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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
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    P

    Pontificia Universidad Católica de Chile

    Planificación y gestión estratégica para Pymes

    Skills you'll gain: Customer Relationship Management, Financial Analysis, Business Modeling, Business Planning, Business Strategy, Financial Statements, Strategic Decision-Making, Accounting, Entrepreneurship, Competitive Analysis, Value Propositions

    4.9
    Rating, 4.9 out of 5 stars
    ·
    997 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    M

    Macquarie University

    Organisational design: Know your organisation

    Skills you'll gain: Human Resource Strategy, Organizational Strategy, Organizational Structure, Organizational Effectiveness, Workforce Planning, Organizational Change, Risk Management, Business Strategy, Key Performance Indicators (KPIs), Report Writing

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Introduction to Generative AI in Finance

    Skills you'll gain: Generative AI, Fraud detection, AI Personalization, Predictive Analytics, Financial Services, Personalized Service, Financial Trading, Financial Reporting, FinTech, Forecasting, Compliance Management, Artificial Intelligence, Risk Analysis, Emerging Technologies, Automation

    3.6
    Rating, 3.6 out of 5 stars
    ·
    65 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of Minnesota

    Preparing to Manage Human Resources

    Skills you'll gain: Human Resource Strategy, Human Resources, Human Capital, Compensation Management, Resource Management, People Management, Employee Performance Management, Industrial and Organizational Psychology, Labor Law, Employee Engagement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    10K reviews

    Mixed · Course · 1 - 4 Weeks

  • T

    The University of Edinburgh

    EDIVET: Do you have what it takes to be a veterinarian?

    Skills you'll gain: Anatomy, Vital Signs, Cardiology, Basic Patient Care, Physiology, Patient Observation, Biology, Clinical Assessment, Patient Communication

    4.8
    Rating, 4.8 out of 5 stars
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    2.5K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
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    E

    EDHEC Business School

    Python and Machine-Learning for Asset Management with Alternative Data Sets

    Skills you'll gain: Text Mining, Network Analysis, Data Visualization Software, Machine Learning Methods, Unstructured Data, Predictive Modeling, Web Scraping, Social Network Analysis, Financial Statements, Financial Market, Financial Analysis, Investments, Financial Modeling, Asset Management, Python Programming, Data Analysis, Consumer Behaviour

    4.4
    Rating, 4.4 out of 5 stars
    ·
    236 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Healthcare Business Strategy and New Venture Design

    Skills you'll gain: Business Modeling, Market Analysis, Regulatory Compliance, Innovation, Healthcare Industry Knowledge, Entrepreneurship, Business Strategies, New Business Development, Product Development, Business Planning, Team Leadership, Stakeholder Analysis, Sales Presentations, Business Valuation, Fundraising

    Build toward a degree

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Excel Skills for Business: Intermediate II

    Skills you'll gain: Excel Formulas, Microsoft Excel, Excel Macros, Data Validation, Spreadsheet Software, Data Modeling, Financial Forecasting, Data Integrity, Business Modeling, Automation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8.4K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Computational Methods in Pricing and Model Calibration

    Skills you'll gain: Regression Analysis, Actuarial Science, Derivatives, Financial Market, Statistical Methods, Market Data, Financial Modeling, Securities (Finance), Risk Modeling, Financial Systems, Mathematical Modeling, Numerical Analysis, Applied Mathematics, Python Programming, Process Optimization, Probability Distribution, Algorithms, Case Studies

    4.4
    Rating, 4.4 out of 5 stars
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    43 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Career Discovery

    Skills you'll gain: Professional Networking, LinkedIn, Mentorship, Professional Development, Interviewing Skills, Social Media, Relationship Building, Social Media Strategy, Planning, Strategic Communication, Communication, Adaptability, Collaboration, Business Research, Negotiation, Leadership, Professionalism, Goal Setting, Personal Development, Market Research

    4.6
    Rating, 4.6 out of 5 stars
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    1.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management Project

    Skills you'll gain: Project Risk Management, Project Schedules, Work Breakdown Structure, Timelines, Risk Management, Peer Review, Budgeting, Project Planning, Scheduling, Project Management, Project Implementation, Project Scoping, Project Documentation, Matrix Management

    4.8
    Rating, 4.8 out of 5 stars
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    3.3K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    D

    Duke University

    Medical Neuroscience

    Skills you'll gain: Neurology, Physiology, Anatomy, Cell Biology, Psychology, Pathology, Molecular Biology

    4.9
    Rating, 4.9 out of 5 stars
    ·
    3.1K reviews

    Advanced · Course · 3 - 6 Months

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

  • Planificación y gestión estratégica para Pymes: Pontificia Universidad Católica de Chile
  • Organisational design: Know your organisation: Macquarie University
  • Introduction to Generative AI in Finance: Coursera
  • Preparing to Manage Human Resources: University of Minnesota
  • EDIVET: Do you have what it takes to be a veterinarian?: The University of Edinburgh
  • Python and Machine-Learning for Asset Management with Alternative Data Sets: EDHEC Business School
  • Healthcare Business Strategy and New Venture Design: University of Illinois Urbana-Champaign
  • Excel Skills for Business: Intermediate II: Macquarie University
  • Computational Methods in Pricing and Model Calibration: Columbia University
  • Career Discovery: Kennesaw State University

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