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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

    Healthcare Career Explorer: Certified Nursing Assistant

    Skills you'll gain: Patient Communication, Nursing Basics, Care Coordination, Communication, Patient Advocacy, Basic Patient Care, Teamwork, Patient Safety, Healthcare Industry Knowledge, Planning, Trend Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
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    Corporate Finance Institute

    BI Essentials for Finance Analysts (Power BI Edition)

    Skills you'll gain: Data Analysis Expressions (DAX), Power BI, Snowflake Schema, Data Modeling, SQL, Dashboard, Microsoft Excel, Business Intelligence, Excel Formulas, Pivot Tables And Charts, Data Import/Export, Business Reporting, Databases, Interactive Data Visualization, Data Storytelling, Financial Statements, Data Manipulation, Data Transformation, Financial Analysis, Data Visualization

    4.8
    Rating, 4.8 out of 5 stars
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    333 reviews

    Beginner · Specialization · 3 - 6 Months

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    IBM

    IBM Product Owner

    Skills you'll gain: AI Product Strategy, Sprint Retrospectives, Backlogs, Agile Product Development, Agile Software Development, Stakeholder Communications, Agile Methodology, Responsible AI, Generative AI, Kanban Principles, Product Roadmaps, Virtual Teams, Information Technology, Agile Project Management, Computer Hardware, Product Strategy, Product Management, ChatGPT, Stakeholder Management, Sprint Planning

    4.7
    Rating, 4.7 out of 5 stars
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    7.1K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
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    Columbia University

    Advanced Topics in Derivative Pricing

    Skills you'll gain: Derivatives, Credit Risk, Financial Market, Portfolio Risk, Capital Markets, Risk Analysis, Risk Management, Market Dynamics, Portfolio Management, Financial Modeling, Operations Research, Mathematical Modeling, Probability Distribution, Applied Mathematics, Computer Programming

    4.4
    Rating, 4.4 out of 5 stars
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    30 reviews

    Intermediate · Course · 1 - 3 Months

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    Coursera

    Hybrid Project Plans and Changes

    Skills you'll gain: Change Orders, Change Control, Project Schedules, Timelines, Initiative and Leadership, Sprint Planning, Project Planning, Planning, Waterfall Methodology, Scheduling, Project Estimation, Analysis

    Beginner · Course · 1 - 4 Weeks

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    IBM

    Introduction to Agile Development and Scrum

    Skills you'll gain: Agile Software Development, Agile Methodology, Kanban Principles, Agile Project Management, User Story, Sprint Retrospectives, Sprint Planning, Workflow Management, Performance Metric, Team Oriented, Backlogs, Performance Measurement, Lean Methodologies, Continuous Improvement Process, Prioritization, Estimation

    4.9
    Rating, 4.9 out of 5 stars
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    2.7K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    New York University

    Reinforcement Learning in Finance

    Skills you'll gain: Reinforcement Learning, Financial Trading, Financial Market, Derivatives, Markov Model, Machine Learning Methods, Financial Modeling, Securities Trading, Portfolio Management, Risk Management, Market Dynamics

    3.6
    Rating, 3.6 out of 5 stars
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    134 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
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    University of Illinois Urbana-Champaign

    Managerial Economics and Business Analysis

    Skills you'll gain: Supply And Demand, Statistical Inference, Business Analytics, Descriptive Statistics, Sampling (Statistics), Market Dynamics, Statistical Hypothesis Testing, Financial Systems, Bank Regulations, Financial Policy, Banking, International Finance, Data-Driven Decision-Making, Data Analysis, Data Presentation, Economics, Statistical Analysis, Business Economics, Peer Review, Analytics

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    4.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    Macquarie University

    Influencing: Storytelling, Change Management and Governance

    Skills you'll gain: Risk Management Framework, Persuasive Communication, Storytelling, Influencing, Governance, Risk Management, Change Management, Organizational Change, Communication, Conflict Management, Leadership, Business Transformation, Risk Analysis, Negotiation, Operational Risk, Business Risk Management, Risk Mitigation, Intercultural Competence, Stakeholder Management, Process Management

    4.7
    Rating, 4.7 out of 5 stars
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    4.6K reviews

    Beginner · Specialization · 3 - 6 Months

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    IBM

    Information Technology (IT) and Cloud Fundamentals

    Skills you'll gain: Cloud Computing Architecture, Cloud Services, Cloud Deployment, Generative AI, Cloud Security, Cloud Infrastructure, Cybersecurity, Cloud Platforms, Cloud Computing, Data Storage, Peripheral Devices, Computer Hardware, Cyber Attacks, System Configuration, Artificial Intelligence, Cloud Storage, OSI Models, General Networking, Data Security, Test Planning

    4.7
    Rating, 4.7 out of 5 stars
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    11K reviews

    Beginner · Specialization · 3 - 6 Months

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    Meta

    Meta Web Development Fundamentals

    Skills you'll gain: Django (Web Framework), Responsive Web Design, Cascading Style Sheets (CSS), HTML and CSS, Back-End Web Development, Relational Databases, Object Oriented Programming (OOP), Database Management Systems, Bootstrap (Front-End Framework), SQL, Database Design, Databases, Front-End Web Development, Database Administration, Unit Testing, MySQL, Web Development, Computer Programming, Pseudocode, Communication

    4.7
    Rating, 4.7 out of 5 stars
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    17K reviews

    Beginner · Specialization · 3 - 6 Months

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    Coursera

    Strategic Sourcing & Supplier Selection

    Skills you'll gain: Strategic Sourcing, Supplier Management, Vendor Management, Contract Negotiation, Supplier Performance Management, Supplier Relationship Management, Procurement, Financial Modeling, Cost Benefit Analysis, Keyword Research, Negotiation, Market Research, Market Intelligence, Risk Management, Financial Analysis, Data-Driven Decision-Making, Spreadsheet Software, Process Improvement, Business Communication, Data Analysis

    Intermediate · Specialization · 3 - 6 Months

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

  • Healthcare Career Explorer: Certified Nursing Assistant: Coursera
  • BI Essentials for Finance Analysts (Power BI Edition): Corporate Finance Institute
  • IBM Product Owner: IBM
  • Advanced Topics in Derivative Pricing: Columbia University
  • Hybrid Project Plans and Changes: Coursera
  • Introduction to Agile Development and Scrum: IBM
  • Reinforcement Learning in Finance: New York University
  • Managerial Economics and Business Analysis: University of Illinois Urbana-Champaign
  • Influencing: Storytelling, Change Management and Governance: Macquarie University
  • Information Technology (IT) and Cloud Fundamentals: IBM

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