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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
    D

    Duke University

    Decentralized Finance (DeFi) Infrastructure

    Skills you'll gain: Blockchain, FinTech, Interoperability, Payment Systems, Financial Inclusion, Emerging Technologies, Financial Systems, Cryptography, Digital Assets, Financial Regulation, Banking, Transaction Processing, Data Integrity, Computer Security, Governance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.6K reviews

    Beginner · Course · 1 - 4 Weeks

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    U

    University of Illinois Urbana-Champaign

    Foundations of Internal Auditing and Organizational Risk

    Skills you'll gain: Audit Planning, Internal Auditing, Audit Working Papers, Stakeholder Communications, Auditing, Internal Controls, Auditors Report, Compliance Auditing, Governance Risk Management and Compliance, Data Storytelling, Internal Communications, Stakeholder Management, Strategic Communication, Risk Analysis, Report Writing, Business Ethics, Enterprise Risk Management (ERM), Risk Management, Benchmarking, Fraud detection

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
    Free Trial
    A

    Alex Genadinik

    YouTube Marketing 2026: YouTube SEO & Algorithms

    Skills you'll gain: Search Engine Optimization, Web Analytics and SEO, Social Media Strategy, Social Media Marketing, Marketing, Video Production, Marketing Strategies, Content Creation, Paid media, Content Strategy, Advertising Campaigns, Brand Marketing, Live Streaming

    Mixed · Course · 3 - 6 Months

  • Status: New
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    C

    Coursera

    Present Compelling Data Stories, Drive Outcomes

    Skills you'll gain: Data Storytelling, Healthcare Project Management, Data Visualization, Concision, Analytical Skills

    Beginner · Course · 1 - 4 Weeks

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    A

    AI CERTs

    AI For Healthcare Leaders

    Skills you'll gain: Responsible AI, Data Ethics, Health Care Administration, Medical Billing and Coding, Artificial Intelligence, Health Informatics, Regulatory Compliance, AI Enablement, Patient Flow, Machine Learning, Medical Billing, Natural Language Processing, Revenue Cycle Management, Artificial Intelligence and Machine Learning (AI/ML), Health Care, Medical Assistance, Predictive Modeling, Generative AI

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Intuit

    Tracking expenses, liabilities, and equity

    Skills you'll gain: Payroll, Payroll Tax, Financial Statements, Balance Sheet, Financial Accounting, Sales Tax, Accounting, Ledgers (Accounting), Accounts Payable, General Accounting, Bookkeeping, Equities, Loans, Tax

    4.4
    Rating, 4.4 out of 5 stars
    ·
    793 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    U

    University of Michigan

    Negociações de sucesso: estratégias e habilidades essenciais (em Português)

    Skills you'll gain: Negotiation, Contract Negotiation, Mediation, Arbitration, Price Negotiation, Planning, Strategic Planning, Conflict Management, Communication, Cultural Diversity, Business Ethics, Decision Making

    4.9
    Rating, 4.9 out of 5 stars
    ·
    1.6K reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    C

    Coursera

    Analyze Marketing: Define and Apply Strategy

    Skills you'll gain: Value Propositions, Target Audience, Target Market, Strategic Decision-Making, Business Strategy, Strategic Marketing, Marketing Planning, Competitive Analysis, Marketing, Competitive Intelligence, Analysis, Marketing Strategy and Techniques, Customer Analysis, Market Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    P

    Packt

    Horizontal and Lateral Career Moves

    Skills you'll gain: Growth Mindedness, Professional Development, Lifelong Learning, Professional Networking, Adaptability, Willingness To Learn, Self-Motivation, Cognitive flexibility, Collaboration, Curiosity, Resourcefulness, Communication, Empowerment, Mentorship, Personal Development, Organizational Change, Strategic Decision-Making, Emerging Technologies, Planning

    Intermediate · Course · 1 - 3 Months

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    E

    EDUCBA

    Build Professional iOS Apps with Swift Programming

    Skills you'll gain: iOS Development, Swift Programming, Apple iOS, Application Development, Mobile Development, Portfolio Management, User Interface and User Experience (UI/UX) Design, Usability, Application Design, Software Design Patterns, Secure Coding, Object Oriented Programming (OOP), Financial Trading, Software Architecture, Data Visualization Software, Application Lifecycle Management, Data Modeling, Programming Principles, Data Validation, Maintainability

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    M

    Minnesota State University, Mankato

    Business Leadership Essentials: HR, Org Design & Negotiation

    Skills you'll gain: Human Resources Management and Planning, Employee Engagement, Organizational Structure, Negotiation, Process Design, Organizational Development, Operational Excellence, People Analytics, Conflict Management, Talent Management, Change Management, Performance Management, Strategic Leadership, Team Management, Stakeholder Management, Process Improvement, Business Strategies, Business Strategy, Problem Solving, Decision Making

    Beginner · Specialization · 1 - 3 Months

  • Status: New
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    E

    EDUCBA

    Build & Implement a C# .NET Fever Tracking System

    Skills you'll gain: Data Validation, .NET Framework, System Requirements, Database Design, C# (Programming Language), ASP.NET, User Interface (UI) Design, Databases, Application Development, Healthcare Project Management, Application Design, Object Oriented Programming (OOP), Business Logic, Microsoft Visual Studio, Debugging

    Intermediate · Course · 1 - 4 Weeks

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

  • Decentralized Finance (DeFi) Infrastructure: Duke University
  • Foundations of Internal Auditing and Organizational Risk: University of Illinois Urbana-Champaign
  • YouTube Marketing 2026: YouTube SEO & Algorithms: Alex Genadinik
  • Present Compelling Data Stories, Drive Outcomes: Coursera
  • AI For Healthcare Leaders: AI CERTs
  • Tracking expenses, liabilities, and equity: Intuit
  • Negociações de sucesso: estratégias e habilidades essenciais (em Português): University of Michigan
  • Analyze Marketing: Define and Apply Strategy: Coursera
  • Horizontal and Lateral Career Moves: Packt
  • Build Professional iOS Apps with Swift Programming: EDUCBA

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