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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


  • C

    Coursera

    Portfolio Diversification using Correlation Matrix

    Skills you'll gain: Portfolio Risk, Portfolio Management, Risk Management, Financial Market, Financial Modeling, Investments, Correlation Analysis, Market Data, Return On Investment, Analysis, Statistics

    4.5
    Rating, 4.5 out of 5 stars
    ·
    290 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • C

    California Institute of the Arts

    Web Design: Strategy and Information Architecture

    Skills you'll gain: Information Architecture, Persona (User Experience), UI/UX Strategy, Web Design, User Experience, Wireframing, User Research, User Centered Design, Mockups, Usability Testing, Requirements Analysis, Target Audience, Agile Methodology

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Corporate Finance Institute

    Introduction to Banking

    Skills you'll gain: Banking Services, Banking, Financial Analysis, Financial Statements, Retail Banking, Commercial Banking, Financial Services, Balance Sheet, Customer Analysis, Income Statement, Lending and Underwriting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    99 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Developing a Winning Marketing Strategy

    Skills you'll gain: Marketing Planning, Marketing, Marketing Management, Branding, Marketing Strategy and Techniques, Consumer Behaviour, Product Marketing, Go To Market Strategy, Marketing Analytics, Value Propositions, Market Analysis, Target Market, Customer Insights

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • T

    The University of Melbourne

    The Role of Global Capital Markets

    Skills you'll gain: Financial Systems, Capital Markets, Market Liquidity, Financial Market, Corporate Finance, International Finance, Financial Regulation, Market Dynamics, Market Analysis, Governance, Risk Management, Economic Development

    4.6
    Rating, 4.6 out of 5 stars
    ·
    653 reviews

    Mixed · Course · 1 - 4 Weeks

  • E

    Erasmus University Rotterdam

    International Security Management

    Skills you'll gain: Security Management, Intelligence Collection and Analysis, International Relations, Public Safety and National Security, Safety and Security, Risk Management, Cybersecurity, Governance, Cultural Diversity, Economics, Policy, and Social Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.3K reviews

    Beginner · Course · 1 - 3 Months

  • I

    IE Business School

    Channel Management and Retailing

    Skills you'll gain: Retail Management, Marketing Channel, Merchandising, Conflict Management, Market Opportunities, Retail Sales, Supply Chain, E-Commerce, Market Dynamics, Vendor Relationship Management, Cross-Channel Marketing, Growth Strategies, Supply Chain Planning, Promotional Strategies, Company, Product, and Service Knowledge, Strategic Partnership, Consumer Behaviour, Customer experience strategy (CX)

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 4 Weeks

  • M

    Meta

    What is the Metaverse?

    Skills you'll gain: Augmented and Virtual Reality (AR/VR), Virtual Reality, Augmented Reality, Virtual Environment, Digital Assets, Healthcare Ethics, Virtual Teams, E-Commerce, Collaborative Software, Blockchain, Diversity and Inclusion, Emerging Technologies, Research and Design, Education and Training, New Product Development, Content Creation, Communication, Economics, Safety and Security

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1K reviews

    Beginner · Course · 1 - 3 Months

  • Y

    Yale University

    Health Behavior Change: From Evidence to Action

    Skills you'll gain: Health Promotion, Health Education, Health And Wellness Coaching, Nutrition and Diet, Public Health, Behavioral Health, Social Determinants Of Health, Community Health, Mental Health, Behavioral Economics, Physical Therapy, Goal Setting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    487 reviews

    Beginner · Course · 1 - 3 Months

  • I

    Interactive Brokers

    Derivatives - Options & Futures

    Skills you'll gain: Derivatives, Financial Trading, Financial Market, Risk Management, Market Analysis, Capital Markets, Portfolio Risk, Investments, Technical Analysis, Market Dynamics, Profit and Loss (P&L) Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    270 reviews

    Intermediate · Course · 1 - 3 Months

  • I

    IBM

    Introduction to Web Development with HTML, CSS, JavaScript

    Skills you'll gain: HTML and CSS, Hypertext Markup Language (HTML), Web Development Tools, Web Design and Development, Web Development, Cascading Style Sheets (CSS), Web Design, Front-End Web Development, Javascript, Web Applications, Interactive Design, Full-Stack Web Development, Back-End Web Development

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.3K reviews

    Beginner · Course · 1 - 3 Months

  • A

    Akamai Technologies, Inc.

    Akamai Customer Consulting and Support

    Skills you'll gain: Endpoint Security, Database Systems, Computer Security Incident Management, Security Management, Ubuntu, Routing Protocols, Database Design, Application Development, Network Architecture, Linux Commands, TCP/IP, Operating Systems, Database Theory, Web Design and Development, Cascading Style Sheets (CSS), Web Development, Data Structures, Python Programming, Data Analysis, Software Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    359 reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Portfolio Diversification using Correlation Matrix: Coursera
  • Web Design: Strategy and Information Architecture: California Institute of the Arts
  • Introduction to Banking: Corporate Finance Institute
  • Developing a Winning Marketing Strategy: University of Illinois Urbana-Champaign
  • The Role of Global Capital Markets: The University of Melbourne
  • International Security Management: Erasmus University Rotterdam
  • Channel Management and Retailing : IE Business School
  • What is the Metaverse?: Meta
  • Health Behavior Change: From Evidence to Action: Yale University
  • Derivatives - Options & Futures: Interactive Brokers

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