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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.


Popular Financial Planning Courses and Certifications


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    Coursera

    Agentic AI Content for Practitioners (Teams: Finance)

    Skills you'll gain: Organizational Change, Agentic Workflows, AI Enablement, Generative AI Agents, Workflow Management, Predictive Analytics, Cash Management, Responsible AI, Performance Tuning, Fraud detection, Accounting and Finance Software, Financial Reporting

    Intermediate · Course · 1 - 4 Weeks

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    Google

    Google AI

    Skills you'll gain: Vibe coding, Brainstorming, Planning, Generative AI, Content Creation, Artificial Intelligence, Data Analysis, Presentations, Data Visualization, Business Communication, Responsible AI, Research, Project Management, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
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    27 reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    Stanford University

    Algorithms

    Skills you'll gain: Data Structures, Graph Theory, Algorithms, Bioinformatics, Theoretical Computer Science, Network Model, Programming Principles, Social Network Analysis, Network Analysis, Computational Thinking, Analysis, Computer Science, Network Routing, Probability, Pseudocode, Computational Logic, Operations Research

    4.8
    Rating, 4.8 out of 5 stars
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    6K reviews

    Intermediate · Specialization · 3 - 6 Months

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    IBM

    Introduction to Agile Development and Scrum

    Skills you'll gain: User Story, Agile Software Development, Scrum (Software Development), Agile Methodology, Kanban Principles, Backlogs, Sprint Retrospectives, Agile Project Management, Workflow Management, Sprint Planning, Team Management, Product Requirements, Lean Methodologies, Performance Measurement

    4.9
    Rating, 4.9 out of 5 stars
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    2.7K reviews

    Beginner · Course · 1 - 4 Weeks

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    Logical Operations

    Project Management: Managing Uncertainty and Risks

    Skills you'll gain: Risk Analysis, Project Risk Management, User Story, Communication Planning, Sprint Planning, Agile Project Management, Change Control, Project Management, Project Planning, Backlogs, Release Management, Stakeholder Communications, Team Leadership, Leadership, Microsoft Excel, Leadership Development, Microsoft Word, Microsoft Office

    Mixed · Course · 1 - 4 Weeks

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    University of California, Irvine

    Éxito Profesional

    Skills you'll gain: Work Breakdown Structure, Business Writing, Critical Thinking, Cash Management, Team Leadership, Negotiation, Time Management, Planning, Entrepreneurship, Financial Statements, Contract Negotiation, Financial Analysis, Project Schedules, Feasibility Studies, Verbal Communication Skills, Scheduling, Project Management, Staff Management, Finance, Change Management

    4.7
    Rating, 4.7 out of 5 stars
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    9.3K reviews

    Beginner · Specialization · 3 - 6 Months

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    Coursera

    Reconcile Accounts: Detect Fraud & Resolve Discrepancies

    Skills you'll gain: Fraud detection, Reconciliation, Variance Analysis, Cash Control, Internal Controls, Asset Protection, Accounting Records, Financial Statement Analysis, Financial Controls, Investigation

    Beginner · Course · 1 - 4 Weeks

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    University of Virginia

    Business Strategy

    Skills you'll gain: Growth Strategies, Business Strategy, Strategic Thinking, Plan Execution, Mergers & Acquisitions, Competitive Analysis, Organizational Strategy, Business Ethics, Peer Review, Data-Driven Decision-Making, Corporate Strategy, Strategic Leadership, Business Planning, Strategic Decision-Making, Governance, Stakeholder Management, New Business Development, Business Research, Analysis, Project Management

    4.8
    Rating, 4.8 out of 5 stars
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    4.8K reviews

    Beginner · Specialization · 3 - 6 Months

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    Stanford University

    Game Theory

    Skills you'll gain: Game Theory, Mathematical Modeling, Graph Theory, Bayesian Statistics, Behavioral Economics, Probability, Economics, Problem Solving, Algorithms, Probability Distribution

    4.6
    Rating, 4.6 out of 5 stars
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    4.9K reviews

    Beginner · Course · 1 - 3 Months

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    Universidades Anáhuac

    Finanzas en acción: Estrategias para emprender con éxito

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Cash Flows, Entrepreneurial Finance, Working Capital, Financial Analysis, Cash Flow Forecasting, Balance Sheet, Entrepreneurship, Financial Management, Finance, Strategic Decision-Making

    Intermediate · Course · 1 - 3 Months

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    EDUCBA

    Analyze and Build Trading Systems Using Market Models

    Skills you'll gain: Financial Trading, Financial Market, Technical Analysis, Derivatives, Statistical Analysis, Market Dynamics, Risk Analysis, Market Analysis, Trend Analysis, Performance Analysis, Probability Distribution, Behavioral Economics, Model Evaluation

    Beginner · Course · 1 - 4 Weeks

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    Vanderbilt University

    Prompt Engineering for ChatGPT

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, LLM Application, Productivity, OpenAI, AI Enablement, Generative AI, Artificial Intelligence, Large Language Modeling, Creativity, Problem Solving, Context Management, Verification And Validation

    4.8
    Rating, 4.8 out of 5 stars
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    7.7K reviews

    Beginner · Course · 1 - 3 Months

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

  • Agentic AI Content for Practitioners (Teams: Finance): Coursera
  • Google AI: Google
  • Algorithms: Stanford University
  • Introduction to Agile Development and Scrum: IBM
  • Project Management: Managing Uncertainty and Risks: Logical Operations
  • Éxito Profesional: University of California, Irvine
  • Reconcile Accounts: Detect Fraud & Resolve Discrepancies: Coursera
  • Business Strategy: University of Virginia
  • Game Theory: Stanford University
  • Finanzas en acción: Estrategias para emprender con éxito: Universidades Anáhuac

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