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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
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    Berklee

    The DIY Musician

    Skills you'll gain: Fundraising and Crowdsourcing, Music Theory, Musical Composition, Music, Peer Review, Brand Strategy, Professional Networking, Social Media, Branding, Sustainable Business, Music Performance, Leadership, Media Production, Campaign Management, Instrumental Music, Automation, Marketing, Relationship Building, Entrepreneurship, File Management

    4.7
    Rating, 4.7 out of 5 stars
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    3.6K reviews

    Beginner · Specialization · 3 - 6 Months

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    MedCerts

    Electronic Health Records

    Skills you'll gain: Information Management, Care Coordination, Health Care Administration, Data Ethics, Healthcare Ethics, Medical Coding, Data Storage, Interoperability

    Beginner · Course · 1 - 3 Months

  • Status: New
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    MedCerts

    Electronic Health Record/Reimbursement Fundamentals

    Skills you'll gain: Professionalism, Payment Processing and Collection, Care Management, Patient Communication, Medical Coding, Patient-centered Care, Healthcare Ethics, Medicare, Professional Development, Data Integrity, Interpersonal Communications, Empathy, Teamwork, Ethical Standards And Conduct, Conflict Management, Interoperability, Cultural Responsiveness, Emotional Intelligence, Communication, Time Management

    4.8
    Rating, 4.8 out of 5 stars
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    933 reviews

    Beginner · Specialization · 3 - 6 Months

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    C

    Coursera

    TMMi Foundation Certification Prep Course

    Skills you'll gain: Test Planning, Software Quality Assurance, Software Testing, Quality Assurance, Process Improvement, Continuous Improvement Process, Technology Roadmaps, Quality Improvement, Key Performance Indicators (KPIs), Gap Analysis

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Nursing Leadership: Strategy and Decision-Making

    Skills you'll gain: Stakeholder Engagement, Strategic Leadership, Nursing Management, Strategic Decision-Making, Leadership, Accountability, Decision Making, Communication Strategies, Strategic Thinking, Complex Problem Solving, Collaboration, Patient Safety, Critical Thinking, Goal Setting, Resource Allocation

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    T

    The Hong Kong University of Science and Technology

    Software Engineering

    Skills you'll gain: Software Design Patterns, Requirements Analysis, White-Box Testing, Software Architecture, Acceptance Testing, Software Development Methodologies, Unified Modeling Language, Software Development Life Cycle, Configuration Management, Debugging, Software Design, Process Driven Development, Software Engineering, Software Testing, Object Oriented Design, Functional Requirement, Data Modeling, Systems Design, Project Management, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
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    601 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
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    U

    University of Pennsylvania

    Lending, Crowdfunding, and Modern Investing

    Skills you'll gain: FinTech, Portfolio Management, Consumer Lending, Return On Investment, Lending and Underwriting, Financial Services, Risk Analysis, Investments, Fundraising and Crowdsourcing, Financial Market, Asset Management, Case Studies, Wealth Management

    4.7
    Rating, 4.7 out of 5 stars
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    589 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Introduction to Generative AI in Finance

    Skills you'll gain: Generative AI, Fraud detection, AI Personalization, Predictive Analytics, Financial Services, Personalized Service, Financial Trading, Financial Reporting, FinTech, Forecasting, Compliance Management, Artificial Intelligence, Risk Analysis, Emerging Technologies, Automation

    3.6
    Rating, 3.6 out of 5 stars
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    65 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    B

    Board Infinity

    BFSI Essentials: Unlocking Finance Careers

    Skills you'll gain: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Insurance Policies, Professional Networking, Interviewing Skills, Banking, Customer experience strategy (CX), Compensation Analysis, Finance, Underwriting, Regulatory Compliance, Financial Analysis, Portfolio Management, Financial Planning, Wealth Management, Risk Management

    4.2
    Rating, 4.2 out of 5 stars
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    14 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    U

    University of Colorado Boulder

    Product Cost and Investment Cash Flow Analysis

    Skills you'll gain: Cost Estimation, Cost Management, Financial Modeling, Investment Management, Risk Management, Finance, Spreadsheet Software, Financial Planning, Financial Analysis, Financial Management, Cost Accounting, Business Mathematics, Return On Investment, Cash Flows, Product Management

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
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    88 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Decisiones Financieras

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Portfolio Management, Portfolio Risk, Financial Accounting, Income Statement, Investments, Financial Analysis, Balance Sheet, Business Valuation, Financial Market, Risk Management, Cash Management, Financial Trading, Working Capital, Accrual Accounting, Capital Markets, Cash Flows, Capital Budgeting, Securities (Finance)

    4.8
    Rating, 4.8 out of 5 stars
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    269 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Preparing to Manage Human Resources

    Skills you'll gain: Human Resource Strategy, Human Resources, Human Capital, Compensation Management, Resource Management, People Management, Employee Performance Management, Industrial and Organizational Psychology, Labor Law, Employee Engagement

    4.8
    Rating, 4.8 out of 5 stars
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    10K reviews

    Mixed · Course · 1 - 4 Weeks

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

  • The DIY Musician: Berklee
  • Electronic Health Records: MedCerts
  • Electronic Health Record/Reimbursement Fundamentals: MedCerts
  • TMMi Foundation Certification Prep Course: Coursera
  • Nursing Leadership: Strategy and Decision-Making: Coursera
  • Software Engineering: The Hong Kong University of Science and Technology
  • Lending, Crowdfunding, and Modern Investing: University of Pennsylvania
  • Introduction to Generative AI in Finance: Coursera
  • BFSI Essentials: Unlocking Finance Careers: Board Infinity
  • Product Cost and Investment Cash Flow Analysis : University of Colorado Boulder

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