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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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    EDUCBA

    Mastering Special Purpose Entities: Analyze and Apply SPE

    Skills you'll gain: Sarbanes Oxley Act (SOX) Compliance, Specialized Accounting, Regulatory Requirements, Financial Regulations, Technical Accounting, Financial Reporting, Financial Statement Analysis, Financial Auditing, Securities (Finance), Investment Management, Financial Analysis, Business Risk Management, Asset Management, Organizational Structure, Consolidation

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Master Bean Balance: Apply, Manage & Analyze Accounting

    Skills you'll gain: Accounting Software, Ledgers (Accounting), Small Business Accounting, Payroll Processing, Financial Statements, Accounting, Cash Handling, Bookkeeping, Financial Reporting, Payroll, Accounts Payable, Balance Sheet, Expense Management, Billing & Invoicing, Banking, Transaction Processing

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Analyze Investment Banking Operations & Markets

    Skills you'll gain: Risk Mitigation, Risk Analysis, Investment Management, Banking, Financial Trading, Financial Industry Regulatory Authorities, Financial Regulation, Capital Markets, Securities (Finance), Financial Services, Operational Analysis, Securities Trading, Market Analysis, Credit Risk, Market Dynamics, Market Data, Corporate Finance, Regulatory Compliance, Reconciliation

    Beginner · Specialization · 3 - 6 Months

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    Technical University of Denmark (DTU)

    Wind Energy

    Skills you'll gain: Sustainable Engineering, Forecasting, Mechanical Engineering, Financial Forecasting, Engineering Calculations, Engineering, High Voltage, Systems Engineering, Materials science, Energy and Utilities, Electrical Power, Structural Analysis, Financial Analysis, Environmental Monitoring, Failure Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    7.3K reviews

    Mixed · Course · 3 - 6 Months

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    Duke University

    Programming Foundations with JavaScript, HTML and CSS

    Skills you'll gain: User Interface (UI), Computational Thinking, HTML and CSS, Interactive Design, Web Development, Programming Principles, Web Design, Javascript, Event-Driven Programming, Computer Programming, Algorithms, Image Analysis, Cascading Style Sheets (CSS), Debugging

    4.6
    Rating, 4.6 out of 5 stars
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    15K reviews

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Analyze Financials: Balance, Budget, and Beyond

    Skills you'll gain: Variance Analysis, Financial Analysis, Financial Data, Financial Acumen, Analysis, Auditing, Financial Statements, Reconciliation, Business Communication, Business Analysis, Accounting, Financial Auditing, Accounting Records, Budgeting, Verification And Validation, Investigation, Business Strategy

    Mixed · Course · 1 - 4 Weeks

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    University of Michigan

    Web Applications for Everybody

    Skills you'll gain: Database Design, SQL, MySQL, PHP (Scripting Language), Relational Databases, JSON, jQuery, Hypertext Markup Language (HTML), Javascript and jQuery, Ajax, Databases, Data Modeling, Database Application, Database Development, Debugging, Web Applications, Object Oriented Programming (OOP), Web Development, Secure Coding, Javascript

    4.7
    Rating, 4.7 out of 5 stars
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    9.3K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
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    Status: AI skills
    AI skills
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    IBM

    IBM Program Manager

    Skills you'll gain: User Story, Program Management, Stakeholder Management, Resource Allocation, Agile Software Development, Scrum (Software Development), Agile Methodology, Kanban Principles, Project Management Life Cycle, Backlogs, Change Management, Project Management Office (PMO), Organizational Change, Responsible AI, Sprint Retrospectives, Agile Project Management, Organizational Strategy, Risk Management, Project Management, Leadership

    4.8
    Rating, 4.8 out of 5 stars
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    2.8K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    ESSEC Business School

    Negotiation, Mediation and Conflict Resolution

    Skills you'll gain: Mediation, Negotiation, Communication Strategies, Conflict Management, Active Listening, Cultural Sensitivity, Intercultural Competence, Cultural Diversity, Verbal Communication Skills, Communication, Diplomacy, Relationship Building, Labor Relations, Interpersonal Communications, Strategic Partnership, Case Studies, Non-Verbal Communication, Leadership, Analysis, Planning

    4.7
    Rating, 4.7 out of 5 stars
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    2.7K reviews

    Beginner · Specialization · 3 - 6 Months

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    AI CERTs

    AI in Finance Agent

    Skills you'll gain: Responsible AI, Agentic Workflows, Risking, Generative AI Agents, AI Enablement, Artificial Intelligence and Machine Learning (AI/ML), Power BI, AI Workflows, Accounting and Finance Software, Regulatory Compliance, Automation, Financial Data, Wealth Management, Compliance Management, Generative AI, Financial Forecasting, Data Processing, Finance, Workflow Management, General Finance

    Intermediate · Course · 1 - 3 Months

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    Alex Genadinik

    Introduction To Cryptocurrency For People Who Never Used It

    Skills you'll gain: Blockchain, Digital Assets, Cryptography, Security Awareness, Payment Systems, FinTech, Emerging Technologies, Cybersecurity, Investments, Transaction Processing

    Mixed · Course · 1 - 4 Weeks

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    Coursera

    Managing AI Projects That Ship and Scale

    Skills you'll gain: Milestones (Project Management), Acceptance Testing, CI/CD, Scope Management, MLOps (Machine Learning Operations), Feature Engineering, Governance Risk Management and Compliance, Capacity Management, Responsible AI, Smart Goals, Project Risk Management, Compliance Management, Stakeholder Communications, Data Governance, Risk Analysis, Model Evaluation, Applied Machine Learning, Project Planning, Risk Management, Mitigation

    Intermediate · Specialization · 3 - 6 Months

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

  • Mastering Special Purpose Entities: Analyze and Apply SPE: EDUCBA
  • Master Bean Balance: Apply, Manage & Analyze Accounting: EDUCBA
  • Analyze Investment Banking Operations & Markets: EDUCBA
  • Wind Energy: Technical University of Denmark (DTU)
  • Programming Foundations with JavaScript, HTML and CSS: Duke University
  • Analyze Financials: Balance, Budget, and Beyond: Coursera
  • Web Applications for Everybody: University of Michigan
  • IBM Program Manager: IBM
  • Negotiation, Mediation and Conflict Resolution: ESSEC Business School
  • AI in Finance Agent: AI CERTs

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