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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


  • Status: New
    New
    P

    Packt

    IT for Business: Digital Transformation Strategy

    Skills you'll gain: Technology Strategies, IT Management, Operational Efficiency, Contract Management, Information Technology, Business Transformation, Digital Transformation, Enterprise Architecture, Risk Management, Governance, Operational Analysis, Service Management, Technology Solutions, Business Strategy, Compliance Management, Service Design, Strategic Planning

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Prompt Engineering for ChatGPT

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, LLM Application, Productivity, OpenAI, AI Enablement, Generative AI, Artificial Intelligence, Large Language Modeling, Creativity, Problem Solving, Context Management, Verification And Validation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    7.4K reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Seeking Investment Alpha

    Skills you'll gain: Risk Analysis, Financial Analysis, Portfolio Risk, Return On Investment, Financial Services, Investment Management, Risk Management, Portfolio Management, Equities

    4.6
    Rating, 4.6 out of 5 stars
    ·
    104 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    U

    University of Virginia

    Managerial Accounting Fundamentals

    Skills you'll gain: Management Accounting, Cost Accounting, Operating Cost, Cost Benefit Analysis, Cost Management, Budget Management, Financial Accounting, Financial Data, Financial Analysis, Decision Making, Resource Allocation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    842 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    Generative AI for Project Managers

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Responsible AI, Google Gemini, Project Management, LLM Application, AI Enablement, Project Management Life Cycle, Case Studies, Prototyping, Team Oriented, Artificial Intelligence and Machine Learning (AI/ML), Artificial Intelligence, Project Documentation, AI Workflows, Deep Learning, Risk Management, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    11K reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Cape Town

    Fintech Startups in Emerging Markets

    Skills you'll gain: Design Thinking, Entrepreneurship, Business Modeling, Blockchain, Solution Design, Cryptography, Financial Regulations, FinTech, Financial Regulation, Business Planning, Emerging Technologies, Financial Systems, Video Production, Business Strategies, Market Opportunities, Business Strategy, Ledgers (Accounting), Mobile Banking, Banking, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    258 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    N

    Northeastern University

    Engineering Project Management Part 1

    Skills you'll gain: Engineering Management, Project Risk Management, Innovation, Risk Management, Project Management, Project Design, Project Management Life Cycle, Cost Management, Creativity, Planning, Organizational Structure, Project Planning, Creative Thinking, Budgeting, Work Breakdown Structure, Leadership and Management, Organizational Strategy, Agile Methodology, Resource Allocation

    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, Management Reporting, Budgeting, Accounting and Finance Software, Financial Accounting, Tax Returns, Data Import/Export, Inventory Management System, Order Management, Tax Management, Financial Statements, Tax, General Ledger, Inventory Accounting, Finance, Banking

    4.5
    Rating, 4.5 out of 5 stars
    ·
    246 reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

    Coursera

    Build Project Timelines with Confidence

    Skills you'll gain: Timelines, Project Schedules, Project Management, Milestones (Project Management), Project Coordination, Scheduling, Project Scoping, Project Management Software, Project Planning, Dependency Analysis, Stakeholder Communications

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Communication Protocols for Project Success

    Skills you'll gain: Communication Planning, Communication Strategies, Communication, Stakeholder Communications, Project Management Software, Business Communication, Strategic Communication, Project Documentation, Stakeholder Management, Expectation Management, Key Performance Indicators (KPIs), Performance Metric, Performance Reporting, Standard Operating Procedure, Performance Measurement, Service Level Agreement, Project Management Life Cycle, Process Improvement

    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
    U

    University of Illinois Urbana-Champaign

    Corporate Finance I: Measuring and Promoting Value Creation

    Skills you'll gain: Mergers & Acquisitions, Working Capital, Cash Management, Financial Analysis, Business Valuation, Financial Statement Analysis, Finance, Financial Management, Corporate Finance, Return On Investment, Capital Budgeting, Cash Flow Forecasting, Financial Accounting, Performance Measurement, Risk Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.2K reviews

    Beginner · Course · 1 - 3 Months

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1…404142…377

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

  • IT for Business: Digital Transformation Strategy: Packt
  • Prompt Engineering for ChatGPT: Vanderbilt University
  • Seeking Investment Alpha: Coursera
  • Managerial Accounting Fundamentals: University of Virginia
  • Generative AI for Project Managers: IBM
  • Fintech Startups in Emerging Markets: University of Cape Town
  • Engineering Project Management Part 1: Northeastern University
  • Tally Bookkeeper: Tally Education and Distribution Services Private Limited
  • Build Project Timelines with Confidence: Coursera
  • Communication Protocols for Project Success: Coursera

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