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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


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    Coursera

    Project Status Reports with AI

    Skills you'll gain: Business Reporting, Dashboard, Stakeholder Communications, AI Enablement, Strategic Decision-Making, Project Coordination, Project Management, Risk Management

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    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
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    28 reviews

    Beginner · Course · 1 - 3 Months

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    Rice University

    Biases and Portfolio Selection

    Skills you'll gain: Behavioral Economics, Portfolio Management, Investments, Wealth Management, Portfolio Risk, Financial Market, Investment Management, Asset Management, Consumer Behaviour, Market Dynamics, Capital Markets, Decision Making, Finance, Market Analysis, Equities, Psychology, Performance Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    281 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    University of Virginia

    New Models of Business in Society

    Skills you'll gain: Entrepreneurship, Philanthropy, Corporate Sustainability, Business Ethics, Stakeholder Management, Sustainable Business, Social Impact, Environmental Social And Corporate Governance (ESG), Stakeholder Analysis, Environmental Issue, Business Modeling, Business Strategy, Business

    4.7
    Rating, 4.7 out of 5 stars
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    4.1K reviews

    Mixed · Course · 1 - 4 Weeks

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    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
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    680 reviews

    Intermediate · Course · 1 - 4 Weeks

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    LearnQuest

    Mastering Sales Negotiations and Closure

    Skills you'll gain: Sales Presentation, Influencing, Persuasive Communication, Intercultural Competence, Virtual Teams, Storytelling, Behavioral Economics, Business Research, Value Propositions, Active Listening, Market Research, Empathy & Emotional Intelligence, Sales Pipelines, Marketing Psychology, Digital Communications, Collaboration, Customer Relationship Management (CRM) Software, Stakeholder Management, Strategic Communication, Cross-Functional Collaboration

    Intermediate · Specialization · 1 - 3 Months

  • U

    University of Illinois at Urbana-Champaign

    Managerial Economics & Business Analysis Graduate Certificate

    Skills you'll gain: Data Visualization, Data Storytelling, Management Accounting, Fund Accounting, Operations Management, Mergers & Acquisitions, Financial Statement Analysis, Credit Risk, Project Closure, Machine Learning Algorithms, Business Strategy, Risk Management, Social Determinants Of Health, Revenue Recognition, Financial Auditing, Entrepreneurship, Data Governance, Generative AI, Supply And Demand, Statistical Inference

    Credit offered

    Graduate Certificate · 6 - 12 Months

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    Packt

    Service Integration and Management (SIAM) Foundation

    Skills you'll gain: Service Management, Information Technology Infrastructure Library, IT Service Management, Systems Integration, Control Objectives for Information and Related Technology (COBIT), Supplier Relationship Management, Strategic Sourcing, Risk Management Framework, Governance, Process Management, Process Improvement and Optimization, Risk Management, Continuous Improvement Process, Organizational Change, Performance Measurement, Lean Methodologies

    Beginner · Course · 1 - 3 Months

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    Starweaver

    Healthcare Data Security & Risk Management

    Skills you'll gain: Medical Privacy, Health Insurance Portability And Accountability Act (HIPAA) Compliance, Incident Response, Security Controls, Computer Security Incident Management, Incident Management, Health Information Management, Data Security, Cyber Risk, Personally Identifiable Information, Regulatory Compliance, Security Management, Risk Management, Threat Management, Risk Management Framework, Data Management, Cyber Security Assessment, Cybersecurity, ISO/IEC 27001, Compliance Management

    Advanced · Course · 1 - 3 Months

  • U

    University of Illinois at Urbana-Champaign

    Mergers & Acquisitions Graduate Certificate

    Skills you'll gain: Data Visualization, Data Storytelling, Management Accounting, Fund Accounting, Operations Management, Mergers & Acquisitions, Financial Statement Analysis, Credit Risk, Project Closure, Machine Learning Algorithms, Business Strategy, Risk Management, Social Determinants Of Health, Revenue Recognition, Financial Auditing, Entrepreneurship, Data Governance, Generative AI, Supply And Demand, Statistical Inference

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • U

    University of Illinois Urbana-Champaign

    Introduction to Sustainability

    Skills you'll gain: Environmental Policy, Sustainable Development, Environment, Water Resources, Demography, Energy and Utilities, Environmental Science, Environmental Resource Management, Sustainability Standards, Sustainable Engineering, Water Resource Management, Social Sciences, Climate Change Adaptation, Economics

    4.8
    Rating, 4.8 out of 5 stars
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    2.7K reviews

    Mixed · Course · 1 - 3 Months

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    Niel Asher Education

    Lower-Body Sports Massage: Functional Treatment

    Skills you'll gain: Patient Education And Counseling, Patient Evaluation, Patient Communication, Treatment Planning, Sports Medicine, Injury Prevention, Clinical Assessment, Athletic Training, Orthopedics, Exercise Therapy, Rehabilitation, Patient Treatment, Manual Therapy, Anatomy, Human Musculoskeletal System, Physical Therapy, Pain Management, General Medicine, Kinesiology, Family Medicine

    Intermediate · Course · 1 - 3 Months

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

  • Project Status Reports with AI: Coursera
  • Banking & Finance in India: O.P. Jindal Global University
  • Biases and Portfolio Selection: Rice University
  • New Models of Business in Society: University of Virginia
  • Guided Tour of Machine Learning in Finance: New York University
  • Mastering Sales Negotiations and Closure: LearnQuest
  • Managerial Economics & Business Analysis Graduate Certificate: University of Illinois at Urbana-Champaign
  • Service Integration and Management (SIAM) Foundation: Packt
  • Healthcare Data Security & Risk Management: Starweaver
  • Mergers & Acquisitions Graduate Certificate: University of Illinois at Urbana-Champaign

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