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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

    Indian School of Business

    Creating a Portfolio

    Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Trading, Investment Management, Performance Analysis, Financial Market, Securities Trading, Performance Measurement, Investments, Return On Investment, Risk Mitigation, Market Dynamics, Text Mining, Financial Regulations, Risk Management, Financial Regulation, Compliance Management, Risk Analysis, Regulatory Requirements, Benchmarking

    ★ 4.5 (322) · Beginner · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Strategic Management Concepts and Business Strategy

    Mixed · Course · 1 - 3 Months

  • C

    Columbia University

    Optimization Methods in Asset Management

    Skills you'll gain: Portfolio Management, Investment Management, Portfolio Risk, Asset Management, Investments, Risk Modeling, Estimation, Market Liquidity, Risk Management, Financial Market, Financial Trading, Model Optimization, Equities, Securities (Finance), Statistical Methods, Risk Analysis, Securities Trading, Market Dynamics, Sampling (Statistics), Financial Analysis

    ★ 4.6 (47) · Intermediate · Course · 1 - 3 Months

  • L

    LearnKartS

    Project Management Fundamentals

    Skills you'll gain: Project Management, Project Management Office (PMO), Project Implementation, Process Management, Project Planning, Interpersonal Communications

    ★ 4.6 (347) · Intermediate · Course · 1 - 4 Weeks

  • M

    Microsoft

    Foundations of AI and Machine Learning

    Skills you'll gain: Model Deployment, Data Management, Artificial Intelligence and Machine Learning (AI/ML), Infrastructure Architecture, Data Infrastructure, AI Integrations, MLOps (Machine Learning Operations), Application Deployment, AI Workflows, Model Evaluation, Data Cleansing, Artificial Intelligence, Data Security, Application Frameworks, Machine Learning, Data Preprocessing, Data Pipelines, Scalability

    ★ 4.5 (263) · Intermediate · Course · 1 - 3 Months

  • U

    University of Michigan

    Mindware: Critical Thinking for the Information Age

    Skills you'll gain: Logical Reasoning, Data Analysis, Deductive Reasoning, Analytical Skills, Analysis, Experimentation, Critical Thinking, Data Literacy, Critical Thinking and Problem Solving, Statistical Methods, Bayesian Statistics, Science and Research, Research Design, Behavioral Economics, Decision Making, Cognitive flexibility, Regression Analysis, Statistical Inference, Forecasting, Adaptability

    ★ 4.8 (1.4K) · Beginner · Course · 1 - 3 Months

  • S

    Stanford University

    Evaluations of AI Applications in Healthcare

    Skills you'll gain: Healthcare Ethics, Data Ethics, Responsible AI, Clinical Research Ethics, Health Technology, Healthcare Industry Knowledge, AI Integrations, Clinical Assessment, Health Equity, Health Disparities, Regulatory Compliance, Application Deployment, Continuous Monitoring, Decision Support Systems, Predictive Modeling

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

  • E

    EDUCBA

    International Marketing and Market Research

    Skills you'll gain: Global Marketing, Intercultural Competence, Cultural Diversity, Cultural Sensitivity, Market Research, International Finance, Diversity Awareness, Market Analysis, Consumer Behaviour, Culture, Strategic Marketing, Strategic Decision-Making, Marketing, Human Resource Strategy, Organizational Strategy, International Relations, Market Intelligence, Organizational Structure, Human Resources, Regulation and Legal Compliance

    Mixed · Course · 1 - 4 Weeks

  • U

    University of Cambridge

    Foundations of Finance

    Skills you'll gain: Cash Flow Forecasting, Cash Management, Financial Reporting, Cash Flows, Finance, General Finance, Financial Management, Financial Acumen, Financial Planning, Financial Statements, Management Reporting, Risk Management, Annual Reports, Return On Investment, Business Risk Management, Investment Management, Balance Sheet, Asset Management, Income Statement, Loans

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

  • U

    University of Pennsylvania

    Applying to U.S. Universities

    Skills you'll gain: Self-Awareness, Research, Personal Development, Higher Education, Planning, Strategic Planning, Decision Making, Organizational Skills

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

  • R

    Rice University

    Engineering Project Management: Scope, Time and Cost Management

    Skills you'll gain: Cost Estimation, Project Scoping, Cost Management, Scope Management, Project Estimation, Project Schedules, Earned Value Management, Scheduling, Change Control, Work Breakdown Structure, Project Controls, Estimation, Requirements Management, Timelines, Change Management, Budget Management, Project Management, Planning, Project Documentation, Project Performance

    ★ 4.8 (1.4K) · Beginner · Course · 1 - 3 Months

  • A
    A

    Multiple educators

    Real-World AI for Everyone

    Skills you'll gain: AI literacy, Retrieval-Augmented Generation, AI powered creativity, AI Product Strategy, Productivity Software, Generative AI, AI Personalization, Artificial Intelligence and Machine Learning (AI/ML), Responsible AI, Business Communication, Productivity, Operational Efficiency, Administration, Business Operations, Planning, Project Planning, Business Planning, Project Management, Business Administration, Business

    ★ 4.7 (71) · Beginner · Specialization · 1 - 3 Months

    Category: Hot New Release
    Hot New Release
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In summary, here are 10 of our most popular financial planning courses

  • Creating a Portfolio : Indian School of Business
  • Strategic Management Concepts and Business Strategy: EDUCBA
  • Optimization Methods in Asset Management: Columbia University
  • Project Management Fundamentals: LearnKartS
  • Foundations of AI and Machine Learning: Microsoft
  • Mindware: Critical Thinking for the Information Age : University of Michigan
  • Evaluations of AI Applications in Healthcare: Stanford University
  • International Marketing and Market Research: EDUCBA
  • Foundations of Finance: University of Cambridge
  • Applying to U.S. Universities: University of Pennsylvania

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