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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.


More to explore:

Popular Financial Planning Courses and Certifications


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    LearnQuest

    Lead the AI-Enabled Business Transformation

    Skills you'll gain: AI Enablement, Regulatory Requirements, Responsible AI, Compliance Management, Business Transformation, Risk Analysis, Regulation and Legal Compliance, Business Solutions, Cross-Functional Team Leadership, Key Performance Indicators (KPIs), Digital Transformation, Business Risk Management, Scalability, Risk Management, Culture Transformation, Cross-Functional Collaboration, Data-Driven Decision-Making, Employee Training

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Standardize Team Ceremonies for Success

    Skills you'll gain: Team Performance Management, Strategic Communication, Procedure Development, Constructive Feedback, Business Communication, Expectation Management, Process Improvement, Issue Tracking, Change Management

    Beginner · Course · 1 - 4 Weeks

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    Universitat Autònoma de Barcelona

    SUGAR. Software Unificado para la Gestión Arqueológica

    Skills you'll gain: Databases, Relational Databases, Data Integration, Database Management, Data Entry, SQL Server Integration Services (SSIS), Data Import/Export, Geographic Information Systems, Software Installation, Wealth Management

    Intermediate · Course · 1 - 4 Weeks

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    Universidad Nacional Autónoma de México

    Valuación de empresas

    Skills you'll gain: Business Valuation, Financial Modeling, Financial Analysis, Financial Forecasting, Mergers & Acquisitions, Finance, Cash Flows, Financial Statements, Balance Sheet, Equities, Company, Product, and Service Knowledge

    4.7
    Rating, 4.7 out of 5 stars
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    361 reviews

    Intermediate · Course · 1 - 3 Months

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    Saïd Business School, University of Oxford

    Open Data and Intelligent Finance

    Skills you'll gain: Financial Inclusion, Responsible AI, Data Ethics, Data Governance, FinTech, Financial Data, AI Personalization, Law, Regulation, and Compliance, Mobile Banking, Data Sharing, Financial Regulation, Payment Systems, Financial Services, Open Source Technology, Finance, Governance, Business Ethics, Human Centered Design, Product Design, Application Programming Interface (API)

    4.8
    Rating, 4.8 out of 5 stars
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    23 reviews

    Beginner · Course · 1 - 3 Months

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    Northwestern University

    Social Marketing Capstone Project

    Skills you'll gain: Marketing Budgets, Peer Review, Key Performance Indicators (KPIs), Social Media Marketing, Strategic Marketing, Marketing Strategies, Marketing Effectiveness, Social Media, Social Media Strategy, Marketing Planning, Performance Measurement, Business Planning, Market Analysis, Customer Engagement, Planning

    4.9
    Rating, 4.9 out of 5 stars
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    370 reviews

    Mixed · Course · 1 - 3 Months

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    The University of Edinburgh

    Astrobiology and the Search for Extraterrestrial Life

    Skills you'll gain: Life Sciences, Biology, Environmental Science, Environment, Research, Biochemistry, Microbiology, Scientific Methods, Chemistry

    4.8
    Rating, 4.8 out of 5 stars
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    2.7K reviews

    Mixed · Course · 1 - 3 Months

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    Packt

    APIs, Projects & Deployment

    Skills you'll gain: Restful API, API Design, GitHub, Git (Version Control System), Postman API Platform, Application Programming Interface (API), Application Deployment, Node.JS, API Testing, Web Development, Server Side, Full-Stack Web Development, Back-End Web Development, Web Applications, Front-End Web Development

    Intermediate · Course · 1 - 4 Weeks

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    Universidad Nacional Autónoma de México

    Toma de decisiones financieras

    Skills you'll gain: Business Valuation, Corporate Finance, Financial Management, Capital Budgeting, Business Mathematics, Financial Modeling, Financial Analysis, Fixed Asset, Financial Statements, Return On Investment, Cash Flows, Decision Making

    4.6
    Rating, 4.6 out of 5 stars
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    233 reviews

    Intermediate · Course · 1 - 3 Months

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    ConsenSys Academy

    Blockchain: Foundations and Use Cases

    Skills you'll gain: Blockchain, Cryptography, Interoperability, FinTech, Emerging Technologies, Ledgers (Accounting), Business Modeling, Internet Of Things, Distributed Computing, Open Source Technology, Digital Assets, Transaction Processing, Scalability

    4.7
    Rating, 4.7 out of 5 stars
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    846 reviews

    Beginner · Course · 1 - 3 Months

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    University at Buffalo

    Blockchain Basics

    Skills you'll gain: Blockchain, Cryptography, Transaction Processing, Network Protocols, Encryption, Data Structures, Distributed Computing, FinTech, Data Integrity, Emerging Technologies, Virtual Machines, Data Validation, Algorithms, Verification And Validation

    4.6
    Rating, 4.6 out of 5 stars
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    7.8K reviews

    Beginner · Course · 1 - 4 Weeks

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    Edureka

    Building Autonomous AI Agents

    Skills you'll gain: LangGraph, Retrieval-Augmented Generation, Generative AI Agents, AI Orchestration, CrewAI, Agentic Workflows, AI Workflows, Agentic systems, LangChain, Artificial Intelligence and Machine Learning (AI/ML), LLM Application, Systems Integration, Tool Calling, Responsible AI, Large Language Modeling, Prompt Engineering, Human Factors (Security), Data Ethics, Context Management, Restful API

    Beginner · Course · 1 - 4 Weeks

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

  • Lead the AI-Enabled Business Transformation: LearnQuest
  • Standardize Team Ceremonies for Success: Coursera
  • SUGAR. Software Unificado para la Gestión Arqueológica: Universitat Autònoma de Barcelona
  • Valuación de empresas : Universidad Nacional Autónoma de México
  • Open Data and Intelligent Finance: Saïd Business School, University of Oxford
  • Social Marketing Capstone Project: Northwestern University
  • Astrobiology and the Search for Extraterrestrial Life: The University of Edinburgh
  • APIs, Projects & Deployment: Packt
  • Toma de decisiones financieras: Universidad Nacional Autónoma de México
  • Blockchain: Foundations and Use Cases: ConsenSys Academy

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