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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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    Coursera

    Double-Entry Bookkeeping: Record & Balance

    Skills you'll gain: Balancing (Ledger/Billing), Bookkeeping, QuickBooks (Accounting Software), Ledgers (Accounting), Accounting Records, Accounting, Reconciliation, Accounting Systems, General Ledger, General Accounting, Accounting Software, Transaction Processing, Verification And Validation

    Beginner · Course · 1 - 4 Weeks

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    Northeastern University

    Agile Software Development Part 1

    Skills you'll gain: Software Development Life Cycle, Agile Software Development, Software Development Methodologies, Agile Methodology, Agile Project Management, Scrum (Software Development), Requirements Analysis, Sprint Retrospectives, Software Development, Sprint Planning, Waterfall Methodology, Backlogs, User Story, Continuous Integration

    Mixed · Course · 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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    Packt

    Beginner's Guide to Business Presentations and PowerPoint

    Skills you'll gain: Sales Presentations, Business Communication, Data Visualization

    Beginner · Course · 1 - 3 Months

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    Starweaver

    AI-Driven HR Strategy, Operations, and Regulatory Compliance

    Skills you'll gain: Data Ethics, Responsible AI, Workforce Planning, Human Resource Strategy, Employee Engagement, AI Enablement, Regulatory Compliance, People Analytics, Compliance Management, Human Resource Policies, Recruitment Strategies, ChatGPT, Employee Retention, Recruitment, Governance, Ethical Standards And Conduct, Dashboard

    Intermediate · Course · 1 - 4 Weeks

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    Coursera

    Automate Jira: Sync and Prove ROI

    Skills you'll gain: Report Writing, Return On Investment, Business Process Automation, Business Writing, Persuasive Communication, Cost Estimation, Cost Benefit Analysis, Automation, Operational Efficiency, Workflow Management, AI Enablement, Business Analysis, Business Metrics, Stakeholder Communications, Excel Formulas, Forecasting, Data Integration

    Beginner · Course · 1 - 4 Weeks

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    Packt

    Strategic People Management and Organizational Leadership

    Skills you'll gain: Process Optimization, Organizational Change, Virtual Teams, People Management, Leadership Development, Project Management, Personal Development, Human Resources Management and Planning, Professional Development, Continuous Improvement Process, Talent Management, Employee Performance Management, Employee Retention, Agile Methodology, Cross-Functional Team Leadership, Self-Awareness, Growth Mindedness

    Intermediate · 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

    4.7
    Rating, 4.7 out of 5 stars
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    1.5K reviews

    Beginner · Specialization · 1 - 3 Months

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    Universidad de los Andes

    Programa en Desarrollo de nuevas empresas

    Skills you'll gain: Strategic Partnership, Business Modeling, Value Propositions, Business Development, Resource Allocation, Entrepreneurial Finance, Financial Analysis, Target Market, User Feedback, Entrepreneurship, Team Building, New Product Development, Leadership Development, New Business Development, Business Marketing, Performance Metric, Revenue Forecasting, Product Development, Profit and Loss (P&L) Management, Cash Flows

    4.8
    Rating, 4.8 out of 5 stars
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    1K reviews

    Beginner · Specialization · 3 - 6 Months

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    Packt

    Building and Managing High-Performance Teams

    Skills you'll gain: Meeting Facilitation, Conflict Management, Team Management, Performance Management, Teamwork, Communication, Constructive Feedback, Data-Driven Decision-Making, Decision Making, Leadership, Influencing, Innovation, Goal Setting, Coaching

    Intermediate · Course · 1 - 4 Weeks

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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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    University of Illinois Urbana-Champaign

    Corporate Finance I: Measuring and Promoting Value Creation

    Skills you'll gain: Mergers & Acquisitions, Financial Analysis, Financial Statement Analysis, Finance, Financial Modeling, Return On Investment, Investment Management, Capital Budgeting, Cash Management, Corporate Finance, Business Valuation, Cash Flow Forecasting, Working Capital, Performance Measurement, Risk Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    1.2K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Double-Entry Bookkeeping: Record & Balance: Coursera
  • Agile Software Development Part 1: Northeastern University
  • Altcoins & Memecoins: Cryptocurrency Beyond Bitcoin: Alex Genadinik
  • Beginner's Guide to Business Presentations and PowerPoint: Packt
  • AI-Driven HR Strategy, Operations, and Regulatory Compliance: Starweaver
  • Automate Jira: Sync and Prove ROI: Coursera
  • Strategic People Management and Organizational Leadership: Packt
  • Project Management: University of Colorado Boulder
  • Programa en Desarrollo de nuevas empresas: Universidad de los Andes
  • Building and Managing High-Performance Teams: Packt

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