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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

    Introducción a la gestión ágil de proyectos

    Skills you'll gain: Agile Project Management, Agile Methodology, Project Management Life Cycle, Sprint Planning, Team Management, Team Building, Kanban Principles, Project Management, Organizational Change, Change Management, Continuous Improvement Process

    4.8
    Rating, 4.8 out of 5 stars
    ·
    122 reviews

    Beginner · Course · 1 - 4 Weeks

  • 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: Free Trial
    Free Trial
    L

    L&T EduTech

    Industrial Power Systems Analysis and Stability

    Skills you'll gain: Electrical Systems, Electric Power Systems, Electrical Power, Control Systems, Electrical Equipment, Three-Phase, High Voltage, Wiring Diagram, Systems Analysis, Simulation and Simulation Software, Electrical Engineering, Network Analysis, Engineering Analysis, Numerical Analysis, Low Voltage, Mathematical Modeling, Simulations, Power Electronics, Graph Theory, Differential Equations

    4.5
    Rating, 4.5 out of 5 stars
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    44 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Riesgos y oportunidades empresariales en una economía globalizada

    Skills you'll gain: Economics, Financial Policy, Economic Development, Trend Analysis, Global Marketing, Business Economics, International Relations, Analysis, Socioeconomics, Business Risk Management, Public Policies, Business Strategies, World History, Investments

    4.9
    Rating, 4.9 out of 5 stars
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    180 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    P

    Packt

    Cisco CCNP Enterprise ENCOR (350-401)

    Skills you'll gain: Virtual Networking, Open Shortest Path First (OSPF), Network Planning And Design, TCP/IP, Computer Networking, System Monitoring, Wireless Networks, Network Routing, Security Controls, Network Switches, Cloud Infrastructure, Local Area Networks, Puppet (Configuration Management Tool), Wide Area Networks, Virtual Machines, Chef (Configuration Management Tool), Real Time Data, Authentications, Scripting, JSON

    4.6
    Rating, 4.6 out of 5 stars
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    24 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Preview
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    E

    EDUCBA

    Mergers & Acquisitions: Analyze, Value & Execute

    Skills you'll gain: Mergers & Acquisitions, Financial Modeling, Business Valuation, Financial Analysis, Investment Banking, Financial Forecasting, Case Studies, Corporate Strategy, Plan Execution, Cash Flows

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Houston

    Value-Based Care: Organizational Competencies

    Skills you'll gain: Value-Based Care, Organizational Change, Care Coordination, Health Care Administration, Business Transformation, Organizational Effectiveness, Organizational Structure, Governance, Health Informatics, Expense Management, Performance Measurement, Financial Modeling

    4.8
    Rating, 4.8 out of 5 stars
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    21 reviews

    Beginner · 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
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    32 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Master Class for Corporate Entrepreneurs

    Skills you'll gain: Proposal Development, Innovation, Market Opportunities, Entrepreneurship, Business Modeling, New Business Development, Corporate Strategy, Corporate Finance, New Product Development, Strategic Thinking, Business Strategy, Value Propositions

    4.8
    Rating, 4.8 out of 5 stars
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    127 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Enhance Organizational Communications with Slack

    Skills you'll gain: Slack (Software), Productivity Software, Collaborative Software, Internal Communications, Organizational Skills, Business Communication, Team Management, Communication Strategies, Resource Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    76 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    C

    Cisco Learning and Certifications

    Threat Investigation

    Skills you'll gain: Cyber Threat Intelligence, Cyber Threat Hunting, Threat Detection, Vulnerability Assessments, Threat Management, Event Monitoring, Security Information and Event Management (SIEM), Continuous Monitoring, Incident Response, Security Management, System Monitoring, Network Analysis, Network Monitoring

    4.8
    Rating, 4.8 out of 5 stars
    ·
    39 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Master Private Equity Basics: Analyze, Structure & Apply

    Skills you'll gain: Private Equity, Negotiation, Business Valuation, Investment Management, Mergers & Acquisitions, Financial Modeling, Due Diligence, Portfolio Management, Financial Analysis, Entrepreneurial Finance, Liquidation

    Mixed · Course · 1 - 4 Weeks

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

  • Introducción a la gestión ágil de proyectos: Tecnológico de Monterrey
  • Practical AI and prompting for finance professionals: AI Business School
  • Industrial Power Systems Analysis and Stability: L&T EduTech
  • Riesgos y oportunidades empresariales en una economía globalizada: IE Business School
  • Cisco CCNP Enterprise ENCOR (350-401): Packt
  • Mergers & Acquisitions: Analyze, Value & Execute: EDUCBA
  • Value-Based Care: Organizational Competencies: University of Houston
  • Build Intelligent Agents Using DeepSeek & N8N : Board Infinity
  • Master Class for Corporate Entrepreneurs: University of Maryland, College Park
  • Enhance Organizational Communications with Slack: Coursera

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