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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


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    AI CERTs

    AI Policy Essentials

    Skills you'll gain: Policy Development, Governance, Data Governance, Data Strategy, Public Policies, Policy Analysis, Regulatory Requirements, Governance Risk Management and Compliance, Artificial Intelligence, Economics, Policy, and Social Studies, Artificial Intelligence and Machine Learning (AI/ML), Market Dynamics, Generative AI, Generative AI Agents, Accountability

    Beginner · Course · 1 - 3 Months

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    EDUCBA

    Analyze & Apply Generative AI for Research & Finance

    Skills you'll gain: Team Performance Management, Generative AI, Kanban Principles, Analytics, AI Security, Big Data, Investment Management, Coaching, Trend Analysis, Scalability, Emotional Intelligence, Technology Strategies, Business, Employee Engagement, Business Ethics, Customer experience improvement, Responsible AI, Complex Problem Solving, Research, Estimation

    Beginner · Specialization · 1 - 3 Months

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    University of London

    HTML: How to Build a Website

    Skills you'll gain: Hypertext Markup Language (HTML), Web Content Accessibility Guidelines, Web Design and Development, Web Design, Semantic Web, Web Content, Web Development, Interactive Design

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Tecnológico de Monterrey

    Administración de Proyectos: Principios Básicos

    Skills you'll gain: Project Schedules, Project Scoping, Stakeholder Management, Project Risk Management, Work Breakdown Structure, Stakeholder Analysis, Risk Analysis, Stakeholder Engagement, Cost Management, Risk Management, Project Management, Change Control, Microsoft Project, Project Controls, Communication Planning, Project Performance, Project Planning, Project Documentation, Earned Value Management, Budget Management

    4.7
    Rating, 4.7 out of 5 stars
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    6.1K reviews

    Beginner · Specialization · 3 - 6 Months

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    Alex Genadinik

    Digital Marketing Masterclass: A-Z Marketing Strategy

    Skills you'll gain: Marketing Psychology, Marketing Planning, Marketing Strategies, Blogs, Marketing, Web Analytics and SEO, Marketing Effectiveness, Podcasting, Growth Strategies, Social Media Content, Search Engine Optimization, Marketing Channel, Content Creation, Advertising Campaigns, Product Promotion, Digital Advertising, Marketing Automation, Case Studies, Professional Networking, Digital Marketing

    Beginner · Specialization · 3 - 6 Months

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    C

    Coursera

    Modern Data Architecture & Lakehouse Engineering

    Skills you'll gain: Data Lakes, Data Security, Apache Spark, Disaster Recovery, Cloud Infrastructure, Data Transformation, Infrastructure as Code (IaC), Database Architecture and Administration, PySpark, Performance Tuning, Terraform, Data Warehousing, Extract, Transform, Load, Data Architecture, Data Integration, Cloud Computing, Data Pipelines, Data Governance, SQL, Apache Airflow

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
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    M

    Microsoft

    Project Management Fundamentals

    Skills you'll gain: Stakeholder Management, Project Management Institute (PMI) Methodology, Project Management, Project Management Office (PMO), Stakeholder Analysis, Project Management Life Cycle, Project Closure, Project Implementation, Project Planning, Organizational Structure

    4.6
    Rating, 4.6 out of 5 stars
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    553 reviews

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Salesforce Agents: Building AI-Powered Automations

    Skills you'll gain: Salesforce, Business Process Automation, Agentic Workflows, Generative AI Agents, AI Enablement, Salesforce Development, Automation, AI Product Strategy, Business Workflow Analysis, Process Optimization, Responsible AI, Customer experience improvement, Case Studies, Scalability, Organizational Change, Performance Measurement

    Intermediate · Course · 1 - 4 Weeks

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    Niel Asher Education

    Clinical Sports Massage for Common Injuries

    Skills you'll gain: Manual Therapy, Sports Medicine, Athletic Training, Patient Evaluation, Exercise Therapy, Rehabilitation, Clinical Assessment, Injury Prevention, Treatment Planning, Physical Therapy, Orthopedics, Patient Education And Counseling, Pain Management, Kinesiology, Patient Treatment, Health And Wellness Coaching, Health Care, Pathology, Human Relations Movement, Anatomy

    Intermediate · Course · 1 - 4 Weeks

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    Starweaver

    Healthcare Data Security & Risk Management

    Skills you'll gain: Medical Privacy, Health Insurance Portability And Accountability Act (HIPAA) Compliance, Incident Response, Security Controls, Computer Security Incident Management, Health Information Management, Data Security, Cyber Risk, Personally Identifiable Information, Regulatory Compliance, Risk Management, Threat Management, Data Management, Threat Modeling, Cybersecurity, ISO/IEC 27001, Compliance Management, Continuous Monitoring

    Advanced · Course · 1 - 3 Months

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    EDUCBA

    Build and Implement a Real-Time Chat App with NodeJS

    Skills you'll gain: Software Development

    Beginner · Course · 1 - 4 Weeks

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    CertNexus

    IoTBIZ (Exam IOZ-110)

    Skills you'll gain: Internet Of Things, Business Planning, Project Planning, Information Technology, Systems Development Life Cycle, Software Development Life Cycle, Technology Strategies, Business Solutions, Emerging Technologies, Cloud Computing, Technology Solutions, Business Strategy, Cybersecurity, Operations, Risk Management, Software Development, Operational Efficiency, Prototyping

    Mixed · Course · 1 - 4 Weeks

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

  • AI Policy Essentials: AI CERTs
  • Analyze & Apply Generative AI for Research & Finance: EDUCBA
  • HTML: How to Build a Website: University of London
  • Administración de Proyectos: Principios Básicos: Tecnológico de Monterrey
  • Digital Marketing Masterclass: A-Z Marketing Strategy: Alex Genadinik
  • Modern Data Architecture & Lakehouse Engineering: Coursera
  • Project Management Fundamentals: Microsoft
  • Salesforce Agents: Building AI-Powered Automations: Coursera
  • Clinical Sports Massage for Common Injuries: Niel Asher Education
  • Healthcare Data Security & Risk Management: Starweaver

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