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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.


More to explore:

Popular Financial Planning Courses and Certifications


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    Pontificia Universidad Católica de Chile

    Gestión Empresarial Exitosa para Pymes

    Skills you'll gain: Entrepreneurship, People Management, Business Management, Human Resources Management and Planning, Marketing, Accounting, Customer experience strategy (CX), Financial Management, Business Marketing, Financial Analysis, Innovation, Finance, Recruitment, Persona (User Experience)

    4.8
    Rating, 4.8 out of 5 stars
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    5.4K reviews

    Mixed · Course · 1 - 3 Months

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    Logical Operations

    Microsoft Project 2019–2024/365: Part 2

    Skills you'll gain: Microsoft Project, Management Reporting, Project Management Software, Timelines, Project Schedules, Microsoft 365, Project Controls, Project Implementation, Project Management, Project Coordination, Project Scoping, Project Design, Project Portfolio Management, Project Planning, Resource Allocation, Resource Management, Microsoft Office, Project Estimation, Productivity Software, User Interface (UI)

    Mixed · Course · 1 - 3 Months

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    Coursera

    Double-Entry: Balance Your Books Fast

    Skills you'll gain: Bookkeeping, Generally Accepted Accounting Principles (GAAP), Ledgers (Accounting), Accounting Records, Standard Accounting Practices, Accounting, General Ledger, Balance Sheet, Financial Accounting, Reconciliation, Financial Reporting, Transaction Processing

    Intermediate · Course · 1 - 4 Weeks

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    AI skills
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    IBM

    IBM Systems Analyst

    Skills you'll gain: Process Mapping, Process Analysis, Business Analysis, Data Storytelling, Business Process Improvement, Feasibility Studies, Systems Analysis, Stakeholder Analysis, Process Optimization, Requirements Management, Process Design, Business Requirements, Systems Design, Stakeholder Management, Communication Planning, Test Planning, Information Technology, Business Process Modeling, Database Management, Agile Methodology

    4.7
    Rating, 4.7 out of 5 stars
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    4.8K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    Coursera

    Analyze and Transform Data with Spreadsheets

    Skills you'll gain: Data Transformation, Data Manipulation, Spreadsheet Software, Business Reporting, Financial Analysis, Financial Data, Data Cleansing, Excel Formulas, Microsoft Excel, Data-Driven Decision-Making, Budget Management, Trend Analysis, Data Analysis, Financial Reporting, Pivot Tables And Charts, Variance Analysis, Descriptive Analytics

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Agentic AI Content for Practitioners (Teams: Finance)

    Skills you'll gain: Organizational Change, Agentic Workflows, AI Enablement, Generative AI Agents, Workflow Management, Predictive Analytics, Cash Management, Responsible AI, Performance Tuning, Fraud detection, Accounting and Finance Software, Financial Reporting

    Intermediate · Course · 1 - 4 Weeks

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    Coursera

    Accounting Data Entry Speedily

    Skills you'll gain: Accounting Software, Data Validation, QuickBooks (Accounting Software), Expense Management, Accounting Records, Data Entry, Verification And Validation, Financial Reporting, Productivity Software, Spreadsheet Software, Microsoft Excel

    Beginner · Course · 1 - 4 Weeks

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    West Virginia University

    Forensic Accounting and Fraud Examination

    Skills you'll gain: Fraud detection, Internal Controls, Anomaly Detection, Financial Auditing, Cybersecurity, Investigation, Analytics, Big Data, Accounting, Compliance Reporting, Data Analysis Software, Ethical Standards And Conduct

    4.7
    Rating, 4.7 out of 5 stars
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    6.3K reviews

    Mixed · Course · 1 - 3 Months

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    Coursera

    Jira: Map, Analyze and Release

    Skills you'll gain: Sprint Retrospectives, User Story, Jira (Software), Performance Metric, Sprint Planning, Release Management, Product Roadmaps, Performance Analysis, Root Cause Analysis, Project Planning, Agile Methodology, Agile Project Management, Team Performance Management, Backlogs, Continuous Improvement Process, Operational Analysis, Collaborative Software, Data-Driven Decision-Making, Prioritization, Descriptive Analytics

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Analyze Mortgage-Backed Securities and Credit Risk

    Skills you'll gain: Financial Analysis, Analysis, Risk Management Framework, Risk Modeling, Lending and Underwriting, Portfolio Risk, Bank Regulations, Securities Trading, Market Liquidity, Cash Flows

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Engineer AI Models: Explain, Tune & Experiment

    Skills you'll gain: Feature Engineering, Fraud detection, Jupyter, Program Management, Responsible AI, Model Evaluation, Project Management, Performance Improvement, Performance Metric, Business Analytics, Credit Risk, Performance Analysis, Performance Tuning, Machine Learning Methods, Test Planning, Test Engineering, Research Design, Technical Communication

    Intermediate · Course · 1 - 4 Weeks

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    The University of Edinburgh

    Fundamentals of Music Theory

    Skills you'll gain: Music Theory, Music, Classical Music, Musical Composition

    4.5
    Rating, 4.5 out of 5 stars
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    1.9K reviews

    Beginner · Course · 1 - 3 Months

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

  • Gestión Empresarial Exitosa para Pymes: Pontificia Universidad Católica de Chile
  • Microsoft Project 2019–2024/365: Part 2: Logical Operations
  • Double-Entry: Balance Your Books Fast: Coursera
  • IBM Systems Analyst: IBM
  • Analyze and Transform Data with Spreadsheets: Coursera
  • Agentic AI Content for Practitioners (Teams: Finance): Coursera
  • Accounting Data Entry Speedily: Coursera
  • Forensic Accounting and Fraud Examination: West Virginia University
  • Jira: Map, Analyze and Release: Coursera
  • Analyze Mortgage-Backed Securities and Credit Risk: EDUCBA

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