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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: 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
    ·
    267 reviews

    Intermediate · Course · 1 - 3 Months

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

    Packt

    HTML, CSS, and JavaScript Basics with Simple Projects

    Skills you'll gain: Cascading Style Sheets (CSS), Hypertext Markup Language (HTML), User Interface (UI), User Experience Design, Web Design and Development, Development Environment, Front-End Web Development, Javascript, Web Development, Web Applications, Responsive Web Design, Microsoft Visual Studio, Real Time Data, Data Validation

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica de Chile

    Análisis de Sistemas de Transporte

    Skills you'll gain: Transportation Operations, Transportation Management, Network Analysis, Operations Research, Systems Analysis, Operational Analysis, Analysis, Demand Planning, Mathematical Modeling, Econometrics, Markov Model, Behavioral Economics, Economic Development, Economics, Policy, and Social Studies, Cost Benefit Analysis, Market Dynamics, Customer Demand Planning, Probability, Social Impact, Model Evaluation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    781 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    S

    Starweaver

    Credit Risk Analysis and Underwriting

    Skills you'll gain: Credit Risk, Lending and Underwriting, Risk Analysis, Risk Management, Business Risk Management, Case Studies, Financial Analysis, Financial Statement Analysis, Corporate Finance, Financial Modeling, Stakeholder Communications, Performance Measurement, Balance Sheet, Cash Flows

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    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
    I

    Illinois Tech

    Transformational Leadership in a Tech-Driven Marketplace

    Skills you'll gain: Culture Transformation, Innovation, Organizational Change, Business Transformation, Strategic Leadership, Strategic Planning, Business Communication, Change Management, Organizational Leadership, Organizational Structure, Business Planning, Competitive Analysis, Business Writing, Leadership, Business Analysis, Business Strategy, Presentations, Financial Analysis, Project Planning, Financial Planning

    Build toward a degree

    Intermediate · Course · 1 - 3 Months

  • 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
    ·
    508 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Introduction to Ambulatory Healthcare Management

    Skills you'll gain: Medical Terminology, Healthcare Industry Knowledge, Practice Management, Health Care Administration, Health Care, Patient Flow, Primary Care, Health Systems, Urgent Care, Telehealth, Human Resources, Financial Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    137 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Excellence

    Skills you'll gain: Logistics, Logistics Management, Supply Chain Management, Manufacturing Operations, Strategic Sourcing, Operations Management, Warehouse Management, Forecasting, Supply Chain Planning, Business Operations, Materials Management, Financial Statements, Supply Chain, Inventory Management System, Transportation Management, Procurement, Supply Chain Systems, Case Studies, Cash Flows, Warehouse Operations

    4.7
    Rating, 4.7 out of 5 stars
    ·
    605 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    G

    GitLab

    How to Manage a Remote Team

    Skills you'll gain: Telecommuting, Virtual Teams, Team Management, Human Resources Management and Planning, Culture Transformation, Performance Metric, Leadership and Management, Organizational Change, Organizational Strategy, Business Transformation, Organizational Leadership, Team Building, Performance Management, Adaptability, Collaboration, Business Strategy, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1K reviews

    Intermediate · Course · 1 - 3 Months

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

  • Derivatives - Options & Futures: Interactive Brokers
  • Startup Calling: from idea to impact: Università Bocconi
  • Building Autonomous AI Agents: Edureka
  • HTML, CSS, and JavaScript Basics with Simple Projects: Packt
  • Análisis de Sistemas de Transporte: Pontificia Universidad Católica de Chile
  • Credit Risk Analysis and Underwriting: Starweaver
  • SEO, Generative AI, and GEO Capstone Project: SkillUp
  • Transformational Leadership in a Tech-Driven Marketplace: Illinois Tech
  • International Business: University of Colorado Boulder
  • Introduction to Ambulatory Healthcare Management: Johns Hopkins University

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