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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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    I

    IE Business School

    Liquidity and Solvency in Financial Accounting

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Working Capital, Financial Statements, Cash Management, Cash Flows, Business Metrics, Financial Acumen, Business Acumen, Business, Accounting, Financial Accounting, Finance

    4.3
    Rating, 4.3 out of 5 stars
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    6 reviews

    Intermediate · Course · 1 - 4 Weeks

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    University of Illinois Urbana-Champaign

    Financial Statement and Ratio Analysis for Accountants

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Accounting, Accounting, Financial Reporting, Balance Sheet, Income Statement, Finance, Financial Forecasting, Annual Reports, Return On Investment, Business Valuation, Cash Flows, Securities (Finance)

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    110 reviews

    Intermediate · Course · 1 - 3 Months

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    EDUCBA

    Master Financial Modeling with Excel & AI: Analyze Forecast

    Skills you'll gain: Financial Modeling, Financial Forecasting, Financial Statements, Depreciation, Balance Sheet, Capital Budgeting, Financial Analysis, Excel Formulas, Income Statement, Microsoft Excel, Risk Analysis, Data Storytelling, Data Validation, Cash Flows, Data Presentation, Return On Investment, Pivot Tables And Charts

    Beginner · Course · 1 - 3 Months

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    C

    Coursera

    YouTube Planning: Manage Content Like a Pro

    Skills you'll gain: Content Performance Analysis, Content Strategy, Target Audience, Production Planning, Scheduling, Project Planning, Content Management, Content Creation, Organizational Skills, Workflow Management, AI Product Strategy, Marketing Channel

    Beginner · Course · 1 - 4 Weeks

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    C

    Copenhagen Business School

    Social Business Model and Planning for Social Innovation

    Skills you'll gain: Team Oriented, Business Planning, Social Impact, Organizational Structure, Business Modeling, Entrepreneurship, Business Strategy, Fundraising, Value Propositions, Financial Planning, Investments, Presentations

    4.7
    Rating, 4.7 out of 5 stars
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    125 reviews

    Beginner · Course · 1 - 3 Months

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    EDUCBA

    Financial Modeling of Tesla: Analyze & Value

    Skills you'll gain: Capital Expenditure, Financial Modeling, Financial Analysis, Revenue Forecasting, Business Valuation, Financial Statement Analysis, Financial Statements, Financial Forecasting, Depreciation, Cash Flow Forecasting, Balance Sheet, Annual Reports, Sales, Working Capital, Microsoft Excel

    Mixed · Course · 1 - 4 Weeks

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    EDUCBA

    Analyze Financial Data with Python for Decision Making

    Skills you'll gain: Data-Driven Decision-Making, Statistical Analysis, Financial Modeling, Python Programming

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Financial Analysis & Tax Accounting: Apply & Evaluate

    Skills you'll gain: Working Capital, Balance Sheet, Income Statement, Financial Reporting, Case Studies, Operational Efficiency, Return On Investment, Corporate Tax

    Mixed · Course · 1 - 4 Weeks

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    EDUCBA

    Analyze Financial Risk Using AI, Markets, and Governance

    Skills you'll gain: Risk Modeling, Financial Systems, Responsible AI, Safety Culture, FinTech

    Intermediate · Course · 1 - 3 Months

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    C

    Coursera

    Strategic Career Planning in Technology-Based Roles

    Skills you'll gain: Strategic Planning, Workforce Development, Applicant Tracking Systems, Professional Networking, Computer Science, LinkedIn, Professional Development, Technology Strategies, Recruitment, Adaptability, Information Technology, Branding

    Intermediate · Course · 1 - 4 Weeks

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    Coursera

    Instagram Planning: Manage Content Like a Pro

    Skills you'll gain: Instagram, Content Creation, Social Media Management, Social Media Content, Content Development and Management, Marketing Planning, Content Strategy, Shared Media, Owned Media, Scheduling, Workflow Management

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Apple Inc Financial Modeling: Analyze & Forecast

    Skills you'll gain: Working Capital, Income Statement, Balance Sheet, Capital Expenditure, Business Valuation, Accounts Receivable, Analysis, Cash Flows, Risk Analysis

    Mixed · Course · 1 - 4 Weeks

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

  • Liquidity and Solvency in Financial Accounting: IE Business School
  • Financial Statement and Ratio Analysis for Accountants: University of Illinois Urbana-Champaign
  • Master Financial Modeling with Excel & AI: Analyze Forecast: EDUCBA
  • YouTube Planning: Manage Content Like a Pro: Coursera
  • Social Business Model and Planning for Social Innovation: Copenhagen Business School
  • Financial Modeling of Tesla: Analyze & Value: EDUCBA
  • Analyze Financial Data with Python for Decision Making: EDUCBA
  • Financial Analysis & Tax Accounting: Apply & Evaluate: EDUCBA
  • Analyze Financial Risk Using AI, Markets, and Governance: EDUCBA
  • Strategic Career Planning in Technology-Based Roles: Coursera

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