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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


  • Status: Free Trial
    Free Trial
    P

    Packt

    Foundations of Project Management

    Skills you'll gain: Project Management Institute (PMI) Methodology, Project Management, Stakeholder Engagement, Agile Project Management, Stakeholder Management, Project Management Life Cycle, Project Risk Management, Project Planning, Stakeholder Communications, Plan Execution, Risk Management, Ethical Standards And Conduct, Leadership Studies, Business Ethics, Team Leadership, Agile Methodology, Communication Planning

    4.5
    Rating, 4.5 out of 5 stars
    ·
    54 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    ISC2

    Incident Response, BC, and DR Concepts

    Skills you'll gain: Incident Response, Incident Management, Business Continuity Planning, Business Continuity, Disaster Recovery, Cybersecurity, Security Management, Computer Security Incident Management, Crisis Management, Information Assurance, Service Recovery

    4.7
    Rating, 4.7 out of 5 stars
    ·
    277 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free
    Free
    C

    Coursera

    Get started with Asana

    Skills you'll gain: Project Management Software, Project Management, Project Coordination, Workflow Management, Collaborative Software, Project Planning, Team Management, User Accounts

    4.7
    Rating, 4.7 out of 5 stars
    ·
    171 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • T

    The University of Melbourne

    Alternative Approaches to Valuation and Investment

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Portfolio Risk, Investments, Investment Management, Financial Statements, Business Valuation, Capital Budgeting, Portfolio Management, Risk Modeling, Return On Investment, Risk Management, Finance, Risk Analysis, Financial Market, Risk Appetite, Corporate Finance, Cost Estimation, Decision Making, Correlation Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    320 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The State University of New York

    Launch Your Online Business

    Skills you'll gain: Branding, Brand Strategy, Marketing and Public Relations, Photo/Video Production and Technology, Entrepreneurship, Content Creation, Video Production, Copywriting, Business Modeling, Public Relations, Presentations, Customer Engagement, Value Propositions, Proposal Development, Web Design and Development, Business Planning, Photography, Web Presence, Marketing Strategies, Content Strategy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    879 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    DeepLearning.AI

    AI For Medical Treatment

    Skills you'll gain: Deep Learning, Statistical Analysis, Clinical Trials, Feature Engineering, Treatment Planning, Data Analysis, Precision Medicine, Model Evaluation, Applied Machine Learning, Patient Treatment, Clinical Documentation, Machine Learning Methods, AI Personalization, Machine Learning, Text Mining, Health Informatics, Large Language Modeling, Natural Language Processing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    542 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Cybersecurity Management and Compliance

    Skills you'll gain: Cloud Security, Compliance Management, Cloud Management, Security Strategy, Regulatory Compliance, Security Management, Governance Risk Management and Compliance, Cloud Computing, Cloud Platforms, Microsoft Azure, Personally Identifiable Information, Business Continuity, Business Continuity Planning, Cyber Governance, Control Objectives for Information and Related Technology (COBIT), Law, Regulation, and Compliance, Cloud Standards, Data Security, Threat Detection, Data Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    164 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of California, Irvine

    Hiring Practices

    Skills you'll gain: Talent Recruitment, Interviewing Skills, Full Cycle Recruitment, Recruitment, Recruitment Strategies, Talent Acquisition, Human Resources Management and Planning, Human Resources, Talent Management, Human Resource Strategy, Executive Recruitment, Employee Onboarding, Workforce Planning, Employee Retention, Diversity and Inclusion, New Hire Orientations, Diversity Equity and Inclusion Initiatives, Human Resources Information System (HRIS), Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    181 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Understanding Prostate Cancer

    Skills you'll gain: Patient Education and Support, Radiation Therapy, Diagnostic Tests, Oncology, Pain Management, Preventative Care, Patient Evaluation, Endocrinology, Pathology, Urology, Patient Treatment, Treatment Planning, Biology, Surgery, Care Management, Risk Analysis, Pharmacotherapy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    762 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Programming for the Internet of Things Project

    Skills you'll gain: Test Planning, Embedded Software, Embedded Systems, User Requirements Documents, Functional Specification, Functional Requirement, Systems Design, Requirements Analysis, Test Case, System Requirements, System Design and Implementation, Development Testing, System Testing, Prototyping, Program Development, Software Documentation, Hardware Architecture, Python Programming

    4.7
    Rating, 4.7 out of 5 stars
    ·
    957 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    AI Business School

    Introduction to AI for finance professionals

    Skills you'll gain: Prompt Engineering, Prompt Patterns, AI literacy, Generative AI Agents, Responsible AI, Risk Management, Generative AI, Artificial Intelligence, General Finance, Risk Analysis, Risk Mitigation, Agentic systems, Financial Services, LLM Application, AI Workflows

    3.8
    Rating, 3.8 out of 5 stars
    ·
    38 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    How to create a Jira SCRUM project

    Skills you'll gain: Jira (Software), Sprint Planning, Backlogs, Scrum (Software Development), User Story, Agile Methodology, Agile Project Management, Plan Execution, Workflow Management, Run Chart, Project Planning, Project Management, Prioritization, Dependency Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    508 reviews

    Beginner · Guided Project · Less Than 2 Hours

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

  • Foundations of Project Management: Packt
  • Incident Response, BC, and DR Concepts: ISC2
  • Get started with Asana: Coursera
  • Alternative Approaches to Valuation and Investment: The University of Melbourne
  • Launch Your Online Business: The State University of New York
  • AI For Medical Treatment: DeepLearning.AI
  • Cybersecurity Management and Compliance: Microsoft
  • Hiring Practices: University of California, Irvine
  • Understanding Prostate Cancer: Johns Hopkins University
  • Programming for the Internet of Things Project: University of California, Irvine

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