• For Individuals
  • For Businesses
  • For Universities
  • For Governments
Coursera
  • Online Degrees
  • Careers
  • Log In
  • Join for Free
    Coursera
    • Browse
    • Financial Planning

    Financial Planning Courses Online

    Master financial planning for achieving personal and business financial goals. Learn to create comprehensive financial plans and manage investments.

    Skip to search results

    Filter by

    Subject
    Required
     *

    Language
    Required
     *

    The language used throughout the course, in both instruction and assessments.

    Learning Product
    Required
     *

    Build job-relevant skills in under 2 hours with hands-on tutorials.
    Learn from top instructors with graded assignments, videos, and discussion forums.
    Learn a new tool or skill in an interactive, hands-on environment.
    Get in-depth knowledge of a subject by completing a series of courses and projects.
    Earn career credentials from industry leaders that demonstrate your expertise.
    Earn career credentials while taking courses that count towards your Master’s degree.
    Earn your Bachelor’s or Master’s degree online for a fraction of the cost of in-person learning.
    Earn a university-issued career credential in a flexible, interactive format.
    Graduate level learning within reach.

    Level
    Required
     *

    Duration
    Required
     *

    Skills
    Required
     *

    Subtitles
    Required
     *

    Educator
    Required
     *

    Explore the Financial Planning Course Catalog

    • Status: Free Trial
      Free Trial
      U

      University of California, Irvine

      Project Management Project

      Skills you'll gain: Project Risk Management, Project Schedules, Work Breakdown Structure, Timelines, Peer Review, Budgeting, Project Planning, Scheduling, Project Management, Project Implementation, Project Scoping, Project Documentation, Matrix Management

      4.8
      Rating, 4.8 out of 5 stars
      ·
      3.2K reviews

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      Unilever

      Unilever Supply Chain Data Analyst

      Skills you'll gain: Data Governance, Descriptive Analytics, Data Storytelling, Supply Chain, Supply Chain Management, Demand Planning, Presentations, Supply Chain Systems, Supply Chain Planning, Process Improvement, Data Management, Data Lakes, Predictive Analytics, Customer Demand Planning, Forecasting, Data Analysis, Data Analysis Software, Real Time Data, Data Visualization Software, Inventory Management System

      4.7
      Rating, 4.7 out of 5 stars
      ·
      438 reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of California, Irvine

      The Art of Negotiation

      Skills you'll gain: Negotiation, Emotional Intelligence, Relationship Building, Conflict Management, Communication, Interpersonal Communications, Leadership, Empowerment, Influencing, Assertiveness, Empathy, Trustworthiness, Active Listening, Adaptability

      4.5
      Rating, 4.5 out of 5 stars
      ·
      3K reviews

      Mixed · Course · 1 - 4 Weeks

    • T

      The University of Tokyo

      Welcome to Game Theory

      Skills you'll gain: Game Theory, Strategic Thinking, Socioeconomics, Social Sciences, Behavioral Economics, Economics, Strategic Decision-Making, Decision Making, Business Strategy, Probability

      4.7
      Rating, 4.7 out of 5 stars
      ·
      2K reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      Universidad Nacional Autónoma de México

      Fundamentos Estratégicos Empresariales

      Skills you'll gain: Business Planning, Strategic Marketing, ISO 9000 Series, Marketing, Quality Management, Organizational Strategy, Business Strategies, Governance, Financial Analysis, Marketing Planning, Corporate Strategy, Financial Statements, Quality Management Systems, Operations Management, Organizational Structure, Working Capital, Market Analysis, Market Research, Financial Controls, Product Quality (QA/QC)

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.6K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      Universidad de Palermo

      Liderazgo, Motivación y Gestión de Recursos Humanos

      Skills you'll gain: Human Capital, Talent Management, Human Resource Strategy, Recruitment, Human Resources Management and Planning, Social Skills, Recruitment Strategies, Team Motivation, Employee Retention, Human Resources, Workforce Development, Team Building, Verbal Communication Skills, Leadership Development, Leadership, Emotional Intelligence, Team Management, Recognizing Others, Collaboration, Professional Development

