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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

    Coursera

    Portfolio Diversification using Correlation Matrix

    Skills you'll gain: Portfolio Management, Financial Management, Risk Management, Investment Management, Financial Market, Financial Modeling, Investments, Correlation Analysis, Analysis, Statistics

    4.5
    Rating, 4.5 out of 5 stars
    ·
    290 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    Investment Management with Python and Machine Learning

    Skills you'll gain: Investment Management, Portfolio Management, Text Mining, Applied Machine Learning, Asset Management, Network Analysis, Data Visualization Software, Financial Data, Market Data, Unstructured Data, Web Scraping, Machine Learning, Social Network Analysis, Advanced Analytics, Financial Market, Financial Analysis, Financial Modeling, Return On Investment, Risk Analysis, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Product Cost and Investment Cash Flow Analysis

    Skills you'll gain: Cost Estimation, Financial Modeling, Investment Management, Risk Management, Accounting, Spreadsheet Software, Financial Planning, Financial Analysis, Business Mathematics, Cash Flows, Product Management

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    88 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    BI Essentials for Finance Analysts (Power BI Edition)

    Skills you'll gain: Data Analysis Expressions (DAX), Power BI, Snowflake Schema, Data Modeling, SQL, Dashboard, Microsoft Excel, Business Intelligence, Excel Formulas, Pivot Tables And Charts, Data Import/Export, Business Reporting, Databases, Interactive Data Visualization, Data Storytelling, Financial Statements, Data Manipulation, Data Transformation, Financial Analysis, Data Visualization

    4.8
    Rating, 4.8 out of 5 stars
    ·
    319 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    S

    SkillUp

    Project, Stakeholder, and Requirements Management

    Skills you'll gain: Stakeholder Engagement, Communication Planning, Stakeholder Communications, Project Coordination, Requirements Analysis, Project Management Software, Business Analysis, Waterfall Methodology, Program Management, Kanban Principles, Communication, Risk Management, Product Lifecycle Management, Prioritization

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Inventory Analytics

    Skills you'll gain: Inventory Control, Inventory Accounting, Materials Management, Supply Chain, Financial Statement Analysis, Data Analysis, Case Studies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    259 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    Capstone: Applying Project Management in the Real World

    Skills you'll gain: Requirements Analysis, Milestones (Project Management), Stakeholder Management, Performance Reporting, Project Management, Negotiation, Quality Management, Project Scoping, Stakeholder Analysis, Project Documentation, Project Planning, Interviewing Skills, Communication Strategies, Problem Solving

    4.9
    Rating, 4.9 out of 5 stars
    ·
    13K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Stocks and Bonds

    Skills you'll gain: Market Data, Finance, General Finance, Corporate Finance, Financial Analysis, Financial Market, Investments, Financial Data, Equities, Investment Management, Business Mathematics, Cash Flows

    4.6
    Rating, 4.6 out of 5 stars
    ·
    421 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    Advancing Women in Tech

    Real-World AI for Everyone

    Skills you'll gain: Business Process Automation, AI Product Strategy, Workflow Management, Collaboration, Productivity Software, Artificial Intelligence and Machine Learning (AI/ML), AI Personalization, Generative AI, Responsible AI, Business Communication, Productivity, Operational Efficiency, Administration, Business Operations, Planning, Project Planning, Business Planning, Project Management, Business Administration, Business

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Leverage Data Science for a More Agile Supply Chain

    Skills you'll gain: Supply Chain Planning, Demand Planning, Customer Demand Planning, Inventory Control, Inventory Management, Supply Chain Management, Supply Chain, Inventory Accounting, Capacity Planning, Production Planning, Materials Management, Inventory Management System, Process Optimization, Forecasting, Operations Management, Resource Allocation, Capacity Management, Microsoft Excel, Performance Measurement, Order Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    529 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    H

    Harvard Business Review

    Think Like a Leader

    Skills you'll gain: Business Modeling, Business Acumen, Business Strategy, Strategic Decision-Making, Data-Driven Decision-Making, Decision Making, Competitive Analysis, Financial Statements, Leadership, Financial Analysis, Team Leadership, Critical Thinking

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Introduction to Spreadsheets and Models

    Skills you'll gain: Spreadsheet Software, Financial Modeling, Regression Analysis, Financial Forecasting, Excel Formulas, Business Modeling, Simulation and Simulation Software, Microsoft Excel, Google Sheets, Probability Distribution, Analysis, Forecasting, Risk Analysis, Statistical Methods, Business Analysis, Data Analysis Software, Process Optimization, Cash Flows

    4.2
    Rating, 4.2 out of 5 stars
    ·
    3.9K reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Portfolio Diversification using Correlation Matrix: Coursera
  • Investment Management with Python and Machine Learning: EDHEC Business School
  • Product Cost and Investment Cash Flow Analysis : University of Colorado Boulder
  • BI Essentials for Finance Analysts (Power BI Edition): Corporate Finance Institute
  • Project, Stakeholder, and Requirements Management: SkillUp
  • Inventory Analytics: Rutgers the State University of New Jersey
  • Capstone: Applying Project Management in the Real World: Google
  • Stocks and Bonds: University of Michigan
  • Real-World AI for Everyone: Advancing Women in Tech
  • Leverage Data Science for a More Agile Supply Chain: University of California, Irvine

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