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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
    R

    Rutgers the State University of New Jersey

    Sourcing Analytics

    Skills you'll gain: Strategic Sourcing, Procurement, Supplier Management, Supply Chain, Supplier Performance Management, Supply Management, Supply Chain Management, Benchmarking, Competitive Analysis, Business Analytics, Analytics, Business Intelligence, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    20 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SAP

    Understanding the Enterprise Systems Environment

    Skills you'll gain: Digital Transformation, Cloud Computing Architecture, SAP S/4HANA, Cloud Computing, System Design and Implementation, SAP Applications, Cybersecurity, ABAP RESTful Programming Model (RAP), Software As A Service, Enterprise Architecture, Enterprise Resource Planning, Analytics, Business Technologies, Customer experience strategy (CX), Data Science, Microservices, Business Analysis, Application Development

    4.6
    Rating, 4.6 out of 5 stars
    ·
    227 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Business Intelligence and Competitive Analysis

    Skills you'll gain: Competitive Intelligence, Competitive Analysis, Data Storytelling, Business Intelligence, Business Analytics, Data Analysis, Management Consulting, Business Strategy, Strategic Thinking, Market Analysis, Business Analysis, Performance Analysis, Benchmarking, Key Performance Indicators (KPIs), Root Cause Analysis, Risk Analysis, Financial Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    242 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
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    U

    University of Maryland, College Park

    AI Applications in Accounting and Finance

    Skills you'll gain: Unstructured Data, Financial Data, Financial Statement Analysis, Image Analysis, Finance, Financial Analysis, Accounting, Emerging Technologies, Artificial Intelligence, Text Mining, Annual Reports, Machine Learning, Trend Analysis, Data-Driven Decision-Making, Natural Language Processing

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    GenAI for Algorithmic Trading

    Skills you'll gain: Generative AI, Financial Trading, Market Data, Portfolio Management, Technical Analysis, Market Trend, Real Time Data, Automation, Artificial Intelligence, Python Programming, Recurrent Neural Networks (RNNs), Applied Machine Learning, Risk Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    12 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Quantitative Research

    Skills you'll gain: Surveys, Statistical Hypothesis Testing, Quantitative Research, Statistical Analysis, Marketing Analytics, Market Research, Data Analysis, Marketing, Target Market, Market Analysis, Regression Analysis, Sample Size Determination, Quality Control

    4.4
    Rating, 4.4 out of 5 stars
    ·
    344 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
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    U

    Universiteit Leiden

    Taxation of Multinationals for Everyone

    Skills you'll gain: Corporate Tax, Tax Planning, Tax Laws, Tax, Income Tax, Tax Compliance, International Finance

    5
    Rating, 5 out of 5 stars
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    19 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Colorado Boulder

    Compassionate Leadership Through Service Learning with Jane Goodall and Roots & Shoots

    Skills you'll gain: Community Organizing, Compassion, Community Development, Community Outreach, Social Impact, Needs Assessment, Train The Trainer, Program Evaluation, Sustainable Development, Education and Training, Data Mapping, Initiative and Leadership, Empowerment, Curriculum Planning, Working With Children, Collaboration, Planning, Environmental Issue

    4.8
    Rating, 4.8 out of 5 stars
    ·
    153 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Institute for the Future

    Collaborative Foresight: How to Game the Future

    Skills you'll gain: Visionary, Systems Thinking, Responsible AI, Strategic Thinking, Brainstorming, Game Theory, Creative Thinking, Dealing With Ambiguity, Collaboration, Interviewing Skills, Emerging Technologies, Strategic Planning, Innovation, Cognitive flexibility, Ethical Standards And Conduct, Empathy, Creativity

    4.8
    Rating, 4.8 out of 5 stars
    ·
    304 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California San Diego

    Introduction to Graph Theory

    Skills you'll gain: Graph Theory, Combinatorics, Network Analysis, Data Structures, Visualization (Computer Graphics), Algorithms, Mathematical Theory & Analysis, Theoretical Computer Science, Program Development

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    U.S. Bond Investing Basics

    Skills you'll gain: Risk Analysis, Securities Trading, Investments, Analysis, Financial Market, Tax, Financial Regulations, Capital Markets, Financial Analysis, Financial Industry Regulatory Authorities, Credit Risk, Income Tax, Market Dynamics, Due Diligence

    4.7
    Rating, 4.7 out of 5 stars
    ·
    71 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Sales & Marketing Alignment

    Skills you'll gain: Sales Management, Sales Strategy, Sales, Conflict Management, Marketing, Marketing Planning, Strategic Marketing, Product Planning, Business Marketing, Organizational Strategy, Product Promotion, Cross-Functional Collaboration, Case Studies, Gap Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    83 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Sourcing Analytics: Rutgers the State University of New Jersey
  • Understanding the Enterprise Systems Environment: SAP
  • Business Intelligence and Competitive Analysis: Rutgers the State University of New Jersey
  • AI Applications in Accounting and Finance: University of Maryland, College Park
  • GenAI for Algorithmic Trading: Coursera
  • Quantitative Research: University of California, Davis
  • Taxation of Multinationals for Everyone: Universiteit Leiden
  • Compassionate Leadership Through Service Learning with Jane Goodall and Roots & Shoots: University of Colorado Boulder
  • Collaborative Foresight: How to Game the Future: Institute for the Future
  • Introduction to Graph Theory: University of California San Diego

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