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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: New
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    Coursera

    Reconcile Accounts: Bank Statements

    Skills you'll gain: Reconciliation, Ledgers (Accounting), Auditing, Accounting Records, General Ledger

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    EDUCBA

    Apply Machine Learning for Predictive Business Analytics

    Skills you'll gain: Model Evaluation, Feature Engineering, Data Preprocessing, Financial Data, Predictive Modeling, Customer Demand Planning, Data-Driven Decision-Making, Exploratory Data Analysis, R Programming, Customer Analysis, Predictive Analytics, Profit and Loss (P&L) Management, Risk Modeling, Inventory Management System, Analytics, Advanced Analytics, Supply Chain Management, Business Analytics, Machine Learning, Business

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
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    Copenhagen Business School

    Strategic Management

    Skills you'll gain: Strategic Thinking, Business Strategy, Business Strategies, Strategic Decision-Making, Strategic Planning, Strategic Leadership, Business Transformation, Technology Strategies, Competitive Analysis, Global Marketing, Case Studies, Market Dynamics

    4.7
    Rating, 4.7 out of 5 stars
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    4.6K reviews

    Mixed · Course · 1 - 3 Months

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    Northeastern University

    Agile Software Development Part 2

    Skills you'll gain: Agile Software Development, Agile Methodology, Scaled Agile Framework, Agile Project Management, Conflict Management, Leadership, Sprint Planning, Scrum (Software Development), Project Planning, Team Building, Software Development Life Cycle, Prioritization, Backlogs, Sprint Retrospectives, Kanban Principles, User Story, Lean Methodologies, Communication, Continuous Improvement Process

    Mixed · Course · 1 - 3 Months

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    Duke University

    AI for Productivity

    Skills you'll gain: Responsible AI, Adobe Firefly, Productivity Software, AI Workflows, Generative AI, Productivity, Writing, Artificial Intelligence, Gemini, Microsoft Copilot, Unstructured Data, Prompt Engineering, Administrative Support, ChatGPT, Data Analysis, Text Mining, Operational Efficiency, Project Schedules, Media Production

    4.8
    Rating, 4.8 out of 5 stars
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    12 reviews

    Beginner · Course · 1 - 4 Weeks

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    Meta

    Version Control

    Skills you'll gain: Version Control, Unix Commands, Git (Version Control System), GitHub, Linux Commands, Software Versioning, Command-Line Interface, Linux, Collaborative Software, File Management, Software Development Tools, Software Development, Web Development

    4.6
    Rating, 4.6 out of 5 stars
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    3.8K reviews

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Cybersecurity Fundamentals for High-Tech Manufacturing

    Skills you'll gain: Incident Response, Computer Security Incident Management, Operational Risk, Case Studies, Security Management, Risk Management, Risk Mitigation, Intellectual Property, Crisis Management, Cybersecurity, Manufacturing Operations, Security Controls, Security Strategy, Cyber Security Strategy, Cyber Attacks, Cyber Engineering, Continuous Monitoring, Compliance Reporting, Governance, Design

    Intermediate · Course · 1 - 4 Weeks

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    Packt

    Fedora Mastery – Workstation & Server Admin

    Intermediate · Course · 1 - 3 Months

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    Coursera

    Project Status Reports with AI

    Skills you'll gain: Business Reporting, Dashboard, Stakeholder Communications, AI Enablement, Strategic Decision-Making, Project Coordination, Project Management, Risk Management

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of Pennsylvania

    What is Compliance?

    Skills you'll gain: Compliance Management, Compliance Training, Regulation and Legal Compliance, Legal Risk, Law, Regulation, and Compliance, Governance Risk Management and Compliance, Compliance Reporting, Regulatory Requirements, Compliance Auditing, Risk Management, Operational Risk, Governance, Risk Mitigation, Strategic Planning, Risk Analysis, Brand Management

    4.8
    Rating, 4.8 out of 5 stars
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    1.5K reviews

    Mixed · Course · 1 - 4 Weeks

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    Packt

    Future Thinking

    Skills you'll gain: Strategic Thinking, Leadership, Organizational Strategy, Creative Thinking, Collaboration, Business Research, AI Enablement, Data-Driven Decision-Making

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    University of Illinois Urbana-Champaign

    Investments I: Fundamentals of Performance Evaluation

    Skills you'll gain: Finance, Investments, Business Valuation, Portfolio Management, Financial Modeling, Financial Market, Equities, Return On Investment, Financial Analysis, Regression Analysis, Corporate Finance, Asset Management, Microsoft Excel, Risk Analysis, Performance Analysis, Cash Flows

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    926 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Reconcile Accounts: Bank Statements: Coursera
  • Apply Machine Learning for Predictive Business Analytics: EDUCBA
  • Strategic Management: Copenhagen Business School
  • Agile Software Development Part 2: Northeastern University
  • AI for Productivity: Duke University
  • Version Control: Meta
  • Cybersecurity Fundamentals for High-Tech Manufacturing: Coursera
  • Fedora Mastery – Workstation & Server Admin: Packt
  • Project Status Reports with AI: Coursera
  • What is Compliance?: University of Pennsylvania

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