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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
    U

    University of Colorado System

    Computer Communications

    Skills you'll gain: TCP/IP, Local Area Networks, Routing Protocols, Network Routing, Digital Communications, OSI Models, Network Protocols, Dynamic Host Configuration Protocol (DHCP), Network Planning And Design, Network Security, Network Architecture, Computer Networking, Network Infrastructure, Network Performance Management, Wireless Networks, Graph Theory, Telecommunications, Software-Defined Networking, Algorithms, System Programming

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.4K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Regulatory Compliance

    Skills you'll gain: Compliance Training, Compliance Management, Health Insurance Portability And Accountability Act (HIPAA) Compliance, General Data Protection Regulation (GDPR), Medical Privacy, Regulation and Legal Compliance, Legal Risk, Information Privacy, Governance Risk Management and Compliance, Personally Identifiable Information, Compliance Reporting, Law, Regulation, and Compliance, Regulatory Compliance, Regulatory Requirements, Compliance Auditing, Internal Communications, Procedure Development, Business Ethics, Risk Management, Business Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.8K reviews

    Intermediate · Specialization · 3 - 6 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
    ·
    43 reviews

    Intermediate · Course · 1 - 3 Months

  • 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: New
    New
    Status: Free Trial
    Free Trial
    M

    MedCerts

    Electronic Health Records

    Skills you'll gain: Information Management, Care Coordination, Health Care Administration, Data Ethics, Healthcare Ethics, Medical Coding, Data Storage, Interoperability

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Administración de Proyectos: Principios Básicos

    Skills you'll gain: Project Schedules, Project Scoping, Stakeholder Management, Project Risk Management, Work Breakdown Structure, Stakeholder Analysis, Risk Analysis, Stakeholder Engagement, Cost Management, Risk Management, Project Management, Change Control, Microsoft Project, Project Controls, Communication Planning, Project Performance, Project Planning, Project Documentation, Earned Value Management, Budget Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM Project Manager

    Skills you'll gain: Stakeholder Engagement, Agile Software Development, Project Management Life Cycle, Resource Management, Risk Management, Peer Review, Earned Value Management, Stakeholder Management, Agile Methodology, Project Risk Management, Kanban Principles, Project Schedules, Project Management Institute (PMI) Methodology, Project Management, Negotiation, IT Management, Interviewing Skills, Professional Networking, Leadership, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    5.5K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnKartS

    Agile Project Management Frameworks and Methodologies

    Skills you'll gain: Agile Project Management, Agile Software Development, Agile Methodology, Sprint Retrospectives, Project Controls, Project Scoping, Project Management Life Cycle, Sprint Planning, Project Management, Project Documentation, User Story, Scope Management, Change Control, Waterfall Methodology, Lean Methodologies, Prioritization

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    B

    Board Infinity

    AI & Automation for Supply Chain Resilience

    Skills you'll gain: Transportation, Supply Chain, and Logistics, Inventory and Warehousing, Supply Chain Management, Business Continuity, Supply Chain Planning, Business Continuity Planning, Crisis Management, Inventory Management System, Forecasting, AI Enablement, Predictive Analytics, Logistics, Data Ethics, Automation, Continuous Monitoring, Logistics Management, Real Time Data, Risk Mitigation, Risk Management, Artificial Intelligence and Machine Learning (AI/ML)

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Introduction to Healthcare Accounting

    Skills you'll gain: Financial Statements, Financial Accounting, Financial Statement Analysis, Financial Analysis, Balance Sheet, Financial Acumen, Accounting, Fiscal Management, Profit and Loss (P&L) Management, Cash Flows, Resource Management, Healthcare Industry Knowledge, Financial Management, Performance Improvement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    23 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    Y

    Yale University

    Connected Leadership

    Skills you'll gain: Systems Thinking, Strategic Leadership, Leadership, Team Leadership, Team Building, Team Management, Leadership and Management, Visionary, Time Management, Prioritization, Planning, Emotional Intelligence, Personal Development, Self-Awareness, Goal Setting, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    765 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Intuit

    Liabilities and Equity in Accounting

    Skills you'll gain: Payroll, Payroll Administration, Payroll Processing, Payroll Tax, Sales Tax, Balance Sheet, Accounting, Accounts Payable, Financial Accounting, General Accounting, Equities, Bookkeeping, General Ledger, Mortgage Loans, Loans, Tax Compliance

    4.4
    Rating, 4.4 out of 5 stars
    ·
    781 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Computer Communications: University of Colorado System
  • Regulatory Compliance: University of Pennsylvania
  • Computational Methods in Pricing and Model Calibration: Columbia University
  • Organisational design: Know your organisation: Macquarie University
  • Electronic Health Records: MedCerts
  • Administración de Proyectos: Principios Básicos: Tecnológico de Monterrey
  • IBM Project Manager: IBM
  • Agile Project Management Frameworks and Methodologies: LearnKartS
  • AI & Automation for Supply Chain Resilience: Board Infinity
  • Introduction to Healthcare Accounting: University of Michigan

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