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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: Preview
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    U

    Universidad Austral

    El Abogado del Futuro: Legaltech y la Transformación Digital del Derecho

    Skills you'll gain: Legal Technology, Legal Research, Blockchain, Digital Transformation, Technology Solutions, Technology Strategies, Workforce Development, Court Systems, Entrepreneurship, Automation, Artificial Intelligence, Innovation, Design Thinking

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.3K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Finance of Mergers and Acquisitions: Designing an M&A Deal

    Skills you'll gain: Mergers & Acquisitions, Private Equity, Business Valuation, Investment Banking, Price Negotiation, Capital Markets, Accounting, Corporate Tax, Corporate Strategy, Financial Modeling, Financial Management, Corporate Finance, Strategic Planning, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    65 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Advancing Women in Tech

    Real-World Product Management

    Skills you'll gain: Product Roadmaps, Product Management, Customer Retention, Cross-Functional Team Leadership, Professional Networking, Financial Analysis, Product Strategy, Technical Product Management, Product Requirements, Engineering Management, Product Development, Product Lifecycle Management, New Product Development, Innovation, Team Leadership, Artificial Intelligence and Machine Learning (AI/ML), User Experience Design, Design, Performance Management, Interviewing Skills

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    937 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    N

    Novartis

    Introduction to Good Clinical Practice

    Skills you'll gain: Good Clinical Practices (GCP), Clinical Research, Clinical Trials, Clinical Research Ethics, Informed Consent, Clinical Data Management, Institutional Review Board (IRB), Patient Education And Counseling, Drug Development, Health Equity, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    487 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Portfolio Diversification using Correlation Matrix

    Skills you'll gain: Portfolio Risk, Portfolio Management, Risk Management, Financial Market, Financial Modeling, Investments, Correlation Analysis, Market Data, Return On Investment, Analysis, Statistics

    4.5
    Rating, 4.5 out of 5 stars
    ·
    290 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Optimization Methods in Asset Management

    Skills you'll gain: Portfolio Management, Investment Management, Portfolio Risk, Asset Management, Market Liquidity, Risk Management, Financial Market, Equities, Risk Analysis, Transaction Processing, Securities Trading, Financial Analysis, Statistical Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    46 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Accounting Fundamentals

    Skills you'll gain: Income Statement, Financial Statements, Accounting, Balance Sheet, Financial Reporting, Bookkeeping, Financial Modeling, Cash Flows, Financial Analysis

    4.9
    Rating, 4.9 out of 5 stars
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    90 reviews

    Beginner · Course · 1 - 3 Months

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    T

    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, Web Development, Web Analytics and SEO, Cross Platform Development, Content Management, Web Applications

    3.3
    Rating, 3.3 out of 5 stars
    ·
    584 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidad de los Andes

    Marketing Verde

    Skills you'll gain: Sustainable Business, Marketing, Strategic Marketing, Marketing Management, Marketing Planning, Product Planning, Market Opportunities, Consumer Behaviour, Sustainable Development, Marketing Strategies, Marketing Communications, Brand Management, Market Analysis, Environmental Issue, Target Market

    4.8
    Rating, 4.8 out of 5 stars
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    2.2K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    What is Corruption: Anti-Corruption and Compliance

    Skills you'll gain: Compliance Management, Law, Regulation, and Compliance, Legal Risk, Business Ethics, Internal Controls, Risk Analysis, Risk Mitigation, Ethical Standards And Conduct, Risk Management, Due Diligence, Employee Training, International Relations, Operations Management, Strategic Planning, Case Studies

    4.9
    Rating, 4.9 out of 5 stars
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    694 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    New York University

    Guided Tour of Machine Learning in Finance

    Skills you'll gain: Supervised Learning, Model Evaluation, Applied Machine Learning, Machine Learning, Statistical Methods, Artificial Neural Networks, Predictive Modeling, Scikit Learn (Machine Learning Library), Regression Analysis, Deep Learning, Finance, Financial Market, Tensorflow, Logistic Regression, Jupyter, Reinforcement Learning

    3.8
    Rating, 3.8 out of 5 stars
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    681 reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Create a Project Management Tracker using Microsoft Excel

    Skills you'll gain: Microsoft Excel, Project Management Software, Collaborative Software, Spreadsheet Software, Project Management, Productivity Software, Project Planning, Data Validation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    905 reviews

    Beginner · Guided Project · Less Than 2 Hours

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

  • El Abogado del Futuro: Legaltech y la Transformación Digital del Derecho: Universidad Austral
  • Finance of Mergers and Acquisitions: Designing an M&A Deal: University of Illinois Urbana-Champaign
  • Real-World Product Management: Advancing Women in Tech
  • Introduction to Good Clinical Practice: Novartis
  • Portfolio Diversification using Correlation Matrix: Coursera
  • Optimization Methods in Asset Management: Columbia University
  • Accounting Fundamentals: Corporate Finance Institute
  • How To Create a Website in a Weekend! (Project-Centered Course): The State University of New York
  • Marketing Verde: Universidad de los Andes
  • What is Corruption: Anti-Corruption and Compliance: University of Pennsylvania

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