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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
    S

    SkillUp

    Scrum Master Capstone

    Skills you'll gain: User Story, Sprint Retrospectives, Sprint Planning, Backlogs, Project Risk Management, Agile Project Management, Agile Methodology, Stakeholder Engagement, Stakeholder Management, Kanban Principles, Project Documentation, Portfolio Management, Product Improvement, Project Planning, Performance Analysis, Team Building, Estimation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    47 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Финансовые рынки

    4.9
    Rating, 4.9 out of 5 stars
    ·
    98 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Scenario and Root Cause Analysis with Generative AI

    Skills you'll gain: Responsible AI, Risk Analysis, Risk Management, Generative AI, Root Cause Analysis, Data-Driven Decision-Making, Analysis, Strategic Decision-Making, Trend Analysis, Scenario Testing, Strategic Thinking, Data Ethics, Strategic Planning, Artificial Intelligence

    4.6
    Rating, 4.6 out of 5 stars
    ·
    17 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free
    Free
    U

    Universidad Peruana de Ciencias Aplicadas

    Voces de cambio social

    Skills you'll gain: Design Thinking, Business Modeling, Needs Assessment, Social Impact, Professional Networking, Human Centered Design, Entrepreneurship, Sustainable Development, Planning, Community Development, Brainstorming, Self-Motivation, Growth Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    572 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica de Chile

    Escalamiento exitoso e Innovación en los Negocios

    Skills you'll gain: Innovation, Entrepreneurship, Marketing Strategies, Financial Management, Business Development, Growth Strategies, Business Strategy, Business Management, Team Leadership, Strategic Decision-Making, Governance, Global Marketing, International Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    149 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Pearson

    PMP Certification

    Skills you'll gain: Scope Management, Stakeholder Management, Project Schedules, Stakeholder Engagement, Cost Management, Risk Management, Project Scoping, Earned Value Management, Team Motivation, Scheduling, Stakeholder Analysis, Request for Proposal, Requirements Management, Procurement, Project Management, Project Management Institute (PMI) Methodology, Resource Allocation, Project Planning, Cost Control, Project Management Life Cycle

    4.8
    Rating, 4.8 out of 5 stars
    ·
    17 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Program Managers

    Skills you'll gain: Project Management Software, Program Management, Responsible AI, AI Product Strategy, Planning, Engineering Management, Generative AI, Timelines, Engineering Software, Risk Analysis, Resource Management, Prompt Engineering, Analytics, Large Language Modeling, Stakeholder Communications, Machine Learning, Model Evaluation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Evaluación educativa

    Skills you'll gain: Peer Review, Program Evaluation, Patient Evaluation, Qualitative Research, Instructional and Curriculum Design, Health Assessment, Teaching, Psychological Evaluations, Curriculum Development, Education and Training, Simulations, Curriculum Planning, Survey Creation, Clinical Assessment, Case Studies, Data Analysis Software, Student-Centred Learning, Education Software and Technology, Higher Education, Instructional Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    849 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Intellectual Humility: Science

    Skills you'll gain: Open Mindset, Curiosity, Willingness To Learn, Self-Awareness, Empathy, Child Development, Cognitive flexibility, Emotional Intelligence, Critical Thinking, Social Sciences

    4.7
    Rating, 4.7 out of 5 stars
    ·
    185 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    E

    EDUCBA

    Introduction to AutoSAR

    Skills you'll gain: Real-Time Operating Systems, Software Development, Software Design, Software Architecture, Embedded Systems, Configuration Management, Systems Architecture, Application Development, Extensible Markup Language (XML)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    231 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Leading People and Teams Capstone

    Skills you'll gain: Interviewing Skills, Leadership, Business Leadership, Leadership Development, Leadership and Management, Professional Development, Team Building, Recruitment, Team Management, Talent Management, Self-Awareness, Coaching, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    577 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Università Bocconi

    Management of International Development: Towards Agenda 2030

    Skills you'll gain: Human Capital, Governance, Sustainable Development, International Relations, Strategic Thinking, Human Resources, Cultural Diversity, International Finance, Policy Development, Stakeholder Management, Strategic Partnership

    4.8
    Rating, 4.8 out of 5 stars
    ·
    217 reviews

    Mixed · Course · 1 - 3 Months

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

  • Scrum Master Capstone: SkillUp
  • Финансовые рынки: Yale University
  • Scenario and Root Cause Analysis with Generative AI: Microsoft
  • Voces de cambio social: Universidad Peruana de Ciencias Aplicadas
  • Escalamiento exitoso e Innovación en los Negocios: Pontificia Universidad Católica de Chile
  • PMP Certification: Pearson
  • GenAI for Program Managers: Coursera
  • Evaluación educativa: Universidad Nacional Autónoma de México
  • Intellectual Humility: Science: The University of Edinburgh
  • Introduction to AutoSAR: EDUCBA

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