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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.


Popular Financial Planning Courses and Certifications


  • Status: Free Trial
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    Pontificia Universidad Católica de Chile

    Inversiones en los mercados de capitales

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investments, Financial Market, Financial Trading, Risk Management, Market Liquidity, Financial Modeling, Capital Markets, Risk Analysis, Equities, Derivatives

    4.7
    Rating, 4.7 out of 5 stars
    ·
    87 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Accounting for Mergers and Acquisitions: Foundations

    Skills you'll gain: Mergers & Acquisitions, Corporate Accounting, Investments, Financial Accounting, Business Valuation, Accounting, Financial Reporting, Financial Statement Analysis, Consolidation, Financial Statements

    4.7
    Rating, 4.7 out of 5 stars
    ·
    50 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
    Free Trial
    C

    Coursera

    Design & Present Responsible AI Solutions

    Skills you'll gain: Responsible AI, Data Ethics, Data Storytelling, Presentations, Technical Communication, Artificial Intelligence, Stakeholder Communications, Ethical Standards And Conduct, Case Studies, Accountability, Risk Mitigation, Governance, Design, Stakeholder Analysis, Risk Management, Project Documentation

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
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    Macquarie University

    Excel Skills for Business Forecasting

    Skills you'll gain: Time Series Analysis and Forecasting, Forecasting, Model Evaluation, Regression Analysis, Microsoft Excel, Excel Formulas, Trend Analysis, Case Studies, Business Mathematics, Business Metrics, Predictive Modeling, Data Presentation, Statistical Visualization, Graphing, Business Economics, Statistical Modeling, Business Analytics, Decision Making, Process Optimization, Statistical Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    319 reviews

    Intermediate · Specialization · 3 - 6 Months

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    Edureka

    Building RAG and MCP Servers with Claude

    Skills you'll gain: Retrieval-Augmented Generation, Model Context Protocol, Agentic Workflows, AI Orchestration, Generative AI Agents, Anthropic Claude, Prompt Engineering, Tool Calling, Generative AI, Automation, Scalability, Application Programming Interface (API), Servers, Python Programming

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
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    Packt

    Complete Web Development: HTML, CSS, JS & PHP Projects

    Skills you'll gain: Cascading Style Sheets (CSS), Debugging, Search Engine Optimization, PHP (Scripting Language), jQuery, Hypertext Markup Language (HTML), MySQL, WordPress, Web Applications, Application Programming Interface (API), Web Development, Content Management Systems, Restful API, Javascript, Application Deployment, Cloud Hosting, Program Development, Object Oriented Programming (OOP), Servers, Development Environment

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
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    U

    University of Cape Town

    Research for Impact

    Skills you'll gain: Strategic Communication, Stakeholder Engagement, Social Impact, Influencing, Research, Sustainable Development, Policy Analysis, Change Management, Systems Thinking, Complex Problem Solving, Capacity Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    197 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
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    C

    Coursera

    Emerging Telecom Technologies: Edge Security Focus

    Skills you'll gain: Vulnerability Assessments, Network Security, Security Engineering, Telecommunications, Infrastructure Security, Cyber Security Assessment, Threat Detection, Network Analysis, Continuous Monitoring, Security Strategy, Internet Of Things, Emerging Technologies, General Networking, Network Architecture, Enterprise Architecture, Infrastructure Architecture, Virtualization

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    The Future of Healthcare and Emerging Trends

    Skills you'll gain: Social Determinants Of Health, Community Health, Health Equity, Behavioral Economics, Health Administration, Consumer Behaviour, Business Modeling, Artificial Intelligence

    Build toward a degree

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    LearnQuest

    Mastering Sales Negotiations and Closure

    Skills you'll gain: Sales Presentation, Influencing, Persuasive Communication, Intercultural Competence, Virtual Teams, Storytelling, Behavioral Economics, Business Research, Value Propositions, Active Listening, Market Research, Empathy & Emotional Intelligence, Sales Pipelines, Marketing Psychology, Digital Communications, Collaboration, Customer Relationship Management (CRM) Software, Stakeholder Management, Strategic Communication, Cross-Functional Collaboration

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    E

    EDUCBA

    Master AutoCAD Architecture: Design, Model & Build

    Skills you'll gain: AutoCAD, Architectural Drawing, 3D Modeling, Computer-Aided Design, Drafting and Engineering Design, Architectural Design, Building Design, As-Built Drawings

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica de Chile

    Análisis de Sistemas de Transporte

    Skills you'll gain: Transportation Operations, Transportation Management, Network Analysis, Operations Research, Systems Analysis, Operational Analysis, Analysis, Demand Planning, Mathematical Modeling, Econometrics, Markov Model, Behavioral Economics, Economic Development, Economics, Policy, and Social Studies, Cost Benefit Analysis, Market Dynamics, Customer Demand Planning, Probability, Social Impact, Model Evaluation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    781 reviews

    Mixed · Course · 1 - 3 Months

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

  • Inversiones en los mercados de capitales: Pontificia Universidad Católica de Chile
  • Accounting for Mergers and Acquisitions: Foundations: University of Illinois Urbana-Champaign
  • Design & Present Responsible AI Solutions: Coursera
  • Excel Skills for Business Forecasting: Macquarie University
  • Building RAG and MCP Servers with Claude: Edureka
  • Complete Web Development: HTML, CSS, JS & PHP Projects: Packt
  • Research for Impact: University of Cape Town
  • Emerging Telecom Technologies: Edge Security Focus: Coursera
  • The Future of Healthcare and Emerging Trends: University of Illinois Urbana-Champaign
  • Mastering Sales Negotiations and Closure: LearnQuest

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