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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

    Universitat Autònoma de Barcelona

    Cómo captar talento en la era de la digitalización

    Skills you'll gain: Recruitment, Employee Onboarding, Talent Acquisition, Applicant Tracking Systems, Talent Sourcing, Job Analysis, Human Resources, Performance Appraisal, Interviewing Skills, Psychological Evaluations, Organizational Structure

    4.5
    Rating, 4.5 out of 5 stars
    ·
    8 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Putting it All Together: Problem-Solve Like an Entrepreneur

    Skills you'll gain: Lean Methodologies, Design Thinking, Innovation, Entrepreneurship, Product Improvement, Technology Solutions, Customer Analysis, Solution Design, Customer Insights, Brainstorming, Market Opportunities, Market Research, User Feedback, Business Modeling, Presentations

    4.7
    Rating, 4.7 out of 5 stars
    ·
    19 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Business and Consumer Activity and Confidence (US)

    Skills you'll gain: Financial Trading, Market Dynamics, Business Economics, Market Trend, Market Intelligence, Consumer Behaviour, Economics, Financial Market, Supply And Demand, Investments, Financial Data, Forecasting

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    S

    Starweaver

    Managing Employee Performance

    Skills you'll gain: Employee Performance Management, Performance Management, Constructive Feedback, Performance Review, People Management, Goal Setting, Team Management, Performance Metric, Expectation Management, Coaching, Employee Engagement, Collaboration, Accountability, Communication Strategies

    4.8
    Rating, 4.8 out of 5 stars
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    52 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    PwC India

    GST - Undertaking compliances

    Skills you'll gain: Tax Returns, Tax Compliance, Compliance Management, Registration, Tax, Regulatory Requirements, Reconciliation, E-Commerce

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Empathy and Data in Risk Management

    Skills you'll gain: Risk Management, Enterprise Risk Management (ERM), Risk Analysis, Risk Control, Cyber Risk, Persuasive Communication, Tableau Software, Data Visualization, Data Visualization Software, Data Literacy, Cybersecurity, Empathy, Diversity Equity and Inclusion Initiatives, Communication, Heat Maps, Stakeholder Analysis, Algorithms

    Build toward a degree

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    NodeJS Unleashed: Mastering Backend Development

    Skills you'll gain: Node.JS, Scalability, Authentications, JSON, Authorization (Computing), Web Development Tools, Web Applications, Web Development, Server Side, Back-End Web Development, Application Frameworks, Javascript, Restful API, Development Environment, Operating Systems, Email Automation, Microsoft Visual Studio

    4.5
    Rating, 4.5 out of 5 stars
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    53 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Building Culture in a Scale Up

    Skills you'll gain: Diversity and Inclusion, Team Building, Culture Transformation, Governance, Corporate Strategy, Employee Onboarding, Compliance Management, Go To Market Strategy, Entrepreneurship, Recruitment Strategies, Employee Retention, Organizational Leadership, Leadership and Management, Business Strategy

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Ethical Hacking Foundations & Network Security

    Skills you'll gain: Penetration Testing, Network Security, Vulnerability Scanning, Wireless Networks, Cybersecurity, Exploitation techniques, Linux, Command-Line Interface, Network Analysis, Encryption, Virtual Private Networks (VPN), System Configuration, Software Installation, File Management, Virtual Machines

    4.8
    Rating, 4.8 out of 5 stars
    ·
    12 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Desarrollo y Diseño de Videojuegos: Proyecto final

    Skills you'll gain: Game Design, Video Game Development, Agile Methodology, Agile Software Development, Software Design Documents, Software Development Methodologies, Augmented and Virtual Reality (AR/VR), Virtual Reality, Sprint Planning, Video Production, Technical Documentation, Prototyping, Digital Publishing, User Interface (UI)

    5
    Rating, 5 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Starweaver

    CEO Playbook: Generative AI

    Skills you'll gain: Responsible AI, AI Product Strategy, Google Gemini, Anthropic Claude, AI Enablement, Business Leadership, ChatGPT, Business Transformation, Digital Transformation, Leadership, Strategic Leadership, Strategic Thinking, Competitive Intelligence, Stakeholder Communications, Generative AI Agents, Data Ethics, Communication Strategies, Business Ethics, Analytical Skills, Strategic Marketing

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Fundamentos del emprendimiento en la empresa familiar

    Skills you'll gain: Value Propositions, Ideation, Market Opportunities, Entrepreneurship, New Product Development, Business Modeling, Innovation, New Business Development, Business Development, Business Strategies, Business Leadership, Presentations, Customer Insights, Succession Planning, Trend Analysis, Leadership

    Advanced · Course · 1 - 3 Months

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

  • Cómo captar talento en la era de la digitalización: Universitat Autònoma de Barcelona
  • Putting it All Together: Problem-Solve Like an Entrepreneur: Arizona State University
  • Business and Consumer Activity and Confidence (US): Interactive Brokers
  • Managing Employee Performance: Starweaver
  • GST - Undertaking compliances: PwC India
  • Empathy and Data in Risk Management: University of Illinois Urbana-Champaign
  • NodeJS Unleashed: Mastering Backend Development: EDUCBA
  • Building Culture in a Scale Up: IE Business School
  • Ethical Hacking Foundations & Network Security: Packt
  • Desarrollo y Diseño de Videojuegos: Proyecto final: Universidad de los Andes

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