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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


  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    More Introduction to Financial Accounting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Inventory Accounting, Balance Sheet, Income Statement, Financial Accounting, Financial Reporting, Financial Analysis, Accounting, Depreciation, Fixed Asset, Accounts Receivable, Cash Flows, Equities, Tax

    4.8
    Rating, 4.8 out of 5 stars
    ·
    559 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Banking and Financial Institutions

    Skills you'll gain: Financial Systems, Bank Regulations, Banking, Financial Regulation, Financial Services, Risk Management, Retail Banking, Commercial Banking, Credit Risk, Finance, Payment Systems, FinTech, Operational Risk, Financial Market, Investment Banking, Securities (Finance), Balance Sheet

    4.7
    Rating, 4.7 out of 5 stars
    ·
    294 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Introduction to Financial Engineering and Risk Management

    Skills you'll gain: Financial Market, Securities (Finance), Derivatives, Mathematical Modeling, Applied Mathematics, Capital Markets, Futures Exchange, Equities, Financial Modeling, Probability, Risk Management, Portfolio Management, Probability Distribution, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
    ·
    318 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Virginia

    Fundamentals of Project Planning and Management

    Skills you'll gain: Stakeholder Analysis, Planning, Project Planning, Earned Value Management, Project Risk Management, Scheduling, Stakeholder Management, Risk Management, Project Management, Project Scoping, Project Schedules, Risk Analysis, Dependency Analysis, Agile Methodology, Kanban Principles

    4.7
    Rating, 4.7 out of 5 stars
    ·
    10K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Digital Transformation in Financial Services

    Skills you'll gain: FinTech, Technology Strategies, Payment Systems, Case Studies, Financial Services, Digital Transformation, International Finance, Banking Services, Mobile Banking, Banking, Innovation, Financial Regulations, Business Technologies, Business Transformation, Financial Market, Competitive Analysis, Analysis, Financial Regulation, Business Strategy, Business Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Financial Engineering and Risk Management

    Skills you'll gain: Portfolio Management, Derivatives, Financial Market, Securities (Finance), Investment Management, Portfolio Risk, Asset Management, Credit Risk, Mortgage Loans, Mathematical Modeling, Applied Mathematics, Capital Markets, Financial Modeling, Risk Modeling, Regression Analysis, Market Liquidity, Futures Exchange, Risk Management, Equities, Actuarial Science

    4.6
    Rating, 4.6 out of 5 stars
    ·
    417 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    T

    The Hong Kong University of Science and Technology

    Python and Statistics for Financial Analysis

    Skills you'll gain: Statistical Inference, Pandas (Python Package), Probability & Statistics, Risk Analysis, Financial Trading, Financial Data, Data Manipulation, Statistical Analysis, Regression Analysis, Financial Analysis, Jupyter, Financial Modeling, Python Programming, Model Evaluation, Data Visualization, Data Import/Export

    4.4
    Rating, 4.4 out of 5 stars
    ·
    4.6K reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Create a Financial Statement using Microsoft Excel

    Skills you'll gain: Financial Statements, Microsoft Excel, Excel Formulas, Balance Sheet, Ledgers (Accounting), Financial Data, Bookkeeping, Financial Reporting, Financial Accounting, Profit and Loss (P&L) Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    845 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Sustainable Cities

    Skills you'll gain: Traffic Flow Optimization, Architectural Design, Sustainable Development, Stormwater Management, Building Codes, Community Development, Land Development, Public Works, Sustainable Architecture, Landscape Architecture, Transportation Operations, Civil Engineering, Case Studies, Environmental Engineering, Building Design, Economic Development, Land Management, Sustainable Design, Sustainable Technologies, Environmental Science

    4.6
    Rating, 4.6 out of 5 stars
    ·
    487 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Amsterdam

    Reclaiming the Street for Livable Urban Spaces

    Skills you'll gain: Community Organizing, Systems Thinking, Advocacy, Transportation Operations, Change Management, Community Development, Sustainable Development, Innovation, Policy Analysis, Public Policies, Case Studies, Experimentation, Creativity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    84 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Succession Planning

    Skills you'll gain: Succession Planning, People Development, Strategic Leadership, Workforce Planning, Talent Management, Leadership and Management, Business Planning, Leadership Development, Leadership, Organizational Change, Business Continuity, Training and Development, Change Management, Risk Analysis, Business Risk Management

    4.1
    Rating, 4.1 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Planning

    Skills you'll gain: Project Schedules, Project Planning, Agile Methodology, Conflict Management, Stakeholder Management, Milestones (Project Management), Quality Assessment, Negotiation, Cost Estimation, Resource Planning, Project Risk Management, Contract Management, Kanban Principles

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 3 Months

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

  • More Introduction to Financial Accounting: University of Pennsylvania
  • Banking and Financial Institutions: University of Illinois Urbana-Champaign
  • Introduction to Financial Engineering and Risk Management: Columbia University
  • Fundamentals of Project Planning and Management: University of Virginia
  • Digital Transformation in Financial Services: Copenhagen Business School
  • Financial Engineering and Risk Management: Columbia University
  • Python and Statistics for Financial Analysis: The Hong Kong University of Science and Technology
  • Create a Financial Statement using Microsoft Excel: Coursera
  • Sustainable Cities: Johns Hopkins University
  • Reclaiming the Street for Livable Urban Spaces: University of Amsterdam

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