【2022年】十大金融財務規劃課程熱門排行推薦與優惠精選!

 

本文章推薦「Financial Planning & Analysis: Building a Company’s Budget」、「Financial Planning Coaching Certification Holistic Coaching」、「CFA® Level 1 (2021/2022) – Complete Portfolio Management」等相關金融財務規劃線上課程,讓您滿足學習的慾望。

你是否想透過線上學習得到更多的技能,增加自己的技能樹?現在是學生的您,透過線上學習可以將更多專業知識用在課業學習上更加強所學。還是您是朝九晚五的上班族,尋找可以為工作上帶來更上一層樓的技能?或您是因為興趣或想培養其他興趣?

線上課程不受地理位置影響,不受時間早晚影響,老師來自世界各地,也不受學習程度影響的特色,讓您無時無刻想學都可以,想多看幾次增加熟悉度也可以。不同領域的老師將針對不同主題滿足您的學習目的,推薦的課程項目會陸續更新,絕對提供您最熱門人氣高的線上課程。

  • 線上課程老師來自於全球,文章推薦的熱門課程除了繁中課程以外還會有機會看到簡中和英文課程,可以針對自己喜好挑選。
  • 呈現的價錢會因為一些活動而有折扣,但折扣有可能一段時間後結束而調整回原價,最終價錢煩請到課程頁面進行確認。





金融財務規劃課程總覽

為了節省您的時間,本列表整理每個課程精要,讓您可以快速瀏覽這文章所提供的課程是否是您所需要的,點選您有興趣課程的「課程名稱」或「課程圖示」可以進一步跳到文章所屬課程的介紹區塊瞭解更多資訊。

課程名稱Four Fundamentals of Financial PlanningFinancial Planning & Analysis: Building a Company’s BudgetPersonal Capital Free Financial Planner ApplicationCFA® Level 1 (2021/2022) – Complete Portfolio ManagementFinancial Planning Coaching Certification Holistic CoachingFinancial planning for IndiansCWM Chartered Wealth Manager ® Certification Skills CourseFinancial Planning TutorialsA 3-Step Strategy to Start Organizing Your Business FinancesThe Ultimate Stock Trading Course- Technical Analysis (NISM)
課程圖示
1

Four Fundamentals of Financial Planning

2

Financial Planning & Analysis: Building a Company's Budget

3

Personal Capital Free Financial Planner Application

4

CFA® Level 1 (2021/2022) - Complete Portfolio Management

5

Financial Planning Coaching Certification Holistic Coaching

6

Financial planning for Indians

7

CWM Chartered Wealth Manager ® Certification Skills Course

8

Financial Planning Tutorials

9

A 3-Step Strategy to Start Organizing Your Business Finances

10

The Ultimate Stock Trading Course- Technical Analysis (NISM)

課程原價NT$ 990NT$ 2,790NT$ 2,690NT$ 2,690NT$ 2,690NT$ 590NT$ 590NT$ 2,690NT$ 1,190NT$ 1,990
課程售價NT$ 390NT$ 430NT$ 390NT$ 470NT$ 390NT$ 390NT$ 390NT$ 390NT$ 390NT$ 390
課程評價(人數)4.0 分(228 個評分)4.5 分(5,246 個評分)4.6 分(16 個評分)4.7 分(543 個評分)4.4 分(983 個評分)4.3 分(113 個評分)4.7 分(14 個評分)4.0 分(40 個評分)4.9 分(19 個評分)4.5 分(28 個評分)
課程時長1 小時3.5 小時4 小時4 小時11.5 小時2 小時1 小時29.5 小時2.5 小時5 小時
學生人數35,481 人24,001 人15,094 人5,795 人3,836 人592 人382 人280 人207 人107 人
課程特色Liquidity, Retirement, Living Benefits and Death Benefits And How They Impact Your SuccessLearn the Fundamentals of Financial Planning and Position Your Career for Success!Learn to use the financial planning tool and how it compares, and or, complements other accounting and finance toolsDeep dive into Portfolio Management with the Bestselling CFA® prep course provider | With visual learning + QuizzesFinancial Planning Coaching Training Level 2 Accredited Certification Holistic Financial Planning Coaching DirectoryManage your money betterCWM Wealth Management Certification Skills Course – Certified Wealth ManagerCourse covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) examsThe Secure Entrepreneur’s Guide to Stabilizing Your Small Business Finances and Building a Sustainable FoundationUnderstand how to do Technical Analysis on stocks & Option Trading strategies to make profit.
連結UdemyUdemyUdemyUdemyUdemyUdemyUdemyUdemyUdemyUdemy



金融財務規劃課程介紹

推薦的課程以倒序的方式呈現,越往下查看會看到越熱門的,期望您能找到滿意的學習主題!

