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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
    G

    Google

    Google Project Management (PT)

    Skills you'll gain: Quality Management, Backlogs, Project Closure, Project Planning, Team Leadership, Project Management Life Cycle, Agile Project Management, Communication Planning, Continuous Improvement Process, Process Improvement, Project Management, Budget Management, Stakeholder Analysis, Change Control, Project Controls, Scope Management, Project Schedules, Agile Methodology, Requirements Analysis, Change Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    2.6K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Virginia

    Artificial Intelligence in Marketing

    Skills you'll gain: Marketing Strategies, Digital Transformation, AI Enablement, Marketing, Marketing Analytics, Data-Driven Decision-Making, Machine Learning Algorithms, Artificial Intelligence, Digital Marketing, Business Strategy, Case Studies, Competitive Analysis, Network Analysis, Customer experience improvement, Customer Engagement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    345 reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    SEO Strategy: Analyze, Apply & Optimize

    Skills you'll gain: Search Engine Optimization, Target Audience, Web Analytics and SEO, Keyword Research, Market Opportunities, Business Strategy, Strategic Thinking, Competitive Analysis, Analysis, Auditing, Business Metrics

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Mastering Data Analysis in Excel

    Skills you'll gain: Predictive Modeling, Microsoft Excel, Classification Algorithms, Business Analytics, Logistic Regression, Data Analysis, Model Evaluation, Business Risk Management

    4.2
    Rating, 4.2 out of 5 stars
    ·
    3.9K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    The Power of the Agile Business Analyst

    Skills you'll gain: Agile Methodology, User Story, Agile Software Development, Business Analysis, Sprint Retrospectives, Agile Project Management, Agile Product Development, Team Building, Process Design, Scrum (Software Development), Risk Management, Business Requirements, User Acceptance Testing (UAT), Business Valuation, Requirements Analysis, Project Management, Prioritization

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Project Management

    Skills you'll gain: User Story, Supplier Management, Project Schedules, Project Closure, Engineering Management, Milestones (Project Management), Team Leadership, Stakeholder Management, Scheduling, Agile Project Management, Scrum (Software Development), Procurement, Quality Management, Team Management, Project Planning, Agile Methodology, Project Scoping, Project Management, Risk Management, Stakeholder Communications

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.5K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Create Compelling Business Cases

    Skills you'll gain: Risk Management, Proposal Writing, Business Ethics, Business Research, Business Writing, Return On Investment, Financial Analysis, Financial Acumen, Business Analysis, Decision Making

    3.3
    Rating, 3.3 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Agile Leadership

    Skills you'll gain: Change Management, Organizational Change, Agile Methodology, Meeting Facilitation, Positivity, Team Building, Resilience, Scrum (Software Development), Team Management, Sprint Retrospectives, Innovation, Sprint Planning, Culture Transformation, Organizational Development, Agile Project Management, Virtual Teams, Team Leadership, Business Transformation, Leadership Development, Project Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Computer Security and Systems Management

    Skills you'll gain: Windows Servers, Computer Security, Linux Administration, Contingency Planning, Disaster Recovery, Authorization (Computing), Linux, Linux Servers, Microsoft Windows, Authentications, Business Continuity Planning, OSI Models, User Accounts, Group Policy, Security Management, Microsoft Servers, Operating System Administration, Systems Administration, Virtualization, Cybersecurity

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.9K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Managing Debt

    Skills you'll gain: Mortgage Loans, Loans, Consumer Lending, Credit Risk, Financial Planning, Budget Management, Cost Benefit Analysis, Goal Setting, Consolidation, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    27 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Colorado System

    Electric Utilities Fundamentals and Future

    Skills you'll gain: Energy and Utilities, Electric Power Systems, Electrical Safety, Customer experience strategy (CX), Financial Regulation, Customer Engagement, Regulatory Affairs, Sustainable Systems, Emerging Technologies, Technology Strategies, Environmental Issue, Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    731 reviews

    Beginner · Course · 1 - 3 Months

  • A

    Alfaisal University | KLD

    المبادئ المحاسبية في التقارير والقوائم المالية

    Skills you'll gain: International Financial Reporting Standards, Generally Accepted Accounting Principles (GAAP), Standard Accounting Practices, Financial Reporting, Financial Statement Analysis, Financial Statements, Financial Accounting, Accounting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    64 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Google Project Management (PT): Google
  • Artificial Intelligence in Marketing: University of Virginia
  • SEO Strategy: Analyze, Apply & Optimize: EDUCBA
  • Mastering Data Analysis in Excel: Duke University
  • The Power of the Agile Business Analyst: Packt
  • Project Management: University of Colorado Boulder
  • Create Compelling Business Cases: Coursera
  • Agile Leadership: University of Colorado System
  • Computer Security and Systems Management: University of Colorado System
  • Managing Debt: SoFi

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