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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


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    B

    Board Infinity

    AI & Automation for Supply Chain Resilience

    Skills you'll gain: Transportation, Supply Chain, and Logistics, Inventory and Warehousing, Supply Chain Management, Business Continuity, Supply Chain Planning, Business Continuity Planning, Crisis Management, Inventory Management System, Forecasting, AI Enablement, Predictive Analytics, Logistics, Data Ethics, Automation, Continuous Monitoring, Logistics Management, Real Time Data, Risk Mitigation, Risk Management, Artificial Intelligence and Machine Learning (AI/ML)

    Beginner · Course · 1 - 4 Weeks

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    U

    University of Cape Town

    Understanding Clinical Research: Behind the Statistics

    Skills you'll gain: Biostatistics, Statistical Methods, Statistical Hypothesis Testing, Diagnostic Tests, Clinical Research, Statistical Analysis, Quantitative Research, Statistics, Descriptive Statistics, Statistical Inference, Data Collection, Probability

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.7K reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Portfolio Optimization using Markowitz Model

    Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Modeling, Correlation Analysis, Investment Management, Financial Analysis, Risk Modeling

    4.4
    Rating, 4.4 out of 5 stars
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    328 reviews

    Intermediate · Guided Project · Less Than 2 Hours

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    Pontificia Universidad Católica de Chile

    Planificación y gestión estratégica para Pymes

    Skills you'll gain: Customer Relationship Management, Financial Analysis, Business Modeling, Business Planning, Business Strategy, Financial Statements, Strategic Decision-Making, Accounting, Entrepreneurship, Competitive Analysis, Value Propositions

    4.9
    Rating, 4.9 out of 5 stars
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    997 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    M

    Macquarie University

    Organisational design: Know your organisation

    Skills you'll gain: Human Resource Strategy, Organizational Strategy, Organizational Structure, Organizational Effectiveness, Workforce Planning, Organizational Change, Risk Management, Business Strategy, Key Performance Indicators (KPIs), Report Writing

    4.9
    Rating, 4.9 out of 5 stars
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    1.8K reviews

    Beginner · Course · 1 - 3 Months

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    V

    Vanderbilt University

    Generative AI for Educators & Teachers

    Skills you'll gain: Prompt Engineering, Generative AI, ChatGPT, Ideation, Verification And Validation, Creative Problem-Solving, AI Enablement, Expense Reports, Responsible AI, AI Personalization, Image Analysis, Creativity, LLM Application, Innovation, Brainstorming, Game Design, Expense Management, Organizational Skills, Artificial Intelligence, Lesson Planning

    4.8
    Rating, 4.8 out of 5 stars
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    1.9K reviews

    Beginner · Specialization · 1 - 3 Months

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    M

    Macquarie University

    Excel Skills for Business: Intermediate II

    Skills you'll gain: Excel Formulas, Microsoft Excel, Excel Macros, Data Validation, Spreadsheet Software, Data Modeling, Financial Forecasting, Data Integrity, Business Modeling, Automation

    4.8
    Rating, 4.8 out of 5 stars
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    8.4K reviews

    Intermediate · Course · 1 - 3 Months

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    U

    University of London

    Brand Management: Aligning Business, Brand and Behaviour

    Skills you'll gain: Brand Management, Branding, Brand Marketing, Brand Strategy, Brand Awareness, Employee Engagement, Marketing Management, Global Marketing, Internal Communications, Customer experience strategy (CX), Human Resources, Organizational Change, Consumer Behaviour, Cross-Functional Collaboration

    4.9
    Rating, 4.9 out of 5 stars
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    7.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    J

    Johns Hopkins University

    Cancer Biology

    Skills you'll gain: Oncology, Medical Imaging, Patient Education And Counseling, Diagnostic Radiology, Radiation Therapy, Molecular Biology, Diagnostic Tests, Clinical Trials, Pain Management, Preventative Care, Treatment Planning, Urology, Patient Treatment, Immunology, Epidemiology, Surgery, Cell Biology, Care Management, Biology, Pathology

    4.8
    Rating, 4.8 out of 5 stars
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    9.8K reviews

    Beginner · Specialization · 3 - 6 Months

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    U

    University of Pennsylvania

    Regulatory Compliance

    Skills you'll gain: Compliance Training, Compliance Management, Health Insurance Portability And Accountability Act (HIPAA) Compliance, General Data Protection Regulation (GDPR), Medical Privacy, Regulation and Legal Compliance, Legal Risk, Information Privacy, Governance Risk Management and Compliance, Personally Identifiable Information, Compliance Reporting, Law, Regulation, and Compliance, Regulatory Compliance, Regulatory Requirements, Compliance Auditing, Internal Communications, Procedure Development, Business Ethics, Risk Management, Business Strategy

    4.8
    Rating, 4.8 out of 5 stars
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    2.8K reviews

    Intermediate · Specialization · 3 - 6 Months

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    L

    Lecturio

    Cardiovascular Disorders: Medical-Surgical Nursing

    Skills you'll gain: Cardiac Surgery, Chronic Diseases, Patient Education And Counseling, Cardiology, Medical Surgical Nursing, Care Management, Cardiac Dysrhythmia, Nursing Care, Perioperative Care, Diagnostic Tests, Hemodynamics, Nursing Process, Blood Pressure, Clinical Assessment, Physiology, Anatomy

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    Status: Free Trial
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    S

    Simplilearn

    Agile Adoption and Transformation Training

    Skills you'll gain: Scaled Agile Framework, Agile Methodology, Team Building, Scrum (Software Development), Sprint Retrospectives, Agile Project Management, Agile Product Development, Change Management, Cross-Functional Collaboration, Sprint Planning, Organizational Change, Backlogs, Team Leadership, Continuous Improvement Process

    Beginner · Course · 1 - 4 Weeks

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

  • AI & Automation for Supply Chain Resilience: Board Infinity
  • Understanding Clinical Research: Behind the Statistics: University of Cape Town
  • Portfolio Optimization using Markowitz Model: Coursera
  • Planificación y gestión estratégica para Pymes: Pontificia Universidad Católica de Chile
  • Organisational design: Know your organisation: Macquarie University
  • Generative AI for Educators & Teachers: Vanderbilt University
  • Excel Skills for Business: Intermediate II: Macquarie University
  • Brand Management: Aligning Business, Brand and Behaviour: University of London
  • Cancer Biology: Johns Hopkins University
  • Regulatory Compliance: University of Pennsylvania

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