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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


  • J

    Johns Hopkins University

    Fundamentals of Project Management

    Skills you'll gain: Work Breakdown Structure, Project Management Life Cycle, Project Management, Project Schedules, Scheduling, Project Management Software, Project Planning, Project Estimation, Team Management, Budgeting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    89 reviews

    Intermediate · Course · 1 - 3 Months

  • B

    Berklee

    Music Business Foundations

    Skills you'll gain: Music History, Intellectual Property, Contract Negotiation, Music, Negotiation, Entrepreneurship, Business, Innovation, Team Management, Revenue Management, Digital Content, Law, Regulation, and Compliance

    4.9
    Rating, 4.9 out of 5 stars
    ·
    2.7K reviews

    Mixed · Course · 1 - 4 Weeks

  • Y

    Yale University

    Mercados financeiros

    Skills you'll gain: Investment Banking, Financial Regulation, Financial Market, Portfolio Management, Corporate Finance, Securities (Finance), Risk Management, Finance, Behavioral Economics, Capital Markets, Banking, Insurance, Equities, Brokerage, Underwriting, Governance, Non-Profit Accounting, Derivatives, Mortgage Loans, Economics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    89 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Foundations of Business Strategy and Research

    Skills you'll gain: Qualitative Research, Market Research, Strategic Decision-Making, Key Performance Indicators (KPIs), Business Risk Management, Quantitative Research, Innovation, Target Audience, Data-Driven Decision-Making, Sustainable Business, Benchmarking, Business Acumen, Value Propositions, Descriptive Statistics, Performance Measurement, Risk Management, Team Performance Management, Competitive Analysis, Business Strategy, Data Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    208 reviews

    Intermediate · Specialization · 3 - 6 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

  • U

    University of Michigan

    Managing Talent

    Skills you'll gain: Talent Management, Talent Pipelining, People Development, Employee Onboarding, Employee Coaching, Talent Recruitment, Performance Review, Talent Acquisition, Performance Management, Leadership Development, Recruitment Strategies, Coaching, Performance Measurement, Recruitment, Employee Engagement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.7K reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Land, Agriculture, and Alternative Investing

    Skills you'll gain: Wealth Management, Estate Planning, Portfolio Management, Real Estate, Investments, Financial Industry Regulatory Authorities, Commercial Real Estate, Regulatory Compliance, Asset Management, Tax Planning, Finance, Risk Management, Return On Investment, Financial Analysis, Business Strategies, Strategic Planning, Business, Data Management, Financial Statements, Failure Analysis

    4
    Rating, 4 out of 5 stars
    ·
    15 reviews

    Intermediate · Specialization · 3 - 6 Months

  • N

    Northwestern University

    Sports Marketing

    Skills you'll gain: Event Marketing, Marketing, Social Media, Media Relations, Marketing Strategies, Loyalty Programs, Brand Management, Event Planning, Public Relations, Revenue Management, Strategic Partnership, Target Audience, Crisis Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.5K reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Columbia University

    Term-Structure and Credit Derivatives

    Skills you'll gain: Derivatives, Mortgage Loans, Securities (Finance), Credit Risk, Financial Modeling, Risk Modeling, Financial Market, Mathematical Modeling, Securities Trading, Applied Mathematics, Investment Banking, Microsoft Excel, Risk Analysis, Cash Flows, Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    63 reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Caltech

    Pricing Options with Mathematical Models

    Skills you'll gain: Derivatives, Financial Market, Securities (Finance), Finance, Risk Modeling, Mathematical Modeling, Financial Modeling, Risk Management, Portfolio Management, Probability, Advanced Mathematics, Differential Equations, Applied Mathematics, Calculus

    4.7
    Rating, 4.7 out of 5 stars
    ·
    39 reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Case Western Reserve University

    Inspiring Leadership through Emotional Intelligence

    Skills you'll gain: Emotional Intelligence, Compassion, Organizational Leadership, Coaching, Leadership Development, Business Leadership, Organizational Change, Personal Development, Leadership, Empathy, Self-Awareness, Stress Management, Positivity, Change Management, People Development, Mindfulness, Relationship Building

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

    Beginner · Course · 1 - 3 Months

  • E

    ESSEC Business School

    Réussir le Changement

    Skills you'll gain: Change Management, Organizational Change, Business Transformation, Culture Transformation, Agile Project Management, Leadership and Management, Organizational Development, Industrial and Organizational Psychology, Social Sciences, Employee Training, Sociology, Human Resources, Leadership, Communication, Communication Strategies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.1K reviews

    Mixed · Course · 1 - 3 Months

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

  • Fundamentals of Project Management: Johns Hopkins University
  • Music Business Foundations: Berklee
  • Mercados financeiros: Yale University
  • Foundations of Business Strategy and Research: Coursera
  • Health Behavior Change: From Evidence to Action: Yale University
  • Managing Talent: University of Michigan
  • Land, Agriculture, and Alternative Investing: University of Illinois Urbana-Champaign
  • Sports Marketing: Northwestern University
  • Term-Structure and Credit Derivatives : Columbia University
  • Pricing Options with Mathematical Models: Caltech

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