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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    B

    Berklee

    Music Business Foundations

    Skills you'll gain: Music History, Intellectual Property, Contract Negotiation, Music, Negotiation, Entrepreneurship, Business, Innovation, Team Management, Revenue Management, Digital Content, Law, Regulation, and Compliance

    4.9
    Rating, 4.9 out of 5 stars
    ·
    2.7K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Scrum Master

    Skills you'll gain: User Story, Sprint Retrospectives, Scrum (Software Development), Sprint Planning, Backlogs, Project Risk Management, Agile Methodology, Agile Project Management, Team Building, Team Management, Project Management Institute (PMI) Methodology, Meeting Facilitation, Stakeholder Engagement, Organizational Change, Stakeholder Management, Team Leadership, Employee Coaching, Project Management, Risk Management, Communication

    4.6
    Rating, 4.6 out of 5 stars
    ·
    540 reviews

    Beginner · Specialization · 3 - 6 Months

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

    Packt

    Advanced Web Development, Real-Time Apps & Final Projects

    Skills you'll gain: Responsive Web Design, User Interface (UI), Cascading Style Sheets (CSS), User Interface and User Experience (UI/UX) Design, Web Applications, Web Development, Front-End Web Development, HTML and CSS, Javascript, Real Time Data, Hypertext Markup Language (HTML), Application Programming Interface (API), Event-Driven Programming, Animations

    Advanced · Course · 3 - 6 Months

  • Status: Preview
    Preview
    B

    Board Infinity

    Generative AI in Finance

    Skills you'll gain: Responsible AI, Fraud detection, Financial Analysis, Risk Modeling, Financial Regulations, Lending and Underwriting

    3.6
    Rating, 3.6 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Project Valuation and the Capital Budgeting Process

    Skills you'll gain: Capital Budgeting, Project Risk Management, Risk Analysis, Risk Management, Financial Analysis, Project Finance, Business Valuation, Depreciation, Cash Flows, Financial Modeling, Portfolio Management, Project Portfolio Management, Spreadsheet Software, Microsoft Excel, Corporate Tax

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    233 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Finanzas para profesionales no financieros

    Skills you'll gain: Cash Management, Financial Statements, Financial Analysis, Budgeting, Financial Acumen, Financial Forecasting, Cash Flow Forecasting, Operating Budget, Financial Management, Accounting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    699 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    U.S. Taxation of International Transactions

    Skills you'll gain: Tax Laws, Corporate Tax, Tax, Tax Planning, International Finance, Income Tax, Tax Compliance, Regulatory Compliance

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    60 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    CertNexus

    CertNexus Certified Ethical Emerging Technologist

    Skills you'll gain: Crisis Management, Data Ethics, Governance, Business Ethics, Responsible AI, Media Relations, Strategic Thinking, Communication Strategies, Business Leadership, Accountability, Ethical Standards And Conduct, Emerging Technologies, Organizational Leadership, Public Relations, Operational Risk, Risk Management, Communication, Leadership, Learning Strategies, Test Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    601 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Academic Listening and Note-Taking

    Skills you'll gain: Oral Comprehension, Active Listening, Public Speaking, Verbal Communication Skills, English Language, Critical Thinking, Organizational Skills, Analytical Skills

    4.5
    Rating, 4.5 out of 5 stars
    ·
    973 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Design & Present Responsible AI Solutions

    Skills you'll gain: Responsible AI, Data Ethics, Data Storytelling, Presentations, Technical Communication, Artificial Intelligence, Stakeholder Communications, Ethical Standards And Conduct, Case Studies, Accountability, Risk Mitigation, Governance, Design, Stakeholder Analysis, Risk Management, Project Documentation

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    Edureka

    Design AI Agents with OpenAI AgentKit

    Skills you'll gain: AI Workflows, OpenAI API, LLM Application, OpenAI, Model Context Protocol, Generative AI Agents, Agentic systems, Tool Calling, Prompt Engineering, ChatGPT, Artificial Intelligence, Application Programming Interface (API), User Interface (UI), Context Management, Large Language Modeling, Python Programming, Development Environment, Application Deployment, Debugging

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Integrative Health and Medicine

    Skills you'll gain: Drug Interaction, Contraindication, Patient Education And Counseling, Mindfulness, Patient Referral, Pharmacology, Treatment Planning, Health Care Procedure and Regulation, Pain Management, Patient Safety, Clinical Assessment, Health Care, Clinical Practices, Nursing Practices, Pharmacotherapy, Health Promotion, Health And Wellness Coaching, Mental and Behavioral Health, Patient-centered Care, Music

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Music Business Foundations: Berklee
  • Scrum Master: SkillUp
  • Advanced Web Development, Real-Time Apps & Final Projects: Packt
  • Generative AI in Finance: Board Infinity
  • Project Valuation and the Capital Budgeting Process: University of Colorado Boulder
  • Finanzas para profesionales no financieros: University of California, Irvine
  • U.S. Taxation of International Transactions: University of Illinois Urbana-Champaign
  • CertNexus Certified Ethical Emerging Technologist: CertNexus
  • Academic Listening and Note-Taking: University of California, Irvine
  • Design & Present Responsible AI Solutions: Coursera

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