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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: New
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    E

    EDUCBA

    Operational Risk Management | US and UK Markets

    Skills you'll gain: Operational Risk, Financial Regulation, Risk Modeling, Bank Regulations, Risk Management Framework, Regulatory Compliance, Risk Control, Risk Management, Business Risk Management, Risk Mitigation, Enterprise Risk Management (ERM), Risk Analysis, Internal Controls, Financial Analysis

    5
    Rating, 5 out of 5 stars
    ·
    9 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Practice Exam for Certified Scrum Master (CSM) Certification

    Skills you'll gain: Agile Methodology, Sprint Retrospectives, Agile Project Management, Sprint Planning, User Story, Backlogs, Goal Setting, Team Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    57 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Build Intelligent Agents Using DeepSeek & N8N

    Skills you'll gain: Email Automation, Workflow Management, AI Workflows, No-Code Development, Deepseek, Large Language Modeling, Generative AI, Automation, Model Deployment, Data Analysis, Google Sheets, Data Processing, Gmail

    4
    Rating, 4 out of 5 stars
    ·
    32 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California San Diego

    Applied Bioinformatics

    Skills you'll gain: Bioinformatics, Diagnostic Tests, Model Evaluation, Molecular Biology, Infectious Diseases, Informatics, Network Analysis, Medical Science and Research, Computational Thinking, Biochemistry, Data Mining, Scientific Visualization, Life Sciences, Tree Maps, Microbiology, Biology, Data Analysis Software, Pharmacology, Science and Research

    4.4
    Rating, 4.4 out of 5 stars
    ·
    66 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    LearnKartS

    Models, Methods, and Artifacts

    Skills you'll gain: Project Documentation, Organizational Change, Project Coordination, Management Reporting, Communication, Stakeholder Engagement

    4.5
    Rating, 4.5 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Cloud FinOps Strategies

    Skills you'll gain: Billing Systems, Billing, Cloud Management, Cost Management, Cost Control, Budget Management, Financial Management, Budgeting, Virtual Machines, Cloud Computing, Cost Accounting, Expense Management, Cost Reduction, Virtualization and Virtual Machines, Case Studies, Financial Analysis, Resource Utilization

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentos de Financiamento com o 10,000 Women da Goldman Sachs

    Skills you'll gain: Finance, Business Development, Business Acumen, Financial Analysis, Business Strategy, Entrepreneurship, Financial Management, Loans, Financial Planning, Financial Statements, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    30 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    Edureka

    Agile Project Management & Business Analysis Principles

    Skills you'll gain: Product Roadmaps, Agile Project Management, Business Analysis, Requirements Analysis, Stakeholder Management, Stakeholder Communications, Project Scoping, Project Management, Project Planning, Sprint Retrospectives, Kanban Principles, Risk Management, Continuous Improvement Process, User Story

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Create and manage a project dashboard with Wrike

    Skills you'll gain: Dashboard, Project Management Software, Data Import/Export, Workflow Management, Team Management, Project Coordination, Project Management, Project Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Intermediate · Guided Project · Less Than 2 Hours

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

    AI Business School

    Practical AI and prompting for finance professionals

    Skills you'll gain: Prompt Engineering, Generative AI, Sales Enablement, Financial Forecasting, AI Personalization, Sales, AI Product Strategy, AI Enablement, ChatGPT, Large Language Modeling, LLM Application, Risking, AI Workflows, Artificial Intelligence, Finance, Responsible AI, Ideation, Business Transformation, Innovation

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Improve your productivity and performance with Canva

    Skills you'll gain: Canva (Software), Marketing Collateral, Design, Marketing Materials, Creative Design, Graphic Design, Dashboard, Digital Design, Productivity, Color Theory, Digital Content, Organizational Skills, Design Elements And Principles, Planning, Editing

    4.5
    Rating, 4.5 out of 5 stars
    ·
    35 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Use Tableau for Your Data Science Workflow

    Skills you'll gain: Data Storytelling, Dashboard, Data Presentation, Data Visualization Software, Interactive Data Visualization, Statistical Visualization, Plot (Graphics), Tableau Software, Data Ethics, Exploratory Data Analysis, Scatter Plots, Descriptive Statistics, Heat Maps, Data Analysis, Descriptive Analytics, Geospatial Information and Technology, Histogram, Analytical Skills, Application Deployment, Network Analysis

    3.9
    Rating, 3.9 out of 5 stars
    ·
    30 reviews

    Beginner · Specialization · 1 - 3 Months

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

  • Operational Risk Management | US and UK Markets: EDUCBA
  • Practice Exam for Certified Scrum Master (CSM) Certification: SkillUp
  • Build Intelligent Agents Using DeepSeek & N8N : Board Infinity
  • Applied Bioinformatics: University of California San Diego
  • Models, Methods, and Artifacts: LearnKartS
  • Cloud FinOps Strategies: Board Infinity
  • Fundamentos de Financiamento com o 10,000 Women da Goldman Sachs: Goldman Sachs
  • Agile Project Management & Business Analysis Principles: Edureka
  • Create and manage a project dashboard with Wrike: Coursera
  • Practical AI and prompting for finance professionals: AI Business School

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