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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


  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    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

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Analytics

    Skills you'll gain: Competitive Intelligence, Demand Planning, Strategic Sourcing, Competitive Analysis, Customer Demand Planning, Data Storytelling, Procurement, Supplier Management, Supply Chain, Regression Analysis, Supplier Performance Management, Inventory Control, Business Analytics, Data Collection, Supply Management, Supply Chain Management, Business Intelligence, Materials Management, Strategic Decision-Making, Data Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    UNSW Sydney (The University of New South Wales)

    Learning to Teach Online

    Skills you'll gain: Teaching, Digital pedagogy, Learning Management Systems, Education Software and Technology, Planning, Technology Strategies, digital literacy, Technical Communication, Content Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    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
    ·
    2.8K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Reconcile Accounts: Detect Fraud & Resolve Discrepancies

    Skills you'll gain: Fraud detection, Reconciliation, Variance Analysis, Cash Control, Internal Controls, Asset Protection, Accounting Records, Financial Statement Analysis, Financial Controls, Investigation

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Optimize Project Timelines with Jira Mastery

    Skills you'll gain: Work Breakdown Structure, Timelines, Jira (Software), Project Schedules, Project Scoping, Dependency Analysis, Scheduling, Planning, Project Planning, Project Management, Project Risk Management, User Story, Capacity Planning, Agile Project Management, Resource Allocation, Capacity Management

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Analyze and Apply Foreign Exchange Market Concepts

    Skills you'll gain: Financial Trading, Market Trend

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Agile Project Coordination

    Skills you'll gain: Project Schedules, Workflow Management, Sprint Planning, Agile Project Management, Scrum (Software Development), Project Management, Project Planning, Strategic Communication, Project Documentation, Communication Strategies, Agile Methodology, Stakeholder Communications, Process Improvement, Team Management, Risk Management, Change Management, Performance Management, Resource Management, Cross-Functional Collaboration, Data-Driven Decision-Making

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Accounting Operations & Automation

    Skills you'll gain: Cash Flow Forecasting, Variance Analysis, Bookkeeping, Reconciliation, QuickBooks (Accounting Software), Invoicing, Cash Flows, Financial Analysis, Auditing, Process Optimization, Document Management, Microsoft Excel, Data Transformation, Financial Reporting, Compliance Reporting, Compliance Management, AI Enablement, Automation, Data Validation, Process Engineering

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    Intuit

    Tracking assets and sales

    Skills you'll gain: Inventory Accounting, Inventory Control, Fixed Asset, Depreciation, Property Accounting, Lease Contracts, Asset Management, Bookkeeping, Accounting, Financial Statements, Balance Sheet, Income Statement

    4.4
    Rating, 4.4 out of 5 stars
    ·
    1.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    Logical Operations

    Project Management: Managing Uncertainty and Risks

    Skills you'll gain: Risk Analysis, Project Risk Management, User Story, Communication Planning, Sprint Planning, Agile Project Management, Change Control, Project Management, Project Planning, Backlogs, Release Management, Stakeholder Communications, Team Leadership, Leadership, Microsoft Excel, Leadership Development, Microsoft Word, Microsoft Office

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Managerial Economics and Business Analysis

    Skills you'll gain: Supply And Demand, Statistical Inference, Business Analytics, Descriptive Statistics, Sampling (Statistics), Market Dynamics, Statistical Hypothesis Testing, Financial Systems, Bank Regulations, Financial Policy, Banking, International Finance, Data-Driven Decision-Making, Data Analysis, Data Presentation, Economics, Statistical Analysis, Business Economics, Peer Review, Analytics

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    4.3K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Master Repo Accounting: Analyze & Apply Key Principles: EDUCBA
  • Supply Chain Analytics: Rutgers the State University of New Jersey
  • Learning to Teach Online: UNSW Sydney (The University of New South Wales)
  • Adobe Marketing Specialist: Adobe
  • Reconcile Accounts: Detect Fraud & Resolve Discrepancies: Coursera
  • Optimize Project Timelines with Jira Mastery: Coursera
  • Analyze and Apply Foreign Exchange Market Concepts: EDUCBA
  • Agile Project Coordination: Coursera
  • Accounting Operations & Automation: Coursera
  • Tracking assets and sales: Intuit

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