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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


  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Introduction to Value Investing

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Financial Acumen, Income Statement, Balance Sheet, Business Metrics, Business Valuation, Annual Reports, Competitive Analysis, Risk Analysis, Business Research, Investments, Key Performance Indicators (KPIs), Investment Management, Portfolio Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Methods for Solving Problems

    Skills you'll gain: Problem Solving, Computational Thinking, Probability, Mathematical Modeling, Deductive Reasoning, Behavioral Economics, Algorithms, Analytical Skills, Theoretical Computer Science

    4.4
    Rating, 4.4 out of 5 stars
    ·
    184 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Copenhagen

    Urbanisation and Health - Promoting Sustainable Solutions

    Skills you'll gain: Sustainable Development, Public Health, Health Policy, Social Determinants Of Health, Community Development, Sustainable Design, Gerontology, Climate Change Adaptation, Demography, Environmental Issue, Pollution Prevention

    4.8
    Rating, 4.8 out of 5 stars
    ·
    170 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Commodity and Currency Hedging

    Skills you'll gain: Risk Mitigation, Risk Management, Derivatives, Futures Exchange, Business Risk Management, Financial Trading, Case Studies, Market Dynamics

    4.5
    Rating, 4.5 out of 5 stars
    ·
    18 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Bing Copilot for Beginners: Enhancing Productivity with AI

    Skills you'll gain: Prompt Engineering, Microsoft Copilot, Productivity Software, Financial Data, Ideation, Financial Analysis, Marketing Materials, Product Management, Product Development, Business Research, Marketing Management, Generative AI, Market Research, Copywriting, Creative Design, Marketing, Packaging and Labeling

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    R

    Rice University

    Finances pour les professionnels non financiers

    Skills you'll gain: Capital Budgeting, Capital Expenditure, Financial Analysis, Cash Flows, Business Valuation, Finance, Financial Modeling, Return On Investment, Financial Statements, Corporate Finance, Risk Analysis, Working Capital, Equities, Depreciation

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Getting Started with ProfitBooks

    Skills you'll gain: Invoicing, Billing & Invoicing, Inventory Management System, Tax Management, Accounting Software, Customer Relationship Management (CRM) Software, Small Business Accounting, Bookkeeping, Accounting, Payroll Systems, Cloud Security

    4.5
    Rating, 4.5 out of 5 stars
    ·
    78 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
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    N

    NIIT

    Frontend Development using React

    Skills you'll gain: Responsive Web Design, HTML and CSS, JSON, React.js, Jest (JavaScript Testing Framework), Hypertext Markup Language (HTML), Javascript, User Interface and User Experience (UI/UX) Design, Bootstrap (Front-End Framework), Ajax, Web Design, Systems Development Life Cycle, Web Development Tools, Web Design and Development, Cascading Style Sheets (CSS), Unit Testing, UI Components, Web Development, Mobile Development, JavaScript Frameworks

    3.4
    Rating, 3.4 out of 5 stars
    ·
    82 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    R

    Rutgers the State University of New Jersey

    Robotic Process Automation (RPA) in Accounting and Auditing

    Skills you'll gain: Robotic Process Automation, Business Process Automation, Automation, Financial Auditing, Workflow Management, Artificial Intelligence, Accounting and Finance Software, Excel Macros, Emerging Technologies, Digital Transformation, Natural Language Processing, Systems Integration, Unstructured Data, Scalability

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Gestión del alcance: el qué de la triple restricción

    Skills you'll gain: Project Scoping, Scope Management, Project Management Life Cycle, Project Planning, Work Breakdown Structure, Requirements Management, Project Management, Project Controls, Project Estimation, Project Documentation, Organizational Strategy, Stakeholder Engagement

    4.9
    Rating, 4.9 out of 5 stars
    ·
    122 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SAS

    The Power of Machine Learning: Boost Business, Accumulate Clicks, Fight Fraud, and Deny Deadbeats

    Skills you'll gain: Predictive Modeling, Predictive Analytics, Responsible AI, Data Ethics, Data-Driven Decision-Making, Machine Learning, Applied Machine Learning, Business Ethics, Decision Tree Learning, Business Analytics, Artificial Intelligence, Performance Analysis, Data Science, Social Justice

    4.7
    Rating, 4.7 out of 5 stars
    ·
    149 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    Edureka

    Agile Project Management & Business Analysis Principles

    Skills you'll gain: Product Roadmaps, Agile Project Management, Business Analysis, Stakeholder Engagement, Requirements Analysis, Stakeholder Management, Stakeholder Communications, Project Scoping, Project Management, Project Planning, Kanban Principles, Continuous Improvement Process

    Intermediate · Course · 1 - 4 Weeks

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

  • Introduction to Value Investing: Interactive Brokers
  • Methods for Solving Problems: University of Colorado Boulder
  • Urbanisation and Health - Promoting Sustainable Solutions: University of Copenhagen
  • Commodity and Currency Hedging: Rutgers the State University of New Jersey
  • Bing Copilot for Beginners: Enhancing Productivity with AI: Coursera
  • Finances pour les professionnels non financiers: Rice University
  • Getting Started with ProfitBooks : Coursera
  • Frontend Development using React: NIIT
  • Robotic Process Automation (RPA) in Accounting and Auditing: Rutgers the State University of New Jersey
  • Gestión del alcance: el qué de la triple restricción: Universidad de los Andes

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