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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.


Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Análise de Dados para Workforce Management

    Skills you'll gain: Workforce Management, People Analytics, Big Data, HR Tech, Workforce Planning, Data Mining, Data-Driven Decision-Making, Human Resource Strategy, Deep Learning, Human Resources Management and Planning, Digital Transformation, Human Resources, Ggplot2, Data Visualization Software, Plot (Graphics), Data Modeling, R Programming, Data Science, Data Manipulation, Machine Learning

    4.3
    Rating, 4.3 out of 5 stars
    ·
    76 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    R

    Rutgers the State University of New Jersey

    Robotic Process Automation (RPA) in Accounting and Auditing

    Skills you'll gain: Robotic Process Automation, Business Process Automation, Automation, Financial Auditing, Workflow Management, Artificial Intelligence, Accounting and Finance Software, Excel Macros, Emerging Technologies, Digital Transformation, Natural Language Processing, Systems Integration, Unstructured Data, Scalability

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    UBITS

    El arte de emprender: de la idea al éxito

    Skills you'll gain: Business Strategy, Corporate Strategy, Talent Management, Business Planning, Leadership, Entrepreneurship, Organizational Strategy, Business Management, Business, Human Resources Management and Planning, Business Technologies, Innovation, Employee Engagement

    4.5
    Rating, 4.5 out of 5 stars
    ·
    14 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Technology Strategy: Creative Destruction

    Skills you'll gain: Innovation, Business Modeling, Technology Strategies, Product Lifecycle Management, Strategic Planning, Business Transformation, Business Strategy, Product Management, Organizational Change, Market Dynamics, Emerging Technologies, Competitive Analysis, Network Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    59 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    D

    Duke University

    مقاييس الأعمال للشركات التي تعتمد على البيانات

    Skills you'll gain: Business Metrics, Analytics, Digital Transformation, Business Analytics, Business Intelligence, Big Data, Business Analysis, Data Analysis, Performance Metric, Key Performance Indicators (KPIs), E-Commerce, Financial Services, Case Studies, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
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    77 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
    ·
    38 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Roadmap para a Estratégia

    Skills you'll gain: Strategic Leadership, Strategic Marketing, Business Strategy, Stakeholder Analysis, Business Strategies, Marketing, Leadership, Organizational Leadership, Business Leadership, Business Modeling, Marketing Strategy and Techniques, Brand Strategy, Organizational Strategy, Business Ethics, Market Dynamics, Strategic Thinking, Customer Insights, Corporate Strategy, Financial Analysis, Financial Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    67 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Gestión del alcance: el qué de la triple restricción

    Skills you'll gain: Project Scoping, Scope Management, Project Management Life Cycle, Project Planning, Work Breakdown Structure, Requirements Management, Project Management, Project Controls, Project Estimation, Project Documentation, Organizational Strategy, Stakeholder Engagement

    4.9
    Rating, 4.9 out of 5 stars
    ·
    122 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Scrum Master Capstone

    Skills you'll gain: User Story, Sprint Retrospectives, Sprint Planning, Backlogs, Project Risk Management, Agile Project Management, Agile Methodology, Stakeholder Engagement, Stakeholder Management, Kanban Principles, Project Documentation, Portfolio Management, Product Improvement, Project Planning, Performance Analysis, Team Building, Estimation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    46 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Estrategias y estilos de negociación      

    Skills you'll gain: Negotiation, Conflict Management, Business Leadership, Communication Strategies, Strategic Planning, Relationship Building, Intercultural Competence, Complex Problem Solving, Cultural Diversity

    4.8
    Rating, 4.8 out of 5 stars
    ·
    177 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Fundamentals of Data Analysis in Excel

    Skills you'll gain: Microsoft Excel, Pivot Tables And Charts, Spreadsheet Software, Dashboard, Data Transformation, Data Analysis, Excel Formulas, Data Visualization Software, Data Presentation, Data Manipulation, Business Intelligence, Data Cleansing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    76 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    ESADE Business and Law School

    Modelos de empresa familiar: del capitán al grupo inversor

    Skills you'll gain: Succession Planning, Business Modeling, Organizational Structure, Business Management, Systems Thinking, Business Leadership, Business Strategy, Entrepreneurship, Governance, Complex Problem Solving, Decision Making, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    57 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Análise de Dados para Workforce Management: Fundação Instituto de Administração
  • Robotic Process Automation (RPA) in Accounting and Auditing: Rutgers the State University of New Jersey
  • El arte de emprender: de la idea al éxito: UBITS
  • Technology Strategy: Creative Destruction: University of Illinois Urbana-Champaign
  • مقاييس الأعمال للشركات التي تعتمد على البيانات: Duke University
  • Steel Multi Storey Building - System Design: L&T EduTech
  • Roadmap para a Estratégia: Fundação Instituto de Administração
  • Gestión del alcance: el qué de la triple restricción: Universidad de los Andes
  • Scrum Master Capstone: SkillUp
  • Estrategias y estilos de negociación      : Tecnológico de Monterrey

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