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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: New
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    Status: Free Trial
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    AI Business School

    AI agents and creator tools for finance professionals

    Skills you'll gain: Agentic Workflows, AI Workflows, No-Code Development, Generative AI Agents, AI Enablement, Digital Transformation, AI Orchestration, AI Product Strategy, Business Process Automation, Business Technologies, AI Personalization, Automation, Artificial Intelligence, Finance, Application Design, Productivity Software, Application Development

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Scrimba

    Tailwind CSS Practice Projects

    Skills you'll gain: Responsive Web Design, UI Components, Cascading Style Sheets (CSS), Web Design, Front-End Web Development, User Interface (UI), Debugging, Web Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    University of Colorado System

    Agile Systems Engineering

    Skills you'll gain: Systems Engineering, Verification And Validation, Team Management, Systems Architecture, Requirements Analysis, Requirements Elicitation, Scrum (Software Development), Systems Development Life Cycle, Teamwork, Configuration Management, Team Building, Agile Methodology, Scaled Agile Framework, Systems Development, Team Motivation, Organizational Leadership, Engineering Management, Risk Management, Waterfall Methodology, Leadership and Management

    4.9
    Rating, 4.9 out of 5 stars
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    7 reviews

    Intermediate · Specialization · 3 - 6 Months

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    Pearson

    PMP Certification: Unit 4

    Skills you'll gain: Risk Management, Team Motivation, Project Management, Conflict Management, Project Risk Management, Resource Management, Communication, Team Management, Leadership, Resource Allocation, Stakeholder Communications, Active Listening

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    U

    Universidad de los Andes

    Tratando los síntomas urinarios por HPB

    Skills you'll gain: Treatment Planning, Patient Evaluation, Clinical Assessment, Urology, Diagnostic Tests, Pharmacology, Patient-centered Care, Epidemiology, Pathology, Physiology, Risk Analysis, Surgery

    5
    Rating, 5 out of 5 stars
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    18 reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Coursera

    إنشاء عقد مشروع باستخدام محرر مستندات جوجل

    Skills you'll gain: Lean Six Sigma, Project Documentation, Google Docs, Project Scoping, Information Architecture, Document Management, Project Planning, Organizational Skills

    4.7
    Rating, 4.7 out of 5 stars
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    9 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
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    Voxy

    Intermediate English: Travel

    Skills you'll gain: Cultural Diversity, English Language, Verbal Communication Skills, Social Skills, Interpersonal Communications, Communication, Planning, Grammar, Vocabulary, Relationship Building, Detail Oriented

    Intermediate · Course · 1 - 3 Months

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    The University of Sydney

    مهارات التواصل لتحقيق النجاح في الجامعة

    Skills you'll gain: Writing, Professionalism, Public Speaking, Collaboration, Verbal Communication Skills, English Language, Communication, Higher Education, Planning, Ethical Standards And Conduct, Critical Thinking, Organizational Skills, Adaptability

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    Automatic Data Processing, Inc. (ADP)

    Fundamentals of Benefit Strategies

    Skills you'll gain: Compensation and Benefits, Benefits Administration, Compensation Management, Regulatory Compliance, Law, Regulation, and Compliance, Business Strategy, Calendar Management, Strategic Communication, Communication Strategies, Benchmarking, Data-Driven Decision-Making, Administrative Support, Employee Retention, Employee Engagement

    4.7
    Rating, 4.7 out of 5 stars
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    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
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    Coursera

    GenAI for Legal Ethics and Practicality

    Skills you'll gain: Legal Technology, Legal Strategy, Regulation and Legal Compliance, Responsible AI, Ethical Standards And Conduct, AI Enablement, Artificial Intelligence, Innovation, Risk Management

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    تطوير خطة توفير على دخل ثابت باستخدام جداول بيانات جوجل

    Skills you'll gain: Expense Management, Google Sheets, Data Visualization, Spreadsheet Software, Budgeting, Budget Management, Financial Forecasting, Excel Formulas

    4.9
    Rating, 4.9 out of 5 stars
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    43 reviews

    Beginner · Guided Project · Less Than 2 Hours

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    I

    IE Business School

    Marketing Management Essentials:The Marketing Plan Structure

    Skills you'll gain: Marketing Planning, Customer Engagement, Strategic Marketing, Marketing Management, Marketing Effectiveness, Marketing Strategies, Marketing, Market Research, Market Analysis, Market Dynamics, Brand Management, Customer experience strategy (CX), Key Performance Indicators (KPIs), Performance Measurement

    4.5
    Rating, 4.5 out of 5 stars
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    10 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • AI agents and creator tools for finance professionals: AI Business School
  • Tailwind CSS Practice Projects: Scrimba
  • Agile Systems Engineering: University of Colorado System
  • PMP Certification: Unit 4: Pearson
  • Tratando los síntomas urinarios por HPB: Universidad de los Andes
  • إنشاء عقد مشروع باستخدام محرر مستندات جوجل: Coursera
  • Intermediate English: Travel: Voxy
  • مهارات التواصل لتحقيق النجاح في الجامعة: The University of Sydney
  • Fundamentals of Benefit Strategies: Automatic Data Processing, Inc. (ADP)
  • GenAI for Legal Ethics and Practicality: Coursera

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