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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
    P

    Packt

    Governance, Risk, and Compliance

    Skills you'll gain: Disaster Recovery, Regulation and Legal Compliance, Risk Management, Compliance Management, Regulatory Compliance, Governance Risk Management and Compliance, Risk Analysis, Cloud Security, Business Continuity, Cyber Risk, Security Management, Vendor Management, Incident Response, Data Security, Personally Identifiable Information, Business Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Automatic Data Processing, Inc. (ADP)

    Benefits: Health, Wellness, Work & Lifestyle

    Skills you'll gain: Benefits Administration, Compensation and Benefits, Human Resource Policies, Human Resource Strategy, Human Resources, Employee Assistance Programs, Communication Planning, Health Care, Program Evaluation, Insurance, Diversity and Inclusion, Dental Care

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Execution

    Skills you'll gain: Project Implementation, Earned Value Management, Project Management, Resource Management, Project Controls, Project Closure, Staff Management, Change Control, Change Requests, Workflow Management, Change Management, Stakeholder Management, Risk Management, Performance Measurement

    Beginner · Course · 1 - 3 Months

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

    EDUCBA

    Hedge Funds: Leverage, Accounting & Risk

    Skills you'll gain: Hedge Accounting, Portfolio Risk, Risk Modeling, Risk Management, Risk Analysis, Risk Management Framework, Investment Management, Regression Analysis, Accounting, Portfolio Management, Financial Analysis, Analysis, Statistical Analysis, Derivatives, Fund Accounting, Financial Trading, Case Studies, International Finance, Tax Laws

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    R

    Real Madrid Graduate School Universidad Europea

    AI for Player Performance and Training

    Skills you'll gain: Injury Prevention, Data-Driven Decision-Making, Sports Medicine, Athletic Training, AI Personalization, Artificial Intelligence, Health Technology, Coaching, Rehabilitation, Real Time Data, Predictive Analytics, Advanced Analytics, Data Analysis, Organizational Strategy, Competitive Analysis, Process Optimization, Technology Solutions, Goal Setting, Talent Recruitment, Physical Science

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    AI Business School

    AI for HR

    Skills you'll gain: Prompt Engineering, AI Personalization, Agentic Workflows, Generative AI, Responsible AI, Risk Management, HR Tech, AI Workflows, ChatGPT, Generative AI Agents, AI Enablement, Agentic systems, Human Resources, Human Resource Strategy, Large Language Modeling, Productivity, Artificial Intelligence, LLM Application, Innovation, Ideation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    12 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Digital Marketing Institute

    An Introduction to Digital Marketing and Digital Strategy

    Skills you'll gain: Marketing Budgets, Customer experience strategy (CX), Customer experience improvement, Cross-Channel Marketing, Digital Media Strategy, Digital Marketing, Marketing Effectiveness, MarTech, Marketing Strategy and Techniques, Marketing Channel, Customer Insights, Return On Investment, Agile Methodology, Consumer Behaviour, Persona Development, Strategic Thinking, Key Performance Indicators (KPIs), Social Media, Social Media Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Desembaraço Aduaneiro

    Skills you'll gain: International Finance, Global Marketing, Competitive Analysis, Business Risk Management, Risk Management, Export Control, Strategic Partnership, Strategic Decision-Making, Strategic Thinking, Market Dynamics, Business Strategies, Market Opportunities, Shipping and Receiving, Economics, Business Development, Payment Processing and Collection, Regulatory Documents, Document Management, Negotiation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    35 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica del Perú

    Relación entre Branding y Marketing

    Skills you'll gain: Brand Management, Marketing, Strategic Marketing, Marketing Strategies, Marketing Planning, Branding, Value Propositions, Brand Strategy, Business Strategy, Consumer Behaviour, Market Analysis, Digital Marketing

    4.9
    Rating, 4.9 out of 5 stars
    ·
    20 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    K

    Knowledge Accelerators

    Microsoft Planner - Essential Training for Managing Projects

    Skills you'll gain: Microsoft 365, Project Management, Project Coordination, Project Planning, Leadership and Management, Project Management Software, Calendar Management, Project Implementation, Collaborative Software, Workflow Management, Productivity, Productivity Software, Data Management, Business Software

    3.3
    Rating, 3.3 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Communications and High-Speed Signals with Raspberry Pi

    Skills you'll gain: Electronics, Communication Systems, Hardware Design, Digital Communications, Electronic Systems, Electrical Engineering, Digital Signal Processing, Failure Analysis, Electronic Components, Estimation, Debugging, Network Analysis, Simulation and Simulation Software

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Regulatory Landscape of Alternative Investments

    Skills you'll gain: Financial Industry Regulatory Authorities, Asset Management, Financial Regulations, Financial Regulation, Securities (Finance), Investments, Investment Management, Law, Regulation, and Compliance, Regulatory Compliance, Portfolio Management, Private Equity, Wealth Management, Real Estate, Financial Services, Commercial Real Estate, Regulatory Requirements, Capital Markets, Property and Real Estate, Due Diligence

    Intermediate · Course · 1 - 4 Weeks

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

  • Governance, Risk, and Compliance: Packt
  • Benefits: Health, Wellness, Work & Lifestyle: Automatic Data Processing, Inc. (ADP)
  • Project Execution: University of California, Irvine
  • Hedge Funds: Leverage, Accounting & Risk: EDUCBA
  • AI for Player Performance and Training: Real Madrid Graduate School Universidad Europea
  • AI for HR: AI Business School
  • An Introduction to Digital Marketing and Digital Strategy: Digital Marketing Institute
  • Desembaraço Aduaneiro: Fundação Instituto de Administração
  • Relación entre Branding y Marketing: Pontificia Universidad Católica del Perú
  • Microsoft Planner - Essential Training for Managing Projects: Knowledge Accelerators

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