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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.


More to explore:

Popular Financial Planning Courses and Certifications


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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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    New York University

    Machine Learning and Reinforcement Learning in Finance

    Skills you'll gain: Supervised Learning, Model Evaluation, Reinforcement Learning, Applied Machine Learning, Machine Learning, Statistical Methods, Dimensionality Reduction, Unsupervised Learning, Artificial Neural Networks, Decision Tree Learning, Predictive Modeling, Financial Trading, Financial Market, Derivatives, Scikit Learn (Machine Learning Library), Markov Model, Regression Analysis, Deep Learning, Market Liquidity, Tensorflow

    3.7
    Rating, 3.7 out of 5 stars
    ·
    819 reviews

    Intermediate · Specialization · 3 - 6 Months

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    U

    Universidad Nacional Autónoma de México

    Matemáticas financieras

    Skills you'll gain: Business Mathematics, Financial Management, Finance, Financial Modeling, Investment Management, Capital Budgeting, Financial Analysis, Return On Investment, Loans, Investments, Cash Flows, Corporate Finance

    4.8
    Rating, 4.8 out of 5 stars
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    1.3K reviews

    Intermediate · Course · 1 - 3 Months

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    LearnQuest

    Growth Strategies and Career Readiness in Tech Sales

    Skills you'll gain: Selling Techniques, Upselling, Technical Sales, Sales, Cross Selling, LinkedIn, Business Ethics, Sales Strategy, digital literacy, Professional Networking, Automation, Goal Setting, Compliance Management, Customer Retention

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    IE Business School

    Integrated Marketing Communications: Advertising, Public Relations, Digital Marketing and more

    Skills you'll gain: Marketing Communications, Integrated Marketing Communications, Advertising, Marketing, Marketing Budgets, Brand Marketing, Communication Planning, Marketing Planning, Brand Strategy, Brand Management, Brand Loyalty, Branding, Marketing Management, Campaign Management, Marketing Strategy and Techniques, Media Planning, Brand Awareness, Promotional Strategies, Consumer Behaviour, Communication

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    2.5K reviews

    Beginner · Course · 1 - 4 Weeks

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    U

    University of Virginia

    Grow to Greatness: Smart Growth for Private Businesses, Part I

    Skills you'll gain: Growth Strategies, Business Planning, Business Strategy, Business Development, Strategic Thinking, Business Priorities, Entrepreneurship, Business Process, Planning, Value Propositions, Market Opportunities, Innovation, Business Intelligence, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
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    660 reviews

    Mixed · Course · 1 - 3 Months

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    The University of Melbourne

    Essentials of Corporate Finance Capstone

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Modeling, Financial Management, Financial Data, Investment Management, Strategic Decision-Making, Corporate Finance, Market Data, Risk Analysis, Business Valuation, Capital Markets

    4.8
    Rating, 4.8 out of 5 stars
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    136 reviews

    Mixed · Course · 1 - 4 Weeks

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    IE Business School

    The Marketing Plan

    Skills you'll gain: Marketing Planning, Business Planning, Marketing Strategies, Product Marketing, Go To Market Strategy, Marketing Strategy and Techniques, Case Studies, Planning, Target Market, Marketing Budgets, Marketing Analytics, Brand Strategy, Market Analysis, Competitive Analysis, Profit and Loss (P&L) Management

    4.6
    Rating, 4.6 out of 5 stars
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    489 reviews

    Mixed · Course · 1 - 4 Weeks

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    Coursera

    Introduction to Generative AI in Finance

    Skills you'll gain: Generative AI, Fraud detection, AI Personalization, Predictive Analytics, Financial Services, Personalized Service, Financial Trading, Financial Reporting, FinTech, Forecasting, Compliance Management, Artificial Intelligence, Risk Analysis, Emerging Technologies, Automation

    3.6
    Rating, 3.6 out of 5 stars
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    65 reviews

    Beginner · Course · 1 - 4 Weeks

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    Airbus Beyond

    Supply Chain Sustainability

    Skills you'll gain: Corporate Sustainability, Sustainability Reporting, Sustainability Standards, Environmental Management Systems, Environmental Social And Corporate Governance (ESG), Supply Chain, Environmental Regulations, Environment and Resource Management, Environmental Laws, Transportation, Supply Chain, and Logistics, Logistics Management, Environmental Monitoring, Logistics, Environmental Policy, Governance

    Beginner · Course · 1 - 3 Months

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    MedCerts

    Reimbursement

    Skills you'll gain: Claims Processing, Medical Coding, Medical Records, Health Information Management, Medical Privacy, Personally Identifiable Information, Regulatory Compliance

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Budgeting and Scheduling Projects

    Skills you'll gain: Cost Estimation, Project Schedules, Estimation, Quality Management, Milestones (Project Management), Project Planning, Project Management, Scheduling, Timelines, Work Breakdown Structure, Budgeting, Resource Allocation, Resource Management, Matrix Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.3K reviews

    Mixed · Course · 1 - 3 Months

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

  • Agile with Atlassian Jira: Atlassian
  • Machine Learning and Reinforcement Learning in Finance: New York University
  • Matemáticas financieras: Universidad Nacional Autónoma de México
  • Growth Strategies and Career Readiness in Tech Sales: LearnQuest
  • Integrated Marketing Communications: Advertising, Public Relations, Digital Marketing and more: IE Business School
  • Grow to Greatness: Smart Growth for Private Businesses, Part I: University of Virginia
  • Essentials of Corporate Finance Capstone: The University of Melbourne
  • The Marketing Plan: IE Business School
  • Introduction to Generative AI in Finance: Coursera
  • Supply Chain Sustainability: Airbus Beyond

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