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  • Financial Planning

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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    M

    Measure What Matters

    OKR Certification: Leadership and Goal Setting

    Skills you'll gain: Goal Setting, Key Performance Indicators (KPIs), Organizational Effectiveness, Organizational Leadership, Business Priorities, Organizational Strategy, Personal Development, Leadership and Management, Performance Management, Employee Performance Management, Prioritization, Recognizing Others, Performance Measurement, Planning, Collaboration, Business Strategy, Constructive Feedback, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    658 reviews

    Beginner · Course · 1 - 4 Weeks

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    C

    Coursera

    Analyze AI to Amplify Brand Success

    Skills you'll gain: Performance Measurement, Brand Awareness, Digital Marketing, Strategic Marketing, Marketing Planning, Marketing Strategies, Marketing Analytics, AI Personalization, Campaign Management, Strategic Partnership, Competitive Intelligence, Brand Management, Customer Insights, AI Enablement, Promotions and Campaigns, Competitive Analysis, ChatGPT, Goal Setting

    Beginner · Course · 1 - 4 Weeks

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    Packt

    4 AI Agentic Design Patterns – Workflows with Ollama

    Skills you'll gain: AI Workflows, Agentic Workflows, Prompt Patterns, Tool Calling, OpenAI API, Artificial Intelligence, Software Design Patterns, Prompt Engineering, Development Environment, Python Programming

    Intermediate · Course · 1 - 3 Months

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    A

    AI CERTs

    Managing Projects with AI

    Skills you'll gain: AI Product Strategy, Project Management Software, Responsible AI, Project Risk Management, AI Enablement, Project Management, Project Portfolio Management, Project Management Life Cycle, Risk Analysis, Project Management Office (PMO), Project Implementation, Resource Allocation, Timelines, Project Scoping, Artificial Intelligence and Machine Learning (AI/ML), Project Performance, Project Accounting, Predictive Modeling, Generative AI Agents, Generative AI

    Intermediate · Course · 1 - 3 Months

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    L

    Logical Operations

    Introduction to Agile and Scrum Methodologies

    Skills you'll gain: Agile Methodology, Scrum (Software Development), Agile Project Management, Sprint Retrospectives, Agile Software Development, Sprint Planning, User Story, Backlogs, Agile Product Development, Project Estimation, Project Management, Estimation, Project Planning

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
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    U

    University of Cape Town

    Fintech Startups in Emerging Markets

    Skills you'll gain: Design Thinking, Entrepreneurship, Business Modeling, Blockchain, Solution Design, Cryptography, Financial Regulations, FinTech, Financial Regulation, Business Planning, Emerging Technologies, Financial Systems, Video Production, Business Strategies, Market Opportunities, Business Strategy, Mobile Banking, Banking, Machine Learning, New Business Development

    4.7
    Rating, 4.7 out of 5 stars
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    262 reviews

    Beginner · Specialization · 3 - 6 Months

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    Coursera

    Getting Started with ALM in Azure DevOps

    Skills you'll gain: Azure DevOps Pipelines, Azure DevOps, Application Lifecycle Management, Agile Project Management, CI/CD, Continuous Deployment, Continuous Integration, Infrastructure as Code (IaC), Version Control, Agile Methodology, DevOps, Test Automation, Sprint Planning, Release Management, User Story, Software Quality Assurance

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    E

    EDHEC Business School

    Introduction to Portfolio Construction and Analysis with Python

    Skills you'll gain: Investment Management, Portfolio Management, Portfolio Risk, Investments, Return On Investment, Asset Management, Risk Analysis, Financial Modeling, Risk Management, Financial Analysis, NumPy, Python Programming, Simulations, Pandas (Python Package), Matplotlib, Data Manipulation

    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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    EDUCBA

    Build DevOps CI/CD Pipelines with Jenkins and Ansible

    Skills you'll gain: Cloud Deployment, Amazon Web Services, Software Development, Configuration Management, Java

    Beginner · Course · 1 - 4 Weeks

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    Packt

    Manufacturing & Engineering

    Skills you'll gain: Labor Compliance, Industrial Engineering, Manufacturing and Production, Production Process, Team Management, Manufacturing Processes, Communication Strategies, Engineering

    Intermediate · Course · 1 - 4 Weeks

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    I

    IESE Business School

    Mujer y Liderazgo

    Skills you'll gain: Delegation Skills, Prioritization, Meeting Facilitation, Leadership, Negotiation, Initiative and Leadership, Professional Development, Company, Product, and Service Knowledge, Team Management, Relationship Management, Influencing, Collaboration, Planning, Decision Making, Self-Awareness, Talent Management, Diversity and Inclusion, Strategic Thinking, Diversity Awareness, Scheduling

    Beginner · Specialization · 1 - 3 Months

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    A

    Alex Genadinik

    Personal Branding: Path To Become A Top-1% Personal Brand

    Skills you'll gain: TikTok, LinkedIn, Closing (Sales), Strategic Partnership, Podcasting, Thought Leadership, Content Creation, Social Media Content, Brand Awareness, Social Media, Productivity Software, Social Media Marketing, Brand Strategy, Content Strategy, Business Planning, Business Relationship Management, Contract Negotiation, Web Analytics and SEO, Negotiation, Proposal Writing

    Beginner · Specialization · 3 - 6 Months

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

  • OKR Certification: Leadership and Goal Setting: Measure What Matters
  • Analyze AI to Amplify Brand Success: Coursera
  • 4 AI Agentic Design Patterns – Workflows with Ollama: Packt
  • Managing Projects with AI: AI CERTs
  • Introduction to Agile and Scrum Methodologies: Logical Operations
  • Fintech Startups in Emerging Markets: University of Cape Town
  • Getting Started with ALM in Azure DevOps: Coursera
  • Introduction to Portfolio Construction and Analysis with Python: EDHEC Business School
  • Build DevOps CI/CD Pipelines with Jenkins and Ansible: EDUCBA
  • Manufacturing & Engineering: Packt

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