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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
    U

    University of Michigan

    Good with Words: Writing and Editing

    Skills you'll gain: Writing and Editing, Editing, Constructive Feedback, Concision, Writing, Organizational Skills, Proofreading, Storytelling, Productivity, Planning, Detail Oriented, Time Management, Brainstorming, Content Creation, Overcoming Obstacles, Resourcefulness, Willingness To Learn, Decision Making, Critical Thinking, Creativity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management Project

    Skills you'll gain: Project Risk Management, Project Schedules, Work Breakdown Structure, Timelines, Risk Management, Peer Review, Budgeting, Project Planning, Scheduling, Project Management, Project Implementation, Project Scoping, Project Documentation, Matrix Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Regulatory Compliance

    Skills you'll gain: Compliance Training, Compliance Management, Health Insurance Portability And Accountability Act (HIPAA) Compliance, General Data Protection Regulation (GDPR), Medical Privacy, Regulation and Legal Compliance, Legal Risk, Information Privacy, Governance Risk Management and Compliance, Personally Identifiable Information, Compliance Reporting, Law, Regulation, and Compliance, Regulatory Compliance, Regulatory Requirements, Compliance Auditing, Internal Communications, Procedure Development, Business Ethics, Risk Management, Business Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.8K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    L

    LearnQuest

    Strategic Foundations for CRO Leadership

    Skills you'll gain: Sales Pipelines, Sales Process, Sales Management, Regional Sales, Sales Territory Management, Sales Strategy, Sales Training, Talent Management, Revenue Management, Cross-Functional Team Leadership, Employee Coaching, Customer Relationship Management (CRM) Software, Data-Driven Decision-Making, Target Market, Market Opportunities, Marketing Analytics, Recruitment, Key Performance Indicators (KPIs)

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Cybersecurity for Everyone

    Skills you'll gain: Cyber Risk, Cyber Security Policies, Security Management, Cybersecurity, Risk Management, Cyber Security Strategy, Cyber Attacks, Threat Modeling, Telecommunications, Computer Security Awareness Training, Enterprise Security, General Networking, Exploitation techniques, Public Safety and National Security, Exploit development, Governance, Political Sciences

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Washington

    Speaking to inform: Discussing complex ideas with clear explanations and dynamic slides

    Skills you'll gain: Presentations, Public Speaking, Verbal Communication Skills, Infographics, Peer Review, Communication, Storytelling, Constructive Feedback, Communication Strategies, Concision, Diagram Design, Trustworthiness, Planning, Organizational Skills

    4.8
    Rating, 4.8 out of 5 stars
    ·
    452 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Everyday Excel, Part 2

    Skills you'll gain: Regression Analysis, Microsoft Excel, Statistical Modeling, Excel Formulas, Financial Analysis, Predictive Modeling, Data Management, Financial Modeling, Data Analysis Expressions (DAX), Financial Forecasting, Process Optimization, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    570 reviews

    Intermediate · Course · 1 - 3 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
    ·
    38 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Term-Structure and Credit Derivatives

    Skills you'll gain: Derivatives, Mortgage Loans, Securities (Finance), Credit Risk, Financial Modeling, Risk Modeling, Financial Market, Mathematical Modeling, Securities Trading, Applied Mathematics, Investment Banking, Microsoft Excel, Risk Analysis, Cash Flows, Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    63 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Sound the Alarm: Detection and Response

    Skills you'll gain: Intrusion Detection and Prevention, Incident Response, Computer Security Incident Management, Threat Detection, Event Monitoring, Security Information and Event Management (SIEM), Security Management, Network Security, Network Monitoring, Splunk, Network Analysis, Technical Documentation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Microsoft 365 Copilot for Leaders

    Skills you'll gain: Prompt Engineering, Microsoft Copilot, ChatGPT, Ideation, Verification And Validation, Succession Planning, Microsoft 365, Target Audience, Business Writing, Responsible AI, Generative AI, Microsoft Teams, Leadership, Meeting Facilitation, Organizational Leadership, Productivity Software, Creativity, AI Enablement, Complex Problem Solving, Strategic Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.7K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Inicio y planificación de proyectos

    Skills you'll gain: Project Planning, Conflict Management, Stakeholder Management, Planning, Project Management, Project Scoping, Work Breakdown Structure, Stakeholder Analysis, Project Coordination, Leadership and Management, Influencing, Organizational Structure

    4.8
    Rating, 4.8 out of 5 stars
    ·
    643 reviews

    Mixed · Course · 1 - 3 Months

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

  • Good with Words: Writing and Editing: University of Michigan
  • Project Management Project: University of California, Irvine
  • Regulatory Compliance: University of Pennsylvania
  • Strategic Foundations for CRO Leadership: LearnQuest
  • Cybersecurity for Everyone: University of Maryland, College Park
  • Speaking to inform: Discussing complex ideas with clear explanations and dynamic slides: University of Washington
  • Everyday Excel, Part 2: University of Colorado Boulder
  • Pricing Options with Mathematical Models: Caltech
  • Term-Structure and Credit Derivatives : Columbia University
  • Sound the Alarm: Detection and Response: Google

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