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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


  • 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

    4.3
    Rating, 4.3 out of 5 stars
    ·
    15 reviews

    Beginner · Specialization · 3 - 6 Months

  • I

    IBM

    Program Manager Capstone

    Skills you'll gain: Program Management, Project Management Life Cycle, Stakeholder Management, Communication Planning, Project Management, Project Management Institute (PMI) Methodology, Milestones (Project Management), Project Closure, Resource Management, Scope Management, Risk Management, Budget Management, Portfolio Management, Performance Reporting, Organizational Strategy, Benefits Administration, Professional Networking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    20 reviews

    Advanced · Course · 1 - 3 Months

  • E

    Emory University

    From Freedom Rides to Ferguson: Narratives of Nonviolence in the American Civil Rights Movement

    Skills you'll gain: Community Organizing, Social Justice, Social Impact, Social Studies, Advocacy, Conflict Management, Education and Training, Civil Law, Cultural Diversity, Discussion Facilitation, Media and Communications

    4.8
    Rating, 4.8 out of 5 stars
    ·
    318 reviews

    Mixed · Course · 1 - 3 Months

  • J

    Johns Hopkins University

    Neuromarketing

    Skills you'll gain: Research Design, Science and Research, Laboratory Research, Research Methodologies, Research, Consumer Behaviour, Influencing, Marketing Psychology, Case Studies, Persuasive Communication, Statistical Analysis, Ethical Standards And Conduct, Data Collection, Advertising, Behavioral Economics, Data Analysis Software, Biomedical Technology, Marketing Communications, Experimentation, Neurology

    4.6
    Rating, 4.6 out of 5 stars
    ·
    43 reviews

    Intermediate · Specialization · 3 - 6 Months

  • T

    The Hong Kong University of Science and Technology

    Chinese Politics Part 2 – China and the World

    Skills you'll gain: International Relations, World History, Diplomacy, Oil and Gas, Political Sciences, Economics, Economic Development, Talent Acquisition, Policy Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    138 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Applying Data Analytics in Accounting

    Skills you'll gain: Data Governance, Accounting, Data Management, Internal Controls, Internal Auditing, Control Objectives for Information and Related Technology (COBIT), Auditing, Financial Auditing, Fraud detection, Data Quality, Accounting Software, Data Integrity, Pandas (Python Package), Emerging Technologies, Data Analysis, Analytics, Automation, GitHub, Python Programming, Natural Language Processing

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    77 reviews

    Intermediate · Course · 1 - 4 Weeks

  • L

    Liberty Mutual Insurance

    Foundations of Insurance

    Skills you'll gain: Insurance, Insurance Policies, Risk Management, Insurance Sales, Underwriting, Business Risk Management, Regulation and Legal Compliance, Compliance Management, Ethical Standards And Conduct, Business Ethics, Policy Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    49 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Leadership and Influence

    Skills you'll gain: Influencing, Negotiation, Leadership, Conflict Management, Persuasive Communication, Leadership Development, Professional Development, Business Leadership, Communication, Initiative and Leadership, Empowerment, Personal Development, Leadership and Management, Cooperation, Communication Strategies, Team Building, Constructive Feedback, Decision Making, Ethical Standards And Conduct

    4.6
    Rating, 4.6 out of 5 stars
    ·
    78 reviews

    Beginner · Course · 1 - 3 Months

  • B

    Banco Interamericano de Desarrollo

    Infraestructura sostenible

    Skills you'll gain: Sustainable Development, Project Finance, Sustainable Systems, Civil Engineering, Sustainable Design, Sustainability Standards, Economic Development, Environmental Social And Corporate Governance (ESG), Social Impact, Climate Change Adaptation, Environment, Environmental Engineering, Strategic Partnership, Feasibility Studies, Project Management, Climate Change Mitigation, Stakeholder Engagement, Project Planning, Private Equity, Loans

    4.9
    Rating, 4.9 out of 5 stars
    ·
    82 reviews

    Beginner · Specialization · 1 - 3 Months

  • G

    Goodwill Industries International

    Supporting Clients

    Skills you'll gain: Interviewing Skills, Coaching, Client Support, Employee Onboarding, LinkedIn, Professional Networking, Branding, Negotiation, Business Writing, Goal Setting, Financial Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    57 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Cisco Learning and Certifications

    Introduction to Network Automation

    Skills you'll gain: Software-Defined Networking, Network Engineering, Network Architecture, Scripting, Application Programming Interface (API), Data Modeling, General Networking, Network Planning And Design, Automation, Network Administration, Linux Commands, Python Programming, Network Protocols, Command-Line Interface

    4.7
    Rating, 4.7 out of 5 stars
    ·
    89 reviews

    Intermediate · Course · 1 - 4 Weeks

  • K

    Kennesaw State University

    The Business of Cybersecurity Capstone

    Skills you'll gain: Security Management, Incident Response, Risk Management, Cyber Security Policies, Cyber Governance, Business Risk Management, Enterprise Risk Management (ERM), Cyber Security Strategy, Information Management, Business Ethics, Performance Measurement, Compliance Management, Governance, Business Planning, Organizational Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    52 reviews

    Beginner · Course · 1 - 3 Months

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

  • BFSI Essentials: Unlocking Finance Careers: Board Infinity
  • Program Manager Capstone: IBM
  • From Freedom Rides to Ferguson: Narratives of Nonviolence in the American Civil Rights Movement: Emory University
  • Neuromarketing: Johns Hopkins University
  • Chinese Politics Part 2 – China and the World: The Hong Kong University of Science and Technology
  • Applying Data Analytics in Accounting: University of Illinois Urbana-Champaign
  • Foundations of Insurance: Liberty Mutual Insurance
  • Leadership and Influence: University of Illinois Urbana-Champaign
  • Infraestructura sostenible: Banco Interamericano de Desarrollo
  • Supporting Clients: Goodwill Industries International

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