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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
    I

    IBM

    IBM Business Intelligence (BI) Analyst

    Skills you'll gain: Data Storytelling, Dashboard, Data Presentation, Data Visualization, Database Design, MySQL, Presentations, Descriptive Statistics, Extract, Transform, Load, Business Intelligence, Data Visualization Software, IBM DB2, Tableau Software, Relational Databases, Star Schema, IBM Cognos Analytics, Interactive Data Visualization, Microsoft SQL Servers, Regression Analysis, Excel Formulas

    4.7
    Rating, 4.7 out of 5 stars
    ·
    15K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    C

    Creo Incubator

    Entrepreneuriat : finance et préparation au financement

    Skills you'll gain: Business Strategy, Entrepreneurial Finance, Financial Analysis, Financial Statements, Fundraising, Presentations, Mergers & Acquisitions, Entrepreneurship, Finance, Project Finance, Financial Forecasting, Business Valuation, Value Propositions, Private Equity, Verbal Communication Skills

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    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
    ·
    30 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    V

    Vanderbilt University

    Generative AI and ChatGPT for K-12 Educators

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, Multimodal Prompts, LLM Application, Productivity, OpenAI, Anthropic Claude, Creative Problem-Solving, AI Enablement, Generative AI, AI Personalization, Creative Thinking, Artificial Intelligence, Innovation, Brainstorming, Large Language Modeling, Game Design, Education Software and Technology, Student Engagement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8.2K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
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    U

    University of Virginia

    Managerial Accounting Fundamentals

    Skills you'll gain: Management Accounting, Cost Accounting, Operating Cost, Cost Benefit Analysis, Cost Management, Budget Management, Financial Accounting, Financial Data, Financial Analysis, Decision Making, Resource Allocation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    843 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Communication Protocols for Project Success

    Skills you'll gain: Communication Planning, Project Management, Stakeholder Management, Performance Metric, Project Management Life Cycle, Process Improvement

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    D

    Duke University

    FinTech Law and Policy

    Skills you'll gain: FinTech, Financial Regulation, Financial Services, Payment Systems, Bank Regulations, Lending and Underwriting, Banking Services, Blockchain, Law, Regulation, and Compliance, Financial Data, Digital Assets

    4.8
    Rating, 4.8 out of 5 stars
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    889 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    C

    Creo Incubator

    La boîte à outils de l'entrepreneuriat

    Skills you'll gain: Go To Market Strategy, Growth Strategies, Market Analysis, Entrepreneurship, Customer Analysis, Entrepreneurial Finance, Target Market, Product Marketing, Data-Driven Decision-Making, Financial Statements, Ideation, Lean Methodologies, Adaptability, Innovation, Fundraising, Mergers & Acquisitions, Finance, Marketing Channel, Project Finance, Critical Thinking and Problem Solving

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Lausanne

    Accounting 2

    Skills you'll gain: Mergers & Acquisitions, Equities, Tax, Accounting, Accounts Receivable, Securities (Finance), Financial Market, Inventory Accounting, Asset Management, Financial Accounting, Depreciation, Corporate Finance, Profit and Loss (P&L) Management, Balance Sheet, Financial Statements, Financial Reporting, Revenue Recognition, Cash Flows

    4.9
    Rating, 4.9 out of 5 stars
    ·
    69 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Prompt Engineering

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, Ideation, Verification And Validation, Data Presentation, LLM Application, Productivity, OpenAI, Document Management, Responsible AI, AI Enablement, Generative AI, Creativity, Large Language Modeling, Risk Management Framework, Artificial Intelligence, Problem Solving, Data Analysis, Information Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8.6K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    ESSEC Business School

    Negotiation, Mediation and Conflict Resolution

    Skills you'll gain: Mediation, Negotiation, Communication Strategies, Conflict Management, Active Listening, Cultural Sensitivity, Intercultural Competence, Cultural Diversity, Verbal Communication Skills, Communication, Diplomacy, Relationship Building, Labor Relations, Interpersonal Communications, Strategic Partnership, Case Studies, Non-Verbal Communication, Leadership, Analysis, Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    C

    Creo Incubator

    Blockchain Innovation Deep Dive

    Skills you'll gain: Digital Assets, Blockchain, Financial Services, FinTech, Payment Systems, Emerging Technologies, Transaction Processing, Cryptography, Systems Architecture, Business Process Automation, Innovation, Healthcare 5.0, Verification And Validation

    Beginner · Course · 1 - 3 Months

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

  • IBM Business Intelligence (BI) Analyst: IBM
  • Entrepreneuriat : finance et préparation au financement: Creo Incubator
  • Advanced Topics in Derivative Pricing: Columbia University
  • Generative AI and ChatGPT for K-12 Educators: Vanderbilt University
  • Managerial Accounting Fundamentals: University of Virginia
  • Communication Protocols for Project Success: Coursera
  • FinTech Law and Policy: Duke University
  • La boîte à outils de l'entrepreneuriat: Creo Incubator
  • Accounting 2: University of Lausanne
  • Prompt Engineering: Vanderbilt University

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