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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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    The University of Edinburgh

    Fundamentals of Music Theory

    Skills you'll gain: Music Theory, Music, Classical Music, Musical Composition

    4.5
    Rating, 4.5 out of 5 stars
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    1.9K reviews

    Beginner · Course · 1 - 3 Months

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    Google

    From Likes to Leads: Interact with Customers Online

    Skills you'll gain: Social Media Marketing, Social Media Strategy, Social Media Management, Content Creation, Instagram, Digital Marketing, Digital Advertising, Customer Engagement, Brand Awareness, Marketing Analytics, Target Audience

    4.8
    Rating, 4.8 out of 5 stars
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    4K reviews

    Beginner · Course · 1 - 3 Months

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    E

    EDHEC Business School

    Investment Management with Python and Machine Learning

    Skills you'll gain: Investment Management, Portfolio Management, Text Mining, Portfolio Risk, Asset Management, Network Analysis, Data Visualization Software, Investments, Machine Learning Methods, Return On Investment, Unstructured Data, Predictive Modeling, Web Scraping, Machine Learning, Social Network Analysis, Financial Statements, Applied Machine Learning, Financial Market, Financial Modeling, Risk Management

    4.6
    Rating, 4.6 out of 5 stars
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    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

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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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    Logical Operations

    Microsoft Project 2019–2024/365: Part 2

    Skills you'll gain: Microsoft Project, Management Reporting, Project Management Software, Timelines, Project Schedules, Microsoft 365, Project Controls, Project Implementation, Project Management, Project Coordination, Project Scoping, Project Design, Project Portfolio Management, Project Planning, Resource Allocation, Resource Management, Microsoft Office, Project Estimation, Productivity Software, User Interface (UI)

    Mixed · Course · 1 - 3 Months

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    University of Pennsylvania

    Introduction to Operations Management

    Skills you'll gain: Operations Management, Operational Efficiency, Process Analysis, Process Management, Process Improvement, Lean Methodologies, Workflow Management, Continuous Improvement Process, Capacity Planning, Quality Management, Supply Chain Management, Inventory Management System, Statistical Process Controls, Process Flow Diagrams, Root Cause Analysis

    4.5
    Rating, 4.5 out of 5 stars
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    2.9K reviews

    Beginner · Course · 1 - 4 Weeks

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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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    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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    Coursera

    Agile Project Coordination

    Skills you'll gain: Project Schedules, Workflow Management, Sprint Planning, Agile Project Management, Scrum (Software Development), Project Management, Project Planning, Strategic Communication, Project Documentation, Communication Strategies, Agile Methodology, Stakeholder Communications, Process Improvement, Team Management, Risk Management, Change Management, Performance Management, Resource Management, Cross-Functional Collaboration, Data-Driven Decision-Making

    Beginner · Specialization · 3 - 6 Months

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    Erasmus University Rotterdam

    Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital

    Skills you'll gain: Strategic Decision-Making, Business Valuation, Private Equity, Mergers & Acquisitions, Game Theory, Corporate Strategy, Financial Analysis, Business Strategy, Return On Investment, Investment Banking, Cash Flows, Corporate Finance, Risk Analysis

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
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    1.4K reviews

    Advanced · Course · 1 - 3 Months

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    Coursera

    Analyze Data: Visualize, Summarize, and R

    Skills you'll gain: Exploratory Data Analysis, Financial Data, Data Analysis, Package and Software Management, R Programming, R (Software), Statistical Analysis, Expense Management, Financial Analysis, Tidyverse (R Package), Data Manipulation, Statistical Visualization, Data Import/Export

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    E

    ESSEC Business School

    Negotiation, Mediation and Conflict Resolution

    Skills you'll gain: Mediation, Negotiation, Communication Strategies, Conflict Management, Active Listening, Cultural Sensitivity, Intercultural Competence, Cultural Diversity, Verbal Communication Skills, Communication, Diplomacy, Relationship Building, Labor Relations, Interpersonal Communications, Strategic Partnership, Case Studies, Non-Verbal Communication, Leadership, Analysis, Planning

    4.7
    Rating, 4.7 out of 5 stars
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    2.7K reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Fundamentals of Music Theory: The University of Edinburgh
  • From Likes to Leads: Interact with Customers Online: Google
  • Investment Management with Python and Machine Learning: EDHEC Business School
  • Project Management: Predictive/Adaptive Method Fundamentals: Logical Operations
  • Microsoft Project 2019–2024/365: Part 2: Logical Operations
  • Introduction to Operations Management: University of Pennsylvania
  • Procurement: From Specs to POs: Coursera
  • Scope AI Projects: Define Success: Coursera
  • Agile Project Coordination: Coursera
  • Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital: Erasmus University Rotterdam

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