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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

    Portfolio Optimization using Markowitz Model

    Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Modeling, Correlation Analysis, Investment Management, Financial Analysis, Risk Modeling

    4.4
    Rating, 4.4 out of 5 stars
    ·
    328 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    U

    University of California, Davis

    Equine Welfare and Management

    Skills you'll gain: Nutrition and Diet, Preventative Care, Injury Prevention, Public Health, Vital Signs, Safety Assurance, Athletic Training, Physiology, Health Assessment, Behavior Management, Emergency Response, Psychology

    4.9
    Rating, 4.9 out of 5 stars
    ·
    402 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Blueprint to Brilliance Through Interior Design

    Skills you'll gain: Design Strategies, Project Design, Design, Consultative Approaches, Design Elements And Principles, Project Planning, Client Services, Project Management, Aesthetics

    4.4
    Rating, 4.4 out of 5 stars
    ·
    165 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Scrimba

    Vibe Coding Essentials - Build Apps with AI

    Skills you'll gain: Model Context Protocol, Claude Code, Vibe coding, Microsoft Copilot, AI Workflows, Anthropic Claude, Tool Calling, GitHub, Context Management, Web Development, Real Time Data, Debugging, AI Security, Artificial Intelligence and Machine Learning (AI/ML), Servers, Prompt Engineering, Application Development, Video Game Development, Generative AI, Software Engineering

    4.5
    Rating, 4.5 out of 5 stars
    ·
    315 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    Unilever

    Customer Understanding and Digital Marketing Channels

    Skills you'll gain: Customer Insights, Digital Marketing, Customer Analysis, Marketing Strategies, Customer experience strategy (CX), Marketing Planning, Content Marketing, Social Media Marketing, Marketing Channel, Target Audience, Persona Development, Marketing Analytics, Brand Marketing, Goal Setting, Smart Goals, E-Commerce

    4.7
    Rating, 4.7 out of 5 stars
    ·
    243 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    The Finance of Climate Change

    Skills you'll gain: Project Finance, Financial Market, Securities (Finance), Environmental Social And Corporate Governance (ESG), Corporate Finance, Climate Change Mitigation, Financial Regulation, Climate Change Adaptation, Investment Management, Financial Analysis, Sustainable Business, Risk Management, Cash Flows, Sustainability Reporting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    125 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Introduction to Cybersecurity for Business

    Skills you'll gain: Computer Security Awareness Training, Cybersecurity, Risk Management, Enterprise Security, Cyber Security Assessment, Vulnerability Assessments, Encryption, Data Security, Information Assurance, Authentications, Network Protocols

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Artificial Intelligence on Microsoft Azure

    Skills you'll gain: Responsible AI, Anomaly Detection, Microsoft Azure, Artificial Intelligence, Image Analysis, Computer Vision, Artificial Intelligence and Machine Learning (AI/ML), AI Security, Natural Language Processing, Machine Learning, Text Mining

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Cape Town

    Climate Change Mitigation in Developing Countries

    Skills you'll gain: Climate Change Mitigation, Sustainable Development, Economic Development, Environmental Policy, Policy Development, Mathematical Modeling, Systems Thinking, Complex Problem Solving, Research, Innovation, Stakeholder Engagement

    4.7
    Rating, 4.7 out of 5 stars
    ·
    594 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SAP

    SAP Business Analyst

    Skills you'll gain: User Story, Business Process Modeling, Risk Analysis, Performance Measurement, Stakeholder Management, Process Analysis, Business Analysis, Risk Management, Requirements Elicitation, Process Design, Requirements Management, Business Process, Process Mapping, Process Improvement, Business Systems Analysis, Business Risk Management, Gap Analysis, Enterprise Risk Management (ERM), Business Requirements, SAP Applications

    4.5
    Rating, 4.5 out of 5 stars
    ·
    160 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • I

    Illinois Tech

    A Comprehensive Excel Masterclass

    Skills you'll gain: Capital Budgeting, Microsoft Excel, Dashboard, Financial Modeling, Business Intelligence, Data Visualization, Key Performance Indicators (KPIs), Productivity Software, Excel Formulas, Spreadsheet Software, Data Presentation, Interactive Data Visualization, Data Analysis Expressions (DAX), Financial Analysis, Data-Driven Decision-Making, Google Sheets, Financial Management, Cash Flows, Timelines, Mortgage Loans

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    68 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    AI Applications in Marketing and Finance

    Skills you'll gain: AI Personalization, Fraud detection, Big Data, Credit Risk, Risk Management, Digital Transformation, Customer Insights, Machine Learning, Marketing Analytics, AI Enablement, Data-Driven Decision-Making, Applied Machine Learning, Financial Data, Customer experience improvement, Artificial Intelligence, Analytics, Retail Banking, Data Science, Information Privacy

    4.6
    Rating, 4.6 out of 5 stars
    ·
    482 reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Portfolio Optimization using Markowitz Model: Coursera
  • Equine Welfare and Management: University of California, Davis
  • Blueprint to Brilliance Through Interior Design: Coursera
  • Vibe Coding Essentials - Build Apps with AI: Scrimba
  • Customer Understanding and Digital Marketing Channels: Unilever
  • The Finance of Climate Change: EDHEC Business School
  • Introduction to Cybersecurity for Business: University of Colorado System
  • Artificial Intelligence on Microsoft Azure: Microsoft
  • Climate Change Mitigation in Developing Countries: University of Cape Town
  • SAP Business Analyst: SAP

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