Оценка облигаций

    Skills you'll gain: Financial Analysis, Financial Market, Investment Management, Investments, Finance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Gérer les risques et les modifications d’un projet

    Skills you'll gain: Project Performance, Project Risk Management, Project Management, Risk Analysis, Scope Management, Change Management, Stakeholder Management, Project Documentation, Project Closure, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    38 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Business Strategy: Business Model Canvas Analysis with Miro

    Skills you'll gain: New Product Development, Miro AI, Value Propositions, Business Modeling, Product Development, Business Analysis, Stakeholder Communications, Business Planning, Business Solutions, Presentations, Business Strategy, Innovation, Entrepreneurship

    4.5
    Rating, 4.5 out of 5 stars
    ·
    145 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    S

    SAS

    Performing Network, Path, and Text Analyses in SAS Visual Analytics

    Skills you'll gain: SAS (Software), Network Analysis, Text Mining, Spatial Analysis, Data Visualization, Data Manipulation, Data Analysis, Exploratory Data Analysis, Statistical Programming, Data Preprocessing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    194 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free
    Free
    T

    Tufts University

    Building a Healthy Plate

    Skills you'll gain: Nutrition and Diet, Nutrition Education, Nutritional Assessment, Meal Planning And Preparation, Health Education

    4.8
    Rating, 4.8 out of 5 stars
    ·
    164 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidades Anáhuac

    Gestión hospitalaria centrada en el paciente

    Skills you'll gain: Patient Safety, Health Care Administration, Health Administration, Care Management, Patient-centered Care, Financial Analysis, Business Planning, Organizational Strategy, Financial Statements, Business Strategy, Business Modeling, Healthcare Ethics, Strategic Decision-Making, Social Impact

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    H

    HEC Paris

    Become a changemaker, build a career with purpose and impact

    Skills you'll gain: Self-Awareness, Innovation, Personal Development, Social Impact, Sustainable Development, Empowerment, Entrepreneurship, Action Oriented, Creative Problem-Solving, Visionary, Business Modeling, Proactivity, Corporate Sustainability, Goal Setting, Planning, Business, Overcoming Obstacles

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15 reviews

    Beginner · Course · 1 - 3 Months

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

    AI Business School

    AI for Finance

    Skills you'll gain: Prompt Engineering, Agentic Workflows, AI Workflows, Generative AI, Sales Enablement, No-Code Development, Financial Forecasting, AI Personalization, Sales, Responsible AI, Risk Management, AI Security, AI Product Strategy, Generative AI Agents, LLM Application, Artificial Intelligence, ChatGPT, Innovation, Productivity, Operational Efficiency

    4.2
    Rating, 4.2 out of 5 stars
    ·
    18 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Agile and Hybrid Approaches

    Skills you'll gain: Agile Project Management, Agile Methodology, Project Management Life Cycle, Kanban Principles, Sprint Planning, Project Management, Backlogs, Performance Metric, Project Planning, Project Performance, Lean Methodologies, Continuous Improvement Process

    4.9
    Rating, 4.9 out of 5 stars
    ·
    22 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Introduction to Value Investing

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Income Statement, Balance Sheet, Return On Investment, Business Metrics, Business Valuation, Annual Reports, Competitive Analysis, Quality Assessment, Risk Analysis, Business Research, Investments, Key Performance Indicators (KPIs), Investment Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universiteit Leiden

    Population Health: Alternative Payment Models

    Skills you'll gain: Value-Based Care, Health Care Administration, Healthcare Project Management, Behavioral Economics, Health Systems, Payment Systems, Health Policy, Performance Measurement, Benchmarking, Risk Management, Cost Reduction, Accountability, Decision Making, Critical Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    67 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    I

    ISACA

    Auditing Generative AI: Strategy, Analysis & Risk Mitigation

    Skills you'll gain: Generative AI, Responsible AI, Auditing, AI Product Strategy, Compliance Auditing, Internal Auditing, Risk Analysis, Risk Management, Artificial Intelligence, Risk Mitigation, Machine Learning Methods

    4.5
    Rating, 4.5 out of 5 stars
    ·
    44 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Оценка облигаций: Coursera
  • Gérer les risques et les modifications d’un projet: University of California, Irvine
  • Business Strategy: Business Model Canvas Analysis with Miro: Coursera
  • Performing Network, Path, and Text Analyses in SAS Visual Analytics: SAS
  • Building a Healthy Plate: Tufts University
  • Gestión hospitalaria centrada en el paciente: Universidades Anáhuac
  • Become a changemaker, build a career with purpose and impact: HEC Paris
  • AI for Finance: AI Business School
  • Agile and Hybrid Approaches: Microsoft
  • Introduction to Value Investing: Interactive Brokers

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