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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
    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: Free Trial
    Free Trial
    M

    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

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    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
    P

    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
    Preview
    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
    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: Preview
    Preview
    U

    University of California, Irvine

    Инициирование и планирование проектов

    Skills you'll gain: Stakeholder Management, Work Breakdown Structure, Conflict Management, Project Planning, Project Scoping, Organizational Structure, Project Management, Planning, Project Documentation, Stakeholder Analysis, Leadership and Management, Influencing

    4.9
    Rating, 4.9 out of 5 stars
    ·
    66 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free
    Free
    U

    Università Bocconi

    Startup Calling: dall'idea all'impatto

    Skills you'll gain: Go To Market Strategy, Business Modeling, Entrepreneurship, Fundraising, Sales Presentations, User Research, Problem Management, Customer Insights, New Product Development, Market Opportunities, Value Propositions, Market Analysis, Competitive Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Branding: The Creative Journey

    Skills you'll gain: Brand Strategy, Customer experience strategy (CX), Branding, Storytelling, Production Planning, Brand Awareness, Logo Design, Content Marketing, Target Audience, Advertising Campaigns, Target Market, Content Creation, Customer experience improvement, Advertising, Marketing Design, Creative Design, Brand Management, Journalism, Creativity, Communication

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free
    Free
    U

    Università Bocconi

    Startup Calling: from idea to impact

    Skills you'll gain: Go To Market Strategy, Business Modeling, Entrepreneurship, Fundraising, Product Development, Market Research, Presentations, Value Propositions, Business Strategy, Market Analysis, Customer Insights, User Research, Competitive Analysis, Lean Methodologies, Interviewing Skills

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    Modern Project Management with Microsoft Tools

    Skills you'll gain: Microsoft Power Platform, Stakeholder Management, Software Development Life Cycle, Team Building, Agile Methodology, Quality Management, Agile Project Management, Project Management Institute (PMI) Methodology, Power BI, Microsoft Power Automate/Flow, Scrum (Software Development), Business Analysis, Virtual Teams, Requirements Management, Risk Management, Team Management, Project Management Life Cycle, Project Management, Microsoft Project, Business

    4.6
    Rating, 4.6 out of 5 stars
    ·
    747 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Accounting for Mergers and Acquisitions: Foundations: University of Illinois Urbana-Champaign
  • 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
  • Инициирование и планирование проектов: University of California, Irvine
  • Startup Calling: dall'idea all'impatto: Università Bocconi
  • Branding: The Creative Journey: IE Business School

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