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    • Financial Planning

    Financial Planning Courses Online

    Master financial planning for achieving personal and business financial goals. Learn to create comprehensive financial plans and manage investments.

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    Explore the Financial Planning Course Catalog

    • Status: New
      New
      D

      Duke University

      Creating an Impact Investment Ask

      Skills you'll gain: Entrepreneurship, Capital Budgeting, Entrepreneurial Finance, Environmental Social And Corporate Governance (ESG), Business Metrics, Investment Management, Investments, Performance Measurement, Key Performance Indicators (KPIs), Business Modeling, Growth Strategies, Business Development, Capital Markets, Business Strategy, Stakeholder Engagement, Finance, Financial Management, Business Management, Business Communication

      Beginner · Course · 1 - 4 Weeks

    • Status: New
      New
      Status: Preview
      Preview
      K

      Knowledge Accelerators

      Microsoft Excel Essentials: Get Started with Workbook Basics

      Skills you'll gain: Data Presentation, Data Literacy, Data Visualization Software, Collaborative Software, Data Sharing, Data-Driven Decision-Making, Data Analysis, Data Management, Business Intelligence, Organizational Skills, Customer Data Management, Record Keeping, Data Science, Business Analytics, Financial Analysis, Marketing Planning, Project Management, Event Planning

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Colorado Boulder

      Everyday Excel

      Skills you'll gain: Data Import/Export, Microsoft Excel, Regression Analysis, Data Validation, Data Visualization, Depreciation, Data Management, Excel Macros, Excel Formulas, Statistical Modeling, Financial Analysis, Cash Flows, Predictive Modeling, Financial Modeling, Analysis, Microsoft Word, Business Mathematics, Mathematical Modeling, Complex Problem Solving, Problem Solving

      4.7
      Rating, 4.7 out of 5 stars
      ·
      4K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      P

      PwC

      Problem Solving with Excel

      Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Spreadsheet Software, Data Analysis Expressions (DAX), Data Validation, Complex Problem Solving, Data Analysis, Statistical Analysis, Financial Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      5.4K reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      E

      ESSEC Business School

      Negotiation, Mediation and Conflict Resolution

      Skills you'll gain: Mediation, Negotiation, Contract Negotiation, Communication Strategies, Conflict Management, Active Listening, Cultural Sensitivity, Intercultural Competence, Cultural Diversity, Verbal Communication Skills, Communication, Diplomacy, Relationship Building, Labor Relations, Interpersonal Communications, Strategic Partnership, Non-Verbal Communication, Overcoming Objections, Leadership, Planning

      4.7
      Rating, 4.7 out of 5 stars
      ·
      2.5K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: New
      New
      Status: Preview
      Preview
      E

      EDUCBA

      Basel III Norms: Apply Standards in US & UK Banking

      Skills you'll gain: Risk Management Framework, Commercial Banking, Regulatory Requirements

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Geneva

      Planning your Client's Wealth over a 5-year Horizon

      Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Financial Planning, Investment Management, Investments, Performance Measurement, Finance, Financial Analysis, Behavioral Economics, Risk Management, Market Trend, Risk Analysis, Microsoft Excel

      4.7
      Rating, 4.7 out of 5 stars
      ·
      414 reviews

      Mixed · Course · 1 - 4 Weeks

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

      Simplilearn

      Generative AI in Project Planning Training

      Skills you'll gain: Risk Management

      Beginner · Course · 1 - 4 Weeks

    • Status: New
      New
      Status: Free Trial
      Free Trial
      P

      Pearson

      CCNA 200-301 Version 1.1

      Skills you'll gain: Virtual Local Area Network (VLAN), Network Security, Network Troubleshooting, Dynamic Host Configuration Protocol (DHCP), Network Architecture, TCP/IP, Network Switches, Network Routing, Open Shortest Path First (OSPF), Wireless Networks, Ansible, General Networking, Network Infrastructure, Software-Defined Networking, Computer Networking, Local Area Networks, Network Planning And Design, Virtual Private Networks (VPN), Networking Hardware, Network Administration

      Beginner · Specialization · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Michigan

      Good with Words: Writing and Editing

      Skills you'll gain: Writing and Editing, Editing, Constructive Feedback, Concision, Writing, Organizational Skills, Proofreading, Storytelling, Productivity, Planning, Detail Oriented, Time Management, Brainstorming, Content Creation, Overcoming Obstacles, Resourcefulness, Lifelong Learning, Decision Making, Critical Thinking, Creativity

      4.7
      Rating, 4.7 out of 5 stars
      ·
      2.5K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of California, Irvine

      Éxito Profesional

      Skills you'll gain: Work Breakdown Structure, Business Writing, Critical Thinking, Cash Management, Team Leadership, Negotiation, Time Management, Planning, Entrepreneurship, Financial Statements, Contract Negotiation, Financial Analysis, Project Schedules, Feasibility Studies, Verbal Communication Skills, Scheduling, Project Management, Business Management, Finance, Change Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      8.8K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University at Buffalo

      Blockchain Basics

      Skills you'll gain: Blockchain, Cryptography, Transaction Processing, Network Protocols, Encryption, Distributed Computing, FinTech, Virtual Environment, Data Integrity, Emerging Technologies, Virtual Machines, Verification And Validation

      4.6
      Rating, 4.6 out of 5 stars
      ·
      7.7K reviews

      Beginner · Course · 1 - 4 Weeks

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    1…222324…341

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

    • Creating an Impact Investment Ask: Duke University
    • Microsoft Excel Essentials: Get Started with Workbook Basics: Knowledge Accelerators
    • Everyday Excel: University of Colorado Boulder
    • Problem Solving with Excel : PwC
    • Negotiation, Mediation and Conflict Resolution: ESSEC Business School
    • Basel III Norms: Apply Standards in US & UK Banking: EDUCBA
    • Planning your Client's Wealth over a 5-year Horizon: University of Geneva
    • Generative AI in Project Planning Training: Simplilearn
    • CCNA 200-301 Version 1.1: Pearson
    • Good with Words: Writing and Editing: University of Michigan

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