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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


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    U

    University of California, Irvine

    Инициирование и планирование проектов

    Skills you'll gain: Stakeholder Management, Work Breakdown Structure, Conflict Management, Project Planning, Project Scoping, Organizational Structure, Project Management, Planning, Project Documentation, Stakeholder Analysis, Leadership and Management, Influencing

    4.9
    Rating, 4.9 out of 5 stars
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    66 reviews

    Mixed · Course · 1 - 3 Months

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    C

    Coursera

    Mortgage for Underwriters

    Skills you'll gain: Regulatory Requirements, Lending and Underwriting, Compliance Management, Mortgage Loans, Commercial Lending, Credit Risk, Risk Management, Consumer Lending, Quality Control, AI Enablement, Decision Making, Predictive Analytics, Machine Learning, Artificial Intelligence

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    C

    Coursera

    NAAR: Track Customer Payments Fast

    Skills you'll gain: Accounts Receivable, QuickBooks (Accounting Software), Accounting Records, Invoicing, Billing & Invoicing, Cash Flows, Cash Management, Management Reporting, Financial Forecasting

    Beginner · Course · 1 - 4 Weeks

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    C

    Coursera

    Salesforce Agents: Building AI-Powered Automations

    Skills you'll gain: Salesforce, Business Process Automation, Agentic Workflows, Generative AI Agents, AI Enablement, Salesforce Development, Automation, AI Product Strategy, Business Workflow Analysis, Process Optimization, Responsible AI, Customer experience improvement, Case Studies, Scalability, Organizational Change, Performance Measurement

    Intermediate · Course · 1 - 4 Weeks

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    B

    Board Infinity

    AI & Automation for Supply Chain Resilience

    Skills you'll gain: Inventory and Warehousing, Supply Chain Management, Business Continuity, Forecasting, Predictive Analytics, Logistics, Automation, Logistics Management, Real Time Data, Risk Mitigation, Risk Management, Case Studies, Business Ethics, Anomaly Detection, Artificial Intelligence and Machine Learning (AI/ML), Artificial Intelligence

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    I

    Indian School of Business

    Advanced Trading Algorithms

    Skills you'll gain: Financial Trading, Accruals, Securities Trading, Performance Measurement, Technical Analysis, Market Trend, Portfolio Management, Portfolio Risk, Investment Management, Backlogs, Risk Analysis, Equities, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    532 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    B

    Berklee

    Music Business

    Skills you'll gain: Intellectual Property, Entrepreneurship, Music History, Contract Negotiation, Fundraising and Crowdsourcing, Creativity, Team Building, Creative Thinking, Presentations, Innovation, Brand Strategy, Professional Networking, Lawsuits, Self-Starter, Music, Branding, Open Mindset, Digital Assets, Social Media, Business

    4.8
    Rating, 4.8 out of 5 stars
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    3.4K reviews

    Beginner · Specialization · 3 - 6 Months

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    R

    Real Madrid Graduate School Universidad Europea

    Fueling Champions: Applied Sport Nutrition for Football

    Skills you'll gain: Nutrition and Diet, Sports Medicine, Clinical Nutrition, Nutritional Assessment, Nutrition Counseling, Exercise Science, Rehabilitation, Meal Planning And Preparation, Athletic Training, Performance Analysis, Performance Reporting, Load Balancing

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Washington

    Machine Learning: Classification

    Skills you'll gain: Classification Algorithms, Applied Machine Learning, Logistic Regression, Supervised Learning, Predictive Modeling, Decision Tree Learning, Data Preprocessing, Model Evaluation, Text Mining, Machine Learning Algorithms, Scalability, Machine Learning, Natural Language Processing, Big Data, Probability & Statistics, Algorithms

    4.7
    Rating, 4.7 out of 5 stars
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    3.7K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
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    M

    Macquarie University

    Strategising: Management for Global Competitive Advantage

    Skills you'll gain: Business Strategy, Design Thinking, Supply Chain, Strategic Thinking, Supply Chain Planning, Business Ethics, Supply Chain Management, Corporate Sustainability, Sustainable Business, Customer Analysis, Emerging Technologies, Strategic Marketing, Growth Strategies, Strategic Sourcing, Corporate Strategy, Environmental Social And Corporate Governance (ESG), Competitive Analysis, Sustainable Development, Digital Transformation, Innovation

    4.8
    Rating, 4.8 out of 5 stars
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    1.5K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    S

    SkillUp

    Certified Project Manager

    Skills you'll gain: Stakeholder Engagement, Project Management Life Cycle, Resource Management, Risk Management, Earned Value Management, Stakeholder Management, Project Risk Management, Project Schedules, Project Management Institute (PMI) Methodology, Project Management, Negotiation, Project Planning, Leadership and Management, Risk Mitigation, Active Listening, Leadership, Systems Development Life Cycle, Scheduling, Risk Analysis, Cost Management

    4.6
    Rating, 4.6 out of 5 stars
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    850 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    G

    Google Cloud

    Líder de IA generativa (Generative AI Leader)

    Skills you'll gain: Prompt Engineering, Responsible AI, Google Gemini, Generative AI, Google Cloud Platform, AI Workflows, Google Workspace, AI Enablement, AI Orchestration, AI Product Strategy, AI Security, Agentic Workflows, Large Language Modeling, Strategic Planning, Artificial Intelligence, Unstructured Data, Cloud Platforms, Artificial Intelligence and Machine Learning (AI/ML), Cloud Computing, Collaboration

    4.9
    Rating, 4.9 out of 5 stars
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    68 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Инициирование и планирование проектов: University of California, Irvine
  • Mortgage for Underwriters: Coursera
  • NAAR: Track Customer Payments Fast: Coursera
  • Salesforce Agents: Building AI-Powered Automations: Coursera
  • AI & Automation for Supply Chain Resilience: Board Infinity
  • Advanced Trading Algorithms: Indian School of Business
  • Music Business: Berklee
  • Fueling Champions: Applied Sport Nutrition for Football: Real Madrid Graduate School Universidad Europea
  • Machine Learning: Classification: University of Washington
  • Strategising: Management for Global Competitive Advantage: Macquarie University

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