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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


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    C

    Caltech

    Pricing Options with Mathematical Models

    Skills you'll gain: Derivatives, Financial Market, Securities (Finance), Finance, Risk Modeling, Mathematical Modeling, Financial Modeling, Risk Management, Portfolio Management, Probability, Advanced Mathematics, Differential Equations, Applied Mathematics, Calculus

    4.7
    Rating, 4.7 out of 5 stars
    ·
    38 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Term-Structure and Credit Derivatives

    Skills you'll gain: Derivatives, Mortgage Loans, Securities (Finance), Credit Risk, Financial Modeling, Risk Modeling, Financial Market, Mathematical Modeling, Securities Trading, Applied Mathematics, Investment Banking, Microsoft Excel, Risk Analysis, Cash Flows, Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    63 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Washington

    Business English Communication Skills

    Skills you'll gain: Negotiation, Proposal Writing, Presentations, Sales Presentation, Verbal Communication Skills, Persuasive Communication, Event Planning, Peer Review, Business Communication, Business Writing, Taking Meeting Minutes, Public Speaking, Business Planning, Microsoft PowerPoint, Meeting Facilitation, Business Correspondence, Professional Networking, Data Visualization, English Language, Setting Appointments

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.9K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Managing Project Risks and Changes

    Skills you'll gain: Project Performance, Communication Planning, Change Control, Project Management, Risk Analysis, Risk Management, Scope Management, Change Management, Project Documentation, Project Closure, Stakeholder Communications

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.3K reviews

    Mixed · Course · 1 - 3 Months

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

    Cisco Learning and Certifications

    Overview of Important Protocols

    Skills you'll gain: Network Protocols, Network Troubleshooting, Network Planning And Design, Network Routing, TCP/IP, Computer Networking, Dynamic Host Configuration Protocol (DHCP), Network Routers, Network Security, Local Area Networks, Network Switches, File Transfer Protocol (FTP)

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    PwC

    Problem Solving with Excel

    Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Spreadsheet Software, Data Validation, Complex Problem Solving, Data Analysis Software, Data Entry, Data Analysis, Statistical Analysis, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    5.5K reviews

    Beginner · Course · 1 - 4 Weeks

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

    Edureka

    Generative AI for Customer Service Automation

    Skills you'll gain: Miro AI, Customer Engagement, Responsible AI, AI Product Strategy, No-Code Development, Customer experience improvement, Email Automation, Customer Service, Customer Analysis, Automation, Generative AI, Customer Data Management, Customer Communications Management, Customer Relationship Management (CRM) Software, Customer Support, Workflow Management, Artificial Intelligence, Customer and Client Support, Agentic systems, Ethical Standards And Conduct

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Trabaja inteligentemente, no más duro: Gestión del tiempo para la productividad personal y profesional

    Skills you'll gain: Time Management, Scheduling, Goal Setting, Prioritization, Productivity, Delegation Skills, Personal Development, Organizational Skills, Planning, Self-Awareness, Overcoming Obstacles, Expectation Management, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.8K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Wharton Business Foundations Capstone

    Skills you'll gain: Peer Review, Project Design, Business, Analysis, Business Planning, Marketing Strategy and Techniques, Marketing, Business Analysis, Competitive Analysis, Strategic Thinking, Constructive Feedback, Business Strategy, Accounting, Report Writing, Finance, Financial Accounting

    4.6
    Rating, 4.6 out of 5 stars
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    406 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Berklee

    The DIY Musician

    Skills you'll gain: Fundraising and Crowdsourcing, Music Theory, Musical Composition, Music, Peer Review, Brand Strategy, Professional Networking, Social Media, Branding, Sustainable Business, Music Performance, Leadership, Media Production, Campaign Management, Instrumental Music, Automation, Marketing, Relationship Building, Entrepreneurship, File Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Foundations of Business Strategy

    Skills you'll gain: Business Strategy, Strategic Thinking, Competitive Analysis, Organizational Strategy, Business Planning, Strategic Decision-Making, Corporate Strategy, Market Analysis, Analysis, Value Propositions

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google Cloud

    Introduction to Trading, Machine Learning & GCP

    Skills you'll gain: Machine Learning Methods, Model Evaluation, Machine Learning, Google Cloud Platform, Machine Learning Algorithms, Applied Machine Learning, Supervised Learning, Time Series Analysis and Forecasting, Financial Trading, Deep Learning, Statistical Machine Learning, Artificial Intelligence and Machine Learning (AI/ML), Artificial Neural Networks, Securities Trading, Technical Analysis, Cloud Platforms, Model Deployment, Predictive Modeling, Financial Forecasting, Finance

    4
    Rating, 4 out of 5 stars
    ·
    890 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Pricing Options with Mathematical Models: Caltech
  • Term-Structure and Credit Derivatives : Columbia University
  • Business English Communication Skills: University of Washington
  • Managing Project Risks and Changes: University of California, Irvine
  • Overview of Important Protocols: Cisco Learning and Certifications
  • Problem Solving with Excel : PwC
  • Generative AI for Customer Service Automation : Edureka
  • Trabaja inteligentemente, no más duro: Gestión del tiempo para la productividad personal y profesional : University of California, Irvine
  • Wharton Business Foundations Capstone: University of Pennsylvania
  • The DIY Musician: Berklee

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