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  • Financial Planning

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


  • C

    Coursera

    How to Use The IFE-EFE Matrix for Strategic Analysis

    Skills you'll gain: Competitive Analysis, Strategic Thinking, Business Strategy, Strategic Decision-Making, Organizational Strategy, Key Performance Indicators (KPIs), Performance Analysis, Analysis, Internal Auditing, Market Analysis, External Auditing, Market Opportunities, Entrepreneurship, Leadership

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    F

    Fundação Instituto de Administração

    Inteligência Artificial para Logística

    Skills you'll gain: Logistics Management, Logistics, Inventory and Warehousing, Supply Chain, Strategic Planning, Transportation Operations, Warehouse Management, Internet Of Things, Automation, Artificial Intelligence

    5
    Rating, 5 out of 5 stars
    ·
    21 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    AI Principles with Edge Computing

    Skills you'll gain: Artificial Intelligence, Internet Of Things, Unsupervised Learning, Python Programming, Deep Learning, Machine Learning, Convolutional Neural Networks, Image Analysis, Artificial Neural Networks, Reinforcement Learning, Data Preprocessing, Natural Language Processing, Model Evaluation

    Intermediate · Course · 1 - 3 Months

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

    Edureka

    Agentic AI & No-Code Automation for Strategic HR

    Skills you'll gain: Human Resource Strategy, Human Resources, Responsible AI, AI Enablement, Miro AI, Data Ethics, Workflow Management, Employee Retention, Agentic Workflows, Talent Management, Succession Planning, Talent Acquisition, Talent Recruitment, Personally Identifiable Information, Automation, AI Personalization, Artificial Intelligence and Machine Learning (AI/ML), Digital Transformation, Performance Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Monetary Measures, Economic Output and Corporate Profits

    Skills you'll gain: Business Economics, Economics, Economic Development, Gross Profit, Fiscal Management, Financial Policy, Corporate Finance, Financial Statements, Financial Market, Supply And Demand, Banking, Market Dynamics, Forecasting

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    D

    DeepLearning.AI

    JavaScript RAG Web Apps with LlamaIndex

    Skills you'll gain: Full-Stack Web Development, Retrieval-Augmented Generation, Web Applications, JavaScript Frameworks, React.js, LLM Application, Web Development, Javascript, Tool Calling, Generative AI Agents, Data Persistence, Query Languages

    4.7
    Rating, 4.7 out of 5 stars
    ·
    16 reviews

    Beginner · Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Helping Your Organization Manage Risk and Crisis

    Skills you'll gain: Crisis Management, Corporate Communications, Risk Management, Strategic Communication, Risk Analysis, Mitigation, Forecasting, Communication Strategies, Leadership Studies, Case Studies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    What are GPTs and How can they work for my business?

    Skills you'll gain: ChatGPT, AI Enablement, Market Research, Financial Forecasting, AI Personalization, Business Solutions, LLM Application, Generative AI, Strategic Decision-Making, Supply Chain Management, Innovation, Forecasting, Customer Support, Artificial Intelligence

    3.8
    Rating, 3.8 out of 5 stars
    ·
    9 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Intro to Artificial Intelligence on Microsoft Azure

    Skills you'll gain: Responsible AI, Anomaly Detection, Computer Vision, Microsoft Azure, Data Ethics, Artificial Intelligence, Natural Language Processing, AI Workflows, Artificial Intelligence and Machine Learning (AI/ML), Azure Synapse Analytics, Machine Learning

    4.5
    Rating, 4.5 out of 5 stars
    ·
    17 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    N

    Northeastern University

    Intro to Managing Ethics in the Workplace & Marketplace

    Skills you'll gain: Healthcare Ethics, Business Ethics, Ethical Standards And Conduct, Health Care Administration, Patient Safety, Decision Making, Risk Management, Critical Thinking, Conflict Management, Organizational Strategy, Business Strategy, Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Delivering Value and Managing Stakeholders in Agile

    Skills you'll gain: Agile Project Management, Agile Methodology, Risk Management, Stakeholder Management, User Story, Stakeholder Engagement, Leadership, Sprint Planning, Conflict Management, Earned Value Management, Stakeholder Analysis, Communication, Value Engineering, Contract Management, Prioritization

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Empreendedorismo e Inovação

    Skills you'll gain: Innovation, Design Thinking, Business Modeling, Entrepreneurship, Fundraising, Creative Problem-Solving, Creative Thinking, Professional Networking, Product Development, Decision Making, Strategic Thinking, Presentations

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • How to Use The IFE-EFE Matrix for Strategic Analysis: Coursera
  • Inteligência Artificial para Logística: Fundação Instituto de Administração
  • AI Principles with Edge Computing: L&T EduTech
  • Agentic AI & No-Code Automation for Strategic HR: Edureka
  • Monetary Measures, Economic Output and Corporate Profits: Interactive Brokers
  • JavaScript RAG Web Apps with LlamaIndex: DeepLearning.AI
  • Helping Your Organization Manage Risk and Crisis : University of Colorado Boulder
  • What are GPTs and How can they work for my business?: Coursera
  • Intro to Artificial Intelligence on Microsoft Azure: Microsoft
  • Intro to Managing Ethics in the Workplace & Marketplace: Northeastern University

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