• For Individuals
  • For Businesses
  • For Universities
  • For Governments
Degrees
​
Log In
Join for Free
  • Browse
  • 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: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Talent Acquisition and Recruitment Strategies

    Skills you'll gain: Talent Recruitment, Talent Acquisition, Workforce Planning, Employee Onboarding, Full Cycle Recruitment, Recruitment Strategies, Recruitment, Human Resources Management and Planning, Human Resource Strategy, Talent Management, Human Resources, Workforce Management, Talent Sourcing, New Hire Orientations, Employee Engagement, Forecasting, Interviewing Skills, Test Tools

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    NCFM Banking Credit and Investment Skills

    Skills you'll gain: Banking Services, Lending and Underwriting, Commercial Banking, General Lending, Bank Regulations, Deposit Accounts, Banking, Loans, Consumer Lending, Retail Banking, Investments, Loan Origination, Payment Systems, Financial Inclusion, Financial Market, Customer Relationship Management, Investment Management, Wealth Management, Credit Risk, Tax Management

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Cryptocurrency Trading & Technical Analysis

    Skills you'll gain: Technical Analysis, Financial Trading, Blockchain, Market Data, Digital Assets, Key Management, Market Trend, Business Modeling, Asset Management, Financial Market, Risk Management, Financial Analysis, Trend Analysis, Strategic Thinking, FinTech, Fraud detection, Market Analysis, Investments, Due Diligence, Finance

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Display Advertising Strategy & Campaign Optimization

    Skills you'll gain: Advertising Campaigns, Campaign Management, Contextual Advertising, Data-Driven Marketing, Google Ads, Online Advertising, Digital Advertising, Campaign Planning, Media Planning, Advertising, Target Audience, Marketing Strategies, Brand Awareness

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Madecraft

    20 Questions To Help You Start a Business

    Skills you'll gain: Competitive Analysis, Entrepreneurship, Intellectual Property, Customer Acquisition Management, Business Planning, Customer Analysis, Value Propositions, Goal Setting, Target Audience, Business Strategy, Brand Strategy, Market Analysis, Marketing Planning, Go To Market Strategy, Marketing Strategies, Business, Entrepreneurial Finance, Professional Networking, Legal Risk, Fundraising

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM UI/UX Designer

    Skills you'll gain: User Story, Information Architecture, UI/UX Research, User Research, Persona (User Experience), User Interface and User Experience (UI/UX) Design, Design Thinking, Agile Software Development, UI/UX Strategy, Scrum (Software Development), User Centered Design, Design Research, Responsive Web Design, User Interface (UI), Figma (Design Software), Wireframing, User Experience, Adobe XD, Responsible AI, Prototyping

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.9K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    P

    Packt

    Digital Productivity Toolkit for Beginners

    Skills you'll gain: QuickBooks (Accounting Software), Canva (Software), Business Intelligence, Calendar Management, Productivity Software, Business Intelligence Software, Customer Relationship Management (CRM) Software, Presentations, Sales Pipelines, Google Workspace, Accounting Software, Business Analytics, Customer Relationship Management, Accounting and Finance Software, Collaborative Software, Workflow Management, Project Management, Process Design, Teamwork, Financial Management

    Beginner · Course · 3 - 6 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Narrative Economics

    Skills you'll gain: Behavioral Economics, Storytelling, Economics, Economics, Policy, and Social Studies, Economic Development, Financial Forecasting, Forecasting, Socioeconomics, Social Studies, Consumer Behaviour, General Finance, Analysis, AI literacy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    907 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Packt

    Bubble No-Code MasterClass: Trading Bot Building Project

    Skills you'll gain: No-Code Development, Responsive Web Design, Technical Analysis, User Accounts, Frontend Integration, Workflow Management, Market Data, Data Visualization, UI Components, Financial Trading, Regression Analysis, Application Development, Business Process Automation, Trend Analysis, Product Automation, Interactive Design, Web Design, Predictive Modeling, Automation, UI/UX Strategy

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    The Materiality of ESG Factors

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Risk Management Framework, Risk Analysis, Risk Management, Portfolio Risk, Case Studies, Stakeholder Engagement, Business Risk Management, Stakeholder Management, Governance Risk Management and Compliance, Workplace inclusivity, Corporate Sustainability, Diversity Equity and Inclusion Initiatives, Governance, Climate Change Programs, Investment Management, Sustainable Business, Waste Minimization, Investments, Finance

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.4K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Iniciación y Planificación de Proyectos

    Skills you'll gain: Project Scoping, Stakeholder Management, Stakeholder Engagement, Work Breakdown Structure, Stakeholder Analysis, Scope Management, Stakeholder Communications, Project Planning, Planning, Project Management, Project Management Life Cycle, Influencing, Conflict Management, Leadership, Organizational Structure

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.6K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Bond Mathematics & Investment Analysis

    Skills you'll gain: Investment Management, Financial Modeling, Investments, Securities (Finance), Financial Analysis, Mathematical Modeling, Financial Market, Mathematical Theory & Analysis, Finance, Cash Flows, Return On Investment, Calculus, Portfolio Management, Derivatives, Applied Mathematics, Integral Calculus, Business

    Mixed · Course · 1 - 4 Weeks

1…919293…572

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

  • Talent Acquisition and Recruitment Strategies: EDUCBA
  • NCFM Banking Credit and Investment Skills: EDUCBA
  • Cryptocurrency Trading & Technical Analysis: EDUCBA
  • Display Advertising Strategy & Campaign Optimization: EDUCBA
  • 20 Questions To Help You Start a Business: Madecraft
  • IBM UI/UX Designer: IBM
  • Digital Productivity Toolkit for Beginners: Packt
  • Narrative Economics: Yale University
  • Bubble No-Code MasterClass: Trading Bot Building Project: Packt
  • The Materiality of ESG Factors: University of Pennsylvania

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

Skills

  • Accounting
  • Artificial Intelligence (AI)
  • Cybersecurity
  • Data Analytics
  • Digital Marketing
  • Human Resources (HR)
  • Microsoft Excel
  • Project Management
  • Python
  • SQL

Professional Certificates

  • Google AI Certificate
  • Google Cybersecurity Certificate
  • Google Data Analytics Certificate
  • Google IT Support Certificate
  • Google Project Management Certificate
  • Google UX Design Certificate
  • IBM AI Engineering Certificate
  • IBM AI Product Manager Certificate
  • IBM Data Science Certificate
  • Intuit Academy Bookkeeping Certificate

Courses & Specializations

  • AI Essentials Specialization
  • AI For Business Specialization
  • AI For Everyone Course
  • AI in Healthcare Specialization
  • Deep Learning Specialization
  • Excel Skills for Business Specialization
  • Financial Markets Course
  • Machine Learning Specialization
  • Prompt Engineering for ChatGPT Course
  • Python for Everybody Specialization

Career Resources

  • Career Aptitude Test
  • CAPM Certification Requirements
  • CompTIA A+ Certification Requirements
  • CompTIA Security+ Certification Requirements
  • Essential IT Certifications
  • High-Income Skills to Learn
  • How to Learn Artificial Intelligence
  • PMP Certification Requirements
  • Popular Cybersecurity Certifications
  • 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
  • Udemy

Community

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

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
© 2026 Coursera Inc. All rights reserved.
  • Coursera Facebook
  • Coursera Linkedin
  • Coursera Twitter
  • Coursera YouTube
  • Coursera Instagram
  • Coursera TikTok