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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Communicating with Presence

    Skills you'll gain: Persuasive Communication, Corporate Communications, Crisis Management, Media Relations, Public Speaking, Strategic Communication, Media and Communications, Communication Strategies, Storytelling, Verbal Communication Skills, Influencing, Communication, Media Strategy, Digital Marketing, Press Releases, Leadership, Sales Presentations, Stakeholder Communications, Public Relations, Marketing Communications

    4.8
    Rating, 4.8 out of 5 stars
    ·
    143 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Leeds

    Essential Skills for Your Career Development

    Skills you'll gain: Professional Networking, Communication, Lifelong Learning, Goal Setting, Constructive Feedback, Professional Development, Willingness To Learn, LinkedIn, Adaptability, Planning, Personal Development, Resilience, Social Media Content, Interviewing Skills

    4.6
    Rating, 4.6 out of 5 stars
    ·
    41 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Cape Town

    Severe to Profound Intellectual Disability: Circles of Care and Education

    Skills you'll gain: Lifelong Learning, Family Support, Disabilities, Working With Children, Caregiving, Training Programs, Human Learning, Patient Education and Support, Special Education, Child Development, Advocacy, Curriculum Planning, Care Coordination, Instructional Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    192 reviews

    Beginner · Course · 1 - 4 Weeks

  • T

    The State University of New York

    Building and Managing Superior Skills

    Skills you'll gain: Smart Goals, Peer Review, Professional Development, Goal Setting, Employee Training, AI Enablement, Personal Development, Performance Appraisal, Job Analysis, Talent Acquisition, Self-Awareness, Coaching, Recruitment Strategies, Test Tools, Constructive Feedback, Benchmarking, Portfolio Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    149 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    Liberty Mutual Insurance

    Liberty Mutual Insurance Sales Agent

    Skills you'll gain: Insurance, Insurance Policies, Closing (Sales), Insurance Sales, Overcoming Objections, Sales Prospecting, Productivity, Prospecting and Qualification, Verbal Communication Skills, Workers Compensation, Storytelling, Risk Management, Customer Relationship Building, Customer Retention, Sales Presentation, Communication, Underwriting, Consultative Selling, Commercial Laws, Product Knowledge

    4.5
    Rating, 4.5 out of 5 stars
    ·
    54 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Pennsylvania

    Network Dynamics of Social Behavior

    Skills you'll gain: Social Network Analysis, Network Analysis, Social Sciences, Sociology, Systems Thinking, Economics, Policy, and Social Studies, Simulations, Culture, Graph Theory, Complex Problem Solving, Innovation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    399 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Meta

    Advanced Data Modeling

    Skills you'll gain: MySQL Workbench, Extract, Transform, Load, Data Modeling, Database Design, MySQL, Data Warehousing, Database Management, Databases, Relational Databases, Database Architecture and Administration, Advanced Analytics, Data Analysis, Data Visualization Software

    4.3
    Rating, 4.3 out of 5 stars
    ·
    105 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Trade, Immigration and Exchange Rates in a Globalized World

    Skills you'll gain: International Finance, Economics, International Relations, Economic Development, Global Marketing, Financial Trading, Socioeconomics, World History, Supply And Demand, Political Sciences, Trend Analysis, Risk Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    300 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Dashboarding and Deployment

    Skills you'll gain: Dashboard, Data Storytelling, Data Presentation, Interactive Data Visualization, Data Visualization Software, Tableau Software, Geospatial Information and Technology, Data Analysis, Analytical Skills, Application Deployment, Network Analysis, Financial Data, Financial Analysis, Time Series Analysis and Forecasting

    5
    Rating, 5 out of 5 stars
    ·
    8 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Administración para obtener resultados

    Skills you'll gain: Organizational Strategy, Strategic Planning, Business Planning, Quality Management, Strategic Leadership, Performance Measurement, Key Performance Indicators (KPIs), Business Strategy, Performance Analysis, Organizational Effectiveness, Business Metrics, Continuous Improvement Process, Smart Goals, Goal Setting

    4.9
    Rating, 4.9 out of 5 stars
    ·
    635 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The State University of New York

    Introduction to Early Childhood

    Skills you'll gain: Child Development, Childhood Education and Development, Working With Children, Teaching, Family Support, Parent Communication, Cultural Diversity, Diversity Awareness, Classroom Management, Behavior Management, Positive Behavior Support, Curriculum Development, Policy Development, Rapport Building, Creativity, Data Collection, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    124 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Grant Writing for Health Researchers

    Skills you'll gain: Concision, Grant Writing, Sample Size Determination, Grant Applications, Proposal Writing, Biostatistics, Writing, Clinical Research Ethics, Editing, Statistical Analysis, Healthcare Ethics, Data Analysis, Clinical Research, Statistical Methods, Statistical Reporting, Medical Science and Research, Research Design, Planning, Science and Research, Growth Mindedness

    4.9
    Rating, 4.9 out of 5 stars
    ·
    53 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Communicating with Presence: IESE Business School
  • Essential Skills for Your Career Development: University of Leeds
  • Severe to Profound Intellectual Disability: Circles of Care and Education: University of Cape Town
  • Building and Managing Superior Skills: The State University of New York
  • Liberty Mutual Insurance Sales Agent: Liberty Mutual Insurance
  • Network Dynamics of Social Behavior: University of Pennsylvania
  • Advanced Data Modeling: Meta
  • Trade, Immigration and Exchange Rates in a Globalized World: IE Business School
  • Dashboarding and Deployment: University of California, Irvine
  • Administración para obtener resultados: Universidad Nacional Autónoma de México

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