      4.8
      Rating, 4.8 out of 5 stars
      ·
      2K reviews

      Beginner · Specialization · 3 - 6 Months

    • T

      The George Washington University

      Essentials in Clinical Simulations Across the Health Professions

      Skills you'll gain: Clinical Experience, Patient Education And Counseling, Virtual Environment, Medical Equipment and Technology, Health Technology, Business Planning, Continuous Quality Improvement (CQI), Technical Communication, System Implementation, Education Software and Technology

      4.8
      Rating, 4.8 out of 5 stars
      ·
      1.2K reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Business Analytics

      Skills you'll gain: Data Storytelling, Marketing Analytics, Data Presentation, Data Visualization, Extract, Transform, Load, Business Analytics, Data Collection, Data Quality, Exploratory Data Analysis, Data Visualization Software, Regression Analysis, Network Analysis, Internal Controls, Business Intelligence, Analytics, Data Processing, Data-Driven Decision-Making, R Programming, Robotic Process Automation, Market Analysis

      Build toward a degree

      4.6
      Rating, 4.6 out of 5 stars
      ·
      1.1K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Minnesota

      Managing Employee Performance

      Skills you'll gain: Performance Management, Performance Appraisal, Employee Performance Management, Constructive Feedback, People Management, Organizational Effectiveness, Employee Engagement, Goal Setting, Communication, Culture

      4.7
      Rating, 4.7 out of 5 stars
      ·
      2.7K reviews

      Mixed · Course · 1 - 4 Weeks

    • T

      The University of Sydney

      Design-Led Strategy: Design thinking for business strategy and entrepreneurship

      Skills you'll gain: Design Thinking, Innovation, Business Modeling, Product Design, Service Design, Product Development, Business Strategy, Strategic Communication, Market Research, Corporate Strategy, User Feedback, Product Testing, Customer Insights

      4.6
      Rating, 4.6 out of 5 stars
      ·
      1.3K reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      K

      Kennesaw State University

      Six Sigma Black Belt

      Skills you'll gain: Statistical Process Controls, Lean Six Sigma, Six Sigma Methodology, Lean Methodologies, Process Improvement, Team Management, Process Capability, Lean Manufacturing, Data Collection, Knowledge Transfer, Team Building, Statistical Hypothesis Testing, Meeting Facilitation, Quality Improvement, Continuous Improvement Process, Performance Measurement, Conflict Management, Sampling (Statistics), Team Leadership, Organizational Development

      4.6
      Rating, 4.6 out of 5 stars
      ·
      718 reviews

      Intermediate · Specialization · 3 - 6 Months

    • E

      Erasmus University Rotterdam

      International Security Management

      Skills you'll gain: Security Management, Intelligence Collection and Analysis, International Relations, Public Safety and National Security, Safety and Security, Risk Management, Cybersecurity, Governance, Cultural Diversity, Economics, Policy, and Social Studies

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.2K reviews

      Beginner · Course · 1 - 3 Months

    Financial Planning learners also search

    Financial Planning And Analysis
    Financial Management
    Financial Analysis
    Financial Engineering
    Financial Modeling
    Financial Accounting
    Financial Trading
    Finance
    1…343536…299

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

    • Project Management Project: University of California, Irvine
    • Unilever Supply Chain Data Analyst: Unilever
    • The Art of Negotiation: University of California, Irvine
    • Welcome to Game Theory: The University of Tokyo
    • Fundamentos Estratégicos Empresariales: Universidad Nacional Autónoma de México
    • Liderazgo, Motivación y Gestión de Recursos Humanos: Universidad de Palermo
    • Essentials in Clinical Simulations Across the Health Professions: The George Washington University
    • Business Analytics: University of Illinois Urbana-Champaign
    • Managing Employee Performance: University of Minnesota
    • Design-Led Strategy: Design thinking for business strategy and entrepreneurship: The University of Sydney

