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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


  • C

    Coursera

    Python for Finance: Beta and Capital Asset Pricing Model

    Skills you'll gain: Portfolio Management, Plotly, Data Visualization, Portfolio Risk, Investment Management, Exploratory Data Analysis, Financial Modeling, Financial Analysis, Statistical Analysis, Financial Data, Risk Modeling, Market Data, Finance, Equities, Data Analysis, Pandas (Python Package), Python Programming, Data Manipulation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    47 reviews

    Beginner · Guided Project · Less Than 2 Hours

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

    Coursera

    Modern Project Leadership: Agile, AI, and Beyond

    Skills you'll gain: Project Risk Management, Workflow Management, Business Workflow Analysis, Risk Management, Strategic Thinking, Team Leadership, Agile Project Management, Team Management, Leadership and Management, Collaborative Software, Project Management, Innovation, Project Management Software, Process Improvement, Strategic Decision-Making, Change Management, Artificial Intelligence, Adaptability, Digital Transformation, Communication

    4.6
    Rating, 4.6 out of 5 stars
    ·
    482 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    E

    Erasmus University Rotterdam

    Business Model Innovation for Sustainable Landscape Restoration

    Skills you'll gain: Stakeholder Analysis, Market Opportunities, Business Modeling, Sustainable Development, New Business Development, Key Performance Indicators (KPIs), Sustainable Business, Systems Analysis, Financial Analysis, Systems Thinking, Business Architecture, Innovation, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    51 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Cape Town

    Climate Change Mitigation in Developing Countries

    Skills you'll gain: Climate Change Mitigation, Sustainable Development, Economic Development, Environmental Policy, Policy Development, Mathematical Modeling, Systems Thinking, Complex Problem Solving, Research, Innovation, Stakeholder Engagement

    4.7
    Rating, 4.7 out of 5 stars
    ·
    593 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Innovation: From Creativity to Entrepreneurship Capstone

    Skills you'll gain: Creative Thinking, Creativity, Innovation, Business Modeling, Strategic Thinking, Ideation, Entrepreneurship, Strategic Planning, Business Development, Business Strategy, New Business Development, Business Analysis, Collaboration, Analysis, Financial Analysis, Performance Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    87 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Project Lifecycle, Information Sharing, and Risk Management

    Skills you'll gain: Project Management Life Cycle, Risk Management, Project Risk Management, Stakeholder Management, Project Management, Risk Mitigation, Active Listening, Project Management Institute (PMI) Methodology, Systems Development Life Cycle, Risk Analysis, Communication, Project Management Software, Stakeholder Communications, Agile Methodology, Conflict Management, Project Documentation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    236 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Diseño Instruccional: Aprendizaje activo y Pedagogía digital

    Skills you'll gain: Digital pedagogy, Education Software and Technology, Instructional Design, Problem Solving, digital literacy, Educational Materials, Emerging Technologies, Learning Management Systems, Innovation, Quality Assurance, Planning, Resourcefulness, Learning Strategies, Systems Analysis, Solution Design, Design Strategies, Creative Thinking, User Centered Design, Technical Documentation, Virtual Environment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Palliative Care: It's Not Just Hospice Anymore

    Skills you'll gain: Pain Management, Hospice, Patient-centered Care, Patient Communication, Patient Education And Counseling, Care Management, Patient Evaluation, Patient Advocacy, Active Listening, Compassion, Treatment Planning, Healthcare Ethics, Respiratory Care, Empathy, Self-Awareness, Health Assessment, Psychiatric Assessments, Clinical Assessment, Care Coordination, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    497 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Increasing Real Estate Management Profits: Harnessing Data Analytics

    Skills you'll gain: Data Visualization Software, Tableau Software, Financial Modeling, Business Process, Peer Review, Presentations, Property Management, Data Analysis, MySQL, Financial Forecasting, Risk Analysis, Real Estate, Microsoft Excel, Profit and Loss (P&L) Management, Analytics, SQL

    4.7
    Rating, 4.7 out of 5 stars
    ·
    244 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Advanced Business Analytics Capstone

    Skills you'll gain: Data Presentation, Data Cleansing, Predictive Analytics, Business Analytics, Financial Analysis, Advanced Analytics, Data Preprocessing, Data Analysis, Technical Communication, Investment Management, Data Manipulation, Model Evaluation, Statistical Modeling, Regression Analysis, Classification Algorithms

    4.3
    Rating, 4.3 out of 5 stars
    ·
    89 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    The Intersection of Finance, Strategy, and Sustainability

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainability Reporting, Sustainable Business, Business Reporting, Corporate Sustainability, Sustainable Development, Stakeholder Engagement, Governance, Financial Reporting, Business Metrics, Enterprise Risk Management (ERM), Stakeholder Management, Environmental Issue, Business Ethics, Compliance Reporting, Stakeholder Analysis, Risk Management, Social Impact, Corporate Strategy, Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    98 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Creating Change through Social Entrepreneurship

    Skills you'll gain: Social Impact, Design Thinking, Community Outreach, Organizational Structure, Stakeholder Engagement, Entrepreneurship, Sustainable Development, Research and Design, Business Modeling, Communication, Advocacy, Innovation, Program Evaluation, Fundraising

    4.9
    Rating, 4.9 out of 5 stars
    ·
    174 reviews

    Beginner · Course · 1 - 3 Months

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

  • Python for Finance: Beta and Capital Asset Pricing Model: Coursera
  • Modern Project Leadership: Agile, AI, and Beyond: Coursera
  • Business Model Innovation for Sustainable Landscape Restoration: Erasmus University Rotterdam
  • Climate Change Mitigation in Developing Countries: University of Cape Town
  • Innovation: From Creativity to Entrepreneurship Capstone: University of Illinois Urbana-Champaign
  • Project Lifecycle, Information Sharing, and Risk Management: SkillUp
  • Diseño Instruccional: Aprendizaje activo y Pedagogía digital: Tecnológico de Monterrey
  • Palliative Care: It's Not Just Hospice Anymore: University of Colorado System
  • Increasing Real Estate Management Profits: Harnessing Data Analytics: Duke University
  • Advanced Business Analytics Capstone: University of Colorado Boulder

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