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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

    Agile & Scrum Mastery for CSM and PSM Certification

    Skills you'll gain: Agile Methodology, Scrum (Software Development), Agile Project Management, Sprint Retrospectives, Continuous Improvement Process, Meeting Facilitation, Team Management, Team Building, Sprint Planning, Team Leadership, User Story, Lean Methodologies, Case Studies, Performance Improvement, Performance Analysis, Product Development, Leadership, Administration, Business

    Beginner · Specialization · 1 - 3 Months

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    Alex Genadinik

    Altcoins & Memecoins: Cryptocurrency Beyond Bitcoin

    Skills you'll gain: Blockchain, Digital Assets, FinTech, Emerging Technologies, Investments, Technical Analysis, Market Trend, Risk Analysis, Financial Market, Security Awareness, Market Dynamics

    Mixed · Course · 1 - 3 Months

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    EDUCBA

    Analyze & Apply Generative AI for Research & Finance

    Skills you'll gain: Team Performance Management, Generative AI, Kanban Principles, Analytics, AI Security, Big Data, Investment Management, Coaching, Trend Analysis, Scalability, Emotional Intelligence, Technology Strategies, Business, Employee Engagement, Business Ethics, Customer experience improvement, Responsible AI, Complex Problem Solving, Research, Estimation

    Beginner · Specialization · 1 - 3 Months

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    Coursera

    Behavioural Base Safety

    Skills you'll gain: Safety Culture, Behavior Management, Accident Prevention, Occupational Safety and Health Administration (OSHA), Safety Training, Safety Assurance, Applied Behavior Analysis, Proactivity, Coaching, Constructive Feedback, Recognizing Others, Initiative and Leadership, Case Studies

    Intermediate · Course · 1 - 4 Weeks

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    Coursera

    GenAI Prompting, Evaluation, and Governance

    Skills you'll gain: Responsible AI, AI Security, Prompt Engineering, Generative AI, Governance Risk Management and Compliance, Content Performance Analysis, Risk Management, Governance, Retrieval-Augmented Generation, Model Evaluation, Compliance Management, Data-Driven Decision-Making, Performance Analysis, Cross-Functional Team Leadership, System Monitoring, Gap Analysis, Large Language Modeling, Performance Metric, Quality Assessment, Cost Benefit Analysis

    Intermediate · Course · 1 - 4 Weeks

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    EDUCBA

    Master AutoCAD Corporate Layouts: Design & Drafting Skills

    Skills you'll gain: AutoCAD, Architectural Drawing, Technical Drawing, Drafting and Engineering Design, Architectural Design, Civil and Architectural Engineering, Building Design, Building Codes, Safety Standards, Construction

    Beginner · Course · 1 - 4 Weeks

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    University of Colorado Boulder

    Project Management

    Skills you'll gain: User Story, Supplier Management, Project Schedules, Project Closure, Engineering Management, Milestones (Project Management), Team Leadership, Stakeholder Management, Agile Project Management, Scheduling, Scrum (Software Development), Procurement, Quality Management, Team Management, Project Planning, Agile Methodology, Project Scoping, Project Management, Risk Management, Stakeholder Communications

    Build toward a degree

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    Rating, 4.7 out of 5 stars
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    1.5K reviews

    Beginner · Specialization · 1 - 3 Months

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    MedCerts

    Electronic Health Record/Reimbursement Fundamentals

    Skills you'll gain: Professionalism, Payment Processing and Collection, Care Management, Patient Communication, Medical Coding, Patient-centered Care, Healthcare Ethics, Medicare, Professional Development, Data Integrity, Interpersonal Communications, Empathy, Teamwork, Ethical Standards And Conduct, Conflict Management, Interoperability, Cultural Responsiveness, Emotional Intelligence, Communication, Time Management

    4.8
    Rating, 4.8 out of 5 stars
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    957 reviews

    Beginner · Specialization · 3 - 6 Months

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    Coursera

    Strategic AI Governance

    Skills you'll gain: Responsible AI, Threat Modeling, MLOps (Machine Learning Operations), Security Testing, Secure Coding, Cost Management, Data Ethics, Data Governance, Experimentation, Prompt Engineering, Application Security, CI/CD, Automation, Financial Forecasting, Compliance Management, Governance, Technical Documentation, Vulnerability Assessments, Risk Management, Stakeholder Communications

    Intermediate · Specialization · 3 - 6 Months

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    EDUCBA

    Analyze Marketing Performance Using R and Excel

    Skills you'll gain: Marketing Analytics, Customer Analysis, Marketing Effectiveness, Customer Retention, Advanced Analytics, Market Analysis, Sales Management, Customer Insights, Loyalty Programs, Data-Driven Decision-Making, Customer Service, Predictive Analytics, Business Metrics, Case Studies, R Programming, Performance Metric

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Reconcile Accounts: Bank Statements

    Skills you'll gain: Reconciliation, Ledgers (Accounting), Auditing, Accounting Records, General Ledger

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Apply jQuery & jQuery UI in Real-World Web Projects

    Skills you'll gain: jQuery, Javascript and jQuery, Responsive Web Design, HTML and CSS, Web Design and Development, Software Testing, Front-End Web Development, User Interface (UI) Design, Web Development Tools, Event-Driven Programming, Web Development, Hypertext Markup Language (HTML), Usability, Maintainability

    Beginner · Specialization · 1 - 3 Months

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

  • Agile & Scrum Mastery for CSM and PSM Certification: EDUCBA
  • Altcoins & Memecoins: Cryptocurrency Beyond Bitcoin: Alex Genadinik
  • Analyze & Apply Generative AI for Research & Finance: EDUCBA
  • Behavioural Base Safety: Coursera
  • GenAI Prompting, Evaluation, and Governance: Coursera
  • Master AutoCAD Corporate Layouts: Design & Drafting Skills: EDUCBA
  • Project Management: University of Colorado Boulder
  • Electronic Health Record/Reimbursement Fundamentals: MedCerts
  • Strategic AI Governance: Coursera
  • Analyze Marketing Performance Using R and Excel: EDUCBA

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