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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: New
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    LearnKartS

    Certified Associate in Project Management Prep

    Skills you'll gain: Project Closure, Agile Project Management, Product Roadmaps, Project Management, Agile Software Development, Backlogs, Procurement, Stakeholder Management, Scope Management, Project Management Life Cycle, Agile Methodology, Project Controls, Project Risk Management, Project Planning, Project Schedules, Project Scoping, Project Estimation, Project Implementation, Waterfall Methodology, Project Performance

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    D

    Duke University

    FinTech Law and Policy

    Skills you'll gain: FinTech, Financial Regulation, Financial Services, Payment Systems, Bank Regulations, Lending and Underwriting, Banking Services, Blockchain, Law, Regulation, and Compliance, Financial Data, Digital Assets

    4.8
    Rating, 4.8 out of 5 stars
    ·
    885 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    New York Institute of Finance

    Market Risk Management: Frameworks & Strategies

    Skills you'll gain: Portfolio Risk, Risk Management, Financial Market, Derivatives, Risk Management Framework, Portfolio Management, Risk Analysis, Market Data, Equities, Capital Markets, Estimation, Financial Modeling, Statistical Analysis, Probability & Statistics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    201 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
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    Coursera

    Measure ML Impact & Business Value

    Skills you'll gain: Experimentation, Business Metrics, Data Storytelling, Return On Investment, Model Evaluation, Dashboard, Performance Measurement, Business Valuation, Key Performance Indicators (KPIs), A/B Testing, Performance Analysis, Analysis, Product Management, Machine Learning, Financial Analysis, Business, Stakeholder Communications, Sample Size Determination, Power Electronics

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    E

    Erasmus University Rotterdam

    Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital

    Skills you'll gain: Strategic Decision-Making, Business Valuation, Private Equity, Mergers & Acquisitions, Game Theory, Strategic Thinking, Financial Analysis, Business Strategy, Return On Investment, Investment Banking, Cash Flows, Corporate Finance, Competitive Analysis

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
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    1.4K reviews

    Advanced · Course · 1 - 3 Months

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    Meta

    Meta Web Development Fundamentals

    Skills you'll gain: Django (Web Framework), Responsive Web Design, Cascading Style Sheets (CSS), HTML and CSS, Back-End Web Development, Relational Databases, Object Oriented Programming (OOP), Database Management Systems, Bootstrap (Front-End Framework), SQL, Database Design, Databases, Front-End Web Development, Database Administration, Unit Testing, MySQL, Web Development, Computer Programming, Pseudocode, Communication

    4.7
    Rating, 4.7 out of 5 stars
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    17K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    U

    Unilever

    Supply Chain Management and Analytics

    Skills you'll gain: Supply Chain, Demand Planning, Supply Chain Management, Supply Chain Planning, Process Improvement, Capacity Planning, Logistics Management, Sustainable Business, Analytics, Corporate Sustainability, Scheduling, Inventory Management System, Forecasting, Data Analysis, Security Management, Expense Management, Operating Expense, Risk Management, Data Visualization, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    520 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Inventory Analytics

    Skills you'll gain: Inventory Control, Materials Management, Supply Chain, Financial Statement Analysis, Data Analysis, Case Studies, Competitive Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    262 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Iniciación y Planificación de Proyectos

    Skills you'll gain: Project Scoping, Stakeholder Management, Stakeholder Engagement, Work Breakdown Structure, Stakeholder Analysis, Project Planning, Planning, Project Management, Requirements Management, Project Management Life Cycle, Project Coordination, Influencing, Conflict Management, Leadership

    4.7
    Rating, 4.7 out of 5 stars
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    4.6K reviews

    Mixed · Course · 1 - 4 Weeks

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    Coursera

    Highlight Data with Excel Conditional Formatting

    Skills you'll gain: Microsoft Excel, Dashboard, Data Visualization, Spreadsheet Software, Data Presentation, Excel Formulas, Stakeholder Communications, Project Coordination, Project Management, Technical Communication, Operational Efficiency, Project Planning, Prioritization, Data-Driven Decision-Making, Scheduling, Performance Analysis, Automation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Decentralized Finance (DeFi) Infrastructure

    Skills you'll gain: Blockchain, FinTech, Interoperability, Payment Systems, Financial Inclusion, Emerging Technologies, Financial Systems, Cryptography, Digital Assets, Financial Regulation, Banking, Transaction Processing, Data Integrity, Computer Security, Governance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.5K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM Business Intelligence (BI) Analyst

    Skills you'll gain: Data Storytelling, Dashboard, Data Presentation, Data Visualization, Database Design, MySQL, Presentations, Descriptive Statistics, Extract, Transform, Load, Business Intelligence, Data Visualization Software, IBM DB2, Tableau Software, Relational Databases, Star Schema, IBM Cognos Analytics, Interactive Data Visualization, Microsoft SQL Servers, Regression Analysis, Excel Formulas

    4.7
    Rating, 4.7 out of 5 stars
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    15K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Certified Associate in Project Management Prep: LearnKartS
  • FinTech Law and Policy: Duke University
  • Market Risk Management: Frameworks & Strategies: New York Institute of Finance
  • Measure ML Impact & Business Value: Coursera
  • Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital: Erasmus University Rotterdam
  • Meta Web Development Fundamentals: Meta
  • Supply Chain Management and Analytics: Unilever
  • Inventory Analytics: Rutgers the State University of New Jersey
  • Iniciación y Planificación de Proyectos: Tecnológico de Monterrey
  • Highlight Data with Excel Conditional Formatting: Coursera

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