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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


  • U

    University of Illinois Urbana-Champaign

    Federal Taxation I: Individuals, Employees, and Sole Proprietors

    Skills you'll gain: Tax, Tax Planning, Benefits Administration

    4.8 stars, 722 reviews, Intermediate, Course, 1 - 3 Months

    ★ 4.8 (722) · Intermediate · Course · 1 - 3 Months

    Status: Free trial
    Free trial
    Category: Build toward a degree
    Build toward a degree
  • C

    Chegg Skills

    Applied AI in Web Development

    Skills you'll gain: Prompt Engineering, Prompt Engineering Tools, Prompt Patterns, Server Side, Development Environment, AI literacy, Multimodal Prompts, Back-End Web Development, Data Ethics, Python Programming, ChatGPT, Web Development, Generative AI, HTML and CSS, Artificial Intelligence, Javascript, Problem Solving, Programming Principles, Cascading Style Sheets (CSS), Software Development

    Beginner · Specialization · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • T

    The University of Hong Kong

    University Teaching

    Skills you'll gain: Instructional and Curriculum Design, Instructional Design, Curriculum Development, Lesson Planning, Curriculum Planning, Education and Training, Constructive Feedback, Pedagogy, Teaching, Syllabus Development, Course Development, Differentiated Instruction, Instructional Strategies, Student Engagement, Higher Education, Learning Theory, Learning Styles

    4.8 stars, 1.7K reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (1.7K) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • S

    STARWEAVER

    Motivating Others: The Foundations of Inspiring Performance

    Skills you'll gain: Motivational Skills, Team Motivation, Smart Goals, Employee Coaching, Team Performance Management, Active Listening, Employee Performance Management, Goal Setting, Performance Management, Leadership and Management, Employee Engagement, Auditing, Recognizing Others, Coaching, Drive Engagement, Collaboration, Relationship Building, Compensation Management, Corporate Communications, Revenue Recognition

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • N

    New York Institute of Finance

    Market Risk Management: Frameworks & Strategies

    Skills you'll gain: Portfolio Risk, Risk Management, Risk Modeling, Financial Market, Derivatives, Risk Management Framework, Investment Management, Portfolio Management, Risk Analysis, Market Data, Equities, Asset Management, Capital Markets, Estimation, Financial Modeling, Statistical Modeling, Probability Distribution, Statistical Analysis, Probability & Statistics

    4.7 stars, 215 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.7 (215) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • U

    University of Colorado Boulder

    Master of Science in Artificial Intelligence

    Skills you'll gain: Prompt Engineering, New Product Development, Model Based Systems Engineering, Model Evaluation, Generative AI, Financial Statement Analysis, Sustainable Business, Data Mining, Field-Programmable Gate Array (FPGA), Delegation Skills, Strategic Decision-Making, Object Oriented Design, Real-Time Operating Systems, Sampling (Statistics), Failure Analysis, Data Ethics, Goal Setting, Database Design, Data Visualization, Supervised Learning

    Degree · 1 - 4 Years

    Category: Job ready
    Job ready
  • U

    University of Virginia

    New Models of Business in Society

    Skills you'll gain: Entrepreneurship, Philanthropy, Corporate Sustainability, Stakeholder Engagement, Business Ethics, Stakeholder Management, Sustainable Business, Social Impact, Environmental Social And Corporate Governance (ESG), Stakeholder Analysis, Environmental Issue, Business Modeling, Employee Engagement

    4.7 stars, 4.1K reviews, Mixed, Course, 1 - 4 Weeks

    ★ 4.7 (4.1K) · Mixed · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • P

    Packt

    Journalism Careers You can be a TV Talking Head Pundit

    Skills you'll gain: Oral Expression, Constructive Feedback, Media and Communications, Persuasive Communication, Public Speaking, Verbal Communication Skills, Electronic Media, Communication, Journalism, Concision, Content Creation, Executive Presence, Coaching, Professionalism

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
  • S

    Sage Publications

    Transformational Leadership in Banking

    Skills you'll gain: Performance Appraisal, Employee Performance Management, Performance Management, Talent Management, Business Ethics, HR Tech, Talent Acquisition, Governance, Culture Transformation, Talent Recruitment, Crisis Management, Banking, Knowledge Transfer, Digital Transformation, Banking Services, Commercial Banking, Leadership Development, Leadership and Management, Leadership, Team Leadership

    Intermediate · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • U

    Universidad Nacional Autónoma de México

    Orden y manejo del tiempo

    Skills you'll gain: Organizational Skills, Time Management, Prioritization, Productivity, Office Procedures, Administration, Workflow Management, Cleanliness, Business Process, Planning, Process Management, Goal Setting, Strategic Prioritization, Business Management

    4.8 stars, 1.3K reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (1.3K) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • P

    Pearson

    Benefits Administration

    Skills you'll gain: Compensation and Benefits, Compensation Management, Compensation Strategy, Benefits Administration, Compensation Analysis, Human Resource Strategy, Administration, Job Evaluation, Employee Performance Management, Employee Engagement, Organizational Effectiveness, Program Implementation

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • U

    University of Michigan

    Applied Social Network Analysis in Python

    Skills you'll gain: Network Analysis, Social Network Analysis, Network Model, Graph Theory, Data Analysis, Analysis, Predictive Analytics, Predictive Modeling, Python Programming, Algorithms

    4.6 stars, 2.7K reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 4.6 (2.7K) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
1…140141142…631

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

  • Federal Taxation I: Individuals, Employees, and Sole Proprietors: University of Illinois Urbana-Champaign
  • Applied AI in Web Development: Chegg Skills
  • University Teaching: The University of Hong Kong
  • Motivating Others: The Foundations of Inspiring Performance: STARWEAVER
  • Market Risk Management: Frameworks & Strategies: New York Institute of Finance
  • Master of Science in Artificial Intelligence: University of Colorado Boulder
  • New Models of Business in Society: University of Virginia
  • Journalism Careers You can be a TV Talking Head Pundit: Packt
  • Transformational Leadership in Banking: Sage Publications
  • Orden y manejo del tiempo: Universidad Nacional Autónoma de México

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