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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: Free Trial
    Free Trial
    I

    IE Business School

    Branding: The Creative Journey

    Skills you'll gain: Brand Strategy, Customer experience strategy (CX), Branding, Storytelling, Production Planning, Brand Awareness, Logo Design, Content Marketing, Target Audience, Advertising Campaigns, Target Market, Content Creation, Customer experience improvement, Advertising, Marketing Design, Creative Design, Brand Management, Journalism, Creativity, Communication

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Globalization, Economic Growth and Stability

    Skills you'll gain: Financial Policy, International Finance, Public Policies, Economics, Economic Development, Economics, Policy, and Social Studies, Business Economics, Market Opportunities, International Relations, Tax, Global Marketing, Financial Trading, Policy Analysis, Socioeconomics, Demography, Business Risk Management, Crisis Management, Fiscal Management, World History, Supply And Demand

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    P

    Packt

    Service Integration and Management (SIAM) Foundation

    Skills you'll gain: Service Management, Information Technology Infrastructure Library, IT Service Management, Systems Integration, Control Objectives for Information and Related Technology (COBIT), Supplier Relationship Management, Strategic Sourcing, Risk Management Framework, Governance, Process Management, Process Improvement and Optimization, Risk Management, Continuous Improvement Process, Organizational Change, Performance Measurement, Lean Methodologies

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    New York University

    Guided Tour of Machine Learning in Finance

    Skills you'll gain: Supervised Learning, Model Evaluation, Applied Machine Learning, Machine Learning, Statistical Methods, Artificial Neural Networks, Predictive Modeling, Scikit Learn (Machine Learning Library), Regression Analysis, Deep Learning, Finance, Financial Market, Tensorflow, Logistic Regression, Jupyter, Reinforcement Learning

    3.8
    Rating, 3.8 out of 5 stars
    ·
    680 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Information Security Risk Management for ISO 27001/ISO 27002

    Skills you'll gain: ISO/IEC 27001, Threat Management, Security Management, Data Security, Cyber Risk, Risk Management, Continuous Monitoring, Vulnerability Assessments, Cyber Security Policies, Security Controls, Governance Risk Management and Compliance, Cybersecurity, Information Systems, Scenario Testing, Asset Protection

    Beginner · Course · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    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
    ·
    7 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    G

    Google Cloud

    Generative AI Leader

    Skills you'll gain: Google Gemini, Retrieval-Augmented Generation, Generative AI, AI Enablement, Enterprise Security, Agentic systems, Tool Calling, Artificial Intelligence, Customer experience improvement, LLM Application, Strategic Planning, Decision Making, Organizational Strategy, Cloud Infrastructure, Cloud Computing, Cloud Platforms, Innovation, MLOps (Machine Learning Operations), Collaboration

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    The Teacher and Social and Emotional Learning (SEL)

    Skills you'll gain: Teaching, Social Justice, Emotional Intelligence, Social Skills, Empathy, Self-Awareness, Higher Education, Behavior Management, Classroom Management, Cultural Responsiveness, Curriculum Planning, School Psychology, Empowerment, Personal Development, Childhood Education and Development, Program Evaluation, Advocacy, Professional Development, Growth Mindedness, Mindfulness

    4.7
    Rating, 4.7 out of 5 stars
    ·
    946 reviews

    Beginner · Specialization · 3 - 6 Months

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

    Coursera

    Develop and Evaluate LLM Features Effectively

    Skills you'll gain: User Acceptance Testing (UAT), Product Requirements, LLM Application, User Requirements Documents, Acceptance Testing, AI Product Strategy, Large Language Modeling, User Story, Functional Requirement, Functional Testing, Business Requirements, Scenario Testing, Requirements Analysis, Risk Management Framework, Key Performance Indicators (KPIs), Technical Communication

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    The Future of Payment Technologies

    Skills you'll gain: Payment Systems, Payment Processing, Financial Inclusion, FinTech, Mobile Banking, Emerging Technologies, Mobile Security, Transaction Processing, Security Controls, Innovation, Encryption, Digital Assets, Value Propositions

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

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universitat Autònoma de Barcelona

    English for Teaching Purposes

    Skills you'll gain: Lecturing, English Language, Verbal Communication Skills, Higher Education, Language Learning, Professional Development, Collaboration, Vocabulary, Train The Trainer, Grammar

    4.7
    Rating, 4.7 out of 5 stars
    ·
    631 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    Python and Machine Learning for Asset Management

    Skills you'll gain: Investment Management, Portfolio Management, Asset Management, Portfolio Risk, Machine Learning, Applied Machine Learning, Financial Market, Financial Modeling, Supervised Learning, Predictive Analytics, Unsupervised Learning, Regression Analysis, Statistical Methods, Jupyter, Computer Science, Dimensionality Reduction

    3.1
    Rating, 3.1 out of 5 stars
    ·
    332 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Branding: The Creative Journey: IE Business School
  • Globalization, Economic Growth and Stability: IE Business School
  • Service Integration and Management (SIAM) Foundation: Packt
  • Guided Tour of Machine Learning in Finance: New York University
  • Information Security Risk Management for ISO 27001/ISO 27002: Packt
  • Credit Analyst Academy: Starweaver
  • Generative AI Leader: Google Cloud
  • The Teacher and Social and Emotional Learning (SEL): University of Colorado Boulder
  • Develop and Evaluate LLM Features Effectively: Coursera
  • The Future of Payment Technologies: University of Michigan

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