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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: New
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    Status: Free Trial
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    E

    Edureka

    Generative AI for Customer Service Automation

    Skills you'll gain: Miro AI, Customer Engagement, Responsible AI, AI Product Strategy, No-Code Development, Customer experience improvement, Email Automation, Customer Service, Customer Analysis, Automation, Generative AI, Customer Data Management, Customer Communications Management, Customer Relationship Management (CRM) Software, Customer Support, Workflow Management, Artificial Intelligence, Customer and Client Support, Agentic systems, Ethical Standards And Conduct

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of Minnesota

    Recruiting, Hiring, and Onboarding Employees

    Skills you'll gain: Workforce Planning, Employee Onboarding, Recruitment, Recruitment Strategies, Full Cycle Recruitment, Talent Acquisition, Job Analysis, Human Resources, Employee Engagement, Talent Sourcing, Interviewing Skills, Decision Making, Diversity and Inclusion

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

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Interactive Brokers

    Fundamentals of Equities

    Skills you'll gain: Equities, Investments, Financial Statement Analysis, Financial Analysis, Balance Sheet, Financial Market, Business Metrics, Risk Management, Portfolio Management, Income Statement, Business Economics, Cash Flows

    4.3
    Rating, 4.3 out of 5 stars
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    409 reviews

    Beginner · Course · 1 - 4 Weeks

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    C

    Caltech

    Pricing Options with Mathematical Models

    Skills you'll gain: Derivatives, Financial Market, Mathematical Modeling, Financial Modeling, Credit Risk, Risk Management, Markov Model, Portfolio Management, Probability, Advanced Mathematics, Differential Equations, Applied Mathematics, Probability Distribution, Calculus

    4.7
    Rating, 4.7 out of 5 stars
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    38 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    Columbia University

    Advanced Topics in Derivative Pricing

    Skills you'll gain: Derivatives, Credit Risk, Financial Market, Portfolio Risk, Capital Markets, Risk Analysis, Risk Management, Market Dynamics, Portfolio Management, Financial Modeling, Operations Research, Mathematical Modeling, Probability Distribution, Applied Mathematics, Computer Programming

    4.4
    Rating, 4.4 out of 5 stars
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    30 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    J

    Johns Hopkins University

    Introduction to the Biology of Cancer

    Skills you'll gain: Oncology, Medical Imaging, Diagnostic Radiology, Molecular Biology, Clinical Trials, Radiation Therapy, Cell Biology, Treatment Planning, Pathology, Epidemiology, Biology, Risk Analysis, Surgery

    4.8
    Rating, 4.8 out of 5 stars
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    7.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    I

    IBM

    Computer Networks and Network Security

    Skills you'll gain: Networking Hardware, TCP/IP, Network Security, Network Protocols, Endpoint Detection and Response, Network Routing, Cybersecurity, Local Area Networks, Dynamic Host Configuration Protocol (DHCP), Firewall, General Networking, Information Systems Security, Intrusion Detection and Prevention, Endpoint Security, Network Infrastructure, Network Planning And Design, Wireless Networks, Security Information and Event Management (SIEM), Network Analysis, Data Loss Prevention

    4.7
    Rating, 4.7 out of 5 stars
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    3.5K reviews

    Intermediate · Course · 1 - 3 Months

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    Packt

    Dynamics 365 Business Central Development Quick Start

    Skills you'll gain: Enterprise Resource Planning, Microsoft Power Platform, Microsoft Azure, Development Environment, Application Deployment, Microsoft 365, Docker (Software), Virtual Environment, Software As A Service, Integrated Development Environments, Cloud Deployment, Serverless Computing, Git (Version Control System), Business Development

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Leeds

    Managing Major Engineering Projects

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, Engineering Management, Scope Management, Risk Management, Project Finance, Project Scoping, Program Management, Stakeholder Analysis, Project Management, Business Risk Management, Governance, Project Management Life Cycle, Project Performance, Contract Management, Financial Analysis, Project Risk Management, Project Implementation, Project Design, Return On Investment

    4.7
    Rating, 4.7 out of 5 stars
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    1.2K reviews

    Intermediate · Specialization · 3 - 6 Months

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    H

    HEC Paris

    Entrepreneurship Strategy: From Ideation to Exit

    Skills you'll gain: Ideation, Entrepreneurship, Innovation, Creativity, B2B Sales, Sales, Business Planning, Business Strategy, Business Development, Self-Awareness, Global Marketing, Human Resources, Fundraising and Crowdsourcing, Financial Analysis, Cash Management, Recruitment, Team Building

    4.7
    Rating, 4.7 out of 5 stars
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    1.2K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Habilidades Gerenciales

    Skills you'll gain: Delegation Skills, Supervision, Creative Thinking, Organizational Skills, Management Training And Development, Cognitive flexibility, Organizational Strategy, Leadership Development, Strategic Planning, Team Leadership, Leadership, Empathy & Emotional Intelligence, Critical Thinking and Problem Solving, Emotional Intelligence, Quality Management, Organizational Leadership, Time Management, Brainstorming, Business Planning, Coaching

    4.8
    Rating, 4.8 out of 5 stars
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    6.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
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    Packt

    Public Speaking for Beginners - Speak with Confidence

    Skills you'll gain: Growth Mindedness, Peer Review, Personal Attributes, Self-Awareness, Brainstorming, Prioritization

    Beginner · Course · 1 - 3 Months

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

  • Generative AI for Customer Service Automation : Edureka
  • Recruiting, Hiring, and Onboarding Employees: University of Minnesota
  • Fundamentals of Equities: Interactive Brokers
  • Pricing Options with Mathematical Models: Caltech
  • Advanced Topics in Derivative Pricing: Columbia University
  • Introduction to the Biology of Cancer: Johns Hopkins University
  • Computer Networks and Network Security: IBM
  • Dynamics 365 Business Central Development Quick Start: Packt
  • Managing Major Engineering Projects: University of Leeds
  • Entrepreneurship Strategy: From Ideation to Exit: HEC Paris

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