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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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    Macquarie University

    Pitching, Marketing and Sales For Startups

    Skills you'll gain: Value Propositions, Entrepreneurship, Social Media Marketing, Sales, Storytelling, Social Media Strategy, Marketing Strategies, Data-Driven Decision-Making, Customer Insights, Presentations, Fundraising and Crowdsourcing, Market Opportunities, Business Development, Business Modeling, Public Speaking, Strategic Partnership, Professional Networking

    Beginner · Course · 1 - 3 Months

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    EDUCBA

    Agile & Scrum Mastery for CSM and PSM Certification

    Skills you'll gain: Agile Methodology, Scrum (Software Development), Agile Project Management, Sprint Retrospectives, Continuous Improvement Process, Meeting Facilitation, Team Management, Team Building, Sprint Planning, Team Leadership, User Story, Lean Methodologies, Case Studies, Performance Improvement, Performance Analysis, Product Development, Leadership, Administration, Business

    Beginner · Specialization · 1 - 3 Months

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    Coursera

    Digital Record Keeping & Compliance

    Skills you'll gain: Record Keeping, Document Management, Accounting Records, Records Management, File Management, Compliance Management, Document Control, Regulatory Requirements, Regulation and Legal Compliance, Information Architecture, Auditing, Financial Regulations, Data Security

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Introduction to Project Management

    Skills you'll gain: Timelines, Project Documentation, Team Management, Stakeholder Management, Project Management, Project Management Software, Project Schedules, Project Scoping, Work Breakdown Structure, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
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    2.2K reviews

    Beginner · Guided Project · Less Than 2 Hours

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    University of Michigan

    Stocks and Bonds

    Skills you'll gain: Market Data, Finance, Corporate Finance, Financial Analysis, Financial Market, Securities (Finance), Investments, Equities, Capital Markets, Business Mathematics, Cash Flows

    4.6
    Rating, 4.6 out of 5 stars
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    423 reviews

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Building Trustworthy AI

    Skills you'll gain: AI Security, Responsible AI, Threat Modeling, DevSecOps, Governance Risk Management and Compliance, Compliance Management, Data Ethics, Data Governance, Model Evaluation, Reinforcement Learning, Risk Management, Prompt Engineering, Governance, Regulatory Compliance, Security Testing, MLOps (Machine Learning Operations), MITRE ATT&CK Framework, Continuous Monitoring, Ethical Standards And Conduct, Vulnerability Assessments

    3.7
    Rating, 3.7 out of 5 stars
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    9 reviews

    Intermediate · Specialization · 3 - 6 Months

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    Alex Genadinik

    Fiverr Freelancing: Strategies To Become a Top-1% Freelancer

    Skills you'll gain: Customer Retention, Sales Strategy, Upselling, Customer Acquisition Management, Revenue Management, Telecommuting, Growth Strategies, Entrepreneurship, Search Engine Optimization, Self-Starter, Copywriting, Branding

    Mixed · Course · 1 - 3 Months

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    IE Business School

    Branding: The Creative Journey

    Skills you'll gain: Brand Strategy, Customer experience strategy (CX), Branding, Storytelling, Production Planning, Brand Awareness, Logo Design, Content Marketing, Target Audience, Advertising Campaigns, Target Market, Content Creation, Customer experience improvement, Advertising, Marketing Design, Creative Design, Brand Management, Journalism, Creativity, Communication

    4.6
    Rating, 4.6 out of 5 stars
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    1.7K reviews

    Beginner · Specialization · 3 - 6 Months

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    University of Maryland, College Park

    Product Ideation, Design, and Management

    Skills you'll gain: Stakeholder Management, Product Management, Product Development, New Product Development, Wireframing, Financial Statements, Product Design, User Experience Design, Team Leadership, Prototyping, Competitive Analysis, Commercialization, Product Lifecycle Management, Financial Modeling, Value Propositions, Proposal Writing, Innovation, Target Market, Market Opportunities, Ideation

    4.5
    Rating, 4.5 out of 5 stars
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    721 reviews

    Beginner · Specialization · 3 - 6 Months

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    Infosec

    Access Control, Software Protection, System Integrity

    Skills you'll gain: Authentications, OAuth, Android Development, Application Security, Mobile Security, Secure Coding, Authorization (Computing), Security Engineering, Security Controls, Multi-Factor Authentication, Human Factors (Security), Vulnerability Management, Malware Protection, Threat Management, Data Integrity, Risk Management, Debugging, Encryption

    Mixed · Course · 1 - 4 Weeks

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    Coursera

    Career Readiness & Leadership Skills in the Modern Workplace

    Skills you'll gain: Active Listening, Emotional Intelligence, Interviewing Skills, Executive Presence, Conflict Management, Social Skills, Business Ethics, Case Studies, Collaboration, Empathy, Team Management, Team Leadership, Relationship Management, Ethical Standards And Conduct, Leadership, Self-Awareness, Strategic Planning, Workforce Development, Business Communication, Communication

    4.7
    Rating, 4.7 out of 5 stars
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    1.2K reviews

    Beginner · Specialization · 1 - 3 Months

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    University of Pennsylvania

    Operations Analytics

    Skills you'll gain: Descriptive Analytics, Business Analytics, Operations Research, Analytics, Predictive Analytics, Operational Analysis, Business Operations, Business Intelligence, Data Analysis, Operations Management, Data-Driven Decision-Making, Demand Planning, Forecasting, Simulation and Simulation Software, Business Modeling, Inventory and Warehousing, Process Optimization, Risk Analysis, Supply Chain Planning, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
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    5.1K reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Pitching, Marketing and Sales For Startups: Macquarie University
  • Agile & Scrum Mastery for CSM and PSM Certification: EDUCBA
  • Digital Record Keeping & Compliance: Coursera
  • Introduction to Project Management: Coursera
  • Stocks and Bonds: University of Michigan
  • Building Trustworthy AI: Coursera
  • Fiverr Freelancing: Strategies To Become a Top-1% Freelancer: Alex Genadinik
  • Branding: The Creative Journey: IE Business School
  • Product Ideation, Design, and Management: University of Maryland, College Park
  • Access Control, Software Protection, System Integrity: Infosec

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