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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


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    Erasmus University Rotterdam

    Introduction to Economic Theories

    Skills you'll gain: Consumer Behaviour, Market Dynamics, Financial Market, Economics, Market Analysis, Tax, Economics, Policy, and Social Studies, Public Policies, Environmental Issue, Socioeconomics, Sustainable Development, Supply And Demand, Behavioral Economics, Decision Making

    4.5
    Rating, 4.5 out of 5 stars
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    376 reviews

    Beginner · Course · 1 - 3 Months

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    Saïd Business School, University of Oxford

    Designing the Future of Finance

    Skills you'll gain: FinTech, Financial Inclusion, Financial Services, Mobile Banking, Banking Services, Data Sharing, Financial Regulation, Financial Systems, Application Programming Interface (API), Financial Data, Banking, Financial Regulations, Payment Systems, International Finance, Law, Regulation, and Compliance, Retail Banking, API Design, Data Governance, Finance, General Data Protection Regulation (GDPR)

    4.5
    Rating, 4.5 out of 5 stars
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    15 reviews

    Beginner · Course · 1 - 3 Months

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    LearnQuest

    Advanced Negotiation and High-Impact Closure

    Skills you'll gain: Sales Presentations, Closing (Sales), Negotiation, Data Visualization, Sales Training, Contract Negotiation, Price Negotiation, B2B Sales, Influencing, Persuasive Communication, Storytelling, Behavioral Economics, Overcoming Objections, Value Propositions, Communication Strategies

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    The Museum of Modern Art

    Teaching with Art: Using Inquiry, Activities, and Themes

    Skills you'll gain: Design Thinking, Art History, Liberal Arts, Lesson Planning, Literacy, Creative Thinking, Aesthetics, Learning Styles, Teaching, Learning Strategies, Social Studies, Empathy, Instructing, Emotional Intelligence, Creativity, Instructional Strategies, Student Engagement, Classroom Management, Curriculum Planning, Self-Awareness

    4.8
    Rating, 4.8 out of 5 stars
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    2.1K reviews

    Intermediate · Specialization · 3 - 6 Months

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    Coursera

    Create Compelling Business Cases

    Skills you'll gain: Risk Management, Proposal Writing, Business Ethics, Business Research, Business Writing, Return On Investment, Financial Analysis, Financial Acumen, Business Analysis, Decision Making

    3.3
    Rating, 3.3 out of 5 stars
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    6 reviews

    Intermediate · Course · 1 - 4 Weeks

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    Northwestern University

    Sports Marketing

    Skills you'll gain: Event Marketing, Marketing, Social Media, Media Relations, Marketing Strategies, Loyalty Programs, Brand Management, Event Planning, Public Relations, Revenue Management, Strategic Partnership, Target Audience, Crisis Management

    4.7
    Rating, 4.7 out of 5 stars
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    1.5K reviews

    Intermediate · Course · 1 - 3 Months

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    R

    Rice University

    Biases and Portfolio Selection

    Skills you'll gain: Behavioral Economics, Portfolio Management, Investments, Wealth Management, Portfolio Risk, Financial Market, Investment Management, Asset Management, Consumer Behaviour, Market Dynamics, Capital Markets, Decision Making, Finance, Market Analysis, Equities, Psychology, Performance Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    281 reviews

    Mixed · Course · 1 - 4 Weeks

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    University of Illinois Urbana-Champaign

    U.S. Federal Taxation

    Skills you'll gain: Corporate Tax, Tax Preparation, Tax Returns, Income Tax, Tax Management, Partnership Accounting, Tax Laws, Tax Compliance, Property Accounting, Liquidation, Payroll Tax, Depreciation, Tax Planning, Tax, Payroll, Specialized Accounting, Strategic Decision-Making, Capital Expenditure, Mergers & Acquisitions, Cost Benefit Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    967 reviews

    Intermediate · Specialization · 3 - 6 Months

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    Coursera

    Presentation Design Mastery in Canva

    Skills you'll gain: Presentations, Canva (Software), Typography, Target Audience, Data Visualization, Infographics, Graphic and Visual Design, Communication, Strategic Communication, Timelines, Storytelling, Design, Layout Design

    Beginner · Course · 1 - 4 Weeks

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    Technical University of Denmark (DTU)

    Global Environmental Management

    Skills you'll gain: Water Resource Management, Energy and Utilities, Environmental Engineering, Stormwater Management, Environment and Resource Management, Sustainable Technologies, Civil Engineering, Environmental Management Systems, Water Quality, Land Management, Sustainable Development, Cultural Sensitivity, Climate Change Adaptation

    4.7
    Rating, 4.7 out of 5 stars
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    2.2K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    Open Data and Intelligent Finance

    Skills you'll gain: Financial Inclusion, Responsible AI, Data Ethics, Data Governance, FinTech, Financial Data, AI Personalization, Law, Regulation, and Compliance, Mobile Banking, Data Sharing, Financial Regulation, Payment Systems, Financial Services, Open Source Technology, Finance, Governance, Business Ethics, Human Centered Design, Product Design, Application Programming Interface (API)

    4.8
    Rating, 4.8 out of 5 stars
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    23 reviews

    Beginner · Course · 1 - 3 Months

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    Packt

    NIST Cybersecurity Framework 2.0: Managing Risks

    Skills you'll gain: Risk Management, Governance, ISO/IEC 27001, Enterprise Risk Management (ERM), Cyber Governance, NIST 800-53, Cyber Risk, Compliance Management, Security Controls, Program Implementation, Regulatory Compliance, Cybersecurity, Cyber Security Strategy, Business Continuity, Asset Management

    Intermediate · Course · 1 - 3 Months

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

  • Introduction to Economic Theories: Erasmus University Rotterdam
  • Designing the Future of Finance: Saïd Business School, University of Oxford
  • Advanced Negotiation and High-Impact Closure: LearnQuest
  • Teaching with Art: Using Inquiry, Activities, and Themes: The Museum of Modern Art
  • Create Compelling Business Cases: Coursera
  • Sports Marketing: Northwestern University
  • Biases and Portfolio Selection: Rice University
  • U.S. Federal Taxation: University of Illinois Urbana-Champaign
  • Presentation Design Mastery in Canva: Coursera
  • Global Environmental Management: Technical University of Denmark (DTU)

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