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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
    I

    Interactive Brokers

    Introduction to Momentum Investing

    Skills you'll gain: Market Trend, Portfolio Risk, Technical Analysis, Risk Management, Market Data, Trend Analysis, Investment Management, Investments, Portfolio Management, Equities

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    PMP Exam Prep: Ways of Working for Technical Projects

    Skills you'll gain: Project Management Institute (PMI) Methodology, Project Management Life Cycle

    4.9
    Rating, 4.9 out of 5 stars
    ·
    30 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Packt

    CompTIA Network+ (N10-009) Crash Course

    Skills you'll gain: Networking Hardware, Network Monitoring, OSI Models, Routing Protocols, Software-Defined Networking, Network Troubleshooting, Network Architecture, Network Protocols, Distributed Denial-Of-Service (DDoS) Attacks, Network Security, TCP/IP, Network Routing, Computer Networking, Open Shortest Path First (OSPF), Dynamic Host Configuration Protocol (DHCP), Network Administration, Network Performance Management, Local Area Networks, Hardening, Intrusion Detection and Prevention

    4.4
    Rating, 4.4 out of 5 stars
    ·
    14 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    UI/UX Wireframing and Prototyping with Figma

    Skills you'll gain: Responsive Web Design, User Interface (UI), UI Components, Figma (Design Software), UI/UX Strategy, User Interface and User Experience (UI/UX) Design, Prototyping, Usability Testing, Interactive Design, User Experience Design, Mobile Development, User Flows, Style Guides, Web Development, Animations

    5
    Rating, 5 out of 5 stars
    ·
    27 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Aptly

    Search Advertising with Google

    Skills you'll gain: Google Ads, Advertising Campaigns, Pay Per Click Advertising, Search Engine Marketing, Campaign Management, Performance Analysis, Performance marketing, Keyword Research, Performance Measurement, Bidding, Online Advertising, Digital Advertising, Web Analytics, Registration, Advertising, Marketing, Performance Metric, Digital Marketing, Key Performance Indicators (KPIs), Test Planning

    4.4
    Rating, 4.4 out of 5 stars
    ·
    11 reviews

    Beginner · Specialization · 1 - 3 Months

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

    EDUCBA

    Hedge Accounting for Derivatives: Apply & Evaluate

    Skills you'll gain: Hedge Accounting, Derivatives, Financial Reporting, Financial Accounting, Generally Accepted Accounting Principles (GAAP), Risk Management, Accounting, Balance Sheet, Financial Statements, Cash Flows, Income Statement

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Product Owner: Essential Skills and Tools for Innovation

    Skills you'll gain: AI Product Strategy, Backlogs, Agile Product Development, Product Roadmaps, Product Strategy, Sprint Planning, Product Management, User Story, Product Lifecycle Management, Product Requirements, Scaled Agile Framework, Lean Methodologies, Prioritization, Business Priorities, Release Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    31 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    Analyze Network Traffic with TCPDump: Build a Logging Tool

    Skills you'll gain: Linux Commands, Linux, TCP/IP, Scripting, Shell Script, Network Monitoring, Network Analysis, Network Security, Network Protocols

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Preparing for the Google Cloud Professional Cloud Architect Exam 日本語版

    Skills you'll gain: Case Studies, Google Cloud Platform, Cloud Computing Architecture, Cloud Computing, Cloud Infrastructure, Resource Management, Capacity Planning, Cloud Solutions, Cloud Security, Solution Architecture, Analysis, Business Analysis, Technical Consulting, Operational Analysis, Identity and Access Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    36 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Automatic Data Processing, Inc. (ADP)

    A Manager's Guide to Modern Hiring by AIRS®

    Skills you'll gain: Diversity Training, Workplace inclusivity, Talent Recruitment, Diversity Programs, New Hire Orientations, Process Improvement, Relationship Building, Human Resources, Brand Awareness, Talent Management, Consultative Approaches, Customer experience strategy (CX), Collaboration, Personalized Service, Teamwork, Leadership and Management, Time Management, Decision Making, Communication, Critical Thinking

    4.3
    Rating, 4.3 out of 5 stars
    ·
    48 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Fixed Income Securities: Analyze, Value & Apply

    Skills you'll gain: Securities (Finance), Financial Analysis, Financial Market, Investments, Credit Risk, Portfolio Risk, Portfolio Management, Analysis, Cash Flows, Risk Analysis, Market Dynamics

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Intercompany Transactions for Consolidated Reporting

    Skills you'll gain: Intercompany Accounting, Technical Accounting, Risk Analysis, Revenue Recognition, Corporate Accounting, International Financial Reporting Standards, Consolidation, Financial Reporting, Case Studies

    5
    Rating, 5 out of 5 stars
    ·
    6 reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Introduction to Momentum Investing: Interactive Brokers
  • PMP Exam Prep: Ways of Working for Technical Projects: University of Maryland, College Park
  • CompTIA Network+ (N10-009) Crash Course: Packt
  • UI/UX Wireframing and Prototyping with Figma: SkillUp
  • Search Advertising with Google: Aptly
  • Hedge Accounting for Derivatives: Apply & Evaluate: EDUCBA
  • Product Owner: Essential Skills and Tools for Innovation: SkillUp
  • Analyze Network Traffic with TCPDump: Build a Logging Tool: Coursera
  • Preparing for the Google Cloud Professional Cloud Architect Exam 日本語版: Google Cloud
  • A Manager's Guide to Modern Hiring by AIRS®: Automatic Data Processing, Inc. (ADP)

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