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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Developing a Systems Mindset

    Skills you'll gain: Systems Thinking, Cross-Functional Collaboration, Project Planning, Business Systems Analysis, Strategic Leadership, Team Leadership, Business Leadership, Community Development, Stakeholder Analysis, Cultural Responsiveness, Organizational Strategy, Project Management, Relationship Building, Root Cause Analysis, Communication Strategies

    4.4
    Rating, 4.4 out of 5 stars
    ·
    178 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Advanced Models for Decision Making

    Skills you'll gain: Operations Research, Supply Chain, Workforce Management, Business Analytics, Applied Mathematics, Mathematical Modeling, Process Optimization, Manufacturing Operations, Operations Management, Workforce Planning, Financial Modeling, Business Analysis, Microsoft Excel, Resource Allocation, Finance, Analytics, Production Planning, Portfolio Management, Investment Management, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    56 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Supply chain management: Be global

    Skills you'll gain: Supply Chain, Supply Chain Planning, Supply Chain Management, Strategic Sourcing, Transportation, Supply Chain, and Logistics, Logistics, Procurement, Supplier Management, Corporate Sustainability, Risk Management, Sustainable Design

    4.8
    Rating, 4.8 out of 5 stars
    ·
    367 reviews

    Beginner · Course · 1 - 3 Months

  • A

    Alfaisal University | KLD

    مكافحة غسل الأموال | Anti Money Laundering

    Skills you'll gain: Bank Regulations, Financial Regulation, Fraud detection, International Finance, Auditing, Banking, Process Analysis, Compliance Reporting, Economics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    127 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Build a Product Roadmap with Aha!

    Skills you'll gain: Product Roadmaps, Product Development, Product Management, Product Planning, Product Requirements, Product Strategy, Project Management Software, Release Management

    4.4
    Rating, 4.4 out of 5 stars
    ·
    109 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    Universidade de São Paulo

    Iniciação e Planejamento de Projetos

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

    4.9
    Rating, 4.9 out of 5 stars
    ·
    970 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Biases and Portfolio Selection

    Skills you'll gain: Behavioral Economics, Portfolio Management, Investments, Wealth Management, Portfolio Risk, Financial Market, Investment Management, Asset Management, Consumer Behaviour, Market Dynamics, Capital Markets, Decision Making, Finance, Market Analysis, Equities, Psychology, Performance Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    282 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Decentralized Finance (DeFi) Opportunities and Risks

    Skills you'll gain: Blockchain, Cyber Risk, FinTech, Operational Risk, Scalability, Regulatory Compliance, Risk Management, Exploit development, Financial Regulations, Risk Analysis, Vulnerability Assessments, Secure Coding, Auditing, Governance, Key Management, Environmental Social And Corporate Governance (ESG), Transaction Processing

    4.9
    Rating, 4.9 out of 5 stars
    ·
    348 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Web Design for Everybody Capstone

    Skills you'll gain: Wireframing, Web Content Accessibility Guidelines, Responsive Web Design, HTML and CSS, Browser Compatibility, Web Design, Web Design and Development, Front-End Web Development, User Interface (UI), Verification And Validation, Cascading Style Sheets (CSS), Web Development, Usability, Javascript

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidade de São Paulo

    Criação de Startups: Como desenvolver negócios inovadores

    Skills you'll gain: Market Analysis, Entrepreneurship, Market Opportunities, Business Modeling, User Research, Marketing, Product Development, Digital Marketing, New Business Development, Innovation, Business Development, Business Strategy, Process Validation, Business Operations, Team Building, Investments, Presentations

    4.8
    Rating, 4.8 out of 5 stars
    ·
    614 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Public Speaking and Presentations

    Skills you'll gain: Public Speaking, Lecturing, Presentations, Storytelling, Communication, Verbal Communication Skills, Communication Strategies, Verbal Strategic Communication, Concision, Goal-Oriented, Planning

    4.5
    Rating, 4.5 out of 5 stars
    ·
    55 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Coaching Conversations

    Skills you'll gain: Employee Coaching, Coaching, Constructive Feedback, Employee Performance Management, Professional Development, Performance Management, Leadership Studies, Mentorship, Problem Solving, Leadership and Management, Empathy, Active Listening, Communication Strategies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    340 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Developing a Systems Mindset: University of Colorado Boulder
  • Advanced Models for Decision Making: University of Minnesota
  • Supply chain management: Be global: Macquarie University
  • مكافحة غسل الأموال | Anti Money Laundering: Alfaisal University | KLD
  • Build a Product Roadmap with Aha!: Coursera
  • Iniciação e Planejamento de Projetos: Universidade de São Paulo
  • Biases and Portfolio Selection: Rice University
  • Decentralized Finance (DeFi) Opportunities and Risks: Duke University
  • Web Design for Everybody Capstone: University of Michigan
  • Criação de Startups: Como desenvolver negócios inovadores: Universidade de São Paulo

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