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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
    G

    Google Cloud

    Essential Google Cloud Infrastructure: Foundation

    Skills you'll gain: Cloud Infrastructure, Infrastructure As A Service (IaaS), Infrastructure Architecture, Cloud Computing Architecture, Google Cloud Platform, Virtual Machines, Cloud Computing, Virtual Networking, Cloud Platforms, Network Planning And Design, Cloud Management, Cloud Storage, Virtualization and Virtual Machines, Network Infrastructure, Network Architecture, Computer Networking, General Networking

    4.7
    Rating, 4.7 out of 5 stars
    ·
    17K reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Credit Risk Management: Frameworks and Strategies

    Skills you'll gain: Credit Risk, Risk Mitigation, Risk Analysis, Financial Analysis, Financial Statement Analysis, Risk Modeling, Financial Statements, Portfolio Risk, Risk Control, Risk Management, Business Risk Management, Risk Management Framework, Securities (Finance), Derivatives, Business Metrics, Analysis, Balance Sheet, Market Data, Portfolio Management, Market Trend

    4.7
    Rating, 4.7 out of 5 stars
    ·
    454 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    ISC2

    Certified in Cybersecurity

    Skills you'll gain: Network Security, Incident Response, Incident Management, Business Continuity Planning, Business Continuity, Disaster Recovery, Security Controls, Configuration Management, Governance, Cybersecurity, Security Awareness, Security Management, Computer Security Incident Management, Cyber Attacks, Computer Security Awareness Training, Information Assurance, Data Security, IT Security Architecture, Infrastructure Security, Role-Based Access Control (RBAC)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Agile Software Development

    Skills you'll gain: User Story, Agile Software Development, Agile Methodology, Agile Project Management, Agile Product Development, Scrum (Software Development), Sprint Planning, Software Development Methodologies, Release Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7.5K reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Analysing: Numeric and digital literacies

    Skills you'll gain: Governance, Data Presentation, Data Visualization, Management Accounting, Data Storytelling, Budgeting, Marketing Analytics, Capital Budgeting, Financial Modeling, Financial Data, Data Ethics, SAS (Software), Interactive Data Visualization, Financial Management, Customer Analysis, Customer Insights, Digital Media Strategy, Corporate Finance, Business Valuation, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
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    E

    EDUCBA

    Investment Ethics and Performance Standards

    Skills you'll gain: Ethical Standards And Conduct, Business Ethics, Decision Making, Performance Reporting, Record Keeping, Investment Management, Compliance Reporting, Law, Regulation, and Compliance, Client Services, Strategic Decision-Making, Compliance Management, Financial Reporting, Portfolio Management, Finance, Financial Market, Regulatory Compliance, Dealing With Ambiguity, Conflict Management, Application Performance Management, Design

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Portfolio and Risk Management

    Skills you'll gain: Portfolio Management, Risk Management, Portfolio Risk, Investment Management, Risk Analysis, Investments, Risk Modeling, Asset Management, Wealth Management, Risk Appetite, Financial Market, Correlation Analysis, Variance Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Market Risk, VaR and Portfolio Management Mastery

    Skills you'll gain: Portfolio Risk, Portfolio Management, Risk Modeling, Financial Market, Market Liquidity, Risk Management Framework, Risk Management, Investment Management, Risk Analysis, Performance Analysis, Performance Measurement, Investments, Asset Management, Finance, Financial Modeling, Due Diligence, Budgeting, Analysis, Decision Making

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Adobe

    Adobe Digital Marketing Strategy

    Skills you'll gain: Content Scheduling, Marketing Strategies, Personalized Campaigns, Data-Driven Marketing, Promotional Strategies, Marketing Planning, Adobe Express, Marketing Strategy and Techniques, Social Media Content, Digital Marketing Campaigns, Cross-Channel Marketing, Marketing Channel, Digital Marketing, Social Media Marketing, Content Strategy, Brand Marketing, Market Research, Graphic and Visual Design, Generative AI, Performance Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    808 reviews

    Beginner · Specialization · 1 - 3 Months

  • T

    The State University of New York

    Solar Energy Basics

    Skills you'll gain: Electric Power Systems, Electrical Systems, Electrical Power, Energy and Utilities, Power Electronics, Basic Electrical Systems, Electronic Components, Electronic Systems, Sustainable Technologies, Sustainability Standards, Semiconductors, Building Codes, Engineering Calculations, Financial Modeling, Environmental Issue

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.6K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    SkillUp

    S.A.F.E. Mortgage Licensing Act – Regulation H (State)

    Skills you'll gain: Loan Origination, Mortgage Loans, Regulatory Compliance, Compliance Reporting, Legal Risk, Compliance Management, General Lending, Regulatory Requirements, Compliance Training, Bank Regulations, Consumer Lending, Law, Regulation, and Compliance, Registration, Financial Regulation, Financial Regulations

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
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    E

    EDUCBA

    Forex Platform Training for Beginners

    Skills you'll gain: Technical Analysis, Market Trend, Market Data, Financial Trading, Risk Control, Risk Management, Order Entry, Securities Trading, Order Management, Market Analysis, Plan Execution, Workflow Management, Trend Analysis, Technical Support, Analysis, Profit and Loss (P&L) Management, Risk Analysis, Planning, Technical Management, Environment

    Mixed · Course · 1 - 3 Months

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

  • Essential Google Cloud Infrastructure: Foundation: Google Cloud
  • Credit Risk Management: Frameworks and Strategies: New York Institute of Finance
  • Certified in Cybersecurity: ISC2
  • Agile Software Development: University of Minnesota
  • Analysing: Numeric and digital literacies: Macquarie University
  • Investment Ethics and Performance Standards: EDUCBA
  • Portfolio and Risk Management: University of Geneva
  • Market Risk, VaR and Portfolio Management Mastery: EDUCBA
  • Adobe Digital Marketing Strategy: Adobe
  • Solar Energy Basics: The State University of New York

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