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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 Banking Budgets: Analyze, Forecast & Optimize

    Skills you'll gain: Financial Statement Analysis, Budgeting, Banking, Financial Forecasting, Financial Management, Financial Analysis, Corporate Finance, Commercial Lending, Income Statement, Balance Sheet, Wealth Management, Cash Flow Forecasting, Financial Modeling, Bank Regulations, Working Capital, Consumer Lending

    Beginner · Course · 1 - 3 Months

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    Coursera

    Quantitative Finance & Risk Modeling

    Skills you'll gain: Financial Modeling, Descriptive Statistics, Data Literacy, Financial Forecasting, Reconciliation, Financial Analysis, A/B Testing, Portfolio Risk, Model Evaluation, Data Cleansing, Decision Tree Learning, Regression Analysis, Exploratory Data Analysis, Predictive Modeling, Data Analysis, Risk Analysis, Risk Management, R Programming, Statistical Analysis, Machine Learning

    Intermediate · Specialization · 3 - 6 Months

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    EDUCBA

    Advanced Budgeting Across Automobile, IT & Banking

    Skills you'll gain: Financial Statement Analysis, Budget Management, Budgeting, Banking, Financial Data, Revenue Forecasting, Financial Forecasting, Financial Management, Trend Analysis, Financial Analysis, Business Acumen, Cost Management, Operating Budget, Corporate Finance, Accounting and Finance Software, Financial Modeling, Commercial Lending, Performance Analysis, Financial Statements, Business

    Beginner · Specialization · 1 - 3 Months

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    Intuit

    Bookkeeping Basics

    Skills you'll gain: Bookkeeping, QuickBooks (Accounting Software), Financial Statements, Accounting Software, Financial Accounting, Ledgers (Accounting), Accounting, Accounting Records, Balance Sheet, Income Statement, General Ledger, Small Business Accounting, Ethical Standards And Conduct, Cash Flows

    4.6
    Rating, 4.6 out of 5 stars
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    6.5K reviews

    Beginner · Course · 1 - 4 Weeks

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    University of Pennsylvania

    Business Foundations

    Skills you'll gain: Financial Statements, Operations Management, Operational Efficiency, Financial Statement Analysis, Return On Investment, Accrual Accounting, Human Capital, Process Analysis, Branding, Financial Accounting, Marketing, Process Management, People Management, Strategic Marketing, Capital Budgeting, Financial Reporting, Finance, Peer Review, Project Design, Corporate Finance

    4.7
    Rating, 4.7 out of 5 stars
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    26K reviews

    Beginner · Specialization · 3 - 6 Months

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    Starweaver

    Essentials of Hospitality Management

    Skills you'll gain: Revenue Management, Capital Expenditure, Financial Statement Analysis, Advanced Analytics, Hospitality Management, Cost Control, Hospitality, Financial Statements, Budgeting, Financial Analysis, Performance Measurement, Financial Forecasting, Variance Analysis, Business Metrics, Hotel Operations, Financial Management, Innovation, Hotels and Accommodations, Service Management, Financial Planning

    4.6
    Rating, 4.6 out of 5 stars
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    90 reviews

    Intermediate · Specialization · 3 - 6 Months

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    Coursera

    Audit Evidence & Document Control

    Skills you'll gain: Audit Working Papers, Document Management, File Management, Accounting Records, Financial Auditing, Auditing, Document Control, External Auditing, Organizational Skills, Quality Control

    Beginner · Course · 1 - 4 Weeks

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    Universidad de los Andes

    Fundamentos de Finanzas Empresariales

    Skills you'll gain: Financial Statement Analysis, Finance, Financial Analysis, Income Statement, Capital Budgeting, Balance Sheet, Financial Modeling, Financial Management, Business Mathematics, Corporate Finance, Return On Investment, Microsoft Excel, Investment Management, Cash Flows, Business Metrics, Loans

    4.9
    Rating, 4.9 out of 5 stars
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    4.9K reviews

    Beginner · Course · 1 - 3 Months

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    HEC Paris

    Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers

    Skills you'll gain: Investment Management, Portfolio Management, Investments, Asset Management, Wealth Management, Financial Market, Risk Management, Financial Regulation, Product Lifecycle Management, Performance Analysis, Risk Analysis, Microsoft Excel

    4.6
    Rating, 4.6 out of 5 stars
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    789 reviews

    Intermediate · Course · 1 - 4 Weeks

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    IESE Business School

    Foundations of Management

    Skills you'll gain: Value Propositions, Financial Statements, Marketing, Financial Statement Analysis, Branding, Leadership Development, Business Analytics, Marketing Strategies, Income Statement, Business Analysis, Strategic Marketing, Intercultural Competence, Financial Analysis, Accounting, Conflict Management, Financial Management, Financial Acumen, Financial Data, Leadership, Finance

    4.8
    Rating, 4.8 out of 5 stars
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    5.5K reviews

    Beginner · Specialization · 3 - 6 Months

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    Rice University

    Business Finance and Data Analysis Fundamentals

    Skills you'll gain: Capital Budgeting, Cash Flows, Probability & Statistics, Finance, Financial Statements, Microsoft Excel, Descriptive Statistics, Financial Accounting, Business Analytics, Box Plots, Probability Distribution, Data Visualization, Probability, Statistics, Ledgers (Accounting), Financial Analysis, Business Valuation, Business Mathematics, Financial Management, Data Analysis

    4.8
    Rating, 4.8 out of 5 stars
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    2.9K reviews

    Beginner · Specialization · 3 - 6 Months

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    EDUCBA

    Master Depreciation Accounting: Analyze & Apply Methods

    Skills you'll gain: Compliance Reporting, Financial Statements

    Beginner · Course · 1 - 4 Weeks

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

  • Master Banking Budgets: Analyze, Forecast & Optimize: EDUCBA
  • Quantitative Finance & Risk Modeling: Coursera
  • Advanced Budgeting Across Automobile, IT & Banking: EDUCBA
  • Bookkeeping Basics: Intuit
  • Business Foundations: University of Pennsylvania
  • Essentials of Hospitality Management: Starweaver
  • Audit Evidence & Document Control: Coursera
  • Fundamentos de Finanzas Empresariales : Universidad de los Andes
  • Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers: HEC Paris
  • Foundations of Management: IESE Business School

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