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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.

Popular Financial Planning Courses and Certifications


  • I

    IESE Business School

    Analysis of Business Problems

    Skills you'll gain: Business Analytics, Business Analysis, Financial Analysis, Strategic Decision-Making, Business Strategy, Strategic Thinking, Analytical Skills, Data-Driven Decision-Making, Complex Problem Solving, Analysis, Case Studies, Marketing, Consumer Behaviour, Decision Making, Organizational Effectiveness, Working Capital, Branding

    ★ 4.7 (160) · Mixed · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • C

    Corporate Finance Institute

    Python Fundamentals

    Skills you'll gain: Data Visualization, Matplotlib, Data Presentation, Plot (Graphics), Financial Data, Exploratory Data Analysis, Data Storytelling, Statistical Methods, Pandas (Python Package), Financial Analysis, Data Visualization Software, Statistical Analysis, Data Manipulation, NumPy, Seaborn, Data Analysis, Case Studies, Data Wrangling, Data Science, Data Transformation

    ★ 4.9 (13) · Advanced · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • E

    ESSEC Business School

    Basics of entrepreneurship: thinking and doing

    Skills you'll gain: Business Modeling, Entrepreneurship, Business Planning, Risk Management, Teamwork, Design Thinking, Ideation, Innovation, New Business Development, Adaptability, Lean Methodologies

    ★ 4.7 (141) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • S

    Stanford University

    Cooking for Busy Healthy People

    Skills you'll gain: Cooking, Nutrition and Diet, Meal Planning And Preparation, Resourcefulness, Nutrition Education, Food and Beverage, Adaptability, Innovation

    ★ 4.6 (177) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • T

    The Hong Kong University of Science and Technology

    Software Engineering: Implementation and Testing

    Skills you'll gain: White-Box Testing, Acceptance Testing, Software Development Methodologies, Configuration Management, Debugging, Systems Development Life Cycle, Software Development Life Cycle, Software Testing, Software Development, Software Engineering, Unified Modeling Language, Software Quality Assurance, Software Configuration Management, User Acceptance Testing (UAT), System Design and Implementation, Change Control, Test Case, Requirements Analysis, Waterfall Methodology, Project Management

    ★ 4.7 (148) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    Universidad Nacional Autónoma de México

    Actualización en el manejo del paciente con diabetes mellitus tipo 2

    Skills you'll gain: Chronic Diseases, Pharmacotherapy, Pharmacology, Nephrology, Medication Therapy Management, Hospital Medicine, Medical Nutrition Therapy, Patient Treatment, Treatment Planning, Medical Management, Internal Medicine, Care Management, Endocrinology, Nutrition Education, Nutrition and Diet, Preventative Care

    ★ 4.9 (1.5K) · Mixed · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • T

    The University of Melbourne

    Alternative Approaches to Valuation and Investment

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Portfolio Risk, Investments, Investment Management, Financial Statements, Business Valuation, Capital Budgeting, Portfolio Management, Risk Modeling, Return On Investment, Risk Management, Finance, Risk Analysis, Financial Market, Risk Appetite, Corporate Finance, Cost Estimation, Decision Making, Correlation Analysis

    ★ 4.7 (320) · Mixed · Course · 1 - 4 Weeks

  • U

    University of California, Irvine

    Security Governance & Compliance

    Skills you'll gain: Security Strategy, Cyber Governance, Threat Management, Security Management, Cyber Risk, Compliance Management, Risk Management, Regulatory Compliance, Cyber Security Policies, Cybersecurity, Law, Regulation, and Compliance, Cyber Security Strategy, Governance, Security Controls, Procedure Development, Regulation and Legal Compliance, Program Standards, Regulatory Requirements

    ★ 4.7 (178) · Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • B

    Board Infinity

    Generative AI in Finance

    Skills you'll gain: Responsible AI, Generative Model Architectures, Fraud detection, Generative Adversarial Networks (GANs), Financial Regulation, Bank Regulations, Financial Analysis, Risk Modeling, Financial Regulations, AI literacy, Lending and Underwriting, LLM Application, Predictive Analytics, Financial Reporting

    ★ 4 (13) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • C

    Corporate Finance Institute

    Introduction to Banking

    Skills you'll gain: Banking Services, Financial Statement Analysis, Banking, Financial Analysis, Financial Statements, Retail Banking, Commercial Banking, Financial Services, Balance Sheet, Customer Analysis, Income Statement, General Lending, Lending and Underwriting, Investment Banking, Target Market

    ★ 4.6 (105) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • W

    Workday

    Workday Human Capital Management for Business Users

    Skills you'll gain: Workday (Software), Human Resources Software, Human Capital, HR Tech, Benefits Enrollment Processes, Human Resources Information System (HRIS), People Analytics, Learning Management Systems, Human Resource Management, Workflow Management, Staff Management, Business Reporting, Management Reporting, Ad Hoc Reporting, Training Programs, Business Process, Workforce Planning, Compensation Analysis, Data Entry

    ★ 4.7 (146) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • C

    Coursera

    Creating a Budget with Microsoft Excel

    Skills you'll gain: Budgeting, Microsoft Excel, Budget Management, Excel Formulas, Spreadsheet Software, Financial Data, Microsoft Office

    ★ 4.5 (639) · Intermediate · Guided Project · Less Than 2 Hours

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

  • Analysis of Business Problems: IESE Business School
  • Python Fundamentals: Corporate Finance Institute
  • Basics of entrepreneurship: thinking and doing: ESSEC Business School
  • Cooking for Busy Healthy People: Stanford University
  • Software Engineering: Implementation and Testing: The Hong Kong University of Science and Technology
  • Actualización en el manejo del paciente con diabetes mellitus tipo 2: Universidad Nacional Autónoma de México
  • Alternative Approaches to Valuation and Investment: The University of Melbourne
  • Security Governance & Compliance: University of California, Irvine
  • Generative AI in Finance: Board Infinity
  • Introduction to Banking: Corporate Finance Institute

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