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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


  • P

    Packt

    Agile Project Management

    Skills you'll gain: User Story, Stakeholder Management, Sprint Planning, Agile Project Management, Kanban Principles, Scrum (Software Development), Agile Methodology, Stakeholder Engagement, Backlogs, Sprint Retrospectives, Stakeholder Analysis, Project Management, Product Requirements, Release Management, Project Schedules, Continuous Improvement Process, Prioritization, Estimation

    Beginner · Course · 3 - 6 Months

  • Status: Preview
    Preview
    R

    Rutgers the State University of New Jersey

    AI Concepts and Strategy

    Skills you'll gain: Generative AI, Artificial Intelligence, AI Product Strategy, Data Ethics, Responsible AI, Large Language Modeling, Strategic Thinking, Risk Management, Natural Language Processing, Machine Learning Methods

    4.6
    Rating, 4.6 out of 5 stars
    ·
    18 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Product Owner: Essential Skills and Tools for Innovation

    Skills you'll gain: AI Product Strategy, Backlogs, Agile Product Development, Product Roadmaps, Product Strategy, Sprint Planning, Product Management, User Story, Product Lifecycle Management, Product Requirements, Scaled Agile Framework, Lean Methodologies, Prioritization, Business Priorities, Release Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    32 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Capital Markets: Analyze, Evaluate & Invest

    Skills you'll gain: Capital Markets, Financial Market, Investments, Derivatives, Equities, Financial Trading, Financial Regulation, Securities Trading, Market Dynamics, Portfolio Management

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Selecting the Right Customer & Channel

    Skills you'll gain: Customer Retention, Customer Acquisition Management, Customer Analysis, Marketing Channel, Customer Engagement, Loyalty Programs, Customer Insights, Customer Relationship Management, Business-To-Consumer, Cross-Channel Marketing, Marketing Effectiveness, Consumer Behaviour, B2B Sales, Target Market, Operating Cost, Strategic Marketing, Business Metrics, Market Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    AI Business School

    AI for Marketing

    Skills you'll gain: Prompt Engineering, Agentic Workflows, Agentic systems, AI Workflows, Generative AI, No-Code Development, Responsible AI, Risk Management, Generative AI Agents, AI Personalization, AI Enablement, Marketing Automation, Project Design, Training Programs, LLM Application, Digital Transformation, Artificial Intelligence, Ideation, Innovation, Productivity

    4
    Rating, 4 out of 5 stars
    ·
    6 reviews

    Beginner · Specialization · 1 - 3 Months

  • G

    Google Cloud

    Google Apps Script: Access Google Sheets, Maps & Gmail in 4 Lines of Code

    Skills you'll gain: Email Automation, Scripting, Google Workspace, Gmail, Web Development Tools, Javascript, Google Cloud Platform, Spreadsheet Software, Web Development

    4.1
    Rating, 4.1 out of 5 stars
    ·
    18 reviews

    Beginner · Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Portfolio Managers: Smarter Asset Allocation

    Skills you'll gain: Portfolio Management, Responsible AI, Asset Management, Portfolio Risk, AI Enablement, Investment Management, Generative AI, AI Personalization, Financial Services, Artificial Intelligence, ChatGPT, Risk Management, Risk Analysis, Continuous Monitoring, Real Time Data, Correlation Analysis

    Intermediate · Course · 1 - 4 Weeks

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

    Pearson

    PMP Certification: Unit 2

    Skills you'll gain: Scope Management, Project Schedules, Project Scoping, Scheduling, Requirements Management, Resource Allocation, Project Planning, Sprint Planning, Project Management, Work Breakdown Structure, Agile Methodology, Project Estimation, Agile Project Management, Change Control, Dependency Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    P

    Parsons School of Design, The New School

    Economics: Society, Markets, and [In]equality

    Skills you'll gain: Economics, Policy, and Social Studies, Socioeconomics, Economics, Market Dynamics, Social Justice, Economic Development, Labor Relations, Sustainable Development, International Relations, World History, Global Marketing, Behavioral Economics, Innovation, Leadership, Critical Thinking, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    55 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Akamai Technologies, Inc.

    Introduction to IT Security

    Skills you'll gain: Endpoint Security, Incident Response, Network Security, Vulnerability Scanning, Computer Security Incident Management, Security Management, Penetration Testing, Cybersecurity, Authentications, Vulnerability Assessments, Encryption, Firewall, Identity and Access Management, Hardening, Threat Detection, Disaster Recovery, Public Key Infrastructure, Mobile Security, Risk Management Framework, Risk Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    21 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Skillshare

    Career Skills to Become a Professional 3D Animator

    Skills you'll gain: Constructive Feedback, 3D Assets, Cooperation, Autodesk Maya, Contract Negotiation, Entrepreneurship, Animations, Animation and Game Design, Growth Strategies, Invoicing, Collaboration, 3D Modeling, Professional Development, Professionalism, Goal Setting, Stress Management, Rapport Building, Planning, Customer Acquisition Management, LinkedIn

    Beginner · Specialization · 3 - 6 Months

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

  • Agile Project Management: Packt
  • AI Concepts and Strategy: Rutgers the State University of New Jersey
  • Product Owner: Essential Skills and Tools for Innovation: SkillUp
  • Capital Markets: Analyze, Evaluate & Invest: EDUCBA
  • Selecting the Right Customer & Channel : University of Maryland, College Park
  • AI for Marketing: AI Business School
  • Google Apps Script: Access Google Sheets, Maps & Gmail in 4 Lines of Code: Google Cloud
  • GenAI for Portfolio Managers: Smarter Asset Allocation: Coursera
  • PMP Certification: Unit 2: Pearson
  • Economics: Society, Markets, and [In]equality: Parsons School of Design, The New School

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