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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: Free Trial
    Free Trial
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    University of Illinois Urbana-Champaign

    Innovation: From Creativity to Entrepreneurship

    Skills you'll gain: Entrepreneurship, Strategic Decision-Making, Innovation, Creativity, Team Management, Creative Problem-Solving, Ideation, Technology Strategies, Creative Thinking, Business Modeling, Strategic Thinking, Value Propositions, Collaboration, Business Planning, Strategic Planning, New Product Development, Cognitive flexibility, Entrepreneurial Finance, Open Mindset, Leadership

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    K

    Kennesaw State University

    Six Sigma and the Organization (Advanced)

    Skills you'll gain: Quality Improvement, Lean Six Sigma, Lean Methodologies, Six Sigma Methodology, Process Improvement, Lean Manufacturing, Process Capability, Process Analysis, Continuous Improvement Process, Project Planning, Benchmarking, Root Cause Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.8K reviews

    Intermediate · Course · 1 - 3 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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    C

    Coursera

    Scaling No-Code Automation with Reflect

    Skills you'll gain: Test Case, Test Automation, Test Execution Engine, Regression Testing, CI/CD, API Testing, Continuous Integration, Continuous Deployment, No-Code Development, Test Planning, Test Data, Maintainability, Debugging, Scalability

    Advanced · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Code Yourself! An Introduction to Programming

    Skills you'll gain: Game Design, Software Engineering, Programming Principles, Software Development, Software Design, Computer Programming, Computational Thinking, Debugging, Algorithms

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
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    C

    Coursera

    Define SMART KPIs: Measure Business Success

    Skills you'll gain: Key Performance Indicators (KPIs), Business Metrics, Accountability, Goal Setting, Management Reporting, Trend Analysis, Analytical Skills, Data-Driven Decision-Making

    Intermediate · Course · 1 - 4 Weeks

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    Coursera

    Reconcile Accounts & QuickBooks Integrity

    Skills you'll gain: Reconciliation, QuickBooks (Accounting Software), Ledgers (Accounting), Accounting Records, Audit Working Papers, General Ledger, Auditing, Bookkeeping, Standard Accounting Practices, Accounts Payable, Workflow Management, Accounting Software, Document Management, Data Integrity, Accounting Systems, Record Keeping, Accounts Payable and Receivable, Accounts Receivable, Transaction Processing, Billing & Invoicing

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    LearnKartS

    Generative AI for Recruiters and HR Professionals

    Skills you'll gain: Prompt Engineering, Prompt Patterns, Responsible AI, Talent Acquisition, Compliance Management, Human Resources, HR Tech, Generative AI, Performance Review, Generative AI Agents, ChatGPT, Human Capital, Workforce Planning, AI Workflows, Employee Onboarding, Employee Engagement, Large Language Modeling

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    S

    Scrum Alliance

    Get Started with AI Prompt Engineering

    Skills you'll gain: Prompt Engineering, Responsible AI, Prompt Engineering Tools, AI Workflows, AI Enablement, AI Product Strategy, Scaled Agile Framework, Artificial Intelligence, Agile Methodology, Generative AI, Kanban Principles

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    EDUCBA

    Design a Pavilion in SketchUp: 3D Modeling Case Study

    Skills you'll gain: SketchUp (3D Modeling Software), Visualization (Computer Graphics), 3D Modeling, Conceptual Design, Design Thinking, Layout Design, Spatial Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Coursera

    Project Timelines with Asana

    Skills you'll gain: Project Schedules, Scheduling, Stakeholder Communications, Timelines, Dependency Analysis, Milestones (Project Management), Stakeholder Management, Project Management Software, Project Management, Project Planning, Project Coordination, Conflict Management

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    ESG Risks and Opportunities

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Risk Analysis, Risk Management, Case Studies, Stakeholder Engagement, Business Risk Management, Stakeholder Management, Corporate Sustainability, Investment Management, Portfolio Management, Environmental Management Systems, Investments, Financial Analysis, Sustainable Business, Governance, Performance Measurement

    4.6
    Rating, 4.6 out of 5 stars
    ·
    780 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Innovation: From Creativity to Entrepreneurship: University of Illinois Urbana-Champaign
  • Six Sigma and the Organization (Advanced): Kennesaw State University
  • Fiverr Freelancing: Strategies To Become a Top-1% Freelancer: Alex Genadinik
  • Scaling No-Code Automation with Reflect: Coursera
  • Code Yourself! An Introduction to Programming: The University of Edinburgh
  • Define SMART KPIs: Measure Business Success: Coursera
  • Reconcile Accounts & QuickBooks Integrity: Coursera
  • Generative AI for Recruiters and HR Professionals: LearnKartS
  • Get Started with AI Prompt Engineering: Scrum Alliance
  • Design a Pavilion in SketchUp: 3D Modeling Case Study: EDUCBA

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