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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
    U

    University of California, Irvine

    Learn English: Advanced Academic Speaking and Listening

    Skills you'll gain: Verbal Communication Skills, Presentations, Public Speaking, Discussion Facilitation, Non-Verbal Communication, Oral Comprehension, English Language, Peer Review, Active Listening, Communication, Social Skills, Constructive Feedback, Interpersonal Communications, Persuasive Communication, Driving engagement, Student Engagement, Collaboration, Planning, Critical Thinking, Vocabulary

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.4K reviews

    Intermediate · Specialization · 3 - 6 Months

  • U

    University of Illinois at Urbana-Champaign

    Graduate Certificate in Accounting Data Analytics

    Skills you'll gain: Business Strategy, Data Storytelling, Management Accounting, Model Evaluation, Fund Accounting, Operations Management, Organizational Change, Mergers & Acquisitions, Financial Statement Analysis, Project Closure, Risk Management, Social Determinants Of Health, Revenue Recognition, Variance Analysis, Entrepreneurship, Data Governance, Financial Auditing, Generative AI, Supply And Demand, Statistical Inference

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Creo Incubator

    Strength Based Success for Leaders

    Skills you'll gain: Emotional Intelligence, Time Management, Professional Networking, Compassion, Empathy & Emotional Intelligence, Rapport Building, Goal Setting, Leadership Development, Resilience, Influencing, Leadership, Mindfulness, Communication, Strategic Communication, digital literacy, Strategic Leadership, Interpersonal Communications, Entrepreneurship, Initiative and Leadership, Ethical Standards And Conduct

    Beginner · Specialization · 1 - 3 Months

  • U

    University of Illinois at Urbana-Champaign

    Graduate Certificate in Digital Marketing

    Skills you'll gain: Business Strategy, Data Storytelling, Management Accounting, Model Evaluation, Fund Accounting, Operations Management, Organizational Change, Mergers & Acquisitions, Financial Statement Analysis, Project Closure, Risk Management, Social Determinants Of Health, Revenue Recognition, Variance Analysis, Entrepreneurship, Data Governance, Financial Auditing, Generative AI, Supply And Demand, Statistical Inference

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Define SMART KPIs: Measure Business Success

    Skills you'll gain: Key Performance Indicators (KPIs), Business Metrics, Accountability, Goal Setting, Management Reporting, Analytical Skills, Data-Driven Decision-Making

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Collaborate and Version Control Your AI Apps

    Skills you'll gain: User Story, Agile Methodology, Version Control, Persona (User Experience), Kanban Principles

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Web Development Concepts for Everyone

    Skills you'll gain: Full-Stack Web Development, Version Control, Web Development, Cloud Deployment, OAuth, Web Development Tools, Database Management, Bootstrap (Front-End Framework), Restful API, Web Services, Spring Framework, TypeScript, Software Development, Application Development, Web Servers, NoSQL

    Intermediate · Course · 3 - 6 Months

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

    EDUCBA

    Build DevOps CI/CD Pipelines with Jenkins and Ansible

    Skills you'll gain: Cloud Deployment, Amazon Web Services, Software Development, Configuration Management, Java

    Beginner · Course · 1 - 4 Weeks

  • U

    Universidad Austral

    Finanzas Corporativas

    Skills you'll gain: Financial Statement Analysis, Financial Modeling, Corporate Finance, Finance, Financial Management, Financial Analysis, Income Statement, Balance Sheet, Capital Budgeting, Risk Analysis, Risk Management, Investment Management, Financial Forecasting, Cash Flows, Cost Benefit Analysis, Return On Investment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    528 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Portfolio and Risk Management

    Skills you'll gain: Portfolio Management, Risk Management, Portfolio Risk, Business Risk Management, Investment Management, Risk Analysis, Investments, Risk Modeling, Asset Management, Wealth Management, Financial Market, Finance, Derivatives, Equities, Probability Distribution, Market Dynamics, Correlation Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Macquarie University

    Validate New Ideas for Startups

    Skills you'll gain: Value Propositions, Market Research, Entrepreneurship, User Research, Customer Insights, New Product Development, Competitive Analysis, Data-Driven Decision-Making, Fundraising and Crowdsourcing, Presentations, Business Modeling, Innovation, Business Development, Strategic Partnership, Professional Networking

    Beginner · Course · 1 - 3 Months

  • U

    University of Colorado Boulder

    Master of Engineering in Engineering Management

    Skills you'll gain: Prompt Engineering, User Story, New Product Development, Real-Time Operating Systems, Model Based Systems Engineering, Model Evaluation, Field-Programmable Gate Array (FPGA), Failure Analysis, Sustainable Business, Data Mining, Delegation Skills, Object Oriented Design, Sampling (Statistics), Proposal Writing, Supplier Management, Accountability, Data Ethics, Sustainability Reporting, Database Design, Sustainable Design

    Earn a degree

    Degree · 1 - 4 Years

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

  • Learn English: Advanced Academic Speaking and Listening: University of California, Irvine
  • Graduate Certificate in Accounting Data Analytics: University of Illinois at Urbana-Champaign
  • Strength Based Success for Leaders: Creo Incubator
  • Graduate Certificate in Digital Marketing: University of Illinois at Urbana-Champaign
  • Define SMART KPIs: Measure Business Success: Coursera
  • Collaborate and Version Control Your AI Apps: Coursera
  • Web Development Concepts for Everyone: Packt
  • Build DevOps CI/CD Pipelines with Jenkins and Ansible: EDUCBA
  • Finanzas Corporativas: Universidad Austral
  • Portfolio and Risk Management: University of Geneva

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