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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
    M

    Microsoft

    PMP Application Process and Practice Exam

    Skills you'll gain: Project Management Institute (PMI) Methodology, Project Management Life Cycle, Practice Management, Project Risk Management, Project Management, Project Planning, Stakeholder Engagement

    4.9
    Rating, 4.9 out of 5 stars
    ·
    47 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Generative AI for Marketers

    Skills you'll gain: Content Performance Analysis, Prompt Engineering, Microsoft Copilot, Customer Insights, Customer Analysis, Competitive Analysis, Persona Development, Content Marketing, Content Creation, Marketing Operations, Marketing Analytics, Generative AI Agents, Marketing Design, Marketing Strategies, Marketing Planning, Marketing, Ideation, AI Personalization, Social Media Content, Data Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    30 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

  • C

    Coursera

    Analyzing Macro-Environmental Factors Using Creately

    Skills you'll gain: Competitive Analysis, Market Opportunities, Strategic Thinking, Business Strategy, New Business Development, Market Analysis, Business Analysis, Entrepreneurship, Risk Analysis, Business Modeling, Analysis, Innovation, Business Research, Growth Strategies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    109 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • P

    Packt

    Introduction to FinTech Using R

    Skills you'll gain: Shiny (R Package), FinTech, Financial Market, Financial Forecasting, Asset Management, Financial Analysis, Artificial Intelligence, Web Applications, Portfolio Management, Predictive Modeling, Time Series Analysis and Forecasting, Algorithms

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    M

    Macquarie University

    Storytelling und Einflussnahme: effektive Kommunikation

    Skills you'll gain: Overcoming Objections, Persuasive Communication, Influencing, Rapport Building, Leadership, Communication, Storytelling, Verbal Communication Skills, Stakeholder Communications, Presentations, Public Speaking, Meeting Facilitation, Interpersonal Communications, Non-Verbal Communication, Empathy, Planning

    4.4
    Rating, 4.4 out of 5 stars
    ·
    9 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Steel Multi Storey Building - System Design

    Skills you'll gain: Construction Inspection, Structural Analysis, Structural Engineering, Building Design, Construction, Building Codes, Architectural Drawing, Industrial Design, Commercial Construction, Architectural Engineering, Engineering Drawings, Civil Engineering, Computer-Aided Design, Failure Analysis, Technical Drawing, Engineering Analysis, Engineering Calculations, Engineering Design Process, Engineering Software, Sustainable Engineering

    4.9
    Rating, 4.9 out of 5 stars
    ·
    39 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Data & Accountability

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Market Data, Financial Data, Investments, Data Collection, Due Diligence, Big Data, Analytics, Investment Management, Financial Market, Business Ethics, Real Time Data, Sustainable Business, Artificial Intelligence, Machine Learning, Natural Language Processing

    4.4
    Rating, 4.4 out of 5 stars
    ·
    36 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Legal Foundations for Entrepreneurs

    Skills you'll gain: Intellectual Property, Law, Regulation, and Compliance, Entrepreneurship, Business, Commercial Laws, Labor Law, Business Management, Contract Management, Staff Management, New Business Development, Organizational Structure, Corporate Tax

    4.8
    Rating, 4.8 out of 5 stars
    ·
    83 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    A

    Association of International Certified Professional Accountants

    Making the Case for Robotic Process Automation

    Skills you'll gain: Robotic Process Automation, Business Process Automation, Return On Investment, Automation, Accounting and Finance Software, Business Requirements, Process Analysis, Business Metrics, Value Propositions, Process Improvement, Project Scoping, Digital Transformation

    4.1
    Rating, 4.1 out of 5 stars
    ·
    93 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Ciência de Dados para Finanças

    Skills you'll gain: Big Data, Data Mining, Data-Driven Decision-Making, FinTech, Ggplot2, Data Visualization Software, Plot (Graphics), Deep Learning, Data Modeling, R Programming, Market Data, Predictive Analytics, Analytics, Data Science, Data Analysis, Business Analytics, Data Processing, Data Manipulation, Machine Learning, Financial Market

    4.3
    Rating, 4.3 out of 5 stars
    ·
    89 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    N

    National Taiwan University

    食品安全與風險分析(Food Safety&Risk Analysis)

    Skills you'll gain: Hazard Analysis, Risk Analysis, Food Safety and Sanitation, Food Quality Assurance And Control, Risk Management, Safety Standards, Emergency Response, Safety and Security, Case Studies, Media and Communications

    4.9
    Rating, 4.9 out of 5 stars
    ·
    277 reviews

    Intermediate · Course · 1 - 3 Months

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

  • PMP Application Process and Practice Exam: Microsoft
  • Generative AI for Marketers: Microsoft
  • Models, Methods, and Artifacts: LearnKartS
  • Analyzing Macro-Environmental Factors Using Creately: Coursera
  • Introduction to FinTech Using R: Packt
  • Storytelling und Einflussnahme: effektive Kommunikation: Macquarie University
  • Steel Multi Storey Building - System Design: L&T EduTech
  • ESG Data & Accountability: Interactive Brokers
  • Legal Foundations for Entrepreneurs: University of Maryland, College Park
  • Making the Case for Robotic Process Automation: Association of International Certified Professional Accountants

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