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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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    HEC Paris

    Become a changemaker, build a career with purpose and impact

    Skills you'll gain: Self-Awareness, Innovation, Personal Development, Social Impact, Sustainable Development, Empowerment, Entrepreneurship, Action Oriented, Creative Problem-Solving, Visionary, Business Modeling, Proactivity, Corporate Sustainability, Goal Setting, Planning, Business, Overcoming Obstacles

    4.8
    Rating, 4.8 out of 5 stars
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    15 reviews

    Beginner · Course · 1 - 3 Months

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    AI Business School

    AI for Finance

    Skills you'll gain: Prompt Engineering, Agentic Workflows, AI Workflows, Generative AI, Sales Enablement, No-Code Development, Financial Forecasting, AI Personalization, Sales, Responsible AI, Risk Management, AI Security, AI Product Strategy, Generative AI Agents, LLM Application, Artificial Intelligence, ChatGPT, Innovation, Productivity, Operational Efficiency

    4.2
    Rating, 4.2 out of 5 stars
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    18 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
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    University of Illinois Urbana-Champaign

    Organizational Concepts and Language

    Skills you'll gain: Business Analytics, Business Analysis, Business Strategy, Accounting, Organizational Structure, Organizational Strategy, Strategic Communication, Business Communication, Marketing, Financial Accounting, Marketing Strategies, Innovation, Product Lifecycle Management

    4.9
    Rating, 4.9 out of 5 stars
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    15 reviews

    Beginner · Course · 1 - 3 Months

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    Packt

    Microsoft Project 2021 From Beginners to Advanced

    Skills you'll gain: Microsoft Project, Earned Value Management, Work Breakdown Structure, Project Schedules, Resource Allocation, Calendar Management, Project Controls, Excel Macros, Project Performance, Resource Management, Timelines, Business Reporting, Resource Planning, Milestones (Project Management), Scheduling, Cost Management, Project Management, Capacity Management, Dependency Analysis, Consolidation

    4.2
    Rating, 4.2 out of 5 stars
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    13 reviews

    Intermediate · Course · 3 - 6 Months

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    Microsoft

    Agile and Hybrid Approaches

    Skills you'll gain: Agile Project Management, Agile Methodology, Project Management Life Cycle, Kanban Principles, Sprint Planning, Project Management, Backlogs, Performance Metric, Project Planning, Project Performance, Lean Methodologies, Continuous Improvement Process

    4.9
    Rating, 4.9 out of 5 stars
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    22 reviews

    Beginner · Course · 1 - 4 Weeks

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    Universiteit Leiden

    Population Health: Alternative Payment Models

    Skills you'll gain: Value-Based Care, Health Care Administration, Healthcare Project Management, Behavioral Economics, Health Systems, Payment Systems, Health Policy, Performance Measurement, Benchmarking, Risk Management, Cost Reduction, Accountability, Decision Making, Critical Thinking

    4.8
    Rating, 4.8 out of 5 stars
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    67 reviews

    Beginner · Course · 1 - 3 Months

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    Board Infinity

    Build Intelligent Agents Using DeepSeek & N8N

    Skills you'll gain: Email Automation, Workflow Management, AI Workflows, No-Code Development, Deepseek, Large Language Modeling, Generative AI, Automation, Model Deployment, Data Analysis, Google Sheets, Data Processing, Gmail

    4.1
    Rating, 4.1 out of 5 stars
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    30 reviews

    Beginner · Course · 1 - 4 Weeks

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    Board Infinity

    Inside BFSI: Structure, Challenges, and Technology

    Skills you'll gain: Financial Services, Banking, Customer experience strategy (CX), Regulatory Requirements, Market Intelligence, FinTech, Risk Management, Digital Transformation, Mobile Banking, Fraud detection, Cybersecurity, Emerging Technologies, Blockchain, Artificial Intelligence and Machine Learning (AI/ML), Corporate Sustainability

    4.6
    Rating, 4.6 out of 5 stars
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    9 reviews

    Beginner · Course · 1 - 3 Months

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    The State University of New York

    Decentralized Finance (DeFi) Essentials & Foundations

    Skills you'll gain: Blockchain, FinTech, Cryptography, Digital Assets, Payment Systems, Distributed Computing, Identity and Access Management, Web Applications, Transaction Processing, Emerging Technologies, Application Programming Interface (API), Scalability, Technical Standard

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    SkillUp

    Practice Exam for Certified Scrum Master (CSM) Certification

    Skills you'll gain: Agile Methodology, Sprint Retrospectives, Agile Project Management, Sprint Planning, User Story, Knowledge Transfer, Goal Setting

    4.9
    Rating, 4.9 out of 5 stars
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    56 reviews

    Advanced · Course · 1 - 4 Weeks

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    Pearson

    Certified Associate in Project Management (CAPM)® Exam: Unit 3

    Skills you'll gain: Stakeholder Management, Project Management, Quality Management, Project Management Life Cycle, Meeting Facilitation, Team Management, Stakeholder Communications, Quality Control, Project Planning, Sprint Planning, Ethical Standards And Conduct, Agile Methodology, Process Improvement

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
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    EDUCBA

    .NET Core Mastery: Advanced Techniques for Exp Developers

    Skills you'll gain: Load Balancing, ASP.NET, Test Driven Development (TDD), Debugging, C# (Programming Language), Software Testing, Scalability, Performance Testing, Restful API, Unit Testing, Web Development, Microservices, .NET Framework, Object-Relational Mapping, Software Architecture, API Testing, Web Applications, Test Case, Distributed Computing, Redis

    4.7
    Rating, 4.7 out of 5 stars
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    239 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Become a changemaker, build a career with purpose and impact: HEC Paris
  • AI for Finance: AI Business School
  • Organizational Concepts and Language: University of Illinois Urbana-Champaign
  • Microsoft Project 2021 From Beginners to Advanced: Packt
  • Agile and Hybrid Approaches: Microsoft
  • Population Health: Alternative Payment Models: Universiteit Leiden
  • Build Intelligent Agents Using DeepSeek & N8N : Board Infinity
  • Inside BFSI: Structure, Challenges, and Technology: Board Infinity
  • Decentralized Finance (DeFi) Essentials & Foundations: The State University of New York
  • Practice Exam for Certified Scrum Master (CSM) Certification: SkillUp

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