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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: Free Trial
    Free Trial
    S

    Scrimba

    Learn Python: 2

    Skills you'll gain: Python Programming, Programming Principles, Data Structures, Computer Programming, Computational Thinking, Web Development Tools, Web Development, Software Engineering

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    GenAI for Loan Officers: Revolutionizing Credit Scoring

    Skills you'll gain: Responsible AI, Loan Origination, Lending and Underwriting, Consumer Lending, Commercial Lending, Loan Documentation, Workflow Management, Generative AI, Regulatory Compliance, AI Enablement, Customer Communications Management, Credit Risk, AI Workflows, Document Management, Financial Services, Business Process Automation, AI Personalization

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    التسويق العضوي: مجموعات الفيسبوك للشركات الصغيرة

    Skills you'll gain: Target Audience, Target Market, Facebook, Customer Analysis, Social Media Marketing, Social Media Content, Business Marketing, Social Media, Content Creation, Business Planning, Drive Engagement

    4.5
    Rating, 4.5 out of 5 stars
    ·
    26 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    I

    Institut Mines-Télécom

    Data intelligence for businesses and managers

    Skills you'll gain: Data Governance, Digital Transformation, Data Modeling, Data Management, Data Strategy, General Data Protection Regulation (GDPR), Information Management, Data Literacy, Business Intelligence, Data Quality, Business Analytics, Data-Driven Decision-Making, Information Privacy, Data Analysis, Data Visualization, Big Data, Artificial Intelligence, Business Strategy

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    Edureka

    Agentic AI & No-Code Automation for Strategic HR

    Skills you'll gain: Human Resource Strategy, Human Resources, Responsible AI, AI Enablement, Miro AI, Data Ethics, Workflow Management, Employee Retention, Agentic Workflows, Talent Management, Succession Planning, Talent Acquisition, Talent Recruitment, Personally Identifiable Information, Automation, AI Personalization, Artificial Intelligence and Machine Learning (AI/ML), Digital Transformation, Performance Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Understanding the Campaign Components

    Skills you'll gain: Campaign Management, Strategic Communication, Advertising, Marketing Communications, Resource Allocation, Media Strategy, Brand Management, Earned Media, Communication Strategies, Owned Media, Public Relations, Shared Media, Key Performance Indicators (KPIs), Goal Setting, Target Audience, Research and Design, Research, Market Research

    4.4
    Rating, 4.4 out of 5 stars
    ·
    8 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    GenAI Summarization with Langchain: Summarize Text Documents

    Skills you'll gain: LangChain, LLM Application, Large Language Modeling, Prompt Engineering, Generative AI, OpenAI, Application Development, Web Applications, Python Programming, Web Development, User Interface (UI)

    3.4
    Rating, 3.4 out of 5 stars
    ·
    11 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Full-Stack Developer Capstone Project

    Skills you'll gain: ASP.NET, Restful API, Full-Stack Web Development, Cloud Deployment, Performance Tuning, Frontend Integration, .NET Framework, Application Programming Interface (API), Data Modeling, Development Environment, Cloud Applications, Object-Relational Mapping, Web Development, Software Development, Cloud Infrastructure, Web Applications, UI Components, Authentications, Application Development, Application Design

    4.9
    Rating, 4.9 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Digital Innovation: How to Build Digital Processes

    Skills you'll gain: Innovation, Digital Transformation, Digital Communications, Business Transformation, Data Storage, Fundraising and Crowdsourcing, Social Impact, Computational Thinking, Artificial Intelligence, Media Strategy, Information Privacy, Machine Learning

    4.4
    Rating, 4.4 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Automatic Data Processing, Inc. (ADP)

    A Consultative Approach to Working with Recruiters

    Skills you'll gain: Recruitment, Human Resources, Talent Management, Recruitment Strategies, Talent Acquisition, Consultative Approaches, Interviewing Skills, Coordination, Communication Strategies

    4.2
    Rating, 4.2 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Healthcare Innovation: Need/Opportunity Identification

    Skills you'll gain: Stakeholder Analysis, Decision Making, Innovation, Strategic Decision-Making, New Product Development, User Research, Organizational Strategy, Health Care Procedure and Regulation, Health Technology, Problem Solving, Process Analysis, Planning, Return On Investment

    Build toward a degree

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Helping Your Organization Manage Risk and Crisis

    Skills you'll gain: Crisis Management, Corporate Communications, Risk Management, Strategic Communication, Risk Analysis, Mitigation, Forecasting, Communication Strategies, Leadership Studies, Case Studies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Learn Python: 2: Scrimba
  • GenAI for Loan Officers: Revolutionizing Credit Scoring: Coursera
  • التسويق العضوي: مجموعات الفيسبوك للشركات الصغيرة: Coursera
  • Data intelligence for businesses and managers: Institut Mines-Télécom
  • Agentic AI & No-Code Automation for Strategic HR: Edureka
  • Understanding the Campaign Components: University of Colorado Boulder
  • GenAI Summarization with Langchain: Summarize Text Documents: Coursera
  • Full-Stack Developer Capstone Project: Microsoft
  • Digital Innovation: How to Build Digital Processes: University of California, Davis
  • A Consultative Approach to Working with Recruiters: Automatic Data Processing, Inc. (ADP)

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