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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: New
    New
    Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Estimating Fundamentals

    Skills you'll gain: Construction Estimating, Risk Management, Cost Estimation, Project Estimation, Construction Management, Estimation, Bidding, Construction, Cost Management, Verification And Validation, Workflow Management, Business Ethics, Budgeting, Project Management, Engineering Plans And Specifications

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    GenAI for Contract Managers: Automating CLM

    Skills you'll gain: Contract Management, Performance Analysis, Generative AI Agents, Legal Technology, Contract Review, Contract Compliance, Analysis, Workflow Management, Compliance Management, Document Management, Supplier Management, Business Process Automation, Vendor Management, Automation, Process Optimization, Continuous Improvement Process, Operational Efficiency, Risk Management

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Human Resource Stewardship for Churches

    Skills you'll gain: Compensation Analysis, Performance Review, Staff Management, Safety Training, Human Resources, Human Resource Management, Diversity and Inclusion, Performance Management, Human Resources Management and Planning, Recruitment, Human Resource Policies, Compensation and Benefits, Supervision, Job Analysis, New Hire Orientations

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Aptly

    Google Ads Search Certification Preparation

    Skills you'll gain: Google Ads, Pay Per Click Advertising, Search Engine Marketing, Campaign Management, Digital Advertising, Registration, Marketing, Keyword Research, Advertising, Digital Marketing, Test Planning

    Beginner · 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: Free Trial
    Free Trial
    B

    Board Infinity

    Advanced Cybersecurity Risk Management

    Skills you'll gain: Incident Response, Risk Management Framework, Cyber Risk, Risk Management, Security Management, Enterprise Risk Management (ERM), Business Risk Management, Cyber Threat Intelligence, Governance Risk Management and Compliance, Continuous Monitoring, Cyber Security Strategy, Security Information and Event Management (SIEM), Threat Detection, ISO/IEC 27001, Control Objectives for Information and Related Technology (COBIT), Key Performance Indicators (KPIs)

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Colorado Boulder

    Number Sense for Primary Education with PhET Simulations

    Skills you'll gain: Teaching, Interactive Learning, Pedagogy, Lesson Planning, Mathematics Education, Education Software and Technology, Simulations, Arithmetic, Cultural Responsiveness

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Analytics Project Ideation

    Skills you'll gain: Predictive Modeling, Predictive Analytics, Simulations, Exploratory Data Analysis, Experimentation, Research Design, Business Analytics, Operations Research, Project Design, Customer Analysis, A/B Testing, Data Mining, Business Analysis, Analytical Skills, Ideation, Advanced Analytics, Applied Machine Learning, Process Mapping, Problem Solving, Critical Thinking

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    Status: Preview
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    U

    University of Pennsylvania

    Creativity In Business and Other Disciplines

    Skills you'll gain: Creative Thinking, Creativity, Creative Problem-Solving, Ideation, Innovation, Architectural Design, Problem Solving, Design Thinking, Artificial Intelligence and Machine Learning (AI/ML), Entrepreneurship, Artificial Intelligence, Advertising, Marketing, Game Design, Consumer Behaviour, Experimentation

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Risk Assessment and Management in Cybersecurity

    Skills you'll gain: Business Continuity Planning, Risk Mitigation, Risk Management, Risk Analysis, Threat Management, IT Management, Vulnerability Management, Business Risk Management, Enterprise Risk Management (ERM), Disaster Recovery, Governance Risk Management and Compliance, Risk Control, Operational Risk, Cybersecurity, Incident Response, Emerging Technologies, Compliance Management

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Amsterdam

    Being Smart about Cycling Futures

    Skills you'll gain: Policy Analysis, Visionary, Systems Thinking, Innovation, Creative Thinking, Sustainable Development, Sustainable Systems, Social Justice, Case Studies, Cultural Diversity, Critical Thinking, Emerging Technologies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    11 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Automatic Data Processing, Inc. (ADP)

    Building Confidence in the Future

    Skills you'll gain: Visionary, Drive Engagement, Value Propositions, Team Leadership, Company, Product, and Service Knowledge, Storytelling, Strategic Leadership, Team Management, Communication Planning, Organizational Leadership, Leadership, Open Mindset, Professional Development, Mindfulness

    Beginner · Course · 1 - 4 Weeks

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

  • Estimating Fundamentals: University of California, Davis
  • GenAI for Contract Managers: Automating CLM: Coursera
  • Human Resource Stewardship for Churches: Duke University
  • Google Ads Search Certification Preparation: Aptly
  • GST - Maintaining documents, accounts and records: PwC India
  • Advanced Cybersecurity Risk Management: Board Infinity
  • Number Sense for Primary Education with PhET Simulations: University of Colorado Boulder
  • Analytics Project Ideation: University of Minnesota
  • Creativity In Business and Other Disciplines: University of Pennsylvania
  • Risk Assessment and Management in Cybersecurity: Board Infinity

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