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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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    S.P. Jain Institute of Management and Research

    Finance for Decision-Making

    Skills you'll gain: Financial Statements, Financial Acumen, Decision Making, Cost Benefit Analysis, Personal Development, Critical Thinking, Stress Management, Mindfulness

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    SoFi

    Risk Management in Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Financial Planning, Asset Protection, Risk Management, Needs Assessment

    4.7
    Rating, 4.7 out of 5 stars
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    61 reviews

    Beginner · Course · 1 - 4 Weeks

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    SoFi

    Introduction to Personal Finance

    Skills you'll gain: Goal Setting, Budgeting, Tax, Financial Planning, Cash Flow Forecasting, Financial Analysis, Credit Risk, Expense Management, Asset Management, Decision Making, Self-Awareness

    4.6
    Rating, 4.6 out of 5 stars
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    234 reviews

    Beginner · Course · 1 - 4 Weeks

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    University of Illinois Urbana-Champaign

    Forecasting Financial Statements & Valuation for Accountants

    Skills you'll gain: Financial Forecasting, Financial Statement Analysis, Financial Accounting, Business Valuation, Financial Reporting, Financial Analysis, Financial Modeling, Finance, Generally Accepted Accounting Principles (GAAP), Cash Flows, Trend Analysis

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
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    40 reviews

    Intermediate · Course · 1 - 3 Months

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    Duke University

    Financial Risk Management with R

    Skills you'll gain: Portfolio Risk, Financial Market, Risk Management, Risk Analysis, Financial Trading, Probability Distribution, R (Software), Financial Data, R Programming, Portfolio Management, Statistical Programming, Securities (Finance), Time Series Analysis and Forecasting, Estimation, Statistical Modeling, Simulation and Simulation Software

    Build toward a degree

    4.3
    Rating, 4.3 out of 5 stars
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    254 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Coursera

    Business Foundations: Organizations, Planning, Finance

    Skills you'll gain: Team Performance Management, Business Planning, Resource Management, Business Acumen, Organizational Effectiveness, Strategic Thinking, Business Strategy, Financial Management, Strategic Decision-Making, Organizational Change, Team Leadership, Financial Analysis, Financial Statements, Budgeting

    4.6
    Rating, 4.6 out of 5 stars
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    11 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of Geneva

    Planning your Client's Wealth over a 5-year Horizon

    Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Financial Planning, Investment Management, Investments, Performance Measurement, Financial Forecasting, Finance, Behavioral Economics, Risk Management, Market Trend, Risk Analysis, Decision Making, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
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    417 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Coursera

    Financial Reporting: Ledgers, Taxes, Auditing Best Practices

    Skills you'll gain: Ledgers (Accounting), Tax Planning, Tax Management, Auditing, Tax Compliance, Income Tax, Financial Auditing, Financial Reporting, General Ledger, Accounting Systems, Accounting Records, Financial Regulation, Compliance Management, Internal Auditing, Financial Controls, Reconciliation, External Auditing

    4.6
    Rating, 4.6 out of 5 stars
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    75 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    Y

    Yonsei University

    Applying Investment Decision Rules for Startups

    Skills you'll gain: Capital Budgeting, Financial Analysis, Cost Benefit Analysis, Return On Investment, Investment Management, Financial Modeling, Cash Flows, Project Finance, Project Estimation, Decision Making, Depreciation, Microsoft Excel

    4.6
    Rating, 4.6 out of 5 stars
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    87 reviews

    Beginner · Course · 1 - 4 Weeks

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    Alfaisal University | KLD

    إتقان الإدارة المالية | Mastering Financial Management

    Skills you'll gain: Working Capital, Financial Analysis, Financial Management, Budget Management, Investment Management, Risk Management, Return On Investment, Risk Analysis, Financial Modeling, Cash Management, Business Metrics

    4.7
    Rating, 4.7 out of 5 stars
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    40 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
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    Automatic Data Processing, Inc. (ADP)

    Benefits: Financial Protection, Growth & Assistance

    Skills you'll gain: Benefits Administration, Compensation and Benefits, Financial Services, Financial Planning, Insurance, Communication, Payroll Administration, Administration, Tax Management, Equities, Training Programs, Employee Retention, Employee Engagement

    4.9
    Rating, 4.9 out of 5 stars
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    13 reviews

    Beginner · Course · 1 - 3 Months

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    Coursera

    GenAI for Financial Controllers: Boosting Budget Accuracy

    Skills you'll gain: Financial Forecasting, Dashboard, Budgeting, Financial Management, Predictive Modeling, Advanced Analytics, Power BI, AI Enablement, Generative AI, Tableau Software, Financial Modeling, Microsoft Excel, Financial Analysis, Data Visualization Software, Automation, Data Visualization

    Intermediate · Course · 1 - 4 Weeks

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

  • Finance for Decision-Making: S.P. Jain Institute of Management and Research
  • Risk Management in Personal Finance: SoFi
  • Introduction to Personal Finance: SoFi
  • Forecasting Financial Statements & Valuation for Accountants: University of Illinois Urbana-Champaign
  • Financial Risk Management with R: Duke University
  • Business Foundations: Organizations, Planning, Finance: Coursera
  • Planning your Client's Wealth over a 5-year Horizon: University of Geneva
  • Financial Reporting: Ledgers, Taxes, Auditing Best Practices: Coursera
  • Applying Investment Decision Rules for Startups: Yonsei University
  • إتقان الإدارة المالية | Mastering Financial Management: Alfaisal University | KLD

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