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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


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    Coursera

    Procurement: From Specs to POs

    Skills you'll gain: Procurement, Strategic Sourcing, Material Requirements Planning, Contract Compliance, Business Communication, Cross-Functional Collaboration

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Master Securities Lending Accounting: Analyze & Apply

    Skills you'll gain: Securities (Finance), Legal Risk, Risk Analysis, Portfolio Risk, Technical Accounting, Investment Management, Accounting, Revenue Recognition, Law, Regulation, and Compliance, Income Statement, Profit and Loss (P&L) Management, Financial Accounting, Financial Reporting, Balance Sheet

    Beginner · Course · 1 - 4 Weeks

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    New York Institute of Finance

    Market Risk Management: Frameworks & Strategies

    Skills you'll gain: Portfolio Risk, Risk Management, Financial Market, Derivatives, Risk Management Framework, Portfolio Management, Risk Analysis, Market Data, Equities, Capital Markets, Estimation, Financial Modeling, Statistical Analysis, Probability & Statistics

    4.7
    Rating, 4.7 out of 5 stars
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    203 reviews

    Beginner · Course · 1 - 3 Months

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    Coursera

    Accounting Data Entry Speedily

    Skills you'll gain: Accounting Software, Data Validation, QuickBooks (Accounting Software), Expense Management, Accounting Records, Data Entry, Verification And Validation, Financial Reporting, Productivity Software, Spreadsheet Software, Microsoft Excel

    Beginner · Course · 1 - 4 Weeks

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    IBM

    Generative AI for Educators

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, AI Personalization, Responsible AI, Data Ethics, Education Software and Technology, AI Enablement, Digital pedagogy, Learning Management Systems, Prototyping, Artificial Intelligence and Machine Learning (AI/ML), Artificial Intelligence, AI Workflows, Deep Learning, Ethical Standards And Conduct, Information Privacy, Machine Learning, Context Management

    4.7
    Rating, 4.7 out of 5 stars
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    11K reviews

    Beginner · Specialization · 1 - 3 Months

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    Coursera

    Scope AI Projects: Define Success

    Skills you'll gain: Scope Management, Project Scoping, Project Management, Work Breakdown Structure, Requirements Analysis, Functional Requirement, AI Product Strategy, Project Risk Management, Stakeholder Communications, Technical Communication, Project Planning, Stakeholder Management

    Intermediate · Course · 1 - 4 Weeks

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    Universidad Nacional Autónoma de México

    Finanzas corporativas

    Skills you'll gain: Business Valuation, Financial Statement Analysis, Financial Management, Capital Budgeting, Corporate Finance, Finance, Performance Measurement, Business Mathematics, Financial Data, Financial Modeling, Mergers & Acquisitions, Investment Management, Portfolio Management, Budgeting, Financial Analysis, Return On Investment, Balance Sheet, Cost Benefit Analysis, Financial Policy, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
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    3K reviews

    Intermediate · Specialization · 3 - 6 Months

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    University of Michigan

    Applied Data Science with Python

    Skills you'll gain: Matplotlib, Network Analysis, Social Network Analysis, Feature Engineering, Data Visualization, Pandas (Python Package), Data Visualization Software, Interactive Data Visualization, Model Evaluation, Scientific Visualization, Applied Machine Learning, Supervised Learning, Text Mining, Visualization (Computer Graphics), Data Manipulation, NumPy, Graph Theory, Data Preprocessing, Natural Language Processing, Python Programming

    4.5
    Rating, 4.5 out of 5 stars
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    34K reviews

    Intermediate · Specialization · 3 - 6 Months

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    IESE Business School

    Claves de la Dirección de Empresas

    Skills you'll gain: Strategic Marketing, Financial Statement Analysis, Income Statement, Financial Statements, Marketing Planning, People Management, Accounting, Balance Sheet, Target Market, Financial Accounting, Marketing, Financial Acumen, Accrual Accounting, Working Capital, Financial Analysis, Team Management, Organizational Leadership, Industrial and Organizational Psychology, Case Studies, Market Share

    4.8
    Rating, 4.8 out of 5 stars
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    3.5K reviews

    Beginner · Specialization · 3 - 6 Months

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    Vanderbilt University

    Generative AI Cybersecurity & Privacy for Leaders

    Skills you'll gain: Prompt Engineering, AI Security, ChatGPT, Prompt Patterns, Generative AI, Crisis Management, LLM Application, Productivity, Incident Response, Responsible AI, OpenAI, AI Personalization, AI Enablement, Data Ethics, Artificial Intelligence, Large Language Modeling, Business Ethics, Information Privacy, Threat Modeling, Cybersecurity

    4.8
    Rating, 4.8 out of 5 stars
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    8.1K reviews

    Beginner · Specialization · 3 - 6 Months

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    University of California, Irvine

    Leverage Data Science for a More Agile Supply Chain

    Skills you'll gain: Supply Chain Planning, Demand Planning, Customer Demand Planning, Inventory Control, Inventory Management, Supply Chain Management, Supply Chain, Inventory Accounting, Capacity Planning, Production Planning, Materials Management, Inventory Management System, Process Optimization, Forecasting, Operations Management, Operations Research, Resource Allocation, Capacity Management, Microsoft Excel, Performance Measurement

    4.5
    Rating, 4.5 out of 5 stars
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    538 reviews

    Intermediate · Specialization · 1 - 3 Months

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    Real Madrid Graduate School Universidad Europea

    Power & Performance: Foundations of Nutrition and Training

    Skills you'll gain: Physical Stamina, Sports Medicine, Nutrition and Diet, Exercise Science, Nutritional Assessment, Nutrition Education, Clinical Nutrition, Athletic Training, Kinesiology, Performance Analysis, Physiology, Hydrology, Meal Planning And Preparation, Stress Management, Planning, Performance Reporting, Load Balancing, Coordination, Leadership, Health Technology

    Beginner · Course · 1 - 4 Weeks

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

  • Procurement: From Specs to POs: Coursera
  • Master Securities Lending Accounting: Analyze & Apply: EDUCBA
  • Market Risk Management: Frameworks & Strategies: New York Institute of Finance
  • Accounting Data Entry Speedily: Coursera
  • Generative AI for Educators: IBM
  • Scope AI Projects: Define Success: Coursera
  • Finanzas corporativas: Universidad Nacional Autónoma de México
  • Applied Data Science with Python: University of Michigan
  • Claves de la Dirección de Empresas: IESE Business School
  • Generative AI Cybersecurity & Privacy for Leaders: Vanderbilt University

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