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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

    Mastering Business Combinations: Analyze and Apply IFRS

    Skills you'll gain: Fixed Asset, Financial Statement Analysis

    Intermediate · Course · 1 - 3 Months

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    EDUCBA

    Master Accounting: Analyze, Manage & Optimize Finances

    Skills you'll gain: Payroll Processing, Accounting Software, Financial Reporting, Payroll, Business Reporting, Accounting, General Accounting, Ledgers (Accounting), Tax Management, Workflow Management, Vendor Management, Accounts Payable, Small Business Accounting, Accounts Receivable, Reconciliation, Inventory and Warehousing, Tax Compliance, Inventory Management System, System Configuration, Billing & Invoicing

    Beginner · Course · 1 - 4 Weeks

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    University of Michigan

    Healthcare Management and Finance

    Skills you'll gain: Health Care Administration, Community Health, Financial Statements, Mergers & Acquisitions, Financial Accounting, Public Health, Financial Statement Analysis, Human Resources Management and Planning, Strategic Decision-Making, Financial Analysis, Health Systems, Electronic Medical Record, Financial Management, Marketing Communications, Return On Investment, Balance Sheet, Business Valuation, Accounting, Strategic Planning, Marketing

    4.6
    Rating, 4.6 out of 5 stars
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    127 reviews

    Beginner · Specialization · 1 - 3 Months

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    Logical Operations

    Project Management: Applying Predictive and Adaptive Methods

    Skills you'll gain: Cost Management, Project Risk Management, Project Schedules, Project Closure, Cost Estimation, Project Performance, Project Management, Project Scoping, Project Planning, Scope Management, Team Leadership, Sprint Planning, Agile Project Management, Vendor Management, Change Control, Communication Planning, Sprint Retrospectives, Leadership, Conflict Management, Leadership Development

    Intermediate · Specialization · 3 - 6 Months

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    Coursera

    Healthcare Career Explorer: Certified Nursing Assistant

    Skills you'll gain: Patient Communication, Nursing Basics, Care Coordination, Communication, Patient Advocacy, Basic Patient Care, Teamwork, Patient Safety, Healthcare Industry Knowledge, Planning, Trend Analysis

    Beginner · Course · 1 - 4 Weeks

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    Duke University

    Medical Neuroscience

    Skills you'll gain: Neurology, Physiology, Anatomy, Cell Biology, Psychology, Pathology, Molecular Biology

    4.9
    Rating, 4.9 out of 5 stars
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    3.1K reviews

    Advanced · Course · 3 - 6 Months

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    Erasmus University Rotterdam

    Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital

    Skills you'll gain: Strategic Decision-Making, Business Valuation, Private Equity, Mergers & Acquisitions, Game Theory, Strategic Thinking, Financial Analysis, Business Strategy, Return On Investment, Investment Banking, Cash Flows, Corporate Finance, Competitive Analysis

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
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    1.4K reviews

    Advanced · Course · 1 - 3 Months

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    University of California, Irvine

    Éxito Profesional

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

    The Entrepreneurial Toolkit

    Skills you'll gain: Go To Market Strategy, Ideation, Growth Strategies, Entrepreneurial Finance, Entrepreneurship, Market Analysis, Brand Strategy, Marketing Strategies, Financial Forecasting, Product Marketing, Business Planning, Creative Problem-Solving, Business Valuation, Fundraising, Business Development, Product Management, Mergers & Acquisitions, Market Research, Financial Modeling, Critical Thinking and Problem Solving

    Beginner · Specialization · 3 - 6 Months

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    EDUCBA

    Mastering Foreign Currency Accounting & Hedging Techniques

    Skills you'll gain: Hedge Accounting, Financial Reporting, Technical Accounting, International Finance, Financial Accounting, Derivatives, Generally Accepted Accounting Principles (GAAP), Accounting, Financial Statements, Financial Analysis, Risk Management

    Intermediate · Course · 1 - 4 Weeks

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    EDUCBA

    Master Advanced Accounting: Analyze, Value & Consolidate

    Skills you'll gain: International Financial Reporting Standards, Business Valuation, Consolidation, Technical Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Mergers & Acquisitions, Financial Statement Analysis, Income Statement, Accounting, Balance Sheet

    Intermediate · Course · 1 - 4 Weeks

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    Johns Hopkins University

    Business Analytics with Excel: Elementary to Advanced

    Skills you'll gain: Risk Modeling, Operations Research, Regression Analysis, Microsoft Excel, Business Analytics, Risk Analysis, Business Process Modeling, Business Modeling, Resource Allocation, Analysis, Statistical Analysis, Mathematical Modeling, Financial Analysis, Transportation Operations, Linear Algebra

    4.8
    Rating, 4.8 out of 5 stars
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    4K reviews

    Intermediate · Course · 1 - 3 Months

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

  • Mastering Business Combinations: Analyze and Apply IFRS: EDUCBA
  • Master Accounting: Analyze, Manage & Optimize Finances: EDUCBA
  • Healthcare Management and Finance: University of Michigan
  • Project Management: Applying Predictive and Adaptive Methods: Logical Operations
  • Healthcare Career Explorer: Certified Nursing Assistant: Coursera
  • Medical Neuroscience: Duke University
  • Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital: Erasmus University Rotterdam
  • Éxito Profesional: University of California, Irvine
  • The Entrepreneurial Toolkit: Creo Incubator
  • Mastering Foreign Currency Accounting & Hedging Techniques: EDUCBA

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