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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.


Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    I

    IBM

    Generative AI for Program Managers

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Responsible AI, Program Management, Risk Management, Stakeholder Engagement, AI Enablement, Project Management Institute (PMI) Methodology, Stakeholder Analysis, Strategic Decision-Making, Business Risk Management, Strategic Planning, Prototyping, Artificial Intelligence and Machine Learning (AI/ML), Product Lifecycle Management, AI Workflows, Deep Learning, Governance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    11K reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Narrative Economics

    Skills you'll gain: Behavioral Economics, Storytelling, Economics, Forecasting, Socioeconomics, Social Studies, Market Dynamics, Consumer Behaviour, Analysis, Complex Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    874 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Leverage Data Science for a More Agile Supply Chain

    Skills you'll gain: Supply Chain Planning, Demand Planning, Customer Demand Planning, Inventory Control, Inventory Management, Supply Chain Management, Supply Chain, Inventory Accounting, Capacity Planning, Production Planning, Materials Management, Inventory Management System, Process Optimization, Forecasting, Operations Management, Operations Research, Resource Allocation, Capacity Management, Microsoft Excel, Performance Measurement

    4.5
    Rating, 4.5 out of 5 stars
    ·
    534 reviews

    Intermediate · Specialization · 1 - 3 Months

  • C

    Coursera

    Portfolio Diversification using Correlation Matrix

    Skills you'll gain: Portfolio Risk, Portfolio Management, Risk Management, Financial Market, Financial Modeling, Investments, Correlation Analysis, Market Data, Return On Investment, Analysis, Statistics

    4.5
    Rating, 4.5 out of 5 stars
    ·
    290 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    T

    Tally Education and Distribution Services Private Limited

    Fundamentals of Accounting and Reporting

    Skills you'll gain: Accounting, Financial Reporting, Bookkeeping, Accounting Software, Accounting Records, Financial Accounting, Financial Statements, General Ledger, Data Entry, Data Security, Banking, Data Management, Software Installation, Reconciliation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    168 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Michigan

    Real Estate Development: Building Value in Your Community

    Skills you'll gain: Financial Modeling, Community Development, Real Estate, Feasibility Studies, Financial Analysis, Risk Management, Community Outreach, Project Finance, Due Diligence, Sustainable Development, Property Management, Project Management, Capital Markets, Market Research

    4.9
    Rating, 4.9 out of 5 stars
    ·
    49 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    IT for Business: Digital Transformation Strategy

    Skills you'll gain: Technology Strategies, IT Management, Operational Efficiency, Contract Management, Information Technology, Business Transformation, Digital Transformation, Enterprise Architecture, Risk Management, Governance, Operational Analysis, Service Management, Technology Solutions, Business Strategy, Compliance Management, Service Design, Strategic Planning

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Prompt Engineering for ChatGPT

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, LLM Application, Productivity, OpenAI, AI Enablement, Generative AI, Artificial Intelligence, Large Language Modeling, Creativity, Problem Solving, Context Management, Verification And Validation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    7.4K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Maryland, College Park

    The Cycle: Management of Successful Arts and Cultural Organizations

    Skills you'll gain: Fundraising, Business Management, Organizational Strategy, Event Management, Governance, Stakeholder Engagement, Business Planning, Marketing, Strategic Marketing, Planning, Business Marketing, Performing Arts, Growth Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    737 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Investments I: Fundamentals of Performance Evaluation

    Skills you'll gain: Investment Management, Investments, Finance, Portfolio Management, Business Valuation, Financial Modeling, Financial Market, Equities, Return On Investment, Financial Analysis, Portfolio Risk, Asset Management, Microsoft Excel, Regression Analysis, Risk Analysis, Performance Analysis, Estimation, Cash Flows

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    926 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A
    A

    Multiple educators

    Real-World AI for Everyone

    Skills you'll gain: Retrieval-Augmented Generation, AI Enablement, AI Product Strategy, Productivity Software, Artificial Intelligence and Machine Learning (AI/ML), AI Personalization, Generative AI, Responsible AI, Business Communication, Emotional Intelligence, Productivity, Operational Efficiency, Administration, Business Operations, Planning, Project Planning, Business Planning, Project Management, Business Administration, Business

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    A

    Adobe

    Adobe Marketing Specialist

    Skills you'll gain: Adobe Express, Promotional Strategies, Marketing Planning, Social Media Content, Responsible AI, Digital Marketing, Cross-Channel Marketing, Logo Design, Digital Design, Content Marketing, Layout Design, Creative Design, Generative AI, Marketing Strategies, Campaign Management, Social Media Marketing, Graphic Design, Content Strategy, Advertising, Market Research

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.4K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Generative AI for Program Managers: IBM
  • Narrative Economics: Yale University
  • Leverage Data Science for a More Agile Supply Chain: University of California, Irvine
  • Portfolio Diversification using Correlation Matrix: Coursera
  • Fundamentals of Accounting and Reporting: Tally Education and Distribution Services Private Limited
  • Real Estate Development: Building Value in Your Community: University of Michigan
  • IT for Business: Digital Transformation Strategy: Packt
  • Prompt Engineering for ChatGPT: Vanderbilt University
  • The Cycle: Management of Successful Arts and Cultural Organizations: University of Maryland, College Park
  • Investments I: Fundamentals of Performance Evaluation: University of Illinois Urbana-Champaign

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