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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


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    AI CERTs

    Managing Projects with AI

    Skills you'll gain: AI Product Strategy, Project Management Software, Responsible AI, Project Risk Management, AI Enablement, Project Management, Project Portfolio Management, Project Management Life Cycle, Risk Analysis, Project Management Office (PMO), Project Implementation, Resource Allocation, Timelines, Project Scoping, Artificial Intelligence and Machine Learning (AI/ML), Project Performance, Project Accounting, Predictive Modeling, Generative AI Agents, Generative AI

    Intermediate · 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

  • Status: Free Trial
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    IBM

    IBM UI/UX Designer

    Skills you'll gain: User Story, Information Architecture, UI/UX Research, User Research, User Interface and User Experience (UI/UX) Design, Design Thinking, User Experience, Agile Software Development, Scrum (Software Development), User Centered Design, Agile Methodology, Usability, Usability Testing, Responsive Web Design, User Interface (UI), Figma (Design Software), Wireframing, Design Research, Prototyping, Persona (User Experience)

    4.8
    Rating, 4.8 out of 5 stars
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    2.8K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    SkillsBooster Academy

    Microsoft Excel: From Basics to AI-Powered Workflows

    Skills you'll gain: Excel Formulas, Microsoft Excel, Microsoft Copilot, Excel Macros, Microsoft Power Platform, Workflow Management, Microsoft Project, Microsoft 365, Microsoft Teams, Microsoft Office, Business Workflow Analysis, Microsoft Access, ChatGPT, Operational Excellence, Devops Tools, Project Accounting, Interactive Learning, Microsoft Windows, Software Development Tools, Test Tools

    3.8
    Rating, 3.8 out of 5 stars
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    8 reviews

    Beginner · Course · 1 - 3 Months

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    University of California, Irvine

    Project Management Project

    Skills you'll gain: Project Risk Management, Project Schedules, Work Breakdown Structure, Timelines, Risk Management, Peer Review, Budgeting, Project Planning, Scheduling, Project Management, Project Implementation, Project Scoping, Project Documentation, Matrix Management

    4.8
    Rating, 4.8 out of 5 stars
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    3.4K 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

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    University of Pennsylvania

    What is Compliance?

    Skills you'll gain: Compliance Management, Compliance Training, Regulation and Legal Compliance, Legal Risk, Law, Regulation, and Compliance, Governance Risk Management and Compliance, Compliance Reporting, Regulatory Requirements, Compliance Auditing, Risk Management, Operational Risk, Governance, Risk Mitigation, Strategic Planning, Risk Analysis, Brand Management

    4.8
    Rating, 4.8 out of 5 stars
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    1.5K reviews

    Mixed · Course · 1 - 4 Weeks

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    University at Buffalo

    ADHD: Everyday Strategies for Elementary Students

    Skills you'll gain: Classroom Management, Teaching, Instructional Strategies, Student Engagement, Psychiatric Assessments, Parent Communication, Behavior Management, Positive Behavior Support, Working With Children, Clinical Assessment, Mental Health Diseases and Disorders, Treatment Planning, Diagnostic Tests, Child Development, Planning, Communication

    4.7
    Rating, 4.7 out of 5 stars
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    2.4K reviews

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Implementing and Integrating 5G O-RAN Systems (Advanced)

    Skills you'll gain: Interoperability, Virtualization, Software-Defined Networking, Cloud-Native Computing, Network Troubleshooting, Network Planning And Design, Automation, Network Architecture, Network Performance Management, Wireless Networks, Real Time Data, Systems Integration

    Advanced · Course · 1 - 4 Weeks

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    CertNexus

    IoTBIZ (Exam IOZ-110)

    Skills you'll gain: Internet Of Things, Business Planning, Project Planning, Information Technology, Systems Development Life Cycle, Software Development Life Cycle, Technology Strategies, Business Solutions, Emerging Technologies, Cloud Computing, Technology Solutions, Business Strategy, Cybersecurity, Operations, Risk Management, Software Development, Operational Efficiency, Prototyping

    Mixed · Course · 1 - 4 Weeks

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    Universidad Nacional Autónoma de México

    Administración financiera y su función en la empresa

    Skills you'll gain: Financial Statement Analysis, Financial Management, Corporate Finance, Performance Measurement, Financial Data, Capital Budgeting, Financial Analysis, Budgeting, Financial Modeling, Balance Sheet, Financial Policy, Cash Flows, Stakeholder Management, Governance, Working Capital, Return On Investment

    4.8
    Rating, 4.8 out of 5 stars
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    1.8K reviews

    Intermediate · Course · 1 - 3 Months

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

  • Managing Projects with AI: AI CERTs
  • Agentic AI Content for Practitioners (Teams: Healthcare): Coursera
  • IBM UI/UX Designer: IBM
  • Microsoft Excel: From Basics to AI-Powered Workflows: SkillsBooster Academy
  • Project Management Project: University of California, Irvine
  • Project Management: Monitoring Key Project Elements: Logical Operations
  • What is Compliance?: University of Pennsylvania
  • ADHD: Everyday Strategies for Elementary Students: University at Buffalo
  • Implementing and Integrating 5G O-RAN Systems (Advanced): Coursera
  • IoTBIZ (Exam IOZ-110): CertNexus

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