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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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    U

    University of Colorado System

    Inclusive Leadership: The Power of Workplace Diversity

    Skills you'll gain: Workplace inclusivity, Diversity and Inclusion, Diversity Awareness, Cultural Diversity, Self-Awareness, Leadership, Interpersonal Communications, Emotional Intelligence, Active Listening, Communication, Empathy & Emotional Intelligence, Constructive Feedback, Culture

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Corporate Entrepreneurship: Innovating within Corporations

    Skills you'll gain: Proposal Development, Business Modeling, Innovation, Entrepreneurship, Customer Analysis, Entrepreneurial Finance, Business Valuation, Financial Modeling, Market Opportunities, New Business Development, Internal Auditing, Corporate Finance, Financial Statements, Business Strategy, Corporate Strategy, Business Planning, Corporate Accounting, Project Finance, Business Metrics, Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    298 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    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
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    267 reviews

    Intermediate · Course · 1 - 3 Months

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    B

    Board Infinity

    Interviewer training for Hiring Managers

    Skills you'll gain: Interviewing Skills, Employee Training, Workplace inclusivity, Management Training And Development, Talent Recruitment, Training and Development, Diversity Awareness, Recruitment Strategies, Talent Acquisition, Talent Sourcing, Active Listening, Communication, Cultural Sensitivity

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free
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    U

    Università Bocconi

    Startup Calling: from idea to impact

    Skills you'll gain: Go To Market Strategy, Business Modeling, Entrepreneurship, Fundraising, Product Development, Market Research, Presentations, Value Propositions, Business Strategy, Market Analysis, Customer Insights, User Research, Competitive Analysis, Lean Methodologies, Interviewing Skills

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
    Free Trial
    E

    Edureka

    Building Autonomous AI Agents

    Skills you'll gain: LangGraph, Retrieval-Augmented Generation, Generative AI Agents, AI Orchestration, CrewAI, Agentic Workflows, AI Workflows, Agentic systems, LangChain, Artificial Intelligence and Machine Learning (AI/ML), LLM Application, Systems Integration, Tool Calling, Responsible AI, Large Language Modeling, Prompt Engineering, Human Factors (Security), Data Ethics, Context Management, Restful API

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
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    S

    Starweaver

    Credit Analyst Academy

    Skills you'll gain: Financial Statement Analysis, Credit Risk, Financial Analysis, Bank Regulations, Loans, Portfolio Risk, Environmental Social And Corporate Governance (ESG), Risk Modeling, Market Data, Risk Mitigation, Derivatives, Financial Regulation, Risk Analysis, Financial Market, Securities (Finance), Risk Management, Financial Data, Financial Services, Portfolio Management, Project Portfolio Management

    4.7
    Rating, 4.7 out of 5 stars
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    7 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    Status: Free Trial
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    C

    Coursera

    Automate WIP Limits for Agile Projects

    Skills you'll gain: Slack (Software), Workflow Management, Agile Project Management, Agile Methodology, Scrum (Software Development), Business Process Automation, Scenario Testing, Process Improvement

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
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    S

    SkillUp

    SEO, Generative AI, and GEO Capstone Project

    Skills you'll gain: Search Engine Optimization, Generative AI, Content Strategy, AI Enablement, Semantic Web, Workforce Development, Content Performance Analysis, Digital Marketing, Content Creation, Digital Content, Social Media, JSON

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    International Business

    Skills you'll gain: International Finance, Transportation, Supply Chain, and Logistics, Transportation Operations, Cultural Diversity, Management Training And Development, Supply Chain Planning, Commercial Laws, Logistics Management, Supply Chain Management, Shipping and Receiving, B2B Sales, Market Opportunities, Business Marketing, Payment Systems, Risk Management, Generally Accepted Accounting Principles (GAAP), Business Development, Accounting Systems, World History, Business Economics

    4.8
    Rating, 4.8 out of 5 stars
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    508 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Packt

    Advanced Web Development, Real-Time Apps & Final Projects

    Skills you'll gain: Responsive Web Design, User Interface (UI), Cascading Style Sheets (CSS), User Interface and User Experience (UI/UX) Design, Web Applications, Web Development, Front-End Web Development, HTML and CSS, Javascript, Real Time Data, Hypertext Markup Language (HTML), Application Programming Interface (API), Event-Driven Programming, Animations

    Advanced · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Six Sigma Tools for Define and Measure

    Skills you'll gain: Data Collection, Lean Six Sigma, Six Sigma Methodology, Quality Improvement, Process Improvement, Business Process, Project Management, Project Planning, Customer experience improvement, Process Mapping, Statistics, Statistical Analysis, Stakeholder Analysis

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.6K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Inclusive Leadership: The Power of Workplace Diversity: University of Colorado System
  • Corporate Entrepreneurship: Innovating within Corporations: University of Maryland, College Park
  • Derivatives - Options & Futures: Interactive Brokers
  • Interviewer training for Hiring Managers: Board Infinity
  • Startup Calling: from idea to impact: Università Bocconi
  • Building Autonomous AI Agents: Edureka
  • Credit Analyst Academy: Starweaver
  • Automate WIP Limits for Agile Projects: Coursera
  • SEO, Generative AI, and GEO Capstone Project: SkillUp
  • International Business: University of Colorado Boulder

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