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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
    Free Trial
    I

    Interactive Brokers

    Derivatives - Options & Futures

    Skills you'll gain: Derivatives, Financial Trading, Financial Market, Risk Management, Market Analysis, Capital Markets, Portfolio Risk, Investments, Technical Analysis, Market Dynamics, Profit and Loss (P&L) Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    267 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    H

    HEC Paris

    Devenir entrepreneur du changement

    Skills you'll gain: Project Implementation, Social Impact, Entrepreneurship, Self-Awareness, Ideation, Personal Development, Empowerment, Sustainable Business, Visionary, Innovation, Proactivity, Creative Problem-Solving, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    628 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    P

    Packt

    Minimal APIs in ASP.NET 9

    Skills you'll gain: Middleware, ASP.NET, .NET Framework, Restful API, Application Programming Interface (API), C# (Programming Language), API Design, Databases, Performance Tuning, Data Persistence, Web Development, Microservices, Scalability, Development Environment, Web Applications, Unit Testing, Data Validation, Web Analytics, Application Security

    Intermediate · Course · 3 - 6 Months

  • Status: Preview
    Preview
    S

    Starweaver

    Fundamentals of Credit Analysis

    Skills you'll gain: Credit Risk, Financial Statement Analysis, Financial Statements, Financial Analysis, Lending and Underwriting, Risk Analysis, Analysis, Balance Sheet, Business Metrics, Loans, Risk Management, Cash Flows

    4.5
    Rating, 4.5 out of 5 stars
    ·
    33 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Valuación de empresas

    Skills you'll gain: Business Valuation, Mergers & Acquisitions, Cash Flows, Financial Modeling, Financial Analysis, Financial Statement Analysis, Financial Forecasting, Business Metrics, Return On Investment, Income Statement, Operational Efficiency

    4.7
    Rating, 4.7 out of 5 stars
    ·
    361 reviews

    Intermediate · Course · 1 - 3 Months

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

    Edureka

    Building Multi-Agent Systems using LangGraph and Autogen

    Skills you'll gain: AI Workflows, AI Orchestration, Agentic Workflows, Model Deployment, AI Security, Decision Making

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Managing Employee Performance

    Skills you'll gain: Performance Management, Performance Appraisal, Performance Review, Employee Performance Management, Constructive Feedback, People Management, Staff Management, Employee Engagement, Goal Setting, Culture

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.8K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    R

    Red Hat

    Python Programming with Red Hat

    Skills you'll gain: Object Oriented Programming (OOP), JSON, Python Programming, Debugging, Data Structures, Red Hat Enterprise Linux, Computer Programming, Statistical Programming, Web Development, Scripting, Scripting Languages, Development Environment, Text Mining, Software Installation

    Intermediate · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de Palermo

    Liderazgo, Motivación y Gestión de Recursos Humanos

    Skills you'll gain: Human Capital, Talent Management, Human Resource Strategy, Human Resources Management and Planning, Social Skills, Recruitment Strategies, Team Motivation, Employee Retention, Human Resources, Workforce Development, People Development, Team Building, Verbal Communication Skills, Teamwork, Leadership Development, Leadership, Emotional Intelligence, Communication, Recognizing Others, Professional Development

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.4K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    The Museum of Modern Art

    Teaching with Art: Using Inquiry, Activities, and Themes

    Skills you'll gain: Design Thinking, Art History, Liberal Arts, Lesson Planning, Literacy, Creative Thinking, Aesthetics, Learning Styles, Teaching, Learning Strategies, Social Studies, Empathy, Instructing, Emotional Intelligence, Creativity, Instructional Strategies, Student Engagement, Classroom Management, Curriculum Planning, Self-Awareness

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.1K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Gestión de Proyectos

    Skills you'll gain: Agile Project Management, Project Management Life Cycle, Negotiation, Team Management, Project Risk Management, Agile Methodology, Resource Allocation, Emotional Intelligence, Project Planning, Team Building, Leadership, Resource Management, Risk Analysis, Project Management Institute (PMI) Methodology, Project Management, Leadership and Management, Project Schedules, Project Scoping, Coordination, Sprint Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Packt

    Intermediate Web Development and Backend Basics

    Skills you'll gain: PHP (Scripting Language), MySQL, WordPress, Web Applications, Application Programming Interface (API), Web Development, Content Management Systems, Restful API, DevOps, Linux, Full-Stack Web Development, Data Store, Command-Line Interface, Back-End Web Development, Server Side, Secure Coding, Scripting, Database Management, SQL, Javascript

    Intermediate · Course · 1 - 3 Months

1…727374…377

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

  • Derivatives - Options & Futures: Interactive Brokers
  • Devenir entrepreneur du changement: HEC Paris
  • Minimal APIs in ASP.NET 9: Packt
  • Fundamentals of Credit Analysis : Starweaver
  • Valuación de empresas : Universidad Nacional Autónoma de México
  • Building Multi-Agent Systems using LangGraph and Autogen: Edureka
  • Managing Employee Performance: University of Minnesota
  • Python Programming with Red Hat: Red Hat
  • Liderazgo, Motivación y Gestión de Recursos Humanos: Universidad de Palermo
  • Teaching with Art: Using Inquiry, Activities, and Themes: The Museum of Modern Art

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