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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

    Get started with Microsoft Planner

    Skills you'll gain: Marketing Planning, Business Planning, Microsoft Teams, Microsoft 365, Productivity Software, Project Management Software, Timelines, Project Planning, Collaborative Software, Prioritization, Project Management, Team Management

    3.8
    Rating, 3.8 out of 5 stars
    ·
    18 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Capstone: Build a Winning Investment Portfolio

    Skills you'll gain: Portfolio Management, Asset Management, Investments, Financial Management, Financial Market, Simulation and Simulation Software, Performance Analysis, Market Trend, Risk Analysis, Financial Forecasting, Case Studies, Decision Making, Peer Review, Forecasting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    68 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Project Management Performance Domains

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, Project Implementation, Project Performance, Project Management Life Cycle, Project Planning, Team Management, Project Management, Performance Measurement, Project Coordination, Project Risk Management, Resource Management, Communication Planning

    5
    Rating, 5 out of 5 stars
    ·
    29 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    AI Agents and Agentic AI Architecture in Python

    Skills you'll gain: AI Orchestration, LangChain, OpenAI API, Generative AI Agents, Prompt Patterns, AI Workflows, Prompt Engineering, Agentic systems, AI Security, Large Language Modeling, Business Logic, File I/O, Transaction Processing, Document Management, Persona Development, Coordination, Plan Execution

    4.6
    Rating, 4.6 out of 5 stars
    ·
    110 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    GenAI for Writing and Auditing VBA Macros in Finance

    Skills you'll gain: Excel Macros, Financial Modeling, Prompt Engineering, Financial Forecasting, Accounting and Finance Software, Generative AI, Automation, Process Optimization, General Finance, Microsoft Excel, Excel Formulas, Simulation and Simulation Software, Visual Basic (Programming Language), Financial Reporting, Financial Planning

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    I

    Institut Mines-Télécom

    4G Network Fundamentals

    Skills you'll gain: Wireless Networks, Network Security, Network Architecture, Computer Networking, Mobile Security, Network Protocols, Telecommunications, Network Performance Management, Network Routing, Encryption, Capacity Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    131 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Supporting Clients

    Skills you'll gain: Interviewing Skills, Coaching, Client Support, Employee Onboarding, LinkedIn, Professional Networking, Branding, Negotiation, Business Writing, Goal Setting, Financial Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    55 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Exploring Our Responses to Climate Change

    Skills you'll gain: Climate Change Mitigation, Risk Management, Climate Change Adaptation, Mitigation, Business Risk Management, Risk Analysis, Corporate Sustainability, Environmental Resource Management, Persuasive Communication, Environmental Issue, Media and Communications, Environmental Policy, Social Sciences, Environment, Social Impact, Community Development, Adaptability, Scientific Methods, Action Oriented, Vulnerability

    4.9
    Rating, 4.9 out of 5 stars
    ·
    273 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidad Austral

    Estrategia Empresarial

    Skills you'll gain: New Business Development, Business Strategy, Competitive Analysis, Strategic Thinking, Business Strategies, Business Development, Market Dynamics, Business Planning, Business, Corporate Strategy, Innovation, Competitive Intelligence, Strategic Leadership, Business Priorities, Growth Strategies, Market Analysis, Business Modeling, Value Propositions, Business Administration, Product Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    507 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Creative Design, Prototyping, and Testing

    Skills you'll gain: Product Development, New Product Development, Wireframing, Product Design, User Experience Design, Prototyping, Design Thinking, Conceptual Design, Product Testing, Project Management, Product Management, Agile Methodology

    4.2
    Rating, 4.2 out of 5 stars
    ·
    97 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Hacer negocios con multinacionales y empresas en América Latina

    Skills you'll gain: Innovation, International Finance, Global Marketing, Corporate Sustainability, Business Ethics, Strategic Partnership, New Business Development, Economic Development, Business Strategy, Sustainable Business, Entrepreneurship, Corporate Strategy, Sustainable Development, Business Economics, Competitive Analysis, Growth Strategies, Economics, Natural Resource Management, Environment and Resource Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    250 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    Google Proje Yönetimi

    Skills you'll gain: Backlogs, Project Management Life Cycle, Team Building, Project Closure, Quality Management, Project Planning, Project Controls, Agile Project Management, Team Leadership, Project Scoping, Procurement, Project Documentation, Communication Planning, Agile Methodology, Project Risk Management, Continuous Improvement Process, Project Management, Sprint Retrospectives, Change Management, Management Reporting

    4.9
    Rating, 4.9 out of 5 stars
    ·
    951 reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Get started with Microsoft Planner: Coursera
  • Capstone: Build a Winning Investment Portfolio: Rice University
  • Project Management Performance Domains: Microsoft
  • AI Agents and Agentic AI Architecture in Python: Vanderbilt University
  • GenAI for Writing and Auditing VBA Macros in Finance: Coursera
  • 4G Network Fundamentals: Institut Mines-Télécom
  • Supporting Clients: Goodwill Industries International
  • Exploring Our Responses to Climate Change: University of Colorado Boulder
  • Estrategia Empresarial: Universidad Austral
  • Creative Design, Prototyping, and Testing: University of Maryland, College Park

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