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  • Financial Planning

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: New
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    Packt

    Certified Scrum Master ( CSM ) Training – From Zero to CSM

    Skills you'll gain: Estimation, Conflict Management, Stakeholder Engagement

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
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    EDUCBA

    Build a C# WinForms Exhibition Visitor Entry System

    Skills you'll gain: Relational Databases, Requirements Analysis, Application Deployment, Database Design, Database Management, Business Requirements, C# (Programming Language), Application Development, Data Validation, Business Logic, UI Components, Data Access, User Interface (UI) Design

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    Strategic Leadership in Hospitality

    Skills you'll gain: Revenue Management, Customer experience strategy (CX), Service Design, Design Thinking, Change Management, Hospitality Services, Capital Expenditure, Social Media Campaigns, Financial Statement Analysis, Cost Control, Social Media Marketing, Hospitality Management, Financial Forecasting, Finance, Operations Management, Prototyping, Strategic Planning, Capital Budgeting, Search Engine Optimization, Key Performance Indicators (KPIs)

    4.4
    Rating, 4.4 out of 5 stars
    ·
    117 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Analyze & Apply Cost Accounting for Managerial Decisions

    Skills you'll gain: Cost Accounting, Management Accounting, Variance Analysis, Cost Benefit Analysis, Profit and Loss (P&L) Management, Operating Cost, Specialized Accounting, Cost Estimation, Accounting, Inventory Accounting, Business Planning, Performance Measurement, Financial Analysis, Accounting Records, Analysis, Operational Analysis, Financial Statement Analysis, Resource Allocation, Cost Management, Performance Analysis

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    A

    AI CERTs

    AI for Strategic Leadership

    Skills you'll gain: Responsible AI, Strategic Leadership, AI Enablement, Business Leadership, AI Product Strategy, Cross-Functional Team Leadership, Data Strategy, Governance, Strategic Decision-Making, Organizational Strategy, Organizational Leadership, Risk Management, Generative AI, Data Ethics, Data Governance, Team Management, Artificial Intelligence, Data-Driven Decision-Making, Enterprise Architecture, Business Ethics

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Business Analysis Fundamentals

    Skills you'll gain: Stakeholder Management, Business Analysis, Project Management, Stakeholder Analysis, Analysis, Requirements Elicitation, Risk Management, Microsoft Power Platform, Business Process Improvement, Problem Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    Modern Project Management with Microsoft Tools

    Skills you'll gain: Microsoft Power Platform, Stakeholder Management, Software Development Life Cycle, Team Building, Agile Methodology, Quality Management, Agile Project Management, Project Management Institute (PMI) Methodology, Power BI, Microsoft Power Automate/Flow, Scrum (Software Development), Business Analysis, Virtual Teams, Requirements Management, Risk Management, Team Management, Project Management Life Cycle, Project Management, Microsoft Project, Business

    4.6
    Rating, 4.6 out of 5 stars
    ·
    766 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Invoice Processing: From Receipt to Routing

    Skills you'll gain: Accounts Payable, Invoicing, Billing & Invoicing, Vendor Relationship Management, Payment Processing and Collection, Process Mapping, Project Documentation, Workflow Management, Accounting and Finance Software, Procedure Development, Accounting, Standard Accounting Practices, Business Process Automation, Document Control, Digital Transformation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    M

    Microsoft

    Microsoft Project Management: Build Job-Ready Skills

    Skills you'll gain: Stakeholder Management, Stakeholder Analysis, Virtual Teams, Scheduling, Team Management, Conflict Management, Project Schedules, Project Management Life Cycle, Project Management, Risk Mitigation, Teamwork, Project Management Office (PMO), Procurement, Project Coordination, Kanban Principles, Performance Measurement, Risk Management, Communication, Planning, Budgeting

    4.7
    Rating, 4.7 out of 5 stars
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    738 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI Prompting, Evaluation, and Governance

    Skills you'll gain: Responsible AI, AI Security, Prompt Engineering, Generative AI, Governance Risk Management and Compliance, Content Performance Analysis, Risk Management, Governance, Retrieval-Augmented Generation, Model Evaluation, Compliance Management, Data-Driven Decision-Making, Performance Analysis, Cross-Functional Team Leadership, System Monitoring, Gap Analysis, Large Language Modeling, Performance Metric, Quality Assessment, Cost Benefit Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
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    Alex Genadinik

    Start An Online Business And Generate Passive Income

    Skills you'll gain: Strategic Partnership, Vibe coding, Email Automation, Brand Strategy, Branding, Generative AI Agents, Contract Negotiation, AI Workflows, Closing (Sales), Entrepreneurship, Negotiation, Order Management, Blogs, Product Knowledge, Selling Techniques, Content Creation, E-Commerce, Order Fulfillment, Agentic systems, Logistics Management

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Optimize Persona-Based Content for Marketing Success

    Skills you'll gain: Content Performance Analysis, Persona Development, Content Marketing, Customer Insights, Target Audience, Content Strategy, Persona (User Experience), Social Media Content, Data Storytelling, Marketing Analytics, Performance Measurement, Scheduling, Drive Engagement, Key Performance Indicators (KPIs), Return On Investment, Strategic Decision-Making

    Beginner · Course · 1 - 4 Weeks

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

  • Certified Scrum Master ( CSM ) Training – From Zero to CSM: Packt
  • Build a C# WinForms Exhibition Visitor Entry System: EDUCBA
  • Strategic Leadership in Hospitality: Starweaver
  • Analyze & Apply Cost Accounting for Managerial Decisions: EDUCBA
  • AI for Strategic Leadership : AI CERTs
  • Business Analysis Fundamentals: Microsoft
  • Modern Project Management with Microsoft Tools: Microsoft
  • Invoice Processing: From Receipt to Routing: Coursera
  • Microsoft Project Management: Build Job-Ready Skills: Microsoft
  • GenAI Prompting, Evaluation, and Governance: Coursera

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