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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


  • C

    Coursera

    Plan Projects Better: Tools, Time, and Agile Estimation

    Skills you'll gain: Timelines, Project Schedules, Project Management Software, Stakeholder Communications, Sprint Planning, Stakeholder Management, Productivity, Project Management, Agile Project Management, Backlogs, Project Scoping, Estimation, Project Planning, User Story, Productivity Software, Scheduling

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Advanced Project Management: Asana, Jira, Confluence, and AI

    Skills you'll gain: Earned Value Management, Milestones (Project Management), Project Management Life Cycle, Project Schedules, Timelines, Communication Planning, Capacity Planning, Project Management Software, Project Management, Workflow Management, Stakeholder Management, Meeting Facilitation, Project Documentation, Stakeholder Communications, Dashboard, Backlogs, Project Planning, Jira (Software), Interviewing Skills, Collaboration

    Beginner · Professional Certificate · 3 - 6 Months

  • C

    Coursera

    Investments: Differentiate & Allocate Assets

    Skills you'll gain: Investments, Portfolio Management, Asset Management, Portfolio Risk, Financial Services, Financial Acumen, Data Visualization Software, Wealth Management, Equities, Market Liquidity, Communication, Client Services, Risk Analysis

    Intermediate · Course · 1 - 4 Weeks

  • G

    Google

    Use AI Responsibly

    Skills you'll gain: AI Security, Workplace inclusivity, Social Impact, Generative AI, Analysis, Critical Thinking, Data Security

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • E

    EDHEC Business School

    Investment Management with Python and Machine Learning

    Skills you'll gain: Investment Management, Portfolio Management, Text Mining, Portfolio Risk, Asset Management, Network Analysis, Data Visualization Software, Investments, Machine Learning Methods, Return On Investment, Unstructured Data, Predictive Modeling, Web Scraping, Machine Learning, Social Network Analysis, Financial Statements, Applied Machine Learning, Financial Market, Financial Modeling, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    Reconciliation, Billing, and Collections Optimization

    Skills you'll gain: Billing & Invoicing, Accounts Payable, Accounting Software, Ledgers (Accounting), Reconciliation, Billing, Accounts Payable and Receivable, Payment Processing and Collection, Billing Systems, QuickBooks (Accounting Software), Accounts Receivable, Bookkeeping, Invoicing, General Ledger, Auditing, Record Keeping, Automation, Transaction Processing, Financial Accounting, Process Optimization

    Beginner · Course · 1 - 3 Months

  • E

    EDUCBA

    Analyze and Apply Credit Rating Processes and Models

    Skills you'll gain: Credit Risk, Lending and Underwriting, Commercial Lending, Financial Statement Analysis, Financial Analysis, Consumer Lending, Risk Modeling, General Lending, Loan Origination, Risk Analysis, Cash Flows, Balance Sheet, Financial Acumen, Risk Management, Portfolio Management, Working Capital, Benchmarking

    Beginner · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Microeconomics Principles

    Skills you'll gain: Supply And Demand, Economics, Market Dynamics, Business Economics, Behavioral Economics, Policy Analysis, Business Operations, Price Negotiation, Socioeconomics, Consumer Behaviour, Political Sciences, Economics, Policy, and Social Studies, Business Strategy, Public Policies, Competitive Analysis, Resource Allocation, Decision Making, Market Analysis, Cost Benefit Analysis, Environmental Issue

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.4K reviews

    Beginner · Specialization · 1 - 3 Months

  • U

    University of Michigan

    Negociación exitosa: Estrategias y habilidades esenciales (en español)

    Skills you'll gain: Negotiation, Contract Negotiation, Mediation, Arbitration, Communication, Conflict Management, Interpersonal Communications, Planning, Decision Making, Business Ethics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.7K reviews

    Mixed · Course · 1 - 3 Months

  • T

    The Hong Kong University of Science and Technology

    FinTech: Finance Industry Transformation and Regulation

    Skills you'll gain: FinTech, Financial Regulation, Business Continuity Planning, Compliance Management, Disaster Recovery, Financial Regulations, Operational Risk, Bank Regulations, Security Management, Risk Management, Business Risk Management, Financial Industry Regulatory Authorities, Information Technology, Financial Services, Governance, Market Trend, Internal Controls, Emerging Technologies, Banking, Blockchain

    4.7
    Rating, 4.7 out of 5 stars
    ·
    977 reviews

    Beginner · Specialization · 3 - 6 Months

  • E

    EDUCBA

    Analyze and Build a Private Equity LBO Case Study

    Skills you'll gain: Private Equity, Case Studies, Financial Modeling, Financial Statements, Investment Banking, Income Statement, Balance Sheet, Financial Analysis, Corporate Finance, Investments, Cash Flows, Return On Investment

    Beginner · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Analyze Global Economics and Corporate Finance Decisions

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), International Finance, Business Modeling, Business Strategy, Governance, Corporate Finance, Capital Budgeting, Portfolio Management, Business Economics, Corporate Strategy, Financial Management, Private Equity, Market Dynamics, Economics, Investments, Financial Analysis, Real Estate, Asset Management, Performance Measurement, Business Risk Management

    Beginner · Course · 1 - 3 Months

1…535455…454

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

  • Plan Projects Better: Tools, Time, and Agile Estimation: Coursera
  • Advanced Project Management: Asana, Jira, Confluence, and AI: Coursera
  • Investments: Differentiate & Allocate Assets: Coursera
  • Use AI Responsibly: Google
  • Investment Management with Python and Machine Learning: EDHEC Business School
  • Reconciliation, Billing, and Collections Optimization: Coursera
  • Analyze and Apply Credit Rating Processes and Models: EDUCBA
  • Microeconomics Principles: University of Illinois Urbana-Champaign
  • Negociación exitosa: Estrategias y habilidades esenciales (en español): University of Michigan
  • FinTech: Finance Industry Transformation and Regulation: The Hong Kong University of Science and Technology

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