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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


  • S

    SAS

    SAS Visual Business Analytics

    Skills you'll gain: SAS (Software), Network Analysis, Trend Analysis, Data Manipulation, Data Analysis, Forecasting, Data Quality, Text Mining, Data Visualization Software, Spatial Analysis, Dashboard, Analysis, Data Mapping, Analytics, Data Visualization, Time Series Analysis and Forecasting, Business Analytics, Interactive Data Visualization, Data-Driven Decision-Making, Predictive Analytics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.1K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • S

    Starweaver

    Business Analysis: Key Definitions & Strategy Analysis

    Skills you'll gain: Business Analysis, Business Process, Business Modeling, Business Risk Management, Business Requirements, Business Strategies, Business Process Modeling, Systems Analysis, Analysis, Organizational Strategy, Case Studies, Risk Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    203 reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Build a mobile app with Google Sheets on Glide and no coding

    Skills you'll gain: No-Code Development, Mobile Development, Google Sheets, Application Development, Application Design, Application Deployment, Data Structures, User Accounts, Personalized Service, User Feedback, Web Development, Marketing

    4.5
    Rating, 4.5 out of 5 stars
    ·
    685 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • C

    Corporate Finance Institute

    Introduction to Risk Management

    Skills you'll gain: Enterprise Risk Management (ERM), Financial Services, Risk Management, Credit Risk, Operational Risk, Banking, Financial Regulation, Risk Analysis, Business Risk Management, Governance Risk Management and Compliance, Risk Mitigation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    74 reviews

    Beginner · Course · 1 - 3 Months

  • I

    Interactive Brokers

    Forex - Trading Around the World

    Skills you'll gain: Financial Trading, International Finance, Financial Market, Securities Trading, Equities, Capital Markets, Market Data, Market Dynamics, Portfolio Risk, Market Trend, Market Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    240 reviews

    Beginner · Course · 1 - 4 Weeks

  • E

    Edureka

    Generative AI for Finance and Accounting

    Skills you'll gain: Prompt Engineering, Generative AI, Responsible AI, Accounts Payable and Receivable, Prompt Engineering Tools, Data Ethics, Accounting and Finance Software, Financial Data, Make.com, Data Governance, Workflow Management, Miro AI, Financial Forecasting, Financial Management, Credit Risk, Financial Analysis, Artificial Intelligence, No-Code Development, Budgeting, Forecasting

    Intermediate · Specialization · 1 - 3 Months

  • J

    Johns Hopkins University

    Leading Change in Health Informatics

    Skills you'll gain: Healthcare Project Management, Health Informatics, Clinical Informatics, Change Control, Health Care Administration, Clinical Leadership, IT Management, Strategic Leadership, Health Care, Decision Support Systems, Continuous Quality Improvement (CQI), Electronic Medical Record, System Implementation, Usability Testing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    307 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Pennsylvania

    Trademark Law

    Skills you'll gain: Intellectual Property, Brand Awareness, Legal Strategy, Brand Management, Asset Protection, Packaging and Labeling, Legal Risk, Marketing, Strategic Planning, Registration

    4.8
    Rating, 4.8 out of 5 stars
    ·
    289 reviews

    Mixed · Course · 1 - 4 Weeks

  • T

    Technion - Israel Institute of Technology

    Action-Driven Business Plan: From the ‘Classroom’ to the World

    Skills you'll gain: Business Planning, Entrepreneurship, Market Research, Business Strategy, Market Analysis, Financial Modeling, New Product Development, Business Development, Video Production, Project Planning, Presentations, Innovation, Risk Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    338 reviews

    Mixed · Course · 1 - 3 Months

  • I

    IE Business School

    Branding and Customer Experience

    Skills you'll gain: Customer experience strategy (CX), Customer experience improvement, Branding, Brand Management, Behavioral Economics, Brand Strategy, Consumer Behaviour, Customer Insights, User Experience, Integrated Marketing Communications, Business Ethics, Cross-Functional Collaboration, Employee Engagement, Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    561 reviews

    Intermediate · Course · 1 - 3 Months

  • I

    Imperial College London

    Global Health Innovations

    Skills you'll gain: Innovation, Product Development, Intellectual Property, Design Thinking, New Product Development, Health Systems, Presentations, Public Speaking, Verbal Communication Skills, Commercialization, Ideation, Organizational Structure, Persuasive Communication, Healthcare Project Management, Strategic Communication, Organizational Change, Health Technology, Healthcare Industry Knowledge, Entrepreneurship, Public Health

    4.7
    Rating, 4.7 out of 5 stars
    ·
    295 reviews

    Beginner · Specialization · 1 - 3 Months

  • K

    Kennesaw State University

    The GRC Approach to Managing Cybersecurity

    Skills you'll gain: Cyber Governance, Cyber Security Policies, Cyber Security Strategy, Security Management, Cyber Risk, Cybersecurity, Risk Management Framework, Continuous Monitoring, Security Controls, Enterprise Security, Information Privacy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    366 reviews

    Beginner · Course · 1 - 3 Months

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

  • SAS Visual Business Analytics: SAS
  • Business Analysis: Key Definitions & Strategy Analysis: Starweaver
  • Build a mobile app with Google Sheets on Glide and no coding: Coursera
  • Introduction to Risk Management: Corporate Finance Institute
  • Forex - Trading Around the World: Interactive Brokers
  • Generative AI for Finance and Accounting: Edureka
  • Leading Change in Health Informatics: Johns Hopkins University
  • Trademark Law: University of Pennsylvania
  • Action-Driven Business Plan: From the ‘Classroom’ to the World: Technion - Israel Institute of Technology
  • Branding and Customer Experience: IE Business School

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