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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
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    SkillUp

    Business Analyst (ECBA) Certificate Preparation 

    Skills you'll gain: Business Analysis, Business Process Modeling, Stakeholder Analysis, Process Optimization, Requirements Management, Business Requirements, Stakeholder Management, Process Analysis, Data Modeling, Agile Methodology, Stakeholder Engagement, Requirements Analysis, Process Improvement, User Story, Project Management, Data Flow Diagrams (DFDs), Risk Management, Business Process, Needs Assessment, Ethical Standards And Conduct

    4.7
    Rating, 4.7 out of 5 stars
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    96 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
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    U

    Universitat Autònoma de Barcelona

    Sport Sponsorship. Let them Play

    Skills you'll gain: Peer Review, Event Marketing, Brand Marketing, Brand Management, Business Development, Proposal Development, Event Management, Drive Engagement, Business Planning, Program Implementation, Case Studies, Advertising Sales, Stakeholder Management, Social Impact, Employee Engagement

    4.4
    Rating, 4.4 out of 5 stars
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    285 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    IE Business School

    Analizando las PolĂ­ticas EconĂłmicas

    Skills you'll gain: Financial Policy, Economics, Policy, and Social Studies, Economics, Public Policies, Policy Analysis, Tax, Fiscal Management, Supply And Demand, Financial Market, Growth Strategies

    4.8
    Rating, 4.8 out of 5 stars
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    628 reviews

    Beginner · Course · 1 - 3 Months

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    Simplilearn

    Agile and Project Management Mastery for Scrum Leaders

    Skills you'll gain: User Story, Project Management, Risk Management, Kanban Principles, Project Planning, Agile Project Management, Agile Software Development, Cost Management, Project Management Office (PMO), Backlogs, Scaled Agile Framework, Agile Methodology, Scope Management, Team Leadership, Project Estimation, Earned Value Management, Requirements Management, Sprint Planning, Organizational Structure, Sprint Retrospectives

    4.8
    Rating, 4.8 out of 5 stars
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    10 reviews

    Beginner · Specialization · 1 - 3 Months

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    SkillUp

    Scrum Master Capstone

    Skills you'll gain: User Story, Sprint Retrospectives, Sprint Planning, Backlogs, Project Risk Management, Agile Project Management, Agile Methodology, Stakeholder Engagement, Stakeholder Management, Kanban Principles, Project Documentation, Portfolio Management, Product Improvement, Project Planning, Performance Analysis, Team Building, Estimation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    47 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Forming, Funding, and Launching a Technology Startup Company

    Skills you'll gain: Entrepreneurial Finance, Business Planning, Financial Statements, Growth Strategies, Business Ethics, Intellectual Property, Financial Modeling, Entrepreneurship, Income Statement, Engineering Management, Legal Risk, Business Strategies, Technology Strategies, Organizational Development, Business Modeling, Cash Flows, Business Development, New Business Development, Risk Analysis, Engineering

    Build toward a degree

    Beginner · Course · 1 - 3 Months

  • Status: Preview
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    T

    The University of Edinburgh

    Digital Footprint

    Skills you'll gain: digital literacy, Social Media, Facebook, Instagram, Data Ethics, Information Management

    4.6
    Rating, 4.6 out of 5 stars
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    664 reviews

    Beginner · Course · 1 - 4 Weeks

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    Sciences Po

    Entreprendre dans les Industries Culturelles à l'ère du numérique

    Skills you'll gain: Entrepreneurship, Promotional Strategies, Business Modeling, Business Leadership, Content Creation, Innovation, Digital Content, Digital Transformation, Market Opportunities, Entrepreneurial Finance, Business Economics, Intellectual Property, Consumer Behaviour

    4.6
    Rating, 4.6 out of 5 stars
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    164 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Program Management and the Art of Communication

    Skills you'll gain: Stakeholder Engagement, User Story, Stakeholder Communications, Executive Presence, Persuasive Communication, Strategic Communication, Communication Planning, Influencing, Leadership, Project Risk Management, Stakeholder Management, Data Management, Professional Development, Team Building, Data Integrity, Meeting Facilitation, Negotiation, Data Presentation, Communication, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
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    47 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Introduction to Capital Markets

    Skills you'll gain: Capital Markets, Financial Market, Investment Banking, Securities Trading, Investments, Market Liquidity, Private Equity, Sales, Financial Industry Regulatory Authorities, Business Acumen, Equities, Asset Management

    4.8
    Rating, 4.8 out of 5 stars
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    46 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Introduction to Merchandising

    Skills you'll gain: Merchandising, Merchandise Displays, Inventory Management System, Retail Management, Consumer Behaviour, Visual Merchandising, Planogram, Retail Store Operations, Retail Sales, Marketing Psychology, Selling Techniques, Customer Insights, Analysis, Design

    4.6
    Rating, 4.6 out of 5 stars
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    66 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    H

    HRCI

    Employee Relations

    Skills you'll gain: Employee Performance Management, Performance Appraisal, Performance Management, Human Resource Policies, Organizational Structure, Policy Development, Conflict Management, Employee Relations, Diversity and Inclusion, Human Resource Strategy, Employee Engagement, Staff Management, Business Ethics, Organizational Effectiveness, Business Continuity, Communication Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    316 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Business Analyst (ECBA) Certificate Preparation : SkillUp
  • Sport Sponsorship. Let them Play: Universitat Autònoma de Barcelona
  • Analizando las PolĂ­ticas EconĂłmicas: IE Business School
  • Agile and Project Management Mastery for Scrum Leaders: Simplilearn
  • Scrum Master Capstone: SkillUp
  • Forming, Funding, and Launching a Technology Startup Company: University of Colorado Boulder
  • Digital Footprint: The University of Edinburgh
  • Entreprendre dans les Industries Culturelles Ă  l'ère du numĂ©rique: Sciences Po
  • Program Management and the Art of Communication: University of Maryland, College Park
  • Introduction to Capital Markets: Corporate Finance Institute

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