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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 California, Irvine

    Budgeting and Scheduling Projects

    Skills you'll gain: Cost Estimation, Project Schedules, Estimation, Quality Management, Milestones (Project Management), Project Planning, Project Management, Scheduling, Timelines, Work Breakdown Structure, Budgeting, Resource Allocation, Resource Management, Matrix Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.3K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California San Diego

    Object Oriented Java Programming: Data Structures and Beyond

    Skills you'll gain: Unit Testing, Growth Mindedness, Data Structures, Graph Theory, Event-Driven Programming, Social Network Analysis, Interactive Data Visualization, Java, Java Programming, Network Analysis, Object Oriented Programming (OOP), Technical Communication, User Interface (UI), JUnit, Object Oriented Design, Computer Programming, Adaptability, Performance Tuning, Algorithms, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7.2K reviews

    Intermediate · Specialization · 3 - 6 Months

  • U

    University of Illinois at Urbana-Champaign

    Accounting Foundations Graduate Certificate

    Skills you'll gain: Data Visualization, Data Storytelling, Management Accounting, Fund Accounting, Operations Management, Mergers & Acquisitions, Financial Statement Analysis, Credit Risk, Project Closure, Machine Learning Algorithms, Business Strategy, Risk Management, Social Determinants Of Health, Revenue Recognition, Financial Auditing, Entrepreneurship, Data Governance, Generative AI, Supply And Demand, Statistical Inference

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • Status: New
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    C

    Coursera

    Practical Project Management for Managers

    Skills you'll gain: Stakeholder Communications, Crisis Management, Smart Goals, Agile Project Management, Leadership and Management, Leadership, Business Leadership, Case Studies

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    I

    IIT Bombay

    Introduction to Business Management: Winning Internally

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Production Process, Financial Management, Accounting, Business Management, Organizational Structure, Business, Manufacturing Operations, Leadership, Human Resources, Business Strategies, Strategic Thinking, Financial Statements, Innovation, Product Development, Value Propositions

    4.8
    Rating, 4.8 out of 5 stars
    ·
    22 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    Certified Scrum Master ( CSM ) Training – From Zero to CSM

    Skills you'll gain: Estimation, Conflict Management, Stakeholder Engagement

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Engineering Project Management: Scope, Time and Cost Management

    Skills you'll gain: Project Scoping, Cost Management, Scope Management, Project Estimation, Project Schedules, Earned Value Management, Scheduling, Work Breakdown Structure, Requirements Management, Timelines, Change Management, Budget Management, Project Management, Planning, Project Documentation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Beginner · Course · 1 - 3 Months

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

    University of Illinois Urbana-Champaign

    Healthcare Business Strategy and New Venture Design

    Skills you'll gain: Business Modeling, Market Analysis, Competitive Analysis, Regulatory Compliance, Innovation, Market Opportunities, Healthcare Industry Knowledge, Entrepreneurship, Business Strategies, New Business Development, Product Development, Business Planning, Team Leadership, Stakeholder Analysis, Team Building, Health Care Administration, Business Valuation, Fundraising

    Build toward a degree

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnQuest

    Transforming Sales Impact for Sustainable Growth

    Skills you'll gain: Account Strategy, Account Management, Marketing Analytics, Return On Investment, Sales Management, Sales Strategy, Risk Management, Loyalty Programs, Customer Advocacy, Sales, Digital Transformation, Business Risk Management, Business Metrics, Business Transformation, Innovation, Telecommuting, Virtual Teams, Customer Relationship Building

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Fundamentals of Music Theory

    Skills you'll gain: Music Theory, Music, Classical Music, Musical Composition

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
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    C

    Coursera

    AI Data: Analyze, Govern, Plan

    Skills you'll gain: Data Governance, Data Strategy, Data Ethics, Data Management, Data Pipelines, General Data Protection Regulation (GDPR), Data Quality, Dataflow, Technical Communication, Data Processing, Personally Identifiable Information, Compliance Auditing, Jira (Software), Regulation and Legal Compliance, Project Planning, Data Storage, Process Analysis, Performance Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Innovation: From Creativity to Entrepreneurship

    Skills you'll gain: Entrepreneurship, Strategic Decision-Making, Innovation, Creativity, Team Management, Creative Problem-Solving, Ideation, Technology Strategies, Creative Thinking, Business Modeling, Strategic Thinking, Value Propositions, Collaboration, Business Planning, Strategic Planning, New Product Development, Cognitive flexibility, Entrepreneurial Finance, Open Mindset, Leadership

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.8K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Budgeting and Scheduling Projects: University of California, Irvine
  • Object Oriented Java Programming: Data Structures and Beyond: University of California San Diego
  • Accounting Foundations Graduate Certificate: University of Illinois at Urbana-Champaign
  • Practical Project Management for Managers: Coursera
  • Introduction to Business Management: Winning Internally: IIT Bombay
  • Certified Scrum Master ( CSM ) Training – From Zero to CSM: Packt
  • Engineering Project Management: Scope, Time and Cost Management: Rice University
  • Healthcare Business Strategy and New Venture Design: University of Illinois Urbana-Champaign
  • Transforming Sales Impact for Sustainable Growth: LearnQuest
  • Fundamentals of Music Theory: The University of Edinburgh

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