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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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    Stanford University

    Game Theory

    Skills you'll gain: Game Theory, Mathematical Modeling, Graph Theory, Bayesian Statistics, Behavioral Economics, Probability, Economics, Problem Solving, Algorithms, Probability Distribution

    4.6
    Rating, 4.6 out of 5 stars
    ·
    4.9K reviews

    Beginner · Course · 1 - 3 Months

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    U

    University of Illinois Urbana-Champaign

    Auditing I: Conceptual Foundations of Auditing

    Skills you'll gain: Financial Auditing, Auditing, Generally Accepted Auditing Standards, Auditors Report, External Auditing, Certified Public Accountant, Audit Planning, Quality Assurance and Control, Ethical Standards And Conduct, Financial Statements, Financial Reporting, Risk Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    709 reviews

    Intermediate · Course · 1 - 3 Months

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    Coursera

    Craft Omni-Channel Marketing Plans

    Skills you'll gain: Marketing Planning, Performance Measurement, Customer Retention, Analysis, Customer Insights, Brand Management

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Accounting Operations & Automation

    Skills you'll gain: Cash Flow Forecasting, Variance Analysis, Bookkeeping, Reconciliation, QuickBooks (Accounting Software), Invoicing, Cash Flows, Financial Analysis, Auditing, Process Optimization, Document Management, Microsoft Excel, Data Transformation, Financial Reporting, Compliance Reporting, Compliance Management, AI Enablement, Automation, Data Validation, Process Engineering

    3.7
    Rating, 3.7 out of 5 stars
    ·
    7 reviews

    Intermediate · Specialization · 3 - 6 Months

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    Logical Operations

    Project Management: Managing Uncertainty and Risks

    Skills you'll gain: Project Risk Management, Risk Analysis, User Story, Communication Planning, Sprint Planning, Agile Project Management, Change Control, Project Management, Project Planning, Backlogs, Release Management, Stakeholder Communications, Team Leadership, Leadership, Microsoft Excel, Leadership Development, Microsoft Word, Microsoft Office

    Mixed · Course · 1 - 4 Weeks

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    Logical Operations

    Project Management: Predictive/Adaptive Method Fundamentals

    Skills you'll gain: Project Closure, Project Scoping, Project Risk Management, Project Schedules, Cost Management, Sprint Planning, Agile Project Management, Project Planning, Project Management, Scope Management, Change Control, Project Performance, Microsoft Excel, Communication Planning, Team Leadership, Leadership, User Story, Microsoft Word, Microsoft Office, Leadership Development

    Beginner · Specialization · 1 - 3 Months

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    A

    Alex Genadinik

    Introduction to Stablecoins: How And When To Use Them

    Skills you'll gain: Market Liquidity, Payment Systems, Blockchain, Financial Analysis, Risk Management, Digital Assets, FinTech, Financial Regulation, Financial Trading, International Finance

    Mixed · Course · 1 - 3 Months

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    EDUCBA

    Master Partnership Accounting: Analyze, Apply & Evaluate

    Skills you'll gain: Financial Statements

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Google

    Gestión de Proyectos de Google

    Skills you'll gain: Project Closure, Quality Management, Project Planning, Communication Planning, Sprint Retrospectives, Backlogs, Project Management Life Cycle, Agile Methodology, Project Management, Agile Project Management, Issue Tracking, Stakeholder Analysis, Budget Management, Milestones (Project Management), Project Scoping, Project Documentation, Project Risk Management, Scope Management, Stakeholder Management, Change Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    11K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    Goldman Sachs

    Fundamentals of Business Finance, with Goldman Sachs 10,000 Women

    Skills you'll gain: Financial Statements, Financial Acumen, Financial Statement Analysis, Income Statement, Balance Sheet, Financial Analysis, Small Business Accounting, Business Acumen, Financial Accounting, Entrepreneurial Finance, Business Metrics, Business Planning

    4.7
    Rating, 4.7 out of 5 stars
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    1.4K reviews

    Mixed · Course · 1 - 4 Weeks

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    EDUCBA

    Analyze Investment Banking Operations, Risk & Regulation

    Skills you'll gain: Risk Analysis, Financial Regulation, Bank Regulations, Operational Analysis, Securities Trading

    Beginner · Course · 1 - 3 Months

  • Status: New
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    I

    IBM

    Hybrid Cloud: Networking, Storage and Data Management

    Skills you'll gain: Cloud Storage, Hybrid Cloud Computing, Cloud Security, Virtual Networking, Multi-Cloud, Business Continuity, Disaster Recovery, Data Governance, Virtual Private Networks (VPN), Load Balancing, Database Management, IBM Cloud, Architectural Design, Planning

    Intermediate · Course · 1 - 4 Weeks

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

  • Game Theory: Stanford University
  • Auditing I: Conceptual Foundations of Auditing: University of Illinois Urbana-Champaign
  • Craft Omni-Channel Marketing Plans: Coursera
  • Accounting Operations & Automation: Coursera
  • Project Management: Managing Uncertainty and Risks: Logical Operations
  • Project Management: Predictive/Adaptive Method Fundamentals: Logical Operations
  • Introduction to Stablecoins: How And When To Use Them: Alex Genadinik
  • Master Partnership Accounting: Analyze, Apply & Evaluate: EDUCBA
  • Gestión de Proyectos de Google: Google
  • Fundamentals of Business Finance, with Goldman Sachs 10,000 Women: Goldman Sachs

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