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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

    California Institute of the Arts

    Web Design: Strategy and Information Architecture

    Skills you'll gain: Information Architecture, Persona (User Experience), UI/UX Strategy, Web Design, User Experience, Wireframing, User Research, User Centered Design, Mockups, Usability Testing, Requirements Analysis, Target Audience, Agile Methodology

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Intermediate · Course · 1 - 3 Months

  • U

    University of Pennsylvania

    Application of AI, InsurTech, and Real Estate Technology

    Skills you'll gain: FinTech, Emerging Technologies, Market Analysis, Fraud detection, Real Estate, Real Time Data, Insurance, Property and Real Estate, Artificial Intelligence, Market Trend, Machine Learning, Commercial Real Estate, Financial Sales, Case Studies, Customer experience improvement, Automation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    588 reviews

    Mixed · Course · 1 - 4 Weeks

  • T

    The Hong Kong University of Science and Technology

    Software Engineering: Modeling Software Systems using UML

    Skills you'll gain: Requirements Analysis, Unified Modeling Language, Object Oriented Design, Functional Requirement, Data Modeling, Object Oriented Programming (OOP), Systems Development Life Cycle, System Requirements, Diagram Design, Software Development, Software Engineering, Software Systems, Model Evaluation, Project Planning, Project Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    368 reviews

    Intermediate · Course · 1 - 3 Months

  • G

    Goodwill Industries International

    Goodwill® Career Coach and Navigator

    Skills you'll gain: Constructive Feedback, Interviewing Skills, Communication, Coaching, Accountability, Client Services, Virtual Teams, Professional Development, Diversity and Inclusion, Client Support, Workforce Development, Recruitment, Ethical Standards And Conduct, Active Listening, Talent Pipelining, Needs Assessment, Employee Onboarding, Empathy, Human Centered Design, Gap Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    457 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • U

    University of Virginia

    Artificial Intelligence in Marketing

    Skills you'll gain: Marketing Strategies, Digital Transformation, AI Enablement, Marketing, Marketing Analytics, Data-Driven Decision-Making, Machine Learning Algorithms, Artificial Intelligence, Digital Marketing, Business Strategy, Case Studies, Competitive Analysis, Network Analysis, Customer experience improvement, Customer Engagement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    352 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of California, Irvine

    Trabaja inteligentemente, no más duro: Gestión del tiempo para la productividad personal y profesional

    Skills you'll gain: Time Management, Scheduling, Goal Setting, Prioritization, Productivity, Delegation Skills, Personal Development, Organizational Skills, Planning, Self-Awareness, Overcoming Obstacles, Expectation Management, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.8K reviews

    Mixed · Course · 1 - 4 Weeks

  • U

    University of Minnesota

    Managing Employee Performance

    Skills you'll gain: Performance Management, Performance Appraisal, Performance Review, Employee Performance Management, Constructive Feedback, People Management, Staff Management, Employee Engagement, Goal Setting, Culture

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.8K reviews

    Mixed · Course · 1 - 4 Weeks

  • E

    EDHEC Business School

    Advanced Portfolio Construction and Analysis with Python

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Financial Modeling, Return On Investment, Asset Management, Financial Market, Estimation, Statistical Methods, Python Programming, Risk Analysis, Time Series Analysis and Forecasting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    513 reviews

    Intermediate · Course · 1 - 4 Weeks

  • U

    University of California, Davis

    Managing as a Coach

    Skills you'll gain: Employee Coaching, Coaching, Leadership and Management, Team Management, Adaptability, Professional Development, People Development, Organizational Leadership, Leadership, Mentorship, Emotional Intelligence, Decision Making, Communication, Active Listening, Self-Awareness, Critical Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.3K reviews

    Mixed · Course · 1 - 4 Weeks

  • U

    University of Colorado Boulder

    Everyday Excel, Part 2

    Skills you'll gain: Regression Analysis, Microsoft Excel, Statistical Modeling, Excel Formulas, Financial Analysis, Predictive Modeling, Data Management, Financial Modeling, Data Analysis Expressions (DAX), Financial Forecasting, Process Optimization, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    572 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    University of Alberta

    Mountains 101

    Skills you'll gain: Hydrology, Physical Science, Biology, Water Resources, Environment and Resource Management, Cultural Diversity, Climate Change Adaptation, Environmental Science, Risk Management, Ancient History, Human Development, Physiology, World History

    4.9
    Rating, 4.9 out of 5 stars
    ·
    2.6K reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Construct Stock Market Indices

    Skills you'll gain: Market Data, Google Sheets, Data Import/Export, Equities, Financial Modeling, Financial Analysis, Financial Market

    4.5
    Rating, 4.5 out of 5 stars
    ·
    207 reviews

    Advanced · Guided Project · Less Than 2 Hours

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

  • Web Design: Strategy and Information Architecture: California Institute of the Arts
  • Application of AI, InsurTech, and Real Estate Technology: University of Pennsylvania
  • Software Engineering: Modeling Software Systems using UML: The Hong Kong University of Science and Technology
  • Goodwill® Career Coach and Navigator: Goodwill Industries International
  • Artificial Intelligence in Marketing: University of Virginia
  • Trabaja inteligentemente, no más duro: Gestión del tiempo para la productividad personal y profesional : University of California, Irvine
  • Managing Employee Performance: University of Minnesota
  • Advanced Portfolio Construction and Analysis with Python: EDHEC Business School
  • Managing as a Coach: University of California, Davis
  • Everyday Excel, Part 2: University of Colorado Boulder

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