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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: Preview
    Preview
    I

    IE Business School

    Foundations of Strategy

    Skills you'll gain: Competitive Analysis, Business Strategy, Economics, Market Dynamics, Business Economics, Strategic Thinking, Market Analysis, Strategic Planning, Corporate Strategy, Resource Management, Business Process

    4.8
    Rating, 4.8 out of 5 stars
    ·
    207 reviews

    Beginner · Course · 1 - 4 Weeks

  • 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: Free Trial
    Free Trial
    I

    Interactive Brokers

    Investing using Value, Growth, Momentum and Economics

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Investments, Supply And Demand, Real Estate, Income Statement, Risk Management, Market Dynamics, Market Trend, Portfolio Management, Growth Strategies, Business Economics, Portfolio Risk, Economics, Business Valuation, Financial Trading, Technical Analysis, Research

    4.5
    Rating, 4.5 out of 5 stars
    ·
    51 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Introduction to Healthcare Accounting

    Skills you'll gain: Financial Statements, Financial Accounting, Financial Statement Analysis, Financial Analysis, Balance Sheet, Financial Acumen, Accounting, Profit and Loss (P&L) Management, Cash Flows, Resource Management, Healthcare Industry Knowledge, Financial Management, Accounts Receivable, Asset Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    23 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Advanced Understanding of Stocks and Bonds

    Skills you'll gain: Securities (Finance), Equities, Investments, Financial Analysis, Financial Market, Corporate Finance, Business Valuation, Financial Modeling, Finance, Risk Analysis, Cash Flows, Growth Strategies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    65 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidade de São Paulo

    Iniciação e Planejamento de Projetos

    Skills you'll gain: Conflict Management, Stakeholder Management, Project Planning, Project Documentation, Project Management, Organizational Structure, Project Scoping, Leadership and Management, Influencing, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    970 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    BFSI Essentials: Unlocking Finance Careers

    Skills you'll gain: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Insurance Policies, Professional Networking, Interviewing Skills, Banking, Customer experience strategy (CX), Compensation Analysis, Finance, Underwriting, Regulatory Compliance, Financial Analysis, Portfolio Management, Financial Planning, Wealth Management, Risk Management

    4.2
    Rating, 4.2 out of 5 stars
    ·
    14 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    ITIL V4 Introduction to Service Management Concept

    Skills you'll gain: Service Management, Information Technology Infrastructure Library, Service Improvement, IT Service Management, Technical Management, IT Management, Continuous Improvement Process, Quality Improvement, Process Management, Operations Management, Information Technology, Business Process Management, Stakeholder Management, Governance, Change Management, Risk Management, Value Propositions

    4.7
    Rating, 4.7 out of 5 stars
    ·
    245 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Leading Sustainable Community Transformation

    Skills you'll gain: Systems Thinking, Trustworthiness, Cross-Functional Collaboration, Project Planning, Stakeholder Analysis, Business Systems Analysis, Sustainable Development, Strategic Leadership, Social Impact, Team Leadership, Relationship Building, Business Leadership, Sustainable Business, Diversity and Inclusion, Strategic Thinking, Cultural Responsiveness, Project Management, Organizational Strategy, Communication Strategies, Ethical Standards And Conduct

    4.4
    Rating, 4.4 out of 5 stars
    ·
    252 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Project Management: Tools, Approaches, Behavioural Skills

    Skills you'll gain: Agile Project Management, Planning, Agile Methodology, Scrum (Software Development), Scaled Agile Framework, User Story, Sprint Planning, Team Building, People Management, Teamwork, Risk Management, Sprint Retrospectives, Culture Transformation, Backlogs, Project Design, Timelines, Organizational Skills, Resource Management, Business Management, Performance Metric

    4.8
    Rating, 4.8 out of 5 stars
    ·
    368 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Social Entrepreneurship

    Skills you'll gain: Social Impact, Growth Strategies, Team Oriented, Marketing Communications, Business Modeling, Business Planning, Sustainable Development, Organizational Structure, Entrepreneurship, Market Opportunities, Communication Strategies, Business Strategy, Strategic Partnership, Community Development, Sustainable Business, Performance Measurement, Fundraising, Entrepreneurial Finance, Needs Assessment, Team Building

    4.6
    Rating, 4.6 out of 5 stars
    ·
    411 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free
    Free
    É

    École normale supérieure

    Les transitions énergétique & écologique dans les pays du Sud

    Skills you'll gain: Sustainable Development, Energy and Utilities, Economic Development, Sustainable Business, Socioeconomics, Environmental Science, Environment and Resource Management, Climate Change Mitigation, Governance, General Finance, Economics, Environmental Policy, Financial Regulation, Public Policies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    391 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Foundations of Strategy: IE Business School
  • Portfolio Optimization using Markowitz Model: Coursera
  • Investing using Value, Growth, Momentum and Economics: Interactive Brokers
  • Introduction to Healthcare Accounting: University of Michigan
  • Advanced Understanding of Stocks and Bonds: University of Michigan
  • Iniciação e Planejamento de Projetos: Universidade de São Paulo
  • BFSI Essentials: Unlocking Finance Careers: Board Infinity
  • ITIL V4 Introduction to Service Management Concept: EDUCBA
  • Leading Sustainable Community Transformation: University of Colorado Boulder
  • Project Management: Tools, Approaches, Behavioural Skills: Politecnico di Milano

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