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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
    C

    CertNexus

    CFR: Security Assessment, Data Collection, and Log Analysis

    Skills you'll gain: Vulnerability Management, Security Information and Event Management (SIEM), Penetration Testing, Vulnerability Assessments, Cybersecurity, Intelligence Collection and Analysis, Vulnerability Scanning, Cyber Attacks, Network Security, Information Systems Security, Computer Security, Analysis, Network Analysis, Auditing, Data Analysis, Linux Commands, Data Collection, Correlation Analysis, Bash (Scripting Language), Windows PowerShell

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Master Cloud Accounting with Wave Apps: Analyze & Manage

    Skills you'll gain: Ledgers (Accounting), Small Business Accounting, Accounting Systems, Payroll Processing, Accounts Payable, General Accounting, Dashboard, Sales Tax

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    N

    Niel Asher Education

    Sports Massage Principles for Performance and Recovery

    Skills you'll gain: Sports Medicine, Patient Evaluation, Rehabilitation, Athletic Training, Treatment Planning, Manual Therapy, Patient Education And Counseling, Physical Therapy, Pain Management, Exercise Science, Patient Treatment, Kinesiology, Injury Prevention, Anatomy

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Análisis Financiero

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Financial Reporting, Capital Budgeting, Project Finance, Cash Flows, Return On Investment, Financial Modeling, Cash Management, Investment Management, Capital Markets, Equities, Investments, Corporate Finance, Bankruptcies, Tax

    4.9
    Rating, 4.9 out of 5 stars
    ·
    741 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Implement Strategic Plans: Analyze, Execute & Optimize

    Skills you'll gain: Organizational Effectiveness, Strategic Decision-Making, Operations Management

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    M

    Microsoft

    Microsoft Project Management: Build Job-Ready Skills

    Skills you'll gain: Stakeholder Management, Stakeholder Analysis, Virtual Teams, Scheduling, Team Management, Conflict Management, Project Schedules, Project Management Life Cycle, Project Management, Risk Mitigation, Teamwork, Project Management Office (PMO), Project Coordination, Procurement, Kanban Principles, Performance Measurement, Risk Management, Communication, Planning, Budgeting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    742 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Wharton Business Foundations Capstone

    Skills you'll gain: Peer Review, Project Design, Business, Analysis, Business Planning, Marketing Strategy and Techniques, Marketing, Business Analysis, Competitive Analysis, Strategic Thinking, Constructive Feedback, Business Strategy, Accounting, Report Writing, Finance, Financial Accounting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    414 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Medical Coding for Max Reimbursement

    Skills you'll gain: Medical Billing and Coding, Medical Billing, ICD Coding (ICD-9/ICD-10), Medical Coding, CPT Coding, Revenue Cycle Management, Clinical Documentation, Medical Office Procedures, Health Information Management and Medical Records, Health Administration, Revenue Management, Medical Terminology

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    M

    Measure What Matters

    OKR Certification: Leadership and Goal Setting

    Skills you'll gain: Goal Setting, Key Performance Indicators (KPIs), Organizational Effectiveness, Organizational Leadership, Business Priorities, Organizational Strategy, Personal Development, Leadership and Management, Performance Management, Employee Performance Management, Prioritization, Recognizing Others, Performance Measurement, Planning, Collaboration, Business Strategy, Constructive Feedback, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    658 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    S

    Starweaver

    Generative AI: Transform Your Management Consulting

    Skills you'll gain: Responsible AI, Management Consulting, Business Consulting, Anthropic Claude, Process Mapping, Data Ethics, Google Gemini, Generative AI, Artificial Intelligence, Process Improvement and Optimization, Process Analysis, ChatGPT, Predictive Modeling, Microsoft Copilot, Business Analytics, Presentations, Prompt Engineering, Data Analysis, Change Management, Quality Assurance

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Strategic Sales Management

    Skills you'll gain: Sales Management, Sales Strategy, Customer Engagement, Sales Process, Sales Enablement, Sales Training, Case Studies, Sales, Business Planning, Conflict Management, Marketing, Marketing Planning, Strategic Marketing, Market Intelligence, Product Planning, B2B Sales, Competitive Intelligence, Business Marketing, Customer Relationship Building, Business Strategy

    4.5
    Rating, 4.5 out of 5 stars
    ·
    526 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Develop and Evaluate LLM Features Effectively

    Skills you'll gain: User Acceptance Testing (UAT), Product Requirements, LLM Application, User Requirements Documents, Acceptance Testing, AI Product Strategy, Large Language Modeling, User Story, Functional Requirement, Functional Testing, Business Requirements, Scenario Testing, Requirements Analysis, Risk Management Framework, Key Performance Indicators (KPIs), Technical Communication

    Intermediate · Course · 1 - 4 Weeks

1…909192…419

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

  • CFR: Security Assessment, Data Collection, and Log Analysis: CertNexus
  • Master Cloud Accounting with Wave Apps: Analyze & Manage: EDUCBA
  • Sports Massage Principles for Performance and Recovery: Niel Asher Education
  • Análisis Financiero: Pontificia Universidad Católica de Chile
  • Implement Strategic Plans: Analyze, Execute & Optimize: EDUCBA
  • Microsoft Project Management: Build Job-Ready Skills: Microsoft
  • Wharton Business Foundations Capstone: University of Pennsylvania
  • Medical Coding for Max Reimbursement: Coursera
  • OKR Certification: Leadership and Goal Setting: Measure What Matters
  • Generative AI: Transform Your Management Consulting: Starweaver

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