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  • Financial Planning

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


  • C

    Coursera

    Create and manage a project dashboard with Wrike

    Skills you'll gain: Dashboard, Project Management Software, Data Import/Export, Workflow Management, Team Management, Project Coordination, Project Management, Project Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    I

    IBM

    Practice Exam for CompTIA Tech+ Certification

    Skills you'll gain: Artificial Intelligence, Test Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    144 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Build Intelligent Agents Using DeepSeek & N8N

    Skills you'll gain: Email Automation, Workflow Management, AI Workflows, No-Code Development, Deepseek, Large Language Modeling, Generative AI, Automation, Model Deployment, Data Analysis, Google Sheets, Data Processing, Gmail

    4
    Rating, 4 out of 5 stars
    ·
    32 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    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
    ·
    7 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    LearnQuest

    Java Enterprise Edition

    Skills you'll gain: Java Platform Enterprise Edition (J2EE), Application Deployment, Web Applications, Application Servers, Java, Web Servers, Java Programming, Object-Relational Mapping, Web Development, Context Management, Application Frameworks, Scripting, Middleware, Server Side, Data Storage, Session Initiation Protocols, Data Sharing, Data Persistence, Event-Driven Programming, Hypertext Markup Language (HTML)

    4.6
    Rating, 4.6 out of 5 stars
    ·
    218 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Toronto

    Plant Bioinformatics Capstone

    Skills you'll gain: Network Analysis, Bioinformatics, Analysis, Data Synthesis, Statistical Methods, Technical Communication, Data Collection

    4.8
    Rating, 4.8 out of 5 stars
    ·
    32 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Imperial College London

    Healthcare Entrepreneurship: Taking Ideas to Market

    Skills you'll gain: Intellectual Property, Presentations, Public Speaking, Innovation, Organizational Structure, Persuasive Communication, Healthcare Industry Knowledge, Entrepreneurship, Grant Applications, Commercialization, Fundraising, Market Analysis, Public Health

    4.7
    Rating, 4.7 out of 5 stars
    ·
    75 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The Hong Kong University of Science and Technology

    Chinese Politics Part 2 – China and the World

    Skills you'll gain: International Relations, World History, Diplomacy, Oil and Gas, Political Sciences, Economics, Economic Development, Talent Acquisition, Policy Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    138 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Data, Security, and Privacy

    Skills you'll gain: digital literacy, Systems Development, Data Security, System Design and Implementation, Data Ethics, Cybersecurity, Safety and Security, Information Technology, Information Privacy, Computer Literacy, Software Development Tools, Technology Strategies

    4.5
    Rating, 4.5 out of 5 stars
    ·
    50 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Analyzing Macro-Environmental Factors Using Creately

    Skills you'll gain: Competitive Analysis, Market Opportunities, Strategic Thinking, Business Strategy, New Business Development, Market Analysis, Business Analysis, Entrepreneurship, Risk Analysis, Business Modeling, Analysis, Innovation, Business Research, Growth Strategies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    109 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    AI Business School

    Practical AI and prompting for finance professionals

    Skills you'll gain: Prompt Engineering, Generative AI, Sales Enablement, Financial Forecasting, AI Personalization, Sales, AI Product Strategy, AI Enablement, ChatGPT, Large Language Modeling, LLM Application, Risking, AI Workflows, Artificial Intelligence, Finance, Responsible AI, Ideation, Business Transformation, Innovation

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Master DCF Valuation: Analyze, Forecast, and Present

    Skills you'll gain: Cash Flow Forecasting, Business Valuation, Financial Modeling, Financial Forecasting, Revenue Forecasting, Risk Modeling, Capital Budgeting, Equities, Risk Analysis, Financial Analysis, Data Presentation, Private Equity, Investment Banking, Presentations, Mergers & Acquisitions, Model Evaluation, Case Studies, Microsoft Excel

    Mixed · Course · 1 - 4 Weeks

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

  • Create and manage a project dashboard with Wrike: Coursera
  • Practice Exam for CompTIA Tech+ Certification: IBM
  • Build Intelligent Agents Using DeepSeek & N8N : Board Infinity
  • Microsoft Planner - Essential Training for Managing Projects: Knowledge Accelerators
  • Java Enterprise Edition: LearnQuest
  • Plant Bioinformatics Capstone: University of Toronto
  • Healthcare Entrepreneurship: Taking Ideas to Market: Imperial College London
  • Chinese Politics Part 2 – China and the World: The Hong Kong University of Science and Technology
  • Data, Security, and Privacy: University of California, Irvine
  • Analyzing Macro-Environmental Factors Using Creately: Coursera

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