10

The Ultimate Stock Trading Course- Technical Analysis (NISM)

Understand how to do Technical Analysis on stocks & Option Trading strategies to make profit.
NT$ 1,990
NT$ 390

點擊看Udemy

課程老師Biswaroop Sen
課程評價4.5 分(28 個評分)
課程時長5 小時
學生人數107 人

課程介紹

The purpose of this course is to impart basic knowledge of the Indian securities markets & various strategies to deal with Intraday & Delivery trades in the stock market. This course has all the necessary charts which are required to analyze any stoc

瞭解更多細節

哪些人適合這堂課?

  • Students
  • Professionals
  • Stock Traders
  • Retired Persons
  • Businessman
  • Self employed
  • Homemaker

學習目標

  • Participants of Indian Stock market & their functions.
  • Technical analysis & Price movements of stocks.
  • How to read Candle Chart Diagram.
  • Primary markets & Secondary markets.
  • Reading Charts like Bollinger bands, CCI Chart, RoC chart Stockhastics Charts,RSI Indicators etc.
  • 14 Strategies for Intraday Trading to maximize your profits.
  • Reading Trend Analysis- Momentum trend, Reversal Trading strategy, Gap & go Strategy, Bull flag strategy, Pullback & Breakout trading Strategy.
  • Understand Futures & options in derivatives.
  • Understand Hedging strategies- Long & Short Straddle, Strip & Strap, Bull Call/put Strategy, Long & Short Strangle, Butterfly strategy & Collar strategy.
  • Financial planing to maximize your return from the securities market.

關注這課程的人也購買了這些…

9

A 3-Step Strategy to Start Organizing Your Business Finances

The Secure Entrepreneur’s Guide to Stabilizing Your Small Business Finances and Building a Sustainable Foundation
NT$ 1,190
NT$ 390

點擊看Udemy

課程老師Jeremie Miller
課程評價4.9 分(19 個評分)
課程時長2.5 小時
學生人數207 人

課程介紹

When faced with money challenges the go to answer for most entrepreneurs is “Make more money”

This course is not about how to make more money. Instead this course will teach you a simple to implement 3-step solution that will help stabilize the mone

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哪些人適合這堂課?

  • anyone building a business that is having challenges with the changes in their income month to month
  • Anyone with an established business and feeling like they are not using their money effectively
  • Anyone in business that is forgetting to pay themselves or wondering if their business will ever support them

學習目標

  • Take Charge of Cash Flow with an easy-to-implement solution
  • Cover Business Expenses and pay yourself with a proven system
  • Organize Your Bank Accounts to better control money flow

關注這課程的人也購買了這些…



8

Financial Planning Tutorials

Course covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) exams
NT$ 2,690
NT$ 390

點擊看Udemy

課程老師EduFinWizards Edu
課程評價4.0 分(40 個評分)
課程時長29.5 小時
學生人數280 人

課程介紹

We would be covering topics like :

Advising in the Financial Services Industry

The Financial Planning Process

Budgeting and Borrowing

Taxes, Investments, Retirement and Wills

Risk Management and Life Insurance

Financial Planning in Canada

The

瞭解更多細節

哪些人適合這堂課?

