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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
    U

    University of Michigan

    Introduction to Healthcare Management

    Skills you'll gain: Health Care Administration, Community Health, Public Health, Human Resources Management and Planning, Health Systems, Electronic Medical Record, Financial Management, Marketing Communications, Quality Improvement, Health Care, Performance Improvement, Organizational Leadership, Continuous Quality Improvement (CQI), Communication Planning, Healthcare Industry Knowledge, Teamwork, Organizational Structure, Fundraising

    4.7
    Rating, 4.7 out of 5 stars
    ·
    102 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Responsible Generative AI

    Skills you'll gain: Responsible AI, Generative AI, Governance, Data Governance, Data Ethics, Compliance Management, Consumer Behaviour, AI Enablement, Social Impact, Business Risk Management, Business Operations, AI Product Strategy, Risk Analysis, Automation, Stakeholder Management, Operations, Artificial Intelligence, Human Resources, Leadership and Management, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    329 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidad Nacional Autónoma de México

    Actualización en el manejo del paciente con diabetes mellitus tipo 2

    Skills you'll gain: Chronic Diseases, Pharmacotherapy, Pharmacology, Nephrology, Treatment Planning, Medical Management, Internal Medicine, Care Management, Endocrinology, Clinical Nutrition, Nutrition and Diet, Medication Administration, Preventative Care, Neurology

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Channel Management and Retailing

    Skills you'll gain: Retail Management, Marketing Channel, Merchandising, Conflict Management, Market Opportunities, Retail Sales, Supply Chain, E-Commerce, Market Dynamics, Vendor Relationship Management, Cross-Channel Marketing, Growth Strategies, Supply Chain Planning, Promotional Strategies, Company, Product, and Service Knowledge, Strategic Partnership, Consumer Behaviour, Customer experience strategy (CX)

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Introduction to Software Testing

    Skills you'll gain: Software Testing, JUnit, Verification And Validation, Unit Testing, System Testing, Test Case, Test Automation, Development Testing, Test Planning, White-Box Testing, Code Coverage, Software Quality Assurance, Functional Testing, Test Data

    4.3
    Rating, 4.3 out of 5 stars
    ·
    828 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Análisis de Negocios con Estados Financieros

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Financial Reporting, Cash Flows, Cash Management, Working Capital, Accrual Accounting, Asset Management, Operating Expense, Capital Expenditure, Resource Management, Market Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    147 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    E

    EDHEC Business School

    Global Financing Solutions (by EDHEC and Société Générale)

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Mergers & Acquisitions, Capital Markets, Project Finance, Investment Banking, Financial Services, Corporate Finance, Loans, Asset Management, Sustainable Development, Derivatives

    4.7
    Rating, 4.7 out of 5 stars
    ·
    203 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Modeling Risk and Realities

    Skills you'll gain: Risk Management, Mathematical Modeling, Predictive Modeling, Risk Analysis, Simulation and Simulation Software, Operations Research, Probability Distribution, Data-Driven Decision-Making, Statistical Hypothesis Testing, Statistical Analysis, Microsoft Excel, Spreadsheet Software

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.2K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Analítica de Datos en Finanzas​

    Skills you'll gain: Technical Analysis, Portfolio Management, Investments, Financial Forecasting, Financial Trading, Investment Management, Financial Analysis, Financial Market, Financial Modeling, Analytics, Portfolio Risk, Predictive Analytics, Capital Markets, Performance Measurement, Time Series Analysis and Forecasting, Statistical Analysis, Risk Analysis, Market Data, Predictive Modeling, Equities

    4.7
    Rating, 4.7 out of 5 stars
    ·
    216 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The Chinese University of Hong Kong

    Entrepreneurship

    Skills you'll gain: Entrepreneurship, Market Opportunities, Innovation, Business Planning, Business Leadership, Business Development, New Product Development, Financial Analysis, Business Strategy, Market Research, Presentations, Growth Strategies, Financial Modeling, Fundraising

    4.7
    Rating, 4.7 out of 5 stars
    ·
    305 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Adobe

    Digital Marketing

    Skills you'll gain: Promotional Strategies, Marketing Planning, Marketing Strategy and Techniques, Digital Marketing, Adobe Express, Target Audience, Marketing Materials, Marketing Effectiveness, Marketing Automation, Customer Relationship Management, Advertising, Customer Acquisition Management, Customer Engagement, Content Creation, Generative AI Agents

    4.8
    Rating, 4.8 out of 5 stars
    ·
    314 reviews

    Beginner · Course · 1 - 4 Weeks

  • 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

  • Introduction to Healthcare Management: University of Michigan
  • Responsible Generative AI: University of Michigan
  • Actualización en el manejo del paciente con diabetes mellitus tipo 2: Universidad Nacional Autónoma de México
  • Channel Management and Retailing : IE Business School
  • Introduction to Software Testing: University of Minnesota
  • Análisis de Negocios con Estados Financieros: Pontificia Universidad Católica de Chile
  • Global Financing Solutions (by EDHEC and Société Générale): EDHEC Business School
  • Modeling Risk and Realities: University of Pennsylvania
  • Analítica de Datos en Finanzas​: Universidad de los Andes
  • Entrepreneurship: The Chinese University of Hong Kong

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