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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
    P

    Packt

    CompTIA Project+ (PK0-005)

    Skills you'll gain: Scope Management, Project Schedules, Budget Management, Project Scoping, Project Performance, Procurement, Project Risk Management, Project Controls, Project Management, Change Control, Project Management Software, Vendor Management, Project Management Life Cycle, IT Infrastructure, Software Development Life Cycle, Change Management, Risk Management, Communication Strategies, Quality Assurance, Stakeholder Engagement

    5
    Rating, 5 out of 5 stars
    ·
    7 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    Universidad de los Andes

    Proyectos complejos: éxitos o fracasos

    Skills you'll gain: Project Management, Stakeholder Management, Organizational Structure, Project Planning, Systems Thinking, Organizational Strategy, Project Performance, Ideation, Risk Management, Business

    4.8
    Rating, 4.8 out of 5 stars
    ·
    49 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Setting a Generative AI Strategy

    Skills you'll gain: AI Product Strategy, Generative AI, Strategic Thinking, Business Strategy, Business Planning, Customer experience strategy (CX), Customer Insights, Strategic Planning, Value Propositions, Productivity Software, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    77 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Take your resume to the next level with Canva

    Skills you'll gain: Canva (Software), Graphic Design, Graphic and Visual Design, Design, Visual Design, Layout Design, Entrepreneurship, Critical Thinking

    4.2
    Rating, 4.2 out of 5 stars
    ·
    20 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    S

    Starweaver

    Launching Your Online Business: Strategies for Success

    Skills you'll gain: Business Planning, Customer Support, Business Strategies, E-Commerce, Business Modeling, Digital Marketing, Online Advertising, Entrepreneurship, Marketing Strategies, Market Opportunities, Competitive Analysis, Social Media Strategy, Customer Engagement, Operations Management

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Human Resource Management: Analyze & Apply

    Skills you'll gain: Human Capital, Human Resources, Talent Management, Workforce Planning, Talent Acquisition, Human Resource Strategy, Employee Performance Management, Performance Appraisal, Talent Recruitment, Labor Relations, Compensation and Benefits, Succession Planning, Workforce Management, Employee Training, Diversity and Inclusion, Occupational Safety And Health, Employee Engagement

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    PwC India

    GST - when, where, who and how much?

    Skills you'll gain: Accounting, Sales Tax, Income Tax, Tax, Tax Laws, Tax Compliance, Billing & Invoicing, Regulatory Compliance, Problem Solving

    4.3
    Rating, 4.3 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    I

    IBM

    Introduction to Enterprise Resiliency

    Skills you'll gain: Business Continuity Planning, Disaster Recovery, Business Continuity, z/OS, Information Technology Architecture, Mainframe Computing, IT Infrastructure, Mainframe Technologies, System Monitoring, Data Loss Prevention, Systems Administration, Operating Systems, Middleware

    4.4
    Rating, 4.4 out of 5 stars
    ·
    11 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Pittsburgh

    idea 2 IMPACT: An Introduction to Translating Assistive Health Technologies and Other Products

    Skills you'll gain: Competitive Analysis, Stakeholder Analysis, Business Planning, Medical Devices, Market Analysis, New Product Development, Regulatory Affairs, Product Development, Commercialization, Problem Solving, Innovation, Healthcare 5.0, Entrepreneurship, Value Propositions, Presentations

    3.9
    Rating, 3.9 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    A

    AI CERTs

    Bitcoin for Everyone

    Skills you'll gain: Blockchain, Payment Systems, Application Security, FinTech, Digital Assets, Cryptography, Financial Systems, Transaction Processing, Financial Inclusion, Financial Regulation, Security Awareness, Market Trend

    Beginner · Course · 1 - 3 Months

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

    EDUCBA

    Analyze Global Logistics: A Strategic Supply Chain Case

    Skills you'll gain: Transportation Operations, Business Planning, Market Analysis, Process Design, Supplier Management, Cost Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Virginia

    Grundlagen zum Thema Projektplanung und -management

    Skills you'll gain: Project Management Life Cycle, Stakeholder Analysis, Earned Value Management, Risk Management, Project Planning, Project Management, Goal Setting, Risk Analysis, Performance Metric, Project Schedules, Agile Methodology, Dependency Analysis, Kanban Principles

    4
    Rating, 4 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • CompTIA Project+ (PK0-005): Packt
  • Proyectos complejos: éxitos o fracasos: Universidad de los Andes
  • Setting a Generative AI Strategy: Coursera
  • Take your resume to the next level with Canva: Coursera
  • Launching Your Online Business: Strategies for Success: Starweaver
  • Human Resource Management: Analyze & Apply: EDUCBA
  • GST - when, where, who and how much?: PwC India
  • Introduction to Enterprise Resiliency: IBM
  • idea 2 IMPACT: An Introduction to Translating Assistive Health Technologies and Other Products: University of Pittsburgh
  • Bitcoin for Everyone: AI CERTs

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