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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


  • C

    Columbia University

    Economics of Money and Banking

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

    ★ 4.9 (1.7K) · Mixed · Course · 3 - 6 Months

    Category: Preview
    Preview
  • G

    Google

    AI for Writing and Communicating

    Skills you'll gain: Google Gemini, AI literacy, Communication Planning, Report Writing, Public Speaking, Google Workspace, AI Personalization, Persona Development, AI Enablement, AI Workflows, Generative AI, Stakeholder Engagement, Management Reporting, Stakeholder Analysis, Artificial Intelligence, Responsible AI

    ★ 4.8 (477) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Market Credit and Operational Risk Management

    Skills you'll gain: Credit Risk, Portfolio Management, Market Liquidity, Risk Modeling, Portfolio Risk, Retail Banking, Financial Management, Data Governance, Operational Risk, Risk Management, Derivatives, Investment Management, Finance, Banking, Analysis, Probability, Performance Measurement, Analytics, Problem Solving, Planning

    Beginner · Specialization · 3 - 6 Months

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

    EDUCBA

    Category Management & Retail Merchandising

    Skills you'll gain: Planogram, Product Assortment, Merchandising, Retail Management, Retail Store Operations, Product Management, Inventory Control, Retail Sales, Product Planning, Inventory Management, Performance Metric, Sales Management, Business, Performance Analysis, Data-Driven Decision-Making, Sales, Planning, Budgeting, Forecasting, Design

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • P

    Pearson

    Dividends and International Finance

    Skills you'll gain: International Finance, Capital Budgeting, Corporate Finance, General Finance, Finance, Financial Policy, Equities, Financial Market, Corporate Strategy, Financial Management, Return On Investment, Risk Management, Risk Analysis

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
  • U

    UNSW Sydney (The University of New South Wales)

    Learning to Teach Online

    Skills you'll gain: Teaching, Digital pedagogy, Learning Management Systems, Education Software and Technology, Technology Strategies, Planning, digital literacy, Content Management

    ★ 4.7 (3.2K) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • R

    Rice University

    Investment and Portfolio Management

    Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Market, Investments, Securities (Finance), Investment Management, Financial Systems, Securities Trading, Asset Management, Behavioral Economics, General Finance, Capital Markets, Risk Modeling, Equities, Financial Trading, Performance Measurement, Finance, Performance Analysis, Risk Management, Return On Investment

    ★ 4.5 (2.7K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Private Equity Valuation, Modeling and Deal Structuring

    Skills you'll gain: Private Equity, Financial Modeling, Investment Banking, Business Valuation, Financial Forecasting, Investments, Financial Analysis, Return On Investment, Regulation and Legal Compliance, Investment Management, Business Modeling, Real Estate, Financial Statements, Banking, Operations, Performance Measurement, Fundraising, Analysis, Negotiation, Business

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • P

    Pearson

    Risk Management

    Skills you'll gain: Securities (Finance), Corporate Finance, Risk Management, Business Risk Management, Securities Trading, Finance, Financial Management, Risk Management Framework, Financial Regulations, General Finance, Risk Mitigation, Financial Planning, Equities, Cash Management, Investments, Financial Market, Investment Management, Capital Expenditure, Operating Expense, Wealth Management

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
  • E

    EDUCBA

    Private Equity Valuation and VC Funding Models

    Skills you'll gain: Financial Modeling, Private Equity, Business Valuation, Investment Management, Risk Analysis, Equities, Risk Modeling, Financial Analysis, Return On Investment, Portfolio Management, Performance Measurement, Risk Mitigation, Portfolio Risk, Investments, Performance Analysis, Performance Metric, Analysis, Business Metrics, Analytical Skills, Environment

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • N

    New York Institute of Finance

    Introduction to Risk Management

    Skills you'll gain: Risk Management, Business Risk Management, Portfolio Risk, Risk Modeling, Risk Appetite, Risk Management Framework, Operational Risk, Risk Mitigation, Enterprise Risk Management (ERM), Credit Risk, Risk Analysis, Portfolio Management, Capital Markets, Financial Market, Financial Regulations, Regulatory Requirements, Finance, Financial Regulation, Probability Distribution

    ★ 4.7 (862) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • I

    IBM

    IBM Systems Analyst

    Skills you'll gain: Process Modeling, Process Mapping, Business Process Modeling, Process Analysis, Business Analysis, Data Storytelling, Business Analysis Tools, Business Process Improvement, Feasibility Studies, Systems Analysis, Stakeholder Analysis, Process Optimization, Requirements Management, Business Systems Analysis, Systems Design, Communication Planning, Test Planning, Information Technology, Database Management, Agile Methodology

    ★ 4.7 (4.9K) · Beginner · Professional Certificate · 3 - 6 Months

    Category: Job Skills
    Job Skills
1…717273…620

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

  • Economics of Money and Banking: Columbia University
  • AI for Writing and Communicating: Google
  • Market Credit and Operational Risk Management: EDUCBA
  • Category Management & Retail Merchandising: EDUCBA
  • Dividends and International Finance: Pearson
  • Learning to Teach Online: UNSW Sydney (The University of New South Wales)
  • Investment and Portfolio Management: Rice University
  • Private Equity Valuation, Modeling and Deal Structuring: EDUCBA
  • Risk Management: Pearson
  • Private Equity Valuation and VC Funding Models: EDUCBA

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