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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


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    Pontificia Universidad Católica del Perú

    Fundamentos del Modelo de Negocio Canvas

    Skills you'll gain: Business Modeling, Strategic Partnership, Business Strategy, Value Propositions, Entrepreneurship, Market Opportunities, Customer Analysis, Business Process, Business Development, Target Market, Customer Relationship Management, Revenue Management, Resource Management, Cost Accounting

    4.8
    Rating, 4.8 out of 5 stars
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    245 reviews

    Beginner · Course · 1 - 3 Months

  • I

    Illinois Tech

    Digital Transformation

    Skills you'll gain: Digital Transformation, Business Transformation, Operational Excellence, Innovation, Operational Efficiency, Customer experience strategy (CX), Technology Strategies, Strategic Leadership, Data-Driven Decision-Making, Business Leadership, Organizational Strategy, Business Strategy, Risk Management, Change Management, Emerging Technologies, Governance

    Build toward a degree

    4.4
    Rating, 4.4 out of 5 stars
    ·
    25 reviews

    Beginner · Course · 1 - 3 Months

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    Institute for the Future

    Life After COVID-19: Get Ready for our Post-Pandemic Future

    Skills you'll gain: Organizational Leadership, Visionary, Crisis Management, Forecasting, Business Continuity Planning, Resilience, Risk Analysis, Adaptability, Systems Thinking, Social Impact, Strategic Thinking, Innovation, Change Management, Trend Analysis, Social Justice

    4.8
    Rating, 4.8 out of 5 stars
    ·
    55 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Musician’s Professional Toolbox: Your Portfolio Career

    Skills you'll gain: Productivity, Brand Strategy, Market Research, Professional Networking, Time Management, Branding, Target Audience, Business Modeling, Social Media, Prioritization, Competitive Analysis, Photo/Video Production and Technology, Promotional Materials, Goal Setting, Business Strategy, Marketing Materials, Business Planning, Recruitment, Presentations, Marketing

    4.9
    Rating, 4.9 out of 5 stars
    ·
    16 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Anti-Racism III

    Skills you'll gain: Community Outreach, Social Justice, Diversity Awareness, Overcoming Obstacles, Advocacy, Community Development, Empowerment, Action Oriented, Persistence, Self-Awareness, Planning

    5
    Rating, 5 out of 5 stars
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    15 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    I

    IBM

    IBM Data Topology

    Skills you'll gain: Multi-Cloud, Data Architecture, Data Flow Diagrams (DFDs), Multi-Tenant Cloud Environments, Dataflow, Data Management, Regulatory Compliance, Information Architecture, Data Infrastructure, AI Enablement, Data Integration, Data Strategy, Data Science, Strategic Planning

    4.6
    Rating, 4.6 out of 5 stars
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    35 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    PwC India

    GST - when, where, who and how much?

    Skills you'll gain: Tax Preparation, Accounting, Tax Management, Sales Tax, Income Tax, Tax, Tax Laws, Tax Compliance, Regulatory Compliance, Problem Solving

    4.3
    Rating, 4.3 out of 5 stars
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    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
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    A

    AI Business School

    AI for Marketing

    Skills you'll gain: Prompt Engineering, Agentic Workflows, Agentic systems, Generative AI, No-Code Development, Responsible AI, Risk Management, Generative AI Agents, AI Personalization, AI Enablement, Marketing Automation, AI Product Strategy, Project Design, Training Programs, LLM Application, Digital Transformation, Artificial Intelligence, Ideation, Innovation, Productivity

    Beginner · Specialization · 1 - 3 Months

  • G

    Google Cloud

    Streaming HL7 to FHIR Data with Healthcare API

    Skills you'll gain: Google Cloud Platform, Cloud API, Health Informatics, Data Import/Export, Data Mapping, Health Care, Health Information Management, Data Store, Web Development

    3.4
    Rating, 3.4 out of 5 stars
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    14 reviews

    Intermediate · Project · Less Than 2 Hours

  • Status: Free
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    Amazon Web Services

    Building a Generative AI-Ready Organization

    Skills you'll gain: AI Enablement, AI Product Strategy, Generative AI Agents, Strategic Thinking, Data-Driven Decision-Making, Competitive Intelligence, Decision Making, Innovation, Operational Efficiency, Strategic Planning, Technology Strategies, Thought Leadership, Program Implementation, Project Implementation, Technology Solutions

    4.5
    Rating, 4.5 out of 5 stars
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    93 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Google Calendar en Español

    Skills you'll gain: Calendar Management, Google Workspace, Setting Appointments, Event Management, Coordinating, Scheduling, Collaborative Software, Data Sharing

    4.6
    Rating, 4.6 out of 5 stars
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    58 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Starweaver

    Credit Analysis in Action: Economic and Industry Essentials

    Skills you'll gain: Credit Risk, Loans, Environmental Social And Corporate Governance (ESG), Bank Regulations, Risk Management, Derivatives, Financial Analysis, Risk Analysis, Financial Statement Analysis, Investment Management, Financial Market, Portfolio Management, Financial Modeling, Compliance Management, Business Valuation, Economics, Business Modeling, Structural Analysis

    Intermediate · Course · 1 - 3 Months

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

  • Fundamentos del Modelo de Negocio Canvas: Pontificia Universidad Católica del Perú
  • Digital Transformation: Illinois Tech
  • Life After COVID-19: Get Ready for our Post-Pandemic Future: Institute for the Future
  • Musician’s Professional Toolbox: Your Portfolio Career: University of Colorado Boulder
  • Anti-Racism III: University of Colorado Boulder
  • IBM Data Topology: IBM
  • GST - when, where, who and how much?: PwC India
  • AI for Marketing: AI Business School
  • Streaming HL7 to FHIR Data with Healthcare API: Google Cloud
  • Building a Generative AI-Ready Organization: Amazon Web Services

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