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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
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    LearnQuest

    Blockchain Architecture - Intermediate Concepts

    Skills you'll gain: Risk Management, Enterprise Risk Management (ERM), Risk Analysis, Business Risk Management, Governance Risk Management and Compliance, Legal Risk, Blockchain, IT Security Architecture, Cyber Risk, Governance, Application Security, Technical Documentation, Law, Regulation, and Compliance, Solution Architecture, Cyber Governance, Compliance Management, Regulation and Legal Compliance, Regulatory Requirements, Network Security, Financial Regulation

    Intermediate Ā· Course Ā· 1 - 3 Months

  • Status: Free Trial
    Free Trial
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    Universidades AnƔhuac

    Fundamentos de la Información Financiera y Contable

    Skills you'll gain: Financial Reporting, Financial Accounting, Financial Statements, General Accounting, Accounting, Ledgers (Accounting), Financial Analysis, Cash Flows, Bookkeeping, Balance Sheet, Accounting Records, Income Statement

    4.9
    Rating, 4.9 out of 5 stars
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    13 reviews

    Intermediate Ā· Course Ā· 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Culture-Driven Team Building Capstone

    Skills you'll gain: Presentations, Case Studies, Cultural Diversity, Culture, Team Management, Organizational Effectiveness, Team Building, Analysis, Strategic Decision-Making, Business Consulting, Strategic Thinking, Organizational Strategy, Microsoft PowerPoint, Data-Driven Decision-Making, Root Cause Analysis, Human Resources Management and Planning, Business Leadership

    4.6
    Rating, 4.6 out of 5 stars
    Ā·
    41 reviews

    Beginner Ā· Course Ā· 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
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    Universidad de Palermo

    Digital Disruption

    Skills you'll gain: Business Strategy, Business Strategies, Business Planning, Innovation, Digital Transformation, Technology Strategies, Business Modeling, Emerging Technologies, Organizational Change, Business Technologies, Market Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    23 reviews

    Intermediate Ā· Course Ā· 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Alternative Investments as We Age: Dive into Your Portfolio

    Skills you'll gain: Portfolio Management, Investments, Risk Modeling, Asset Management, Return On Investment, Finance, Commercial Real Estate, Risk Management, Market Liquidity, Financial Modeling, Regulatory Requirements, Blockchain, Case Studies

    Intermediate Ā· Course Ā· 1 - 4 Weeks

  • Status: New
    New
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    L

    LearnQuest

    Scrum Certification with AI

    Skills you'll gain: Responsible AI, Backlogs, AI Product Strategy, Data Ethics, Scrum (Software Development), AI Enablement, Sprint Planning, Sprint Retrospectives, Risking, Scaled Agile Framework, Artificial Intelligence, AI Personalization, Prompt Engineering, Agile Software Development, Agile Methodology, AI Workflows, Agile Project Management, Agile Product Development, Generative AI, Predictive Analytics

    Beginner Ā· Course Ā· 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
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    SkillUp

    ASQ-Certified Six Sigma Yellow Belt Exam Prep Specialization

    Skills you'll gain: Process Mapping, Root Cause Analysis, Lean Six Sigma, Lean Methodologies, Correlation Analysis, Process Improvement, Process Analysis, Regression Analysis, Statistical Process Controls, Continuous Improvement Process, Data Collection, Descriptive Statistics, Statistical Hypothesis Testing, Process Optimization, Quality Improvement, Risk Management, Quality Management, Statistical Analysis, Quality Control, Process Capability

    4.6
    Rating, 4.6 out of 5 stars
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    30 reviews

    Beginner Ā· Specialization Ā· 3 - 6 Months

  • 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
    Ā·
    20 reviews

    Beginner Ā· Guided Project Ā· Less Than 2 Hours

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    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 Ā· Course Ā· 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
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    11 reviews

    Beginner Ā· Course Ā· 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Manage Resources in Azure

    Skills you'll gain: Cloud Deployment, Microsoft Azure, Cloud Management, Cloud Computing, Windows PowerShell, Infrastructure As A Service (IaaS), Software As A Service, Virtual Machines, Platform As A Service (PaaS), Resource Management, Command-Line Interface, Scripting, Verification And Validation

    5
    Rating, 5 out of 5 stars
    Ā·
    21 reviews

    Intermediate Ā· Course Ā· 1 - 3 Months

  • 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
    Ā·
    7 reviews

    Beginner Ā· Course Ā· 1 - 4 Weeks

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

  • Blockchain Architecture - Intermediate Concepts :Ā LearnQuest
  • Fundamentos de la Información Financiera y Contable:Ā Universidades AnĆ”huac
  • Culture-Driven Team Building Capstone :Ā University of Pennsylvania
  • Digital Disruption:Ā Universidad de Palermo
  • Alternative Investments as We Age: Dive into Your Portfolio:Ā University of Illinois Urbana-Champaign
  • Scrum Certification with AI:Ā LearnQuest
  • ASQ-Certified Six Sigma Yellow Belt Exam Prep Specialization:Ā SkillUp
  • Take your resume to the next level with Canva:Ā Coursera
  • Launching Your Online Business: Strategies for Success:Ā Starweaver
  • Introduction to Enterprise Resiliency:Ā IBM

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