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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.


More to explore:

Popular Financial Planning Courses and Certifications


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    U

    UNSW Sydney (The University of New South Wales)

    How to Validate your Startup Idea

    Skills you'll gain: Entrepreneurship, Financial Modeling, Financial Statements, Value Propositions, Income Statement, New Product Development, Business Modeling, Business Development, Market Opportunities, Investment Management, Lean Methodologies, Strategic Partnership, Persona Development, Customer Analysis, Presentations

    4.1
    Rating, 4.1 out of 5 stars
    ·
    150 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tally Education and Distribution Services Private Limited

    Principles of Accounts Payable and Receivable Management

    Skills you'll gain: Accounts Payable and Receivable, Accounting Software, Bookkeeping, Budgeting, Inventory Management System, Order Management, Accounting, Inventory Control, Cost Management, Financial Reporting, Sales Support, Profit and Loss (P&L) Management, Financial Accounting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    69 reviews

    Intermediate · Course · 1 - 3 Months

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    Y

    Yale University

    Addiction Treatment: Clinical Skills for Healthcare Providers

    Skills you'll gain: Health Disparities, Motivational Interviewing, Substance Abuse, Patient-centered Care, Medication Therapy Management, Mental and Behavioral Health, Social Determinants Of Health, Patient Education And Counseling, Psychiatry, Pharmacotherapy, Psychotherapy, Treatment Planning, Health Policy, Care Coordination, Clinical Assessment

    4.9
    Rating, 4.9 out of 5 stars
    ·
    2K reviews

    Beginner · Course · 1 - 3 Months

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    E

    Edureka

    Building Multi-Agent Systems using LangGraph and Autogen

    Skills you'll gain: AI Workflows, AI Orchestration, Agentic Workflows, Model Deployment, AI Security, Decision Making

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
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    C

    Coursera

    Align, Analyze, and Communicate: AI Projects

    Skills you'll gain: Stakeholder Communications, Discussion Facilitation, Strategic Communication, Project Coordination, Stakeholder Engagement, Analysis, Project Scoping, Process Mapping

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Colorado System

    Electric Utilities Fundamentals and Future

    Skills you'll gain: Energy and Utilities, Electric Power Systems, Electrical Safety, Customer experience strategy (CX), Financial Regulation, Customer Engagement, Regulatory Affairs, Sustainable Systems, Emerging Technologies, Technology Strategies, Environmental Issue, Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    732 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    FinTech Security and Regulation (RegTech)

    Skills you'll gain: Financial Regulation, Financial Regulations, Bank Regulations, FinTech, Financial Services, Financial Industry Regulatory Authorities, Mobile Banking, Regulatory Requirements, Fraud detection, Data Security, Cybersecurity, Insurance, Blockchain, Digital Forensics

    4.7
    Rating, 4.7 out of 5 stars
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    313 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    L

    LearnKartS

    AI Marketing Mastery

    Skills you'll gain: Google Gemini, Marketing Automation, ChatGPT, Marketing, Generative AI, Content Marketing, Business Marketing, Content Creation, Digital Content, Prompt Engineering, Branding, Social Media, Google Ads, Search Engine Optimization, Digital Assets, Digital Advertising, Productivity, Facebook, Sales Pipelines, Web Development

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnKartS

    Website Development Mastery

    Skills you'll gain: Web Analytics and SEO, Content Management Systems, Web Design, Web Analytics, Supplier Management, Web Design and Development, E-Commerce, WordPress, Search Engine Optimization, No-Code Development, Blogs, Retail Management, Order Management, Web Content, Web Development, Marketing Strategies, Order Management Systems, Shipping and Receiving, Web Frameworks, Web Development Tools

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Managing Debt

    Skills you'll gain: Mortgage Loans, Loans, Consumer Lending, Credit Risk, Financial Planning, Budget Management, Cost Benefit Analysis, Goal Setting, Consolidation, Financial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    27 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    International Business

    Skills you'll gain: International Finance, Transportation, Supply Chain, and Logistics, Transportation Operations, Cultural Diversity, Management Training And Development, Supply Chain Planning, Commercial Laws, Logistics Management, Supply Chain Management, Shipping and Receiving, B2B Sales, Market Opportunities, Business Marketing, Payment Systems, Risk Management, Generally Accepted Accounting Principles (GAAP), Business Development, Accounting Systems, World History, Business Economics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    512 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Packt

    Intermediate Web Development and Backend Basics

    Skills you'll gain: PHP (Scripting Language), MySQL, WordPress, Web Applications, Application Programming Interface (API), Web Development, Content Management Systems, Restful API, DevOps, Linux, Full-Stack Web Development, Data Store, Command-Line Interface, Back-End Web Development, Server Side, Secure Coding, Scripting, Database Management, SQL, Javascript

    Intermediate · Course · 1 - 3 Months

1…777879…387

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

  • How to Validate your Startup Idea: UNSW Sydney (The University of New South Wales)
  • Principles of Accounts Payable and Receivable Management : Tally Education and Distribution Services Private Limited
  • Addiction Treatment: Clinical Skills for Healthcare Providers: Yale University
  • Building Multi-Agent Systems using LangGraph and Autogen: Edureka
  • Align, Analyze, and Communicate: AI Projects: Coursera
  • Electric Utilities Fundamentals and Future: University of Colorado System
  • FinTech Security and Regulation (RegTech): The Hong Kong University of Science and Technology
  • AI Marketing Mastery: LearnKartS
  • Website Development Mastery: LearnKartS
  • Managing Debt: SoFi

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