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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


  • U

    University of Illinois at Urbana-Champaign

    Financial Management Graduate Certificate

    Skills you'll gain: Business Strategy, Data Visualization, Data Storytelling, Management Accounting, Model Evaluation, Fund Accounting, Operations Management, Organizational Change, Mergers & Acquisitions, Financial Statement Analysis, Project Closure, Risk Management, Social Determinants Of Health, Revenue Recognition, Entrepreneurship, Data Governance, Financial Auditing, Generative AI, Supply And Demand, Statistical Inference

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Project Management: Life cycle and project planning

    Skills you'll gain: Project Management Life Cycle, Project Management, Project Planning, Scope Management, Project Schedules, Work Breakdown Structure, Timelines, Organizational Skills, Organizational Structure, Resource Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    110 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    ChatGPT for Project Management: Insight, Planning, & Success

    Skills you'll gain: Large Language Modeling, Project Planning, ChatGPT, Risk Analysis, Timelines, Project Risk Management, Performance Metric, Project Schedules, Project Management, Prompt Engineering, Key Performance Indicators (KPIs), Smart Goals, Work Breakdown Structure, Generative AI, Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    74 reviews

    Mixed · Course · 1 - 4 Weeks

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

    EDUCBA

    US GAAP Accounting & Financial Reporting Mastery

    Skills you'll gain: Generally Accepted Accounting Principles (GAAP), Financial Reporting, Financial Statements, Revenue Recognition, Financial Statement Analysis, Non-Profit Accounting, Technical Accounting, Balance Sheet, Income Statement, Cash Flows, Expense Management, Mergers & Acquisitions, Financial Accounting, Standard Accounting Practices, Inventory Accounting, Tax Management, Compliance Reporting, Consolidation, Financial Data, Accounting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    32 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    Strategic Impact: A Leader's Planning Framework

    Skills you'll gain: Strategic Communication, Strategic Leadership, Strategic Planning, Business Planning, Performance Measurement, Employee Engagement, Organizational Strategy, Key Performance Indicators (KPIs), Planning, Business Leadership, Dashboard, Goal Setting, Storytelling, Virtual Teams, Data Storytelling, Business Strategy, Stakeholder Engagement, Leadership Development, Team Building, Teamwork

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The University of Melbourne

    The Language and Tools of Financial Analysis

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Statements, Accounting, Balance Sheet, Income Statement, Financial Reporting, Corporate Finance, Cash Flows, Accrual Accounting, Risk Analysis, Governance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.4K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Lesson Planning with the ELL in Mind

    Skills you'll gain: Lesson Planning, Language Competency, English Language, Curriculum Planning, Instructional and Curriculum Design, Language Learning, Student Engagement, Grammar, Vocabulary, Literacy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    202 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Simplilearn

    Generative AI in Project Planning Training

    Skills you'll gain: Risk Analysis, AI Enablement, AI Workflows, Project Performance

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Investing: Financial Decisions in Flux

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Development, Corporate Sustainability, Sustainability Standards, Financial Services, Environmental Regulations, Financial Market, Investments, Market Trend, Portfolio Management, Market Analysis, Regulatory Compliance, Capital Markets, Risk Analysis, Sustainable Business, Data Collection, Due Diligence, Big Data, Data Science, Risk Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    127 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Enterprise Systems

    Skills you'll gain: Enterprise Resource Planning, Business Systems, Change Management, Business Technologies, Organizational Change, System Implementation, Business Process, Case Studies, Business Management, Business, Business Strategy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    832 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Analyze Big Data Analytics for Financial Transformation

    Skills you'll gain: Data-Driven Decision-Making, Case Studies, Analytics, Financial Services, Business Analytics, SAP Analytics Cloud, Banking, Financial Analysis, Big Data, Data Analysis, Risking, Trend Analysis, Fraud detection, Law, Regulation, and Compliance, Business Ethics, Data Visualization Software

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    AI for Business Ethics & Financial Strategy Mastery

    Skills you'll gain: Data Ethics, Financial Modeling, Responsible AI, AI Security, Financial Forecasting, Financial Statements, Depreciation, Business Ethics, Balance Sheet, Capital Budgeting, Artificial Intelligence, Strategic Decision-Making, Data Management, Information Privacy, Financial Analysis, Excel Formulas, Ethical Standards And Conduct, Finance, Business Strategy, Business

    Beginner · Specialization · 3 - 6 Months

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

  • Financial Management Graduate Certificate: University of Illinois at Urbana-Champaign
  • Project Management: Life cycle and project planning: Politecnico di Milano
  • ChatGPT for Project Management: Insight, Planning, & Success: Vanderbilt University
  • US GAAP Accounting & Financial Reporting Mastery: EDUCBA
  • Strategic Impact: A Leader's Planning Framework: Packt
  • The Language and Tools of Financial Analysis: The University of Melbourne
  • Lesson Planning with the ELL in Mind: Arizona State University
  • Generative AI in Project Planning Training: Simplilearn
  • ESG Investing: Financial Decisions in Flux: Interactive Brokers
  • Enterprise Systems: University of Minnesota

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