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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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    Adobe

    Build and Market Your Creative Business Using Adobe Tools

    Skills you'll gain: Intellectual Property, Adobe Express, Adobe Firefly, Entrepreneurship, Business Planning, Marketing Communications, Adobe Creative Cloud, Marketing, Campaign Management, Adobe Acrobat, Creative Problem-Solving, Presentations, Creative Thinking, Creativity, Content Creation, Social Media, Branding, Digital Content, Client Services, A/B Testing

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Coursera

    Analyze and Create Your AI Marketing Plan

    Skills you'll gain: Marketing Planning, Marketing Strategies, Marketing Effectiveness, Marketing Analytics, Marketing Automation, Budgeting, Customer Analysis, AI Enablement, Customer Insights, Goal Setting, Key Performance Indicators (KPIs), Data-Driven Decision-Making

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    University of Illinois Urbana-Champaign

    Accounting for Mergers and Acquisitions: Advanced Topics

    Skills you'll gain: Financial Statement Analysis, Mergers & Acquisitions, Corporate Accounting, Financial Modeling, Corporate Tax, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Tax, Financial Accounting, Accounting, Equities, Consolidation

    4.5
    Rating, 4.5 out of 5 stars
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    25 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    University of Illinois Urbana-Champaign

    Accounting Analysis I: Measurement and Disclosure of Assets

    Skills you'll gain: Inventory Accounting, Balance Sheet, Cash Management, Accounts Receivable, Financial Reporting, Depreciation, Financial Accounting, International Financial Reporting Standards, Generally Accepted Accounting Principles (GAAP), Accounting, Fixed Asset, Financial Statement Analysis, Ledgers (Accounting), Inventory Control, Asset Management, Investments, Internal Controls

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    231 reviews

    Intermediate · Course · 1 - 3 Months

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    New York University

    Machine Learning and Reinforcement Learning in Finance

    Skills you'll gain: Supervised Learning, Model Evaluation, Reinforcement Learning, Applied Machine Learning, Machine Learning, Statistical Methods, Dimensionality Reduction, Unsupervised Learning, Artificial Neural Networks, Decision Tree Learning, Predictive Modeling, Financial Trading, Financial Market, Derivatives, Scikit Learn (Machine Learning Library), Markov Model, Regression Analysis, Deep Learning, Market Liquidity, Tensorflow

    3.7
    Rating, 3.7 out of 5 stars
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    819 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
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    Interactive Brokers

    Fundamentals of Equities

    Skills you'll gain: Equities, Investments, Financial Analysis, Financial Statement Analysis, Balance Sheet, Financial Market, Business Metrics, Risk Management, Portfolio Management, Income Statement, Business Economics, Cash Flows

    4.3
    Rating, 4.3 out of 5 stars
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    410 reviews

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Analyze and Formulate Winning Business Strategies

    Skills you'll gain: Business Strategy, Contingency Planning, Business Planning, Organizational Strategy, Strategic Decision-Making, Competitive Analysis, Strategic Leadership, Business Analysis, Portfolio Management, Analysis, Market Analysis, Risk Analysis, Strategic Prioritization, Resource Allocation, Growth Strategies, Market Dynamics

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    The Hong Kong University of Science and Technology

    FinTech Risk Management

    Skills you'll gain: Business Continuity Planning, Compliance Management, Disaster Recovery, Operational Risk, Financial Services, Financial Regulations, Risk Management, Business Risk Management, Governance, IT Management, Information Assurance, Internal Controls, Risk Analysis, Change Management

    4.7
    Rating, 4.7 out of 5 stars
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    216 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    University of Colorado Boulder

    Everyday Excel, Part 2

    Skills you'll gain: Regression Analysis, Microsoft Excel, Statistical Modeling, Excel Formulas, Financial Analysis, Predictive Modeling, Data Management, Financial Modeling, Data Analysis Expressions (DAX), Financial Forecasting, Process Optimization, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
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    571 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
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    University of London

    How to Finance and Grow Your Startup – Without VC

    Skills you'll gain: Entrepreneurial Finance, Business Modeling, Entrepreneurship, Product Development, Growth Strategies, Customer Insights, Financial Modeling, Business Strategies, Case Studies, Revenue Management, Market Dynamics, Finance

    4.6
    Rating, 4.6 out of 5 stars
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    473 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    SkillUp

    Product Management Certification

    Skills you'll gain: New Product Development, Product Management, Product Development, Innovation, Product Lifecycle Management, Product Roadmaps, Usability Testing, Product Planning, Product Strategy, Project Management Life Cycle, Stakeholder Engagement, Stakeholder Management, Competitive Analysis, Product Testing, Business Development, Agile Product Development, Product Requirements, Test Planning, Registration, Leadership

    4.6
    Rating, 4.6 out of 5 stars
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    568 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    EDUCBA

    Master Agile & Scrum: Analyze, Apply & Deliver Excellence

    Skills you'll gain: Continuous Improvement Process, Lean Methodologies

    Beginner · Course · 1 - 4 Weeks

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

  • Build and Market Your Creative Business Using Adobe Tools: Adobe
  • Analyze and Create Your AI Marketing Plan: Coursera
  • Accounting for Mergers and Acquisitions: Advanced Topics: University of Illinois Urbana-Champaign
  • Accounting Analysis I: Measurement and Disclosure of Assets: University of Illinois Urbana-Champaign
  • Machine Learning and Reinforcement Learning in Finance: New York University
  • Fundamentals of Equities: Interactive Brokers
  • Analyze and Formulate Winning Business Strategies: EDUCBA
  • FinTech Risk Management: The Hong Kong University of Science and Technology
  • Everyday Excel, Part 2: University of Colorado Boulder
  • How to Finance and Grow Your Startup – Without VC: University of London

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