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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: Preview
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    N

    Northeastern University

    Innovation for Impact (i4i) The Carlson-Polizzotto Method of Value Creation

    Skills you'll gain: Value Propositions, Strategic Thinking, Business Strategy, Innovation, Strategic Marketing, Customer Insights, Process Development, Entrepreneurship, Continuous Improvement Process, Customer Analysis, Case Studies, Problem Solving, Critical Thinking, Constructive Feedback, Needs Assessment

    4.8
    Rating, 4.8 out of 5 stars
    ·
    38 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Advanced Techniques in Data Visualization

    Skills you'll gain: Data Visualization Software, Interactive Data Visualization, Geospatial Information and Technology, Geospatial Mapping, Color Theory, Spatial Data Analysis, Tree Maps, Data Storytelling, Tableau Software, Data Mapping, Text Mining, Unstructured Data, Network Analysis, Graph Theory

    Intermediate · Course · 1 - 3 Months

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    U

    University of Pittsburgh

    idea 2 IMPACT: An Introduction to Translating Assistive Health Technologies and Other Products

    Skills you'll gain: Competitive Analysis, Stakeholder Analysis, Business Planning, Solution Design, Competitive Intelligence, Medical Devices, Stakeholder Engagement, Market Analysis, New Product Development, Regulatory Affairs, Product Development, Commercialization, Innovation, Ideation, Entrepreneurship, Health Care Procedure and Regulation, Knowledge Transfer, Regulatory Compliance, Value Propositions, Presentations

    3.9
    Rating, 3.9 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    E

    EDUCBA

    Credit Derivatives: Analyze, Price & Apply

    Skills you'll gain: Credit Risk, Derivatives, Risk Modeling, Financial Analysis, Risk Analysis, Financial Modeling, Securities (Finance), Portfolio Risk, Financial Market, Risk Management, Portfolio Management, Capital Markets, General Finance, Mathematical Modeling, Correlation Analysis, Probability

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Environmental Project Management

    Skills you'll gain: Presentations, Conflict Management, Team Motivation, Team Leadership, Stakeholder Management, Project Risk Management, Team Performance Management, Risk Management, Collaboration, Stakeholder Engagement, Organizational Leadership, Agile Project Management, Storytelling, Team Management, Project Management, Data Visualization, Motivational Skills, Visionary, Environmental Social And Corporate Governance (ESG), Goal Setting

    3.5
    Rating, 3.5 out of 5 stars
    ·
    6 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Intro to Artificial Intelligence on Microsoft Azure

    Skills you'll gain: Responsible AI, Anomaly Detection, Computer Vision, Microsoft Azure, Data Ethics, Artificial Intelligence, Natural Language Processing, AI Workflows, Artificial Intelligence and Machine Learning (AI/ML), AI literacy, Applied Machine Learning, Machine Learning

    4.2
    Rating, 4.2 out of 5 stars
    ·
    25 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    Edureka

    Generative AI for Workflow Automation

    Skills you'll gain: Generative AI Agents, Business Process Automation, Agentic Workflows, Generative AI, Automation, OpenAI, Multimodal Prompts, Slack (Software), AI Personalization, AI Integrations, Human Resources, Performance Metric, Performance Measurement, Key Performance Indicators (KPIs), Google Sheets, Application Programming Interface (API)

    4.5
    Rating, 4.5 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Observability in Google Cloud

    Skills you'll gain: Application Performance Management, Google Cloud Platform, Prometheus (Software), Network Monitoring, Network Performance Management, Cloud Management, Cloud Applications, Performance Tuning, Network Analysis, System Monitoring, Network Troubleshooting, Network Infrastructure, Virtual Networking, Load Balancing

    4.4
    Rating, 4.4 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    AI-Augmented Decision-Making for Business Leaders

    Skills you'll gain: Business Leadership, Strategic Leadership, Data Ethics, Strategic Decision-Making, Responsible AI, Decision Intelligence, Business Strategy, Leadership, Risk Analysis, Artificial Intelligence, Business Risk Management, Risk Mitigation, Culture Transformation, AI Integrations, Stakeholder Communications, Accountability, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    16 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Analyze Investment Banking Concepts and Valuation Strategies

    Skills you'll gain: Investment Banking, Mergers & Acquisitions, Private Equity, Business Valuation, Financial Analysis, Financial Trading, Financial Market, Entrepreneurial Finance, Banking, Risk Analysis, Capital Markets, Investments, Finance, Equities, Lending and Underwriting, Cash Flow Forecasting, Financial Forecasting, Corporate Finance, Organizational Structure

    4.8
    Rating, 4.8 out of 5 stars
    ·
    19 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free
    Free
    C

    Coursera

    Оценка акций через модель дисконтирования дивидендов

    Skills you'll gain: Business Valuation, Equities, Finance, Financial Analysis, Financial Modeling, International Finance, Financial Data

    4.3
    Rating, 4.3 out of 5 stars
    ·
    7 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    اللغة والمفاهيم التنظيمية

    Skills you'll gain: Product Lifecycle Management, Data Presentation, Data Literacy, Performance Measurement, Product Management, Business Analytics, Product Planning, Business Strategies, Business Strategy, Data Visualization Software, Business Analysis, Competitive Analysis, Organizational Strategy, Accounting, Strategic Thinking, Business Metrics, Management Accounting, Corporate Strategy, Business Intelligence, Organizational Effectiveness

    Beginner · Course · 1 - 3 Months

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

  • Innovation for Impact (i4i) The Carlson-Polizzotto Method of Value Creation: Northeastern University
  • Advanced Techniques in Data Visualization: Johns Hopkins University
  • idea 2 IMPACT: An Introduction to Translating Assistive Health Technologies and Other Products: University of Pittsburgh
  • Credit Derivatives: Analyze, Price & Apply: EDUCBA
  • Environmental Project Management: University of Maryland, College Park
  • Intro to Artificial Intelligence on Microsoft Azure: Microsoft
  • Generative AI for Workflow Automation: Edureka
  • Observability in Google Cloud: Google Cloud
  • AI-Augmented Decision-Making for Business Leaders: Coursera
  • Analyze Investment Banking Concepts and Valuation Strategies: EDUCBA

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