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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


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    C

    Columbia University

    Economics of Money and Banking

    Skills you'll gain: International Finance, Derivatives, Financial Systems, Balance Sheet, Financial Market, Payment Systems, Banking, Capital Markets, Economics, Market Liquidity, Financial Regulation, Finance, Market Dynamics

    4.9
    Rating, 4.9 out of 5 stars
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    1.7K reviews

    Mixed · Course · 3 - 6 Months

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    EDUCBA

    Hedge Funds Mastery: Strategies, Risk & Accounting

    Skills you'll gain: Hedge Accounting, Derivatives, Private Equity, Loans, Risk Management, Risk Analysis, Regression Analysis, Accounting, Fund Accounting, Investment Management, Financial Market, Revenue Recognition, Financial Reporting, Financial Accounting, Equities, Generally Accepted Accounting Principles (GAAP), Case Studies, Financial Analysis, Performance Measurement, Portfolio Management

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    U

    University of Colorado Boulder

    Finance for Technical Managers

    Skills you'll gain: Sustainability Reporting, Financial Analysis, Financial Statement Analysis, Cost Estimation, Environmental Social And Corporate Governance (ESG), Capital Budgeting, Budgeting, Cost Benefit Analysis, Project Risk Management, Risk Analysis, Risk Mitigation, Income Statement, Financial Modeling, Investment Management, Balance Sheet, Risk Management, Financial Reporting, Financial Forecasting, Accounting, Spreadsheet Software

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    351 reviews

    Beginner · Specialization · 3 - 6 Months

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    Technical University of Denmark (DTU)

    Wind Energy

    Skills you'll gain: Sustainable Engineering, Forecasting, Financial Forecasting, Mechanical Engineering, Engineering Calculations, Engineering, High Voltage, Systems Engineering, Materials science, Energy and Utilities, Electrical Power, Structural Analysis, Financial Analysis, Environmental Monitoring, Failure Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    7.3K reviews

    Mixed · Course · 3 - 6 Months

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    Vanderbilt University

    ChatGPT for Project Management - Leveraging AI for Success

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, LLM Application, Large Language Modeling, Productivity, Project Planning, OpenAI, Generative AI, Risk Analysis, Timelines, Project Risk Management, Performance Metric, Project Schedules, Project Management, Artificial Intelligence, Smart Goals, Taking Meeting Minutes, Work Breakdown Structure, Artificial Intelligence and Machine Learning (AI/ML)

    4.8
    Rating, 4.8 out of 5 stars
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    7.4K reviews

    Beginner · Specialization · 1 - 3 Months

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    Y

    Yale University

    Mercados financieros

    Skills you'll gain: Investment Banking, Risk Management, Financial Market, Portfolio Management, Business Ethics, Investments, Finance, Financial Services, Behavioral Economics, Banking, Financial Regulation, Securities (Finance), Leadership Studies, Underwriting, Non-Profit Accounting, Governance, Economics, Policy, and Social Studies, Public Administration, Insurance

    4.9
    Rating, 4.9 out of 5 stars
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    576 reviews

    Beginner · Course · 1 - 3 Months

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    U

    University of California, Irvine

    Éxito Profesional

    Skills you'll gain: Work Breakdown Structure, Business Writing, Critical Thinking, Cash Management, Team Leadership, Negotiation, Time Management, Planning, Entrepreneurship, Financial Statements, Contract Negotiation, Financial Analysis, Project Schedules, Feasibility Studies, Verbal Communication Skills, Scheduling, Project Management, Staff Management, Finance, Change Management

    4.7
    Rating, 4.7 out of 5 stars
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    9.3K reviews

    Beginner · Specialization · 3 - 6 Months

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    G

    Google

    Foundations of User Experience (UX) Design

    Skills you'll gain: User Research, User Experience Design, Design Thinking, User Centered Design, Usability, Persona (User Experience), User Interface (UI), Web Content Accessibility Guidelines, Wireframing, Prototyping, Sprint Retrospectives, Sprint Planning

    4.8
    Rating, 4.8 out of 5 stars
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    75K reviews

    Beginner · Course · 1 - 4 Weeks

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    G

    Google

    Google AI Essentials

    Skills you'll gain: Prompt Engineering, Prompt Patterns, Generative AI, Artificial Intelligence and Machine Learning (AI/ML), Productivity Software, Information Systems Security Assessment Framework (ISSAF), Operational Efficiency, Business Process Automation, Data Security, Critical Thinking, Analysis, Innovation

    4.8
    Rating, 4.8 out of 5 stars
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    17K reviews

    Beginner · Specialization · 1 - 3 Months

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    E

    EDUCBA

    Master Revenue Recognition with IFRS 15 & ASC 606

    Skills you'll gain: Revenue Recognition, International Financial Reporting Standards, Financial Reporting, Contract Accounting, Generally Accepted Accounting Principles (GAAP), Revenue Management, Financial Accounting, Contract Management

    Mixed · Course · 1 - 4 Weeks

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    U

    Universidad Nacional Autónoma de México

    Finanzas personales

    Skills you'll gain: Insurance, Financial Planning, Budgeting, Credit Risk, Finance, Asset Management, Cash Management, Risk Management, Investment Management, Expense Management, Consumer Behaviour

    4.8
    Rating, 4.8 out of 5 stars
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    9K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
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    I

    IBM

    Generative AI for Program Managers

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Responsible AI, Program Management, Risk Management, Stakeholder Engagement, Project Management Institute (PMI) Methodology, Stakeholder Analysis, Strategic Decision-Making, Business Risk Management, Stakeholder Management, Strategic Planning, AI Product Strategy, Artificial Intelligence and Machine Learning (AI/ML), Deep Learning, Governance, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
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    11K reviews

    Intermediate · Specialization · 1 - 3 Months

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

  • Economics of Money and Banking: Columbia University
  • Hedge Funds Mastery: Strategies, Risk & Accounting: EDUCBA
  • Finance for Technical Managers: University of Colorado Boulder
  • Wind Energy: Technical University of Denmark (DTU)
  • ChatGPT for Project Management - Leveraging AI for Success: Vanderbilt University
  • Mercados financieros: Yale University
  • Éxito Profesional: University of California, Irvine
  • Foundations of User Experience (UX) Design: Google
  • Google AI Essentials: Google
  • Master Revenue Recognition with IFRS 15 & ASC 606: EDUCBA

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