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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: Preview
    Preview
    U

    Universidad Nacional Autónoma de México

    Colaboración dinámica

    Skills you'll gain: Collaboration, Team Management, Risk Management, Planning, Leadership, Strategic Communication, Virtual Teams, Communication, Adaptability, Technology Solutions, Problem Solving, Goal Setting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    295 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    U

    University of Pennsylvania

    Applying to College 101

    Skills you'll gain: Organizational Skills, Student Support and Services, Higher Education, Planning, Prioritization, Self-Awareness, Decision Making, Personal Development, Resourcefulness, Goal Setting, Research

    4.8
    Rating, 4.8 out of 5 stars
    ·
    16 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    S

    Starweaver

    Value Investing Strategies

    Skills you'll gain: Portfolio Management, Business Valuation, Investment Management, Portfolio Risk, Investments, Equities, Financial Analysis, Return On Investment, Asset Management, Financial Statement Analysis, Market Data, Relationship Management, Analysis, Cash Flows

    4.3
    Rating, 4.3 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Principles of fMRI 2

    Skills you'll gain: Magnetic Resonance Imaging, Data Analysis, Analytical Skills, Image Analysis, Statistical Analysis, Advanced Analytics, Network Analysis, Psychology, Time Series Analysis and Forecasting, Matlab, Neurology, Statistical Modeling, Statistical Methods

    4.7
    Rating, 4.7 out of 5 stars
    ·
    249 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Scenario and Root Cause Analysis with Generative AI

    Skills you'll gain: Responsible AI, Risk Analysis, Risk Management, Generative AI, Root Cause Analysis, Data-Driven Decision-Making, Analysis, Strategic Decision-Making, Trend Analysis, Scenario Testing, Strategic Thinking, Data Ethics, Strategic Planning, Artificial Intelligence

    4.6
    Rating, 4.6 out of 5 stars
    ·
    17 reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Create a Mortgage Calculator in Excel

    Skills you'll gain: Financial Data, Microsoft Excel, Spreadsheet Software, Excel Formulas, Microsoft 365, Financial Modeling, Mortgage Loans, Timelines

    4.3
    Rating, 4.3 out of 5 stars
    ·
    30 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Introduction to Systems Engineering

    Skills you'll gain: Model Based Systems Engineering, Failure Analysis, Systems Engineering, Engineering Management, Requirements Management, Scope Management, Design Reviews, Project Scoping, Root Cause Analysis, Program Management, Requirements Analysis, User Requirements Documents, Test Engineering, Cost Management, Contract Management, Systems Design, Business Requirements, Systems Thinking, Project Risk Management, Risk Management

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    144 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Effective Communication for Project Stakeholders and Teams

    Skills you'll gain: Stakeholder Communications, Strategic Communication, Communication Planning, Professional Development, Collaboration, Interpersonal Communications, Project Management, Communication, Team Building, Constructive Feedback, Stakeholder Analysis, Storytelling

    4.5
    Rating, 4.5 out of 5 stars
    ·
    27 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Simulation Models for Decision Making

    Skills you'll gain: Simulations, Probability Distribution, Probability, Statistics, Microsoft Excel, Excel Formulas, Complex Problem Solving, Business Process Modeling, Business Modeling, Risk Modeling, Financial Modeling, Data Modeling, Statistical Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    60 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    FinTech Disruptive Innovation: Implications for Society

    Skills you'll gain: FinTech, Market Trend, Financial Services, Emerging Technologies, Workforce Development, Innovation, Banking Services, Social Impact, Digital Transformation, Business Transformation, Market Dynamics, Cultural Diversity, Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    103 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    ​​Church Administration: Human Resources

    Skills you'll gain: Compensation Analysis, Meeting Facilitation, Performance Review, Staff Management, Safety Training, Strategic Leadership, Prioritization, Human Resources, Diversity and Inclusion, Performance Management, Human Resources Management and Planning, Recruitment, Time Management, Organizational Strategy, Human Resource Management, Organizational Skills, Stakeholder Management, Strategic Planning, Business Metrics, Leadership

    4.9
    Rating, 4.9 out of 5 stars
    ·
    42 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SAP

    Implementing an SAP Solution

    Skills you'll gain: Technical Consulting, System Implementation, Test Script Development, Test Planning, Case Studies, Technology Roadmaps, Project Implementation, Decision Making, System Testing, Peer Review, Stakeholder Management, Project Closure, System Monitoring, Application Deployment, System Configuration, Data Cleansing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    90 reviews

    Beginner · Course · 1 - 3 Months

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

  • Colaboración dinámica: Universidad Nacional Autónoma de México
  • Applying to College 101: University of Pennsylvania
  • Value Investing Strategies : Starweaver
  • Principles of fMRI 2: Johns Hopkins University
  • Scenario and Root Cause Analysis with Generative AI: Microsoft
  • Create a Mortgage Calculator in Excel: Coursera
  • Introduction to Systems Engineering: University of Colorado Boulder
  • Effective Communication for Project Stakeholders and Teams: University of Maryland, College Park
  • Simulation Models for Decision Making: University of Minnesota
  • FinTech Disruptive Innovation: Implications for Society: The Hong Kong University of Science and Technology

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