    Frequently Asked Questions about Financial Planning

    Financial planning courses cover a variety of topics essential for managing personal and professional finances effectively. These include the basics of financial principles, budgeting, and retirement planning. Learners will explore topics such as investment strategies, tax planning, and risk management. Advanced courses might cover areas like estate planning, financial analysis, and advanced investment vehicles. Practical exercises and case studies help learners apply these concepts to real-world financial scenarios, enhancing their ability to create comprehensive financial plans.‎

    Choosing the right financial planning course depends on your current skill level and career aspirations. Beginners should look for courses that cover the basics of financial principles, budgeting, and introductory investment strategies. Those with some experience might benefit from intermediate courses focusing on tax planning, retirement strategies, and risk management. Advanced learners or professionals seeking specialized knowledge might consider courses on estate planning, financial analysis, or preparing for certifications like Certified Financial Planner (CFP). Reviewing course content, instructor expertise, and learner feedback can help ensure the course aligns with your goals.‎

    A certificate in financial planning can open up various career opportunities in finance, investment, and advisory roles. Common roles include financial planner, investment advisor, tax consultant, and estate planner. These positions involve creating and managing financial plans, advising clients on investment strategies, planning for taxes, and managing financial risks. With the growing need for financial literacy and personalized financial advice, earning a certificate in financial planning can significantly enhance your career prospects and opportunities for advancement in fields such as financial advisory firms, banks, wealth management companies, and independent financial consulting.‎

    This FAQ content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.

    Other topics to explore

    Arts and Humanities
    338 courses
    Business
    1095 courses
    Computer Science
    668 courses
    Data Science
    425 courses
    Information Technology
    145 courses
    Health
    471 courses
    Math and Logic
    70 courses
    Personal Development
    137 courses
    Physical Science and Engineering
    413 courses
    Social Sciences
    401 courses
    Language Learning
    150 courses

    Coursera Footer

    Technical Skills

    • ChatGPT
    • Coding
    • Computer Science
    • Cybersecurity
    • DevOps
    • Ethical Hacking
    • Generative AI
    • Java Programming
    • Python
    • Web Development

    Analytical Skills

    • Artificial Intelligence
    • Big Data
    • Business Analysis
    • Data Analytics
    • Data Science
    • Financial Modeling
    • Machine Learning
    • Microsoft Excel
    • Microsoft Power BI
    • SQL

    Business Skills

    • Accounting
    • Digital Marketing
    • E-commerce
    • Finance
    • Google
    • Graphic Design
    • IBM
    • Marketing
    • Project Management
    • Social Media Marketing

    Career Resources

    • Essential IT Certifications
    • High-Income Skills to Learn
    • How to Get a PMP Certification
    • How to Learn Artificial Intelligence
    • Popular Cybersecurity Certifications
    • Popular Data Analytics Certifications
    • What Does a Data Analyst Do?
    • Career Development Resources
    • Career Aptitude Test
    • Share your Coursera Learning Story

    Coursera

    • About
    • What We Offer
    • Leadership
    • Careers
    • Catalog
    • Coursera Plus
    • Professional Certificates
    • MasterTrack® Certificates
    • Degrees
    • For Enterprise
    • For Government
    • For Campus
    • Become a Partner
    • Social Impact
    • Free Courses
    • ECTS Credit Recommendations

    Community

    • Learners
    • Partners
    • Beta Testers
    • Blog
    • The Coursera Podcast
    • Tech Blog
    • Teaching Center

    More

    • Press
    • Investors
    • Terms
    • Privacy
    • Help
    • Accessibility
    • Contact
    • Articles
    • Directory
    • Affiliates
    • Modern Slavery Statement
    • Do Not Sell/Share
    Learn Anywhere
    Download on the App Store
    Get it on Google Play
    Logo of Certified B Corporation
    © 2025 Coursera Inc. All rights reserved.
    • Coursera Facebook
    • Coursera Linkedin
    • Coursera Twitter
    • Coursera YouTube
    • Coursera Instagram
    • Coursera TikTok