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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
    Free Trial
    V

    Vanderbilt University

    Generative AI Cybersecurity & Privacy for Leaders

    Skills you'll gain: Prompt Engineering, AI Security, ChatGPT, Prompt Patterns, Generative AI, Crisis Management, LLM Application, Productivity, Incident Response, Responsible AI, OpenAI, AI Personalization, AI Enablement, Data Ethics, Artificial Intelligence, Large Language Modeling, Business Ethics, Information Privacy, Threat Modeling, Cybersecurity

    4.8
    Rating, 4.8 out of 5 stars
    ·
    7.9K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    R

    Rutgers the State University of New Jersey

    Supply Chain Analytics Essentials

    Skills you'll gain: Supply Chain Management, Strategic Decision-Making, Working Capital, Data Analysis, Operational Efficiency, Performance Measurement, Job Analysis, Case Studies, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Construct Stock Market Indices

    Skills you'll gain: Market Data, Google Sheets, Data Import/Export, Equities, Financial Modeling, Financial Analysis, Financial Market

    4.5
    Rating, 4.5 out of 5 stars
    ·
    203 reviews

    Advanced · Guided Project · Less Than 2 Hours

  • Status: Free Trial
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    I

    IBM

    Introduction to Agile Development and Scrum

    Skills you'll gain: Agile Software Development, Agile Methodology, Kanban Principles, Agile Project Management, User Story, Sprint Retrospectives, Sprint Planning, Workflow Management, Performance Metric, Team Oriented, Backlogs, Performance Measurement, Lean Methodologies, Continuous Improvement Process, Prioritization, Estimation

    4.9
    Rating, 4.9 out of 5 stars
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    2.7K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
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    LearnKartS

    Certified Associate in Project Management Prep

    Skills you'll gain: Project Closure, Agile Project Management, Product Roadmaps, Project Management, Agile Software Development, Backlogs, Procurement, Stakeholder Management, Scope Management, Project Management Life Cycle, Agile Methodology, Project Controls, Project Risk Management, Project Planning, Project Schedules, Project Scoping, Project Estimation, Project Implementation, Waterfall Methodology, Project Performance

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
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    D

    Deep Teaching Solutions

    Aprendendo a aprender: ferramentas mentais poderosas para ajudá-lo a dominar assuntos difíceis (em Português) [Learning How to Learn]

    Skills you'll gain: Productivity, Lifelong Learning, Learning Strategies, Time Management, Willingness To Learn, Mental Concentration, Problem Solving, Overcoming Obstacles, Creative Thinking, Persistence, Cognitive flexibility, Stress Management, Planning

    4.9
    Rating, 4.9 out of 5 stars
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    4.2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Everyday Excel

    Skills you'll gain: Data Import/Export, Microsoft Excel, Regression Analysis, Data Validation, Data Visualization, Spreadsheet Software, Data Management, Excel Macros, Data Cleansing, Excel Formulas, Statistical Modeling, Financial Analysis, Productivity Software, Predictive Modeling, Data Sharing, Financial Modeling, Analysis, Mathematical Modeling, Complex Problem Solving, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
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    4.1K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    U

    University of California, Davis

    How to Write Emails and Engage Professors

    Skills you'll gain: Relationship Building, Research, Planning, Goal-Oriented, Professionalism, Resilience, Resourcefulness, Problem Solving, Persistence, Persuasive Communication, Time Management, Communication, Strategic Thinking

    Intermediate · Course · 1 - 4 Weeks

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    P

    Packt

    Meeting Design: A Tactical Guide for Productive Meetings

    Skills you'll gain: Meeting Facilitation, Conflict Management, Sprint Retrospectives, Collaboration, Teamwork, Design Thinking, Continuous Improvement Process, Organizational Effectiveness, Stakeholder Analysis, Taking Meeting Minutes, Organizational Development, Sales Presentation, Communication Planning, Leadership Development, Time Management, Communication Strategies, Data Visualization

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    S

    Starweaver

    Strategic Leadership in Hospitality

    Skills you'll gain: Revenue Management, Customer experience strategy (CX), Service Design, Design Thinking, Change Management, Capital Expenditure, Financial Statement Analysis, Cost Control, Social Media Marketing, Hospitality Management, Social Media, Innovation, Financial Forecasting, Finance, Operations Management, Prototyping, Strategic Planning, Capital Budgeting, Search Engine Optimization, Key Performance Indicators (KPIs)

    4.4
    Rating, 4.4 out of 5 stars
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    112 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    U

    University of Colorado Boulder

    GradCO: Professional Development Course

    Skills you'll gain: Professional Networking, Intercultural Competence, Teamwork, LinkedIn, Intellectual Property, Collaboration, Professional Development, Communication, Productivity, Cultural Responsiveness, Accountability, Conflict Management, Self-Awareness, Personal Development, Interviewing Skills, Data Management, Planning, Resilience

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Introducción a la Contabilidad Financiera

    Skills you'll gain: Financial Statement Analysis, Income Statement, Financial Statements, Accounting, Balance Sheet, Financial Accounting, Accrual Accounting, General Accounting, Financial Analysis, Financial Reporting, Cash Flows, Business Analytics

    4.8
    Rating, 4.8 out of 5 stars
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    1.3K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Generative AI Cybersecurity & Privacy for Leaders: Vanderbilt University
  • Supply Chain Analytics Essentials: Rutgers the State University of New Jersey
  • Construct Stock Market Indices: Coursera
  • Introduction to Agile Development and Scrum: IBM
  • Certified Associate in Project Management Prep: LearnKartS
  • Aprendendo a aprender: ferramentas mentais poderosas para ajudá-lo a dominar assuntos difíceis (em Português) [Learning How to Learn]: Deep Teaching Solutions
  • Everyday Excel: University of Colorado Boulder
  • How to Write Emails and Engage Professors: University of California, Davis
  • Meeting Design: A Tactical Guide for Productive Meetings: Packt
  • Strategic Leadership in Hospitality: Starweaver

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