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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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    EDUCBA

    Advanced Financial Accounting & Specialized Transactions

    Skills you'll gain: Partnership Accounting, Liquidation, Financial Reporting, Securities (Finance), Technical Accounting, Legal Risk, Risk Analysis, Portfolio Risk, Accounting, Generally Accepted Accounting Principles (GAAP), Compliance Reporting, Investments, Capital Expenditure, Reconciliation, Balance Sheet, Case Studies, Financial Accounting, Finance, Financial Statements, Corporate Finance

    Beginner · Specialization · 3 - 6 Months

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    Coursera

    Financial Forecasts: Learn from Errors

    Skills you'll gain: Financial Forecasting, Forecasting, Procedure Development, Model Evaluation, Financial Modeling, Continuous Improvement Process, Quality Improvement, Project Documentation, Process Improvement and Optimization, Root Cause Analysis, Knowledge Transfer, Analysis, Data Validation, Data Integrity

    Intermediate · Course · 1 - 4 Weeks

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    University of Illinois Urbana-Champaign

    Understanding Financial Statements: Company Position

    Skills you'll gain: Balance Sheet, Financial Statements, Financial Statement Analysis, Financial Reporting, Financial Accounting, Accounting, Equities, Asset Management, Accounts Receivable, Accounts Payable

    4.8
    Rating, 4.8 out of 5 stars
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    1.4K reviews

    Beginner · Course · 1 - 4 Weeks

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    University of Colorado Boulder

    Strategic Planning for Social Media

    Skills you'll gain: Social Media Strategy, Social Media Content, Social Media Marketing, Strategic Communication, Paid media, Content Strategy, Digital Media Strategy, Earned Media, Owned Media, Brand Strategy, Content Performance Analysis, Content Creation, Shared Media, Customer Relationship Building, Customer Engagement, Target Audience, Brand Management, Aesthetics

    Intermediate · Course · 1 - 4 Weeks

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    Coursera

    Financial Statements for Liquidity Insights

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Case Studies, Financial Analysis, Cash Flows, Working Capital, Balance Sheet, Data Storytelling, Benchmarking, Financial Data, Income Statement, Communication, Performance Analysis

    Intermediate · Course · 1 - 4 Weeks

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    INSEAD

    Blockchain Revolution in Financial Services

    Skills you'll gain: Blockchain, Digital Assets, FinTech, Business Strategy, Strategic Decision-Making, Governance, Financial Services, Financial Regulation, Ledgers (Accounting), Work Breakdown Structure, Project Implementation, Business Modeling, Banking Services, Financial Systems, Project Design, Solution Design, Cryptography, Design, Emerging Technologies, Payment Systems

    4.7
    Rating, 4.7 out of 5 stars
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    1K reviews

    Beginner · Specialization · 3 - 6 Months

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    Coursera

    DMAIC: Optimize Financial Processes Fast

    Skills you'll gain: Process Improvement, Lean Six Sigma, Six Sigma Methodology, Root Cause Analysis, Process Analysis, Process Mapping, Business Process Improvement, Quality Improvement, Process Optimization, Financial Controls, Data-Driven Decision-Making, Continuous Improvement Process, Business Workflow Analysis, Process Flow Diagrams, Finance

    Intermediate · Course · 1 - 4 Weeks

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    Northwestern University

    Modern Robotics: Mechanics, Planning, and Control

    Skills you'll gain: Robotics, Machine Controls, Control Systems, Automation Engineering, Mathematical Modeling, Mathematical Software, Simulation and Simulation Software, Engineering Calculations, Engineering, Mechanics, Mechanical Engineering, Artificial Intelligence, Vibrations, Applied Mathematics, Engineering Analysis, Automation, Virtual Environment, Torque (Physics), Graph Theory, Matlab

    4.7
    Rating, 4.7 out of 5 stars
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    1.2K reviews

    Intermediate · Specialization · 3 - 6 Months

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    SkillUp

    Project Management Foundations, Initiation, and Planning

    Skills you'll gain: Earned Value Management, Team Motivation, Stakeholder Engagement, Project Management Institute (PMI) Methodology, Project Planning, Stakeholder Management, Team Leadership, Project Management, Project Management Life Cycle, Project Scoping, Project Documentation, Project Schedules, Agile Project Management, Quality Management, Work Breakdown Structure, Risk Management, Cost Management, Scope Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
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    566 reviews

    Beginner · Course · 1 - 3 Months

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    Coursera

    Visualize & Evaluate Financial Performance Reports

    Skills you'll gain: Performance Reporting, Business Reporting, Data Presentation, Financial Reporting, Data Visualization, Data Storytelling, Data Visualization Software, Performance Analysis, Case Studies, User Feedback, Usability Testing, Communication

    Intermediate · Course · 1 - 4 Weeks

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    Coursera

    Assess Financial Deals & Manage Risk

    Skills you'll gain: Financial Modeling, Risk Management, Corporate Finance, Risk Analysis, Capital Budgeting, Financial Analysis, Financial Forecasting, Investment Management, Return On Investment, Cash Flows, Communication, Presentations

    Intermediate · Course · 1 - 4 Weeks

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    Interactive Brokers

    ESG-focused Financial Products

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Services, Investments, Portfolio Management, Financial Market, Capital Markets, Sustainable Business, Financial Analysis, Environmental Issue, Sustainability Reporting, Corporate Sustainability, Applied Machine Learning, Compliance Training, Market Dynamics

    4.9
    Rating, 4.9 out of 5 stars
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    15 reviews

    Beginner · Course · 1 - 3 Months

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

  • Advanced Financial Accounting & Specialized Transactions: EDUCBA
  • Financial Forecasts: Learn from Errors: Coursera
  • Understanding Financial Statements: Company Position: University of Illinois Urbana-Champaign
  • Strategic Planning for Social Media: University of Colorado Boulder
  • Financial Statements for Liquidity Insights: Coursera
  • Blockchain Revolution in Financial Services: INSEAD
  • DMAIC: Optimize Financial Processes Fast: Coursera
  • Modern Robotics: Mechanics, Planning, and Control: Northwestern University
  • Project Management Foundations, Initiation, and Planning: SkillUp
  • Visualize & Evaluate Financial Performance Reports: Coursera

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