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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
    D

    Digital Marketing Institute

    Planning a Digital Marketing Strategy

    Skills you'll gain: Marketing Budgets, Data-Driven Decision-Making, Digital Marketing, Social Media Marketing, Marketing Channel, Data Ethics, Customer experience strategy (CX), Digital Media Strategy, Customer Analysis, Customer experience improvement, Cross-Channel Marketing, Marketing Automation, Marketing Strategy and Techniques, Strategic Marketing, Social Media Strategy, Digital Advertising, Business Analytics, Marketing Planning, Marketing Analytics, Strategic Thinking

    4.6
    Rating, 4.6 out of 5 stars
    ·
    10 reviews

    Beginner · Specialization · 1 - 3 Months

  • C

    Coursera

    Program Resource Planning with ClickUp

    Skills you'll gain: Program Management, Diagram Design, Resource Planning, Project Planning, Project Management Software, Capacity Planning, Resource Management, Agile Methodology, Strategic Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6 reviews

    Intermediate · Guided Project · Less Than 2 Hours

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

    Coursera

    Financial Statements for Liquidity Insights

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Market Liquidity, Case Studies, Financial Analysis, Cash Flows, Working Capital, Balance Sheet, Data Storytelling, Benchmarking, Financial Modeling, Verbal Communication Skills, Financial Data, Income Statement, Communication, Data Analysis, Performance Analysis, Trend Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Voxy

    Low Intermediate English: Planning & Organization

    Skills you'll gain: Organizational Skills, Planning, Productivity, Calendar Management, English Language, Vocabulary, Social Skills, Time Management, Language Learning, Language Competency, Verbal Communication Skills, Grammar, Oral Comprehension, Communication

    5
    Rating, 5 out of 5 stars
    ·
    22 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Collegiate Esports and Career Planning

    Skills you'll gain: Workforce Development, Higher Education, Academic Advising, Relationship Building, Market Dynamics, Research, Student Engagement, Discussion Facilitation, Analysis, Diversity and Inclusion, Decision Making

    4.5
    Rating, 4.5 out of 5 stars
    ·
    55 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Project Planning and Execution Management

    Skills you'll gain: Project Schedules, Earned Value Management, Risk Analysis, Cost Estimation, Scheduling, Cost Management, Project Management, Project Planning, Project Estimation, Resource Allocation, Resource Management, Timelines, Risk Management, Budgeting, Performance Measurement, Dependency Analysis, Network Model

    4.8
    Rating, 4.8 out of 5 stars
    ·
    11 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG-focused Financial Products

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Services, Investments, Portfolio Management, Financial Market, Capital Markets, Sustainable Business, Financial Analysis, Environmental Issue, Sustainability Reporting, Corporate Sustainability, Applied Machine Learning, Compliance Training, Market Dynamics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    15 reviews

    Beginner · Course · 1 - 3 Months

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

    Creo Incubator

    Entrepreneurship: Financial Literacy & Fundraising Readiness

    Skills you'll gain: Entrepreneurial Finance, Business Strategy, Entrepreneurship, Financial Forecasting, Business Planning, Business Valuation, Fundraising, Mergers & Acquisitions, Financial Modeling, Finance, Financial Analysis, Cash Flow Forecasting, Presentations, Accounting, Investments, Business Metrics, Competitive Analysis, Value Propositions, Sales Presentations, Market Analysis

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Project Management Foundations, Initiation, and Planning

    Skills you'll gain: Earned Value Management, Team Motivation, Project Management Institute (PMI) Methodology, Project Planning, Stakeholder Management, Team Leadership, Project Management, Project Management Life Cycle, Project Scoping, Project Documentation, Project Schedules, Meeting Facilitation, Agile Project Management, Stakeholder Analysis, Quality Management, Work Breakdown Structure, Risk Management, Cost Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    564 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Understanding Financial Statements: Company Position

    Skills you'll gain: Balance Sheet, Financial Statements, Financial Statement Analysis, Financial Reporting, Financial Accounting, Accounting, Equities, Asset Management, Accounts Receivable, Accounts Payable

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Strategic Planning for Social Media

    Skills you'll gain: Social Media Strategy, Social Media Content, Social Media Marketing, Strategic Communication, Paid media, Content Strategy, Digital Media Strategy, Earned Media, Owned Media, Brand Strategy, Content Performance Analysis, Content Creation, Shared Media, Customer Relationship Building, Customer Engagement, Target Audience, Brand Management, Aesthetics

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Finance & Quantitative Modeling for Analysts

    Skills you'll gain: Financial Reporting, Return On Investment, Financial Acumen, Financial Data, Capital Budgeting, Financial Statements, Business Modeling, Mathematical Modeling, Finance, Regression Analysis, Financial Modeling, Statistical Modeling, Income Statement, Risk Analysis, Financial Analysis, Spreadsheet Software, Capital Expenditure, Excel Formulas, Microsoft Excel, Corporate Finance

    4.5
    Rating, 4.5 out of 5 stars
    ·
    17K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Planning a Digital Marketing Strategy: Digital Marketing Institute
  • Program Resource Planning with ClickUp: Coursera
  • Financial Statements for Liquidity Insights: Coursera
  • Low Intermediate English: Planning & Organization: Voxy
  • Collegiate Esports and Career Planning: University of California, Irvine
  • Project Planning and Execution Management: L&T EduTech
  • ESG-focused Financial Products: Interactive Brokers
  • Entrepreneurship: Financial Literacy & Fundraising Readiness: Creo Incubator
  • Project Management Foundations, Initiation, and Planning: SkillUp
  • Understanding Financial Statements: Company Position: University of Illinois Urbana-Champaign

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