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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


  • Status: Free Trial
    Free Trial
    U

    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
    ·
    1.2K reviews

    Beginner · Course · 1 - 4 Weeks

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    Microsoft

    Microsoft Account Manager with Generative AI

    Skills you'll gain: Budget Management, Account Strategy, Productivity Software, Financial Management, Financial Data, Administrative Support, Sales Process, Customer Relationship Management (CRM) Software, Key Performance Indicators (KPIs), Account Management, Data Quality, Customer Service, Budgeting, Client Services, AI Personalization, Sales Management, Sales, Relationship Building, Customer Insights, Generative AI

    Advanced · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Pennsylvania

    Gamification

    Skills you'll gain: Game Design, Project Design, Social Impact, Drive Engagement, Design Thinking, Employee Engagement, Motivational Skills, Training and Development, Behavior Management, Customer Engagement, Psychology, Behavioral Economics, Marketing

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.4K reviews

    Mixed · Course · 1 - 3 Months

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    C

    Coursera

    Optimize LLM Costs & Streamline Processes

    Skills you'll gain: Miro AI, Process Optimization, Process Improvement and Optimization, Productivity Software, Process Analysis, Business Workflow Analysis, Expense Management, Cost Management, Cost Benefit Analysis, Data-Driven Decision-Making

    Intermediate · Course · 1 - 4 Weeks

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    Packt

    Routing, Network Devices, and Security

    Skills you'll gain: Routing Protocols, Network Security, Network Routing, TCP/IP, Open Shortest Path First (OSPF), Network Protocols, Network Switches, Virtual Local Area Network (VLAN), Network Monitoring, Virtual Private Networks (VPN), Firewall, Network Infrastructure, Network Troubleshooting, Border Gateway Protocol, Network Performance Management, Virtual Networking, Network Analysis, Authentications, Encryption

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    T

    Tecnológico de Monterrey

    Administración de Proyectos: Principios Básicos

    Skills you'll gain: Project Schedules, Project Scoping, Stakeholder Management, Project Risk Management, Work Breakdown Structure, Stakeholder Analysis, Risk Analysis, Cost Management, Risk Management, Project Management, Change Control, Microsoft Project, Scope Management, Project Controls, Communication Planning, Project Performance, Project Planning, Project Documentation, Earned Value Management, Budget Management

    4.7
    Rating, 4.7 out of 5 stars
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    6.1K reviews

    Beginner · Specialization · 3 - 6 Months

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    Coursera

    Agentic AI Content for Practitioners (Teams: Healthcare)

    Skills you'll gain: Clinical Documentation, Responsible AI, Agentic Workflows, Healthcare Project Management, Data Governance, AI Security, Clinical Research, Regulatory Compliance, Data Validation, Health Informatics, Artificial Intelligence, Agentic systems, Data Ethics, Clinical Data Management, Automation, Decision Support Systems

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    E

    EDUCBA

    Master Cloud Accounting with Wave Apps: Analyze & Manage

    Skills you'll gain: Ledgers (Accounting), Small Business Accounting, Accounting Systems, Payroll Processing, Accounts Payable, General Accounting, Dashboard, Sales Tax

    Beginner · Course · 1 - 4 Weeks

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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

  • Status: New
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    E

    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

  • Status: New
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    EDUCBA

    Master Supermarket Layouts: Design & Draft in AutoCAD

    Skills you'll gain: Architectural Drawing, AutoCAD, Technical Drawing, Drafting and Engineering Design, Computer-Aided Design, Commercial Construction, Building Design, Architectural Design, Functional Design

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    U

    Universidades Anáhuac

    Introducción al Emprendimiento Contexto y Perfil Emprendedor

    Skills you'll gain: Entrepreneurship, Creativity, Innovation, Adaptability, Business Modeling, Business Strategy, New Business Development, Market Opportunities, Social Impact, Self-Awareness

    Beginner · Course · 1 - 3 Months

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

  • Corporate Finance I: Measuring and Promoting Value Creation: University of Illinois Urbana-Champaign
  • Microsoft Account Manager with Generative AI: Microsoft
  • Gamification: University of Pennsylvania
  • Optimize LLM Costs & Streamline Processes: Coursera
  • Routing, Network Devices, and Security: Packt
  • Administración de Proyectos: Principios Básicos: Tecnológico de Monterrey
  • Agentic AI Content for Practitioners (Teams: Healthcare): Coursera
  • Master Cloud Accounting with Wave Apps: Analyze & Manage: EDUCBA
  • AI-Driven HR Strategy, Operations, and Regulatory Compliance: Starweaver
  • Master AutoCAD Corporate Layouts: Design & Drafting Skills: EDUCBA

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