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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
    C

    Copenhagen Business School

    Identifying Social Entrepreneurship Opportunities

    Skills you'll gain: Social Impact, Business Modeling, Entrepreneurship, Market Opportunities, Community Development, Sustainable Business, Business Strategy, Entrepreneurial Finance, Needs Assessment, Team Building, Team Management, Innovation, Empowerment

    4.6
    Rating, 4.6 out of 5 stars
    ·
    332 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    F

    FAIR Institute

    Practical Applications of FAIRâ„¢ for Cyber Risk Management

    Skills you'll gain: Cyber Risk, Risk Management, Enterprise Risk Management (ERM), Cyber Security Strategy, Risk Analysis, Risk Modeling, Threat Modeling, Business Risk Management, Compliance Management, Incident Response, Stakeholder Communications, Continuous Improvement Process, Compliance Reporting, Decision Making, Financial Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Project Leadership: Prioritizing, Managing Risks, Evaluating

    Skills you'll gain: Project Risk Management, Risk Management, Planning, Team Management, Project Implementation, Project Planning, Business Risk Management, Project Controls, Team Leadership, Project Management, Leadership and Management, Program Evaluation, Initiative and Leadership, Leadership, Prioritization, Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    28 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Introduction to Growth Investing

    Skills you'll gain: Growth Strategies, Business Valuation, Investments, Competitive Analysis, Financial Statement Analysis, Financial Analysis, Business Metrics, Portfolio Risk, Market Trend, Market Dynamics, Financial Forecasting, Risk Management

    4.1
    Rating, 4.1 out of 5 stars
    ·
    11 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Dartmouth College

    C Programming: Getting Started - 1

    Skills you'll gain: C (Programming Language), Software Documentation, Programming Principles, Computer Programming, Debugging, Development Environment, Engineering Calculations

    4.6
    Rating, 4.6 out of 5 stars
    ·
    262 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free
    Free
    D

    DeepLearning.AI

    Multi AI Agent Systems with crewAI

    Skills you'll gain: CrewAI, AI Workflows, AI Orchestration, Generative AI Agents, Artificial Intelligence, Agentic systems, Business Process Automation, Prompt Engineering Tools, Tool Calling, Context Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    293 reviews

    Beginner · Project · Less Than 2 Hours

  • Status: Preview
    Preview
    U

    Universidad de los Andes

    PlanU: escoge la mejor carrera y universidad para ti

    Skills you'll gain: Adaptability, Decision Making, Self-Awareness, Planning, Personal Development, Academic Advising, Higher Education, Goal Setting, Family Support, Research

    4.8
    Rating, 4.8 out of 5 stars
    ·
    736 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Simplilearn

    Project Management Tools Techniques and Agile Frameworks

    Skills you'll gain: Project Management, Risk Management, Project Planning, Agile Project Management, Cost Management, Project Management Office (PMO), Scope Management, Team Leadership, Project Estimation, Earned Value Management, Requirements Management, Organizational Structure, Scheduling, Quality Management, Microsoft Excel

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    E

    Edureka

    Fundamentals of Data Governance

    Skills you'll gain: Data Governance, Governance, Data Management, Compliance Management, Data Architecture, General Data Protection Regulation (GDPR), Data Strategy, Regulatory Compliance, Data Security, Cloud Security, Metadata Management, Information Management, Data Integrity, Data Quality, Data Access, Cloud Computing, Risk Management

    4.2
    Rating, 4.2 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    AI in Law: Research, Risk, and Legal Drafting

    Skills you'll gain: Legal Technology, Legal Strategy, Legal Risk, Responsible AI, Data Ethics, Legal Research, Compliance Management, Document Management, Regulation and Legal Compliance, Generative AI, Client Services, Litigation Support, Mediation, Anthropic Claude, AI Security, Case Law, AI Enablement, Law, Regulation, and Compliance, Artificial Intelligence, Risk Management

    4.2
    Rating, 4.2 out of 5 stars
    ·
    54 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Healthcare Strategy and Innovation

    Skills you'll gain: Health Informatics, Strategic Communication, Health Technology, Strategic Planning, Business Planning, Innovation, Telehealth, Organizational Strategy, Healthcare Project Management, Design Thinking, Business Strategy, Health Care Administration, Business Management, Strategic Thinking, Emerging Technologies, Stakeholder Engagement, Agile Methodology, User Centered Design

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Corporate Fraud: Detect, Prevent & Implement Controls

    Skills you'll gain: Fraud detection, Sarbanes Oxley Act (SOX) Compliance, Financial Controls, Financial Statement Analysis, Financial Auditing, Internal Controls, Investigation, Corporate Accounting, Compliance Management, Financial Analysis, Anomaly Detection, Risk Control, Business Ethics, Case Studies, Accounting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    13 reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Identifying Social Entrepreneurship Opportunities: Copenhagen Business School
  • Practical Applications of FAIRâ„¢ for Cyber Risk Management: FAIR Institute
  • Project Leadership: Prioritizing, Managing Risks, Evaluating: Coursera
  • Introduction to Growth Investing: Interactive Brokers
  • C Programming: Getting Started - 1: Dartmouth College
  • Multi AI Agent Systems with crewAI: DeepLearning.AI
  • PlanU: escoge la mejor carrera y universidad para ti: Universidad de los Andes
  • Project Management Tools Techniques and Agile Frameworks: Simplilearn
  • Fundamentals of Data Governance: Edureka
  • AI in Law: Research, Risk, and Legal Drafting: Coursera

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