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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
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    SkillUp

    Managing Windows Servers, Virtualization, & Containerization

    Skills you'll gain: Windows Servers, Hyper-V, Containerization, Kubernetes, Docker (Software), Virtualization, Virtual Machines, Server Administration, Hybrid Cloud Computing, Microsoft Azure, Infrastructure As A Service (IaaS), Windows PowerShell, Systems Administration, Configuration Management

    5
    Rating, 5 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Practicum with Multiple Projects

    Skills you'll gain: Stakeholder Management, Stakeholder Communications, Work Breakdown Structure, Program Management, Project Management, Resource Planning, Resource Utilization, Agile Project Management, Project Risk Management, Resource Allocation, Scheduling, Project Schedules, Agile Methodology, Portfolio Management

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    Y

    Yunus Social Business Fund Bengaluru

    Creating a Social Business

    Skills you'll gain: Stakeholder Management, Social Impact, Peer Review, Sustainable Business, Corporate Sustainability, Entrepreneurship, Case Studies, Complex Problem Solving, Needs Assessment, Root Cause Analysis, Business Strategy, Business Modeling, Innovation, Business, Economics

    Beginner · Course · 1 - 3 Months

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    E

    EDUCBA

    Comparable Company Valuation – Advanced Analysis & Cases

    Skills you'll gain: Market Share, Financial Statement Analysis, Case Studies, Estimation, Business Valuation, Financial Analysis, Competitive Analysis, Financial Modeling, Market Analysis, Growth Strategies, International Finance, Financial Forecasting, Benchmarking, Spreadsheet Software

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    PwC India

    GST - Maintaining documents, accounts and records

    Skills you'll gain: Accounting Records, Invoicing, Billing & Invoicing, Key Performance Indicators (KPIs), Compliance Management, Billing, Tax Compliance, Record Keeping, Accounting, Records Management, Document Control, Tax Management, Performance Reporting, Regulatory Compliance, Reconciliation, Performance Analysis, Data Collection

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    R

    Real Madrid Graduate School Universidad Europea

    Introduction to AI and Technology in Sports

    Skills you'll gain: Sports Medicine, Analytics, Artificial Intelligence, AI Enablement, Data Analysis Software, Data Analysis, Deep Learning, Real Time Data, Machine Learning, Data Ethics, Health Technology, AI Security, Responsible AI, Large Language Modeling, Technology Solutions, Scikit Learn (Machine Learning Library), Technology Strategies, Statistical Methods, Natural Language Processing, Performance Appraisal

    4.5
    Rating, 4.5 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Goodwill® Digital Navigator Certificate

    Skills you'll gain: digital literacy, Cultural Responsiveness, Community Outreach, Training Programs, Relationship Building, Active Listening, Cultural Diversity, Computer Literacy, Disabilities, Workforce Development, Community Development, Web Content Accessibility Guidelines, Diversity Awareness, Curriculum Planning, Needs Assessment, Digital Communications, Rapport Building, Professional Development, Ethical Standards And Conduct, Program Evaluation

    4.7
    Rating, 4.7 out of 5 stars
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    40 reviews

    Beginner · Specialization · 1 - 3 Months

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    C

    Coursera

    Introduction to Next.js

    Skills you'll gain: JavaScript Frameworks, React.js, Application Development, Application Frameworks, Application Deployment, Web Applications, Front-End Web Development, Web Development Tools, Cascading Style Sheets (CSS), Web Development, Routing Protocols, Responsive Web Design, Server Side

    4.5
    Rating, 4.5 out of 5 stars
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    27 reviews

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Hedge Funds & Private Equity: Analyze & Evaluate

    Skills you'll gain: Private Equity, Loans, Investment Management, Equities, Case Studies, Performance Measurement, Investment Banking, Investments, Portfolio Management, Financial Market, Capital Markets, Performance Analysis, Mergers & Acquisitions, Resource Allocation, Financial Analysis, Asset Management, Market Liquidity, Entrepreneurial Finance, Derivatives, Business Valuation

    Mixed · Course · 1 - 4 Weeks

  • Status: New
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    LearnKartS

    Cybersecurity Governance and Compliance

    Skills you'll gain: Penetration Testing, Cyber Governance, Risk Management, Cyber Security Strategy, Risk Appetite, Business Risk Management, Vendor Management, Governance Risk Management and Compliance, Security Strategy, Cyber Security Policies, Personally Identifiable Information, Compliance Management, Business Continuity, Information Privacy, Cyber Risk, Risk Analysis, Security Awareness, Data Management, Vulnerability Management

    4.1
    Rating, 4.1 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 4 Weeks

  • G

    Google Cloud

    Introduction to Migration Center Servers Assessments

    Skills you'll gain: Data Import/Export, Financial Analysis, Management Reporting, Cloud Technologies, IT Automation, Data Migration, Google Cloud Platform, Cloud Management, Cloud Infrastructure, Performance Reporting

    Intermediate · Project · Less Than 2 Hours

  • P

    Packt

    AI Strategy for Business Leaders with ChatGPT, ML & DL

    Skills you'll gain: AI Product Strategy, Digital Transformation, Business Strategy, Google Cloud Platform, Technology Strategies, Amazon Bedrock, Artificial Intelligence, Responsible AI, Return On Investment, Organizational Leadership, ChatGPT, Generative AI, Emerging Technologies, Risk Management, Machine Learning

    Intermediate · Course · 1 - 3 Months

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

  • Managing Windows Servers, Virtualization, & Containerization: SkillUp
  • Project Practicum with Multiple Projects: University of California, Irvine
  • Creating a Social Business: Yunus Social Business Fund Bengaluru
  • Comparable Company Valuation – Advanced Analysis & Cases: EDUCBA
  • GST - Maintaining documents, accounts and records: PwC India
  • Introduction to AI and Technology in Sports: Real Madrid Graduate School Universidad Europea
  • Goodwill® Digital Navigator Certificate: Goodwill Industries International
  • Introduction to Next.js: Coursera
  • Hedge Funds & Private Equity: Analyze & Evaluate: EDUCBA
  • Cybersecurity Governance and Compliance: LearnKartS

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