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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: New
    New
    Status: Preview
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    E

    EDUCBA

    Equity Capital Markets: Analyze & Forecast IPOs

    Skills you'll gain: Equities, Capital Markets, Investment Banking, Business Valuation, Financial Modeling, Global Marketing, Market Share, Financial Forecasting, Financial Analysis, Market Dynamics, Financial Statements, International Finance, Financial Regulations, Underwriting, Fundraising

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    B

    Banco Interamericano de Desarrollo

    PM4R Agile: 5 pasos para gestión híbrida de proyectos

    Skills you'll gain: Agile Methodology, Agile Project Management, Prioritization, Project Implementation, Project Management Life Cycle, Project Planning, Project Management, Kanban Principles, Stakeholder Engagement

    5
    Rating, 5 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Take your resume to the next level with Canva

    Skills you'll gain: Canva (Software), Graphic Design, Graphic and Visual Design, Design, Visual Design, Layout Design, Entrepreneurship, Critical Thinking

    4.2
    Rating, 4.2 out of 5 stars
    ·
    20 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    Universidad Tecnológica Centroamericana

    Metodologías activas para el aprendizaje

    Skills you'll gain: Teaching, Instructional Strategies, Digital pedagogy, Course Development, Business Strategies, Interactive Learning, Pedagogy, Business, Education Software and Technology, Student Engagement, Business Planning, Curriculum Planning, Student-Centred Learning, Classroom Management, Entrepreneurship, Learning Management Systems, Instructing, Instructional and Curriculum Design, Lesson Planning, Project Design

    4.6
    Rating, 4.6 out of 5 stars
    ·
    27 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
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    P

    Pontificia Universidad Católica del Perú

    Gestión de la Diversidad, Equidad, Inclusión y Pertenencia

    Skills you'll gain: Diversity Equity and Inclusion Initiatives, Diversity Awareness, Diversity and Inclusion, Cultural Diversity, Workplace inclusivity, Social Justice, Human Resources, Intercultural Competence, Disabilities, Communication Strategies, Vulnerability

    4.8
    Rating, 4.8 out of 5 stars
    ·
    45 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica del Perú

    Relación entre Branding y Marketing

    Skills you'll gain: Brand Management, Marketing, Strategic Marketing, Marketing Strategies, Marketing Planning, Branding, Value Propositions, Brand Strategy, Business Strategy, Consumer Behaviour, Market Analysis, Digital Marketing

    4.9
    Rating, 4.9 out of 5 stars
    ·
    20 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Azure Networking Fundamentals

    Skills you'll gain: Network Architecture, Network Monitoring, Load Balancing, Network Planning And Design, Virtual Networking, Microsoft Azure, Network Troubleshooting, Network Infrastructure, Network Administration, Scalability, Network Security, Computer Networking, Firewall, Virtual Private Networks (VPN), Network Routing, Virtual Machines

    4.4
    Rating, 4.4 out of 5 stars
    ·
    36 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Crafting Strategies for Innovation Initiatives for Corporate Entrepreneurs

    Skills you'll gain: Innovation, Internal Auditing, Corporate Strategy, Overcoming Objections, Organizational Structure, Organizational Change, Entrepreneurship, Culture Transformation, New Business Development, Business Strategy

    4.2
    Rating, 4.2 out of 5 stars
    ·
    29 reviews

    Beginner · Course · 1 - 4 Weeks

  • G

    Google Cloud

    Creating a Streaming Data Pipeline With Apache Kafka

    Skills you'll gain: Apache Kafka, Data Pipelines, Google Cloud Platform, Java, Public Cloud, Cloud API, Network Analysis

    3.8
    Rating, 3.8 out of 5 stars
    ·
    27 reviews

    Beginner · Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    L

    LearnQuest

    Capstone Project: Predicting Safety Stock

    Skills you'll gain: Model Evaluation, Time Series Analysis and Forecasting, Feature Engineering, Inventory Management System, Demand Planning, Matplotlib, Inventory Control, Predictive Modeling, Forecasting, Exploratory Data Analysis, Pandas (Python Package), Data Analysis, Product Knowledge, Statistical Modeling, Data Manipulation, Machine Learning

    3.9
    Rating, 3.9 out of 5 stars
    ·
    10 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Strategic and Inclusive Leadership

    Skills you'll gain: Crisis Management, Workplace inclusivity, Professional Development, Team Leadership, Diversity and Inclusion, Leadership Development, Strategic Leadership, Leadership, Leadership and Management, Organizational Strategy, Organizational Leadership, Initiative and Leadership, People Development, Business Leadership, Personal Development, Team Building, Resilience, Planning, Strategic Thinking, Adaptability

    4.8
    Rating, 4.8 out of 5 stars
    ·
    11 reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Coursera

    Create a Business proposal with Visme for businesses

    Skills you'll gain: Proposal Writing, Business Writing, Proposal Development, Sales Presentation, Sales Presentations, Presentations, Value Propositions, Data Visualization, Company, Product, and Service Knowledge, Content Creation, Business Strategy, Entrepreneurship

    3.6
    Rating, 3.6 out of 5 stars
    ·
    11 reviews

    Beginner · Guided Project · Less Than 2 Hours

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

  • Equity Capital Markets: Analyze & Forecast IPOs: EDUCBA
  • PM4R Agile: 5 pasos para gestión híbrida de proyectos: Banco Interamericano de Desarrollo
  • Take your resume to the next level with Canva: Coursera
  • Metodologías activas para el aprendizaje: Universidad Tecnológica Centroamericana
  • Gestión de la Diversidad, Equidad, Inclusión y Pertenencia: Pontificia Universidad Católica del Perú
  • Relación entre Branding y Marketing: Pontificia Universidad Católica del Perú
  • Azure Networking Fundamentals: EDUCBA
  • Crafting Strategies for Innovation Initiatives for Corporate Entrepreneurs: University of Maryland, College Park
  • Creating a Streaming Data Pipeline With Apache Kafka: Google Cloud
  • Capstone Project: Predicting Safety Stock : LearnQuest

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