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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.


Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    E

    Edureka

    Certified Associate in Project Management (PMI-CAPM)

    Skills you'll gain: Business Analysis, Stakeholder Management, Project Planning, Project Closure, Project Implementation, Requirements Management, Project Scoping, Project Schedules, Risk Management, Resource Management, Team Leadership, Work Breakdown Structure, Communication, Sprint Retrospectives, Kanban Principles, Risk Management Framework, Continuous Improvement Process, User Story, Problem Solving, Critical Thinking

    4.2
    Rating, 4.2 out of 5 stars
    ·
    10 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Dashboarding and Deployment

    Skills you'll gain: Dashboard, Data Storytelling, Data Presentation, Interactive Data Visualization, Data Visualization Software, Tableau Software, Geospatial Information and Technology, Data Analysis, Analytical Skills, Application Deployment, Network Analysis, Financial Data, Financial Analysis, Time Series Analysis and Forecasting

    5
    Rating, 5 out of 5 stars
    ·
    8 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    K

    Khalifa University

    Environmental Protection and Sustainability

    Skills you'll gain: Environmental Management Systems, Environment Health And Safety, Environmental Monitoring, Environmental Regulations, Hazardous Waste Operations And Emergency Response Standard (HAZWOPER), Environmental Engineering, Environmental Science, Emergency Response, Regulatory Compliance, Hazard Analysis, Sustainability Standards, Risk Management, Waste Minimization

    4.9
    Rating, 4.9 out of 5 stars
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    57 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    P

    Pearson

    CCNA 200-301 Version 1.1

    Skills you'll gain: Virtual Local Area Network (VLAN), Network Security, Network Troubleshooting, Dynamic Host Configuration Protocol (DHCP), Network Architecture, TCP/IP, Routing Protocols, Network Switches, Network Routing, Open Shortest Path First (OSPF), Wireless Networks, Ansible, General Networking, Network Infrastructure, Software-Defined Networking, Computer Networking, OSI Models, Local Area Networks, Network Planning And Design, Virtual Private Networks (VPN)

    4.1
    Rating, 4.1 out of 5 stars
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    9 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
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    L

    Liberty Mutual Insurance

    Liberty Mutual Insurance Sales Agent

    Skills you'll gain: Insurance, Insurance Policies, Closing (Sales), Insurance Sales, Overcoming Objections, Sales Prospecting, Productivity, Prospecting and Qualification, Verbal Communication Skills, Workers Compensation, Storytelling, Risk Management, Customer Relationship Building, Customer Retention, Sales Presentation, Communication, Underwriting, Consultative Selling, Commercial Laws, Product Knowledge

    4.5
    Rating, 4.5 out of 5 stars
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    54 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • C

    Coursera

    Using Advanced SWOT Analysis to Determine Competitiveness

    Skills you'll gain: Strategic Prioritization, Competitive Analysis, Strategic Planning, Strategic Thinking, Case Studies, Business Strategy, Spreadsheet Software, Strategic Decision-Making, Market Analysis, Entrepreneurship, Leadership and Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    11 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Navigating Generative AI for Leaders

    Skills you'll gain: Responsible AI, AI Product Strategy, Generative AI, Strategic Thinking, Risking, Data Ethics, Large Language Modeling, Business Strategy, Regulation and Legal Compliance, Business Planning, AI Enablement, Organizational Change, Customer experience strategy (CX), Business Ethics, AI Security, Generative AI Agents, Business Leadership, Business Transformation, Stakeholder Communications, Customer Insights

    4.8
    Rating, 4.8 out of 5 stars
    ·
    241 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Фінанси для нефінансових спеціалістів

    Skills you'll gain: Cash Management, Financial Statements, Financial Analysis, Budgeting, Financial Acumen, Financial Forecasting, Cash Flow Forecasting, Profit and Loss (P&L) Management, Operating Budget, Finance, Accounting, Business Acumen, Financial Management, Performance Measurement

    4.8
    Rating, 4.8 out of 5 stars
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    38 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Trade, Immigration and Exchange Rates in a Globalized World

    Skills you'll gain: International Finance, Economics, International Relations, Economic Development, Global Marketing, Financial Trading, Socioeconomics, World History, Supply And Demand, Political Sciences, Trend Analysis, Risk Analysis

    4.8
    Rating, 4.8 out of 5 stars
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    300 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    AI Foundations for Business Professionals

    Skills you'll gain: Prompt Engineering, Retrieval-Augmented Generation, Generative AI, Responsible AI, OpenAI, Artificial Neural Networks, AI Security, Data Ethics, Governance, Artificial Intelligence, ChatGPT, AI Workflows, Artificial Intelligence and Machine Learning (AI/ML), Agentic systems, Compliance Management, AI Product Strategy, Business Ethics, Risk Management, Machine Learning, Project Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    206 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Aspectos fundamentales de la gerencia

    Skills you'll gain: Staff Management, Business Management, People Management, Leadership and Management, Operations Management, Business Administration, Leadership, Workforce Planning, Organizational Strategy, Decision Making, Goal Setting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    735 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The State University of New York

    Introduction to Early Childhood

    Skills you'll gain: Child Development, Childhood Education and Development, Working With Children, Teaching, Family Support, Parent Communication, Cultural Diversity, Diversity Awareness, Classroom Management, Behavior Management, Positive Behavior Support, Curriculum Development, Policy Development, Rapport Building, Creativity, Data Collection, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    124 reviews

    Beginner · Course · 1 - 3 Months

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

  • Certified Associate in Project Management (PMI-CAPM): Edureka
  • Dashboarding and Deployment: University of California, Irvine
  • Environmental Protection and Sustainability: Khalifa University
  • CCNA 200-301 Version 1.1: Pearson
  • Liberty Mutual Insurance Sales Agent: Liberty Mutual Insurance
  • Using Advanced SWOT Analysis to Determine Competitiveness: Coursera
  • Navigating Generative AI for Leaders: Coursera
  • Фінанси для нефінансових спеціалістів: University of California, Irvine
  • Trade, Immigration and Exchange Rates in a Globalized World: IE Business School
  • AI Foundations for Business Professionals: Saïd Business School, University of Oxford

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