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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

    University of Colorado System

    Electric Utilities Fundamentals and Future

    Skills you'll gain: Energy and Utilities, Electric Power Systems, Electrical Safety, Customer experience strategy (CX), Financial Regulation, Customer Engagement, Regulatory Affairs, Sustainable Systems, Emerging Technologies, Technology Strategies, Environmental Issue, Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    731 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Derivatives - Options & Futures

    Skills you'll gain: Derivatives, Financial Trading, Financial Market, Risk Management, Market Analysis, Capital Markets, Portfolio Risk, Investments, Technical Analysis, Market Dynamics, Profit and Loss (P&L) Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    266 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Case Western Reserve University

    Inspired Leadership

    Skills you'll gain: Coaching, Negotiation, Emotional Intelligence, Empathy, Leadership Development, Initiative and Leadership, Compassion, Leadership, Organizational Change, Organizational Leadership, Organizational Development, Culture Transformation, Empowerment, People Development, Influencing, Strategic Leadership, Business Leadership, Active Listening, Case Studies, Professional Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.7K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Integrative Health and Medicine

    Skills you'll gain: Drug Interaction, Contraindication, Patient Education And Counseling, Mindfulness, Patient Referral, Pharmacology, Treatment Planning, Health Care Procedure and Regulation, Pain Management, Patient Safety, Clinical Assessment, Health Care, Clinical Practices, Nursing Practices, Pharmacotherapy, Health Promotion, Health And Wellness Coaching, Mental and Behavioral Health, Patient-centered Care, Music

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

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    Sustainable Finance: Products, Instruments and Future Trends

    Skills you'll gain: Sustainable Business, Sustainable Development, Environmental Social And Corporate Governance (ESG), Corporate Sustainability, Sustainability Reporting, Social Impact, Finance, Stakeholder Engagement, Financial Services, Case Studies, Corporate Strategy, Environmental Issue, Banking, Investments, Loans, Risk Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    45 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Strategic Content Design: UX Research & Tools

    Skills you'll gain: Content Performance Analysis, Content Strategy, Stakeholder Communications, User Experience, UI/UX Strategy, User Experience Design, User Research, User Interface and User Experience (UI/UX) Design, Test Planning, Benchmarking, Data-Driven Decision-Making, Competitive Analysis, Writing, Editing

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Reinforcement Learning for Trading Strategies

    Skills you'll gain: Reinforcement Learning, Recurrent Neural Networks (RNNs), Financial Trading, Deep Learning, Portfolio Management, Artificial Intelligence and Machine Learning (AI/ML), Artificial Neural Networks, Applied Machine Learning, Markov Model, Portfolio Risk, Financial Market, Time Series Analysis and Forecasting, Risk Management

    3.5
    Rating, 3.5 out of 5 stars
    ·
    245 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Human Resource Management Done Right

    Skills you'll gain: Talent Pipelining, Prompt Engineering, Talent Acquisition, Performance Management, Smart Goals, Google Gemini, Time Management, Interviewing Skills, Responsible AI, Culture Transformation, Workforce Planning, Generative AI, ChatGPT, Employee Onboarding, Recruitment, Employee Engagement, Key Performance Indicators (KPIs), Prompt Engineering Tools, Leadership, Data-Driven Decision-Making

    4.5
    Rating, 4.5 out of 5 stars
    ·
    530 reviews

    Intermediate · Specialization · 1 - 3 Months

  • C

    Coursera

    Python for Finance: Beta and Capital Asset Pricing Model

    Skills you'll gain: Portfolio Management, Plotly, Data Visualization, Portfolio Risk, Investment Management, Exploratory Data Analysis, Financial Modeling, Financial Analysis, Statistical Analysis, Financial Data, Risk Modeling, Market Data, Finance, Equities, Data Analysis, Pandas (Python Package), Python Programming, Data Manipulation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    47 reviews

    Beginner · Guided Project · Less Than 2 Hours

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    Y

    Yale University

    Addiction Treatment: Clinical Skills for Healthcare Providers

    Skills you'll gain: Health Disparities, Motivational Interviewing, Substance Abuse, Patient-centered Care, Medication Therapy Management, Mental and Behavioral Health, Social Determinants Of Health, Patient Education And Counseling, Psychiatry, Pharmacotherapy, Psychotherapy, Treatment Planning, Health Policy, Care Coordination, Clinical Assessment

    4.9
    Rating, 4.9 out of 5 stars
    ·
    2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Technion - Israel Institute of Technology

    Startup Entrepreneurship

    Skills you'll gain: Ideation, Innovation, Business Planning, Brainstorming, Creative Problem-Solving, Creative Thinking, Value Propositions, Creativity, Entrepreneurship, Team Building, Operations Management, Resourcefulness, Thought Leadership, Problem Solving, Visionary, Strategic Thinking, Initiative and Leadership, Market Research, New Product Development, Business Strategy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    R

    Real Madrid Graduate School Universidad Europea

    Sports Nutrition and Training: Innovation Assets

    Skills you'll gain: Leadership, Collaboration, Physical Stamina, Performance Analysis, Sports Medicine, Nutrition and Diet, Athletic Training, Exercise Science, Injury Prevention, Coaching, Nutrition Education, Innovation, Automation, AI Personalization, Teamwork, Performance Reporting, Technology Solutions, Data Management, Health Technology, Communication

    Beginner · Specialization · 3 - 6 Months

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

  • Electric Utilities Fundamentals and Future: University of Colorado System
  • Derivatives - Options & Futures: Interactive Brokers
  • Inspired Leadership: Case Western Reserve University
  • Integrative Health and Medicine: University of Minnesota
  • Sustainable Finance: Products, Instruments and Future Trends: Saïd Business School, University of Oxford
  • Strategic Content Design: UX Research & Tools: Packt
  • Reinforcement Learning for Trading Strategies: New York Institute of Finance
  • Human Resource Management Done Right: Coursera
  • Python for Finance: Beta and Capital Asset Pricing Model: Coursera
  • Addiction Treatment: Clinical Skills for Healthcare Providers: Yale University

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