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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.


Popular Financial Planning Courses and Certifications


  • Status: Preview
    Preview
    U

    University of New Mexico

    Administración Estratégica y Emprendedora

    Skills you'll gain: Business Management, Business, Business Metrics, Business Strategy, Strategic Thinking, Organizational Strategy, Performance Measurement, Resource Management, Strategic Leadership, Competitive Analysis, Entrepreneurship, Market Dynamics, Innovation, Market Trend, Marketing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.2K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Voxy

    English Language Skills A2-B1 CEFR: Low-Intermediate

    Skills you'll gain: Stress Management, Goal Setting, Nutrition and Diet, Professional Development, Personal Development, Organizational Skills, English Language, Planning, Technical Communication, Product Knowledge, Productivity, Language Learning, Social Skills, Interpersonal Communications, Media and Communications, Customer Service, Verbal Communication Skills, Language Competency, Retail Sales, Health And Wellness Coaching

    4.6
    Rating, 4.6 out of 5 stars
    ·
    572 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Colorado System

    Researcher Management and Leadership Training

    Skills you'll gain: Performance Management, Mentorship, Budget Management, Team Management, Project Accounting, People Management, Leadership and Management, Recruitment, Leadership, Professional Development, Resource Management, Coaching, Compliance Management, Goal Setting, Clinical Research

    4.8
    Rating, 4.8 out of 5 stars
    ·
    409 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de Palermo

    Liderazgo y comunicación

    Skills you'll gain: Social Skills, Verbal Communication Skills, Leadership, Emotional Intelligence, Communication, Leadership and Management, Leadership Development, Team Leadership, Business Leadership, Empathy & Emotional Intelligence, Organizational Leadership, Team Building, Interpersonal Communications, Communication Strategies, Industrial and Organizational Psychology, People Development, Non-Verbal Communication, Coaching, Cognitive flexibility, Goal Setting

    4.9
    Rating, 4.9 out of 5 stars
    ·
    442 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Scrimba

    Learn to code with AI

    Skills you'll gain: HTML and CSS, Mobile Development, ChatGPT, GitHub, Front-End Web Development, Javascript, Application Deployment, Web Development, Responsive Web Design, Video Game Development, Application Development, Cascading Style Sheets (CSS), Computer Programming, Database Application, Machine Learning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    139 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    California Institute of the Arts

    Plan a Successful Freelancing Business

    Skills you'll gain: Competitive Analysis, Business Planning, Business Strategy, Market Analysis, Market Opportunities, Value Propositions, Peer Review, Entrepreneurship, Business Modeling, Service Design, Goal Setting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    306 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Technion - Israel Institute of Technology

    Action-Driven Business Plan: From the ‘Classroom’ to the World

    Skills you'll gain: Business Planning, Entrepreneurship, Market Research, Business Strategy, Market Analysis, Financial Modeling, New Product Development, Business Development, Video Production, Project Planning, Presentations, Innovation, Risk Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    338 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tally Education and Distribution Services Private Limited

    Basics of Statutory Compliance and Taxation

    Skills you'll gain: Accounting Software, Accounting and Finance Software, Tax Returns, Data Import/Export, Tax Management, Tax, Tax Compliance, Bookkeeping, Billing & Invoicing, Ledgers (Accounting), Financial Accounting, Financial Reporting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    47 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Building High-Performing Teams

    Skills you'll gain: Team Building, Team Management, Goal Setting, Team Performance Management, Emotional Intelligence, Change Management, Self-Awareness, Coaching, Collaboration, Virtual Teams, Conflict Management, Productivity, Leadership, Mindfulness, Communication Strategies, Culture

    4.7
    Rating, 4.7 out of 5 stars
    ·
    570 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Introducción al mercado

    Skills you'll gain: Strategic Marketing, Marketing, Marketing Planning, Market Research, Target Market, Marketing Strategies, Go To Market Strategy, Business Analytics, Product Promotion, Market Analysis, Product Development, Consumer Behaviour, Entrepreneurship, New Business Development, Budgeting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    267 reviews

    Mixed · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Fundamentals of Accounting Capstone

    Skills you'll gain: Asset Management, Budgeting, Small Business Accounting, Expense Management, Accounting, Financial Analysis, Cost Accounting, Financial Accounting, Financial Reporting, Financial Statements, Financial Forecasting, Business Planning, Business Operations, Communication Strategies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    124 reviews

    Beginner · Course · 1 - 3 Months

  • 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
    ·
    641 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Administración Estratégica y Emprendedora: University of New Mexico
  • English Language Skills A2-B1 CEFR: Low-Intermediate: Voxy
  • Researcher Management and Leadership Training: University of Colorado System
  • Liderazgo y comunicación: Universidad de Palermo
  • Learn to code with AI: Scrimba
  • Plan a Successful Freelancing Business : California Institute of the Arts
  • Action-Driven Business Plan: From the ‘Classroom’ to the World: Technion - Israel Institute of Technology
  • Basics of Statutory Compliance and Taxation: Tally Education and Distribution Services Private Limited
  • Building High-Performing Teams: University of Pennsylvania
  • Introducción al mercado: Universidad Nacional Autónoma de México

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