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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


  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Leveraging Technology to Achieve Results

    Skills you'll gain: Enterprise Resource Planning, Procurement, Purchasing, Robotic Process Automation, Supply Chain Systems, Business Systems, Business Process Automation, Technology Solutions, Operational Efficiency, AI Enablement, Digital Transformation, Automation, Business Process Improvement, Cost Reduction

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Quantitative Finance with SAS: Apply, Analyze & Evaluate

    Skills you'll gain: SAS (Software), Descriptive Statistics, Market Data, Risk Modeling, Regression Analysis, Statistical Methods, Financial Modeling, Statistical Hypothesis Testing, Correlation Analysis, Data Analysis Software, Statistical Analysis, Quantitative Research, Financial Market, Time Series Analysis and Forecasting, Trend Analysis, Financial Analysis, Variance Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    12 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    LearnKartS

    Project Approaches, Lifecycles, and Agile Implementation

    Skills you'll gain: Agile Project Management, Agile Methodology, Agile Software Development, Kanban Principles, Lean Methodologies, Project Management Life Cycle, Scaled Agile Framework, Project Implementation, Workflow Management, Sprint Planning, Project Planning, Project Management, Backlogs, Change Management, Sprint Retrospectives, Team Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    46 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
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    U

    UBITS

    Planeación ágil para el logro de objetivos

    Skills you'll gain: Prioritization, Product Roadmaps, Sprint Planning, Timelines, Strategic Prioritization, Business Priorities, Agile Methodology, Project Schedules, Project Planning, Meeting Facilitation, Agile Project Management, Kanban Principles, Business Requirements, Requirements Analysis, Team Management

    4.8
    Rating, 4.8 out of 5 stars
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    13 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
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    O

    Oracle

    Oracle Autonomous Database Professional

    Skills you'll gain: Oracle Databases, Data Migration, Oracle Cloud, Database Administration, Data Import/Export, Database Architecture and Administration, Application Development, Database Management, Performance Tuning, Disaster Recovery, SQL, Cloud Infrastructure, Identity and Access Management, Scalability

    4.6
    Rating, 4.6 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Python Interactive Dashboards with Plotly Dash

    Skills you'll gain: Plotly, Dashboard, Data Analysis, Interactive Data Visualization, Jupyter, HTML and CSS, UI Components, Financial Analysis, Data Visualization Software, Real Time Data, Python Programming, Data Structures

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Mastering Test Management and Tools

    Skills you'll gain: Test Planning, Test Tools, Configuration Management, Software Testing, Test Automation, Integration Testing, System Testing, Acceptance Testing, Software Quality Assurance, Test Data, Risk Management, Test Case, Risk Management Framework, Issue Tracking, Performance Testing, Version Control

    4.8
    Rating, 4.8 out of 5 stars
    ·
    27 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    S

    Sungkyunkwan University

    Using R for Regression and Machine Learning in Investment

    Skills you'll gain: Regression Analysis, Predictive Analytics, Predictive Modeling, Investment Management, Risk Analysis, Investments, R Programming, Machine Learning, Statistical Analysis, Financial Analysis, Logistic Regression, Financial Data, Algorithms

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Key Success Factors in Supply Chain Finance

    Skills you'll gain: Supplier Management, Supply Chain Management, Customer Analysis, Stakeholder Analysis, Working Capital, Corporate Finance, Sales Prospecting, Financial Analysis, Cash Flows, Technology Solutions

    4.7
    Rating, 4.7 out of 5 stars
    ·
    74 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of London

    Operations Systems Excellence

    Skills you'll gain: Operations Management, Process Design, Operational Excellence, Business Operations, Operational Efficiency, Process Mapping, Operational Analysis, Organizational Strategy, Process Analysis, Business Strategy, Customer Service, Market Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    79 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad de Palermo

    Liderazgo y comunicación

    Skills you'll gain: Social Skills, Verbal Communication Skills, Leadership, Emotional Intelligence, Communication, Leadership and Management, Leadership Development, Team Leadership, Business Leadership, Empathy & Emotional Intelligence, Organizational Leadership, Team Building, Interpersonal Communications, Communication Strategies, Industrial and Organizational Psychology, People Development, Non-Verbal Communication, Coaching, Cognitive flexibility, Goal Setting

    4.9
    Rating, 4.9 out of 5 stars
    ·
    408 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The State University of New York

    Advanced Information Literacy

    Skills you'll gain: digital literacy, Information Management, Research, Literacy, Critical Thinking, Investigation, Intellectual Property, Planning, Communication, Style Guides

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Leveraging Technology to Achieve Results: Rutgers the State University of New Jersey
  • Quantitative Finance with SAS: Apply, Analyze & Evaluate: EDUCBA
  • Project Approaches, Lifecycles, and Agile Implementation: LearnKartS
  • Planeación ágil para el logro de objetivos: UBITS
  • Oracle Autonomous Database Professional: Oracle
  • Python Interactive Dashboards with Plotly Dash: Packt
  • Mastering Test Management and Tools: Board Infinity
  • Using R for Regression and Machine Learning in Investment: Sungkyunkwan University
  • Key Success Factors in Supply Chain Finance: New York Institute of Finance
  • Operations Systems Excellence: University of London

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