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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 Illinois Urbana-Champaign

    Accounting for Mergers and Acquisitions: Foundations

    Skills you'll gain: Mergers & Acquisitions, Corporate Accounting, Investments, Financial Accounting, Business Valuation, Accounting, Financial Reporting, Financial Statement Analysis, Consolidation, Financial Statements

    4.7
    Rating, 4.7 out of 5 stars
    ·
    50 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Design Thinking: Insights to Inspiration

    Skills you'll gain: Design Thinking, Innovation, User Research, Design Research, Open Mindset, Human Centered Design, Project Scoping, Project Planning, Growth Mindedness, User Feedback, Strategic Thinking, Qualitative Research, Customer Insights, Complex Problem Solving, Empathy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    150 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    2

    28DIGITAL

    Value Creation Through Innovation

    Skills you'll gain: Closing (Sales), Business Modeling, Cold Calling, Design Thinking, Customer Analysis, Entrepreneurship, Technology Roadmaps, Market Opportunities, Innovation, Sales Process, Technology Strategies, Market Analysis, Target Market, Marketing, Business Strategy, Forecasting, Ideation, Marketing Strategies, Strategic Planning, Business Strategies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    722 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    N

    New York University

    Overview of Advanced Methods of Reinforcement Learning in Finance

    Skills you'll gain: Reinforcement Learning, Financial Trading, Financial Market, Derivatives, Market Liquidity, Finance, Market Dynamics, Risking, Financial Modeling, Market Data, Credit Risk, Machine Learning

    3.8
    Rating, 3.8 out of 5 stars
    ·
    85 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Creating Engaging Content for Instagram

    Skills you'll gain: Content Performance Analysis, Video Editing, Social Media, Photography, Photo Editing, Branding, Brand Awareness, Drive Engagement

    4.2
    Rating, 4.2 out of 5 stars
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    31 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    D

    Dubai College of Tourism

    Travel Agency Operations

    Skills you'll gain: Booking (Sales), Travel Arrangements, Selling Techniques, Sales, Hospitality, Client Services, Office Procedures, Financial Analysis, Workflow Management, Proposal Development, Document Management, Customer Communications Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    54 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Biases and Portfolio Selection

    Skills you'll gain: Behavioral Economics, Portfolio Management, Investments, Wealth Management, Portfolio Risk, Financial Market, Investment Management, Asset Management, Consumer Behaviour, Market Dynamics, Capital Markets, Decision Making, Finance, Market Analysis, Equities, Psychology, Performance Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    282 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Tax, Real Estate, and Alternative Investment Strategies

    Skills you'll gain: Real Estate, Investments, Financial Industry Regulatory Authorities, Compliance Reporting, Property and Real Estate, Risk Management, Asset Management, Financial Regulations, Securities (Finance), Law, Regulation, and Compliance, Investment Management, Private Equity, Financial Services, Financial Regulation, Regulatory Requirements, Tax Laws, Tax Planning, Due Diligence, Tax, Financial Market

    4
    Rating, 4 out of 5 stars
    ·
    9 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Toronto

    Learn Interpersonal Psychotherapy

    Skills you'll gain: Patient Education And Counseling, Patient Evaluation, Interpersonal Communications, Psychotherapy, Mental Health Therapies, Patient Treatment, Treatment Planning, Rapport Building, Interactive Learning, Mental Health Diseases and Disorders, Case Studies, Mental Health, Clinical Practices

    4.8
    Rating, 4.8 out of 5 stars
    ·
    103 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Advanced Leadership Skills for the 21st Century

    Skills you'll gain: Leadership Development, Crisis Management, Strategic Leadership, Organizational Change, Leadership, Organizational Leadership, Leadership and Management, Team Leadership, Business Leadership, Change Management, Diversity and Inclusion, Diversity Equity and Inclusion Initiatives, Visionary, Team Management, Team Building, Dealing With Ambiguity, Organizational Strategy, Coaching, Professional Development, Employee Performance Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    80 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    T

    The University of Melbourne

    Moving to the Cloud

    Skills you'll gain: Cloud Computing, Cloud Services, Cloud Computing Architecture, Change Management, Organizational Change, Service Level Agreement, Stakeholder Engagement, Business Transformation, Workforce Planning, Contract Management, Governance, Key Performance Indicators (KPIs)

    4.5
    Rating, 4.5 out of 5 stars
    ·
    254 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    International Marketing and Management

    Skills you'll gain: Global Marketing, Culture, Cultural Diversity, Management Training And Development, Intercultural Competence, B2B Sales, Target Market, Market Opportunities, Business Marketing, Human Resources, Human Resources Management and Planning, Organizational Strategy, Marketing Strategies, Organizational Structure, Communication Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    125 reviews

    Beginner · Course · 1 - 3 Months

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

  • Accounting for Mergers and Acquisitions: Foundations: University of Illinois Urbana-Champaign
  • Design Thinking: Insights to Inspiration : University of Virginia
  • Value Creation Through Innovation: 28DIGITAL
  • Overview of Advanced Methods of Reinforcement Learning in Finance: New York University
  • Creating Engaging Content for Instagram: Coursera
  • Travel Agency Operations: Dubai College of Tourism
  • Biases and Portfolio Selection: Rice University
  • Tax, Real Estate, and Alternative Investment Strategies: University of Illinois Urbana-Champaign
  • Learn Interpersonal Psychotherapy: University of Toronto
  • Advanced Leadership Skills for the 21st Century: Kennesaw State University

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