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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Lending, Crowdfunding, and Modern Investing

    Skills you'll gain: FinTech, Portfolio Management, Consumer Lending, Return On Investment, Lending and Underwriting, Financial Services, Risk Analysis, Investments, Fundraising and Crowdsourcing, Financial Market, Asset Management, Case Studies, Wealth Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    589 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    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
    ·
    30 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    Universidad Austral

    Finanzas Corporativas

    Skills you'll gain: Financial Statement Analysis, Financial Modeling, Corporate Finance, Finance, Financial Management, Financial Analysis, Income Statement, Balance Sheet, Capital Budgeting, Risk Analysis, Risk Management, Investment Management, Financial Forecasting, Cash Flows, Cost Benefit Analysis, Return On Investment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    524 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Investment Strategies and Portfolio Analysis

    Skills you'll gain: Portfolio Management, Investment Management, Performance Measurement, Performance Analysis, Return On Investment, Investments, Financial Market, Financial Analysis, Risk Analysis, Benchmarking, Statistical Analysis

    4.2
    Rating, 4.2 out of 5 stars
    ·
    279 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    Northwestern University

    Social Media Marketing

    Skills you'll gain: Marketing Budgets, Blogs, Social Media Marketing, Integrated Marketing Communications, Social Media, Peer Review, Key Performance Indicators (KPIs), Social Media Strategy, Real Time Data, Marketing Effectiveness, Content Marketing, Strategic Marketing, Marketing Strategies, Social Media Content, Marketing, Target Audience, Digital Transformation, Analytics, Digital Marketing, ChatGPT

    4.6
    Rating, 4.6 out of 5 stars
    ·
    5.5K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    M

    Microsoft

    Microsoft Project Management: Build Job-Ready Skills

    Skills you'll gain: Stakeholder Management, Team Management, Stakeholder Analysis, Virtual Teams, Scheduling, Conflict Management, Project Schedules, Project Management Life Cycle, Project Management, Risk Mitigation, Teamwork, Project Management Office (PMO), Procurement, Project Coordination, Kanban Principles, Performance Measurement, Risk Management, Communication, Planning, Budgeting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    699 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Análisis Financiero

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Capital Budgeting, Project Finance, Cash Flows, Return On Investment, Financial Modeling, Cash Management, Investment Management, Working Capital, Capital Markets, Equities, Bankruptcies, Corporate Finance, Corporate Tax, Tax

    4.9
    Rating, 4.9 out of 5 stars
    ·
    708 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    N

    New York University

    Reinforcement Learning in Finance

    Skills you'll gain: Reinforcement Learning, Financial Trading, Financial Market, Derivatives, Markov Model, Machine Learning Methods, Financial Modeling, Securities Trading, Portfolio Management, Risk Management, Market Dynamics

    3.6
    Rating, 3.6 out of 5 stars
    ·
    134 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Decisiones Financieras

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Portfolio Management, Financial Accounting, Income Statement, Investments, Financial Analysis, Balance Sheet, Business Valuation, Financial Market, Risk Management, Cash Management, Financial Trading, Working Capital, Accrual Accounting, Capital Markets, Asset Management, Cash Flows, Capital Budgeting, Securities (Finance)

    4.8
    Rating, 4.8 out of 5 stars
    ·
    268 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Connected Leadership

    Skills you'll gain: Systems Thinking, Strategic Leadership, Leadership, Team Leadership, Team Building, Team Management, Leadership and Management, Visionary, Time Management, Prioritization, Planning, Emotional Intelligence, Personal Development, Self-Awareness, Goal Setting, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    767 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    D

    Duke University

    Renewable Energy and Green Building Entrepreneurship

    Skills you'll gain: Innovation, Entrepreneurship, Team Building, Business Modeling, Environmental Issue, Business Planning, New Business Development, Sustainable Business, Environmental Social And Corporate Governance (ESG), Sustainable Development, Business Development, Action Oriented, Stakeholder Engagement, Case Studies, Market Opportunities

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.9K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    New Venture Finance: Startup Funding for Entrepreneurs

    Skills you'll gain: Entrepreneurial Finance, Sales Presentation, Entrepreneurship, Capital Markets, Finance, Fundraising, Private Equity, Business Valuation, Contract Negotiation, Financial Modeling, Investments, Due Diligence, Business Planning, Cash Flows, Presentations, Storytelling

    4.6
    Rating, 4.6 out of 5 stars
    ·
    495 reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Lending, Crowdfunding, and Modern Investing: University of Pennsylvania
  • Advanced Topics in Derivative Pricing: Columbia University
  • Finanzas Corporativas: Universidad Austral
  • Investment Strategies and Portfolio Analysis: Rice University
  • Social Media Marketing: Northwestern University
  • Microsoft Project Management: Build Job-Ready Skills: Microsoft
  • Análisis Financiero: Pontificia Universidad Católica de Chile
  • Reinforcement Learning in Finance: New York University
  • Decisiones Financieras: Pontificia Universidad Católica de Chile
  • Connected Leadership: Yale University

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