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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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    U

    University of Maryland, College Park

    Risk Management Planning with Expert Judgement

    Skills you'll gain: Risk Analysis, Project Risk Management, Construction Management, Project Design, Quality Assurance, Risk Management, Project Planning, Contract Management, Project Coordination, Project Management, Team Oriented, Cost Management, Decision Making

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    ChatGPT for Project Management: Insight, Planning, & Success

    Skills you'll gain: Large Language Modeling, Project Planning, ChatGPT, Risk Analysis, Timelines, Project Risk Management, Performance Metric, Project Schedules, Project Management, Prompt Engineering, Key Performance Indicators (KPIs), Smart Goals, Work Breakdown Structure, Generative AI, Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    73 reviews

    Mixed · Course · 1 - 4 Weeks

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    N

    Northeastern University

    Strategic Info Systems: Planning & Business Alignment

    Skills you'll gain: Scope Management, Requirements Management, Project Scoping, Project Documentation, Change Control, Project Planning, Agile Methodology, Strategic Planning, Information Technology, Project Management, Business Planning, Stakeholder Communications

    Mixed · Course · 1 - 4 Weeks

  • Status: New
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    E

    EDUCBA

    Agile Practices: Apply, Evaluate & Optimize Planning

    Skills you'll gain: Sprint Retrospectives, Kanban Principles, Sprint Planning, Agile Project Management, Lean Methodologies, Risk Management, Agile Methodology, Team Building, Workflow Management, Backlogs, Project Planning, Performance Metric, Release Management, Scrum (Software Development), Scope Management, Continuous Improvement Process, Continuous Integration, Stakeholder Engagement, Decision Making, Test Driven Development (TDD)

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Project Management: Life cycle and project planning

    Skills you'll gain: Project Management Life Cycle, Project Management, Project Planning, Scope Management, Project Schedules, Work Breakdown Structure, Timelines, Organizational Skills, Organizational Structure, Resource Management

    4.8
    Rating, 4.8 out of 5 stars
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    110 reviews

    Beginner · Course · 1 - 4 Weeks

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    R

    Rutgers the State University of New Jersey

    Generative AI & Governmental Financial Reporting

    Skills you'll gain: Prompt Engineering, Scalability, Large Language Modeling, Governmental Accounting, Unstructured Data, LLM Application, Financial Data, Generative AI, Accounting, Artificial Intelligence, Robotic Process Automation, Financial Reporting, Automation, Application Programming Interface (API), User Interface (UI)

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The University of Melbourne

    The Language and Tools of Financial Analysis

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Statements, Accounting, Balance Sheet, Income Statement, Financial Reporting, Corporate Finance, Cash Flows, Accrual Accounting, Risk Analysis, Governance

    4.7
    Rating, 4.7 out of 5 stars
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    1.4K reviews

    Mixed · Course · 1 - 4 Weeks

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    S

    Simplilearn

    Agile Estimation Planning and Tracking Training

    Skills you'll gain: User Story, Project Estimation, Sprint Planning, Agile Project Management, Agile Methodology, Estimation, Stakeholder Communications, Backlogs, Agile Product Development, Stakeholder Management, Project Controls, Prioritization, Project Management, Forecasting, Release Management, Continuous Monitoring

    Beginner · Course · 1 - 3 Months

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    U

    United Cities and Local Governments of Africa

    Planning for Climate Change in African Cities

    Skills you'll gain: Climate Change Adaptation, Climate Change Programs, Climate Change Mitigation, Environmental Policy, Environmental Issue, Social Determinants Of Health, Community Development, Environmental Resource Management, Sustainable Development, Decision Support Systems, Governance, Vulnerability

    4.7
    Rating, 4.7 out of 5 stars
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    128 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    EDUCBA

    Analyze Big Data Analytics for Financial Transformation

    Skills you'll gain: Data-Driven Decision-Making, Case Studies, Analytics, Financial Services, Business Analytics, SAP Analytics Cloud, Banking, Financial Analysis, Big Data, Data Analysis, Risking, Trend Analysis, Fraud detection, Law, Regulation, and Compliance, Business Ethics, Data Visualization Software

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    I

    Interactive Brokers

    ESG Investing: Financial Decisions in Flux

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Development, Corporate Sustainability, Sustainability Standards, Financial Services, Environmental Regulations, Financial Market, Investments, Market Trend, Portfolio Management, Market Analysis, Regulatory Compliance, Capital Markets, Risk Analysis, Sustainable Business, Data Collection, Due Diligence, Big Data, Data Science, Risk Management

    4.5
    Rating, 4.5 out of 5 stars
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    127 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    GenAI in Business: Planning Framework for Implementation

    Skills you'll gain: Generative AI, AI Product Strategy, AI Enablement, Generative AI Agents, Data Integration, Data Strategy, Business Analysis, Data Quality, Technology Roadmaps, Business Solutions, Business Transformation, Business Strategy, Stakeholder Communications, Decision Making, Stakeholder Engagement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    32 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Risk Management Planning with Expert Judgement: University of Maryland, College Park
  • ChatGPT for Project Management: Insight, Planning, & Success: Vanderbilt University
  • Strategic Info Systems: Planning & Business Alignment: Northeastern University
  • Agile Practices: Apply, Evaluate & Optimize Planning: EDUCBA
  • Project Management: Life cycle and project planning: Politecnico di Milano
  • Generative AI & Governmental Financial Reporting: Rutgers the State University of New Jersey
  • The Language and Tools of Financial Analysis: The University of Melbourne
  • Agile Estimation Planning and Tracking Training: Simplilearn
  • Planning for Climate Change in African Cities: United Cities and Local Governments of Africa
  • Analyze Big Data Analytics for Financial Transformation: EDUCBA

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