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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
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    SkillUp

    Certified Project Manager

    Skills you'll gain: Stakeholder Engagement, Project Management Life Cycle, Resource Management, Risk Management, Earned Value Management, Stakeholder Management, Project Risk Management, Project Schedules, Project Management Institute (PMI) Methodology, Project Management, Negotiation, Project Planning, Leadership and Management, Risk Mitigation, Active Listening, Leadership, Systems Development Life Cycle, Scheduling, Risk Analysis, Cost Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    843 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    Advancing Women in Tech

    AI Fundamentals with Claude

    Skills you'll gain: Prompt Patterns, AI Enablement

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Investing: Setting Standards & Conducting Analysis

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Development, Corporate Sustainability, Sustainability Standards, Environmental Regulations, Regulatory Compliance, Risk Analysis, Investments, Social Impact, Water Sustainability, Portfolio Management, Financial Market, Financial Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    72 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
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    SkillUp

    Product Management: Foundations & Stakeholder Collaboration

    Skills you'll gain: Innovation, Product Management, New Product Development, Stakeholder Engagement, Competitive Analysis, Product Planning, Product Strategy, Business Development, Product Lifecycle Management, Market Analysis, Communication, Stakeholder Management, Strategic Communication, Team Building, Leadership

    4.6
    Rating, 4.6 out of 5 stars
    ·
    349 reviews

    Beginner · Course · 1 - 3 Months

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

    Edureka

    Design AI Agents with OpenAI AgentKit

    Skills you'll gain: AI Workflows, OpenAI API, LLM Application, OpenAI, Model Context Protocol, Generative AI Agents, Agentic systems, Tool Calling, Prompt Engineering, ChatGPT, Artificial Intelligence, Application Programming Interface (API), User Interface (UI), Context Management, Large Language Modeling, Python Programming, Development Environment, Application Deployment, Debugging

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
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    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 Pittsburgh

    Disaster Preparedness

    Skills you'll gain: Triage, Mitigation, Crisis Intervention, Emergency Response, Safety and Security, Emergency Medicine, First Aid, Healthcare Ethics, Risk Analysis, Resourcefulness, Adaptability, Cultural Diversity, Water Quality

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.6K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Scrum Master

    Skills you'll gain: User Story, Sprint Retrospectives, Scrum (Software Development), Sprint Planning, Backlogs, Project Risk Management, Agile Methodology, Agile Project Management, Team Building, Team Management, Project Management Institute (PMI) Methodology, Meeting Facilitation, Stakeholder Engagement, Organizational Change, Stakeholder Management, Team Leadership, Employee Coaching, Project Management, Risk Management, Communication

    4.6
    Rating, 4.6 out of 5 stars
    ·
    537 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Integrative Health and Medicine

    Skills you'll gain: Drug Interaction, Contraindication, Patient Education And Counseling, Mindfulness, Patient Referral, Pharmacology, Treatment Planning, Health Care Procedure and Regulation, Pain Management, Patient Safety, Clinical Assessment, Health Care, Clinical Practices, Nursing Practices, Pharmacotherapy, Health Promotion, Health And Wellness Coaching, Mental and Behavioral Health, Patient-centered Care, Music

    4.8
    Rating, 4.8 out of 5 stars
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    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • 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: New
    New
    Status: Free Trial
    Free Trial
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    Starweaver

    Credit Analyst Academy

    Skills you'll gain: Financial Statement Analysis, Credit Risk, Financial Analysis, Bank Regulations, Loans, Portfolio Risk, Environmental Social And Corporate Governance (ESG), Risk Modeling, Market Data, Risk Mitigation, Derivatives, Financial Regulation, Risk Analysis, Financial Market, Securities (Finance), Risk Management, Financial Data, Financial Services, Portfolio Management, Project Portfolio Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Supply Chain Finance and Blockchain Technology

    Skills you'll gain: Working Capital, Supplier Management, Supply Chain Management, Blockchain, FinTech, Supply Chain Systems, Supply Chain, Cash Flows, Cash Management, Customer Analysis, Financial Market, Market Opportunities, Market Trend, Transaction Processing, Market Dynamics, Market Analysis, Stakeholder Analysis, Risk Modeling, Commercial Banking, Emerging Technologies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    377 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Certified Project Manager: SkillUp
  • AI Fundamentals with Claude: Advancing Women in Tech
  • ESG Investing: Setting Standards & Conducting Analysis: Interactive Brokers
  • Product Management: Foundations & Stakeholder Collaboration: SkillUp
  • Design AI Agents with OpenAI AgentKit: Edureka
  • Managing Debt: SoFi
  • Disaster Preparedness: University of Pittsburgh
  • Scrum Master: SkillUp
  • Integrative Health and Medicine: University of Minnesota
  • SEO Strategy: Analyze, Apply & Optimize: EDUCBA

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