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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
    U

    University of California, Davis

    Fundraising and Development

    Skills you'll gain: Fundraising, Grant Writing, Proposal Writing, Prospecting and Qualification, Philanthropy, Campaign Management, Tax Planning, Direct Marketing, Business Writing, Customer Relationship Building, Marketing Strategies, Relationship Building, Estate Planning, Benefits Administration, Administration, Target Audience, Email Marketing, Telemarketing, Stakeholder Management, Negotiation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    396 reviews

    Beginner · Specialization · 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
    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
    R

    Rice University

    Investment Strategies and Portfolio Analysis

    Skills you'll gain: Portfolio Management, Investment Management, Performance Measurement, Performance Analysis, Return On Investment, Investments, Financial Market, Financial Analysis, Risk Analysis, Benchmarking, Statistical Analysis

    4.2
    Rating, 4.2 out of 5 stars
    ·
    279 reviews

    Mixed · Course · 1 - 4 Weeks

  • 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
    T

    The University of Edinburgh

    Philosophy, Science and Religion: Science and Philosophy

    Skills you'll gain: Research, Scientific Methods, General Science and Research, Biology, Cultural Diversity

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Financing for Startup Businesses

    Skills you'll gain: FinTech, Entrepreneurial Finance, Fundraising and Crowdsourcing, Financial Analysis, Financial Modeling, Finance, Private Equity, Financial Services, Credit Risk, Financial Forecasting, Microsoft Excel, Liquidation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    217 reviews

    Intermediate · Course · 1 - 4 Weeks

  • 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
    N

    Novartis

    Introduction to Good Clinical Practice

    Skills you'll gain: Good Clinical Practices (GCP), Clinical Research, Clinical Trials, Clinical Research Ethics, Informed Consent, Clinical Data Management, Institutional Review Board (IRB), Patient Education And Counseling, Drug Development, Health Equity, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    483 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica de Chile

    Análisis de Sistemas de Transporte

    Skills you'll gain: Transportation Operations, Transportation Management, Network Analysis, Operations Research, Systems Analysis, Operational Analysis, Analysis, Demand Planning, Mathematical Modeling, Econometrics, Markov Model, Behavioral Economics, Economic Development, Economics, Policy, and Social Studies, Cost Benefit Analysis, Market Dynamics, Customer Demand Planning, Probability, Social Impact, Model Evaluation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    782 reviews

    Mixed · Course · 1 - 3 Months

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

  • Fundraising and Development: University of California, Davis
  • A Comprehensive Excel Masterclass: Illinois Tech
  • Portfolio Selection and Risk Management: Rice University
  • AAPC Medical Biller: AAPC
  • Investment Strategies and Portfolio Analysis: Rice University
  • Design Thinking: University of Virginia
  • Philosophy, Science and Religion: Science and Philosophy: The University of Edinburgh
  • Financing for Startup Businesses: Duke University
  • Gestión de proyectos: las bases del éxito: University of California, Irvine
  • Guided Tour of Machine Learning in Finance: New York University

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