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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
    Free Trial
    A

    Arizona State University

    Perspective-Taking

    Skills you'll gain: Influencing, Strategic Thinking, Negotiation, Recognizing Others, Active Listening, Strategic Communication, Game Theory, Empathy, Critical Thinking, Decision Making, Motivational Skills, Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    12 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Performance Domains in Project Management

    Skills you'll gain: Stakeholder Management, Stakeholder Engagement, Project Performance, Project Management Life Cycle, Team Management, Solution Delivery, Project Management Institute (PMI) Methodology, Project Schedules, Project Planning, Scheduling, Project Management, Performance Measurement, Resource Management, Resource Allocation, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    18 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    P

    Packt

    CompTIA Security+ SY0-701 Full Training Guide

    Skills you'll gain: Digital Forensics, Infrastructure as Code (IaC), Endpoint Security, Vulnerability Management, Risk Management, Cryptography, Cybersecurity, Cloud Computing Architecture, Network Security, Incident Response, Threat Management, Cloud Security, Threat Modeling, Risk Analysis, Business Risk Management, Encryption, Cyber Security Policies, Identity and Access Management, Secure Coding, Cyber Threat Intelligence

    4.4
    Rating, 4.4 out of 5 stars
    ·
    17 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
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    T

    The University of Edinburgh

    Learning for a Sustainable Future: Live at COP29

    Skills you'll gain: Sustainable Development, Cooperation, Discussion Facilitation, Collaboration, Research, Community Development, Creative Thinking, Community Outreach, Climate Change Adaptation, Student Engagement, Environmental Policy, Climate Change Mitigation, Education and Training

    4.6
    Rating, 4.6 out of 5 stars
    ·
    45 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    E

    EDUCBA

    Agile Practices: Apply, Evaluate & Optimize from Mindset

    Skills you'll gain: Scrum (Software Development), User Story, Backlogs, Agile Methodology, Sprint Planning, Agile Project Management, Prioritization, Sprint Retrospectives, Estimation, Workflow Management, Risk Management, Cross-Functional Collaboration

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Banco Interamericano de Desarrollo

    La era digital en América Latina y el Caribe

    Skills you'll gain: Digital Transformation, Big Data, Public Policies, Data-Driven Decision-Making, Economic Development, Business Transformation, Entrepreneurship, Internet Of Things, Emerging Technologies, Governance, Telecommunications

    4.9
    Rating, 4.9 out of 5 stars
    ·
    41 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    E

    Edureka

    Agentic AI & No-Code Automation for Strategic HR

    Skills you'll gain: Human Resource Strategy, Human Resources, Responsible AI, AI Enablement, Miro AI, Data Ethics, Workflow Management, Employee Retention, Agentic Workflows, Talent Management, Succession Planning, Talent Acquisition, Talent Recruitment, Personally Identifiable Information, Automation, AI Personalization, Artificial Intelligence and Machine Learning (AI/ML), Digital Transformation, Performance Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Interviewing for DS/AI Roles

    Skills you'll gain: Goal Setting, Interviewing Skills, Professional Networking, Artificial Intelligence and Machine Learning (AI/ML), Negotiation, Workforce Planning, Professional Development, LinkedIn, Artificial Intelligence, Machine Learning, Talent Sourcing, Compensation and Benefits, Data Science, Data Analysis, Recruitment, Data Architecture, Presentations, Technical Consulting, Big Data, Job Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    20 reviews

    Beginner · Specialization · 1 - 3 Months

  • P

    Packt

    Agile Project Management

    Skills you'll gain: User Story, Stakeholder Management, Sprint Planning, Agile Project Management, Kanban Principles, Scrum (Software Development), Agile Methodology, Stakeholder Engagement, Backlogs, Sprint Retrospectives, Stakeholder Analysis, Project Management, Product Requirements, Release Management, Project Schedules, Continuous Improvement Process, Prioritization, Estimation

    Beginner · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Comportamiento adaptativo

    Skills you'll gain: Artificial Intelligence, Algorithms, Simulations, Robotics, Network Analysis, Transportation Operations

    4.5
    Rating, 4.5 out of 5 stars
    ·
    31 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    P

    Pohang University of Science and Technology(POSTECH)

    Cryptocurrency and Applications

    Skills you'll gain: Blockchain, FinTech, Market Trend, Cryptography, Digital Assets, Market Data, Payment Systems, Financial Market, Financial Systems, Financial Services, Investments, Market Analysis

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Simplilearn

    Behavioral Marketing

    Skills you'll gain: Marketing Strategies, Marketing, Email Marketing, Marketing Analytics, Digital Marketing, Marketing Psychology, Customer Relationship Management, Digital Advertising, Google Ads, Social Media Marketing, Target Audience, Data Collection

    4.7
    Rating, 4.7 out of 5 stars
    ·
    19 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Perspective-Taking: Arizona State University
  • Performance Domains in Project Management: Microsoft
  • CompTIA Security+ SY0-701 Full Training Guide: Packt
  • Learning for a Sustainable Future: Live at COP29: The University of Edinburgh
  • Agile Practices: Apply, Evaluate & Optimize from Mindset: EDUCBA
  • La era digital en América Latina y el Caribe: Banco Interamericano de Desarrollo
  • Agentic AI & No-Code Automation for Strategic HR: Edureka
  • Interviewing for DS/AI Roles: University of California, Irvine
  • Agile Project Management: Packt
  • Comportamiento adaptativo: Universidad Nacional Autónoma de México

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