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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.


Popular Financial Planning Courses and Certifications


  • Status: Free Trial
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    Rice University

    Engineering Project Management: Initiating and Planning

    Skills you'll gain: Communication Planning, Stakeholder Management, Organizational Structure, Project Documentation, Project Management, Project Management Life Cycle, Stakeholder Analysis, Project Scoping, Planning, Project Planning, Requirements Management, Financial Analysis, Business Analysis, Case Studies, Peer Review

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.5K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    INSEAD

    Blockchain Revolution in Financial Services

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

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Digital Competition in Financial Services

    Skills you'll gain: Technology Strategies, FinTech, Digital Transformation, Business Technologies, Financial Services, Financial Regulation, Business Strategies, Market Dynamics, Competitive Analysis, Business Modeling, Innovation, Governance

    4.6
    Rating, 4.6 out of 5 stars
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    1K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
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    C

    Coursera

    YouTube Planning: Script Engaging Videos

    Skills you'll gain: Storyboarding, Video Production, Storytelling, Scripting, Content Creation, Writing and Editing, AI Personalization

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Understanding Financial Statements: Company Performance

    Skills you'll gain: Income Statement, Financial Statement Analysis, Financial Statements, Financial Analysis, Accounting, Cash Flows, Financial Reporting, Balance Sheet, Business Metrics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    789 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Packt

    Strategic Impact: A Leader's Planning Framework

    Skills you'll gain: Strategic Communication, Performance Measurement, Key Performance Indicators (KPIs), Communication Planning, Strategic Leadership, Employee Engagement, Business Planning, Strategic Planning, Dashboard, Meeting Facilitation, Goal Setting, Planning, Organizational Strategy, Discussion Facilitation, Stakeholder Engagement, Presentations, Business Strategy, Leadership Development, Team Building, Teamwork

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    U

    University of Cambridge

    Financial Accounting and Capital Markets

    Skills you'll gain: Accrual Accounting, Accruals, Financial Accounting, Financial Modeling, Accounting, Equities, Financial Market, Capital Markets, Financial Analysis, Sustainable Business, Depreciation, Financial Statements, Cash Flows, Loans, Profit and Loss (P&L) Management, Microsoft Excel, Strategic Decision-Making

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    INSEAD

    Blockchain Transformations of Financial Services

    Skills you'll gain: Blockchain, FinTech, Payment Systems, Governance, Financial Services, Financial Regulation, Ledgers (Accounting), Financial Systems, Accounting Systems, Payment Processing, Innovation, Accounting, Emerging Technologies, Digital Assets, Regulatory Compliance

    4.7
    Rating, 4.7 out of 5 stars
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    188 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    AI Fundamentals in Financial Services

    Skills you'll gain: Financial Services, Artificial Intelligence, FinTech, Financial Regulation, Banking, Fraud detection, Machine Learning, Data Ethics, Natural Language Processing, AI Personalization, Deep Learning, Credit Risk, Data-Driven Decision-Making, Case Studies, Reinforcement Learning, Big Data, Algorithms, Data Management, Customer Service

    4.7
    Rating, 4.7 out of 5 stars
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    48 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Financial Data Analysis

    Skills you'll gain: Generative AI, Responsible AI, Financial Data, Complex Problem Solving, Microsoft Copilot, ChatGPT, Data-Driven Decision-Making, Data Analysis, Financial Analysis, Business Ethics, Data Visualization Software

    4.5
    Rating, 4.5 out of 5 stars
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    12 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Financial Statements in Power BI

    Skills you'll gain: Data Analysis Expressions (DAX), Snowflake Schema, Power BI, Financial Statements, Business Intelligence, Financial Reporting, Cash Flows, Microsoft Excel, Financial Data, Data Modeling, Balance Sheet, Income Statement, SQL

    4.7
    Rating, 4.7 out of 5 stars
    ·
    37 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Automated Financial Reporting

    Skills you'll gain: Prompt Engineering, Large Language Modeling, LLM Application, Google Gemini, Generative AI, AI Enablement, Financial Reporting, Anomaly Detection, OpenAI, ChatGPT, Auditing, Business Process Automation, Financial Analysis, Data Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    23 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Engineering Project Management: Initiating and Planning: Rice University
  • Blockchain Revolution in Financial Services: INSEAD
  • Digital Competition in Financial Services: Copenhagen Business School
  • YouTube Planning: Script Engaging Videos: Coursera
  • Understanding Financial Statements: Company Performance: University of Illinois Urbana-Champaign
  • Strategic Impact: A Leader's Planning Framework: Packt
  • Financial Accounting and Capital Markets: University of Cambridge
  • Blockchain Transformations of Financial Services: INSEAD
  • AI Fundamentals in Financial Services: Saïd Business School, University of Oxford
  • GenAI for Financial Data Analysis: Coursera

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