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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
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    Simplilearn

    CBAP Certification Business Analysis Training

    Skills you'll gain: Requirements Management, Project Management, Risk Management, Project Planning, Data Visualization, Agile Project Management, Microsoft Excel, Solution Design, Cost Management, Project Management Office (PMO), Business Analysis, Excel Formulas, Requirements Elicitation, Stakeholder Management, Scope Management, Pivot Tables And Charts, Dashboard, Business Analytics, Data Analysis, Data Validation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    38 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Generative AI: Advance Your Human Resources (HR) Career

    Skills you'll gain: Responsible AI, HR Tech, Human Resources Management and Planning, Human Resources, Generative AI, Workforce Planning, Human Resource Strategy, Artificial Intelligence, LLM Application, AI Enablement, AI Personalization, Employee Engagement, Recruitment, Employee Onboarding, Performance Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    121 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    财务会计概论(中文版)

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Financial Reporting, Income Statement, Cash Flows, Financial Acumen, Balance Sheet, Financial Analysis, Accrual Accounting, Generally Accepted Accounting Principles (GAAP)

    4.9
    Rating, 4.9 out of 5 stars
    ·
    84 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    HRCI

    Compensation and Benefits

    Skills you'll gain: Compensation and Benefits, Compensation Management, Job Evaluation, Compensation Strategy, Compensation Analysis, Payroll, Payroll Processing, Benefits Administration, Human Resources, Human Resources Information System (HRIS), Record Keeping

    4.7
    Rating, 4.7 out of 5 stars
    ·
    446 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Strategy Formulation

    Skills you'll gain: Business Strategy, Business Planning, Strategic Decision-Making, Strategic Thinking, Organizational Strategy, Resource Management, Competitive Analysis, Strategic Leadership, Strategic Planning, Market Analysis, Global Marketing, Market Opportunities, Value Propositions, Market Dynamics

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.5K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    Foundations of Hotel Budgeting and Forecasting

    Skills you'll gain: Advanced Analytics, Hospitality Management, Budgeting, Financial Forecasting, Variance Analysis, Hotel Operations, Corporate Sustainability, Revenue Management, Financial Analysis, Performance Analysis, Trend Analysis, Sustainability Reporting, Analysis, Strategic Decision-Making, Key Performance Indicators (KPIs)

    Beginner · Course · 1 - 3 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentals of Sales and Marketing, with Goldman Sachs 10,000 Women

    Skills you'll gain: Target Market, Sales Strategy, Marketing Planning, Marketing, Sales Process, Sales, Marketing Strategy and Techniques, Marketing Analytics, Digital Marketing, Brand Management, Market Opportunities, Market Research, Business Metrics, Customer Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.3K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Leading a Family Business

    Skills you'll gain: Succession Planning, Innovation, Business Modeling, Value Propositions, Governance, Entrepreneurship, Lean Methodologies, Leadership and Management, Leadership, Business Leadership, Corporate Strategy, New Product Development, Ideation, Strategic Leadership, Business Strategy, Sales Presentations, Leadership Development, New Business Development, Talent Management, Business Planning

    4.4
    Rating, 4.4 out of 5 stars
    ·
    59 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Introducción a la gestión de proyectos

    Skills you'll gain: Project Management Life Cycle, Project Planning, Project Management Institute (PMI) Methodology, Project Management, Project Schedules, Project Scoping, Coordination, Project Implementation, Leadership and Management, Leadership

    4.8
    Rating, 4.8 out of 5 stars
    ·
    819 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Understanding Obesity

    Skills you'll gain: Scientific Methods, Research, Nutrition and Diet, Behavioral Health, Physiology, Psychology, Stress Management, Peer Review, Health Policy, Discussion Facilitation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    888 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Designing Learning Innovation

    Skills you'll gain: Pedagogy, Digital pedagogy, Instructional Design, Educational Materials, Innovation, Learning Theory, Learning Strategies, Creativity, Planning, Problem Solving

    4.9
    Rating, 4.9 out of 5 stars
    ·
    867 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Innovación y emprendimiento

    Skills you'll gain: Innovation, Business Modeling, Design Thinking, Creative Problem-Solving, Entrepreneurship, Ideation, Corporate Strategy, Creative Thinking, Business Strategy, Business Process, Storytelling, Business Strategies, New Business Development, Strategic Planning, Team Management, Open Mindset, Value Propositions, Lean Methodologies, Organizational Development, Organizational Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    410 reviews

    Advanced · Specialization · 3 - 6 Months

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

  • CBAP Certification Business Analysis Training: Simplilearn
  • Generative AI: Advance Your Human Resources (HR) Career: SkillUp
  • 财务会计概论(中文版): University of Pennsylvania
  • Compensation and Benefits: HRCI
  • Strategy Formulation: Copenhagen Business School
  • Foundations of Hotel Budgeting and Forecasting: Starweaver
  • Fundamentals of Sales and Marketing, with Goldman Sachs 10,000 Women: Goldman Sachs
  • Leading a Family Business: Tecnológico de Monterrey
  • Introducción a la gestión de proyectos: Tecnológico de Monterrey
  • Understanding Obesity: The University of Edinburgh

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