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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


  • P

    Packt

    Negotiation Skills

    Skills you'll gain: Negotiation, Communication, Conflict Management, Interpersonal Communications, Collaboration, Assertiveness, Proposal Development, Problem Solving, Active Listening, Planning, Cognitive flexibility

    4.4
    Rating, 4.4 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    How to Prioritize ESG Initiatives

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Strategic Prioritization, Prioritization, Corporate Sustainability, Sustainable Business, Needs Assessment, Key Performance Indicators (KPIs), Stakeholder Engagement, Organizational Strategy, Strategic Planning, Strategic Decision-Making, Professional Networking

    4.7
    Rating, 4.7 out of 5 stars
    ·
    34 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    X

    Xbox

    Xbox Product Manager

    Skills you'll gain: User Story, Product Planning, User Interface (UI), Competitive Analysis, Product Roadmaps, User Interface and User Experience (UI/UX) Design, Stakeholder Management, Market Research, Product Management, Design Thinking, AI Product Strategy, Mockups, Consumer Behaviour, Usability Testing, Wireframing, Market Analysis, Stakeholder Communications, Product Lifecycle Management, Product Strategy, Data Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    60 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Michigan

    Making Successful Decisions through the Strategy, Law & Ethics Model

    Skills you'll gain: Intellectual Property, Strategic Decision-Making, Decision Making, Arbitration, Mediation, Business Ethics, Leadership, Law, Regulation, and Compliance, Business Strategy, Talent Acquisition, Contract Management, Innovation, Regulatory Compliance, Human Resources, Product Development, Business Risk Management, Business Modeling

    4.7
    Rating, 4.7 out of 5 stars
    ·
    448 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Investing: Industry Impacts & Transformations

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Market, Sustainability Standards, Market Trend, Market Analysis, Corporate Sustainability, Governance, Investment Management, Sustainable Business, Transportation Operations, Oil and Gas, Portfolio Management, Credit Risk, Business Transformation, Emerging Technologies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    25 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Microsoft Azure Security Tools Specialization

    Skills you'll gain: Penetration Testing, Record Keeping, Security Testing, Data Management, Threat Management, Records Management, Cloud Computing Architecture, Authentications, Data Security, Firewall, Cyber Attacks, Cybersecurity, Malware Protection, System Testing, Cyber Threat Intelligence, Authorization (Computing), Generative Adversarial Networks (GANs), Active Directory, Data Ethics, AI Security

    4.8
    Rating, 4.8 out of 5 stars
    ·
    44 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    N

    Nanjing University

    手把手教你心理咨询:谈话的艺术

    Skills you'll gain: Empathy, Interpersonal Communications, Communication, Rapport Building, Coaching, Active Listening, Emotional Intelligence, Self-Awareness

    4.5
    Rating, 4.5 out of 5 stars
    ·
    54 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Program Management: Prepare for PMI-PgMP Certification Exam

    Skills you'll gain: Program Management, Project Management, Project Management Life Cycle, Project Management Institute (PMI) Methodology, Benefits Administration, Organizational Strategy, Governance, Stakeholder Engagement, Risk Management, Test Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    27 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Cisco Learning and Certifications

    Threat Response

    Skills you'll gain: Incident Response, Computer Security Incident Management, Security Information and Event Management (SIEM), Event Monitoring, Threat Detection, General Networking, Network Security, Cybersecurity, Infrastructure Security, Computer Networking, IT Security Architecture, Technical Support and Services, Malware Protection

    4.9
    Rating, 4.9 out of 5 stars
    ·
    57 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    CompTIA Cloud+ (CV0-003)

    Skills you'll gain: Cloud Computing Architecture, Cloud Infrastructure, Cloud Deployment, Cloud Security, Cloud Computing, Incident Response, Cloud Management, Cloud Services, Disaster Recovery, Capacity Management, Virtual Networking, IT Automation, Network Troubleshooting, Virtual Machines, Virtualization, Application Security, Application Deployment, System Monitoring, Security Controls, Capacity Planning

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    CertNexus

    Preparing for Your CertNexus Certification Exam

    Skills you'll gain: Learning Strategies, Test Planning, Goal Setting, Productivity, Registration, Professional Development, System Requirements

    4.8
    Rating, 4.8 out of 5 stars
    ·
    171 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    ChatGPT + Excel: Master AI-driven Formulas & Visualizations

    Skills you'll gain: Excel Macros, Excel Formulas, Microsoft Excel, Data Visualization, ChatGPT, Spreadsheet Software, AI Enablement, Data Validation, Prototyping, Data Import/Export

    4.8
    Rating, 4.8 out of 5 stars
    ·
    71 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Negotiation Skills: Packt
  • How to Prioritize ESG Initiatives: Duke University
  • Xbox Product Manager: Xbox
  • Making Successful Decisions through the Strategy, Law & Ethics Model: University of Michigan
  • ESG Investing: Industry Impacts & Transformations: Interactive Brokers
  • Microsoft Azure Security Tools Specialization: Microsoft
  • 手把手教你心理咨询:谈话的艺术: Nanjing University
  • Program Management: Prepare for PMI-PgMP Certification Exam: SkillUp
  • Threat Response: Cisco Learning and Certifications
  • CompTIA Cloud+ (CV0-003): Packt

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