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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

    Master Zoho Books: Analyze, Manage & Automate Accounting

    Skills you'll gain: Accounting Software, Financial Reporting, Business Reporting, Management Reporting, Project Accounting, Bookkeeping, Standard Accounting Practices, Accounting, Small Business Accounting, Ledgers (Accounting), General Accounting, Software As A Service, Expense Management, Order Management, Billing, Billing & Invoicing, Invoicing, System Configuration, Inventory Management System, Payment Processing

    Beginner · Course · 1 - 3 Months

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    Status: AI skills
    AI skills
    A

    Adobe

    Adobe Marketing Specialist

    Skills you'll gain: Adobe Express, Promotional Strategies, Marketing Planning, Social Media Content, Responsible AI, Digital Marketing, Cross-Channel Marketing, Logo Design, Digital Design, Content Marketing, Layout Design, Creative Design, Generative AI, Marketing Strategies, Campaign Management, Social Media Marketing, Graphic Design, Content Strategy, Advertising, Market Research

    4.7
    Rating, 4.7 out of 5 stars
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    2.8K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    University of Pennsylvania

    Decision-Making and Scenarios

    Skills you'll gain: Data-Driven Decision-Making, Forecasting, Financial Modeling, Financial Statements, Decision Making, Capital Budgeting, Financial Analysis, Return On Investment, Cash Flows, New Business Development, Risk Analysis, Income Statement, Balance Sheet, Spreadsheet Software

    4.6
    Rating, 4.6 out of 5 stars
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    1.7K reviews

    Mixed · Course · 1 - 4 Weeks

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    Northeastern University

    Engineering Project Management Part 1

    Skills you'll gain: Engineering Management, Project Risk Management, Innovation, Risk Management, Project Management, Project Design, Project Management Life Cycle, Cost Management, Creativity, Planning, Organizational Structure, Project Planning, Creative Thinking, Budgeting, Work Breakdown Structure, Leadership and Management, Organizational Strategy, Agile Methodology, Resource Allocation

    Beginner · Course · 1 - 3 Months

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    University of Minnesota

    Preparing to Manage Human Resources

    Skills you'll gain: Human Resource Strategy, Human Resources, Human Capital, Compensation Management, Resource Management, People Management, Employee Performance Management, Industrial and Organizational Psychology, Labor Law, Employee Engagement

    4.8
    Rating, 4.8 out of 5 stars
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    10K reviews

    Mixed · Course · 1 - 4 Weeks

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    University of London

    Brand Management: Aligning Business, Brand and Behaviour

    Skills you'll gain: Brand Management, Branding, Brand Marketing, Brand Strategy, Brand Awareness, Employee Engagement, Marketing Management, Global Marketing, Internal Communications, Customer experience strategy (CX), Human Resources, Organizational Change, Consumer Behaviour, Cross-Functional Collaboration

    4.9
    Rating, 4.9 out of 5 stars
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    7.8K reviews

    Beginner · Course · 1 - 3 Months

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    EDUCBA

    Master Repo Accounting: Analyze & Apply Key Principles

    Skills you'll gain: Financial Reporting, Technical Accounting, Accounting, Generally Accepted Accounting Principles (GAAP), Investments, Balance Sheet, Case Studies, Financial Accounting, Financial Statements, Securities (Finance), Financial Regulation, Compliance Reporting

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Project Time and Effort

    Skills you'll gain: Project Schedules, Resource Allocation, Scheduling, Timelines, Project Estimation, Resource Planning, Project Planning, Capacity Planning, Project Management, Resource Management, Stakeholder Management, Stakeholder Communications

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Evaluate and Mitigate Supplier Risk

    Skills you'll gain: Supplier Management, Risk Mitigation, Risk Management, Supplier Performance Management, Business Risk Management, Risk Analysis, Supply Chain Management, Supply Chain Planning, Technical Communication

    Beginner · Course · 1 - 4 Weeks

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    Scrum Alliance

    AI for Product Discovery & Strategy

    Skills you'll gain: AI Product Strategy, Product Planning, Brainstorming, Product Strategy, Generative AI, Strategic Decision-Making, Customer Insights, Market Analysis, Data-Driven Decision-Making, Market Research, Forecasting, Data Analysis

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    PM Phases: Initiate, Plan, Execute

    Skills you'll gain: Project Closure, Risk Mitigation, Project Risk Management, Project Planning, Business Communication

    Beginner · Course · 1 - 4 Weeks

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    Università Bocconi

    Financing and Investing in Infrastructure

    Skills you'll gain: Project Finance, Risk Analysis, Capital Budgeting, Financial Analysis, Private Equity, Credit Risk, Risk Management, Investments, Finance, Contract Management, Banking

    4.8
    Rating, 4.8 out of 5 stars
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    2.1K reviews

    Mixed · Course · 1 - 3 Months

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

  • Master Zoho Books: Analyze, Manage & Automate Accounting: EDUCBA
  • Adobe Marketing Specialist: Adobe
  • Decision-Making and Scenarios: University of Pennsylvania
  • Engineering Project Management Part 1: Northeastern University
  • Preparing to Manage Human Resources: University of Minnesota
  • Brand Management: Aligning Business, Brand and Behaviour: University of London
  • Master Repo Accounting: Analyze & Apply Key Principles: EDUCBA
  • Project Time and Effort: Coursera
  • Evaluate and Mitigate Supplier Risk: Coursera
  • AI for Product Discovery & Strategy: Scrum Alliance

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