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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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    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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    Alex Genadinik

    Digital Marketing Masterclass: A-Z Marketing Strategy

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

    Beginner · Specialization · 3 - 6 Months

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    Coursera

    Optimizing Enterprise Testing with Functionize

    Skills you'll gain: AI Orchestration, Testability, Jenkins, Integration Testing, Test Engineering, Azure DevOps, AI Enablement, Continuous Deployment

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
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    University of Illinois Urbana-Champaign

    Managerial Accounting: Cost Behaviors, Systems, and Analysis

    Skills you'll gain: Management Accounting, Cost Accounting, Accounting Systems, Supply Chain, Accounting, Operating Cost, Financial Accounting, Cost Management, Cost Estimation, Analysis, Decision Making

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    1.4K reviews

    Intermediate · Course · 1 - 4 Weeks

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    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
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    655 reviews

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Accounting: Balance Ledgers & Adjust Entries

    Skills you'll gain: Bookkeeping, QuickBooks (Accounting Software), Accruals, Ledgers (Accounting), Month End Closing, Accrual Accounting, Accounting Software, General Ledger, Accounting Records, Accounting, General Accounting, Reconciliation

    Beginner · Course · 1 - 4 Weeks

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    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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    Stanford University

    Introduction to Healthcare

    Skills you'll gain: Healthcare Ethics, Pharmaceuticals, Health Systems, Healthcare Industry Knowledge, Managed Care, Health Care, Medical Billing, Health Care Administration, Health Care Procedure and Regulation, Medicaid, Medicare, Health Policy, Hospital Experience, Value-Based Care

    4.8
    Rating, 4.8 out of 5 stars
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    1.5K reviews

    Beginner · Course · 1 - 3 Months

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    Scrum Alliance

    Metrics that Matter: Improving Product Outcomes

    Skills you'll gain: Business Metrics, Performance Metric, Performance Measurement, Agile Methodology, Data-Driven Decision-Making, Agile Product Development, Data Storytelling, Key Performance Indicators (KPIs), Technical Communication, Agile Project Management, Data Visualization, Continuous Improvement Process, Product Improvement, Team Performance Management, Product Management, Teamwork, Team Management, Product Development, Cross-Functional Team Leadership, Product Planning

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Apply C++ Graphics to Visualize Pandemic Population Data

    Skills you'll gain: Data Visualization Software, Visualization (Computer Graphics), C++ (Programming Language), Application Development, Graphing, Computer Graphics, Verification And Validation, Data Validation, Data Structures, Software Testing

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    University of Pennsylvania

    The Materiality of ESG Factors

    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, Governance, Investment Management, Portfolio Management, Diversity and Inclusion, Corporate Strategy, Waste Minimization, Sustainable Business, Investments, Portfolio Risk, Climate Change Adaptation, Equities, Finance

    4.7
    Rating, 4.7 out of 5 stars
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    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

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    EDUCBA

    Analyze & Apply Generative AI in FinTech with ChatGPT

    Skills you'll gain: AI Security, Investment Management, Technology Strategies, Business Ethics, Customer experience improvement, Operational Efficiency

    Beginner · Course · 1 - 4 Weeks

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

  • Analyze & Apply Generative AI for Research & Finance: EDUCBA
  • Digital Marketing Masterclass: A-Z Marketing Strategy: Alex Genadinik
  • Optimizing Enterprise Testing with Functionize: Coursera
  • Managerial Accounting: Cost Behaviors, Systems, and Analysis: University of Illinois Urbana-Champaign
  • OKR Certification: Leadership and Goal Setting: Measure What Matters
  • Accounting: Balance Ledgers & Adjust Entries: Coursera
  • Horizontal and Lateral Career Moves: Packt
  • Introduction to Healthcare: Stanford University
  • Metrics that Matter: Improving Product Outcomes: Scrum Alliance
  • Apply C++ Graphics to Visualize Pandemic Population Data: EDUCBA

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