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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
    U

    University of Pennsylvania

    The Economics of Health Care Delivery

    Skills you'll gain: Managed Care, Health Systems, Health Care Administration, Health Care Procedure and Regulation, Health Care, Value-Based Care, Medicaid, Insurance, Health Policy, Medicare, Economics, Behavioral Economics, Supply And Demand, Market Dynamics, Long Term Care, Payment Systems, Hospice

    4.8
    Rating, 4.8 out of 5 stars
    ·
    697 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Decentralized Finance (DeFi) Deep Dive

    Skills you'll gain: Loans, Lending and Underwriting, Blockchain, Commercial Lending, General Lending, Derivatives, FinTech, Market Liquidity, Financial Trading, Securities (Finance), Digital Assets, Liquidation, Market Data, Transaction Processing, Asset Management, Arbitration, Portfolio Management, Risk Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    306 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    Association of International Certified Professional Accountants

    Introduction to Data Analytics for Accounting Professionals

    Skills you'll gain: Data Literacy, Data-Driven Decision-Making, Analytics, Financial Data, Business Analytics, Data Strategy, Data Analysis, Business Intelligence, Project Implementation, Project Scoping, Data Management, Unstructured Data

    4.7
    Rating, 4.7 out of 5 stars
    ·
    95 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Foundations of Business Strategy and Research

    Skills you'll gain: Qualitative Research, Market Research, Strategic Decision-Making, Key Performance Indicators (KPIs), Quantitative Research, Innovation, Target Audience, Data-Driven Decision-Making, Sustainable Business, Benchmarking, Business Acumen, Value Propositions, Descriptive Statistics, Performance Measurement, Ideation, Team Performance Management, Competitive Analysis, Risk Management, Business Strategy, Data Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    196 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Marketing: Customer Needs and Wants

    Skills you'll gain: Value Propositions, Marketing, Branding, Marketing Strategies, Strategic Marketing, Product Strategy, Digital Marketing, Brand Strategy, Target Audience, Marketing Communications, Marketing Analytics, Customer Insights, Marketing Channel, Market Analysis, Consumer Behaviour, Demand Planning

    4.5
    Rating, 4.5 out of 5 stars
    ·
    489 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Meta

    Django Web Framework

    Skills you'll gain: Django (Web Framework), Web Development, Web Servers, Web Applications, Data Modeling, Back-End Web Development, MySQL, Application Security, Database Development, Model View Controller, Object-Relational Mapping, Application Frameworks, Database Management, Hypertext Markup Language (HTML)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    655 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica de Chile

    Escalamiento exitoso e Innovación en los Negocios

    Skills you'll gain: Innovation, Entrepreneurship, Marketing Strategies, Financial Management, Business Development, Growth Strategies, Business Strategy, Business Management, Team Leadership, Strategic Decision-Making, Governance, Global Marketing, International Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    149 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    I

    IESE Business School

    Strategy and Sustainability

    Skills you'll gain: Sustainable Business, Corporate Sustainability, Environmental Social And Corporate Governance (ESG), Corporate Strategy, Business Strategy, Environmental Issue, Strategic Decision-Making, Compliance Management, Stakeholder Engagement, Governance, Consumer Behaviour

    4.7
    Rating, 4.7 out of 5 stars
    ·
    572 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Marketing con Redes Sociales

    Skills you'll gain: Persona Development, Social Media Strategy, Social Media, Social Media Marketing, Social Media Campaigns, Performance Metric, Smart Goals, Social Media Management, Media Strategy, Content Marketing, Performance Measurement, Goal Setting, Key Performance Indicators (KPIs), Active Listening, Marketing Strategies, Target Audience, LinkedIn, Marketing, Facebook, Social Network Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    3.7K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    The Business Case for ESG

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainability Reporting, Business Reporting, Financial Reporting, Corporate Sustainability, Sustainable Business, Enterprise Risk Management (ERM), Business Ethics, Compliance Reporting, Risk Management, Corporate Strategy, Data Strategy, Stakeholder Management, Financial Analysis, Stakeholder Communications, Ethical Standards And Conduct, Performance Analysis, Value Propositions, Regulatory Requirements, Innovation

    4.4
    Rating, 4.4 out of 5 stars
    ·
    16 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Rochester

    Introduction to Self-Determination Theory: An approach to motivation, development and wellness

    Skills you'll gain: Self-Motivation, Self-Awareness, Motivational Skills, Social Sciences, Mindfulness, Health And Wellness Coaching, Personal Development, Learning Theory, Human Development, Psychology, Cultural Diversity, School Psychology, Goal Setting, Empowerment, Economics, Coaching, Psychotherapy, Child Development, Relationship Building

    4.8
    Rating, 4.8 out of 5 stars
    ·
    523 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    GenAI for Algorithmic Trading

    Skills you'll gain: Generative AI, Financial Trading, Market Data, Portfolio Management, Technical Analysis, Market Trend, Real Time Data, Automation, Artificial Intelligence, Python Programming, Recurrent Neural Networks (RNNs), Applied Machine Learning, Risk Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    12 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • The Economics of Health Care Delivery: University of Pennsylvania
  • Decentralized Finance (DeFi) Deep Dive: Duke University
  • Introduction to Data Analytics for Accounting Professionals: Association of International Certified Professional Accountants
  • Foundations of Business Strategy and Research: Coursera
  • Marketing: Customer Needs and Wants: IESE Business School
  • Django Web Framework : Meta
  • Escalamiento exitoso e Innovación en los Negocios: Pontificia Universidad Católica de Chile
  • Strategy and Sustainability: IESE Business School
  • Marketing con Redes Sociales: Tecnológico de Monterrey
  • The Business Case for ESG: Saïd Business School, University of Oxford

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