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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
    T

    The Hong Kong University of Science and Technology

    FinTech Security and Regulation (RegTech)

    Skills you'll gain: Financial Regulation, Financial Regulations, Bank Regulations, FinTech, Financial Services, Financial Industry Regulatory Authorities, Mobile Banking, Regulatory Requirements, Fraud detection, Data Security, Cybersecurity, Insurance, Blockchain, Digital Forensics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    311 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Effective Compliance Programs

    Skills you'll gain: Compliance Training, Compliance Management, Internal Communications, Procedure Development, Continuous Monitoring, Culture Transformation, Industrial and Organizational Psychology, Ethical Standards And Conduct, Psychology, Strategic Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    852 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    O

    O.P. Jindal Global University

    Banking & Finance in India

    Skills you'll gain: Financial Market, Capital Markets, Financial Systems, Securities (Finance), Banking, Financial Policy, Finance, Equities, Economics, Financial Regulation, Public Administration, Commercial Banking, Budget Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    27 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Stanford University

    Introduction to Healthcare

    Skills you'll gain: Healthcare Ethics, Pharmaceuticals, Health Systems, Healthcare Industry Knowledge, Managed Care, Health Care, Medical Billing, Health Care Administration, Health Care Procedure and Regulation, Medicaid, Medicare, Health Policy, Hospital Experience, Value-Based Care

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    Microsoft Account Manager with Generative AI

    Skills you'll gain: Data Analysis, Financial Data, Productivity Software, Data-Driven Decision-Making, Data Quality, Sales Process, Account Strategy, Customer Relationship Management (CRM) Software, Analytics, Customer Data Management, Customer Service, Data Collection, Account Management, Client Services, AI Personalization, Sales Management, Sales, Relationship Building, Customer Insights, Generative AI

    Advanced · Professional Certificate · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    U

    University of Colorado Boulder

    Reclaim Your Attention: Values-Aligned Media Consumption

    Skills you'll gain: Self-Motivation, Emotional Intelligence, Growth Mindedness, digital literacy, Mental Concentration, Personal Development, Compassion, Goal Setting, Empowerment, Health And Wellness Coaching, Self-Awareness, Behavioral Economics, Self-Discipline, Decision Making, Critical Thinking, Mindfulness, Stress Management, Resilience, Creativity, Productivity

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Introduction to Ambulatory Healthcare Management

    Skills you'll gain: Medical Terminology, Healthcare Industry Knowledge, Practice Management, Health Care Administration, Health Care, Patient Flow, Primary Care, Health Systems, Urgent Care, Telehealth, Human Resources, Financial Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    137 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Digital Marketing Implementation: Executing Strategies in a Connected, Data-Driven World

    Skills you'll gain: Search Engine Marketing, Digital Marketing, Content Marketing, Web Analytics and SEO, Search Engine Optimization, Content Strategy, Marketing Planning, Marketing Strategy and Techniques, Social Media Marketing, Driving engagement, Social Media Strategy, Cross-Channel Marketing, Social Media, Marketing Automation, Campaign Management, Customer experience strategy (CX), User Experience, Brand Management, Customer Relationship Management (CRM) Software, AI Personalization

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.2K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Power Apps Development: Tips, Tricks & Best Practices

    Skills you'll gain: Microsoft Power Platform, Microsoft Power Automate/Flow, Project Planning, No-Code Development, Microsoft 365, Requirements Analysis, Application Development, Application Lifecycle Management, Power BI, Business Logic, Microsoft Copilot, Solution Delivery, Microsoft Teams, Governance, Development Environment, Microsoft PowerPoint, Data Integration, Software Development, Microsoft Outlook, Data Validation

    Intermediate · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Interactivity with JavaScript

    Skills you'll gain: Javascript, Interactive Design, HTML and CSS, Web Design and Development, Web Content Accessibility Guidelines, Event-Driven Programming, User Interface (UI), Web Development, Data Structures, Debugging, Data Validation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    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

  • Status: Free Trial
    Free Trial
    N

    New York University

    Guided Tour of Machine Learning in Finance

    Skills you'll gain: Supervised Learning, Model Evaluation, Applied Machine Learning, Machine Learning, Statistical Methods, Artificial Neural Networks, Predictive Modeling, Scikit Learn (Machine Learning Library), Regression Analysis, Deep Learning, Finance, Financial Market, Tensorflow, Logistic Regression, Jupyter, Reinforcement Learning

    3.8
    Rating, 3.8 out of 5 stars
    ·
    680 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • FinTech Security and Regulation (RegTech): The Hong Kong University of Science and Technology
  • Effective Compliance Programs: University of Pennsylvania
  • Banking & Finance in India: O.P. Jindal Global University
  • Introduction to Healthcare: Stanford University
  • Microsoft Account Manager with Generative AI: Microsoft
  • Reclaim Your Attention: Values-Aligned Media Consumption: University of Colorado Boulder
  • Introduction to Ambulatory Healthcare Management: Johns Hopkins University
  • Digital Marketing Implementation: Executing Strategies in a Connected, Data-Driven World: University of Illinois Urbana-Champaign
  • Power Apps Development: Tips, Tricks & Best Practices: Packt
  • Interactivity with JavaScript: University of Michigan

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