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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
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    E

    EDUCBA

    Master Earnings Per Share: Analyze, Apply & Evaluate EPS

    Skills you'll gain: Financial Statements, Financial Acumen, Financial Analysis, Financial Reporting, Financial Accounting, Equities, Key Performance Indicators (KPIs), Securities (Finance)

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    K

    Knowledge Accelerators

    Microsoft Copilot in Excel: Smarter Data Analysis Made Easy

    Skills you'll gain: Prompt Engineering, Microsoft Copilot, Dashboard, Excel Macros, Microsoft 365, Data Presentation, Pivot Tables And Charts, Spreadsheet Software, Productivity, Productivity Software, Data Analysis, Workflow Management, Generative AI Agents, Automation, Artificial Intelligence, Customer Data Management, Business Consulting, Generative AI, Data Management, Leadership Development

    4.9
    Rating, 4.9 out of 5 stars
    ·
    18 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    Infosec

    Management

    Skills you'll gain: Security Management, Cyber Governance, IT Management, Cybersecurity, Cyber Security Strategy, Cyber Risk, Cyber Security Policies, Key Performance Indicators (KPIs), Leadership and Management, Technical Communication, Internal Communications, Leadership, Program Management, Risk Management, Communication, Stakeholder Communications

    4.7
    Rating, 4.7 out of 5 stars
    ·
    47 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of Glasgow

    Data-Driven Leadership Skills Course 2: Agile Leadership

    Skills you'll gain: Data-Driven Decision-Making, Agile Methodology, Strategic Leadership, Business Leadership, Business Transformation, Analytics, Data Analysis, Leadership, Leadership Development, Organizational Leadership, Leadership and Management, Team Leadership, Cross-Functional Collaboration, Complex Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    ISC2

    ISC2 Healthcare Certificate

    Skills you'll gain: Continuous Monitoring, Medical Privacy, Personally Identifiable Information, Risk Management, Health Information Management, Health Insurance Portability And Accountability Act (HIPAA) Compliance, Regulatory Compliance, Data Management, Information Privacy, Health Care Procedure and Regulation, Risk Mitigation, Security Management, Risk Analysis, Health Care, Patient Safety, Security Awareness, Data Security, Cybersecurity, Information Systems Security, Security Controls

    4.8
    Rating, 4.8 out of 5 stars
    ·
    16 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    L

    Liberty Mutual Insurance

    Insurance Product Knowledge

    Skills you'll gain: Workers Compensation, Insurance Policies, Insurance, Commercial Laws, Product Knowledge, Underwriting, Cyber Risk, Property Inspection, Risk Management

    4.2
    Rating, 4.2 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    A

    Alfaisal University | KLD

    أساسيات الموازنة التخطيطية الفعالة

    Skills you'll gain: Budgeting, Budget Management, Operating Budget, Cost Management, Business Planning, Financial Planning, Forecasting, Expense Management, Cash Flow Forecasting

    5
    Rating, 5 out of 5 stars
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    19 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    E

    EC-Council

    In the Trenches: Security Operations Center

    Skills you'll gain: Incident Response, Computer Security Incident Management, Cyber Threat Hunting, Vulnerability Management, Event Monitoring, Threat Detection, Intrusion Detection and Prevention, Cybersecurity, Cyber Attacks, Security Information and Event Management (SIEM), Vulnerability Assessments, Network Security, Exploitation techniques, Network Monitoring, Anomaly Detection

    4.7
    Rating, 4.7 out of 5 stars
    ·
    54 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    I

    Institute for the Future

    Life After COVID-19: Get Ready for our Post-Pandemic Future

    Skills you'll gain: Organizational Leadership, Visionary, Crisis Management, Forecasting, Business Continuity Planning, Resilience, Risk Analysis, Adaptability, Systems Thinking, Social Impact, Strategic Thinking, Innovation, Change Management, Trend Analysis, Social Justice

    4.8
    Rating, 4.8 out of 5 stars
    ·
    55 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    ITIL V4 Explanation of Service Value System & its Components

    Skills you'll gain: Customer experience improvement, Information Technology Infrastructure Library, IT Service Management, Service Management, Continuous Improvement Process, Service Design, Agile Methodology, Governance, IT Management, Innovation, Process Improvement and Optimization, Automation

    4.9
    Rating, 4.9 out of 5 stars
    ·
    84 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Strategic and Inclusive Leadership

    Skills you'll gain: Crisis Management, Workplace inclusivity, Professional Development, Team Leadership, Diversity and Inclusion, Leadership Development, Strategic Leadership, Leadership, Leadership and Management, Organizational Strategy, Organizational Leadership, Initiative and Leadership, People Development, Business Leadership, Personal Development, Team Building, Resilience, Planning, Strategic Thinking, Adaptability

    4.8
    Rating, 4.8 out of 5 stars
    ·
    11 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Product Owner: Essential Skills and Tools for Innovation

    Skills you'll gain: AI Product Strategy, Backlogs, Agile Product Development, Product Roadmaps, Product Strategy, Sprint Planning, Product Management, User Story, Product Lifecycle Management, Product Requirements, Scaled Agile Framework, Lean Methodologies, Prioritization, Business Priorities, Release Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    31 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Master Earnings Per Share: Analyze, Apply & Evaluate EPS: EDUCBA
  • Microsoft Copilot in Excel: Smarter Data Analysis Made Easy: Knowledge Accelerators
  • Management: Infosec
  • Data-Driven Leadership Skills Course 2: Agile Leadership: University of Glasgow
  • ISC2 Healthcare Certificate: ISC2
  • Insurance Product Knowledge: Liberty Mutual Insurance
  • أساسيات الموازنة التخطيطية الفعالة: Alfaisal University | KLD
  • In the Trenches: Security Operations Center : EC-Council
  • Life After COVID-19: Get Ready for our Post-Pandemic Future: Institute for the Future
  • ITIL V4 Explanation of Service Value System & its Components: EDUCBA

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