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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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    LearnQuest

    Advanced Sales Training: Challenging, Coaching, and Closing

    Skills you'll gain: Overcoming Objections, Consultative Selling, Coaching, Sales Strategy, Sales Training, Sales Prospecting, Collaboration, Consumer Behaviour, Diversity Awareness, Cultural Sensitivity, Upselling, Customer Relationship Management, Virtual Teams, Sales Presentation, Sales Pipelines, Negotiation, Business Communication, Communication Strategies, Virtual Networking, Interpersonal Communications

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
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    U

    University of Pennsylvania

    Introduction to Spreadsheets and Models

    Skills you'll gain: Spreadsheet Software, Financial Modeling, Regression Analysis, Excel Formulas, Business Modeling, Simulation and Simulation Software, Operations Research, Microsoft Excel, Google Sheets, Probability Distribution, Analysis, Forecasting, Predictive Analytics, Risk Analysis, Statistical Methods, Data Analysis Software, Process Optimization, Decision Tree Learning

    4.2
    Rating, 4.2 out of 5 stars
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    3.9K reviews

    Mixed · Course · 1 - 4 Weeks

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    IBM

    IBM UI/UX Designer

    Skills you'll gain: User Story, Information Architecture, UI/UX Research, User Research, User Interface and User Experience (UI/UX) Design, Design Thinking, User Experience, Agile Software Development, Scrum (Software Development), User Centered Design, Agile Methodology, Usability, Usability Testing, Responsive Web Design, User Interface (UI), Figma (Design Software), Wireframing, Design Research, Prototyping, Persona (User Experience)

    4.8
    Rating, 4.8 out of 5 stars
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    2.8K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    Coursera

    Digital Record Keeping & Compliance

    Skills you'll gain: Record Keeping, Document Management, Accounting Records, Records Management, File Management, Compliance Management, Document Control, Regulatory Requirements, Regulation and Legal Compliance, Information Architecture, Auditing, Financial Regulations, Data Security

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of Pennsylvania

    商务基础 (中文版)

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Operations Management, Return On Investment, Process Analysis, Financial Accounting, Business Operations, Operational Efficiency, Financial Reporting, Income Statement, Capital Budgeting, Marketing, Cash Flows, Finance, Production Process, Operational Analysis, Strategic Marketing, Marketing Strategies, Financial Modeling, Business Planning

    4.8
    Rating, 4.8 out of 5 stars
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    341 reviews

    Beginner · Specialization · 3 - 6 Months

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    Coursera

    AI Data: Analyze, Govern, Plan

    Skills you'll gain: Data Governance, Data Strategy, Data Management, Data Pipelines, Data Integrity, General Data Protection Regulation (GDPR), Data Quality, Dataflow, Technical Communication, Personally Identifiable Information, Compliance Auditing, Jira (Software), Regulation and Legal Compliance, Project Planning, Data Storage, Process Analysis, Performance Analysis

    Intermediate · Course · 1 - 4 Weeks

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    AI CERTs

    AI Essentials

    Skills you'll gain: Agentic systems, Generative AI Agents, AI Workflows, AI Enablement, Artificial Intelligence and Machine Learning (AI/ML), Emerging Technologies, Business Ethics, Social Impact, Problem Solving, Analysis, Business Planning

    Beginner · Course · 1 - 3 Months

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    IESE Business School

    Parte 5: Lidera tu Vida - Estrategias y Conciliación

    Skills you'll gain: Time Management, Prioritization, Productivity, Personal Development, Planning, Collaboration, Goal-Oriented, Leadership Studies, Self-Awareness

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Master Corporate Office Layouts with AutoCAD

    Skills you'll gain: AutoCAD, Architectural Drawing, Drafting and Engineering Design, Human Factors, Technical Documentation

    Beginner · Course · 1 - 4 Weeks

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    Alex Genadinik

    Decision-Making And Thinking Like Leaders And CEOs

    Skills you'll gain: Decision Making, Strategic Decision-Making, Emotional Intelligence, Data-Driven Decision-Making, Critical Thinking, Business Leadership, Analytical Skills, Leadership, Behavioral Economics, Case Studies, Microsoft Excel, Entrepreneurship, Self-Awareness

    Mixed · Course · 1 - 3 Months

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    University of California, Irvine

    IELTS Preparation

    Skills you'll gain: Time Management, Oral Comprehension, Quick Learning, Active Listening, Literacy, Language Competency, Public Speaking, Learning Strategies, Verbal Communication Skills, Grammar, Concision, Composure, Analytical Skills, Planning, Detail Oriented, Vocabulary, English Language, Adaptability

    4.6
    Rating, 4.6 out of 5 stars
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    2.1K reviews

    Beginner · Specialization · 1 - 3 Months

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    Coursera

    Ethical Governance & Risk in Agentic AI

    Skills you'll gain: Agentic systems, Responsible AI, Compliance Management, Governance, Regulatory Compliance, Artificial Intelligence, Risk Analysis, Case Studies, Business Ethics, Ethical Standards And Conduct, Risk Management, Accountability, Regulatory Requirements

    Intermediate · Course · 1 - 4 Weeks

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

  • Advanced Sales Training: Challenging, Coaching, and Closing: LearnQuest
  • Introduction to Spreadsheets and Models: University of Pennsylvania
  • IBM UI/UX Designer: IBM
  • Digital Record Keeping & Compliance: Coursera
  • 商务基础 (中文版): University of Pennsylvania
  • AI Data: Analyze, Govern, Plan: Coursera
  • AI Essentials: AI CERTs
  • Parte 5: Lidera tu Vida - Estrategias y Conciliación: IESE Business School
  • Master Corporate Office Layouts with AutoCAD: EDUCBA
  • Decision-Making And Thinking Like Leaders And CEOs: Alex Genadinik

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