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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
    T

    Tecnológico de Monterrey

    Liderazgo en la empresa familiar

    Skills you'll gain: Leadership, Organizational Leadership, Business Leadership, Leadership and Management, Governance, Strategic Leadership, Leadership Development, Succession Planning, Business Management, Business Administration, Strategic Thinking, Business, Business Strategy, New Business Development, Stakeholder Engagement, Decision Making

    5
    Rating, 5 out of 5 stars
    ·
    6 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    YouTube Shorts: Create Winning Content

    Skills you'll gain: Video Production, Content Strategy, Content Creation, Storytelling, Video Editing, Videography, Drive Engagement

    3.3
    Rating, 3.3 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Analyzing Digital Transformation Canvas for Competitiveness

    Skills you'll gain: Digital Transformation, Business Transformation, Performance Measurement, Business Process, Technology Strategies, FinTech, Competitive Analysis, Stakeholder Analysis, Value Propositions, Case Studies, Business Strategies, Innovation, Entrepreneurship, Leadership, Information Technology

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    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
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Capitals Coalition

    Transforming Business: Valuing social and human capital

    Skills you'll gain: Stakeholder Engagement, Human Capital, Stakeholder Management, Corporate Sustainability, Environmental Social And Corporate Governance (ESG), Sustainable Business, Social Impact, Business Valuation, Stakeholder Communications, Sustainability Reporting, Business Transformation, Risk Management, Data Collection

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Packt

    Modern Apple Platform Admin: macOS & iOS Essentials

    Skills you'll gain: Mac OS, Application Lifecycle Management, Endpoint Security, iOS Development, Cloud Deployment, Network Administration, Performance Testing, Security Controls, Safety and Security, Computer Security, Supervision, General Networking, System Configuration, Test Planning, Information Privacy, Stakeholder Communications

    Intermediate · Specialization · 3 - 6 Months

  • P

    Packt

    Cisco CyberOps Associate (200-201)

    Skills you'll gain: Intrusion Detection and Prevention, Cybersecurity, Cyber Threat Intelligence, Security Controls, Threat Modeling, Incident Response, Digital Forensics, Risk Management Framework, Network Security, Data Security, Network Analysis, Firewall

    5
    Rating, 5 out of 5 stars
    ·
    21 reviews

    Intermediate · Course · 1 - 3 Months

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

    LearnKartS

    Cybersecurity Operations and Controls

    Skills you'll gain: Vulnerability Management, Identity and Access Management, Cybersecurity, Security Controls, Incident Management, Vulnerability Assessments, Mobile Security, Hardening, Threat Detection, Application Security, Continuous Monitoring, Threat Management, Digital Forensics, Network Security, Wireless Networks, Automation

    Intermediate · Course · 1 - 4 Weeks

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

    LearnKartS

    Cybersecurity Governance and Compliance

    Skills you'll gain: Penetration Testing, Cyber Governance, Risk Management, Vendor Management, Governance Risk Management and Compliance, Security Awareness, Security Strategy, Business Risk Management, Cyber Security Policies, Compliance Management, Business Continuity, Personally Identifiable Information, Data Security

    4.1
    Rating, 4.1 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Aptly

    Google Ads Search Certification Preparation

    Skills you'll gain: Google Ads, Pay Per Click Advertising, Search Engine Marketing, Campaign Management, Digital Advertising, Registration, Marketing, Keyword Research, Advertising, Digital Marketing, Test Planning

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Creating EV Charging Hubs: Innovative Design

    Skills you'll gain: Building Codes, Electric Power Systems, Environmental Regulations, Power Electronics, Sustainable Design, Sustainable Technologies, Energy and Utilities, High Voltage, Electrical Engineering, Electrical Safety, Scalability, Wireless Networks, Capacity Management, Emerging Technologies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • G

    Google Cloud

    Change Management for Google Workspace

    Skills you'll gain: Change Management, Organizational Change, Employee Training, Google Workspace, Training and Development, Communication Planning, Organizational Effectiveness, Process Development, Needs Assessment, Stakeholder Engagement, Stakeholder Communications

    Intermediate · Course · 1 - 3 Months

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

  • Liderazgo en la empresa familiar: Tecnológico de Monterrey
  • YouTube Shorts: Create Winning Content: Coursera
  • Analyzing Digital Transformation Canvas for Competitiveness : Coursera
  • Marketing Management Essentials:The Marketing Plan Structure: IE Business School
  • Transforming Business: Valuing social and human capital : Capitals Coalition
  • Modern Apple Platform Admin: macOS & iOS Essentials: Packt
  • Cisco CyberOps Associate (200-201): Packt
  • Cybersecurity Operations and Controls: LearnKartS
  • Cybersecurity Governance and Compliance: LearnKartS
  • Google Ads Search Certification Preparation: Aptly

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