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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
    U

    University of Maryland, College Park

    Entrepreneurship Capstone

    Skills you'll gain: Customer Analysis, Business Planning, Sales Strategy, Sales Pipelines, Customer Insights, Sales Management, Entrepreneurship, Sales Process, Market Analysis, Innovation, Marketing Planning, Marketing, Market Research, Product Management, Product Development, Commercialization, New Business Development, Process Validation, Business Strategies, Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    272 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Derivatives - Options & Futures

    Skills you'll gain: Derivatives, Financial Trading, Financial Market, Risk Management, Market Analysis, Capital Markets, Portfolio Risk, Investments, Technical Analysis, Market Dynamics, Profit and Loss (P&L) Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    267 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    FinTech Foundations and Overview

    Skills you'll gain: FinTech, Financial Services, Banking, Financial Regulation, Mobile Banking, Emerging Technologies, Technology Strategies, Payment Systems, Blockchain, Business Technologies, Consumer Lending, Entrepreneurship, Big Data, Market Trend, Innovation, Strategic Partnership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    569 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: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Standardize Team Ceremonies for Success

    Skills you'll gain: Team Performance Management, Strategic Communication, Procedure Development, Constructive Feedback, Business Communication, Expectation Management, Process Improvement, Issue Tracking, Change Management

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    S

    Starweaver

    Leadership in Cybersecurity Oversight

    Skills you'll gain: Cyber Governance, Cyber Security Strategy, Cybersecurity, Strategic Leadership, Cyber Risk, Strategic Communication, Safety Culture, Stakeholder Communications, Business Leadership, Security Management, Governance, IT Management, Communication Strategies, Computer Security Awareness Training, Security Awareness, Culture Transformation, Performance Metric, Communication, Business Metrics, Employee Training

    Advanced · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    R

    Real Madrid Graduate School Universidad Europea

    AI and Health: Future Perspectives and Transformations

    Skills you'll gain: Precision Medicine, Sports Medicine, Athletic Training, Rehabilitation, Responsible AI, Data Ethics, Injury Prevention, Augmented and Virtual Reality (AR/VR), AI Personalization, Health Systems, Exercise Science, Health Technology, Artificial Intelligence, Emerging Technologies, Healthcare Ethics, Machine Learning, Human Machine Interfaces, Predictive Modeling, Risk Management, Real Time Data

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    International Business

    Skills you'll gain: International Finance, Transportation, Supply Chain, and Logistics, Transportation Operations, Cultural Diversity, Management Training And Development, Supply Chain Planning, Commercial Laws, Logistics Management, Supply Chain Management, Shipping and Receiving, B2B Sales, Market Opportunities, Business Marketing, Payment Systems, Risk Management, Generally Accepted Accounting Principles (GAAP), Business Development, Accounting Systems, World History, Business Economics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    508 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Virginia

    Grow to Greatness: Smart Growth for Private Businesses, Part II

    Skills you'll gain: Employee Engagement, Team Management, Case Studies, Organizational Strategy, Growth Strategies, Leadership Development, Entrepreneurship, Business Development, Human Resources Management and Planning, Business Strategy, Organizational Leadership, Business Leadership, Planning, Innovation, Business Intelligence

    4.8
    Rating, 4.8 out of 5 stars
    ·
    245 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Case Western Reserve University

    Inspired Leadership

    Skills you'll gain: Coaching, Negotiation, Emotional Intelligence, Empathy, Leadership Development, Initiative and Leadership, Compassion, Leadership, Organizational Change, Organizational Leadership, Organizational Development, Culture Transformation, Empowerment, People Development, Influencing, Strategic Leadership, Business Leadership, Active Listening, Case Studies, Professional Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.7K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    P

    Packt

    Unveiling the NIST Risk Management Framework (RMF)

    Skills you'll gain: Continuous Monitoring, Security Controls, Cybersecurity, Risk Management Framework, Cyber Risk, NIST 800-53, Risk Management, Cloud Security, Cyber Security Assessment, Incident Response, Authorization (Computing), Vulnerability Assessments, Disaster Recovery

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Build a Full Website using WordPress

    Skills you'll gain: WordPress, Content Management Systems, Web Content, Web Design and Development, Web Design, Web Development, Blogs, Social Media, Content Management, Marketing, Design, Computer Science

    4.4
    Rating, 4.4 out of 5 stars
    ·
    4.3K reviews

    Advanced · Guided Project · Less Than 2 Hours

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

  • Entrepreneurship Capstone : University of Maryland, College Park
  • Derivatives - Options & Futures: Interactive Brokers
  • FinTech Foundations and Overview: The Hong Kong University of Science and Technology
  • Disaster Preparedness: University of Pittsburgh
  • Standardize Team Ceremonies for Success: Coursera
  • Leadership in Cybersecurity Oversight: Starweaver
  • AI and Health: Future Perspectives and Transformations: Real Madrid Graduate School Universidad Europea
  • International Business: University of Colorado Boulder
  • Grow to Greatness: Smart Growth for Private Businesses, Part II: University of Virginia
  • Inspired Leadership: Case Western Reserve University

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