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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: 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 Michigan

    Responsible Generative AI

    Skills you'll gain: Responsible AI, Generative AI, Governance, Data Governance, Data Management, Compliance Management, Consumer Behaviour, AI Enablement, Social Impact, Business Risk Management, Business Operations, Data Ethics, AI Product Strategy, Artificial Intelligence, Risk Analysis, Automation, Stakeholder Management, Human Resources, Leadership and Management, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    311 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Forex - Trading Around the World

    Skills you'll gain: Financial Trading, International Finance, Financial Market, Securities Trading, Equities, Capital Markets, Market Data, Market Dynamics, Portfolio Risk, Market Trend, Market Analysis

    4.3
    Rating, 4.3 out of 5 stars
    ·
    236 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Creating Dashboards and Storytelling with Tableau

    Skills you'll gain: Data Storytelling, Data Presentation, Dashboard, Data Visualization, Stakeholder Analysis, Tableau Software, Data Visualization Software, Requirements Analysis, Stakeholder Management, Data Cleansing, Storyboarding, Data Manipulation, Data Quality, Data Preprocessing

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Business English: Final Project

    Skills you'll gain: English Language, Marketing Materials, Business Planning, Management Reporting, Business Writing, Marketing Planning, Business Correspondence, Project Documentation, Financial Analysis, Budgeting, Business Communication, Presentations, Business Reporting

    4.4
    Rating, 4.4 out of 5 stars
    ·
    39 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Computational Social Science

    Skills you'll gain: Social Network Analysis, Network Analysis, Data Wrangling, Natural Language Processing, Web Scraping, Social Sciences, Data Ethics, Databases, Artificial Intelligence, Research, Simulations, Data Processing, Big Data, Systems Thinking, Social Studies, Trend Analysis, Data Science, AI Enablement, Research Methodologies, Agentic systems

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free
    Free
    C

    Coursera

    Data Modeling with Power BI: Advanced DAX Calculations

    Skills you'll gain: Data Analysis Expressions (DAX), Power BI, Business Analysis, Financial Data, Business Intelligence, Data Modeling, Financial Analysis, Time Series Analysis and Forecasting, Data Visualization, Data Import/Export

    4.5
    Rating, 4.5 out of 5 stars
    ·
    15 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Product Development for Technical Managers

    Skills you'll gain: New Product Development, Product Development, Product Strategy, Product Design, Design Thinking, Product Planning, Innovation, Persona Development, Product Management, Team Management, Product Lifecycle Management, Prototyping, Market Research, Sustainable Business, Agile Product Development, Marketing, Product Roadmaps, Sustainable Design, Ideation, Commercialization

    Build toward a degree

    4.9
    Rating, 4.9 out of 5 stars
    ·
    36 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    E

    Erasmus University Rotterdam

    International Security Management

    Skills you'll gain: Security Management, Intelligence Collection and Analysis, International Relations, Public Safety and National Security, Safety and Security, Risk Management, Cybersecurity, Governance, Cultural Diversity, Economics, Policy, and Social Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.3K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Sourcing Analytics

    Skills you'll gain: Strategic Sourcing, Procurement, Supplier Management, Supply Chain, Supplier Performance Management, Supply Management, Supply Chain Management, Benchmarking, Competitive Analysis, Business Analytics, Analytics, Business Intelligence, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    20 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    K

    Keller Williams

    Manage a Real Estate Business

    Skills you'll gain: Administrative Support, Office Management, Real Estate, Organizational Skills, Real Estate Transactions, Business Planning, Business Management, Financial Planning, Professional Networking, Law, Regulation, and Compliance, Compliance Management, Vendor Relationship Management, Goal Setting, Business Economics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    21 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The Chinese University of Hong Kong

    Doing Business in China

    Skills you'll gain: Entrepreneurship, Peer Review, Market Opportunities, Business Planning, Innovation, Consumer Behaviour, Business Leadership, Brand Management, Strategic Thinking, Marketing, Business Strategy, Business Development, Global Marketing, Strategic Marketing, Business Consulting, Business Strategies, Digital Media Strategy, Strategic Partnership, Competitive Analysis, Go To Market Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    656 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Supporting Clients: Goodwill Industries International
  • Responsible Generative AI: University of Michigan
  • Forex - Trading Around the World: Interactive Brokers
  • Creating Dashboards and Storytelling with Tableau: University of California, Davis
  • Business English: Final Project: Arizona State University
  • Computational Social Science: University of California, Davis
  • Data Modeling with Power BI: Advanced DAX Calculations : Coursera
  • Product Development for Technical Managers: University of Colorado Boulder
  • International Security Management: Erasmus University Rotterdam
  • Sourcing Analytics: Rutgers the State University of New Jersey

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