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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


  • Status: Free Trial
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    T

    Tecnológico de Monterrey

    Introducción a la gestión ágil de proyectos

    Skills you'll gain: Agile Project Management, Agile Methodology, Project Management Life Cycle, Sprint Planning, Team Management, Team Building, Kanban Principles, Project Management, Organizational Change, Change Management, Continuous Improvement Process

    4.8
    Rating, 4.8 out of 5 stars
    ·
    120 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    M

    Match Teacher Residency

    Учительський коучинг: сприяння розвитку сталих змін

    Skills you'll gain: Growth Mindedness, Constructive Feedback, Train The Trainer, Education and Training, Coaching, Optimism, Teaching, Pedagogy, Lifelong Learning, Instructional Strategies, Classroom Management, Open Mindset, Verbal Communication Skills, Goal Setting, Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
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    C

    Coursera

    GenAI in Insurance: Automating Claims & Risk Mitigation

    Skills you'll gain: Generative AI, Insurance, Decision Support Systems, AI Product Strategy, Expense Management, Responsible AI, Data Ethics, AI Enablement, Insurance Policies, Underwriting, AI Personalization, Operational Efficiency, Data-Driven Decision-Making, Claims Processing, Financial Services, Personalized Service, Business Process Automation, Automation, Risk Management, Analytics

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Fundos de Investimento

    Skills you'll gain: Investments, Portfolio Management, Financial Services, Wealth Management, Financial Regulation, Capital Markets, Financial Market, Tax Laws, Compliance Management

    4.7
    Rating, 4.7 out of 5 stars
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    7 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    S

    Starweaver

    Credit Analysis: Portfolio Management & Regulations

    Skills you'll gain: Credit Risk, Bank Regulations, Risk Mitigation, Derivatives, Portfolio Risk, Financial Regulation, Financial Market, Capital Markets, Risk Management, Regulatory Compliance, Financial Services, Portfolio Management, Risk Analysis, Financial Analysis, Investments, Compliance Management, Business Valuation, Analysis, Microsoft Excel

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    Alfaisal University | KLD

    ما هي الإدارة ولماذا نحتاج إليها |What and Why of Management

    Skills you'll gain: Business Management, Leadership and Management, Business Administration, People Management, Performance Management, Organizational Structure, Organizational Effectiveness, Goal Setting, Administrative Support, Leadership, Human Resources

    4.9
    Rating, 4.9 out of 5 stars
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    286 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Create Engaging Video with Google Vids

    Skills you'll gain: Storytelling, Video Production, Video Editing, Google Gemini, Generative AI, Multimedia, Media Production, Google Workspace

    4.4
    Rating, 4.4 out of 5 stars
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    68 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Build a Budget and Analyze Variance using Google Sheets

    Skills you'll gain: Google Sheets, Proposal Development, Variance Analysis, Trend Analysis, Budget Management, Budgeting, Spreadsheet Software, Management Reporting, Presentations, Financial Acumen, Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    79 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Use Tableau for Your Data Science Workflow

    Skills you'll gain: Data Storytelling, Dashboard, Data Presentation, Data Visualization Software, Interactive Data Visualization, Statistical Visualization, Plot (Graphics), Tableau Software, Data Ethics, Exploratory Data Analysis, Scatter Plots, Descriptive Statistics, Heat Maps, Data Analysis, Descriptive Analytics, Geospatial Information and Technology, Histogram, Analytical Skills, Application Deployment, Network Analysis

    3.9
    Rating, 3.9 out of 5 stars
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    30 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
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    U

    University of Michigan

    Making Successful Decisions through the Strategy, Law & Ethics Model

    Skills you'll gain: Intellectual Property, Strategic Decision-Making, Decision Making, Arbitration, Mediation, Business Ethics, Leadership, Law, Regulation, and Compliance, Business Strategy, Talent Acquisition, Contract Management, Innovation, Regulatory Compliance, Human Resources, Product Development, Business Risk Management, Business Modeling

    4.7
    Rating, 4.7 out of 5 stars
    ·
    448 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Investing: Industry Impacts & Transformations

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Market, Sustainability Standards, Market Trend, Market Analysis, Corporate Sustainability, Governance, Investment Management, Sustainable Business, Transportation Operations, Oil and Gas, Portfolio Management, Credit Risk, Business Transformation, Emerging Technologies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    25 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    LearnQuest

    Introduction to Java Enterprise Edition (EE)

    Skills you'll gain: Java Platform Enterprise Edition (J2EE), Application Deployment, Web Applications, Application Servers, Java, Web Servers, Java Programming, Web Development, Server Side, Application Frameworks

    4.6
    Rating, 4.6 out of 5 stars
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    78 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Introducción a la gestión ágil de proyectos: Tecnológico de Monterrey
  • Учительський коучинг: сприяння розвитку сталих змін: Match Teacher Residency
  • GenAI in Insurance: Automating Claims & Risk Mitigation: Coursera
  • Fundos de Investimento: Fundação Instituto de Administração
  • Credit Analysis: Portfolio Management & Regulations: Starweaver
  • ما هي الإدارة ولماذا نحتاج إليها |What and Why of Management: Alfaisal University | KLD
  • Create Engaging Video with Google Vids: Google Cloud
  • Build a Budget and Analyze Variance using Google Sheets: Coursera
  • Use Tableau for Your Data Science Workflow: University of California, Irvine
  • Making Successful Decisions through the Strategy, Law & Ethics Model: University of Michigan

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