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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: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Strategic AI Governance

    Skills you'll gain: Responsible AI, Threat Modeling, MLOps (Machine Learning Operations), Security Testing, Secure Coding, Cost Management, Data Ethics, Data Governance, Experimentation, Prompt Engineering, Application Security, CI/CD, Automation, Financial Forecasting, Compliance Management, Governance, Technical Documentation, Vulnerability Assessments, Risk Management, Stakeholder Communications

    Intermediate · Specialization · 3 - 6 Months

  • C

    Coursera

    Portfolio Optimization using Markowitz Model

    Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Modeling, Correlation Analysis, Investment Management, Financial Analysis, Risk Modeling

    4.4
    Rating, 4.4 out of 5 stars
    ·
    328 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Introduction to Trading, Machine Learning & GCP

    Skills you'll gain: Machine Learning Methods, Model Evaluation, Machine Learning, Google Cloud Platform, Machine Learning Algorithms, Applied Machine Learning, Supervised Learning, Time Series Analysis and Forecasting, Financial Trading, Deep Learning, Statistical Machine Learning, Artificial Intelligence and Machine Learning (AI/ML), Artificial Neural Networks, Securities Trading, Technical Analysis, Cloud Platforms, Model Deployment, Predictive Modeling, Financial Forecasting, Finance

    4
    Rating, 4 out of 5 stars
    ·
    892 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Business Communication for the Modern Workplace

    Skills you'll gain: Active Listening, Internal Communications, Proposal Writing, Negotiation, AI Personalization, Stakeholder Engagement, Business Communication, Social Skills, Business Writing, Contract Negotiation, Workplace inclusivity, Influencing, Emotional Intelligence, Interpersonal Communications, Communication, Communication Planning, Customer Engagement, Communication Strategies, Leadership and Management, Leadership Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    678 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    Risk Management in Video Game Development

    Skills you'll gain: Risk Analysis, Crisis Management, Risk Mitigation, Risk Management Framework, Risk Management, Business Risk Management, Project Risk Management, Agile Methodology, Stakeholder Communications, Agile Project Management, Stakeholder Management, Project Controls, Video Game Development, Contingency Planning, Lean Methodologies, Prioritization

    Intermediate · Course · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Estimate and Prioritize Product Impact

    Skills you'll gain: Prioritization, Business Priorities, Forecasting, Resource Allocation, Product Strategy, Data-Driven Decision-Making, Performance Metric, Data Analysis, Analytics, Estimation, Stakeholder Engagement, Benchmarking, Customer Acquisition Management, Project Estimation, Project Planning, Spreadsheet Software, Business Modeling

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    Y

    Yale University

    Mercados financeiros

    Skills you'll gain: Investment Banking, Financial Regulation, Financial Market, Portfolio Management, Corporate Finance, Securities (Finance), Risk Management, Finance, Behavioral Economics, Capital Markets, Banking, Insurance, Equities, Brokerage, Underwriting, Governance, Non-Profit Accounting, Derivatives, Mortgage Loans, Economics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    87 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Indian School of Business

    Trading Algorithms

    Skills you'll gain: Financial Trading, Financial Analysis, Financial Statement Analysis, Financial Market, Market Trend, Market Dynamics, Analysis, Equities, Decision Making

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.1K reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Portfolio Development in Canva

    Skills you'll gain: Storytelling, Case Studies, Canva (Software), Planning, Information Architecture, Digital Design, Visual Design, Content Creation, Portfolio Management, Target Audience, Design Strategies, Layout Design, Goal Setting, User Experience Design, User Centered Design, Graphic and Visual Design

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
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    Creo Incubator

    Negotiations For Leaders

    Skills you'll gain: Negotiation, Leadership, Stakeholder Management, Change Management, Communication, Stakeholder Analysis, Influencing, Business Communication, Persuasive Communication, Active Listening, Behavioral Economics, Strategic Planning, Strategic Communication, Organizational Strategy, Decision Making, Assertiveness, Analytical Skills

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Programa en Desarrollo de nuevas empresas

    Skills you'll gain: Strategic Partnership, Business Modeling, Value Propositions, Business Development, Resource Allocation, Entrepreneurial Finance, Financial Analysis, Target Market, New Business Development, Entrepreneurship, Team Building, New Product Development, Business Planning, Product Development, Leadership Development, Promotional Strategies, Business Marketing, Revenue Forecasting, Profit and Loss (P&L) Management, Cash Flows

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1K reviews

    Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    Create a Project Management Tracker using Microsoft Excel

    Skills you'll gain: Microsoft Excel, Project Management Software, Collaborative Software, Spreadsheet Software, Project Management, Productivity Software, Project Planning, Data Validation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    895 reviews

    Beginner · Guided Project · Less Than 2 Hours

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

  • Strategic AI Governance: Coursera
  • Portfolio Optimization using Markowitz Model: Coursera
  • Introduction to Trading, Machine Learning & GCP: Google Cloud
  • Business Communication for the Modern Workplace: Coursera
  • Risk Management in Video Game Development: Packt
  • Estimate and Prioritize Product Impact: Coursera
  • Mercados financeiros: Yale University
  • Trading Algorithms: Indian School of Business
  • Portfolio Development in Canva: Coursera
  • Negotiations For Leaders: Creo Incubator

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