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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
    I

    IE Business School

    Fundamentos del marketing mix

    Skills you'll gain: Product Lifecycle Management, Marketing Communications, Product Management, Product Strategy, Marketing, Marketing Channel, Media Planning, Advertising, Promotional Strategies, Branding, Sales Strategy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    316 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University at Buffalo

    The Factors that Influence the Effectiveness of Boards and the Governance Process

    Skills you'll gain: Governance, Meeting Facilitation, Leadership and Management, Organizational Effectiveness, Leadership, Case Studies, Organizational Structure, Culture Transformation, People Development, Discussion Facilitation, Performance Improvement, Succession Planning, Business Ethics, Culture, Diversity and Inclusion, Recruitment Strategies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    66 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Negotiation

    Skills you'll gain: Negotiation, Conflict Management, Communication, Strategic Planning, Contingency Planning, Active Listening, Collaboration, Planning, Research, Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    30 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Dartmouth College

    C Programming: Pointers and Memory Management - 4

    Skills you'll gain: C (Programming Language), Embedded Systems, Software Visualization, Computer Engineering, System Programming, Computer Programming, Computer Programming Tools, Data Structures, Debugging, Linux, Data Storage

    4.7
    Rating, 4.7 out of 5 stars
    ·
    63 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Online teaching: Using Zoom to connect with learners

    Skills you'll gain: Collaborative Software, Digital pedagogy, Education Software and Technology, Instructional Design, Planning, Virtual Environment, Collaboration, System Configuration, Safety and Security, Information Privacy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    76 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Cybersecurity Foundations for Risk Management

    Skills you'll gain: Cyber Governance, Vulnerability Management, Cyber Attacks, Cybersecurity, Cyber Risk, Threat Management, Cyber Threat Intelligence, Security Management, Vulnerability Assessments, Threat Detection, Cyber Security Strategy, Risk Management, Security Awareness, Information Systems Security, Cyber Operations, Incident Response, Network Security, Risk Analysis, Asset Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    132 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    GenAI in Insurance: Automating Claims & Risk Mitigation

    Skills you'll gain: Generative AI, Insurance, Decision Support Systems, AI Product Strategy, Expense Management, Responsible AI, Data Ethics, AI Enablement, Insurance Policies, Underwriting, AI Personalization, Operational Efficiency, Data-Driven Decision-Making, Claims Processing, Financial Services, Personalized Service, Business Process Automation, Automation, Risk Management, Analytics

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Washington

    Essential Marketing Frameworks

    Skills you'll gain: Marketing Psychology, Market Analysis, Consumer Behaviour, Marketing, Market Research, Marketing Planning, Strategic Marketing, Marketing Strategies, Competitive Analysis, Target Audience, Proposal Development, Marketing Channel, Business-To-Consumer, Cross-Channel Marketing, Ethical Standards And Conduct

    4.8
    Rating, 4.8 out of 5 stars
    ·
    24 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Fundos de Investimento

    Skills you'll gain: Investments, Portfolio Management, Financial Services, Wealth Management, Financial Regulation, Capital Markets, Financial Market, Tax Laws, Compliance Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Starweaver

    Credit Analysis: Portfolio Management & Regulations

    Skills you'll gain: Credit Risk, Bank Regulations, Risk Mitigation, Derivatives, Portfolio Risk, Financial Regulation, Financial Market, Capital Markets, Risk Management, Regulatory Compliance, Financial Services, Portfolio Management, Risk Analysis, Financial Analysis, Investments, Compliance Management, Business Valuation, Analysis, Microsoft Excel

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Association of International Certified Professional Accountants

    Understanding, Using, and Securing Crypto and Digital Assets

    Skills you'll gain: Digital Assets, Blockchain, Asset Management, Cybersecurity, Security Awareness, Security Controls, Multi-Factor Authentication, Authentications, Financial Market, Market Data, Financial Regulations, Regulatory Compliance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    89 reviews

    Beginner · Course · 1 - 4 Weeks

  • P

    Packt

    Negotiation Skills

    Skills you'll gain: Negotiation, Communication, Conflict Management, Interpersonal Communications, Collaboration, Assertiveness, Proposal Development, Problem Solving, Active Listening, Planning, Cognitive flexibility

    4.4
    Rating, 4.4 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Fundamentos del marketing mix: IE Business School
  • The Factors that Influence the Effectiveness of Boards and the Governance Process: University at Buffalo
  • Negotiation : Arizona State University
  • C Programming: Pointers and Memory Management - 4: Dartmouth College
  • Online teaching: Using Zoom to connect with learners : Macquarie University
  • Cybersecurity Foundations for Risk Management: Kennesaw State University
  • GenAI in Insurance: Automating Claims & Risk Mitigation: Coursera
  • Essential Marketing Frameworks: University of Washington
  • Fundos de Investimento: Fundação Instituto de Administração
  • Credit Analysis: Portfolio Management & Regulations: Starweaver

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