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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

    Universidad de los Andes

    Estimación de la línea base de tiempos y costos

    Skills you'll gain: Project Estimation, Work Breakdown Structure, Project Controls, Cost Estimation, Estimation, Earned Value Management, Cost Management, Project Schedules, Case Studies, Engineering Management, Project Scoping, Scheduling, Timelines, Project Planning, Project Management, Scope Management, Project Performance, Resource Allocation

    4.9
    Rating, 4.9 out of 5 stars
    ·
    219 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of London

    Operations Systems Excellence

    Skills you'll gain: Operations Management, Process Design, Operational Excellence, Business Operations, Operational Efficiency, Process Mapping, Operational Analysis, Organizational Strategy, Process Analysis, Business Strategy, Customer Service, Market Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    78 reviews

    Mixed · Course · 1 - 4 Weeks

  • U

    University of California, Davis

    Designing and Implementing Your Coaching Strategy

    Skills you'll gain: Employee Coaching, Coaching, Organizational Change, Key Performance Indicators (KPIs), Management Training And Development, Team Performance Management, Employee Performance Management, Performance Management, Leadership and Management, Performance Measurement, Meeting Facilitation, Constructive Feedback, Professional Development, Personal Development, Goal Setting, Active Listening, Communication Strategies, Self-Awareness

    4.8
    Rating, 4.8 out of 5 stars
    ·
    33 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California San Diego

    Capstone: Analyzing (Social) Network Data

    Skills you'll gain: Social Network Analysis, Network Analysis, Graph Theory, Technical Communication, Data Structures, Algorithms, Analysis, Computer Science, Research

    4.7
    Rating, 4.7 out of 5 stars
    ·
    100 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    Emory University

    Forecasting Models for Marketing Decisions

    Skills you'll gain: Customer Analysis, Customer Demand Planning, Marketing Analytics, Forecasting, Consumer Behaviour, Marketing Effectiveness, Model Evaluation, Time Series Analysis and Forecasting, Microsoft Excel, Marketing, Regression Analysis, Customer Acquisition Management, Customer Retention

    4.3
    Rating, 4.3 out of 5 stars
    ·
    80 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    W

    West Virginia University

    Sales Force Management

    Skills you'll gain: Recruitment, Sales Training, Sales Management, Talent Recruitment, Sales, Employee Training, Performance Appraisal, Team Motivation, Interviewing Skills, Job Analysis, Performance Measurement

    4.7
    Rating, 4.7 out of 5 stars
    ·
    112 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Mastering Cloud FinOps

    Skills you'll gain: Cloud Management, Dashboard, Resource Utilization, Financial Management, Cost Management, Anomaly Detection, Serverless Computing, Cloud Computing Architecture, Forecasting, Containerization, Change Management, Presentations, Generative AI, Case Studies

    4
    Rating, 4 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Program Stakeholders Management in ClickUp

    Skills you'll gain: Stakeholder Management, Program Management, Stakeholder Engagement, Agile Methodology, Project Design, Stakeholder Analysis, Project Management, Diagram Design

    4.6
    Rating, 4.6 out of 5 stars
    ·
    19 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    C

    Cisco Learning and Certifications

    Threat Investigation

    Skills you'll gain: Cyber Threat Intelligence, Cyber Threat Hunting, Threat Detection, Vulnerability Assessments, Threat Management, Event Monitoring, Security Information and Event Management (SIEM), Continuous Monitoring, Incident Response, Security Management, System Monitoring, Network Analysis, Network Monitoring

    4.8
    Rating, 4.8 out of 5 stars
    ·
    39 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Sampling People, Networks and Records

    Skills you'll gain: Sampling (Statistics), Sample Size Determination, Data Collection, Surveys, Quantitative Research, Statistical Methods, Statistical Analysis, Statistical Software, Probability & Statistics, Probability, Network Analysis

    4.3
    Rating, 4.3 out of 5 stars
    ·
    106 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI for HR Professionals

    Skills you'll gain: AI Enablement, Human Resources, Technical Communication, Human Resource Strategy, Employee Surveys, Prompt Engineering, People Development, Generative AI, Persona Development, Interviewing Skills, Performance Review, Document Management, Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    40 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Inside BFSI: Structure, Challenges, and Technology

    Skills you'll gain: Financial Services, Banking, Customer experience strategy (CX), Regulatory Requirements, Market Intelligence, FinTech, Risk Management, Digital Transformation, Mobile Banking, Fraud detection, Cybersecurity, Emerging Technologies, Blockchain, Artificial Intelligence and Machine Learning (AI/ML), Corporate Sustainability

    4.6
    Rating, 4.6 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 3 Months

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

  • Estimación de la línea base de tiempos y costos: Universidad de los Andes
  • Operations Systems Excellence: University of London
  • Designing and Implementing Your Coaching Strategy: University of California, Davis
  • Capstone: Analyzing (Social) Network Data: University of California San Diego
  • Forecasting Models for Marketing Decisions: Emory University
  • Sales Force Management: West Virginia University
  • Mastering Cloud FinOps: Board Infinity
  • Program Stakeholders Management in ClickUp: Coursera
  • Threat Investigation: Cisco Learning and Certifications
  • Sampling People, Networks and Records: University of Michigan

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