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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
    P

    Packt

    Certified Associate in Project Management (CAPM)

    Skills you'll gain: Stakeholder Management, Project Documentation, Requirements Management, Scope Management, Earned Value Management, Project Performance, Risk Management, Acceptance Testing, Ethical Standards And Conduct, Kanban Principles, Business Process Modeling, Waterfall Methodology, Team Leadership, Project Schedules, Scaled Agile Framework, Project Management Software, Communication Planning, Business Modeling, Stakeholder Analysis, Registration

    4.7
    Rating, 4.7 out of 5 stars
    ·
    59 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Preview
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    I

    IE Business School

    Foundations of Strategy

    Skills you'll gain: Competitive Analysis, Business Strategy, Economics, Market Dynamics, Business Economics, Strategic Thinking, Market Analysis, Strategic Planning, Strategic Marketing, Resource Management, Business Process

    4.8
    Rating, 4.8 out of 5 stars
    ·
    205 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Banco Interamericano de Desarrollo

    Diseño y Gestión de Proyectos de Desarrollo

    Skills you'll gain: Project Risk Management, Risk Management, Project Design, Work Breakdown Structure, Risk Analysis, Risk Mitigation, Case Studies, Cost Management, Earned Value Management, Project Scoping, Project Controls, Project Schedules, Project Management, Project Closure, Sustainable Development, Program Evaluation, Communication Planning, Procurement, Budget Management, Continuous Monitoring

    4.8
    Rating, 4.8 out of 5 stars
    ·
    581 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Microsoft Full-Stack Developer

    Skills you'll gain: CI/CD, Cascading Style Sheets (CSS), GitHub, C# (Programming Language), HTML and CSS, Azure DevOps, Load Balancing, Continuous Integration, Git (Version Control System), Role-Based Access Control (RBAC), Scalability, Object Oriented Programming (OOP), Authentications, ASP.NET, Full-Stack Web Development, Web Development, SQL, Microsoft Copilot, .NET Framework, Graph Theory

    4.6
    Rating, 4.6 out of 5 stars
    ·
    337 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Building the Business Model for Corporate Entrepreneurs

    Skills you'll gain: Business Modeling, Customer Analysis, Financial Modeling, Business Strategy, Entrepreneurship, Business Planning, Customer Insights, Value Propositions, Target Market, Customer Relationship Management, Product Development, Innovation, Interviewing Skills

    4.6
    Rating, 4.6 out of 5 stars
    ·
    81 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Commercial Awareness

    Skills you'll gain: Strategic Decision-Making, Business Acumen, Competitive Analysis, Sales Strategy, Strategic Thinking, Business Strategy, Market Trend, Market Analysis, Business Marketing, Sales, Financial Acumen, Leadership, Business, Business Management, Financial Analysis, Marketing Strategies, Marketing, Business Metrics, Market Dynamics, Consumer Behaviour

    4.5
    Rating, 4.5 out of 5 stars
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    16 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SAP

    SAP Business Analyst

    Skills you'll gain: User Story, Business Process Modeling, Risk Analysis, Performance Measurement, Stakeholder Management, Process Analysis, Business Analysis, Risk Management, Requirements Elicitation, Process Design, Requirements Management, Business Process, Process Mapping, Process Improvement, Business Systems Analysis, Business Risk Management, Gap Analysis, Enterprise Risk Management (ERM), Business Requirements, SAP Applications

    4.5
    Rating, 4.5 out of 5 stars
    ·
    144 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    Imperial College London

    Foundations of Public Health Practice

    Skills you'll gain: Public Health, Public Health and Disease Prevention, Health Equity, Health Disparities, Health Promotion, Microbiology, Health Assessment, Sanitation, Program Evaluation, Healthcare Ethics, Epidemiology, Infectious Diseases, Health Policy, Preventative Care, Environment Health And Safety, Behavioral Economics, Health Education, Intelligence Collection and Analysis, Applied Behavior Analysis, Social Determinants Of Health

    4.7
    Rating, 4.7 out of 5 stars
    ·
    683 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    B

    Board Infinity

    Generative AI in HR - Impact and Application of Gen AI

    Skills you'll gain: Responsible AI, HR Tech, Employee Engagement, Human Resources, Generative AI, Data Ethics, Talent Recruitment, Talent Acquisition, Human Resource Strategy, Recruitment, Trend Analysis, Employee Training, Employee Retention, Data-Driven Decision-Making, Workforce Development, Workforce Planning

    4.3
    Rating, 4.3 out of 5 stars
    ·
    248 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The State University of New York

    International Cyber Conflicts

    Skills you'll gain: Cyber Threat Intelligence, Cyber Security Policies, Cybersecurity, International Relations, Cyber Governance, Network Infrastructure, Conflict Management, Security Management, Political Sciences, Media and Communications, Psychology

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.6K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Introducción a la gestión de proyectos

    Skills you'll gain: Project Management Life Cycle, Project Planning, Project Management Institute (PMI) Methodology, Project Management, Project Schedules, Project Scoping, Coordination, Project Implementation, Leadership and Management, Leadership

    4.8
    Rating, 4.8 out of 5 stars
    ·
    796 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Indian School of Business

    Design your own trading strategy – Culminating Project

    Skills you'll gain: Peer Review, Data Collection, Financial Trading, Project Design, Portfolio Management, Securities Trading, Business Planning, Market Analysis, Technical Analysis, Model Evaluation, Investment Management, Financial Analysis, Performance Analysis, Statistical Hypothesis Testing, Equities

    4.4
    Rating, 4.4 out of 5 stars
    ·
    105 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Certified Associate in Project Management (CAPM): Packt
  • Foundations of Strategy: IE Business School
  • Diseño y Gestión de Proyectos de Desarrollo: Banco Interamericano de Desarrollo
  • Microsoft Full-Stack Developer: Microsoft
  • Building the Business Model for Corporate Entrepreneurs: University of Maryland, College Park
  • Commercial Awareness: Coursera
  • SAP Business Analyst: SAP
  • Foundations of Public Health Practice: Imperial College London
  • Generative AI in HR - Impact and Application of Gen AI: Board Infinity
  • International Cyber Conflicts: The State University of New York

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