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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • 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

  • 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
    R

    Rice University

    Portfolio Selection and Risk Management

    Skills you'll gain: Portfolio Risk, Portfolio Management, Investment Management, Investments, Financial Market, Risk Management, Finance, Return On Investment, Risk Analysis, Statistical Methods, Probability Distribution, Correlation Analysis, Decision Making, Quantitative Research, Variance Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    631 reviews

    Mixed · Course · 1 - 3 Months

  • 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
    ·
    169 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Design Thinking

    Skills you'll gain: Brainstorming, Design Thinking, Innovation, Ideation, Stakeholder Analysis, Creative Thinking, User Research, Human Centered Design, Design Research, Open Mindset, Project Scoping, User Experience, Persona Development, Project Planning, Process Mapping, Value Engineering, Product Development, Growth Mindedness, Strategic Thinking, Creativity

    4.6
    Rating, 4.6 out of 5 stars
    ·
    280 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Caltech

    Pricing Options with Mathematical Models

    Skills you'll gain: Derivatives, Financial Market, Securities (Finance), Finance, Risk Modeling, Mathematical Modeling, Financial Modeling, Risk Management, Portfolio Management, Probability, Advanced Mathematics, Differential Equations, Applied Mathematics, Calculus

    4.7
    Rating, 4.7 out of 5 stars
    ·
    39 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Gestión de proyectos: las bases del éxito

    Skills you'll gain: Work Breakdown Structure, Team Leadership, Planning, Project Schedules, Team Management, Scheduling, Leadership and Management, Timelines, Project Management, Project Scoping, Project Planning, Leadership, Scope Management, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.2K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    New York University

    Guided Tour of Machine Learning in Finance

    Skills you'll gain: Supervised Learning, Model Evaluation, Applied Machine Learning, Machine Learning, Statistical Methods, Artificial Neural Networks, Predictive Modeling, Scikit Learn (Machine Learning Library), Regression Analysis, Deep Learning, Finance, Financial Market, Tensorflow, Logistic Regression, Jupyter, Reinforcement Learning

    3.8
    Rating, 3.8 out of 5 stars
    ·
    681 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    FinTech Foundations and Overview

    Skills you'll gain: FinTech, Financial Services, Banking, Financial Regulation, Mobile Banking, Emerging Technologies, Technology Strategies, Payment Systems, Blockchain, Business Technologies, Consumer Lending, Entrepreneurship, Big Data, Market Trend, Innovation, Strategic Partnership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    585 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Fundamentals of Project Management

    Skills you'll gain: Work Breakdown Structure, Project Management Life Cycle, Project Management, Project Schedules, Scheduling, Project Management Software, Project Planning, Project Estimation, Team Management, Budgeting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    88 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Introduction to Research for Essay Writing

    Skills you'll gain: Organizational Skills, Research, Writing, Research Methodologies, Critical Thinking, Writing and Editing, Proofreading, Editing, Grammar, Style Guides

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.2K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Integrative Nursing

    Skills you'll gain: Nursing Practices, Nursing Management, Clinical Leadership, Patient Evaluation, Nursing, Nursing Care, Clinical Nursing, Patient Education And Counseling, Mindfulness, Contraindication, Pain Management, Patient Referral, Health Assessment, Clinical Assessment, Treatment Planning, Chronic Diseases, Patient-centered Care, Music, Patient Communication, Manual Therapy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    918 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Artificial Intelligence on Microsoft Azure: Microsoft
  • A Comprehensive Excel Masterclass: Illinois Tech
  • Portfolio Selection and Risk Management: Rice University
  • AAPC Medical Biller: AAPC
  • Design Thinking: University of Virginia
  • Pricing Options with Mathematical Models: Caltech
  • Gestión de proyectos: las bases del éxito: University of California, Irvine
  • Guided Tour of Machine Learning in Finance: New York University
  • FinTech Foundations and Overview: The Hong Kong University of Science and Technology
  • Fundamentals of Project Management: Johns Hopkins University

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