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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

    Strategic Impact: A Leader's Planning Framework

    Skills you'll gain: Strategic Communication, Performance Measurement, Key Performance Indicators (KPIs), Communication Planning, Strategic Leadership, Employee Engagement, Business Planning, Strategic Planning, Dashboard, Meeting Facilitation, Goal Setting, Planning, Organizational Strategy, Discussion Facilitation, Stakeholder Engagement, Presentations, Business Strategy, Leadership Development, Team Building, Teamwork

    Intermediate · Course · 1 - 3 Months

  • C

    Coursera

    Program Procurement Planning with ClickUp

    Skills you'll gain: Program Management, Agile Methodology, Business Planning, Project Planning, Innovation, Diagram Design, Strategic Planning, Procurement, Workflow Management

    4.4
    Rating, 4.4 out of 5 stars
    ·
    17 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • C

    Coursera

    Program Communications Planning in ClickUp

    Skills you'll gain: Program Management, Communication Planning, Project Documentation, Project Management Software, Workflow Management, Diagram Design, Agile Methodology, Communication Strategies, Process Development

    4.4
    Rating, 4.4 out of 5 stars
    ·
    10 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Understanding Financial Statements: Company Position

    Skills you'll gain: Balance Sheet, Financial Statements, Financial Statement Analysis, Financial Reporting, Financial Accounting, Accounting, Equities, Asset Management, Accounts Receivable, Accounts Payable

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Project Planning and Execution Management

    Skills you'll gain: Project Schedules, Earned Value Management, Risk Analysis, Cost Estimation, Scheduling, Cost Management, Project Management, Project Planning, Project Estimation, Resource Allocation, Resource Management, Timelines, Risk Management, Budgeting, Performance Measurement, Dependency Analysis, Network Model

    4.8
    Rating, 4.8 out of 5 stars
    ·
    11 reviews

    Advanced · Course · 1 - 3 Months

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

    Creo Incubator

    Entrepreneurship: Financial Literacy & Fundraising Readiness

    Skills you'll gain: Entrepreneurial Finance, Business Strategy, Entrepreneurship, Financial Forecasting, Business Planning, Business Valuation, Fundraising, Mergers & Acquisitions, Financial Modeling, Finance, Financial Analysis, Cash Flow Forecasting, Presentations, Accounting, Investments, Business Metrics, Competitive Analysis, Value Propositions, Sales Presentations, Market Analysis

    Advanced · Course · 1 - 4 Weeks

  • Status: Free
    Free
    A

    Amazon Web Services

    Planning a Generative AI Project

    Skills you'll gain: Generative AI, AI Product Strategy, AI Enablement, Risking, Communication

    4.5
    Rating, 4.5 out of 5 stars
    ·
    155 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG-focused Financial Products

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Services, Investments, Portfolio Management, Financial Market, Capital Markets, Sustainable Business, Financial Analysis, Environmental Issue, Sustainability Reporting, Corporate Sustainability, Applied Machine Learning, Compliance Training, Market Dynamics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    15 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    A

    Alfaisal University | KLD

    الثقافة المالية | Financial Literacy

    Skills you'll gain: Cash Flows, Loans, Deposit Accounts, Financial Planning, Fraud detection, Banking Services, Budgeting, Financial Acumen, Financial Management, Personal Development, Banking, Expense Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    163 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Digital Marketing Institute

    Planning a Digital Marketing Strategy

    Skills you'll gain: Marketing Budgets, Data-Driven Decision-Making, Digital Marketing, Social Media Marketing, Marketing Channel, Data Ethics, Customer experience strategy (CX), Digital Media Strategy, Customer Analysis, Customer experience improvement, Cross-Channel Marketing, Marketing Automation, Marketing Strategy and Techniques, Strategic Marketing, Social Media Strategy, Digital Advertising, Business Analytics, Marketing Planning, Marketing Analytics, Strategic Thinking

    4.6
    Rating, 4.6 out of 5 stars
    ·
    10 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Understanding Financial Statements: Company Performance

    Skills you'll gain: Income Statement, Financial Statement Analysis, Financial Statements, Financial Analysis, Accounting, Cash Flows, Financial Reporting, Balance Sheet, Business Metrics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    790 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Project Management Foundations, Initiation, and Planning

    Skills you'll gain: Earned Value Management, Team Motivation, Project Management Institute (PMI) Methodology, Project Planning, Stakeholder Management, Team Leadership, Project Management, Project Management Life Cycle, Project Scoping, Project Documentation, Project Schedules, Meeting Facilitation, Agile Project Management, Stakeholder Analysis, Quality Management, Work Breakdown Structure, Risk Management, Cost Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    551 reviews

    Beginner · Course · 1 - 3 Months

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

  • Strategic Impact: A Leader's Planning Framework: Packt
  • Program Procurement Planning with ClickUp: Coursera
  • Program Communications Planning in ClickUp: Coursera
  • Understanding Financial Statements: Company Position: University of Illinois Urbana-Champaign
  • Project Planning and Execution Management: L&T EduTech
  • Entrepreneurship: Financial Literacy & Fundraising Readiness: Creo Incubator
  • Planning a Generative AI Project: Amazon Web Services
  • ESG-focused Financial Products: Interactive Brokers
  • الثقافة المالية | Financial Literacy: Alfaisal University | KLD
  • Planning a Digital Marketing Strategy: Digital Marketing Institute

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