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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: New
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    Packt

    Dynamics 365 Business Central Development Quick Start

    Skills you'll gain: Enterprise Resource Planning, Microsoft Power Platform, Microsoft Azure, Development Environment, Application Deployment, Microsoft 365, Docker (Software), Virtual Environment, Software As A Service, Integrated Development Environments, Cloud Deployment, Serverless Computing, Git (Version Control System), Business Development

    Beginner · Course · 1 - 3 Months

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

    Coursera

    Communication Channels for Project Success

    Skills you'll gain: Communication Planning, Strategic Communication, Internal Communications, Communication Strategies, Stakeholder Communications, Communication, Business Communication, Digital Communications, Collaboration, Expectation Management, Business Reporting, Spreadsheet Software

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Intuit

    Liabilities and Equity in Accounting

    Skills you'll gain: Payroll, Payroll Administration, Payroll Processing, Payroll Tax, Sales Tax, Balance Sheet, Accounting, Accounts Payable, Financial Accounting, General Accounting, Equities, Bookkeeping, General Ledger, Mortgage Loans, Loans, Tax Compliance

    4.4
    Rating, 4.4 out of 5 stars
    ·
    783 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    U

    Universitat Politècnica de València

    FlashDiet: Aprende como comer sano

    Skills you'll gain: Nutrition and Diet, Nutrition Education, Meal Planning And Preparation, Preventative Care, Health Education, Exercise Science, Cultural Diversity, Self-Awareness, Planning, Mindfulness

    Beginner · Course · 1 - 3 Months

  • C

    Commonwealth Education Trust

    Foundations of Teaching for Learning: Introduction

    Skills you'll gain: Creative Thinking, Classroom Management, Teaching, Adaptability, Education and Training, Pedagogy, Instructional Strategies, Adult Education, Student Engagement, Rapport Building, Professional Development, Learning Theory, Collaboration, Curriculum Development, Childhood Education and Development, Planning

    4.6
    Rating, 4.6 out of 5 stars
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    859 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Management Project

    Skills you'll gain: Project Risk Management, Project Schedules, Work Breakdown Structure, Timelines, Risk Management, Peer Review, Budgeting, Project Planning, Scheduling, Project Management, Project Implementation, Project Scoping, Project Documentation, Matrix Management

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

    Mixed · Course · 1 - 3 Months

  • T

    The University of Edinburgh

    EDIVET: Do you have what it takes to be a veterinarian?

    Skills you'll gain: Anatomy, Vital Signs, Cardiology, Basic Patient Care, Physiology, Patient Observation, Biology, Clinical Assessment, Patient Communication

    4.8
    Rating, 4.8 out of 5 stars
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    2.5K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Business Strategy

    Skills you'll gain: Growth Strategies, Business Strategy, Strategic Thinking, Plan Execution, Mergers & Acquisitions, Competitive Analysis, Organizational Strategy, Business Ethics, Peer Review, Data-Driven Decision-Making, Corporate Strategy, Strategic Leadership, Business Planning, Strategic Decision-Making, Governance, Stakeholder Management, New Business Development, Business Research, Analysis, Project Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    4.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    Unilever

    Unilever Supply Chain Data Analyst

    Skills you'll gain: Data Governance, Descriptive Analytics, Data Storytelling, Supply Chain, Supply Chain Management, Demand Planning, Presentations, Data Visualization, Supply Chain Systems, Supply Chain Planning, Transportation, Supply Chain, and Logistics, Process Improvement, Data Management, Data Lakes, Predictive Analytics, Forecasting, Data Analysis, Data Analysis Software, Real Time Data, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    605 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
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    LearnKartS

    Agile Project Management Frameworks and Methodologies

    Skills you'll gain: Agile Project Management, Agile Software Development, Agile Methodology, Sprint Retrospectives, Project Controls, Project Scoping, Project Management Life Cycle, Sprint Planning, Project Management, User Story, Project Documentation, Scope Management, Change Control, Waterfall Methodology, Lean Methodologies, Prioritization

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    Northwestern University

    Social Media Marketing

    Skills you'll gain: Marketing Budgets, Blogs, Social Media Marketing, Integrated Marketing Communications, Social Media, Peer Review, Key Performance Indicators (KPIs), Social Media Strategy, Real Time Data, Marketing Effectiveness, Content Marketing, Strategic Marketing, Marketing Strategies, Social Media Content, Marketing, Target Audience, Digital Transformation, Analytics, Digital Marketing, ChatGPT

    4.6
    Rating, 4.6 out of 5 stars
    ·
    5.5K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    A

    Atlassian

    Agile with Atlassian Jira

    Skills you'll gain: Jira (Software), Agile Methodology, Scrum (Software Development), Kanban Principles, Agile Project Management, Lean Methodologies, Backlogs, Sprint Planning, Sprint Retrospectives, User Story, Workflow Management, Project Management, Product Requirements, Query Languages, Software Versioning, Continuous Improvement Process

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.7K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Dynamics 365 Business Central Development Quick Start: Packt
  • Communication Channels for Project Success: Coursera
  • Liabilities and Equity in Accounting: Intuit
  • FlashDiet: Aprende como comer sano: Universitat Politècnica de València
  • Foundations of Teaching for Learning: Introduction: Commonwealth Education Trust
  • Project Management Project: University of California, Irvine
  • EDIVET: Do you have what it takes to be a veterinarian?: The University of Edinburgh
  • Business Strategy: University of Virginia
  • Unilever Supply Chain Data Analyst: Unilever
  • Agile Project Management Frameworks and Methodologies: LearnKartS

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