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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.


Popular Financial Planning Courses and Certifications


  • Status: Preview
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    U

    University of Michigan

    Model Thinking

    Skills you'll gain: Mathematical Modeling, Systems Thinking, Strategic Decision-Making, Innovation, Social Sciences, Strategic Thinking, Decision Making, Complex Problem Solving, Critical Thinking, Network Analysis, Economics, Probability, Market Dynamics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.3K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    I

    IBM

    Delivering Quality Work with Agility

    Skills you'll gain: Professionalism, Workflow Management, Accountability, Time Management, Agile Methodology, Continuous Improvement Process, Plan Execution, Problem Solving, Planning, Process Improvement, Adaptability, Client Services, Quality Improvement, Communication Planning, Critical Thinking and Problem Solving, Communication, Decision Making, Customer experience improvement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    546 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    I

    Institute for the Future

    Futures Thinking

    Skills you'll gain: Forecasting, Visionary, Innovation, Proactivity, Strategic Thinking, Strategic Planning, Cognitive flexibility, Creative Thinking, Action Oriented, Simulations, Optimism, Planning, Community Organizing, Creativity, Social Impact, Systems Thinking, Virtual Reality, Responsible AI, Trend Analysis, Brainstorming

    4.8
    Rating, 4.8 out of 5 stars
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    1.9K reviews

    Beginner · Specialization · 3 - 6 Months

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    D

    Duke University

    AI for Productivity

    Skills you'll gain: Responsible AI, Adobe Firefly, Productivity Software, AI Workflows, Generative AI, Productivity, Writing, Artificial Intelligence, Gemini, Microsoft Copilot, Unstructured Data, Prompt Engineering, Administrative Support, ChatGPT, Data Analysis, Text Mining, Operational Efficiency, Project Schedules, Media Production

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    N

    Niel Asher Education

    Essentials of Acupuncture: Theory & Practice

    Skills you'll gain: Cleanliness, Manual Therapy, Healthcare Ethics, Anatomy, Physical Therapy, Athletic Training, Cognitive Behavioral Therapy, Patient Communication, Medication Therapy Management

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
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    M

    McMaster University

    Finance for Everyone Capstone Project

    Skills you'll gain: Peer Review, Project Documentation, Finance, Stakeholder Engagement, Portfolio Management, Constructive Feedback, Financial Analysis, Financial Planning, Project Implementation, Presentations, Action Oriented

    4.8
    Rating, 4.8 out of 5 stars
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    74 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Leading Change in Health Informatics

    Skills you'll gain: Healthcare Project Management, Health Informatics, Clinical Informatics, Change Control, Health Care Administration, Clinical Leadership, IT Management, Strategic Leadership, Health Care, Decision Support Systems, Continuous Quality Improvement (CQI), Electronic Medical Record, System Implementation, Usability Testing

    4.7
    Rating, 4.7 out of 5 stars
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    307 reviews

    Beginner · Course · 1 - 4 Weeks

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    L

    Logical Operations

    Employee Motivation and Performance Management

    Skills you'll gain: Employee Performance Management, Performance Appraisal, People Development, Performance Review, Employee Engagement, Performance Management, Communication, Goal Setting, Goal-Oriented, Performance Metric, Performance Measurement, Performance Analysis, Employee Onboarding, Performance Reporting, Active Listening, Motivational Interviewing, Job Analysis, Personal Development, Interviewing Skills, Job Evaluation

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    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: New
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    P

    Packt

    HTML, CSS, and JavaScript Basics with Simple Projects

    Skills you'll gain: Cascading Style Sheets (CSS), Hypertext Markup Language (HTML), User Interface (UI), User Experience Design, Web Design and Development, Development Environment, Front-End Web Development, Javascript, Web Development, Web Applications, Responsive Web Design, Microsoft Visual Studio, Real Time Data, Data Validation

    Beginner · Course · 1 - 3 Months

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    B

    Board Infinity

    Hootsuite for Beginners: Hands-On Social Media Management

    Skills you'll gain: Social Media Content, Content Performance Analysis, Brand Awareness, Social Media Strategy, Brand Management, Performance Analysis, Instagram

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    U

    University of Illinois Urbana-Champaign

    Governmental Accounting II and Nonprofit Accounting

    Skills you'll gain: Fund Accounting, Governmental Accounting, Non-Profit Accounting, Financial Analysis, Financial Statement Analysis, Financial Statements, Governance, Financial Reporting, Revenue Recognition, Generally Accepted Accounting Principles (GAAP), Accounting, Compliance Management, Cash Flows, Tax Compliance, Reconciliation

    4.8
    Rating, 4.8 out of 5 stars
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    26 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Model Thinking: University of Michigan
  • Delivering Quality Work with Agility: IBM
  • Futures Thinking: Institute for the Future
  • AI for Productivity: Duke University
  • Essentials of Acupuncture: Theory & Practice: Niel Asher Education
  • Finance for Everyone Capstone Project: McMaster University
  • Leading Change in Health Informatics: Johns Hopkins University
  • Employee Motivation and Performance Management: Logical Operations
  • Biases and Portfolio Selection: Rice University
  • HTML, CSS, and JavaScript Basics with Simple Projects: Packt

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