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  • Financial Planning

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: Free Trial
    Free Trial
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    SkillUp

    Program Management: Framework, Strategy, and Planning

    Skills you'll gain: Program Management, Organizational Strategy, Risk Management, Project Management Life Cycle, Project Management, Benefits Administration, Business Planning, Resource Management, Portfolio Management, Stakeholder Management, Change Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    44 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    AI Fundamentals in Financial Services

    Skills you'll gain: Financial Services, Artificial Intelligence, FinTech, Responsible AI, Financial Regulation, Banking, Fraud detection, Machine Learning, Data Ethics, Case Studies, Supervised Learning, AI Personalization, Unsupervised Learning, Technology Strategies, Deep Learning, Business Strategies, Natural Language Processing, Credit Risk, Algorithms, Data Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Career planning: Your career, your life

    Skills you'll gain: Adaptability, Business Communication, Professional Development, Communication, Proactivity, Personal Development, Professional Networking, digital literacy, Planning, Lifelong Learning, Self-Awareness, Design Thinking, Branding, Creative Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    268 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    YouTube Planning: Script Engaging Videos

    Skills you'll gain: Storyboarding, Video Production, Scripting, Storytelling, Content Creation, Writing and Editing, AI Personalization

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Project Management: Beyond planning and control

    Skills you'll gain: Organizational Structure, People Management, Project Management, Innovation, Team Management, Project Design, Project Coordination, Agile Project Management, Business Priorities, Business Process Management, Conflict Management, Change Management, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    197 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    E

    EDUCBA

    Analyze and Apply Financial Reporting Fundamentals

    Skills you'll gain: Financial Statement Analysis, Revenue Recognition, Financial Analysis, Inventory Accounting, Income Statement, Balance Sheet, Budgeting, Financial Reporting, Management Accounting, Capital Budgeting, Asset Management, Accounting, Cost Accounting, Cash Flows, Generally Accepted Accounting Principles (GAAP), Financial Management

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Highway Planning, Pavement Design and Construction

    Skills you'll gain: Traffic Flow Optimization, Construction Inspection, Building Codes, Construction Engineering, Construction, Construction Management, Civil Engineering, Stormwater Management, Structural Engineering, Hydrology, Engineering Practices, Hydraulics, Civil and Architectural Engineering, Structural Analysis, Materials science, Engineering Plans And Specifications, Failure Analysis, Laboratory Testing, Engineering Software, Engineering Design Process

    4.6
    Rating, 4.6 out of 5 stars
    ·
    10 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
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    Coursera

    Transform Raw Data into Financial Insights

    Skills you'll gain: Trend Analysis, Financial Analysis, Data Import/Export, Business Reporting, Financial Data, Data Transformation, Accounting Records, Microsoft Excel, Performance Analysis, Financial Reporting, Data Processing

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Reconcile and Analyze Financial Records Effectively

    Skills you'll gain: Reconciliation, QuickBooks (Accounting Software), Spreadsheet Software, Accounting Records, Investigation, Variance Analysis, Financial Statements, Accounts Payable, Financial Controls, Financial Auditing, Fraud detection, Analysis, Verification And Validation, Payment Processing

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
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    EDUCBA

    Master Automobile Budgeting: Analyze Financial Performance

    Skills you'll gain: Financial Data, Revenue Forecasting, Trend Analysis, Financial Analysis, Business Acumen, Budgeting, Financial Modeling, Performance Analysis, Cost Management, Financial Forecasting, Financial Statements, Variance Analysis, Operating Cost, Gross Profit

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Financial Data Analysis

    Skills you'll gain: Generative AI, Responsible AI, Financial Data, Complex Problem Solving, Microsoft Copilot, ChatGPT, Data-Driven Decision-Making, Data Analysis, Financial Analysis, Business Ethics, Data Visualization Software

    4.2
    Rating, 4.2 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Models & Frameworks to Support Sales Planning

    Skills you'll gain: Sales Management, Sales Strategy, Customer Engagement, Sales Process, Sales, Sales Enablement, Sales Training, Customer Relationship Building, Business, Negotiation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    79 reviews

    Intermediate · Course · 1 - 4 Weeks

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1…202122…414

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

  • Program Management: Framework, Strategy, and Planning: SkillUp
  • AI Fundamentals in Financial Services: Saïd Business School, University of Oxford
  • Career planning: Your career, your life: Macquarie University
  • YouTube Planning: Script Engaging Videos: Coursera
  • Project Management: Beyond planning and control: Politecnico di Milano
  • Analyze and Apply Financial Reporting Fundamentals: EDUCBA
  • Highway Planning, Pavement Design and Construction: L&T EduTech
  • Transform Raw Data into Financial Insights: Coursera
  • Reconcile and Analyze Financial Records Effectively: Coursera
  • Master Automobile Budgeting: Analyze Financial Performance: EDUCBA

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