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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: New
    New
    Status: Free Trial
    Free Trial
    E

    Edureka

    Building RAG and MCP Servers with Claude

    Skills you'll gain: Retrieval-Augmented Generation, Model Context Protocol, Agentic Workflows, AI Orchestration, Generative AI Agents, Anthropic Claude, Prompt Engineering, Tool Calling, Generative AI, Automation, Scalability, Application Programming Interface (API), Servers, Python Programming

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Virtual Teacher

    Skills you'll gain: Peer Review, Instructional Design, Education Software and Technology, Parent Communication, Instructional Strategies, Student Engagement, Learning Management Systems, Student Support and Services, Course Development, Collaborative Software, Curriculum Development, Blended Learning, Digital pedagogy, Educational Materials, Community Development, Classroom Management, Teaching, Performance Testing, Collaboration, Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.4K reviews

    Beginner · Specialization · 3 - 6 Months

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

    Coursera

    Strategize, Roadmap, and Mitigate AI Projects

    Skills you'll gain: Applied Machine Learning, Case Studies, Fraud detection, Project Risk Management, Project Planning, Business Ethics, Ethical Standards And Conduct, Law, Regulation, and Compliance, Scalability, Content Strategy, Quality Assessment, Keyword Research, Search Engine Optimization, Content Creation

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Unilever

    Supply Chain Management and Analytics

    Skills you'll gain: Supply Chain, Demand Planning, Supply Chain Management, Supply Chain Planning, Process Improvement, Capacity Planning, Logistics Management, Sustainable Business, Analytics, Corporate Sustainability, Scheduling, Inventory Management System, Forecasting, Data Analysis, Security Management, Expense Management, Operating Expense, Risk Management, Data Visualization, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    534 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Introduction to Project Management

    Skills you'll gain: Timelines, Project Documentation, Team Management, Stakeholder Management, Project Management, Project Management Software, Project Schedules, Project Scoping, Work Breakdown Structure, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.2K reviews

    Beginner · Guided Project · Less Than 2 Hours

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

    EDUCBA

    Business Strategy Analysis, Execution & Evaluation

    Skills you'll gain: Business Strategy, Process Optimization, Operational Analysis, Contingency Planning, Business Process Reengineering, Business Planning, Process Improvement, Organizational Strategy, Strategic Decision-Making, Competitive Analysis, Strategic Leadership, Business Analysis, Organizational Effectiveness, Operational Efficiency, Program Evaluation, Performance Measurement, Business Operations, Portfolio Management, Operations Management, Business

    Beginner · Specialization · 1 - 3 Months

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

    EDUCBA

    Analyze and Apply Agile & Scrum for Business Success

    Skills you'll gain: Team Performance Management, Kanban Principles, Estimation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Good with Words: Writing and Editing

    Skills you'll gain: Writing and Editing, Editing, Constructive Feedback, Concision, Writing, Organizational Skills, Proofreading, Storytelling, Productivity, Planning, Detail Oriented, Time Management, Brainstorming, Content Creation, Overcoming Obstacles, Resourcefulness, Lifelong Learning, Decision Making, Critical Thinking, Creativity

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.6K reviews

    Beginner · Specialization · 3 - 6 Months

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

    EDUCBA

    Build a C# WinForms Exhibition Visitor Entry System

    Skills you'll gain: Relational Databases, Requirements Analysis, Application Deployment, Database Design, Database Management, Business Requirements, C# (Programming Language), Application Development, Data Validation, Business Logic, UI Components, Data Access, User Interface (UI) Design

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    FinTech: Foundations, Payments, and Regulations

    Skills you'll gain: FinTech, Credit/Debit Card Processing, Financial Services, Payment Processing, Technology Strategies, Investments, Asset Management, Wealth Management, Environmental Social And Corporate Governance (ESG), Financial Regulations, Entrepreneurial Finance, Innovation, Consumer Behaviour

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.6K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Agile Software Development

    Skills you'll gain: User Story, Agile Software Development, Agile Methodology, Agile Project Management, Scrum (Software Development), Sprint Planning, Software Development Methodologies, Sprint Retrospectives, Backlogs, Continuous Integration, Test Driven Development (TDD)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7.5K reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    LearnKartS

    PMP Exam Preparation

    Skills you'll gain: Stakeholder Management, Risk Management, Project Planning, Communication Planning, Risk Mitigation, Scaled Agile Framework, Program Management, Project Estimation, Team Performance Management, Scheduling, Stakeholder Communications, Workflow Management, Sprint Planning, Team Management, Resource Allocation, Quality Improvement, Process Improvement, Backlogs, Change Management, Quality Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    442 reviews

    Intermediate · Specialization · 1 - 3 Months

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

  • Building RAG and MCP Servers with Claude: Edureka
  • Virtual Teacher: University of California, Irvine
  • Strategize, Roadmap, and Mitigate AI Projects: Coursera
  • Supply Chain Management and Analytics: Unilever
  • Introduction to Project Management: Coursera
  • Business Strategy Analysis, Execution & Evaluation: EDUCBA
  • Analyze and Apply Agile & Scrum for Business Success: EDUCBA
  • Good with Words: Writing and Editing: University of Michigan
  • Build a C# WinForms Exhibition Visitor Entry System: EDUCBA
  • FinTech: Foundations, Payments, and Regulations: University of Pennsylvania

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