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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

    Master Zoho Books: Analyze, Manage & Automate Accounting

    Skills you'll gain: Accounting Software, Financial Reporting, Business Reporting, Management Reporting, Project Accounting, Bookkeeping, Standard Accounting Practices, Accounting, Small Business Accounting, Ledgers (Accounting), General Accounting, Software As A Service, Expense Management, Order Management, Billing, Billing & Invoicing, Invoicing, System Configuration, Inventory Management System, Payment Processing

    Beginner · Course · 1 - 3 Months

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    EDUCBA

    Master Advanced Accounting: Analyze, Value & Consolidate

    Skills you'll gain: International Financial Reporting Standards, Business Valuation, Consolidation, Technical Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Mergers & Acquisitions, Financial Statement Analysis, Income Statement, Accounting, Balance Sheet

    3.9
    Rating, 3.9 out of 5 stars
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    9 reviews

    Intermediate · Course · 1 - 4 Weeks

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    Coursera

    Hybrid Project Plans and Changes

    Skills you'll gain: Change Orders, Change Control, Project Schedules, Timelines, Initiative and Leadership, Sprint Planning, Project Planning, Planning, Waterfall Methodology, Scheduling, Project Estimation, Analysis

    Beginner · Course · 1 - 4 Weeks

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    Logical Operations

    Project Management: Applying Predictive and Adaptive Methods

    Skills you'll gain: Cost Management, Project Risk Management, Project Schedules, Project Closure, Project Performance, Cost Estimation, Project Management, Project Scoping, Project Planning, Scope Management, Team Leadership, Sprint Planning, Agile Project Management, Vendor Management, Change Control, Communication Planning, Sprint Retrospectives, Leadership, Conflict Management, Leadership Development

    Intermediate · Specialization · 3 - 6 Months

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    AI CERTs

    AI in Finance Agent

    Skills you'll gain: Responsible AI, Agentic Workflows, Risking, Generative AI Agents, AI Enablement, Artificial Intelligence and Machine Learning (AI/ML), Power BI, AI Workflows, Accounting and Finance Software, Regulatory Compliance, Automation, Financial Data, Wealth Management, Compliance Management, Generative AI, Financial Forecasting, Data Processing, Finance, Workflow Management, General Finance

    Intermediate · Course · 1 - 3 Months

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    IBM

    IBM Project Manager

    Skills you'll gain: User Story, Stakeholder Engagement, Project Management Life Cycle, Resource Management, Risk Management, Peer Review, Agile Software Development, Scrum (Software Development), Earned Value Management, Stakeholder Management, Agile Methodology, Project Risk Management, Team Motivation, Project Management, IT Management, Interviewing Skills, Professional Networking, Leadership, Agile Project Management, Communication

    4.8
    Rating, 4.8 out of 5 stars
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    Beginner · Professional Certificate · 3 - 6 Months

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    University of Michigan

    Healthcare Management and Finance

    Skills you'll gain: Health Care Administration, Community Health, Financial Statements, Mergers & Acquisitions, Financial Accounting, Public Health, Financial Statement Analysis, Human Resources Management and Planning, Strategic Decision-Making, Financial Analysis, Health Systems, Electronic Medical Record, Financial Management, Marketing Communications, Return On Investment, Balance Sheet, Business Valuation, Accounting, Strategic Planning, Marketing

    4.6
    Rating, 4.6 out of 5 stars
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    Beginner · Specialization · 1 - 3 Months

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    EDUCBA

    Master Advanced Ownership Accounting & Deconsolidation

    Skills you'll gain: International Financial Reporting Standards, Consolidation, Financial Reporting, Financial Accounting, Generally Accepted Accounting Principles (GAAP), Equities, Mergers & Acquisitions, Financial Statement Analysis, Financial Statements, Accounting

    Intermediate · Course · 1 - 4 Weeks

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    EDUCBA

    Analyze Mortgage-Backed Securities and Credit Risk

    Skills you'll gain: Financial Analysis, Analysis, Risk Management Framework, Risk Modeling, Lending and Underwriting, Portfolio Risk, Bank Regulations, Securities Trading, Market Liquidity, Cash Flows

    Beginner · Course · 1 - 4 Weeks

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    UNSW Sydney (The University of New South Wales)

    Learning to Teach Online

    Skills you'll gain: Teaching, Digital pedagogy, Learning Management Systems, Education Software and Technology, Planning, Technology Strategies, digital literacy, Technical Communication, Content Management

    4.7
    Rating, 4.7 out of 5 stars
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    Beginner · Course · 1 - 3 Months

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    Creo Incubator

    Blockchain Innovation Deep Dive

    Skills you'll gain: Digital Assets, Blockchain, Financial Services, FinTech, Payment Systems, Emerging Technologies, Transaction Processing, Cryptography, Systems Architecture, Business Process Automation, Innovation, Healthcare 5.0, Verification And Validation

    Beginner · Course · 1 - 3 Months

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    Northeastern University

    Engineering Project Management Part 2

    Skills you'll gain: Project Closure, Engineering Management, Project Controls, Systems Engineering, Work Breakdown Structure, Project Management Life Cycle, Scheduling, Project Implementation, Earned Value Management, Project Management, Timelines, Project Performance, Project Planning, Project Design, Resource Planning, Resource Management, Resource Allocation, Forecasting

    Beginner · Course · 1 - 3 Months

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

  • Master Zoho Books: Analyze, Manage & Automate Accounting: EDUCBA
  • Master Advanced Accounting: Analyze, Value & Consolidate: EDUCBA
  • Hybrid Project Plans and Changes: Coursera
  • Project Management: Applying Predictive and Adaptive Methods: Logical Operations
  • AI in Finance Agent: AI CERTs
  • IBM Project Manager: IBM
  • Healthcare Management and Finance: University of Michigan
  • Master Advanced Ownership Accounting & Deconsolidation: EDUCBA
  • Analyze Mortgage-Backed Securities and Credit Risk: EDUCBA
  • Learning to Teach Online: UNSW Sydney (The University of New South Wales)

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