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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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    Rutgers the State University of New Jersey

    Generative AI & Governmental Financial Reporting

    Skills you'll gain: Prompt Engineering, Scalability, Large Language Modeling, Governmental Accounting, Unstructured Data, LLM Application, Financial Data, Generative AI, Accounting, Artificial Intelligence, Robotic Process Automation, Financial Reporting, Automation, Application Programming Interface (API), User Interface (UI)

    Intermediate · Course · 1 - 4 Weeks

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    Harvard Business Review

    Lead for Results: From Planning to Execution

    Skills you'll gain: Process Analysis, Delegation Skills, Performance Measurement, Project Management, Meeting Facilitation, Time Management, Project Risk Management, Team Performance Management, Performance Metric, Productivity, Project Schedules, Performance Management, Goal Setting, Leadership, Conflict Management, Negotiation, Prioritization, Planning, Organizational Strategy, Organizational Development

    4.9
    Rating, 4.9 out of 5 stars
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    8 reviews

    Intermediate · Specialization · 1 - 3 Months

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    Vanderbilt University

    ChatGPT for Project Management: Insight, Planning, & Success

    Skills you'll gain: Large Language Modeling, Project Planning, ChatGPT, Risk Analysis, Timelines, Project Risk Management, Performance Metric, Project Schedules, Project Management, Prompt Engineering, Key Performance Indicators (KPIs), Smart Goals, Work Breakdown Structure, Generative AI, Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    73 reviews

    Mixed · Course · 1 - 4 Weeks

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    EDUCBA

    AI for Business Ethics & Financial Strategy Mastery

    Skills you'll gain: Data Ethics, Financial Modeling, Responsible AI, AI Security, Financial Forecasting, Financial Statements, Depreciation, Business Ethics, Balance Sheet, Capital Budgeting, Artificial Intelligence, Strategic Decision-Making, Data Management, Information Privacy, Financial Analysis, Excel Formulas, Ethical Standards And Conduct, Finance, Business Strategy, Business

    Beginner · Specialization · 3 - 6 Months

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    A

    Arizona State University

    Lesson Planning with the ELL in Mind

    Skills you'll gain: Lesson Planning, Language Competency, English Language, Curriculum Planning, Instructional and Curriculum Design, Language Learning, Student Engagement, Grammar, Vocabulary, Literacy

    4.7
    Rating, 4.7 out of 5 stars
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    202 reviews

    Mixed · Course · 1 - 3 Months

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    Northeastern University

    Strategic Info Systems: Planning & Business Alignment

    Skills you'll gain: Scope Management, Requirements Management, Project Scoping, Project Documentation, Change Control, Project Planning, Agile Methodology, Strategic Planning, Information Technology, Project Management, Business Planning, Stakeholder Communications

    Mixed · Course · 1 - 4 Weeks

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    EDUCBA

    Analyze Financial Fraud Using Machine Learning Analytics

    Skills you'll gain: Financial Data, Data-Driven Decision-Making, Profit and Loss (P&L) Management, Risk Modeling, Lending and Underwriting, Applied Machine Learning, Financial Systems, Operational Analysis, Risk Analysis, Anomaly Detection, Statistical Machine Learning, Financial Regulation, Financial Industry Regulatory Authorities

    Beginner · Course · 1 - 4 Weeks

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    Workday

    Workday Financial Management for Business Users

    Skills you'll gain: People Analytics, Accounts Payable and Receivable, Workday (Software), Accounting Software, Data Analysis Software, Financial Data, Dashboard, General Ledger, Accounting, Data Import/Export, Workflow Management, Business Process, Financial Reporting, Finance

    Beginner · Course · 1 - 4 Weeks

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    U

    University of Michigan

    GenAI in Business: Planning Framework for Implementation

    Skills you'll gain: Generative AI, AI Product Strategy, AI Enablement, Generative AI Agents, Data Integration, Data Strategy, Business Analysis, Data Quality, Technology Roadmaps, Business Solutions, Business Transformation, Business Strategy, Stakeholder Communications, Decision Making, Stakeholder Engagement

    4.8
    Rating, 4.8 out of 5 stars
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    32 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Demand Planning in RStudio: Create Demand Forecast

    Skills you'll gain: Demand Planning, Customer Demand Planning, Supply Chain Planning, Production Planning, Forecasting, Time Series Analysis and Forecasting, Trend Analysis, Inventory Management System, Data Analysis, R Programming, Data Visualization, R (Software), Model Evaluation

    Intermediate · Guided Project · Less Than 2 Hours

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    T

    The University of Melbourne

    The Language and Tools of Financial Analysis

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Statements, Accounting, Balance Sheet, Income Statement, Financial Reporting, Corporate Finance, Cash Flows, Accrual Accounting, Risk Analysis, Governance

    4.7
    Rating, 4.7 out of 5 stars
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    1.4K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    I

    Interactive Brokers

    ESG Investing: Financial Decisions in Flux

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Development, Corporate Sustainability, Sustainability Standards, Financial Services, Environmental Regulations, Financial Market, Investments, Market Trend, Portfolio Management, Market Analysis, Regulatory Compliance, Capital Markets, Risk Analysis, Sustainable Business, Data Collection, Due Diligence, Big Data, Data Science, Risk Management

    4.5
    Rating, 4.5 out of 5 stars
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    127 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Generative AI & Governmental Financial Reporting: Rutgers the State University of New Jersey
  • Lead for Results: From Planning to Execution: Harvard Business Review
  • ChatGPT for Project Management: Insight, Planning, & Success: Vanderbilt University
  • AI for Business Ethics & Financial Strategy Mastery: EDUCBA
  • Lesson Planning with the ELL in Mind: Arizona State University
  • Strategic Info Systems: Planning & Business Alignment: Northeastern University
  • Analyze Financial Fraud Using Machine Learning Analytics: EDUCBA
  • Workday Financial Management for Business Users: Workday
  • GenAI in Business: Planning Framework for Implementation: University of Michigan
  • Demand Planning in RStudio: Create Demand Forecast: Coursera

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