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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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    EDUCBA

    Hedge Funds Mastery: Strategies, Risk & Accounting

    Skills you'll gain: Hedge Accounting, Derivatives, Private Equity, Portfolio Risk, Risk Modeling, Loans, Risk Management Framework, Regression Analysis, Accounting, Fund Accounting, Risk Analysis, Investment Management, Financial Reporting, Financial Accounting, Equities, Generally Accepted Accounting Principles (GAAP), Performance Measurement, Portfolio Management, Performance Analysis, Risk Management

    4.4
    Rating, 4.4 out of 5 stars
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    11 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    Universidad Nacional Autónoma de México

    Introducción al mercado

    Skills you'll gain: Strategic Marketing, Marketing, Marketing Planning, Market Research, Target Market, Marketing Strategies, Go To Market Strategy, Business Analytics, Product Promotion, Market Analysis, Product Development, Consumer Behaviour, Entrepreneurship, New Business Development, Budgeting

    4.7
    Rating, 4.7 out of 5 stars
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    266 reviews

    Mixed · Course · 1 - 3 Months

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    Starweaver

    Foundations of Credit Analysis and Fixed Income Securities

    Skills you'll gain: Financial Statement Analysis, Credit Risk, Financial Analysis, Portfolio Risk, Market Data, Risk Analysis, Securities (Finance), Financial Data, Portfolio Management, Analysis, Risk Management, Derivatives, Business Valuation, Balance Sheet, Financial Market, Investment Management, Market Analysis, Analytics, Real Time Data, Decision Making

    Intermediate · Course · 1 - 3 Months

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    New York Institute of Finance

    Supply Chain Finance Market and Fintech Ecosystem

    Skills you'll gain: Financial Market, Market Opportunities, Market Trend, Market Dynamics, Market Analysis, Risk Modeling, Supply Chain, FinTech, Financial Services, Finance, Investments, Stakeholder Analysis

    4.5
    Rating, 4.5 out of 5 stars
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    74 reviews

    Intermediate · Course · 1 - 4 Weeks

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    Google

    Google Agile Essentials

    Skills you'll gain: Scrum (Software Development), Agile Project Management, Backlogs, Sprint Planning, Agile Methodology, User Story, Data-Driven Decision-Making, Project Estimation, Scaled Agile Framework, Agile Product Development, Sprint Retrospectives, Waterfall Methodology, Lean Methodologies, Project Performance, Kanban Principles, Product Management, Project Management, Prioritization, Estimation, Problem Solving

    4.9
    Rating, 4.9 out of 5 stars
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    40 reviews

    Beginner · Specialization · 1 - 3 Months

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    U

    University of Illinois Urbana-Champaign

    Multistate Taxation

    Skills you'll gain: Tax Planning, Corporate Tax, Tax Management, Income Tax, Tax Laws, Sales Tax, Tax Compliance, Property and Real Estate, Case Law

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    61 reviews

    Intermediate · Course · 1 - 3 Months

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    École Polytechnique Fédérale de Lausanne

    Geographical Information Systems - Part 1

    Skills you'll gain: Geographic Information Systems, GIS Software, Spatial Data Analysis, NoSQL, Data Modeling, Database Design, Databases, Data Storage Technologies, SQL, Data Storage, Data Capture, Query Languages, Relational Databases

    3.5
    Rating, 3.5 out of 5 stars
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    98 reviews

    Beginner · Course · 1 - 3 Months

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    C

    Coursera

    GenAI for Writing and Auditing VBA Macros in Finance

    Skills you'll gain: Excel Macros, Financial Modeling, Prompt Engineering, Financial Forecasting, Accounting and Finance Software, Generative AI, Automation, Process Optimization, General Finance, Microsoft Excel, Excel Formulas, Simulation and Simulation Software, Visual Basic (Programming Language), Financial Reporting, Financial Planning

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of London

    Web Application Development with JavaScript and MongoDB

    Skills you'll gain: User Accounts, MongoDB, Full-Stack Web Development, Command-Line Interface, Web Applications, Web Development, Javascript, Database Systems, Data Access, Data Validation, Application Frameworks

    4.6
    Rating, 4.6 out of 5 stars
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    615 reviews

    Mixed · Course · 1 - 3 Months

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    National Taiwan University

    食品安全與風險分析(Food Safety&Risk Analysis)

    Skills you'll gain: Hazard Analysis, Risk Analysis, Food Safety and Sanitation, Food Quality Assurance And Control, Risk Management, Safety Standards, Emergency Response, Safety and Security, Case Studies, Media and Communications

    4.9
    Rating, 4.9 out of 5 stars
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    277 reviews

    Intermediate · Course · 1 - 3 Months

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    ESSEC Business School

    L'investissement à impact : lever ou investir des fonds

    Skills you'll gain: Due Diligence, Investments, Entrepreneurship, Market Opportunities, Fundraising, Social Impact, Stakeholder Engagement, Relationship Building, Contract Negotiation, Finance, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    108 reviews

    Intermediate · Course · 1 - 4 Weeks

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    I

    Imperial College London

    Health Coaching Conversations

    Skills you'll gain: Health And Wellness Coaching, Patient Communication, Motivational Interviewing, Patient Education And Counseling, Patient-centered Care, Health Promotion, Coaching, Goal Setting, Health Care, Active Listening, Empowerment, Planning

    4.7
    Rating, 4.7 out of 5 stars
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    116 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Hedge Funds Mastery: Strategies, Risk & Accounting: EDUCBA
  • Introducción al mercado: Universidad Nacional Autónoma de México
  • Foundations of Credit Analysis and Fixed Income Securities: Starweaver
  • Supply Chain Finance Market and Fintech Ecosystem: New York Institute of Finance
  • Google Agile Essentials: Google
  • Multistate Taxation: University of Illinois Urbana-Champaign
  • Geographical Information Systems - Part 1: École Polytechnique Fédérale de Lausanne
  • GenAI for Writing and Auditing VBA Macros in Finance: Coursera
  • Web Application Development with JavaScript and MongoDB: University of London
  • 食品安全與風險分析(Food Safety&Risk Analysis): National Taiwan University

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