  • Aspiring financial planning professionals and people working in banking / financial services
  • Students giving financial planning level 1/ financial planning level 2 exam conducted by CSI
  • Asprirants pursuing CFP (Certified financial planner ) / Personal finacial planner (PFP)
  • Students studying financial planning in grad / under grad

學習目標

  • In this course we would be covering topics like
  • Advising in the Financial Services Industry
  • The Financial Planning Process
  • Budgeting and Borrowing
  • Taxes, Investments, Retirement and Wills
  • Risk Management and Life Insurance
  • Financial Planning in Canada /The Six Steps of the Financial Planning Process
  • Financial Planning and Mortgages
  • Investment and Tax Planning /Retirement Planning and Insurance
  • Estate Planning & Family Law / Financial Planning for Small Business

關注這課程的人也購買了這些…

7

CWM Chartered Wealth Manager ® Certification Skills Course

CWM Wealth Management Certification Skills Course – Certified Wealth Manager
NT$ 590
NT$ 390

點擊看Udemy

課程老師George Mentz
課程評價4.7 分(14 個評分)
課程時長1 小時
學生人數382 人

課程介紹

Wealth Management Certification Program – Course Description  (This course is about 20-25 hours of reading and advanced learning)

This course is an introduction to Introduction to Financial Planning & Wealth. Topics in this class include wealth mana

瞭解更多細節

哪些人適合這堂課?

  • Bankers, Insurance Professionals, Risk Managers, Stock Brokers, and Investment Bankers

學習目標

  • Wealth Management including: Investing, Economics, Taxation, Estate Planning, Banking, Financial Planning and Retirement
  • Those who complete the course will be eligible for Certification

關注這課程的人也購買了這些…



6

Financial planning for Indians

Manage your money better
NT$ 590
NT$ 390

點擊看Udemy

課程老師Ankur Kapur, CFA, CFP
課程評價4.3 分(113 個評分)
課程時長2 小時
學生人數592 人

課程介紹

Course description

Learn how to manage your personal finance, build an emergency fund, save for retirement, and save for personal goals (house, wedding, child’s future etc.)
Let the money work for you while you focus on enjoying your life.

Course O

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哪些人適合這堂課?

  • Those who are saving for their children’s college education.
  • Those who are currently investing for retirement and want to learn more.
  • Those who want to learn the real cost of working.

學習目標

  • Calculate your net worth.
  • Create a monthly budget.
  • Create a personal savings plan.
  • Understand specific investment strategies.
  • Have your questions answered about investing.
  • Know how much and where to save for various goals
  • Get an Excel model for your future reference as well.

關注這課程的人也購買了這些…

5

Financial Planning Coaching Certification Holistic Coaching

Financial Planning Coaching Training Level 2 Accredited Certification Holistic Financial Planning Coaching Directory
NT$ 2,690
NT$ 390

點擊看Udemy

課程老師Holistic Coach Academy
課程評價4.4 分(983 個評分)
課程時長11.5 小時
學生人數3,836 人

課程介紹

Why take our Certification to Become a Financial Planning Coach by Holistic Coach Academy Course?

What will a Financial Planning Coach Certificate and Accreditation + Credentials + Financial Planning Coach Directory Listing for Level 2 Grads do for

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哪些人適合這堂課?

  • You are a financial professional looking for a new approach to use with your clients.
  • You are currently a life coach, business coach, marriage coach, relationship coach or transformation coach looking for a new coaching program to use with your clients who struggle in the area of personal finances.
  • We invite you to read the course description to take our Holistic Financial Planning Coach Certification Course Self-Assessment before joining.

學習目標

  • ✅September 2021 Updated + Level 2 Certification Bonus $1791 We Cover (Read Description) Work as a Coach while Training with Level 2 Coaching Practicums.
  • ✅Financial Planning Assessment, Done-For-You Financial Planning Coaching Sessions Plus a Plan to Enroll Clients & Run Financial Planning Coaching Sessions.
  • ✅Financial Planning Coaching Training using Proprietary Holistic System Designed to Guide you to Fearlessly and Confidently Coach Anyone Starting Today.
  • ✅Save Time and Expenses Training in Marketing Fundamentals to Empower Your Holistic Financial Planning Coaching Practice Using Practical and Free Solutions.

關注這課程的人也購買了這些…



4

CFA® Level 1 (2021/2022) – Complete Portfolio Management

Deep dive into Portfolio Management with the Bestselling CFA® prep course provider | With visual learning + Quizzes
NT$ 2,690
NT$ 470

點擊看Udemy

課程老師PrepNuggets | by Keith Tan, CFA
課程評價4.7 分(543 個評分)
課程時長4 小時
學生人數5,795 人

課程介紹

Bestselling and Highest Rated CFA® courses on Udemy!

