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  • Financial Planning

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


  • C

    Commonwealth Education Trust

    Foundations of Teaching for Learning: Introduction to Student Assessment

    Skills you'll gain: Constructive Feedback, Pedagogy, Teaching, Education and Training, Curriculum Planning, Student-Centred Learning, Student Engagement, Instructional and Curriculum Design, Quality Assessment, Peer Review, Statistical Reporting, Performance Reporting, Reliability, Cultural Diversity

    ★ 4.9 (1.1K) · Mixed · Course · 1 - 3 Months

  • I

    Interactive Brokers

    Investing using Value, Growth, Momentum and Economics

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Investments, Supply And Demand, Real Estate, Risk Management, Market Dynamics, Market Trend, Portfolio Risk, Growth Strategies, Market Data, Business Economics, Economics, Business Metrics, Business Valuation, Compensation Analysis, Technical Analysis, Research

    ★ 4.6 (55) · Beginner · Specialization · 1 - 3 Months

  • U

    University of California, Davis

    Quantitative Research

    Skills you'll gain: Surveys, Statistical Hypothesis Testing, Survey Creation, Quantitative Research, Statistical Analysis, Marketing Analytics, Market Research, Advanced Analytics, Statistical Methods, Data Analysis, Probability & Statistics, Marketing, Data-Driven Marketing, Business Research, Business Analytics, Statistical Modeling, Target Market, Market Analysis, Marketing Strategies, Regression Analysis

    ★ 4.4 (346) · Intermediate · Course · 1 - 4 Weeks

  • U

    Universidad de los Andes

    ¿Cómo financiar mi empresa?

    Skills you'll gain: Entrepreneurial Finance, Financial Analysis, Financial Statement Analysis, Revenue Forecasting, Profit and Loss (P&L) Management, Income Statement, Entrepreneurship, Cash Flow Forecasting, Cash Flows, Financial Statements, Project Finance, Financial Modeling, Financial Acumen, Cost Estimation, New Business Development, Financial Forecasting, Business Planning, Finance, Price Negotiation, Oral Expression

    ★ 4.8 (291) · Beginner · Course · 1 - 4 Weeks

  • A

    Advancing Women in Tech

    AI Fundamentals with Claude

    Skills you'll gain: AI powered creativity, AI literacy, Independent Thinking, Prompt Engineering Tools, Context Engineering

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

  • M

    Macquarie University

    Excel Skills for Business Forecasting

    Skills you'll gain: Time Series Analysis and Forecasting, Forecasting, Model Evaluation, Regression Analysis, Microsoft Excel, Excel Formulas, Trend Analysis, Case Studies, Business Metrics, Predictive Modeling, Strategic Thinking, Data Presentation, Statistical Visualization, Graphing, Data-Driven Decision-Making, Statistical Modeling, Model Optimization, Business Analytics, Statistical Analysis, Decision Making

    ★ 4.9 (327) · Intermediate · Specialization · 3 - 6 Months

  • M

    Meta

    Data Analytics Methods for Marketing

    Skills you'll gain: Marketing Analytics, Data-Driven Marketing, Marketing Effectiveness, A/B Testing, Target Audience, Marketing Strategies, Marketing, Marketing Planning, Marketing Strategy and Techniques, Online Advertising, Customer Analysis, Conversion Funnel Analysis, Marketing Channel, Advertising Campaigns, Persona Development, Customer Insights, Regression Analysis, Model Evaluation, Data Analysis, Descriptive Analytics

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

  • V

    Vanderbilt University

    AI Agents and Agentic AI Architecture in Python

    Skills you'll gain: AI Orchestration, Agentic Workflows, OpenAI API, Generative AI Agents, LLM Application, Prompt Patterns, AI Workflows, Prompt Engineering, Agentic systems, AI Security, Business Logic, Application Programming Interface (API), File I/O, Transaction Processing, Persona Development, Memory Management

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

  • D

    Duke University

    Raising Impact Investment Capital

    Skills you'll gain: Financial Modeling, Entrepreneurial Finance, Return On Investment, Due Diligence, Financial Forecasting, Social Impact, Investments, Entrepreneurship, Capital Budgeting, Philanthropy, Environmental Social And Corporate Governance (ESG), Fundraising, Negotiation, Business Modeling, Finance, Strategic Partnership, Capital Markets, Performance Measurement, Business Strategy, Growth Strategies

    ★ 4.9 (57) · Beginner · Specialization · 1 - 3 Months

  • G

    Google Cloud

    Google Calendar

    Skills you'll gain: Google Workspace, Calendar Management, Setting Appointments, Collaborative Software, Productivity Software, Scheduling, Event Management, Data Sharing

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

  • T

    The State University of New York

    Introduction to Early Childhood

    Skills you'll gain: Child Development, Childhood Education and Development, Working With Children, Special Education, Education and Training, Teaching, Family Support, Parent Communication, Cultural Diversity, Diversity Awareness, Diversity Equity and Inclusion Initiatives, Classroom Management, Cultural Responsiveness, Behavior Management, Behavioral Management, Positive Behavior Support, Curriculum Development, Policy Development, Creativity, Communication

    ★ 4.9 (140) · Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Accounting Assistant

    Skills you'll gain: Accounts Payable and Receivable, Accounts Payable, Bookkeeping, Generally Accepted Accounting Principles (GAAP), Cash Flow Forecasting, Month End Closing, Balancing (Ledger/Billing), Payroll Tax, Financial Statements, Process Analysis, Audit Working Papers, Accounting, Accounting Software, Reconciliation, Invoicing, General Ledger, Microsoft Excel, Payroll Processing, Internal Auditing, Variance Analysis

    ★ 2.9 (14) · Beginner · Professional Certificate · 3 - 6 Months

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

  • Foundations of Teaching for Learning: Introduction to Student Assessment: Commonwealth Education Trust
  • Investing using Value, Growth, Momentum and Economics: Interactive Brokers
  • Quantitative Research: University of California, Davis
  • ¿Cómo financiar mi empresa?: Universidad de los Andes
  • AI Fundamentals with Claude: Advancing Women in Tech
  • Excel Skills for Business Forecasting: Macquarie University
  • Data Analytics Methods for Marketing: Meta
  • AI Agents and Agentic AI Architecture in Python: Vanderbilt University
  • Raising Impact Investment Capital: Duke University
  • Google Calendar: Google Cloud

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