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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: New
    New
    Status: Free Trial
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    H

    Harvard Business Review

    Develop Talent and Coach for Success

    Skills you'll gain: Constructive Feedback, Talent Management, Employee Retention, Employee Coaching, Talent Acquisition, Workforce Development, Adaptability, Human Resources Management and Planning, Employee Engagement, Recruitment, Training and Development, Employee Performance Management, Coaching, Diversity and Inclusion, Professional Development, Interviewing Skills, Active Listening

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Risk Response and Reporting Effectively

    Skills you'll gain: Risk Control, Risk Management, Compliance Reporting, Risk Mitigation, Risk Analysis, Business Risk Management, Internal Controls, Continuous Monitoring, Data Management, Key Performance Indicators (KPIs), Stakeholder Communications

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Empathy, Data, and Risk

    Skills you'll gain: Data Visualization, Data Visualization Software, Empathy, Tableau Software, Risk Analysis, Data-Driven Decision-Making, Data Analysis, Risk Management, Empathy & Emotional Intelligence, Stakeholder Analysis, Business Risk Management, Human Centered Design, Decision Making, User Research, Risk Control, Behavioral Economics, Psychology

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Business and Consumer Activity and Confidence (US)

    Skills you'll gain: Market Data, Business Metrics, Financial Trading, Business Economics, Market Dynamics, Market Trend, Consumer Behaviour, Economics, Financial Market, Technical Analysis, Investments, Trend Analysis, Forecasting

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    P

    Politecnico di Milano

    Agile Project Management for digital projects

    Skills you'll gain: Agile Project Management, Agile Methodology, User Story, Sprint Planning, Sprint Retrospectives, Backlogs, Project Management Software, Team Management, Continuous Improvement Process, Customer Engagement

    Beginner · Course · 1 - 3 Months

  • Status: Preview
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    T

    The University of Edinburgh

    Climate Solutions: UAE

    Skills you'll gain: Climate Change Adaptation, Climate Change Mitigation, Risk Management, Environmental Policy, Environment, Environmental Science, Sustainable Development, Social Impact, Advocacy

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    A

    Automatic Data Processing, Inc. (ADP)

    Fundamentals of Benefit Strategies

    Skills you'll gain: Compensation and Benefits, Benefits Administration, Compensation Management, Regulatory Compliance, Law, Regulation, and Compliance, Business Strategy, Calendar Management, Strategic Communication, Communication Strategies, Benchmarking, Data-Driven Decision-Making, Administrative Support, Employee Retention, Employee Engagement

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    E

    Edureka

    Mastering Multithreading with Go

    Skills you'll gain: Data Sharing, Web Development

    3.3
    Rating, 3.3 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 3 Months

  • P

    Packt

    Agile Masterclass: Agile for Project Management

    Skills you'll gain: Agile Software Development, Agile Project Management, Agile Methodology, Scrum (Software Development), Kanban Principles, Software Development Methodologies, Project Estimation, Sprint Planning, Estimation, Backlogs, Sprint Retrospectives, Project Management, Workflow Management, User Story, Continuous Improvement Process

    4.9
    Rating, 4.9 out of 5 stars
    ·
    8 reviews

    Beginner · Course · 1 - 3 Months

  • G

    Google Cloud

    Managing Terraform State

    Skills you'll gain: Terraform, Google Cloud Platform, Infrastructure as Code (IaC), Cloud Storage, Data Import/Export, Cloud Infrastructure, Operating Systems, Network Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    8 reviews

    Beginner · Project · Less Than 2 Hours

  • Status: New
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    S

    Skillshare

    Midjourney for Beginners: Step-by-Step AI Art Guide

    Skills you'll gain: Prompt Engineering, Generative AI, Image Quality, Creativity, Web Applications

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Minnesota

    의료기술 및 의료기술평가

    Skills you'll gain: Medical Devices, Stakeholder Analysis, Program Evaluation, Regulatory Affairs, Healthcare Industry Knowledge, Cost Benefit Analysis, Health Care Procedure and Regulation, Health Informatics, Health Technology, Health Policy, Regulatory Requirements, Clinical Trials, Medicare, Payment Systems, Financial Analysis, Probability & Statistics

    Beginner · Course · 1 - 4 Weeks

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

  • Develop Talent and Coach for Success: Harvard Business Review
  • Risk Response and Reporting Effectively: Packt
  • Empathy, Data, and Risk: University of Illinois Urbana-Champaign
  • Business and Consumer Activity and Confidence (US): Interactive Brokers
  • Agile Project Management for digital projects: Politecnico di Milano
  • Climate Solutions: UAE: The University of Edinburgh
  • Fundamentals of Benefit Strategies: Automatic Data Processing, Inc. (ADP)
  • Mastering Multithreading with Go: Edureka
  • Agile Masterclass: Agile for Project Management: Packt
  • Managing Terraform State: Google Cloud

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