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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
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Corporate Finance II: Financing Investments and Managing Risk

    Skills you'll gain: Credit Risk, Corporate Finance, Mergers & Acquisitions, Financial Management, Risk Management, Financial Market, Equities, Derivatives, Private Equity, Financial Analysis, Capital Budgeting, Governance

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    889 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    P

    Packt

    Manufacturing & Engineering

    Skills you'll gain: Labor Compliance, Industrial Engineering, Manufacturing and Production, Production Process, Team Management, Manufacturing Processes, Communication Strategies, Engineering

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Innovation: From Creativity to Entrepreneurship

    Skills you'll gain: Entrepreneurship, Strategic Decision-Making, Innovation, Creativity, Team Management, Creative Problem-Solving, Ideation, Technology Strategies, Creative Thinking, Business Modeling, Strategic Thinking, Value Propositions, Collaboration, Business Planning, Strategic Planning, New Product Development, Cognitive flexibility, Entrepreneurial Finance, Open Mindset, Leadership

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    MedCerts

    Electronic Health Record/Reimbursement Fundamentals

    Skills you'll gain: Professionalism, Payment Processing and Collection, Care Management, Patient Communication, Medical Coding, Patient-centered Care, Healthcare Ethics, Medicare, Professional Development, Data Integrity, Interpersonal Communications, Empathy, Teamwork, Ethical Standards And Conduct, Conflict Management, Interoperability, Cultural Responsiveness, Emotional Intelligence, Communication, Time Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    955 reviews

    Beginner · Specialization · 3 - 6 Months

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

    Coursera

    Strategic AI Governance

    Skills you'll gain: Responsible AI, Threat Modeling, MLOps (Machine Learning Operations), Security Testing, Secure Coding, Cost Management, Data Ethics, Data Governance, Experimentation, Prompt Engineering, Application Security, CI/CD, Automation, Financial Forecasting, Compliance Management, Governance, Technical Documentation, Vulnerability Assessments, Risk Management, Stakeholder Communications

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Build and Test Java Applications Using TestNG

    Skills you'll gain: Java, Data Validation, Object Oriented Programming (OOP), Test Automation, Application Development, Software Testing, Test Case, Data Modeling, User Interface (UI), Business Logic, Maintainability, Debugging

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    N

    Niel Asher Education

    Somatic Therapy and Body-Based Healing

    Skills you'll gain: Manual Therapy, Mindfulness, Self-Awareness, Empathy & Emotional Intelligence, Physical Therapy, Cognitive Behavioral Therapy, Rehabilitation, Psychotherapy, Patient Communication, Mental Health Therapies, Athletic Training, Stress Management, Coaching, Communication, Intravenous Therapy

    Intermediate · Course · 1 - 4 Weeks

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

    Coursera

    Optimize Backlogs and Jira Readiness

    Skills you'll gain: Backlogs, Jira (Software), Sprint Planning, Agile Methodology, Agile Product Development, User Story, Process Development, Data-Driven Decision-Making, Workflow Management, Prioritization, Key Performance Indicators (KPIs), Process Design, Continuous Improvement Process, Project Estimation, Quality Assurance, Standard Operating Procedure

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Six Sigma and the Organization (Advanced)

    Skills you'll gain: Quality Improvement, Lean Six Sigma, Lean Methodologies, Six Sigma Methodology, Process Improvement, Lean Manufacturing, Process Capability, Process Analysis, Continuous Improvement Process, Project Planning, Benchmarking, Root Cause Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.8K reviews

    Intermediate · Course · 1 - 3 Months

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

    Coursera

    Monitor, Scale and Backup Your AI App

    Skills you'll gain: Site Reliability Engineering, Scalability, Performance Analysis, Data Maintenance, Analytics, Event Monitoring, Service Level Agreement, System Support, Performance Review

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    L

    Logical Operations

    Microsoft Visio 2019–2024: Part 1

    Skills you'll gain: Microsoft Visio, Process Flow Diagrams, Diagram Design, Workflow Management, Schematic Diagrams, Infographics, Network Planning And Design, Graphic and Visual Design Software, User Flows, Visual Design, Graphic and Visual Design, Microsoft Office, Graphical Tools, Organizational Structure, Graphic Design

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    Salesforce Agents: Building AI-Powered Automations

    Skills you'll gain: Salesforce, Business Process Automation, Agentic Workflows, Generative AI Agents, AI Enablement, Salesforce Development, Automation, AI Product Strategy, Business Workflow Analysis, Process Optimization, Responsible AI, Customer experience improvement, Case Studies, Scalability, Organizational Change, Performance Measurement

    Intermediate · Course · 1 - 4 Weeks

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

  • Corporate Finance II: Financing Investments and Managing Risk: University of Illinois Urbana-Champaign
  • Manufacturing & Engineering: Packt
  • Innovation: From Creativity to Entrepreneurship: University of Illinois Urbana-Champaign
  • Electronic Health Record/Reimbursement Fundamentals: MedCerts
  • Strategic AI Governance: Coursera
  • Build and Test Java Applications Using TestNG: EDUCBA
  • Somatic Therapy and Body-Based Healing: Niel Asher Education
  • Optimize Backlogs and Jira Readiness: Coursera
  • Six Sigma and the Organization (Advanced): Kennesaw State University
  • Monitor, Scale and Backup Your AI App: Coursera

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