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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 Michigan

    Human Capital: Positive Downsizing and Navigating Politics

    Skills you'll gain: Human Resources, Human Resource Strategy, Industrial and Organizational Psychology, Human Capital, Human Resources Management and Planning, Employee Relations, Workforce Development, Business Ethics, Policy Development, Relationship Management, Conflict Management, Organizational Change, Change Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    B

    Banco Interamericano de Desarrollo

    PM4R Agile: Agile Mindset in Development Projects

    Skills you'll gain: Agile Project Management, Agile Methodology, Stakeholder Engagement, Sustainable Development, Sprint Planning, Stakeholder Management, Project Risk Management, Sprint Retrospectives, Project Management, Stakeholder Analysis, Culture Transformation, Change Orders, Project Implementation, Risk Management, Continuous Improvement Process, Team Management, Cross-Functional Team Leadership, Project Planning

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    M

    Microsoft

    Microsoft Copilot for Security

    Skills you'll gain: Prompt Engineering, Microsoft Copilot, AI Security, Endpoint Detection and Response, Security Information and Event Management (SIEM), Cyber Threat Hunting, Microsoft Azure, Cyber Security Assessment, Incident Response, Generative AI, Query Languages

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    T

    The Hong Kong University of Science and Technology

    핀테크 기초 및 개요

    Skills you'll gain: FinTech, Mobile Banking, Financial Services, Technology Strategies, Banking, Commercial Lending, Financial Regulation, Blockchain, Business Strategies, Payment Systems, Market Opportunities, Emerging Technologies, Consumer Lending, Investments, Big Data, Fundraising and Crowdsourcing

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    G

    Goldman Sachs

    Goldman Sachs 10,000 Women के साथ, निधिकरण के मूल सिद्धांत

    Skills you'll gain: Grant Applications, Business Development, Entrepreneurship, Financial Analysis, Financial Forecasting, Fundraising, Business Strategy, Financial Planning, Loans, Mergers & Acquisitions, Communication

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    M

    Macquarie University

    Навыки Excel для бизнеса. Продвинутый

    Skills you'll gain: Dashboard, Data Cleansing, Excel Formulas, Data Visualization, Microsoft Excel, Spreadsheet Software, Data Storytelling, Data Validation, Data Integrity, Technical Documentation, Business Intelligence, Accounting and Finance Software, Depreciation, Finance, Loans, Automation

    3.7
    Rating, 3.7 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Formwork Practices

    Skills you'll gain: Construction, Construction Management, Construction Engineering, Construction Estimating, Cost Estimation, Architecture and Construction, Structural Engineering, Engineering Practices, Commercial Construction, Building Codes, Assembly Drawing, Structural Analysis, Engineering Calculations, Engineering Drawings, Blueprint Reading, Safety Standards

    Intermediate · Course · 1 - 3 Months

  • C

    Coursera

    التسويق العضوي: مجموعات الفيسبوك للشركات الصغيرة

    Skills you'll gain: Target Audience, Target Market, Facebook, Customer Analysis, Social Media Marketing, Social Media Content, Business Marketing, Social Media, Content Creation, Business Planning, Drive Engagement

    4.5
    Rating, 4.5 out of 5 stars
    ·
    26 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    B

    Banco Interamericano de Desarrollo

    Gestão de Projetos de Desenvolvimento

    Skills you'll gain: Work Breakdown Structure, Project Scoping, Earned Value Management, Project Management, Project Performance, Project Controls, Cost Management, Project Schedules, Risk Management, Resource Allocation, Project Risk Management, Project Implementation, Risk Analysis, Project Planning, Procurement, Resource Management, Scheduling, Stakeholder Management, Stakeholder Communications

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Packt

    CompTIA Security+ SY0-701 Full Training Guide

    Skills you'll gain: Digital Forensics, Infrastructure as Code (IaC), Endpoint Security, Vulnerability Management, Risk Management, Cryptography, Cybersecurity, Cloud Computing Architecture, Network Security, Incident Response, Threat Management, Cloud Security, Threat Modeling, Risk Analysis, Business Risk Management, Encryption, Cyber Security Policies, Identity and Access Management, Secure Coding, Cyber Threat Intelligence

    4.4
    Rating, 4.4 out of 5 stars
    ·
    17 reviews

    Intermediate · Specialization · 3 - 6 Months

  • P

    Packt

    Effective Meeting Skills

    Skills you'll gain: Meeting Facilitation, Productivity, Team Building, Organizational Effectiveness, Team Leadership, Discussion Facilitation, Team Motivation, Conflict Management, Active Listening

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Creating Engaging Content for TikTok

    Skills you'll gain: TikTok, Social Media Content, Content Performance Analysis, Content Creation, Video Editing, Social Media Marketing, Social Media Strategy, Storytelling, Drive Engagement, Content Strategy, Social Media Campaigns, Brand Awareness, Customer Engagement

    Beginner · Course · 1 - 4 Weeks

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

  • Human Capital: Positive Downsizing and Navigating Politics: University of Michigan
  • PM4R Agile: Agile Mindset in Development Projects: Banco Interamericano de Desarrollo
  • Microsoft Copilot for Security: Microsoft
  • 핀테크 기초 및 개요: The Hong Kong University of Science and Technology
  • Goldman Sachs 10,000 Women के साथ, निधिकरण के मूल सिद्धांत: Goldman Sachs
  • Навыки Excel для бизнеса. Продвинутый: Macquarie University
  • Formwork Practices: L&T EduTech
  • التسويق العضوي: مجموعات الفيسبوك للشركات الصغيرة: Coursera
  • Gestão de Projetos de Desenvolvimento: Banco Interamericano de Desarrollo
  • CompTIA Security+ SY0-701 Full Training Guide: Packt

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