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  • Financial Planning

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.


Popular Financial Planning Courses and Certifications


  • Status: New
    New
    Status: Free Trial
    Free Trial
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    Scrum Alliance

    Agile Coaching Essentials

    Skills you'll gain: Teaching, Culture Transformation, Discussion Facilitation, Organizational Change, Meeting Facilitation, Business Transformation, Employee Coaching, Coaching, Agile Product Development, Organizational Structure, Agile Project Management, Agile Software Development, Mentorship, Team Leadership, Agile Methodology, Team Performance Management, Leadership and Management, Organizational Strategy, Team Management, Strategic Leadership

    4.1
    Rating, 4.1 out of 5 stars
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    12 reviews

    Beginner Ā· Specialization Ā· 3 - 6 Months

  • Status: Free Trial
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    Universidad Nacional Autónoma de México

    Proyecto final: Evaluación del y para el aprendizaje

    Skills you'll gain: Peer Review, Program Evaluation, Curriculum Planning, Qualitative Research, Survey Creation, Systems Thinking

    4.8
    Rating, 4.8 out of 5 stars
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    59 reviews

    Intermediate Ā· Course Ā· 1 - 4 Weeks

  • Status: Free Trial
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    LearnKartS

    Risk Identification

    Skills you'll gain: Root Cause Analysis, Risk Mitigation, Risk Analysis, Risk Management, Project Risk Management, Brainstorming, Operational Risk, Stakeholder Engagement, Compliance Management, Focus Group, Project Documentation, Interviewing Skills

    4.6
    Rating, 4.6 out of 5 stars
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    20 reviews

    Intermediate Ā· Course Ā· 1 - 4 Weeks

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    Coursera

    Data Balancing with Gen AI: Credit Card Fraud Detection

    Skills you'll gain: Generative Adversarial Networks (GANs), Generative AI, Fraud detection, Keras (Neural Network Library), Tensorflow, Data Preprocessing, Deep Learning, Dimensionality Reduction, Exploratory Data Analysis, Anomaly Detection, Data Visualization, Data Synthesis, Python Programming

    4.1
    Rating, 4.1 out of 5 stars
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    9 reviews

    Intermediate Ā· Guided Project Ā· Less Than 2 Hours

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    Packt

    Coaching Skills

    Skills you'll gain: Coaching, Employee Coaching, Constructive Feedback, Motivational Skills, People Development, Team Performance Management, Empowerment, Leadership Development, Performance Management, Growth Mindedness, Goal Setting

    4.9
    Rating, 4.9 out of 5 stars
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    21 reviews

    Beginner Ā· Course Ā· 1 - 4 Weeks

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    University of Michigan

    Reigniting Employee Engagement

    Skills you'll gain: Employee Engagement, Interactive Learning, Stress Management, Drive Engagement, Employee Retention, Strategic Planning, Personal Development, Empathy, Leadership, Self-Awareness, Business

    4.7
    Rating, 4.7 out of 5 stars
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    26 reviews

    Intermediate Ā· Course Ā· 1 - 4 Weeks

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    Coursera

    Business Model Canvas

    Skills you'll gain: Target Market, Value Propositions, Cost Control, Customer Analysis, Business Modeling, Strategic Partnership, Marketing Channel, Entrepreneurship, Business Strategy, Resource Management, Revenue Management

    4.5
    Rating, 4.5 out of 5 stars
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    57 reviews

    Intermediate Ā· Guided Project Ā· Less Than 2 Hours

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    University of California, Irvine

    The Blockchain System

    Skills you'll gain: Blockchain, Data Sharing, Cryptography, Transaction Processing, Fraud detection, Distributed Computing, Data Integrity, FinTech, Systems Architecture, Emerging Technologies, Data Validation, Security Strategy

    4.2
    Rating, 4.2 out of 5 stars
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    41 reviews

    Beginner Ā· Course Ā· 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Recuperación de proyectos en crisis

    Skills you'll gain: Crisis Management, Project Documentation, Project Management, Project Controls, Problem Management, Risk Management, Case Studies, Earned Value Management, Project Planning, Project Performance, Stakeholder Management, Decision Making

    4.9
    Rating, 4.9 out of 5 stars
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    69 reviews

    Intermediate Ā· Course Ā· 1 - 3 Months

  • Status: Free Trial
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    Coursera

    GenAI for Project Managers: Scaling with GenAI

    Skills you'll gain: Innovation, Project Management, AI Product Strategy, Responsible AI, Generative AI, Project Coordination, Cost Reduction, Project Planning, Resource Allocation, Process Improvement, Risk Management, Predictive Analytics

    4.5
    Rating, 4.5 out of 5 stars
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    10 reviews

    Intermediate Ā· Course Ā· 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Musician’s Professional Toolbox: Your Portfolio Career

    Skills you'll gain: Productivity, Brand Strategy, Market Research, Professional Networking, Time Management, Branding, Target Audience, Business Modeling, Social Media, Prioritization, Competitive Analysis, Photo/Video Production and Technology, Promotional Materials, Goal Setting, Business Strategy, Marketing Materials, Business Planning, Recruitment, Presentations, Marketing

    4.9
    Rating, 4.9 out of 5 stars
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    17 reviews

    Intermediate Ā· Specialization Ā· 3 - 6 Months

  • Status: Preview
    Preview
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    Sungkyunkwan University

    The Fundamental of Data-Driven Investment

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Performance Analysis, R Programming, Time Series Analysis and Forecasting, Risk Analysis, Financial Analysis, Financial Modeling, Financial Data, Statistical Programming, Regression Analysis, Data Manipulation, Data Visualization

    4.4
    Rating, 4.4 out of 5 stars
    Ā·
    7 reviews

    Beginner Ā· Course Ā· 1 - 4 Weeks

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

  • Agile Coaching Essentials:Ā Scrum Alliance
  • Proyecto final: Evaluación del y para el aprendizaje:Ā Universidad Nacional Autónoma de MĆ©xico
  • Risk Identification:Ā LearnKartS
  • Data Balancing with Gen AI: Credit Card Fraud Detection:Ā Coursera
  • Coaching Skills:Ā Packt
  • Reigniting Employee Engagement:Ā University of Michigan
  • Business Model Canvas:Ā Coursera
  • The Blockchain System:Ā University of California, Irvine
  • Recuperación de proyectos en crisis:Ā Universidad de los Andes
  • GenAI for Project Managers: Scaling with GenAI:Ā Coursera

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