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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: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Robotic Path Planning and Task Execution

    Skills you'll gain: Robotics, Artificial Intelligence, Graph Theory, Algorithms, Computer Vision, Data Structures, Python Programming

    Build toward a degree

    4.4
    Rating, 4.4 out of 5 stars
    ·
    13 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    S

    Skillshare

    ChatGPT for Content Creation and Planning

    Skills you'll gain: AI Personalization, Business Process

    4
    Rating, 4 out of 5 stars
    ·
    15 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Financial Statements in Power BI

    Skills you'll gain: Data Analysis Expressions (DAX), Snowflake Schema, Power BI, Financial Statements, Business Intelligence, Financial Reporting, Cash Flows, Microsoft Excel, Financial Data, Data Modeling, Balance Sheet, Income Statement, SQL

    4.7
    Rating, 4.7 out of 5 stars
    ·
    38 reviews

    Beginner · Course · 1 - 3 Months

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

    Logical Operations

    Project Management: Planning Time, Cost, and Scope

    Skills you'll gain: Project Schedules, Work Breakdown Structure, Cost Estimation, Cost Management, Project Scoping, Scheduling, Budgeting, Project Planning, Timelines, Resource Management, Resource Allocation, Project Management, Time Management, Agile Project Management, Microsoft Excel, Microsoft Word, Microsoft Office, Team Leadership, Leadership, Leadership Development

    Mixed · Course · 1 - 4 Weeks

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

    Coursera

    Financial Ratios: Analyze & Apply Key Metrics

    Skills you'll gain: Variance Analysis, Accounting, Financial Statements, Business Metrics, Financial Statement Analysis, Financial Analysis, Performance Measurement, Cash Flows, Balance Sheet, Spreadsheet Software, Business, Performance Metric, Performance Analysis, Key Performance Indicators (KPIs), Analysis, Income Statement, Excel Formulas, Benchmarking

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Fintech: Foundations & Applications of Financial Technology

    Skills you'll gain: FinTech, Portfolio Management, Consumer Lending, Return On Investment, Blockchain, Cryptography, Credit/Debit Card Processing, Digital Assets, Financial Services, Payment Processing, Investments, Lending and Underwriting, Investment Management, Technology Strategies, Emerging Technologies, Risk Analysis, Portfolio Risk, Fundraising and Crowdsourcing, Market Analysis, Fraud detection

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
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    E

    EDUCBA

    Analyze Investment Banking & Financial Market Systems

    Skills you'll gain: Investments, Financial Analysis, Economic Development, Market Analysis, Securities Trading, Asset Management, Mergers & Acquisitions, Underwriting

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Automated Financial Reporting

    Skills you'll gain: Prompt Engineering, Large Language Modeling, LLM Application, Google Gemini, Generative AI, AI Enablement, Financial Reporting, Anomaly Detection, OpenAI, ChatGPT, Auditing, Business Process Automation, Financial Analysis, Data Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    26 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Planning with Climate Change in Mind

    Skills you'll gain: Climate Change Adaptation, Corporate Sustainability, Environmental Resource Management, Environment, Social Impact, Adaptability, Action Oriented, Community Development, Water Resource Management, Risk Analysis, Environmental Science, Sustainability Reporting, Vulnerability

    4.9
    Rating, 4.9 out of 5 stars
    ·
    80 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Planning & Execution plan in Heavy Lifting

    Skills you'll gain: Construction Engineering, Construction, Engineering Management, Equipment Design, Construction Management, Engineering Practices, Architecture and Construction, Safety Standards, Structural Engineering, Engineering Calculations, Hazard Analysis, Personal protective equipment

    4.6
    Rating, 4.6 out of 5 stars
    ·
    10 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Scrum Fundamentals and Industry Planning Techniques

    Skills you'll gain: Sprint Planning, Sprint Retrospectives, Agile Methodology, Backlogs, Agile Project Management, Estimation, Capacity Planning, Project Estimation, Meeting Facilitation, User Story, Dependency Analysis, Goal Setting, Capacity Management, Cross-Functional Team Leadership, Prioritization, Collaboration, Stakeholder Management, Team Building, Risk Mitigation

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    P

    Politecnico di Milano

    Fundamentals of financial and management accounting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Accounting, Financial Reporting, Management Accounting, Financial Accounting, Financial Analysis, Balance Sheet, Capital Budgeting, Cost Accounting, Income Statement, Profit and Loss (P&L) Management, Cost Management, Operating Cost, Cash Flows, Capital Expenditure, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    744 reviews

    Beginner · Course · 1 - 3 Months

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

  • Robotic Path Planning and Task Execution: University of Colorado Boulder
  • ChatGPT for Content Creation and Planning: Skillshare
  • Financial Statements in Power BI: Corporate Finance Institute
  • Project Management: Planning Time, Cost, and Scope: Logical Operations
  • Financial Ratios: Analyze & Apply Key Metrics: Coursera
  • Fintech: Foundations & Applications of Financial Technology: University of Pennsylvania
  • Analyze Investment Banking & Financial Market Systems: EDUCBA
  • GenAI for Automated Financial Reporting: Coursera
  • Planning with Climate Change in Mind: University of Colorado Boulder
  • Planning & Execution plan in Heavy Lifting: L&T EduTech

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