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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
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    Columbia University

    Optimization Methods in Asset Management

    Skills you'll gain: Portfolio Management, Investment Management, Portfolio Risk, Asset Management, Market Liquidity, Risk Management, Financial Market, Equities, Risk Analysis, Transaction Processing, Securities Trading, Financial Analysis, Statistical Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    45 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    University of Illinois Urbana-Champaign

    Federal Taxation I: Individuals, Employees, and Sole Proprietors

    Skills you'll gain: Tax Returns, Tax Preparation, Income Tax, Payroll Tax, Tax Compliance, Income Statement, Tax Laws, Expense Management, Small Business Accounting, Compensation and Benefits

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    714 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
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    I

    IIMA - IIM Ahmedabad

    Strategy and Game Theory for Management

    Skills you'll gain: Strategic Thinking, Game Theory, Behavioral Economics, Business Strategy, Strategic Decision-Making, Complex Problem Solving, Problem Solving, Strategic Planning, Business Leadership, Critical Thinking, Decision Making, Market Dynamics, Organizational Change, Economics, Digital Media Strategy, Market Opportunities, Negotiation, Risk Management, Mergers & Acquisitions, Innovation

    4.8
    Rating, 4.8 out of 5 stars
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    139 reviews

    Intermediate · Course · 1 - 3 Months

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    K

    Korea Advanced Institute of Science and Technology(KAIST)

    Supply Chain Management: A Learning Perspective

    Skills you'll gain: New Product Development, Supply Chain, Supply Chain Management, Supply Chain Planning, Quality Management, Logistics Management, Supplier Management, Inventory Management System, Corporate Sustainability, Coordination, Value Propositions, Operational Efficiency, Continuous Improvement Process, Consumer Behaviour

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.8K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
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    The University of Sydney

    Academic Skills for University Success: Capstone

    Skills you'll gain: Critical Thinking, Research, Problem Solving, Ethical Standards And Conduct, Research Methodologies, Verbal Communication Skills, Writing, Creative Problem-Solving, Brainstorming, Complex Problem Solving, Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.9K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    PMP Exam Prep Certification Training

    Skills you'll gain: Project Management, Compliance Management, Strategic Decision-Making, Expectation Management, Milestones (Project Management), Project Schedules, Stakeholder Analysis, Resource Management, Governance Risk Management and Compliance, Relationship Management, Project Planning, Project Implementation, Project Documentation, Risk Management, Engineering Documentation, Technical Documentation

    4.6
    Rating, 4.6 out of 5 stars
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    205 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    The Future of Payment Technologies

    Skills you'll gain: Payment Systems, Payment Processing, Financial Inclusion, FinTech, Mobile Banking, Emerging Technologies, Point of Sale, Transaction Processing, Security Controls, Innovation, Digital Assets, Value Propositions

    4.7
    Rating, 4.7 out of 5 stars
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    1.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    É

    École Polytechnique Fédérale de Lausanne

    Interest Rate Models

    Skills you'll gain: Derivatives, Financial Market, Risk Management, Investments, Financial Modeling, Market Data, Portfolio Management, Mathematical Modeling, Finance, Probability, Statistical Modeling, Estimation, Applied Mathematics

    4.5
    Rating, 4.5 out of 5 stars
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    196 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
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    LearnQuest

    Scrum Master Certification: Scrum Methodologies

    Skills you'll gain: User Story, Agile Project Management, Backlogs, Sprint Planning, Project Risk Management, Agile Methodology, Risk Management, Management Reporting, Sprint Retrospectives, Performance Reporting, Team Oriented, Project Estimation, Project Performance, Estimation, Capacity Planning, Prioritization

    4.7
    Rating, 4.7 out of 5 stars
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    951 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    I

    Interactive Brokers

    Derivatives - Options & Futures

    Skills you'll gain: Derivatives, Financial Trading, Financial Market, Risk Management, Market Analysis, Capital Markets, Portfolio Risk, Investments, Technical Analysis, Market Dynamics, Profit and Loss (P&L) Management

    4.5
    Rating, 4.5 out of 5 stars
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    270 reviews

    Intermediate · Course · 1 - 3 Months

  • 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
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    315 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
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    The Hong Kong University of Science and Technology

    Software Engineering: Modeling Software Systems using UML

    Skills you'll gain: Requirements Analysis, Unified Modeling Language, Object Oriented Design, Functional Requirement, Data Modeling, Object Oriented Programming (OOP), Systems Development Life Cycle, System Requirements, Diagram Design, Software Development, Software Engineering, Software Systems, Model Evaluation, Project Planning, Project Management

    4.6
    Rating, 4.6 out of 5 stars
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    363 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Optimization Methods in Asset Management: Columbia University
  • Federal Taxation I: Individuals, Employees, and Sole Proprietors: University of Illinois Urbana-Champaign
  • Strategy and Game Theory for Management: IIMA - IIM Ahmedabad
  • Supply Chain Management: A Learning Perspective : Korea Advanced Institute of Science and Technology(KAIST)
  • Academic Skills for University Success: Capstone: The University of Sydney
  • PMP Exam Prep Certification Training: University of Maryland, College Park
  • The Future of Payment Technologies: University of Michigan
  • Interest Rate Models: École Polytechnique Fédérale de Lausanne
  • Scrum Master Certification: Scrum Methodologies: LearnQuest
  • Derivatives - Options & Futures: Interactive Brokers

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