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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: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Finance of Mergers and Acquisitions: Valuation and Pricing

    Skills you'll gain: Mergers & Acquisitions, Business Valuation, Private Equity, Financial Analysis, Financial Modeling, Corporate Finance, Corporate Strategy, Market Data, Cash Flows, Risk Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    302 reviews

    Intermediate · Course · 1 - 3 Months

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

    Coursera

    Draft Measurable Marketing Goals with AI

    Skills you'll gain: Smart Goals, Marketing Effectiveness, Goal Setting, Marketing Planning, Marketing Strategies, Content Marketing, Strategic Marketing, Key Performance Indicators (KPIs), Business Metrics, Performance Measurement, Web Analytics, Statistical Analysis, Accountability

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Startup Valuation Methods

    Skills you'll gain: Financial Modeling, Entrepreneurial Finance, Business Valuation, Excel Formulas, Finance, Investments, Private Equity, Securities (Finance), Entrepreneurship, Cash Flows, Risk Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    747 reviews

    Intermediate · Course · 1 - 3 Months

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

    Coursera

    Automate WIP Limits for Agile Projects

    Skills you'll gain: Slack (Software), Workflow Management, Agile Project Management, Agile Methodology, Scrum (Software Development), Business Process Automation, Scenario Testing, Process Improvement

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Indian School of Business

    Advanced Trading Algorithms

    Skills you'll gain: Financial Trading, Accruals, Securities Trading, Performance Measurement, Technical Analysis, Market Trend, Portfolio Management, Portfolio Risk, Investment Management, Backlogs, Risk Analysis, Equities, Financial Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    532 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Berklee

    Music Business

    Skills you'll gain: Intellectual Property, Entrepreneurship, Music History, Contract Negotiation, Fundraising and Crowdsourcing, Creativity, Team Building, Creative Thinking, Presentations, Innovation, Brand Strategy, Professional Networking, Lawsuits, Self-Starter, Music, Branding, Open Mindset, Digital Assets, Social Media, Business

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.4K reviews

    Beginner · Specialization · 3 - 6 Months

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

    Packt

    Modular Asset Creation in Blender & Maze Building with Code

    Skills you'll gain: 3D Assets, Unity Engine, Video Game Development, Game Design, 3D Modeling, Virtual Environment, Integration Testing, Computer Graphics, Scripting

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Business Value Creation

    Skills you'll gain: Resource Allocation, Cash Flows, Financial Acumen, Business Valuation, Business Acumen, Cost Control, Return On Investment, Financial Analysis, Business Metrics, Growth Strategies, Business Strategy, Operational Efficiency, Expectation Management, Competitive Analysis, Strategic Decision-Making, Performance Analysis, Microsoft Excel

    4.8
    Rating, 4.8 out of 5 stars
    ·
    139 reviews

    Beginner · Course · 1 - 4 Weeks

  • 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
    J

    Johns Hopkins University

    Leading Change in Health Informatics

    Skills you'll gain: Healthcare Project Management, Health Informatics, Clinical Informatics, Change Control, Health Care Administration, Clinical Leadership, IT Management, Strategic Leadership, Health Care, Decision Support Systems, Continuous Quality Improvement (CQI), Electronic Medical Record, System Implementation, Usability Testing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    307 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Edureka

    Cyber Threat Intelligence and Incident Response

    Skills you'll gain: Incident Response, Vulnerability Assessments, Vulnerability Management, Cyber Threat Intelligence, MITRE ATT&CK Framework, Cybersecurity, Endpoint Detection and Response, Intrusion Detection and Prevention, Cyber Attacks, Security Information and Event Management (SIEM), Event Monitoring, Cyber Engineering, Patch Management, Network Security, Malware Protection, Continuous Monitoring, Security Management, Cyber Risk, Digital Forensics, Risk Analysis

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of London

    Full-Stack Web Development

    Skills you'll gain: Responsive Web Design, Cascading Style Sheets (CSS), JSON, HTML and CSS, Ajax, Web Content Accessibility Guidelines, Javascript, Web Design, Semantic Web, Usability, Web Applications, Web Development, Web Content, Usability Testing, Interactive Design, Data Structures, Application Frameworks, Network Protocols, Data Ethics, Animations

    Beginner · Specialization · 1 - 3 Months

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

  • Finance of Mergers and Acquisitions: Valuation and Pricing: University of Illinois Urbana-Champaign
  • Draft Measurable Marketing Goals with AI: Coursera
  • Startup Valuation Methods: Duke University
  • Automate WIP Limits for Agile Projects: Coursera
  • Advanced Trading Algorithms: Indian School of Business
  • Music Business: Berklee
  • Modular Asset Creation in Blender & Maze Building with Code: Packt
  • Business Value Creation: Duke University
  • Action-Driven Business Plan: From the ‘Classroom’ to the World: Technion - Israel Institute of Technology
  • Leading Change in Health Informatics: Johns Hopkins University

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