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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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    Alex Genadinik

    Introduction to Stablecoins: How And When To Use Them

    Skills you'll gain: Market Liquidity, Payment Systems, Blockchain, Financial Analysis, Risk Management, Digital Assets, FinTech, Financial Regulation, Financial Trading, International Finance

    Mixed · Course · 1 - 3 Months

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    EDUCBA

    Analyze Asset & Fund Management Strategies

    Skills you'll gain: Investment Management, Portfolio Risk, Risk Management, Wealth Management, Return On Investment, Regulatory Compliance, Market Dynamics

    Beginner · Course · 1 - 4 Weeks

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    Northeastern University

    Engineering Project Management Part 2

    Skills you'll gain: Project Closure, Engineering Management, Project Controls, Systems Engineering, Work Breakdown Structure, Project Management Life Cycle, Scheduling, Project Implementation, Earned Value Management, Project Management, Timelines, Project Performance, Project Planning, Project Design, Resource Planning, Resource Management, Resource Allocation, Forecasting

    Beginner · Course · 1 - 3 Months

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    Adobe

    Adobe Marketing Specialist

    Skills you'll gain: Adobe Express, Promotional Strategies, Marketing Planning, Social Media Content, Responsible AI, Digital Marketing, Cross-Channel Marketing, Logo Design, Digital Design, Content Marketing, Layout Design, Creative Design, Generative AI, Marketing Strategies, Campaign Management, Social Media Marketing, Graphic Design, Content Strategy, Advertising, Market Research

    4.7
    Rating, 4.7 out of 5 stars
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    2.8K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    Google

    Gestión de Proyectos de Google

    Skills you'll gain: Project Closure, Quality Management, Project Planning, Communication Planning, Sprint Retrospectives, Backlogs, Project Management Life Cycle, Agile Methodology, Project Management, Agile Project Management, Issue Tracking, Stakeholder Analysis, Budget Management, Project Scoping, Milestones (Project Management), Project Documentation, Project Risk Management, Scope Management, Stakeholder Management, Change Management

    4.9
    Rating, 4.9 out of 5 stars
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    11K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    Creo Incubator

    Entrepreneuriat : finance et préparation au financement

    Skills you'll gain: Business Strategy, Entrepreneurial Finance, Financial Analysis, Financial Statements, Fundraising, Presentations, Mergers & Acquisitions, Entrepreneurship, Finance, Project Finance, Financial Forecasting, Business Valuation, Value Propositions, Private Equity, Verbal Communication Skills

    Advanced · Course · 1 - 4 Weeks

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    EDUCBA

    Master Branch Accounting: Analyze, Apply & Consolidate

    Skills you'll gain: Reconciliation, Inventory Accounting, Specialized Accounting, Accounting, Profit and Loss (P&L) Management, Financial Accounting, Financial Reporting, Auditing, Accounts Receivable, Consolidation, Balance Sheet, International Finance, Performance Analysis, Organizational Structure, Language Interpretation, Translation, and Studies

    Beginner · Course · 1 - 4 Weeks

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    Atlassian

    Agile with Atlassian Jira

    Skills you'll gain: Jira (Software), Agile Methodology, Scrum (Software Development), Kanban Principles, Agile Project Management, Lean Methodologies, Backlogs, Sprint Planning, Sprint Retrospectives, User Story, Workflow Management, Project Management, Product Requirements, Query Languages, Software Versioning, Continuous Improvement Process

    4.7
    Rating, 4.7 out of 5 stars
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    9.7K reviews

    Beginner · Course · 1 - 4 Weeks

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    Pontificia Universidad Católica de Chile

    Gestión Empresarial Exitosa para Pymes

    Skills you'll gain: Entrepreneurship, People Management, Business Management, Marketing, Talent Management, Accounting, Customer experience strategy (CX), Financial Management, Financial Analysis, Business Planning, Innovation, Finance, Recruitment, Operational Efficiency, Persona (User Experience)

    4.8
    Rating, 4.8 out of 5 stars
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    5.4K reviews

    Mixed · Course · 1 - 3 Months

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    Coursera

    Analyze Spend: Uncover Hidden Cost Savings

    Skills you'll gain: Data Storytelling, Pivot Tables And Charts, Spreadsheet Software, Data-Driven Decision-Making, Data Analysis, Data Cleansing, Data Manipulation, Financial Data, Excel Formulas, Expense Management, Cost Reduction, Cost Management, Financial Reporting

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Calculate VaR: Market Risk Measurement

    Skills you'll gain: Portfolio Risk, Risk Modeling, Quantitative Research, Risk Analysis, Financial Forecasting, Market Data, Dashboard, Risk Management, Statistical Reporting, Business Risk Management, Data Presentation, Investment Management

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

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

  • Introduction to Stablecoins: How And When To Use Them: Alex Genadinik
  • Analyze Asset & Fund Management Strategies: EDUCBA
  • Engineering Project Management Part 2: Northeastern University
  • Adobe Marketing Specialist: Adobe
  • Gestión de Proyectos de Google: Google
  • Entrepreneuriat : finance et préparation au financement: Creo Incubator
  • Master Branch Accounting: Analyze, Apply & Consolidate: EDUCBA
  • Agile with Atlassian Jira: Atlassian
  • Gestión Empresarial Exitosa para Pymes: Pontificia Universidad Católica de Chile
  • Analyze Spend: Uncover Hidden Cost Savings: Coursera

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