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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


  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Leveraging Technology to Achieve Results

    Skills you'll gain: Enterprise Resource Planning, Procurement, Purchasing, Robotic Process Automation, Supply Chain Systems, Business Systems, Business Process Automation, Technology Solutions, Operational Efficiency, AI Enablement, Digital Transformation, Automation, Business Process Improvement, Cost Reduction

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    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
    ·
    108 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    MV Substation - An industrial approach (PART-A)

    Skills you'll gain: Electrical Substation, Control Systems, Electrical Systems, High Voltage, Electrical Equipment, Electric Power Systems, Low Voltage, Electrical Power, Electrical Safety, Basic Electrical Systems, Three-Phase, Wiring Diagram, Schematic Diagrams, Technical Standard, Construction

    4.9
    Rating, 4.9 out of 5 stars
    ·
    75 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    E

    ESSEC Business School

    Companies and climate change

    Skills you'll gain: Sustainable Business, Corporate Sustainability, Environmental Social And Corporate Governance (ESG), Climate Change Mitigation, Environmental Management Systems, Business Transformation, Business Strategy, Corporate Finance, Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    134 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Riscos Financeiros (Crédito, Mercado e Liquidez)

    Skills you'll gain: Portfolio Management, Credit Risk, Risk Management, Financial Market, Investments, Market Liquidity, Risk Analysis, Financial Analysis, Capital Markets, Performance Measurement, Probability & Statistics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Creating Engaging Content for YouTube

    Skills you'll gain: Video Production, Web Analytics and SEO, Media Production, Driving engagement, Content Strategy, Video Editing, Content Performance Analysis, Content Creation, Web Content, Live Streaming, Storytelling, Scripting

    4
    Rating, 4 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    T

    Tufts University

    Building a Healthy Plate

    Skills you'll gain: Nutrition and Diet, Nutrition Education, Nutritional Assessment, Meal Planning And Preparation, Health Education

    4.8
    Rating, 4.8 out of 5 stars
    ·
    168 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    GenAI in Insurance: Automating Claims & Risk Mitigation

    Skills you'll gain: Generative AI, Insurance, Decision Support Systems, AI Product Strategy, Expense Management, Responsible AI, Data Ethics, AI Enablement, Insurance Policies, Underwriting, AI Personalization, Operational Efficiency, Data-Driven Decision-Making, Claims Processing, Financial Services, Personalized Service, Business Process Automation, Automation, Risk Management, Analytics

    Intermediate · Course · 1 - 4 Weeks

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

    Packt

    Product Management

    Skills you'll gain: Backlogs, Product Roadmaps, Sprint Planning, Agile Methodology, Product Management, AI Product Strategy, Wireframing, A/B Testing, Agile Product Development, Microsoft Teams, Product Strategy, Product Planning, Jira (Software), Product Requirements, Estimation, Project Management, Agile Project Management, ChatGPT, Kanban Principles, User Story

    3.9
    Rating, 3.9 out of 5 stars
    ·
    9 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Advanced Leadership Skills for the 21st Century

    Skills you'll gain: Leadership Development, Crisis Management, Strategic Leadership, Organizational Change, Leadership, Organizational Leadership, Leadership and Management, Team Leadership, Business Leadership, Change Management, Diversity and Inclusion, Diversity Equity and Inclusion Initiatives, Visionary, Team Management, Team Building, Dealing With Ambiguity, Organizational Strategy, Coaching, Professional Development, Employee Performance Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    76 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Michigan

    إدارة المواهب

    Skills you'll gain: Performance Appraisal, Talent Management, Recruitment Strategies, Workforce Development, Employee Training, Recruitment, Constructive Feedback, Succession Planning, Human Resource Strategy, Talent Pipelining, Employee Performance Management, Performance Management, Leadership Development, Talent Acquisition, Employee Engagement, Organizational Structure, Branding

    4.9
    Rating, 4.9 out of 5 stars
    ·
    34 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free
    Free
    D

    DeepLearning.AI

    Knowledge Graphs for RAG

    Skills you'll gain: Retrieval-Augmented Generation, LLM Application, LangChain, Large Language Modeling, Embeddings, Query Languages, Vector Databases, Data Storage, Semantic Web, Unstructured Data, Graph Theory

    4.7
    Rating, 4.7 out of 5 stars
    ·
    90 reviews

    Intermediate · Project · Less Than 2 Hours

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

  • Leveraging Technology to Achieve Results: Rutgers the State University of New Jersey
  • L'investissement à impact : lever ou investir des fonds: ESSEC Business School
  • MV Substation - An industrial approach (PART-A): L&T EduTech
  • Companies and climate change: ESSEC Business School
  • Riscos Financeiros (Crédito, Mercado e Liquidez): Fundação Instituto de Administração
  • Creating Engaging Content for YouTube: Coursera
  • Building a Healthy Plate: Tufts University
  • GenAI in Insurance: Automating Claims & Risk Mitigation: Coursera
  • Product Management: Packt
  • Advanced Leadership Skills for the 21st Century: Kennesaw State University

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