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  • Financial Planning

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.


Popular Financial Planning Courses and Certifications


  • C

    Coursera

    Microsoft Excel إنشاء تقرير المصروفات باستخدام

    Skills you'll gain: Expense Reports, Spreadsheet Software, Microsoft Excel, Data Visualization, Financial Data, Excel Formulas, Accounting and Finance Software, Financial Acumen, Data Import/Export, Finance, Data Management

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    R

    Rutgers the State University of New Jersey

    Robotic Process Automation (RPA) in Accounting and Auditing

    Skills you'll gain: Robotic Process Automation, Business Process Automation, Automation, Workflow Management, Artificial Intelligence, Accounting and Finance Software, Excel Macros, Emerging Technologies, Digital Transformation, Natural Language Processing, Data Manipulation, Unstructured Data, Scalability

    4
    Rating, 4 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Fundamentos del emprendimiento en la empresa familiar

    Skills you'll gain: Value Propositions, Ideation, Market Opportunities, Entrepreneurship, New Product Development, Business Modeling, Innovation, New Business Development, Business Development, Business Strategies, Business Leadership, Presentations, Customer Insights, Succession Planning, Trend Analysis, Leadership

    Advanced · Course · 1 - 3 Months

  • G

    Google Cloud

    Reconciling Account Data with Cloud Spanner Change Streams

    Skills you'll gain: Reconciliation, Dataflow, Google Cloud Platform, Big Data, Financial Data, Data Pipelines, Data Integration, Event Monitoring

    Intermediate · Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    P

    Packt

    IT Risk Assessment Practices

    Skills you'll gain: Threat Modeling, Vulnerability Assessments, Business Continuity, Risk Analysis, Vulnerability Management, Cyber Security Assessment, Risk Management, Business Risk Management, Risk Mitigation, Threat Detection, Disaster Recovery, Business Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Illinois Tech

    Programming and Application Foundations

    Skills you'll gain: Web Development, Database Design, Relational Databases, Web Development Tools, Databases, Full-Stack Web Development, Application Deployment, HTML and CSS, Cloud Deployment, Back-End Web Development, Application Development, Front-End Web Development, JavaScript Frameworks, Application Servers, Web Servers, Scripting, Javascript, Network Protocols, Cloud Computing

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    51 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    American Council on Exercise

    Goal Setting for Personal Trainers

    Skills you'll gain: Goal Setting, Health And Wellness Coaching, Smart Goals, Patient Education And Counseling, Workplace inclusivity, Motivational Interviewing, Patient Communication, Active Listening, Coaching, Ethical Standards And Conduct, Patient Evaluation, Exercise Science, Health Assessment, Behavior Management, Interpersonal Communications, Professionalism, Relationship Building

    4.3
    Rating, 4.3 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Key Enablers and Challenges in Implementing Industry 4.0

    Skills you'll gain: Process Optimization, Process Improvement, Innovation, Workforce Development, Digital Transformation, Technology Strategies, Manufacturing Operations, Workforce Management, Budget Management, Emerging Technologies, Organizational Change, Regulatory Requirements, Supply Chain Management, Change Management, Compliance Management, Infrastructure Architecture, Data Security

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Финансирование банка через облигации

    Skills you'll gain: Banking, Investment Banking, Lending and Underwriting, Financial Market, Corporate Finance, Target Market

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Information Assurance Analysis

    Skills you'll gain: Large Language Modeling, Email Security, Exploitation techniques, AI Security, Border Gateway Protocol, Malware Protection, Mobile Security, Cybersecurity, Network Security, Open Web Application Security Project (OWASP), TCP/IP, Threat Detection, Network Analysis, Internet Of Things, Network Protocols, Network Monitoring, Responsible AI, Network Routing, Infrastructure Security, Application Security

    4
    Rating, 4 out of 5 stars
    ·
    8 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Comparable Company Analysis: Apply, Evaluate & Excel

    Skills you'll gain: Business Valuation, Financial Analysis, Financial Modeling, Financial Statement Analysis, Investment Banking, Mergers & Acquisitions, Corporate Finance, Interviewing Skills, Real Estate, Benchmarking, Microsoft Excel

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidades Anáhuac

    Gestión de talento y liderazgo con Empatía

    Skills you'll gain: People Analytics, Talent Management, Human Resources Management and Planning, Strategic Leadership, Organizational Strategy, Culture Transformation, Organizational Leadership, People Management, Workforce Planning, Organizational Change, Innovation, Leadership, Corporate Sustainability, Empathy, Employee Engagement

    5
    Rating, 5 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 3 Months

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

  • Microsoft Excel إنشاء تقرير المصروفات باستخدام : Coursera
  • Robotic Process Automation (RPA) in Accounting and Auditing: Rutgers the State University of New Jersey
  • Fundamentos del emprendimiento en la empresa familiar: Tecnológico de Monterrey
  • Reconciling Account Data with Cloud Spanner Change Streams: Google Cloud
  • IT Risk Assessment Practices: Packt
  • Programming and Application Foundations: Illinois Tech
  • Goal Setting for Personal Trainers: American Council on Exercise
  • Key Enablers and Challenges in Implementing Industry 4.0: Board Infinity
  • Финансирование банка через облигации: Coursera
  • Information Assurance Analysis: Johns Hopkins University

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