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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


  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Managing Project Risks and Changes

    Skills you'll gain: Project Performance, Communication Planning, Change Control, Project Management, Risk Analysis, Risk Management, Scope Management, Change Management, Project Documentation, Project Closure, Stakeholder Communications

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.3K reviews

    Mixed · Course · 1 - 3 Months

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

    Cisco Learning and Certifications

    Overview of Important Protocols

    Skills you'll gain: Network Protocols, Network Troubleshooting, Network Planning And Design, Network Routing, TCP/IP, Computer Networking, Dynamic Host Configuration Protocol (DHCP), Network Routers, Network Security, Local Area Networks, Network Switches, File Transfer Protocol (FTP)

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SAP

    SAP Technology Consultant

    Skills you'll gain: SAP S/4HANA, System Design and Implementation, Relationship Building, ABAP RESTful Programming Model (RAP), Project Management, Test Script Development, Rapport Building, Project Implementation, Software As A Service, Enterprise Architecture, Enterprise Resource Planning, Consultative Approaches, Solution Architecture, Project Closure, Stakeholder Communications, Product Roadmaps, Test Planning, Workforce Development, Requirements Analysis, Company, Product, and Service Knowledge

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.5K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    P

    PwC

    Problem Solving with Excel

    Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Spreadsheet Software, Data Validation, Complex Problem Solving, Data Analysis Software, Data Entry, Data Analysis, Statistical Analysis, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    5.5K reviews

    Beginner · Course · 1 - 4 Weeks

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

    Edureka

    Generative AI for Customer Service Automation

    Skills you'll gain: Miro AI, Customer Engagement, Responsible AI, AI Product Strategy, No-Code Development, Customer experience improvement, Email Automation, Customer Service, Customer Analysis, Automation, Generative AI, Customer Data Management, Customer Communications Management, Customer Relationship Management (CRM) Software, Customer Support, Workflow Management, Artificial Intelligence, Customer and Client Support, Agentic systems, Ethical Standards And Conduct

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    A CISO Guide to Cyber Resilience

    Skills you'll gain: Cyber Security Strategy, Endpoint Security, Zero Trust Network Access, Cybersecurity, Cyber Governance, Cyber Attacks, Incident Response, Incident Management, Cyber Security Policies, Security Management, Identity and Access Management, Disaster Recovery, Cyber Risk, AI Security, Data Security, Cyber Threat Hunting, Business Continuity Planning, Enterprise Security, Security Controls, Security Awareness

    Intermediate · Course · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Coursera

    An Introduction to Fixed Income Securities

    Skills you'll gain: Risk Analysis, Securities (Finance), Financial Analysis, Credit Risk, Financial Market, Portfolio Risk, Investments, Risk Management, Equities, Market Dynamics, Portfolio Management, Finance, Wealth Management, Investment Banking, Return On Investment

    4.5
    Rating, 4.5 out of 5 stars
    ·
    27 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Wharton Business Foundations Capstone

    Skills you'll gain: Peer Review, Project Design, Business, Analysis, Business Planning, Marketing Strategy and Techniques, Marketing, Business Analysis, Competitive Analysis, Strategic Thinking, Constructive Feedback, Business Strategy, Accounting, Report Writing, Finance, Financial Accounting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    406 reviews

    Mixed · Course · 1 - 3 Months

  • C

    Commonwealth Education Trust

    Foundations of Teaching for Learning: Curriculum

    Skills you'll gain: Curriculum Development, Teaching, Education and Training, Instructional and Curriculum Design, Course Development, Instructional Strategies, Pedagogy, Student-Centred Learning, Collaboration, Learning Theory, Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    516 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Foundations of Business Strategy

    Skills you'll gain: Business Strategy, Strategic Thinking, Competitive Analysis, Organizational Strategy, Business Planning, Strategic Decision-Making, Corporate Strategy, Market Analysis, Analysis, Value Propositions

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Indian School of Business

    Trading Algorithms

    Skills you'll gain: Financial Trading, Financial Analysis, Financial Statement Analysis, Financial Market, Market Trend, Market Dynamics, Analysis, Equities, Decision Making

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.1K reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    The Marketing Plan

    Skills you'll gain: Marketing Planning, Business Planning, Marketing Strategies, Product Marketing, Go To Market Strategy, Marketing Strategy and Techniques, Case Studies, Planning, Target Market, Marketing Budgets, Marketing Analytics, Brand Strategy, Market Analysis, Competitive Analysis, Profit and Loss (P&L) Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    489 reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Managing Project Risks and Changes: University of California, Irvine
  • Overview of Important Protocols: Cisco Learning and Certifications
  • SAP Technology Consultant: SAP
  • Problem Solving with Excel : PwC
  • Generative AI for Customer Service Automation : Edureka
  • A CISO Guide to Cyber Resilience: Packt
  • An Introduction to Fixed Income Securities : Coursera
  • Wharton Business Foundations Capstone: University of Pennsylvania
  • Foundations of Teaching for Learning: Curriculum: Commonwealth Education Trust
  • Foundations of Business Strategy: University of Virginia

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