(for 2021 and 2022 CFA® Level I exam)

The CFA® program is rewarding but gruelling. The majority of candidates fail the exam. In order to pass, you are going to need much more than summaries or cr

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哪些人適合這堂課?

  • This course is for CFA Level 1 Candidates
  • This course is for people who are interested in the CFA Program

學習目標

  • Calculate and interpret portfolio standard deviation
  • Understand the theory behind investor’s optimal portfolio
  • Differentiate between capital allocation line (CAL) and capital market line (CAL)
  • Understand the difference between systematic risk and unsystematic risk
  • Calculate and interpret a stock’s beta
  • Apply CAPM and Security Market Line (SML)
  • Calculate and interpret the Sharpe ratio, Treynor ratio, M-squared , and Jensen’s alpha.
  • Understand the major components of an Investment Policy Statement (IPS)
  • Plan and construct an investment portfolio
  • Risk management, risk budgeting, and measuring risk
  • Understand the various methods to modify a risk
  • Understand how Fintech is applied in investment management (Robo-advisors, automated trading)
  • Understand Big Data, AI and Machine Learning
  • Understand the technology behind distributed ledgers and Blockchain

關注這課程的人也購買了這些…

3

Personal Capital Free Financial Planner Application

Learn to use the financial planning tool and how it compares, and or, complements other accounting and finance tools
NT$ 2,690
NT$ 390

點擊看Udemy

課程老師Robert (Bob) Steele
課程評價4.6 分(16 個評分)
課程時長4 小時
學生人數15,094 人

課程介紹

Personal Capital is currently a free software that can connect to financial institutions, pulling in financial asset and liability balances, as well as transaction detail, into one location.

The strong areas of benefit of using Personal Capital soft

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哪些人適合這堂課?

  • Anybody who wants a tool to help with financial management
  • Accountants and bookkeepers who want to compare a financial management tool to accounting software

學習目標

  • What the Personal Capital Software is and how it can be used
  • How Personal Capital Software compares to other accounting and financial management software
  • How to access and set up the free software
  • How to use financial data to create an income statement
  • The benefits of having net worth or balance sheet data in one location
  • How to access and use investment tools and analysis
  • How to use the financial planning tools like a retirement planner
  • How to use a home appraisal tool
  • How to add non financial institution assets and liabilities to make the net worth or balance sheet more complete

關注這課程的人也購買了這些…



2

Financial Planning & Analysis: Building a Company’s Budget

Learn the Fundamentals of Financial Planning and Position Your Career for Success!
NT$ 2,790
NT$ 430

點擊看Udemy

課程老師365 Careers
課程評價4.5 分(5,246 個評分)
課程時長3.5 小時
學生人數24,001 人

課程介紹

Looking to boost your income as a financial analyst?   

Willing to acquire valuable skills that will set you aside from the competition?   

You’ve come to the right place!   

Financial Planning & Analysis: Building a Company’s Budget from Scratch 

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哪些人適合這堂課?

  • People Who Want a Successful Career in Finance
  • Anyone Who Wants to Learn How to Create a Corporate Budget
  • People who are ambitious and want to learn faster than their peers

學習目標

  • Prepare a Company’s Budget from Scratch
  • Learn to differentiate between Top-Down and Bottom-up Techniques
  • Prepare the Revenue Budget of a Company
  • Project a Company’s Planned Level of Production
  • Calculate Net Cash Flow
  • Project Various Types of Expenditures
  • Estimate Working Capital Needs
  • Carry out a Fixed Asset Rollforward
  • Build an Integrated Financial Model
  • Learn to Build Financial Statements in Excel

關注這課程的人也購買了這些…

1

Four Fundamentals of Financial Planning

Liquidity, Retirement, Living Benefits and Death Benefits And How They Impact Your Success
NT$ 990
NT$ 390

點擊看Udemy

課程老師Scott Paton
課程評價4.0 分(228 個評分)
課程時長1 小時
學生人數35,481 人

課程介紹

National credit card debt reached a peak of $1.022 trillion in April 2008 That’s an average of $8,299 in credit card debt per household. That was more than a third (38 percent) of total U.S. consumer debt.

