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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
    T

    The Hong Kong University of Science and Technology

    FinTech: Finance Industry Transformation and Regulation

    Skills you'll gain: FinTech, Financial Regulation, Business Continuity Planning, Compliance Management, Disaster Recovery, Financial Regulations, Operational Risk, Bank Regulations, Risk Management, Business Risk Management, Financial Industry Regulatory Authorities, Financial Services, Governance, IT Management, Information Assurance, Market Trend, Internal Controls, Emerging Technologies, Banking, Blockchain

    4.7
    Rating, 4.7 out of 5 stars
    ·
    941 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Agile Project Coordination

    Skills you'll gain: Project Schedules, Workflow Management, Sprint Planning, Agile Project Management, Scrum (Software Development), Project Management, Project Planning, Strategic Communication, Project Documentation, Communication Strategies, Agile Methodology, Stakeholder Communications, Process Improvement, Team Management, Risk Management, Change Management, Performance Management, Resource Management, Cross-Functional Collaboration, Data-Driven Decision-Making

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Agile Project Management

    Skills you'll gain: Agile Project Management, Backlogs, Agile Methodology, User Story, Sprint Planning, Agile Product Development, Product Roadmaps, Sprint Retrospectives, Kanban Principles, Coaching, Team Management, Organizational Change, Prioritization, Problem Solving, Influencing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    ChatGPT: Master Free AI Tools to Supercharge Productivity

    Skills you'll gain: Prompt Engineering, Retrieval-Augmented Generation, Prompt Patterns, ChatGPT, Generative AI, LLM Application, Productivity, AI Personalization, AI Enablement, OpenAI, Artificial Intelligence, Large Language Modeling, Anthropic Claude, Expense Management, Productivity Software, Creativity, Verification And Validation, Communication, Planning, Marketing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    ChatGPT for Project Management - Leveraging AI for Success

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, Large Language Modeling, LLM Application, Productivity, Project Planning, OpenAI, AI Enablement, Generative AI, Risk Analysis, Timelines, Project Risk Management, Performance Metric, Project Schedules, Project Management, Artificial Intelligence, Key Performance Indicators (KPIs), Smart Goals, Taking Meeting Minutes

    4.8
    Rating, 4.8 out of 5 stars
    ·
    7.6K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Preparing for Google Cloud Certification: Cloud Network Engr

    Skills you'll gain: Application Performance Management, Distributed Denial-Of-Service (DDoS) Attacks, Google Cloud Platform, Cloud Infrastructure, Load Balancing, System Monitoring, Prompt Engineering, Kubernetes, Network Performance Management, Network Monitoring, Firewall, Cloud Computing Architecture, Containerization, Virtual Networking, Network Architecture, Network Planning And Design, Network Security, Cloud Storage, Network Routing, Virtual Private Networks (VPN)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    50K reviews

    Intermediate · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Narrative Economics

    Skills you'll gain: Behavioral Economics, Storytelling, Data Storytelling, Economics, Economic Development, Financial Forecasting, Forecasting, Socioeconomics, Social Studies, Consumer Behaviour, Analysis, Complex Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    874 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Land, Agriculture, and Alternative Investing

    Skills you'll gain: Wealth Management, Estate Planning, Portfolio Management, Real Estate, Investments, Financial Industry Regulatory Authorities, Commercial Real Estate, Regulatory Compliance, Asset Management, Tax Planning, Finance, Risk Management, Return On Investment, Financial Analysis, Business Strategies, Strategic Planning, Business, Data Management, Financial Statements, Failure Analysis

    4
    Rating, 4 out of 5 stars
    ·
    10 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Analyze and Mitigate Project Resource Overloads

    Skills you'll gain: Capacity Planning, Capacity Management, Data-Driven Decision-Making, Resource Planning, Resource Allocation, Project Coordination, Project Management, Resource Management, Performance Measurement, Business Communication, Risk Mitigation, Data Visualization, Spreadsheet Software, Stakeholder Communications

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    Google AI Essentials

    Skills you'll gain: Prompt Engineering, Large Language Modeling, Generative AI, AI Security, Gemini, AI Enablement, Google Workspace, Productivity Software, Artificial Intelligence and Machine Learning (AI/ML), LLM Application, Model Evaluation, AI Workflows, Workplace inclusivity, Social Impact, Operational Efficiency, Human Factors, Critical Thinking, Analysis, Data Security, Natural Language Processing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    18K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management Principles and Practices

    Skills you'll gain: Cost Estimation, Work Breakdown Structure, Project Risk Management, Project Schedules, Project Performance, Estimation, Project Planning, Communication Planning, Quality Management, Change Control, Timelines, Project Management, Milestones (Project Management), Planning, Peer Review, Budgeting, Scheduling, Risk Analysis, Project Implementation, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    31K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Decision-Making and Scenarios

    Skills you'll gain: Data-Driven Decision-Making, Forecasting, Financial Modeling, Financial Statements, Decision Making, Capital Budgeting, Financial Analysis, Return On Investment, Cash Flows, New Business Development, Risk Analysis, Income Statement, Balance Sheet, Spreadsheet Software

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.7K reviews

    Mixed · Course · 1 - 4 Weeks

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

  • FinTech: Finance Industry Transformation and Regulation: The Hong Kong University of Science and Technology
  • Agile Project Coordination: Coursera
  • Agile Project Management: Google
  • ChatGPT: Master Free AI Tools to Supercharge Productivity: Vanderbilt University
  • ChatGPT for Project Management - Leveraging AI for Success: Vanderbilt University
  • Preparing for Google Cloud Certification: Cloud Network Engr: Google Cloud
  • Narrative Economics: Yale University
  • Land, Agriculture, and Alternative Investing: University of Illinois Urbana-Champaign
  • Analyze and Mitigate Project Resource Overloads: Coursera
  • Google AI Essentials: Google

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