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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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    Starweaver

    Generative AI: Transform Your Management Consulting

    Skills you'll gain: Responsible AI, Management Consulting, Business Consulting, Anthropic Claude, Process Mapping, Data Ethics, Google Gemini, Generative AI, Artificial Intelligence, Process Improvement and Optimization, Process Analysis, ChatGPT, Predictive Modeling, Microsoft Copilot, Business Analytics, Presentations, Prompt Engineering, Data Analysis, Change Management, Quality Assurance

    Intermediate · Course · 1 - 3 Months

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    Coursera

    Reconcile Accounts: Bank Statements

    Skills you'll gain: Reconciliation, Ledgers (Accounting), Auditing, Accounting Records, General Ledger

    Beginner · Course · 1 - 4 Weeks

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    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
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    2.4K reviews

    Mixed · Course · 1 - 3 Months

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    Logical Operations

    Project Management: Monitoring Key Project Elements

    Skills you'll gain: Cost Management, Project Risk Management, Cost Control, Quality Control, Project Schedules, Project Performance, Risk Analysis, Scheduling, Quality Assurance, Project Management, Project Planning, Agile Project Management, Sprint Planning, Cost Reduction, Microsoft Excel, Microsoft Word, Team Leadership, Microsoft Office, Leadership, Leadership Development

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    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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    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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    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

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    Packt

    .NET 8 Microservices – DDD, CQRS & Clean Architecture

    Skills you'll gain: Microservices, Docker (Software), Containerization, API Gateway, Redis, API Design, ASP.NET, .NET Framework, Software Architecture, Microsoft Visual Studio, Software Design Patterns, Cloud-Native Computing, Restful API, C# (Programming Language), Web Services, Application Programming Interface (API), Event-Driven Programming, Integration Testing, Scalability, Web Development

    Intermediate · Specialization · 3 - 6 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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    Coursera

    Jira for Quality Assurance Testing

    Skills you'll gain: Software Quality Assurance, Quality Assurance, Software Testing, Jira (Software), Regression Testing, Functional Testing, Test Planning, Test Case, Usability Testing, Technical Communication, Issue Tracking, Agile Methodology, Software Documentation, Software Development, Agile Project Management, Risk Management, User Interface and User Experience (UI/UX) Design, Data Analysis, Problem Solving

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Analyze & Apply Generative AI for Research & Finance

    Skills you'll gain: Team Performance Management, Generative AI, Kanban Principles, Analytics, AI Security, Big Data, Investment Management, Coaching, Trend Analysis, Scalability, Emotional Intelligence, Technology Strategies, Business, Employee Engagement, Business Ethics, Customer experience improvement, Responsible AI, Complex Problem Solving, Research, Estimation

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    FinTech: Foundations, Payments, and Regulations

    Skills you'll gain: FinTech, Credit/Debit Card Processing, Financial Services, Payment Processing, Technology Strategies, Investments, Asset Management, Wealth Management, Environmental Social And Corporate Governance (ESG), Financial Regulations, Entrepreneurial Finance, Innovation, Consumer Behaviour

    4.6
    Rating, 4.6 out of 5 stars
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    2.6K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Generative AI: Transform Your Management Consulting: Starweaver
  • Reconcile Accounts: Bank Statements: Coursera
  • Gamification: University of Pennsylvania
  • Project Management: Monitoring Key Project Elements: Logical Operations
  • Administración de Proyectos: Principios Básicos: Tecnológico de Monterrey
  • Altcoins & Memecoins: Cryptocurrency Beyond Bitcoin: Alex Genadinik
  • Agentic AI Content for Practitioners (Teams: Healthcare): Coursera
  • .NET 8 Microservices – DDD, CQRS & Clean Architecture: Packt
  • Beginner's Guide to Business Presentations and PowerPoint: Packt
  • Jira for Quality Assurance Testing: Coursera

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