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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
    U

    University of Colorado Boulder

    SEL Capstone

    Skills you'll gain: Adult Education, Syllabus Development, Teaching, Training Programs, Curriculum Planning, Professional Development, Emotional Intelligence, Higher Education, Program Evaluation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    62 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Inside BFSI: Structure, Challenges, and Technology

    Skills you'll gain: Financial Services, Banking, Customer experience strategy (CX), Regulatory Requirements, Market Intelligence, FinTech, Risk Management, Digital Transformation, Mobile Banking, Fraud detection, Cybersecurity, Emerging Technologies, Blockchain, Artificial Intelligence and Machine Learning (AI/ML), Corporate Sustainability

    4.6
    Rating, 4.6 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    ASQ-Certified Six Sigma Green Belt (CSSGB) Exam Prep

    Skills you'll gain: Exploratory Data Analysis, Statistical Process Controls, Six Sigma Methodology, Lean Methodologies, Statistical Hypothesis Testing, Process Capability, Statistical Analysis, Data Analysis, Continuous Improvement Process, Project Management, Statistics, Work Breakdown Structure, Lean Six Sigma, Operational Excellence, Process Analysis, Quality Improvement, Data Collection, Process Improvement, Stakeholder Management, Quality Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    56 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Use Tableau for Your Data Science Workflow

    Skills you'll gain: Data Storytelling, Dashboard, Data Presentation, Data Visualization Software, Interactive Data Visualization, Statistical Visualization, Plot (Graphics), Tableau Software, Data Ethics, Exploratory Data Analysis, Scatter Plots, Descriptive Statistics, Heat Maps, Data Analysis, Descriptive Analytics, Geospatial Information and Technology, Histogram, Analytical Skills, Application Deployment, Network Analysis

    3.9
    Rating, 3.9 out of 5 stars
    ·
    30 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Meta

    Advanced Data Modeling

    Skills you'll gain: MySQL Workbench, Extract, Transform, Load, Data Modeling, Database Design, MySQL, Data Warehousing, Database Management, Databases, Relational Databases, Database Architecture and Administration, Advanced Analytics, Data Analysis, Data Visualization Software

    4.3
    Rating, 4.3 out of 5 stars
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    106 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    Introduction to Value Investing

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Income Statement, Balance Sheet, Return On Investment, Business Metrics, Business Valuation, Annual Reports, Competitive Analysis, Quality Assessment, Business Research, Risk Analysis, Investments, Key Performance Indicators (KPIs), Investment Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Data Privacy, Security, Governance, Risk and Compliance

    Skills you'll gain: Data Security, Data Governance, Data Architecture, Data Quality, Personally Identifiable Information, Incident Response, Security Controls, Information Privacy, Threat Detection, Law, Regulation, and Compliance, Risk Management, Cybersecurity, Compliance Management, Encryption, Data Integrity

    4.4
    Rating, 4.4 out of 5 stars
    ·
    36 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Annual Campaigns: Building a Case for Support

    Skills you'll gain: Fundraising, Campaign Management, Direct Marketing, Customer Relationship Building, Target Audience, Email Marketing, Telemarketing, Lead Generation, Event Management, Data-Driven Decision-Making, Communication Strategies

    4.2
    Rating, 4.2 out of 5 stars
    ·
    51 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidades Anáhuac

    Conociendo Costos

    Skills you'll gain: Cost Accounting, Cost Management, Purchasing, Management Accounting, Production Process, Inventory Management System, Accounting, Financial Analysis, Variance Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Generative AI: A Game Changer for Program Managers

    Skills you'll gain: Responsible AI, Program Management, Generative AI Agents, Data Ethics, Risk Management, Stakeholder Engagement, AI Enablement, Project Management Institute (PMI) Methodology, Stakeholder Analysis, Generative AI, Strategic Decision-Making, Business Risk Management, Stakeholder Management, Product Lifecycle Management, Governance, Benefits Administration

    4.8
    Rating, 4.8 out of 5 stars
    ·
    27 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Unleashing the Impact of your Social Enterprise

    Skills you'll gain: Social Impact, Growth Strategies, Marketing Communications, Sustainable Development, Business Planning, Communication Strategies, Strategic Partnership, Entrepreneurship, Performance Measurement, Innovation, Franchising

    4.6
    Rating, 4.6 out of 5 stars
    ·
    80 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Legal Foundations for Entrepreneurs

    Skills you'll gain: Intellectual Property, Law, Regulation, and Compliance, Entrepreneurship, Business, Commercial Laws, Labor Law, Business Management, Contract Management, Staff Management, New Business Development, Organizational Structure, Corporate Tax

    4.8
    Rating, 4.8 out of 5 stars
    ·
    83 reviews

    Beginner · Course · 1 - 3 Months

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

  • SEL Capstone: University of Colorado Boulder
  • Inside BFSI: Structure, Challenges, and Technology: Board Infinity
  • ASQ-Certified Six Sigma Green Belt (CSSGB) Exam Prep: SkillUp
  • Use Tableau for Your Data Science Workflow: University of California, Irvine
  • Advanced Data Modeling: Meta
  • Introduction to Value Investing: Interactive Brokers
  • Data Privacy, Security, Governance, Risk and Compliance: SkillUp
  • Annual Campaigns: Building a Case for Support: University of California, Davis
  • Conociendo Costos: Universidades Anáhuac
  • Generative AI: A Game Changer for Program Managers: SkillUp

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