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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
    L

    LearnKartS

    Project Approaches, Lifecycles, and Agile Implementation

    Skills you'll gain: Agile Project Management, Agile Methodology, Agile Software Development, Kanban Principles, Lean Methodologies, Project Management Life Cycle, Scaled Agile Framework, Project Implementation, Workflow Management, Sprint Planning, Project Planning, Project Management, Backlogs, Change Management, Sprint Retrospectives, Team Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    45 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    Association of International Certified Professional Accountants

    Making the Case for Robotic Process Automation

    Skills you'll gain: Robotic Process Automation, Business Process Automation, Return On Investment, Automation, Accounting and Finance Software, Business Requirements, Process Analysis, Business Metrics, Value Propositions, Process Improvement, Project Scoping, Digital Transformation

    4.1
    Rating, 4.1 out of 5 stars
    ·
    93 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    W

    West Virginia University

    Sales Force Management

    Skills you'll gain: Recruitment, Sales Training, Sales Management, Talent Recruitment, Sales, Employee Training, Performance Appraisal, Team Motivation, Interviewing Skills, Job Analysis, Performance Measurement

    4.7
    Rating, 4.7 out of 5 stars
    ·
    112 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    ESADE Business and Law School

    Modelos de empresa familiar: del capitán al grupo inversor

    Skills you'll gain: Succession Planning, Business Modeling, Organizational Structure, Business Management, Business Valuation, Business Leadership, Entrepreneurship, Governance, Change Management, Complex Problem Solving, Decision Making, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    57 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Mastering Cloud FinOps

    Skills you'll gain: Cloud Management, Dashboard, Resource Utilization, Financial Management, Cost Management, Anomaly Detection, Serverless Computing, Cloud Computing Architecture, Forecasting, Containerization, Change Management, Presentations, Generative AI, Case Studies

    4
    Rating, 4 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Healthcare Marketplace Capstone

    Skills you'll gain: Competitive Analysis, Healthcare Industry Knowledge, Stakeholder Analysis, Medical Devices, Market Opportunities, Innovation, Clinical Assessment, Market Analysis, Report Writing, Revenue Forecasting, Financial Modeling, Cost Benefit Analysis, Business Valuation, Regulatory Affairs, Intellectual Property

    4.7
    Rating, 4.7 out of 5 stars
    ·
    67 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Coursera

    Program Stakeholders Management in ClickUp

    Skills you'll gain: Stakeholder Management, Program Management, Stakeholder Engagement, Agile Methodology, Project Design, Stakeholder Analysis, Project Management, Diagram Design

    4.6
    Rating, 4.6 out of 5 stars
    ·
    19 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    C

    Cisco Learning and Certifications

    Threat Investigation

    Skills you'll gain: Cyber Threat Intelligence, Cyber Threat Hunting, Threat Detection, Vulnerability Assessments, Threat Management, Event Monitoring, Security Information and Event Management (SIEM), Continuous Monitoring, Incident Response, Security Management, System Monitoring, Network Analysis, Network Monitoring

    4.8
    Rating, 4.8 out of 5 stars
    ·
    39 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Chronic Respiratory Diseases (CRD) in Primary Care Settings

    Skills you'll gain: Pulmonology, Chronic Diseases, Respiratory Care, Primary Care, Respiratory Therapy, Patient Evaluation, Rehabilitation, Patient Education And Counseling, Diagnostic Tests, Treatment Planning, Health Equity, Preventative Care, Community Health, Patient-centered Care

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI for HR Professionals

    Skills you'll gain: AI Enablement, Human Resources, Technical Communication, Human Resource Strategy, Employee Surveys, Prompt Engineering, People Development, Generative AI, Persona Development, Interviewing Skills, Performance Review, Document Management, Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    40 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Inside BFSI: Structure, Challenges, and Technology

    Skills you'll gain: Financial Services, Banking, Customer experience strategy (CX), Regulatory Requirements, Market Intelligence, FinTech, Risk Management, Digital Transformation, Mobile Banking, Fraud detection, Cybersecurity, Emerging Technologies, Blockchain, Artificial Intelligence and Machine Learning (AI/ML), Corporate Sustainability

    4.6
    Rating, 4.6 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Maryland, College Park

    The Effect of Fires on People, Property and the Environment

    Skills you'll gain: Fire And Life Safety, Safety Standards, Accident Prevention, Hazard Analysis, Environmental Issue, Environmental Science, Building Design, Risk Management, Property Maintenance, Emergency Response

    4.7
    Rating, 4.7 out of 5 stars
    ·
    576 reviews

    Mixed · Course · 1 - 3 Months

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

  • Project Approaches, Lifecycles, and Agile Implementation: LearnKartS
  • Making the Case for Robotic Process Automation: Association of International Certified Professional Accountants
  • Sales Force Management: West Virginia University
  • Modelos de empresa familiar: del capitán al grupo inversor: ESADE Business and Law School
  • Mastering Cloud FinOps: Board Infinity
  • Healthcare Marketplace Capstone: University of Minnesota
  • Program Stakeholders Management in ClickUp: Coursera
  • Threat Investigation: Cisco Learning and Certifications
  • Chronic Respiratory Diseases (CRD) in Primary Care Settings: The University of Edinburgh
  • Generative AI for HR Professionals: Vanderbilt University

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