Today, the average American home has over

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哪些人適合這堂課?

  • Small Businesses
  • Entrepreneurs
  • Home Owners

學習目標

  • Plan for lucrative opportunities
  • Plan for unexpected emergencies
  • Understand the power of Compound Interest

關注這課程的人也購買了這些…



金融財務規劃課程總覽

看完了一連串課程的介紹後,你是否還想要再一次進行課程總比較呢?

課程名稱Four Fundamentals of Financial PlanningFinancial Planning & Analysis: Building a Company’s BudgetPersonal Capital Free Financial Planner ApplicationCFA® Level 1 (2021/2022) – Complete Portfolio ManagementFinancial Planning Coaching Certification Holistic CoachingFinancial planning for IndiansCWM Chartered Wealth Manager ® Certification Skills CourseFinancial Planning TutorialsA 3-Step Strategy to Start Organizing Your Business FinancesThe Ultimate Stock Trading Course- Technical Analysis (NISM)
課程圖示
1

Four Fundamentals of Financial Planning

2

Financial Planning & Analysis: Building a Company's Budget

3

Personal Capital Free Financial Planner Application

4

CFA® Level 1 (2021/2022) - Complete Portfolio Management

5

Financial Planning Coaching Certification Holistic Coaching

6

Financial planning for Indians

7

CWM Chartered Wealth Manager ® Certification Skills Course

8

Financial Planning Tutorials

9

A 3-Step Strategy to Start Organizing Your Business Finances

10

The Ultimate Stock Trading Course- Technical Analysis (NISM)

課程原價NT$ 990NT$ 2,790NT$ 2,690NT$ 2,690NT$ 2,690NT$ 590NT$ 590NT$ 2,690NT$ 1,190NT$ 1,990
課程售價NT$ 390NT$ 430NT$ 390NT$ 470NT$ 390NT$ 390NT$ 390NT$ 390NT$ 390NT$ 390
課程評價(人數)4.0 分(228 個評分)4.5 分(5,246 個評分)4.6 分(16 個評分)4.7 分(543 個評分)4.4 分(983 個評分)4.3 分(113 個評分)4.7 分(14 個評分)4.0 分(40 個評分)4.9 分(19 個評分)4.5 分(28 個評分)
課程時長1 小時3.5 小時4 小時4 小時11.5 小時2 小時1 小時29.5 小時2.5 小時5 小時
學生人數35,481 人24,001 人15,094 人5,795 人3,836 人592 人382 人280 人207 人107 人
課程特色Liquidity, Retirement, Living Benefits and Death Benefits And How They Impact Your SuccessLearn the Fundamentals of Financial Planning and Position Your Career for Success!Learn to use the financial planning tool and how it compares, and or, complements other accounting and finance toolsDeep dive into Portfolio Management with the Bestselling CFA® prep course provider | With visual learning + QuizzesFinancial Planning Coaching Training Level 2 Accredited Certification Holistic Financial Planning Coaching DirectoryManage your money betterCWM Wealth Management Certification Skills Course – Certified Wealth ManagerCourse covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) examsThe Secure Entrepreneur’s Guide to Stabilizing Your Small Business Finances and Building a Sustainable FoundationUnderstand how to do Technical Analysis on stocks & Option Trading strategies to make profit.
連結UdemyUdemyUdemyUdemyUdemyUdemyUdemyUdemyUdemyUdemy



從老師查找更多課程

以上推薦的課程還沒挑到自己有興趣的嗎?
還是您有熱衷某個老師開的課程呢?
本頁除了提供金融財務規劃的課程以外,也列出這些課程所屬的老師的主要資訊頁,您可以從下列選單中了解更多相關介紹或看他們開的其他課程,期望您最終能找到自己想學習的項目。



【2022年】十大金融財務規劃課程熱門排行推薦與優惠精選!

參考其他金融財務認證與考試準備線上課程

除了本文介紹的課程種類以外,想要瞭解金融財務認證與考試準備領域還有哪些不同類型的課程值得一探究竟嗎?讓您可以從不同面向更紮實的學習,點擊參考以下其他熱門主題文章。絕對提供您最優惠人氣滿檔的課程,歡迎繼續延伸閱讀。


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