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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

    Build & Analyze Financial Models: Twitter Case Study

    Skills you'll gain: Financial Modeling, Business Valuation, Revenue Forecasting, Working Capital, Cash Flows, Financial Statement Analysis, Financial Analysis, Financial Data, Financial Forecasting, Business Modeling, Balance Sheet, Capital Expenditure, Corporate Finance, Cash Flow Forecasting, Income Statement

    Mixed · Course · 1 - 4 Weeks

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    EDUCBA

    Financial Modeling for Maruti Suzuki: Analyze & Evaluate

    Skills you'll gain: Cash Flows, Business Valuation, Financial Statement Analysis, Financial Analysis, Balance Sheet, Financial Modeling, Profit and Loss (P&L) Management, Business Metrics, Case Studies, Return On Investment, Financial Forecasting, Market Analysis, Market Dynamics

    Mixed · Course · 1 - 4 Weeks

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    Alfaisal University | KLD

    الاحتيال في القوائم المالية | Fraud in Financial Statement

    Skills you'll gain: Fraud detection, Financial Statements, Financial Reporting, Financial Auditing, Financial Analysis, Financial Data, Corporate Accounting, Corporate Finance, Ethical Standards And Conduct, Internal Controls

    4.8
    Rating, 4.8 out of 5 stars
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    13 reviews

    Beginner · Course · 1 - 4 Weeks

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    Starweaver

    Data Storytelling for Investors and Financial Advisors

    Skills you'll gain: Data Storytelling, Data Visualization, Storytelling, Financial Data, Data Visualization Software, Financial Acumen, Finance, Verbal Communication Skills, Presentations, Communication, Plotly, Data Flow Diagrams (DFDs), Matplotlib, Analysis, Seaborn, Customer Engagement

    Intermediate · Course · 1 - 4 Weeks

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    Coursera

    Foundational Banking and Financial Services Skills in India

    Skills you'll gain: Banking, Commercial Banking, Compliance Management, Governance Risk Management and Compliance, Investment Banking, Financial Services, Bank Regulations, Retail Banking, Operational Efficiency, Financial Systems, Risk Management, Operational Analysis, FinTech, Front Office, Business Operations

    4.3
    Rating, 4.3 out of 5 stars
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    15 reviews

    Beginner · Course · 1 - 4 Weeks

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    Kennesaw State University

    Organization Planning and Development for the 6 σ Black Belt

    Skills you'll gain: Lean Six Sigma, Six Sigma Methodology, Lean Methodologies, Process Improvement, Organizational Development, Change Management, Continuous Improvement Process, Business Strategy, Quality Management, Benchmarking, Leadership and Management, Performance Measurement, Business Metrics, Return On Investment

    4.5
    Rating, 4.5 out of 5 stars
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    530 reviews

    Mixed · Course · 1 - 3 Months

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    Packt

    Planning and Control Using Microsoft Project 365 and 2021

    Skills you'll gain: Microsoft Project, Project Schedules, Resource Allocation, Resource Management, Project Management Software, Project Performance, Scheduling, Project Coordination, Project Management, Microsoft 365, Timelines, Milestones (Project Management), Project Planning, Work Breakdown Structure, Project Documentation

    Intermediate · Course · 3 - 6 Months

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    University of Cambridge

    Finance for Non-finance Professionals

    Skills you'll gain: Financial Acumen, Variance Analysis, Financial Forecasting, Cash Flows, Financial Analysis, Financial Modeling, Financial Reporting, Cost Estimation, Financial Statements, Return On Investment, Accounting, Project Estimation, Budgeting, Microsoft Excel, Business Modeling

    Beginner · Course · 1 - 3 Months

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    Commonwealth Education Trust

    Foundations of Teaching for Learning: Planning for Teaching and Learning

    Skills you'll gain: Growth Mindedness, Teaching, Lesson Planning, Pedagogy, Trustworthiness, Student Engagement, Instructional Strategies, Learning Theory, Curriculum Planning, Instructional Design, Adult Learning Principles, Goal Setting, Relationship Building, Professional Development, Collaboration, Constructive Feedback

    4.8
    Rating, 4.8 out of 5 stars
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    301 reviews

    Mixed · Course · 1 - 3 Months

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    Coursera

    GenAI for Financial Insights and Analysis with QUILL

    Skills you'll gain: Generative AI, Financial Data, Financial Analysis, Data-Driven Decision-Making, Financial Statements, Market Intelligence, Trend Analysis, Unstructured Data, Investment Management, Financial Market, Artificial Intelligence, Analysis, Natural Language Processing

    Intermediate · Course · 1 - 4 Weeks

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    Packt

    Financial Analysis with ARIMA and Time Series Forecasting

    Skills you'll gain: Time Series Analysis and Forecasting, Financial Forecasting, Statistical Analysis, Machine Learning, Trend Analysis, Financial Data, Financial Modeling, Jupyter, Predictive Modeling, GitHub, Statistical Modeling, NumPy

    Intermediate · Course · 1 - 3 Months

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    Packt

    Financial Analysis - Build a ChatGPT Pairs Trading Bot

    Skills you'll gain: Prompt Engineering, ChatGPT, Financial Trading, Performance Measurement, Technical Analysis, Artificial Intelligence, Performance Analysis, Financial Market, Portfolio Management, Benchmarking

    Intermediate · Course · 1 - 3 Months

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

  • Build & Analyze Financial Models: Twitter Case Study: EDUCBA
  • Financial Modeling for Maruti Suzuki: Analyze & Evaluate: EDUCBA
  • الاحتيال في القوائم المالية | Fraud in Financial Statement: Alfaisal University | KLD
  • Data Storytelling for Investors and Financial Advisors: Starweaver
  • Foundational Banking and Financial Services Skills in India: Coursera
  • Organization Planning and Development for the 6 σ Black Belt: Kennesaw State University
  • Planning and Control Using Microsoft Project 365 and 2021: Packt
  • Finance for Non-finance Professionals: University of Cambridge
  • Foundations of Teaching for Learning: Planning for Teaching and Learning: Commonwealth Education Trust
  • GenAI for Financial Insights and Analysis with QUILL: Coursera

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