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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


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    F

    Fractal Analytics

    Behavior Architecture - Understanding Human Behavior

    Skills you'll gain: Case Studies, Decision Making, Behavior Management, Behavioral Economics, Applied Behavior Analysis, Human Development, Emotional Intelligence, Psychology, Qualitative Research, Critical Thinking, Empathy, Communication

    4.4
    Rating, 4.4 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Strategic Sales Management Final Project

    Skills you'll gain: Sales Strategy, Sales Management, Case Studies, Sales Process, Strategic Marketing, Sales Development, Business Strategies, Business Analysis, Competitive Analysis, Market Analysis, Peer Review

    4.6
    Rating, 4.6 out of 5 stars
    ·
    34 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Social Network Analysis

    Skills you'll gain: Social Network Analysis, Network Analysis, Data Wrangling, Social Sciences, Graph Theory, Statistical Visualization, Data Manipulation, Data Visualization, Data Analysis, Predictive Analytics, Simulations

    4.7
    Rating, 4.7 out of 5 stars
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    241 reviews

    Beginner · Course · 1 - 3 Months

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    The University of Edinburgh

    How to Read a Novel

    Skills you'll gain: Writing

    4.7
    Rating, 4.7 out of 5 stars
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    20 reviews

    Beginner · Course · 1 - 4 Weeks

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    K

    Knowledge Accelerators

    Microsoft Planner - Essential Training for Managing Projects

    Skills you'll gain: Microsoft 365, Project Management, Project Coordination, Project Planning, Leadership and Management, Project Management Software, Calendar Management, Project Implementation, Collaborative Software, Workflow Management, Productivity, Productivity Software, Data Management, Business Software

    3.6
    Rating, 3.6 out of 5 stars
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    7 reviews

    Beginner · Course · 1 - 3 Months

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    C

    Coursera

    Project Risk Management

    Skills you'll gain: Project Risk Management, Risk Management, Risk Management Framework, Risk Analysis, Risk Mitigation, Business Risk Management, Project Management, Governance Risk Management and Compliance, Stakeholder Communications

    4.7
    Rating, 4.7 out of 5 stars
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    149 reviews

    Beginner · Course · 1 - 4 Weeks

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    I

    IESE Business School

    How to Build an Effective Service Company

    Skills you'll gain: Lean Methodologies, Workforce Management, Service Improvement, Operations Management, Operational Performance Management, Business Process Management, Process Optimization, Service Management, Operational Efficiency, Process Analysis, Sustainable Business, Capacity Management, Customer experience improvement, Case Studies

    4.4
    Rating, 4.4 out of 5 stars
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    25 reviews

    Beginner · Course · 1 - 3 Months

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    U

    Universidad de los Andes

    Anticoagulación

    Skills you'll gain: Pharmacology, Contraindication, Pharmacotherapy, Drug Interaction, Medication Administration, Patient Evaluation, Treatment Planning, Patient Treatment, Clinical Practices, Chronic Diseases, Diagnostic Tests, Risk Analysis

    4.9
    Rating, 4.9 out of 5 stars
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    100 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    I

    IE Business School

    El plan de marketing

    Skills you'll gain: Marketing Planning, Marketing Strategies, Marketing Effectiveness, Business Planning, Marketing Management, Customer Retention, Marketing Communications, Brand Strategy, Product Strategy, Business Strategies, Customer Acquisition Management, Marketing Budgets, Market Analysis, Customer Analysis, Competitive Analysis, Brand Awareness, Key Performance Indicators (KPIs), Smart Goals, Business Metrics, Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    158 reviews

    Beginner · Course · 1 - 4 Weeks

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    U

    University of Virginia

    Pensamiento de diseño para la innovación

    Skills you'll gain: Design Thinking, Creative Problem-Solving, Creative Thinking, Ideation, Innovation, Storytelling, Market Opportunities, Strategic Thinking, Human Centered Design, Data Visualization, Entrepreneurship, New Product Development, Case Studies, Process Development, Peer Review

    4.8
    Rating, 4.8 out of 5 stars
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    108 reviews

    Beginner · Course · 1 - 3 Months

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    Columbia University

    Attaining Higher Education

    Skills you'll gain: Higher Education, Personal Development, Self-Awareness, Academic Advising, Goal Setting, Decision Making, Student Services, Planning, Research, Organizational Skills

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Conflict Management For Everyone

    Skills you'll gain: Conflict Management, Negotiation, Emotional Intelligence, De-escalation Techniques, Active Listening, Communication Strategies, Interpersonal Communications, Composure, Tactfulness, Teamwork, Expectation Management, Collaboration, Brainstorming, Verbal Communication Skills, Interviewing Skills, Empathy, Communication, Follow Through, Contingency Planning, Problem Solving

    4.6
    Rating, 4.6 out of 5 stars
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    69 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Behavior Architecture - Understanding Human Behavior : Fractal Analytics
  • Strategic Sales Management Final Project: Fundação Instituto de Administração
  • Social Network Analysis: University of California, Davis
  • How to Read a Novel: The University of Edinburgh
  • Microsoft Planner - Essential Training for Managing Projects: Knowledge Accelerators
  • Project Risk Management: Coursera
  • How to Build an Effective Service Company: IESE Business School
  • Anticoagulación: Universidad de los Andes
  • El plan de marketing: IE Business School
  • Pensamiento de diseño para la innovación: University of Virginia

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