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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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    U

    Universidad ORT Uruguay

    ¡A Programar! Una introducción a la programación

    Skills you'll gain: Video Game Development, Software Engineering, Program Development, Programming Principles, Software Testing, Animation and Game Design, Software Development, Event-Driven Programming, Computer Programming, Computational Thinking, Debugging

    4.8
    Rating, 4.8 out of 5 stars
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    2.7K reviews

    Beginner · Course · 1 - 3 Months

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    Packt

    Strategic People Management and Organizational Leadership

    Skills you'll gain: Process Optimization, Organizational Change, Virtual Teams, People Management, Leadership Development, Project Management, Personal Development, Human Resources Management and Planning, Professional Development, Continuous Improvement Process, Talent Management, Employee Performance Management, Employee Retention, Agile Methodology, Cross-Functional Team Leadership, Self-Awareness, Growth Mindedness

    Intermediate · Course · 1 - 4 Weeks

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    SAP

    SAP Professional Fundamentals

    Skills you'll gain: Consulting, Relationship Management, Business Consulting, Product Strategy, SAP Applications, Technical Consulting, Relationship Building, Project Management, Rapport Building, Consultative Approaches, Project Implementation, Agile Methodology, Company, Product, and Service Knowledge, Waterfall Methodology, Solution Delivery, Systems Thinking, Business Transformation, Digital Transformation, Design Thinking, Business Research

    4.7
    Rating, 4.7 out of 5 stars
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    1.1K reviews

    Beginner · Course · 1 - 3 Months

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    INSEAD

    Blockchain Revolution

    Skills you'll gain: Blockchain, Digital Assets, Ledgers (Accounting), Peer Review, FinTech, Intellectual Property, Business Transformation, Financial Inclusion, Business Leadership, Governance, Market Opportunities, Strategic Leadership, Asset Management, Technology Strategies, Digital Transformation, Corporate Sustainability, Business Analysis, Business, Competitive Analysis, Emerging Technologies

    4.7
    Rating, 4.7 out of 5 stars
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    3.1K reviews

    Beginner · Specialization · 3 - 6 Months

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    Logical Operations

    Practical Leadership

    Skills you'll gain: Team Building, Team Leadership, Team Management, People Development, Organizational Leadership, Cross-Functional Team Leadership, Team Motivation, Teamwork, Leadership and Management, Business Leadership, Leadership Development, Leadership, Strategic Leadership, Coaching, Cultural Diversity, Initiative and Leadership, Motivational Skills, Organizational Change, Organizational Strategy, Empowerment

    Mixed · Course · 1 - 3 Months

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    EDUCBA

    Build a C# WinForms Exhibition Visitor Entry System

    Skills you'll gain: Relational Databases, Requirements Analysis, Application Deployment, Database Design, Database Management, Business Requirements, C# (Programming Language), Application Development, Data Validation, Business Logic, UI Components, Data Access, User Interface (UI) Design

    Intermediate · Course · 1 - 4 Weeks

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    AI CERTs

    AI for Human Resources

    Skills you'll gain: HR Tech, Responsible AI, Human Resources, People Analytics, Data Ethics, Applicant Tracking Systems, AI Enablement, Employee Performance Management, Recruitment, Talent Recruitment, Workforce Development, Artificial Intelligence, Employee Engagement, Diversity and Inclusion, Generative AI, Generative AI Agents

    Beginner · Course · 1 - 3 Months

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    C

    Corporate Finance Institute

    BI Essentials for Finance Analysts (Power BI Edition)

    Skills you'll gain: Data Analysis Expressions (DAX), Power BI, Snowflake Schema, Data Modeling, SQL, Dashboard, Microsoft Excel, Business Intelligence, Excel Formulas, Pivot Tables And Charts, Data Import/Export, Business Reporting, Databases, Interactive Data Visualization, Data Storytelling, Financial Statements, Data Manipulation, Data Transformation, Financial Analysis, Data Visualization

    4.8
    Rating, 4.8 out of 5 stars
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    356 reviews

    Beginner · Specialization · 3 - 6 Months

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    C

    Coursera

    Double-Entry Bookkeeping: Record & Balance

    Skills you'll gain: Balancing (Ledger/Billing), Bookkeeping, QuickBooks (Accounting Software), Ledgers (Accounting), Accounting Records, Accounting, Reconciliation, Accounting Systems, General Ledger, General Accounting, Accounting Software, Transaction Processing, Verification And Validation

    Beginner · Course · 1 - 4 Weeks

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    U

    University of Colorado Boulder

    Finance for Technical Managers

    Skills you'll gain: Sustainability Reporting, Financial Analysis, Financial Statement Analysis, Cost Estimation, Environmental Social And Corporate Governance (ESG), Capital Budgeting, Budgeting, Cost Benefit Analysis, Project Risk Management, Risk Analysis, Income Statement, Financial Modeling, Project Estimation, Investment Management, Balance Sheet, Risk Management, Financial Reporting, Financial Forecasting, Project Finance, Finance

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    363 reviews

    Beginner · Specialization · 3 - 6 Months

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    Niel Asher Education

    Sports Nutrition Principles for Performance and Recovery

    Skills you'll gain: Sports Medicine, Nutrition and Diet, Nutrition Care Plans, Nutritional Assessment, Athletic Training, Nutrition Education, Meal Planning And Preparation, Needs Assessment, Physical Therapy, Manual Therapy

    Intermediate · Course · 1 - 3 Months

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    Niel Asher Education

    Essentials of Acupuncture: Theory & Practice

    Skills you'll gain: Cleanliness, Manual Therapy, Healthcare Ethics, Anatomy, Physical Therapy, Athletic Training, Cognitive Behavioral Therapy, Patient Communication, Medication Therapy Management

    Advanced · Course · 1 - 3 Months

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

  • ¡A Programar! Una introducción a la programación: Universidad ORT Uruguay
  • Strategic People Management and Organizational Leadership: Packt
  • SAP Professional Fundamentals: SAP
  • Blockchain Revolution: INSEAD
  • Practical Leadership: Logical Operations
  • Build a C# WinForms Exhibition Visitor Entry System: EDUCBA
  • AI for Human Resources: AI CERTs
  • BI Essentials for Finance Analysts (Power BI Edition): Corporate Finance Institute
  • Double-Entry Bookkeeping: Record & Balance: Coursera
  • Finance for Technical Managers: University of Colorado Boulder

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