10最好的财务规划教程推荐

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特写 iPhone,显示 Udemy 应用程序和带笔记本的笔记本电脑有数以千计的在线课程和课程可以帮助您提高 财务规划 技能并获得 财务规划 证书。

在这篇博客文章中,我们的专家汇总了 10 个精选列表 最好的 财务规划 课程, 现在在线提供的教程、培训计划、课程和认证。

我们只包括那些符合我们高质量标准的课程。我们花了很多时间和精力来为您收集这些。这些课程适合所有级别的初学者、中级学习者和专家。

以下是这些课程以及它们为您提供的内容!

10最好的财务规划教程推荐

1. Four Fundamentals of Financial Planning 经过 “Scott Paton, Dwayne Richards, Scott Alex” Udemy课程 我们的最佳选择

“Liquidity, Retirement, Living Benefits and Death Benefits And How They Impact Your Success”

截至目前,超过 35489+ 人们已经注册了这门课程,而且已经结束了 236+ 评论.

课程内容
Start Here
Cash is King
Lifestyle
Assets
The Future
Conclusions

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2. Financial Planning & Analysis: Building a Company’s Budget 经过 365 Careers Udemy课程

Learn the Fundamentals of Financial Planning and Position Your Career for Success!

截至目前,超过 31065+ 人们已经注册了这门课程,而且已经结束了 6668+ 评论.

课程内容
Course Introduction
Getting Started with Financial Planning and Analysis
The Accounting Framework
Mechanics of the Budgeting Process
Time for a Case Study: Henry’s Hats
Completing Henry’s Hats’ Master Budget
Course Challenge
Who Does What in Finance? (optional)

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3. “Personal Finance: Invest, Loans, Stocks,Insurance, Inflation” 经过 RougeNeuron Academy Udemy课程

Learn managing your personal finance to battle inflation. Build a balanced portfolio to enjoy a planned retirement.

截至目前,超过 20304+ 人们已经注册了这门课程,而且已经结束了 105+ 评论.

课程内容
“Introduction
Macroview of the system
Fundamentals
Banks: Deeper Dive
Loans: A close look
Markets and market linked instruments
Other financial instruments
Insurance, taxes and fees: The unfactored costs and expenses
A practical perspective
Conclusion”

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4. Level I CFA® Prep Course 2022/2023 – Portfolio Management 经过 “PrepNuggets | by Keith Tan, CFA” Udemy课程

Deep dive into Portfolio Management with the Bestselling CFA® prep course provider | With visual learning + Quizzes

截至目前,超过 7947+ 人们已经注册了这门课程,而且已经结束了 754+ 评论.

课程内容
Introduction
Overview on Portfolio Management
Portfolio Risk and Return I
Portfolio Risk and Return II
Basics of Portfolio Planning and Construction
The Behavioural Biases of Individuals
Risk Management Overview
Technical Analysis
Fintech in Investment Management
BONUS: Further resources for your exam prep

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5. Financial Planning Coaching Certification Holistic Coaching 经过 “Holistic Coach Academy, Louise Anne Maurice |Coaching Instructor” Udemy课程

Financial Planning Coaching Practitioner Course Graduates Prepared Professionals in Holistic Financial Planning Coaching

截至目前,超过 4323+ 人们已经注册了这门课程,而且已经结束了 1108+ 评论.

课程内容
Financial Planning Certification in Holistic Coaching
Assessment + Financial Planning Discovery Session
Financial Planning Session 1 Step 1
Financial Planning Session 1 Step 2
Financial Planning Session 1 Step 3
Financial Planning Session 1 Step 4
Financial Planning Session 1 Step 5
Financial Planning Session 1 Step 6
Financial Planning Session 2 Step 1
Financial Planning Session 2 Step 2
Financial Planning Session 2 Step 3
Financial Planning Session 2 Step 4
Financial Planning Session 2 Step 5
Financial Planning Session 2 Step 6
Financial Planning Session 3 Step 1
Financial Planning Session 3 Step 2
Financial Planning Session 3 Step 3
Financial Planning Session 3 Step 4
Financial Planning Session 3 Step 5
Financial Planning Session 3 Step 6
Financial Planning Session 4 Step 1
Financial Planning Session 4 Step 2
Financial Planning Session 4 Step 3
Financial Planning Session 4 Step 4
Financial Planning Session 4 Step 5
Financial Planning Session 4 Step 6
Financial Planning Coach Certification

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6. Financial Planning & Management: Finance Strategies & Tools 经过 Upclass – Investing & Finance Coaching Udemy课程

Learn financial planning & management strategies. Finance fundamentals. Finance basics. Personal finance. Finance tools

截至目前,超过 3844+ 人们已经注册了这门课程,而且已经结束了 100+ 评论.

课程内容
Introduction
Financial Planning
Financial Management
Conclusion

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7. Tax Strategy: Financial Planning for Beginners 经过 Calvin Liu Udemy课程

“Guide to Financial Planning, Investment Vehicles, Wealth Creation Strategies through a Tax Lense”

截至目前,超过 2179+ 人们已经注册了这门课程,而且已经结束了 134+ 评论.

课程内容
Preface
Introduction
Short Term Strategy
Long Term Strategy
Long Term Strategy Part 2
Conclusion

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8. Financial planning for Indians 经过 “Ankur Kapur, CFA, CFP” Udemy课程

Manage your money better

截至目前,超过 718+ 人们已经注册了这门课程,而且已经结束了 151+ 评论.

课程内容
Introduction
Basics of financial planning
Investment options
Some maths
How to reach your objectives
Best practices

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9. Introduction to Financial Planning – CFP Certification 经过 International College of Financial Planning Udemy课程

CFP – Module 1

截至目前,超过 600+ 人们已经注册了这门课程,而且已经结束了 232+ 评论.

课程内容
Preview this course
The 6-Step Financial Planning Process
Financial Management- General Principles and Behavioral Finance
Financial Mathematics
FPSB India’s Financial Planner Code of Ethics
Regulatory Environment Related to Financial Planning

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10. Financial Planning Tutorials 经过 EduFinWizards Edu Udemy课程

Course covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) exams

截至目前,超过 388+ 人们已经注册了这门课程,而且已经结束了 50+ 评论.

课程内容
Portfolio Management and Investing in Canada
Introduction to Financial Planning
Investment planning
Investment Planning
Application of Investment principles

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下面是一些关于学习的常见问题财务规划

学习财务规划需要多长时间?

“学习财务规划需要多长时间”这个问题的答案是。 . .这取决于。每个人都有不同的需求,每个人都在不同的场景下工作,所以一个人的答案可能与另一个人的答案完全不同。

考虑这些问题:你想学习 财务规划 是为了什么?你的出发点在哪里?您是初学者还是有使用 财务规划 的经验?你能练习多少?每天1小时?每周40小时? 查看本课程关于 财务规划.

财务规划 学起来容易还是难?

不,学习 财务规划 对大多数人来说并不难。检查这个 关于如何学习的课程 财务规划 立刻!

如何快速学习财务规划?

学习 财务规划 最快的方法是先得到这个 财务规划 课程, 然后尽可能练习你学到的任何东西。即使每天只有 15 分钟的练习。一致性是关键.

在哪里学习 财务规划?

如果您想探索和学习 财务规划,那么 Udemy 为您提供了学习 财务规划 的最佳平台。查看此 关于如何学习的课程 财务规划 立刻!