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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: Preview
    Preview
    U

    University of California, Irvine

    إدارة المشروع: أساسيات النجاح

    Skills you'll gain: Team Leadership, Team Performance Management, Leadership and Management, Project Management, Project Controls, Project Performance, Project Planning, Project Management Life Cycle, Team Building, Leadership, Knowledge Transfer, Stakeholder Communications, Performance Reporting, Communication, Goal Setting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    58 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

  • C

    Coursera

    Crear un Informe Financiero con Microsoft Excel

    Skills you'll gain: Balance Sheet, Financial Statements, Profit and Loss (P&L) Management, Income Statement, Financial Statement Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Excel Formulas, Financial Acumen, Ledgers (Accounting), Accounting and Finance Software

    4.7
    Rating, 4.7 out of 5 stars
    ·
    101 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • C

    Coursera

    Building a Business Case Template in Power Point

    Skills you'll gain: Microsoft PowerPoint, Presentations, Sales Presentations, Business Planning, Proposal Development, Fundraising, Financial Acumen, Business Communication, Entrepreneurship

    4.6
    Rating, 4.6 out of 5 stars
    ·
    36 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Business Analyst (ECBA) Certificate Preparation 

    Skills you'll gain: Business Analysis, Business Process Modeling, Stakeholder Analysis, Process Optimization, Requirements Management, Business Requirements, Stakeholder Management, Process Analysis, Data Modeling, Agile Methodology, Stakeholder Engagement, Requirements Analysis, Process Improvement, User Story, Project Management, Data Flow Diagrams (DFDs), Risk Management, Business Process, Needs Assessment, Ethical Standards And Conduct

    4.7
    Rating, 4.7 out of 5 stars
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    96 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    Programa Especializado en Gerencia de Proyectos Complejos

    Skills you'll gain: Project Scoping, Scope Management, Feasibility Studies, Work Breakdown Structure, Project Estimation, Project Controls, Cost Estimation, Requirements Management, Estimation, Project Management Life Cycle, Project Portfolio Management, Project Management, Program Management, Project Management Institute (PMI) Methodology, Project Risk Management, Project Schedules, Strategic Planning, Crisis Management, Earned Value Management, Project Documentation

    Build toward a degree

    4.9
    Rating, 4.9 out of 5 stars
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    1.4K reviews

    Intermediate · Specialization · 3 - 6 Months

  • 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: 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
    U

    Universidad Nacional Autónoma de México

    Innovación digital

    Skills you'll gain: Water Sustainability, Cross-Functional Team Leadership, Strategic Partnership, Social Impact, Sustainable Development, Communication Planning, Water Resource Management, Project Design, Social Media, Team Leadership, Initiative and Leadership, Water Resources, Project Planning, Resilience, Sustainable Systems, Strategic Leadership, Environmental Issue, Problem Solving, Innovation, Climate Change Adaptation

    4.7
    Rating, 4.7 out of 5 stars
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    156 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    I

    IMD - International Institute for Management Development

    Sustainability for Business: ESG Fundamentals

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Corporate Sustainability, Sustainable Business, Sustainable Development, Business Ethics, Compliance Management, Sustainability Reporting, Environmental Management Systems, Stakeholder Management, Governance, Stakeholder Engagement, Leadership, Social Impact, Stakeholder Communications, Risk Management, Business Strategy, Organizational Change

    4.8
    Rating, 4.8 out of 5 stars
    ·
    117 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    The Business of Cybersecurity Capstone

    Skills you'll gain: Security Management, Incident Response, Risk Management, Cyber Security Policies, Cyber Governance, Business Risk Management, Enterprise Risk Management (ERM), Cyber Security Strategy, Information Management, Business Ethics, Performance Measurement, Compliance Management, Governance, Business Planning, Organizational Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    52 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidad Nacional Autónoma de México

    Crédito y cobranza

    Skills you'll gain: Payment Processing and Collection, Credit Risk, Commercial Lending, Loans, Organizational Structure, Financial Analysis, Consumer Lending, Accounts Receivable, Business Risk Management, Organizational Strategy, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
    ·
    109 reviews

    Beginner · Course · 1 - 3 Months

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

  • إدارة المشروع: أساسيات النجاح: University of California, Irvine
  • Introduction to Early Childhood: The State University of New York
  • Crear un Informe Financiero con Microsoft Excel: Coursera
  • Building a Business Case Template in Power Point: Coursera
  • Business Analyst (ECBA) Certificate Preparation : SkillUp
  • Programa Especializado en Gerencia de Proyectos Complejos: Universidad de los Andes
  • Voces de cambio social: Universidad Peruana de Ciencias Aplicadas
  • PMP Certification: Pearson
  • Innovación digital: Universidad Nacional Autónoma de México
  • Sustainability for Business: ESG Fundamentals: IMD - International Institute for Management Development

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