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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
    U

    University of Minnesota

    Medical Technology and Evaluation

    Skills you'll gain: Payment Systems, Medical Devices, Healthcare Industry Knowledge, Medical Equipment and Technology, Cost Benefit Analysis, Financial Systems, Biomedical Technology, Clinical Trials, Health Technology, Program Evaluation, Pharmaceuticals, Health Policy, Risk Analysis, Health Care Procedure and Regulation, Claims Processing, Health Systems, Regulatory Affairs, Stakeholder Analysis, Probability & Statistics

    4.5
    Rating, 4.5 out of 5 stars
    ·
    295 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    Creating a Budget with Microsoft Excel

    Skills you'll gain: Budgeting, Microsoft Excel, Budget Management, Excel Formulas, Spreadsheet Software, Financial Data, Microsoft Office

    4.5
    Rating, 4.5 out of 5 stars
    ·
    639 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    C

    CertNexus

    CertNexus Certified Artificial Intelligence Practitioner

    Skills you'll gain: Model Evaluation, Classification And Regression Tree (CART), Data Ethics, Applied Machine Learning, Model Training, Unsupervised Learning, Convolutional Neural Networks, Random Forest Algorithm, Data Preprocessing, Data Analysis, Regression Analysis, Responsible AI, Recurrent Neural Networks (RNNs), Data Collection, Compliance Training, Regulatory Compliance, Test Tools, Learning Strategies, Test Planning, Goal Setting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    336 reviews

    Intermediate · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    E

    Erasmus University Rotterdam

    Local Economic Development

    Skills you'll gain: Economic Development, Community Development, Entrepreneurship, Economics, Project Design, Sustainable Development, Socioeconomics, International Relations, Competitive Analysis, New Business Development, Case Studies, Social Studies, Innovation, Policy Development, Governance, Natural Resource Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    407 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Estrategia de marketing

    Skills you'll gain: Marketing Planning, Surveys, Consumer Behaviour, Survey Creation, Product Management, Market Research, Marketing Strategies, Product Lifecycle Management, Strategic Marketing, Marketing Strategy and Techniques, Marketing Effectiveness, Data Analysis, Marketing Communications, Marketing, Data Collection, Market Analysis, Target Market, Value Propositions, Product Marketing, Market Data

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    A

    Airbus Beyond

    Understanding Global Supply Chains

    Skills you'll gain: Supply Chain, Supply Chain Planning, Supply Chain Management, Logistics Management, Risk Management, Strategic Planning, Leadership, Stakeholder Engagement, Transportation Operations, Operations, Regulatory Requirements, Inventory Control

    4.7
    Rating, 4.7 out of 5 stars
    ·
    18 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    M

    Microsoft

    Introduction to Microsoft Dynamics 365

    Skills you'll gain: Customer Engagement, Sales Pipelines, Power BI, Customer Relationship Management (CRM) Software, Lead Generation, Customer Insights, Resource Allocation, Resource Planning, Scheduling, Customer Relationship Management, Sales Process, Sales Management, Sales Operations, Microsoft Teams, Order Management, Customer Service, Marketing, Marketing Automation, Prospecting and Qualification, Business Reporting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    86 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    ASQ-Certified Six Sigma Green Belt (CSSGB) Exam Prep

    Skills you'll gain: Exploratory Data Analysis, Statistical Process Controls, Six Sigma Methodology, Lean Methodologies, Statistical Hypothesis Testing, Process Capability, Lean Six Sigma, Project Schedules, Project Estimation, Lean Manufacturing, Statistical Analysis, Statistical Methods, Data Analysis, Continuous Improvement Process, Project Management, Project Planning, Analysis, Operational Excellence, Process Improvement, Quality Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    72 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free
    Free
    P

    Princeton University

    Effective Altruism

    Skills you'll gain: Philanthropy, Social Impact, Ethical Standards And Conduct, Decision Making, Social Justice, Behavioral Economics, Program Evaluation, Economic Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    842 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Pennsylvania

    Network Dynamics of Social Behavior

    Skills you'll gain: Social Network Analysis, Network Analysis, Social Sciences, Sociology, Social Impact, Systems Thinking, Simulations, Culture, Graph Theory, Complex Problem Solving, Innovation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    401 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Palliative Care: It's Not Just Hospice Anymore

    Skills you'll gain: Pain Management, Patient Communication, Hospice, Patient-centered Care, Caregiving, Patient Evaluation, Active Listening, Basic Patient Care, Psychosocial Assessments, Treatment Planning, Healthcare Ethics, Respiratory Care, Communication Strategies, Respiratory Therapy, Empathy, Patient Education and Support, Self-Awareness, Care Management, Health Assessment, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    512 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Coursera

    GenAI for Fraud Detection and Compliance

    Skills you'll gain: Fraud detection, Generative AI, Regulatory Compliance, Generative Model Architectures, Responsible AI, Law, Regulation, and Compliance, Regulatory Requirements, Compliance Management, Governance, Risk Management, Data Ethics, Financial Regulation, Anomaly Detection, Model Training

    4.4
    Rating, 4.4 out of 5 stars
    ·
    44 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Medical Technology and Evaluation: University of Minnesota
  • Creating a Budget with Microsoft Excel: Coursera
  • CertNexus Certified Artificial Intelligence Practitioner: CertNexus
  • Local Economic Development: Erasmus University Rotterdam
  • Estrategia de marketing: IE Business School
  • Understanding Global Supply Chains: Airbus Beyond
  • Introduction to Microsoft Dynamics 365: Microsoft
  • ASQ-Certified Six Sigma Green Belt (CSSGB) Exam Prep: SkillUp
  • Effective Altruism: Princeton University
  • Network Dynamics of Social Behavior: University of Pennsylvania

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