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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


  • Status: Free Trial
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    Copenhagen Business School

    Digital Transformation of Financial Services - Capstone Project

    Skills you'll gain: Case Studies, Financial Services, Digital Transformation, Banking Services, Banking, FinTech, Competitive Analysis, Analysis, Business Analysis, Innovation, Business Strategies, Business Transformation, Concision, Communication

    4.5
    Rating, 4.5 out of 5 stars
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    178 reviews

    Intermediate · Course · 1 - 3 Months

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    Coursera

    YouTube Planning: Manage Content Like a Pro

    Skills you'll gain: Content Performance Analysis, Content Strategy, Target Audience, Production Planning, Scheduling, Project Planning, Content Management, Content Creation, Organizational Skills, Workflow Management, AI Product Strategy, Marketing Channel

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Financial Modeling of IBM: Analyze & Value

    Skills you'll gain: Financial Modeling, Financial Statement Analysis, Financial Analysis, Depreciation, Financial Forecasting, Business Valuation, Operating Expense, Balance Sheet, Income Statement, Accounts Payable, Equities, Capital Expenditure, Cash Flows, Working Capital

    Mixed · Course · 1 - 4 Weeks

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    EDUCBA

    PMI-ACP Exam Prep: Agile Foundations & Planning

    Skills you'll gain: Stakeholder Management, Agile Project Management, Stakeholder Engagement, Sprint Planning, Agile Methodology, Project Planning, Requirements Management, Release Management, Backlogs, Sprint Retrospectives, Project Scoping, Kanban Principles, User Story, Prioritization, Estimation

    Mixed · Course · 1 - 4 Weeks

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    Coursera

    Instagram Planning: Manage Content Like a Pro

    Skills you'll gain: Instagram, Content Creation, Social Media Management, Social Media Content, Content Development and Management, Marketing Planning, Content Strategy, Shared Media, Owned Media, Scheduling, Workflow Management

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    TikTok Planning: Manage Content Like a Pro

    Skills you'll gain: TikTok, Content Strategy, Content Marketing, Calendar Management, Workflow Management, Content Creation, Content Management, Social Media Management, Marketing Planning, Operational Efficiency, Scheduling

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Facebook Planning: Manage Content Like a Pro

    Skills you'll gain: Facebook, Content Strategy, Social Media Content, Content Creation, Social Media Management, Drive Engagement, Content Management, Calendar Management, Social Media, Google Workspace, Content Performance Analysis, Workflow Management, Scheduling, Live Streaming

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    INSEAD

    Blockchain in Financial Services: Strategic Action Plan

    Skills you'll gain: Blockchain, Business Strategy, Strategic Decision-Making, Work Breakdown Structure, Project Implementation, Project Design, Solution Design, Financial Services, Business Modeling, Competitive Analysis, Market Analysis, Case Studies, Value Propositions, Market Research

    4.4
    Rating, 4.4 out of 5 stars
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    69 reviews

    Intermediate · Course · 1 - 3 Months

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    Coursera

    Financial Analytics in RStudio: Identify Profit Drivers

    Skills you'll gain: Operational Analysis, Performance Analysis, Performance Improvement, Data Import/Export, Variance Analysis, Exploratory Data Analysis, Data Analysis, Financial Analysis, Operations Management, Operating Expense, Plot (Graphics), Waterfall Methodology

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: New
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    EDUCBA

    Apply US GAAP: Prepare & Evaluate Financial Statements

    Skills you'll gain: Financial Reporting, Generally Accepted Accounting Principles (GAAP), Financial Statements, Financial Statement Analysis, Balance Sheet, Income Statement, Cash Flows, Revenue Recognition, Inventory Accounting, Fixed Asset, Depreciation, Accounts Receivable

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Coursera

    GenAI for Financial Analysts: Essential Predictive Analytics

    Skills you'll gain: Generative AI, Financial Forecasting, Predictive Modeling, Financial Data, Market Data, Predictive Analytics, Financial Analysis, Portfolio Management, Advanced Analytics, Risk Management, Investment Management, Risk Analysis, Spreadsheet Software, Financial Reporting, Interactive Data Visualization, Analysis, Power BI, Automation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
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    Yonsei University

    Valuation and Financial Analysis For Startups Capstone

    Skills you'll gain: Capital Budgeting, Financial Statement Analysis, Business Valuation, Strategic Decision-Making, Financial Analysis, Entrepreneurial Finance, Financial Management, Financial Modeling, Market Analysis, Competitive Analysis, Cash Flow Forecasting, Business Research, Business Analysis

    4.2
    Rating, 4.2 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 3 Months

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

  • Digital Transformation of Financial Services - Capstone Project: Copenhagen Business School
  • YouTube Planning: Manage Content Like a Pro: Coursera
  • Financial Modeling of IBM: Analyze & Value: EDUCBA
  • PMI-ACP Exam Prep: Agile Foundations & Planning: EDUCBA
  • Instagram Planning: Manage Content Like a Pro: Coursera
  • TikTok Planning: Manage Content Like a Pro: Coursera
  • Facebook Planning: Manage Content Like a Pro: Coursera
  • Blockchain in Financial Services: Strategic Action Plan: INSEAD
  • Financial Analytics in RStudio: Identify Profit Drivers: Coursera
  • Apply US GAAP: Prepare & Evaluate Financial Statements: EDUCBA

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