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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
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    Coursera

    Introduction to Generative AI in Finance

    Skills you'll gain: Generative AI, Fraud detection, Generative Model Architectures, AI Personalization, Financial Regulation, Law, Regulation, and Compliance, Regulatory Compliance, Predictive Analytics, Financial Services, Financial Regulations, AI Security, Personalized Service, Payroll Reporting, Financial Trading, Market Data, Retail Banking, Predictive Modeling, Financial Reporting, Prompt Engineering, FinTech

    3.8
    Rating, 3.8 out of 5 stars
    ·
    92 reviews

    Beginner · Course · 1 - 4 Weeks

  • I

    Illinois Tech

    A Comprehensive Excel Masterclass

    Skills you'll gain: Capital Budgeting, Microsoft Excel, Dashboard, Financial Modeling, Dashboard Creation, Business Intelligence, Data Visualization, Key Performance Indicators (KPIs), Productivity Software, Excel Formulas, Spreadsheet Software, Data Presentation, Interactive Data Visualization, Performance Measurement, Business Metrics, Financial Analysis, Data-Driven Decision-Making, Google Sheets, Financial Data, Microsoft Office

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    71 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    New Models of Business in Society

    Skills you'll gain: Entrepreneurship, Philanthropy, Corporate Sustainability, Stakeholder Engagement, Business Ethics, Stakeholder Management, Sustainable Business, Social Impact, Environmental Social And Corporate Governance (ESG), Stakeholder Analysis, Environmental Issue, Business Modeling, Employee Engagement

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
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    Coursera

    Marketing Data and Performance Measurement

    Skills you'll gain: Conversion Funnel Analysis, Google Analytics, Marketing Analytics, Data-Driven Marketing, Customer Analysis, Campaign Planning, Target Audience, Trend Analysis, Sprint Retrospectives, Marketing Effectiveness, Web Analytics, Campaign Management, Marketing Operations, Content Performance Analysis, Spreadsheet Software, Digital Analysis, Product Marketing, Competitive Analysis, Performance Management, Data Management

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of California, Davis

    Equine Welfare and Management

    Skills you'll gain: Public Health and Disease Prevention, Nutrition and Diet, Preventative Care, Nutrition Care Plans, Injury Prevention, Vital Signs, Safety Assurance, Environment Health And Safety, Sports Medicine, Physiology, Accident Prevention, Health Assessment, Cleanliness, Behavior Management, Emergency Response, Psychology

    4.9
    Rating, 4.9 out of 5 stars
    ·
    404 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Cybersecurity Compliance Framework, Standards & Regulations

    Skills you'll gain: IT Service Management, Governance Risk Management and Compliance, Information Technology Infrastructure Library, Service Management, IT Management, Responsible AI, Compliance Auditing, Cyber Risk, Data Ethics, Cyber Governance, Information Technology, Regulatory Compliance, Auditing, Cybersecurity, Regulation and Legal Compliance, Compliance Management, Law, Regulation, and Compliance, Cyber Security Assessment, ISO/IEC 27001, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.5K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
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    The State University of New York

    How To Create a Website in a Weekend! (Project-Centered Course)

    Skills you'll gain: Web Design, Web Design and Development, WordPress, Web Language, HTML and CSS, Browser Compatibility, Web Content, Hypertext Markup Language (HTML), Information Architecture, Web Presence, Web Development, Content Management Systems, Web Analytics and SEO, Responsive Web Design, Cross Platform Development, Content Management

    3.3
    Rating, 3.3 out of 5 stars
    ·
    585 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    The Art of Cyber Security

    Skills you'll gain: Cybersecurity, Security Strategy, Cyber Attacks, Cyber Governance, Security Management, Information Systems Security, Security Awareness, Human Factors (Security), Threat Management, Data Security, Cloud Security, Innovation, Decision Making, Risk Management

    Beginner · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Six Sigma Tools for Define and Measure

    Skills you'll gain: Data Collection, Lean Six Sigma, Six Sigma Methodology, Quality Improvement, Process Improvement, Business Process, Process Development, Project Management, Project Planning, Quality Management, User Feedback, Probability & Statistics, Data Validation, Descriptive Statistics, Stakeholder Engagement, Stakeholder Analysis, Customer Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.6K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Cape Town

    Building Fintech Startups in Emerging Markets

    Skills you'll gain: Design Thinking, Entrepreneurship, Business Modeling, Regulation and Legal Compliance, Entrepreneurial Finance, Business Planning, Innovation, Market Opportunities, New Business Development, FinTech, Case Studies, Professional Networking, Mobile Banking, Business Development, Growth Strategies, Financial Regulation, Fundraising

    4.8
    Rating, 4.8 out of 5 stars
    ·
    65 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Madecraft

    The Executive Mindset

    Skills you'll gain: Crisis Management, Executive Presence, Collaboration, Resilience, Team Building, Organizational Leadership, Habit Formation, Emotional Intelligence, Adaptability, Strategic Thinking, Communication, Change Management, Conflict Management, Stakeholder Management, Innovation, Self-Awareness, Active Listening, Decision Making, Coaching, Mentorship

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
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    Pearson

    Strategy, Business Intelligence, and Information Systems

    Skills you'll gain: Management Information Systems, Business Intelligence, Information Systems, Business Strategy, Data Strategy, Data Warehousing, Organizational Strategy, Decision Support Systems, Business Systems, Competitive Analysis, Competitive Intelligence, Business Analytics, Data-Driven Decision-Making, Analytics, Artificial Intelligence, Market Analysis, Analysis

    Beginner · Course · 1 - 4 Weeks

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

  • Introduction to Generative AI in Finance: Coursera
  • A Comprehensive Excel Masterclass: Illinois Tech
  • New Models of Business in Society: University of Virginia
  • Marketing Data and Performance Measurement: Coursera
  • Equine Welfare and Management: University of California, Davis
  • Cybersecurity Compliance Framework, Standards & Regulations: IBM
  • How To Create a Website in a Weekend! (Project-Centered Course): The State University of New York
  • The Art of Cyber Security: Packt
  • Six Sigma Tools for Define and Measure: Kennesaw State University
  • Building Fintech Startups in Emerging Markets: University of Cape Town

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