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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: Free Trial
    Free Trial
    I

    Interactive Brokers

    Fundamentals of Equities

    Skills you'll gain: Equities, Investments, Financial Statement Analysis, Financial Analysis, Balance Sheet, Financial Market, Business Metrics, Risk Management, Portfolio Management, Income Statement, Business Economics, Cash Flows

    4.3
    Rating, 4.3 out of 5 stars
    ·
    409 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnKartS

    Cloud Network Security & Operations

    Skills you'll gain: Cloud Security, Security Information and Event Management (SIEM), Business Continuity Planning, System Monitoring, Network Security, Continuous Monitoring, Disaster Recovery, Incident Response, Cloud Computing, Zero Trust Network Access, Data Security, Firewall, Virtual Private Networks (VPN), Service Level Agreement, Vulnerability Management, Patch Management, Clinical Monitoring, Threat Detection, Configuration Management, Automation

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Stock Valuation with Dividend Discount Model

    Skills you'll gain: Equities, Business Valuation, Market Data, Financial Analysis, Financial Modeling, Financial Data

    4.5
    Rating, 4.5 out of 5 stars
    ·
    193 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Advanced Topics in Derivative Pricing

    Skills you'll gain: Derivatives, Credit Risk, Financial Market, Portfolio Risk, Capital Markets, Risk Analysis, Risk Management, Market Dynamics, Portfolio Management, Financial Modeling, Operations Research, Mathematical Modeling, Probability Distribution, Applied Mathematics, Computer Programming

    4.4
    Rating, 4.4 out of 5 stars
    ·
    30 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnQuest

    Transforming Sales Impact for Sustainable Growth

    Skills you'll gain: Account Strategy, Account Management, Marketing Analytics, Return On Investment, Sales Management, Sales Strategy, Risk Management, Loyalty Programs, Customer Advocacy, Sales, Digital Transformation, Business Risk Management, Business Metrics, Business Transformation, Innovation, Telecommuting, Virtual Teams, Customer Relationship Building

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Foundations of Business Strategy

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

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

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Dynamics 365 Business Central Development Quick Start

    Skills you'll gain: Enterprise Resource Planning, Microsoft Power Platform, Microsoft Azure, Development Environment, Application Deployment, Microsoft 365, Docker (Software), Virtual Environment, Software As A Service, Integrated Development Environments, Cloud Deployment, Serverless Computing, Git (Version Control System), Business Development

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Business Strategy

    Skills you'll gain: Growth Strategies, Business Strategy, Strategic Thinking, Plan Execution, Mergers & Acquisitions, Competitive Analysis, Organizational Strategy, Strategic Planning, Business Ethics, Peer Review, Data-Driven Decision-Making, Corporate Strategy, Strategic Leadership, Strategic Decision-Making, Governance, Stakeholder Management, New Business Development, Business Research, Analysis, Project Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    4.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    H

    HEC Paris

    Entrepreneurship Strategy: From Ideation to Exit

    Skills you'll gain: Ideation, Entrepreneurship, Innovation, Creativity, B2B Sales, Sales, Business Planning, Business Strategy, Business Development, Self-Awareness, Global Marketing, Human Resources, Fundraising and Crowdsourcing, Financial Analysis, Cash Management, Recruitment, Team Building

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.2K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Fundamentals of Management

    Skills you'll gain: Goal Setting, Smart Goals, Professional Networking, Business Management, Professional Development, Staff Management, Leadership and Management, Operations Management, People Management, Business Administration, Planning, Customer Relationship Management, Organizational Leadership, Organizational Strategy, Leadership, Change Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    4K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Introduction to Operations Management

    Skills you'll gain: Operations Management, Operational Efficiency, Process Analysis, Process Management, Process Improvement, Lean Methodologies, Workflow Management, Continuous Improvement Process, Capacity Planning, Quality Management, Supply Chain Management, Inventory Management System, Statistical Process Controls, Process Flow Diagrams, Root Cause Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    2.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    M

    Measure What Matters

    OKR Certification: Leadership and Goal Setting

    Skills you'll gain: Smart Goals, Goal Setting, Key Performance Indicators (KPIs), Organizational Effectiveness, Organizational Leadership, Business Priorities, Organizational Strategy, Leadership and Management, Performance Management, Team Performance Management, Employee Performance Management, Prioritization, Recognizing Others, Performance Measurement, Planning, Business Strategy, Constructive Feedback, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    645 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Fundamentals of Equities: Interactive Brokers
  • Cloud Network Security & Operations: LearnKartS
  • Stock Valuation with Dividend Discount Model: Coursera
  • Advanced Topics in Derivative Pricing: Columbia University
  • Transforming Sales Impact for Sustainable Growth: LearnQuest
  • Foundations of Business Strategy: University of Virginia
  • Dynamics 365 Business Central Development Quick Start: Packt
  • Business Strategy: University of Virginia
  • Entrepreneurship Strategy: From Ideation to Exit: HEC Paris
  • Fundamentals of Management: University of California, Irvine

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