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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
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    SoFi

    Managing Debt

    Skills you'll gain: Mortgage Loans, Loans, Consumer Lending, Credit Risk, Financial Planning, Budget Management, Cost Benefit Analysis, Goal Setting, Consolidation, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    27 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    P

    Packt

    The Power of the Agile Business Analyst

    Skills you'll gain: Agile Methodology, User Story, Agile Software Development, Business Analysis, Sprint Retrospectives, Agile Project Management, Agile Product Development, Team Building, Process Design, Scrum (Software Development), Risk Management, Business Requirements, User Acceptance Testing (UAT), Business Valuation, Requirements Analysis, Project Management, Prioritization

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Modeling Risk and Realities

    Skills you'll gain: Risk Management, Mathematical Modeling, Predictive Modeling, Risk Analysis, Simulation and Simulation Software, Operations Research, Probability Distribution, Data-Driven Decision-Making, Statistical Hypothesis Testing, Statistical Analysis, Microsoft Excel, Spreadsheet Software

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.2K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Institute for the Future

    Futures Thinking

    Skills you'll gain: Forecasting, Visionary, Innovation, Proactivity, Strategic Thinking, Strategic Planning, Cognitive flexibility, Creative Thinking, Action Oriented, Simulations, Optimism, Planning, Community Organizing, Creativity, Social Impact, Systems Thinking, Virtual Reality, Responsible AI, Trend Analysis, Brainstorming

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.9K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    T

    Technical University of Denmark (DTU)

    Global Environmental Management

    Skills you'll gain: Water Resource Management, Energy and Utilities, Environmental Engineering, Stormwater Management, Environment and Resource Management, Sustainable Technologies, Civil Engineering, Environmental Management Systems, Water Quality, Land Management, Sustainable Development, Cultural Sensitivity, Climate Change Adaptation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.2K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Introduction to Healthcare Management

    Skills you'll gain: Health Care Administration, Community Health, Public Health, Human Resources Management and Planning, Health Systems, Electronic Medical Record, Financial Management, Marketing Communications, Quality Improvement, Health Care, Health Policy, Organizational Leadership, Continuous Improvement Process, Teamwork, Fundraising, Performance Measurement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    93 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
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    Packt

    Developing an Experimenter's Mindset for Business

    Skills you'll gain: Innovation, User Feedback, Growth Mindedness, Resilience, Adaptability, Open Mindset, Entrepreneurship, Creative Problem-Solving, Strategic Thinking, Lifelong Learning, Market Research, Sustainable Business, Continuous Improvement Process, Business, Data-Driven Decision-Making

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
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    I

    ISSA (International Sports Sciences Association)

    GLP-1 Medication Support Course for Fitness Professionals

    Skills you'll gain: Patient Communication, Medical Support, Patient Education And Counseling, Mental and Behavioral Health, Medical Prescription, Health And Wellness Coaching, Exercise Science, Healthcare Ethics, Collaboration, Athletic Training, Rehabilitation, Medication Therapy Management, Health Care, Nutrition and Diet, Health Assessment, Nutrition Education, Coaching, Health Education, Nutritional Assessment, Human Development

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Introduction to Software Testing

    Skills you'll gain: Software Testing, JUnit, Verification And Validation, Unit Testing, System Testing, Test Case, Test Automation, Development Testing, Test Planning, White-Box Testing, Code Coverage, Software Quality Assurance, Functional Testing, Test Data

    4.3
    Rating, 4.3 out of 5 stars
    ·
    815 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI for Leaders

    Skills you'll gain: Succession Planning, Business Writing, Generative AI, Leadership, Meeting Facilitation, Organizational Leadership, AI Enablement, Business Leadership, Proposal Writing, Thought Leadership, Prompt Engineering, Human Resource Strategy, Business Transformation, Artificial Intelligence, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    618 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    LearnQuest

    Core Java

    Skills you'll gain: Java Programming, Java, File I/O, Eclipse (Software), Object Oriented Programming (OOP), Object Oriented Design, Integrated Development Environments, Development Environment, Software Design, Computer Programming, Application Frameworks, Programming Principles, Virtual Machines, Web Development, Debugging, Data Persistence, Package and Software Management, Data Structures

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.8K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Pennsylvania

    English for Science, Technology, Engineering, and Mathematics

    Skills you'll gain: Research, Vocabulary, Climate Change Adaptation, Literacy, English Language, Environment, Sustainable Technologies, Environmental Science, Grammar, Emerging Technologies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.9K reviews

    Beginner · Course · 1 - 3 Months

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

  • Managing Debt: SoFi
  • The Power of the Agile Business Analyst: Packt
  • Modeling Risk and Realities: University of Pennsylvania
  • Futures Thinking: Institute for the Future
  • Global Environmental Management: Technical University of Denmark (DTU)
  • Introduction to Healthcare Management: University of Michigan
  • Developing an Experimenter's Mindset for Business: Packt
  • GLP-1 Medication Support Course for Fitness Professionals: ISSA (International Sports Sciences Association)
  • Introduction to Software Testing: University of Minnesota
  • Generative AI for Leaders: Vanderbilt University

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