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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


  • C

    Commonwealth Education Trust

    Foundations of Teaching for Learning: Curriculum

    Skills you'll gain: Curriculum Development, Teaching, Education and Training, Instructional and Curriculum Design, Course Development, Instructional Strategies, Pedagogy, Student-Centred Learning, Collaboration, Learning Theory, Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    521 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    Manager of Managers: Coaching and Mentoring People Managers

    Skills you'll gain: Employee Coaching, Strategic Leadership, Succession Planning, Leadership Development, Leadership and Management, Mentorship, Coaching, Professional Development, People Management, Team Management, Decision Making, Performance Management, Organizational Strategy

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    American Council on Exercise

    Foundations of Effective Behavior Change Coaching

    Skills you'll gain: Health And Wellness Coaching, Motivational Interviewing, Goal Setting, Smart Goals, Coaching, Cognitive Behavioral Therapy, Problem Solving, Behavior Management, Patient Education And Counseling, Accountability, Active Listening, Stress Management, Communication Strategies, Empathy

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tally Education and Distribution Services Private Limited

    Tally Bookkeeper

    Skills you'll gain: Accounts Payable and Receivable, Accounting, Financial Reporting, Bookkeeping, Accounting Software, Accounting Records, Budgeting, Accounting and Finance Software, Financial Accounting, Tax Returns, Data Import/Export, Inventory Management System, Order Management, Tax Management, Financial Statements, Tax, General Ledger, Data Entry, Finance, Banking

    4.5
    Rating, 4.5 out of 5 stars
    ·
    260 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    A

    AI CERTs

    AI in Supply Chain

    Skills you'll gain: Supply Chain Management, Supply Chain, Supply Chain Systems, Transportation, Supply Chain, and Logistics, Generative AI Agents, Inventory Management System, AI Enablement, Generative AI, Supply Management, Demand Planning, Logistics, Warehousing, Data-Driven Decision-Making, Forecasting, Artificial Intelligence, Artificial Intelligence and Machine Learning (AI/ML), Predictive Analytics, Supplier Relationship Management, Automation, Real Time Data

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    Scaling No-Code Automation with Reflect

    Skills you'll gain: Test Case, Test Automation, Test Execution Engine, Regression Testing, CI/CD, API Testing, Continuous Integration, Continuous Deployment, No-Code Development, Test Planning, Test Data, Maintainability, Debugging, Scalability

    Advanced · Course · 1 - 4 Weeks

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

    EDUCBA

    Apply Personalized AI Coaching with ChatGPT

    Skills you'll gain: Prompt Engineering, ChatGPT, Responsible AI, AI Personalization, LLM Application, Ethical Standards And Conduct, Coaching, Constructive Feedback, Empathy, Emotional Intelligence

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Investments II: Lessons and Applications for Investors

    Skills you'll gain: Investments, Portfolio Management, Return On Investment, Performance Analysis, Finance, Equities, Behavioral Economics, Asset Management, Portfolio Risk, Tax Planning, Market Trend, Regression Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    884 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    University of Colorado Boulder

    Master of Engineering in Engineering Management

    Skills you'll gain: Prompt Engineering, User Story, New Product Development, Real-Time Operating Systems, Model Based Systems Engineering, Model Evaluation, Field-Programmable Gate Array (FPGA), Failure Analysis, Sustainable Business, Data Mining, Delegation Skills, Object Oriented Design, Sampling (Statistics), Proposal Writing, Supplier Management, Accountability, Data Ethics, Sustainability Reporting, Database Design, Sustainable Design

    Earn a degree

    Degree · 1 - 4 Years

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    People Analytics

    Skills you'll gain: People Analytics, Human Capital, Human Resource Strategy, Human Resources, Talent Management, Organizational Effectiveness, Workforce Management, Analytics, Performance Measurement, Employee Performance Management, Data-Driven Decision-Making, Performance Analysis, Network Analysis, Employee Retention, Performance Management, Collaboration, Data Analysis, Predictive Analytics

    4.6
    Rating, 4.6 out of 5 stars
    ·
    6.2K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Learn English: Advanced Academic Speaking and Listening

    Skills you'll gain: Verbal Communication Skills, Presentations, Public Speaking, Discussion Facilitation, Non-Verbal Communication, Oral Comprehension, English Language, Peer Review, Active Listening, Communication, Social Skills, Constructive Feedback, Interpersonal Communications, Persuasive Communication, Driving engagement, Student Engagement, Collaboration, Planning, Critical Thinking, Vocabulary

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.4K reviews

    Intermediate · Specialization · 3 - 6 Months

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

    Coursera

    Scrum: Understand Core Project Roles

    Skills you'll gain: Backlogs, Sprint Retrospectives, Agile Project Management, Sprint Planning, Agile Methodology, Team Building, Project Management, Team Management, Project Management Life Cycle, Cross-Functional Collaboration, Case Studies, Prioritization, Continuous Improvement Process, Product Development, Communication

    Beginner · Course · 1 - 4 Weeks

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

  • Foundations of Teaching for Learning: Curriculum: Commonwealth Education Trust
  • Manager of Managers: Coaching and Mentoring People Managers: Coursera
  • Foundations of Effective Behavior Change Coaching: American Council on Exercise
  • Tally Bookkeeper: Tally Education and Distribution Services Private Limited
  • AI in Supply Chain: AI CERTs
  • Scaling No-Code Automation with Reflect: Coursera
  • Apply Personalized AI Coaching with ChatGPT: EDUCBA
  • Investments II: Lessons and Applications for Investors: University of Illinois Urbana-Champaign
  • Master of Engineering in Engineering Management: University of Colorado Boulder
  • People Analytics: University of Pennsylvania

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