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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


  • D

    Duke University

    Financing for Startup Businesses

    Skills you'll gain: FinTech, Entrepreneurial Finance, Fundraising and Crowdsourcing, Equities, Financial Modeling, Finance, Private Equity, Loans, Consumer Lending, Credit Risk, Microsoft Excel, Digital Analysis, Liquidation, Fundraising, Lending and Underwriting

    4.5 stars, 229 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 4.5 (229) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • D

    Duke University

    Increasing Real Estate Management Profits: Harnessing Data Analytics

    Skills you'll gain: Data Visualization Software, Process Development, Tableau Software, Financial Modeling, Data Presentation, Dashboard Creation, Business Process, Peer Review, Presentations, Property Management, Data Analysis, MySQL, Revenue Management, Financial Data, Risk Analysis, Property and Real Estate, Real Estate, Financial Analysis, Microsoft Excel, SQL

    4.7 stars, 246 reviews, Mixed, Course, 1 - 3 Months

    ★ 4.7 (246) · Mixed · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • S

    SkillUp

    Project Lifecycle, Information Sharing, and Risk Management

    Skills you'll gain: Risk Management, Project Management Life Cycle, Risk Management Framework, Project Management Institute (PMI) Methodology, Stakeholder Management, Project Risk Management, Risk Mitigation, Risk Analysis, Project Management, Stakeholder Engagement, Communication Planning, Systems Development Life Cycle, Project Management Software, Stakeholder Communications, Project Documentation, Communication Strategies, Communication

    4.7 stars, 246 reviews, Beginner, Course, 1 - 3 Months

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

    Status: Free trial
    Free trial
  • E

    ESSEC Business School

    Demand management: Breaking down today’s commercial silos

    Skills you'll gain: Revenue Management, Hospitality Management, Digital Marketing, Data-Driven Decision-Making, Demand Generation, Asset Management, Marketing, Hospitality, Revenue Forecasting, Demand Planning, Marketing Channel, Forecasting, Business Valuation, Return On Investment

    4.7 stars, 379 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 4.7 (379) · Mixed · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • S

    Stanford Online

    Evaluations of AI Applications in Healthcare

    Skills you'll gain: Healthcare Ethics, Data Ethics, Responsible AI, Health Technology, Healthcare Industry Knowledge, AI Integrations, Clinical Assessment, Health Equity, Health Disparities, Clinical Informatics, Precision Medicine, Regulatory Compliance, Application Deployment, Continuous Monitoring, Predictive Modeling

    4.6 stars, 348 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.6 (348) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • S

    Simplilearn

    AI-Powered Software Development Certification

    Skills you'll gain: Prompt Engineering, AI Personalization, AI Security, GitHub Copilot, Generative AI, Infrastructure as Code (IaC), Requirements Analysis, Responsible AI, Test Tools, Software Testing, ChatGPT, Risk Analysis, Sprint Planning, Software Development Tools, Software Development Life Cycle, User Interface and User Experience (UI/UX) Design, Automation, Software Documentation, Artificial Intelligence, Software Architecture

    4.3 stars, 67 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.3 (67) · Beginner · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • U

    University of Michigan

    Responsible Generative AI

    Skills you'll gain: Responsible AI, Generative AI, Governance, Data Governance, Data Management, Data Ethics, Compliance Management, Consumer Behaviour, AI literacy, AI powered creativity, AI Enablement, Social Impact, Business Risk Management, Law, Regulation, and Compliance, Stakeholder Analysis, Decision Intelligence, Stakeholder Engagement, Risking, Leadership and Management, Risk Management

    4.7 stars, 392 reviews, Beginner, Specialization, 1 - 3 Months

    ★ 4.7 (392) · Beginner · Specialization · 1 - 3 Months

    Status: Free trial
    Free trial
  • A

    AI Business School

    Introduction to AI for finance professionals

    Skills you'll gain: Prompt Engineering, Prompt Patterns, AI literacy, Generative AI Agents, Responsible AI, Risk Management, Generative AI, Artificial Intelligence, General Finance, Risk Analysis, Risk Mitigation, Agentic systems, Financial Services, LLM Application, AI Workflows

    3.8 stars, 39 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 3.8 (39) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • Y

    Yale University

    Introduction to Medical Software

    Skills you'll gain: Clinical Trials, Software Development Life Cycle, Medical Devices, Software Quality Assurance, Usability, Software Development, Medical Privacy, Human Computer Interaction, Verification And Validation, Human Factors, Biomedical Engineering, Risk Management, User Interface (UI), Software Design, Regulatory Compliance, Healthcare Project Management, Health Technology, Software Testing, Entrepreneurship, User Research

    4.8 stars, 295 reviews, Intermediate, Course, 3 - 6 Months

    ★ 4.8 (295) · Intermediate · Course · 3 - 6 Months

    Category: Preview
    Preview
  • G

    Google

    Office of the CISO Institute: Cybersecurity Essentials

    Skills you'll gain: Business Continuity Planning, Cyber Attacks, Cybersecurity, Threat Management, Cyber Threat Intelligence, Business Continuity, Endpoint Security, Disaster Recovery, Cyber Security Policies, Cyber Governance, Vulnerability Assessments, Law, Regulation, and Compliance, Vulnerability Management, Network Security, Continuous Monitoring, Security Controls, Cloud Security, Risk Management

    4.6 stars, 89 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.6 (89) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • S

    Shanghai Jiao Tong University

    Discrete Mathematics

    Skills you'll gain: Combinatorics, Graph Theory, Theoretical Computer Science, Network Model, Mathematical Theory & Analysis, Advanced Mathematics, Network Analysis, Mathematics and Mathematical Modeling, Logical Reasoning, General Mathematics, Algorithms, Probability, Computer Science

    3.3 stars, 204 reviews, Intermediate, Course, 1 - 3 Months

    ★ 3.3 (204) · Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
  • G

    Goodwill Industries International

    Foundations of Career Navigating and Coaching

    Skills you'll gain: Communication, Coaching, Diversity Equity and Inclusion Initiatives, Trustworthiness, Professional Development, Workforce Development, Ethical Standards And Conduct, Relationship Management, Rapport Building, Diversity Awareness, Professionalism, Empathy, Workplace inclusivity, Human Services, People Development, Relationship Building, Human Development, Goal Setting, Expectation Management, Crisis Intervention

    4.7 stars, 369 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.7 (369) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
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In summary, here are 10 of our most popular financial planning courses

  • Financing for Startup Businesses: Duke University
  • Increasing Real Estate Management Profits: Harnessing Data Analytics: Duke University
  • Project Lifecycle, Information Sharing, and Risk Management: SkillUp
  • Demand management: Breaking down today’s commercial silos: ESSEC Business School
  • Evaluations of AI Applications in Healthcare: Stanford Online
  • AI-Powered Software Development Certification: Simplilearn
  • Responsible Generative AI: University of Michigan
  • Introduction to AI for finance professionals: AI Business School
  • Introduction to Medical Software: Yale University
  • Office of the CISO Institute: Cybersecurity Essentials: Google

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