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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
    N

    New York Institute of Finance

    Introduction to Risk Management

    Skills you'll gain: Risk Management, Business Risk Management, Portfolio Risk, Risk Modeling, Risk Appetite, Risk Management Framework, Operational Risk, Risk Mitigation, Enterprise Risk Management (ERM), Credit Risk, Risk Analysis, Portfolio Management, Capital Markets, Financial Market, Financial Regulations, Regulatory Requirements, Finance, Financial Regulation, Probability Distribution

    4.7
    Rating, 4.7 out of 5 stars
    ·
    863 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    Data Preparation and Governance

    Skills you'll gain: Data Transformation, Power BI, Data Quality, Data Governance, Financial Data, Data Wrangling, Data Cleansing, Reconciliation, Month End Closing, Data Management, Data Integrity, Financial Controls, Quality Monitoring, Data Integration, Data Validation, Microsoft Copilot, Financial Analysis, Microsoft Excel, Financial Management, AI Integrations

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Intuit

    Tracking assets and sales

    Skills you'll gain: Fixed Asset, Inventory Control, Depreciation, Asset Management, Inventory Accounting, Payment Processing and Collection, Bookkeeping, Financial Accounting, Property Accounting, Accounts Receivable, Accounts Payable and Receivable, Accounting Records, Accounting, Cash Receipts, Financial Reporting, Business Reporting

    4.4
    Rating, 4.4 out of 5 stars
    ·
    1.4K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Columbia University

    Economics of Money and Banking

    Skills you'll gain: International Finance, Derivatives, Financial Systems, Balance Sheet, Financial Market, Payment Systems, Financial Policy, Banking, Capital Markets, Financial Trading, Economics, Market Liquidity, Financial Regulation, Credit Risk, Market Dynamics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.7K reviews

    Mixed · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    People Analytics

    Skills you'll gain: People Analytics, Human Resource Strategy, Human Resources Management and Planning, People Management, Human Resources, Workforce Planning, People Development, Performance Review, Talent Management, Organizational Effectiveness, Performance Metric, Analytics, Performance Appraisal, Staff Management, Performance Measurement, Employee Performance Management, Data-Driven Decision-Making, Performance Analysis, Performance Management, Collaboration

    4.6
    Rating, 4.6 out of 5 stars
    ·
    6.2K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Prompt Engineering for ChatGPT

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, LLM Application, AI literacy, AI Enablement, AI powered creativity, Artificial Intelligence, Large Language Modeling, Game Design

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8.1K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    J

    John Wiley & Sons

    Advanced Options: Spreads, Volatility & Profitable Trades

    Skills you'll gain: Portfolio Risk, Risk Control, Risk Management, Equities, Portfolio Management, Derivatives, Financial Trading, Plan Execution, Risk Mitigation, Risk Analysis, Financial Market, Profit and Loss (P&L) Management, Investments, Technical Analysis, Finance, Market Data, Analysis, Financial Analysis, Financial Planning, Market Trend

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Construction Project Management

    Skills you'll gain: Construction Management, Construction, Building Information Modeling, Environment Health And Safety, Construction Estimating, Project Schedules, Lean Methodologies, Work Breakdown Structure, Project Management, Project Management Life Cycle, Sustainability Standards, Contract Management, Project Planning, Project Risk Management, Project Finance, Scheduling

    4.8
    Rating, 4.8 out of 5 stars
    ·
    7.4K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    Strategic HR Leadership

    Skills you'll gain: Succession Planning, Human Resources, Human Resources Management and Planning, Workforce Planning, Strategic Leadership, Human Resource Strategy, Human Capital, Business Leadership, Change Management, People Analytics, Communication Planning, Organizational Change, Organizational Effectiveness, Strategic Decision-Making, Organizational Development, Gap Analysis, Talent Pipelining, Organizational Strategy, People Development, Data-Driven Decision-Making

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SAP

    SAP Technology Consultant

    Skills you'll gain: Journey Mapping, Business Transformation, SAP S/4HANA, Technology Solutions, Technical Documentation, Relationship Building, Software As A Service, Consultative Approaches, Enterprise Architecture, ABAP RESTful Programming Model (RAP), Solution Architecture, Enterprise Resource Planning, System Design and Implementation, Project Implementation, Project Closure, Test Planning, Requirements Analysis, Stakeholder Communications, Project Management, Workforce Development

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.7K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    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, Economics, Policy, and Social Studies, Business Operations, Revenue Management, Consumer Behaviour, Social Studies, Operations, Political Sciences, Social Sciences, Business Strategy, Public Policies, Competitive Analysis, Market Analysis, Socioeconomics

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

    Beginner · Specialization · 1 - 3 Months

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

    Coursera

    No-Code Websites: Learn with Projects

    Skills you'll gain: Email Automation, WordPress, Web Presence, AI Personalization, Event Management, Content Management Systems, Search Engine Optimization, Web Analytics and SEO, AI powered creativity, Content Optimization, Blogs, Content Performance Analysis, Web Design, Web Development, Web Analytics, No-Code Development, Content Creation, Digital Publishing, Content Management, Brand Management

    4.4
    Rating, 4.4 out of 5 stars
    ·
    7.6K reviews

    Beginner · Specialization · 1 - 3 Months

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

  • Introduction to Risk Management: New York Institute of Finance
  • Data Preparation and Governance: Microsoft
  • Tracking assets and sales: Intuit
  • Economics of Money and Banking: Columbia University
  • People Analytics: University of Pennsylvania
  • Prompt Engineering for ChatGPT: Vanderbilt University
  • Advanced Options: Spreads, Volatility & Profitable Trades: John Wiley & Sons
  • Construction Project Management: Columbia University
  • Strategic HR Leadership: Microsoft
  • SAP Technology Consultant: SAP

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