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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
    E

    ESSEC Business School

    Hôtel “De l'étoile” - a hotel in crisis?

    Skills you'll gain: Revenue Management, Competitive Analysis, Stakeholder Communications, Hospitality Management, Hotel Operations, Financial Analysis, Strategic Planning, Presentations, Case Studies, Business Planning, Brand Management, Market Analysis, Profit and Loss (P&L) Management, Decision Making

    4.6
    Rating, 4.6 out of 5 stars
    ·
    113 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
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    E

    EDUCBA

    SEO Strategy: Analyze, Apply & Optimize

    Skills you'll gain: Search Engine Optimization, Target Audience, Web Analytics and SEO, Keyword Research, Market Opportunities, Business Strategy, Strategic Thinking, Competitive Analysis, Analysis, Auditing, Business Metrics

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Mastering Data Analysis in Excel

    Skills you'll gain: Predictive Modeling, Microsoft Excel, Classification Algorithms, Business Analytics, Logistic Regression, Data Analysis, Model Evaluation, Business Risk Management

    4.2
    Rating, 4.2 out of 5 stars
    ·
    3.9K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    C

    Council on Foreign Relations

    Global Affairs Explained: Managing the International System

    Skills you'll gain: International Finance, Policty Analysis, Research, and Development, Negotiation

    Beginner · Course · 1 - 3 Months

  • Status: New
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    L

    Logical Operations

    Employee Motivation and Performance Management

    Skills you'll gain: Employee Performance Management, Performance Appraisal, People Development, Performance Review, Employee Engagement, Performance Management, Communication, Goal Setting, Goal-Oriented, Performance Metric, Performance Measurement, Performance Analysis, Employee Onboarding, Performance Reporting, Active Listening, Motivational Interviewing, Job Analysis, Personal Development, Interviewing Skills, Job Evaluation

    Mixed · Course · 1 - 3 Months

  • Status: New
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    B

    Board Infinity

    Interviewer training for Hiring Managers

    Skills you'll gain: Interviewing Skills, Employee Training, Workplace inclusivity, Management Training And Development, Talent Recruitment, Training and Development, Diversity Awareness, Recruitment Strategies, Talent Acquisition, Talent Sourcing, Active Listening, Communication, Cultural Sensitivity

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Accounting for Mergers and Acquisitions: Foundations

    Skills you'll gain: Mergers & Acquisitions, Intercompany Accounting, Financial Accounting, Investments, Business Valuation, Accounting, Financial Statement Analysis, Financial Reporting, Consolidation, Business

    4.7
    Rating, 4.7 out of 5 stars
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    50 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    A

    Advancing Women in Tech

    Real-World Product Management

    Skills you'll gain: Product Roadmaps, Product Management, Customer Retention, Cross-Functional Team Leadership, Technical Product Management, Professional Networking, Financial Analysis, Product Strategy, Product Requirements, Engineering Management, Product Development, Product Lifecycle Management, New Product Development, Innovation, Team Leadership, Artificial Intelligence and Machine Learning (AI/ML), User Experience Design, Design, Performance Management, Interviewing Skills

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    930 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    Universitat Autònoma de Barcelona

    English for Teaching Purposes

    Skills you'll gain: Lecturing, English Language, Verbal Communication Skills, Higher Education, Language Learning, Professional Development, Collaboration, Vocabulary, Train The Trainer, Grammar

    4.7
    Rating, 4.7 out of 5 stars
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    631 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    I

    Interactive Brokers

    Derivatives - Options & Futures

    Skills you'll gain: Derivatives, Financial Trading, Financial Market, Risk Management, Market Analysis, Capital Markets, Portfolio Risk, Investments, Technical Analysis, Market Dynamics, Profit and Loss (P&L) Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    267 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Business Value Creation

    Skills you'll gain: Resource Allocation, Cash Flows, Financial Acumen, Business Valuation, Business Acumen, Cost Control, Return On Investment, Financial Analysis, Business Metrics, Growth Strategies, Business Strategy, Operational Efficiency, Expectation Management, Competitive Analysis, Strategic Decision-Making, Performance Analysis, Microsoft Excel

    4.8
    Rating, 4.8 out of 5 stars
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    133 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Create Compelling Business Cases

    Skills you'll gain: Risk Management, Proposal Writing, Business Ethics, Business Research, Business Writing, Return On Investment, Financial Analysis, Financial Acumen, Business Analysis, Decision Making

    3.3
    Rating, 3.3 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Hôtel “De l'étoile” - a hotel in crisis? : ESSEC Business School
  • SEO Strategy: Analyze, Apply & Optimize: EDUCBA
  • Mastering Data Analysis in Excel: Duke University
  • Global Affairs Explained: Managing the International System: Council on Foreign Relations
  • Employee Motivation and Performance Management: Logical Operations
  • Interviewer training for Hiring Managers: Board Infinity
  • Accounting for Mergers and Acquisitions: Foundations: University of Illinois Urbana-Champaign
  • Real-World Product Management: Advancing Women in Tech
  • English for Teaching Purposes: Universitat Autònoma de Barcelona
  • Derivatives - Options & Futures: Interactive Brokers

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