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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    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
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    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

  • 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
    ·
    2.5K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
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    É

    École Polytechnique Fédérale de Lausanne

    Interest Rate Models

    Skills you'll gain: Derivatives, Financial Market, Risk Management, Investments, Financial Modeling, Market Data, Portfolio Management, Mathematical Modeling, Finance, Probability, Statistical Modeling, Estimation, Applied Mathematics

    4.5
    Rating, 4.5 out of 5 stars
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    196 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
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    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: Free Trial
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    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
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    M

    McMaster University

    Finance For Everyone: Value

    Skills you'll gain: Financial Analysis, Financial Market, Cash Flows, Financial Modeling, Investments, Business Valuation, Financial Data, Risk Management, Market Dynamics, Decision Making, Analytical Skills, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
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    251 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Portfolio and Risk Management

    Skills you'll gain: Portfolio Management, Risk Management, Portfolio Risk, Business Risk Management, Investment Management, Risk Analysis, Investments, Risk Modeling, Asset Management, Wealth Management, Financial Market, Finance, Derivatives, Equities, Probability Distribution, Market Dynamics, Correlation Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Everyday Excel, Part 1

    Skills you'll gain: Data Import/Export, Microsoft Excel, Data Visualization, Spreadsheet Software, Data Management, Excel Macros, Data Cleansing, Excel Formulas, Data Validation, Productivity Software, Data Sharing, Microsoft Word, Visual Basic (Programming Language), Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.7K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Fundamentos Estratégicos Empresariales

    Skills you'll gain: Business Planning, ISO 9000 Series, Quality Management Systems, Strategic Marketing, Organizational Strategy, Marketing, Governance, Quality Management, Stakeholder Analysis, Business Strategies, Corporate Strategy, Financial Analysis, Marketing Planning, Financial Statements, Operations Management, Organizational Structure, Working Capital, Financial Data, Market Analysis, Business Strategy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Accounting Analysis II: Measurement and Disclosure of Liabilities

    Skills you'll gain: Financial Statement Analysis, Financial Statements, International Financial Reporting Standards, Financial Accounting, Standard Accounting Practices, Balance Sheet, Financial Reporting, Accounting, Accruals, Generally Accepted Accounting Principles (GAAP), Accounts Payable, Lease Contracts

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    130 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    M

    Measure What Matters

    OKR Certification: Leadership and Goal Setting

    Skills you'll gain: Smart Goals, Goal Setting, Key Performance Indicators (KPIs), Organizational Effectiveness, Organizational Leadership, Business Priorities, Organizational Strategy, Leadership and Management, Performance Management, Team Performance Management, Employee Performance Management, Prioritization, Recognizing Others, Performance Measurement, Planning, Business Strategy, Constructive Feedback, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    643 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Organisational design: Know your organisation: Macquarie University
  • Introduction to Generative AI in Finance: Coursera
  • EDIVET: Do you have what it takes to be a veterinarian?: The University of Edinburgh
  • Interest Rate Models: École Polytechnique Fédérale de Lausanne
  • Python and Machine-Learning for Asset Management with Alternative Data Sets: EDHEC Business School
  • Excel Skills for Business: Intermediate II: Macquarie University
  • Finance For Everyone: Value: McMaster University
  • Portfolio and Risk Management: University of Geneva
  • Everyday Excel, Part 1: University of Colorado Boulder
  • Fundamentos Estratégicos Empresariales: Universidad Nacional Autónoma de México

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