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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: New
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    Coursera

    Draft Measurable Marketing Goals with AI

    Skills you'll gain: Smart Goals, Marketing Effectiveness, Goal Setting, Marketing Planning, Marketing Strategies, Content Marketing, Strategic Marketing, Key Performance Indicators (KPIs), Business Metrics, Performance Measurement, Web Analytics, Statistical Analysis, Accountability

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    University of California, Irvine

    Trabaja inteligentemente, no más duro: Gestión del tiempo para la productividad personal y profesional

    Skills you'll gain: Time Management, Scheduling, Goal Setting, Prioritization, Productivity, Delegation Skills, Personal Development, Organizational Skills, Planning, Self-Awareness, Overcoming Obstacles, Expectation Management, Communication

    4.7
    Rating, 4.7 out of 5 stars
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    1.8K reviews

    Mixed · Course · 1 - 4 Weeks

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    Packt

    Interactive UI & Animation with Advanced JavaScript

    Skills you'll gain: Responsive Web Design, Web Design, Cascading Style Sheets (CSS), User Interface (UI), Interactive Design, User Interface (UI) Design, Javascript, Front-End Web Development, Hypertext Markup Language (HTML), Animations, Web Development, Event-Driven Programming

    Intermediate · Course · 3 - 6 Months

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    Erasmus University Rotterdam

    Driving business towards the Sustainable Development Goals

    Skills you'll gain: Sustainable Development, Sustainable Business, Corporate Sustainability, Environmental Social And Corporate Governance (ESG), Sustainability Reporting, Social Impact, Business Ethics, Environmental Issue, Systems Thinking, Strategic Partnership, Entrepreneurship, Innovation, Collaboration, Climate Change Mitigation, Complex Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
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    1.6K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    University of Michigan

    The Future of Payment Technologies

    Skills you'll gain: Payment Systems, Payment Processing, Financial Inclusion, FinTech, Mobile Banking, Emerging Technologies, Mobile Security, Transaction Processing, Security Controls, Innovation, Encryption, Digital Assets, Value Propositions

    4.7
    Rating, 4.7 out of 5 stars
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    1.8K reviews

    Beginner · Course · 1 - 4 Weeks

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    Case Western Reserve University

    Inspired Leadership

    Skills you'll gain: Coaching, Negotiation, Emotional Intelligence, Empathy, Leadership Development, Initiative and Leadership, Compassion, Leadership, Organizational Change, Organizational Leadership, Organizational Development, Culture Transformation, Empowerment, People Development, Influencing, Strategic Leadership, Business Leadership, Active Listening, Case Studies, Professional Development

    4.7
    Rating, 4.7 out of 5 stars
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    2.7K reviews

    Intermediate · Specialization · 3 - 6 Months

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    Universidad Nacional Autónoma de México

    Valuación de empresas

    Skills you'll gain: Business Valuation, Mergers & Acquisitions, Cash Flows, Financial Modeling, Financial Analysis, Financial Statement Analysis, Financial Forecasting, Business Metrics, Return On Investment, Income Statement, Operational Efficiency

    4.7
    Rating, 4.7 out of 5 stars
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    361 reviews

    Intermediate · Course · 1 - 3 Months

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    Coursera

    Invoices: Tax, Data & Spreadsheets

    Skills you'll gain: Invoicing, Billing & Invoicing, Accounting Records, Billing, Excel Formulas, Spreadsheet Software, Tax Compliance, Payment Processing and Collection, Microsoft Excel, Sales Tax, Regulatory Requirements, Law, Regulation, and Compliance, Automation

    Beginner · Course · 1 - 4 Weeks

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    Starweaver

    Fundamentals of Credit Analysis

    Skills you'll gain: Credit Risk, Financial Statement Analysis, Financial Statements, Financial Analysis, Lending and Underwriting, Risk Analysis, Analysis, Balance Sheet, Business Metrics, Loans, Risk Management, Cash Flows

    4.5
    Rating, 4.5 out of 5 stars
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    33 reviews

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Analyze Churn, Design Onboarding Success

    Skills you'll gain: Employee Onboarding, Customer Retention, Customer Analysis, Business Metrics, Data Analysis, Customer Success Management, Performance Metric, Customer Insights, Analysis, Performance Measurement, Trend Analysis, Benchmarking, Key Performance Indicators (KPIs), Pareto Chart, Data-Driven Decision-Making, Descriptive Analytics, Root Cause Analysis, Product Development

    Intermediate · Course · 1 - 4 Weeks

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    Packt

    Minimal APIs in ASP.NET 9

    Skills you'll gain: ASP.NET, Middleware, .NET Framework, Restful API, Application Programming Interface (API), C# (Programming Language), API Design, Databases, Performance Tuning, Data Persistence, Web Development, Microservices, Scalability, Development Environment, Web Applications, Unit Testing, Data Validation, Web Analytics, Application Security

    Intermediate · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Project Valuation and the Capital Budgeting Process

    Skills you'll gain: Capital Budgeting, Project Risk Management, Risk Analysis, Risk Management, Financial Analysis, Project Finance, Business Valuation, Depreciation, Cash Flows, Financial Modeling, Portfolio Management, Project Portfolio Management, Spreadsheet Software, Microsoft Excel, Corporate Tax

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    234 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Draft Measurable Marketing Goals with AI: Coursera
  • Trabaja inteligentemente, no más duro: Gestión del tiempo para la productividad personal y profesional : University of California, Irvine
  • Interactive UI & Animation with Advanced JavaScript: Packt
  • Driving business towards the Sustainable Development Goals: Erasmus University Rotterdam
  • The Future of Payment Technologies: University of Michigan
  • Inspired Leadership: Case Western Reserve University
  • Valuación de empresas : Universidad Nacional Autónoma de México
  • Invoices: Tax, Data & Spreadsheets: Coursera
  • Fundamentals of Credit Analysis : Starweaver
  • Analyze Churn, Design Onboarding Success: Coursera

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