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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
    I

    IBM

    Encryption and Cryptography Essentials

    Skills you'll gain: Encryption, Public Key Infrastructure, Cryptography, Data Security, Cryptographic Protocols, Advanced Encryption Standard (AES), Cybersecurity, Network Security, Blockchain, Authentications, Data Integrity, Classification Algorithms

    5
    Rating, 5 out of 5 stars
    ·
    43 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
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    U

    Universidad de los Andes

    Liderazgo y gestión de empresas familiares

    Skills you'll gain: Governance, Business Leadership, Business Management, Leadership and Management, Strategic Leadership, Resource Management, Business, Organizational Development, Succession Planning, Corporate Strategy, Business Continuity, Business Strategies, Business Valuation, Leadership, Entrepreneurship, Innovation, Systems Thinking

    4.6
    Rating, 4.6 out of 5 stars
    ·
    25 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Practice Exam for Certified Scrum Master (CSM) Certification

    Skills you'll gain: Agile Methodology, Sprint Retrospectives, Agile Project Management, Sprint Planning, User Story, Knowledge Transfer, Goal Setting

    4.9
    Rating, 4.9 out of 5 stars
    ·
    56 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Design Thinking: Ideas to Action

    Skills you'll gain: Brainstorming, Design Thinking, Ideation, Creative Thinking, Innovation, Product Development, Strategic Thinking, User Feedback, Prioritization, Customer experience improvement, Stakeholder Engagement, Data-Driven Decision-Making, Collaboration, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    74 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
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    E

    EDUCBA

    Leveraged Buyouts: Analyze, Structure & Model Deals

    Skills you'll gain: Private Equity, Financial Modeling, Mergers & Acquisitions, Return On Investment, Cash Flows, Investment Banking, Case Studies, Financial Analysis, Business Valuation, Financial Forecasting, Capital Markets, Loans, Due Diligence, Corporate Finance

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    UBITS

    Fundamentos de la gestión del talento humano

    Skills you'll gain: Constructive Feedback, Talent Management, Course Development, Recruitment, Human Resources, Training and Development, Employee Training, Instructional Design, Performance Appraisal, Employee Performance Management, Student Engagement, Organizational Effectiveness

    4.8
    Rating, 4.8 out of 5 stars
    ·
    180 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Construction and Real Estate (US)

    Skills you'll gain: Real Estate, Risk Management, Property and Real Estate, Financial Analysis, Financial Acumen, Return On Investment, Economics, Construction Accounting, Market Dynamics, Investment Management, Market Data, Mortgage Loans, Investments, Market Trend, Market Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    K

    Korea Advanced Institute of Science and Technology(KAIST)

    Design Thinking and Global Startup

    Skills you'll gain: Design Thinking, Business Modeling, Entrepreneurship, Product Development, Prototyping, Presentations, Lean Methodologies, Human Centered Design, Value Propositions, Ideation, Innovation, Emerging Technologies, Market Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    145 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Technology & Entrepreneurship

    Skills you'll gain: Curiosity, Lean Methodologies, Design Thinking, Entrepreneurship, Commercialization, Innovation, Customer Analysis, Presentations, Creative Thinking, Target Audience, Customer Insights, Product Improvement, Market Opportunities, Technology Solutions, Team Oriented, Market Research, Ideation, Solution Design, Brainstorming, Business Research

    4.8
    Rating, 4.8 out of 5 stars
    ·
    79 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Codio

    Advanced Django: Mastering Django and Django Rest Framework

    Skills you'll gain: Django (Web Framework), Performance Tuning, Postman API Platform, Restful API, Application Programming Interface (API), Data Validation, Authentications, Frontend Integration, React.js, API Testing, Authorization (Computing), PostgreSQL, API Design, Scalability, Application Frameworks, JSON, Full-Stack Web Development, Frontend Performance, Web Development, Python Programming

    4.6
    Rating, 4.6 out of 5 stars
    ·
    160 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    How To Land the Job You Want (Capstone Project)

    Skills you'll gain: Marketing Planning, Interviewing Skills, Strategic Marketing, Recruitment, Marketing, Target Market, Presentations, Personal Attributes, Professional Development, Business Writing, Communication, Smart Goals, Storytelling, Writing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    N

    Nestlé

    Nestlé's Introduction to Marketing - with Abigail Laursen

    Skills you'll gain: Marketing Effectiveness, Global Marketing, New Product Development, Product Marketing, Brand Management, Market Analysis, Competitive Analysis, Marketing Analytics, Marketing Communications, Consumer Behaviour, Brand Strategy, Advertising, Marketing Strategy and Techniques, Media Planning, Market Research

    4.4
    Rating, 4.4 out of 5 stars
    ·
    12 reviews

    Beginner · Course · 1 - 3 Months

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

  • Encryption and Cryptography Essentials: IBM
  • Liderazgo y gestión de empresas familiares: Universidad de los Andes
  • Practice Exam for Certified Scrum Master (CSM) Certification: SkillUp
  • Design Thinking: Ideas to Action: University of Virginia
  • Leveraged Buyouts: Analyze, Structure & Model Deals: EDUCBA
  • Fundamentos de la gestión del talento humano: UBITS
  • Construction and Real Estate (US): Interactive Brokers
  • Design Thinking and Global Startup: Korea Advanced Institute of Science and Technology(KAIST)
  • Technology & Entrepreneurship: Arizona State University
  • Advanced Django: Mastering Django and Django Rest Framework: Codio

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