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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


  • U

    University of Pennsylvania

    Management Fundamentals

    Skills you'll gain: People Management, Employee Performance Management, Leadership and Management, Decision Making, Organizational Change, Organizational Structure, Performance Appraisal, Team Motivation, Diversity Equity and Inclusion Initiatives, Compensation Management, Job Analysis, Recruitment, Leadership, Change Management, Constructive Feedback

    4.7
    Rating, 4.7 out of 5 stars
    ·
    525 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    Universidade Estadual de Campinas

    Conceitos Básicos de Logística e Supply Chain

    Skills you'll gain: Transportation, Supply Chain, and Logistics, Transportation Management, Logistics, Inventory Management System, Supply Chain, Inventory Control, Supply Chain Management, Service Level, Order Management, Demand Planning, Performance Measurement, Forecasting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    432 reviews

    Beginner · Course · 1 - 3 Months

  • B

    Board Infinity

    .NET FullStack Developer

    Skills you'll gain: HTML and CSS, React.js, ASP.NET, Restful API, .NET Framework, Web Applications, Web Services, Front-End Web Development, JSON, Application Development, Model View Controller, Program Development, Javascript, Development Environment, Back-End Web Development, API Design, Web Development, Microsoft Visual Studio, Software Design Patterns, Cascading Style Sheets (CSS)

    4.2
    Rating, 4.2 out of 5 stars
    ·
    352 reviews

    Intermediate · Specialization · 1 - 3 Months

  • M

    Microsoft

    Generative AI for Software Developers

    Skills you'll gain: Generative AI, Microsoft Copilot, Prompt Engineering, Test Case, Responsible AI, Microsoft Visual Studio, Version Control, Code Review, GitHub, Integrated Development Environments, Software Configuration Management, Software Development Tools, Software Documentation, AI Workflows, AI Enablement, Program Development, Development Environment, Computer Programming Tools, Artificial Intelligence, Project Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    185 reviews

    Intermediate · Specialization · 1 - 3 Months

  • U

    University at Buffalo

    Solar Energy and Electrical System Design

    Skills you'll gain: Electrical Systems, Electrical Wiring, HVAC, Building Design, Construction Inspection, Basic Electrical Systems, Engineering Calculations, Architectural Design, System Requirements, Mechanical Design, Building Codes, Structural Analysis, Cost Estimation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    729 reviews

    Intermediate · 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

  • U

    University of Pennsylvania

    Business Strategies for Social Impact

    Skills you'll gain: Social Impact, Sustainable Business, Return On Investment, Environmental Social And Corporate Governance (ESG), Corporate Sustainability, Strategic Leadership, Business Strategies, Business Leadership, Case Studies, Decision Making, Community Development, Business Ethics, Entrepreneurship, Investments

    4.6
    Rating, 4.6 out of 5 stars
    ·
    557 reviews

    Mixed · Course · 1 - 4 Weeks

  • U

    University of Colorado Boulder

    Neuroscience of Leadership: Leading with Your Brain

    Skills you'll gain: Organizational Leadership, Team Motivation, Diversity and Inclusion, Team Leadership, Organizational Change, Creativity, Personal Development, Leadership, Resilience, Employee Engagement, Strategic Leadership, Team Performance Management, Business Transformation, Decision Making, Self-Awareness, Coaching, Innovation, Change Management, Psychology, Storytelling

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    163 reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Pennsylvania

    Business Analytics Capstone

    Skills you'll gain: Data-Driven Decision-Making, Business Analytics, Operational Efficiency, Peer Review, Marketing Analytics, Data Analysis, Marketing, Performance Measurement, Operations, Analysis, Business Strategies, Business Metrics, Digital Advertising, Presentations, Problem Management, Advertising

    4.5
    Rating, 4.5 out of 5 stars
    ·
    775 reviews

    Intermediate · Course · 1 - 3 Months

  • M

    Microsoft

    Project Delivery in Business Analysis and Capstone Project

    Skills you'll gain: Software Development Life Cycle, Quality Management, Scrum (Software Development), Business Analysis, Requirements Management, Risk Management, Project Management, Project Risk Management, Business Process Improvement, Project Planning, Agile Methodology, User Acceptance Testing (UAT)

    4.8
    Rating, 4.8 out of 5 stars
    ·
    97 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    Universidade de São Paulo

    Iniciação e Planejamento de Projetos

    Skills you'll gain: Stakeholder Management, Conflict Management, Stakeholder Analysis, Project Scoping, Stakeholder Engagement, Project Management, Project Planning, Project Documentation, Organizational Structure, Influencing, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    970 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Michigan

    Innovations in Investment Technology: Artificial Intelligence

    Skills you'll gain: Investment Management, Wealth Management, Asset Management, Investments, FinTech, Financial Trading, Portfolio Management, Artificial Intelligence, Big Data, Financial Market, Artificial Neural Networks, Automation, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    420 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Management Fundamentals: University of Pennsylvania
  • Conceitos Básicos de Logística e Supply Chain: Universidade Estadual de Campinas
  • .NET FullStack Developer: Board Infinity
  • Generative AI for Software Developers: Microsoft
  • Solar Energy and Electrical System Design: University at Buffalo
  • Forex - Trading Around the World: Interactive Brokers
  • Business Strategies for Social Impact: University of Pennsylvania
  • Neuroscience of Leadership: Leading with Your Brain: University of Colorado Boulder
  • Business Analytics Capstone: University of Pennsylvania
  • Project Delivery in Business Analysis and Capstone Project: Microsoft

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