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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: New
    New
    P

    Packt

    Certified Scrum Master ( CSM ) Training – From Zero to CSM

    Skills you'll gain: Estimation, Conflict Management, Stakeholder Engagement

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Foundations of Business Strategy

    Skills you'll gain: Business Strategy, Strategic Thinking, Competitive Analysis, Organizational Strategy, Business Planning, Strategic Decision-Making, Corporate Strategy, Market Analysis, Analysis, Value Propositions

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Human Resources Analytics

    Skills you'll gain: Data Storytelling, Data Presentation, Human Capital, Employee Relations, Human Resource Strategy, Performance Metric, Employee Training, Dashboard, Business Metrics, Employee Engagement, Business Analysis, Employee Retention, Data Analysis, Compensation Analysis, Training and Development, Compensation and Benefits, Compensation Strategy, Talent Recruitment, Mental Health

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.1K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Marketing Strategy

    Skills you'll gain: Survey Creation, Surveys, Marketing Planning, Market Research, Business Research, Product Marketing, Consumer Behaviour, Value Propositions, Market Analysis, Marketing, Business Planning, Marketing Channel, Peer Review, Case Studies, Target Market, Research Design, Data Analysis, Marketing Communications, Marketing Strategies, Product Strategy

    4.5
    Rating, 4.5 out of 5 stars
    ·
    6.2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
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    C

    Coursera

    Nursing Leadership: Cultural Competence and Diversity

    Skills you'll gain: Health Equity, Nursing Management, Intercultural Competence, Workplace inclusivity, Diversity Awareness, Cultural Diversity, Cultural Responsiveness, Diversity Equity and Inclusion Initiatives, Leadership, Nursing, Teamwork, Patient Communication, Communication Strategies, Policy Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    Status: Preview
    Preview
    C

    Coursera

    Mortgage for Underwriters

    Skills you'll gain: Regulatory Requirements, Lending and Underwriting, Compliance Management, Mortgage Loans, Commercial Lending, Credit Risk, Risk Management, Consumer Lending, Quality Control, AI Enablement, Decision Making, Predictive Analytics, Machine Learning, Artificial Intelligence

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    Northwestern University

    Social Media Marketing

    Skills you'll gain: Marketing Budgets, Blogs, Social Media Marketing, Integrated Marketing Communications, Social Media, Peer Review, Key Performance Indicators (KPIs), Social Media Strategy, Real Time Data, Marketing Effectiveness, Content Marketing, Strategic Marketing, Marketing Strategies, Social Media Content, Marketing, Target Audience, Digital Transformation, Analytics, Digital Marketing, ChatGPT

    4.6
    Rating, 4.6 out of 5 stars
    ·
    5.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Microsoft 365 Copilot for Leaders

    Skills you'll gain: Business Leadership, Proposal Writing, Thought Leadership, Brainstorming, Artificial Intelligence, Risk Management Framework, Human Resource Strategy, Project Management Software, Business Transformation, Problem Solving, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    Edureka

    Software Testing and Quality Engineering

    Skills you'll gain: Test Driven Development (TDD), Unit Testing, Test Planning, Debugging, Browser Compatibility, Performance Testing, Security Testing, Software Testing, System Testing, Test Script Development, Behavior-Driven Development, API Testing, Code Coverage, Integration Testing, Test Case, Test Automation, Test Tools, Development Environment, Code Review, Continuous Delivery

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    G

    Google Cloud

    Vibe Coding for Beginners: From Zero to App

    Skills you'll gain: Google Gemini, Generative AI, Application Development, Google Cloud Platform, Software Development Tools, Development Environment, Web Development, Web Applications, Secure Coding, Command-Line Interface, Application Security, Application Deployment, Debugging

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Master Agile & Scrum: Analyze, Apply & Deliver Excellence

    Skills you'll gain: Continuous Improvement Process, Lean Methodologies

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Analyze Marketing: Define and Apply Strategy

    Skills you'll gain: Value Propositions, Target Audience, Target Market, Strategic Decision-Making, Business Strategy, Strategic Marketing, Marketing Planning, Competitive Analysis, Marketing, Competitive Intelligence, Analysis, Marketing Strategy and Techniques, Customer Analysis, Market Analysis

    Beginner · Course · 1 - 4 Weeks

1…616263…419

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

  • Certified Scrum Master ( CSM ) Training – From Zero to CSM: Packt
  • Foundations of Business Strategy: University of Virginia
  • Human Resources Analytics: University of California, Irvine
  • Marketing Strategy: IE Business School
  • Nursing Leadership: Cultural Competence and Diversity: Coursera
  • Mortgage for Underwriters: Coursera
  • Social Media Marketing: Northwestern University
  • Microsoft 365 Copilot for Leaders: Vanderbilt University
  • Software Testing and Quality Engineering: Edureka
  • Vibe Coding for Beginners: From Zero to App: Google Cloud

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