• 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
     *

    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

      Trabaja inteligentemente, no más duro: Gestión del tiempo para la productividad personal y profesional

      Skills you'll gain: Time Management, Scheduling, Goal Setting, Prioritization, Productivity, Delegation Skills, Personal Development, Organizational Skills, Self-Awareness, Overcoming Obstacles, Expectation Management, Communication

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.8K reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Colorado System

      Healthy Practices: Nutrition, Physical Activity, and Community and Family Participation

      Skills you'll gain: Nutrition Education, Community Health, Nutrition and Diet, Public Health, Public Health and Disease Prevention, Child Health, Working With Children, Student Engagement, Community Outreach, Student Support and Services, Parent Communication, Curriculum Planning

      4.7
      Rating, 4.7 out of 5 stars
      ·
      856 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      P

      Pontificia Universidad Católica de Chile

      Decisiones Financieras

      Skills you'll gain: Financial Statements, Financial Statement Analysis, Portfolio Management, Investments, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Business Valuation, Financial Trading, Capital Markets, Cash Management, Asset Management, Working Capital, Accrual Accounting, Cash Flows, Equities, Capital Budgeting, Financial Market, Securities (Finance)

      4.8
      Rating, 4.8 out of 5 stars
      ·
      200 reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Virginia

      Customer Value in Pricing Strategy

      Skills you'll gain: Revenue Management, Global Marketing, Consumer Behaviour, Marketing Psychology, Customer Insights, Customer Analysis, Value Propositions, Market Dynamics, Customer Demand Planning, Market Research, Behavioral Economics, Competitive Analysis, Decision Making, Analysis

      4.8
      Rating, 4.8 out of 5 stars
      ·
      366 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free
      Free
      C

      Columbia University

      The Age of Sustainable Development

      Skills you'll gain: Economic Development, Socioeconomics, Mitigation, Social Justice, Human Development, Environment, Environmental Policy, Health Policy, International Relations, Health Care, Public Health and Disease Prevention, Food Services, World History, Public Policies

      4.7
      Rating, 4.7 out of 5 stars
      ·
      3.9K reviews

      Mixed · Course · 3 - 6 Months

    • P

      Packt

      Project Finance & Excel: Build Financial Models from Scratch

      Skills you'll gain: Financial Modeling, Project Finance, Timelines, Return On Investment, Financial Statements, Financial Analysis, Balance Sheet, Construction Management, Capital Expenditure, Operating Cost, Income Statement, Cash Flow Forecasting, Microsoft Excel, Scheduling, Cash Flows, Revenue Forecasting

      Intermediate · Course · 1 - 3 Months

    • 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, Depreciation, Decision Making, Microsoft Excel

      4.6
      Rating, 4.6 out of 5 stars
      ·
      86 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Michigan

      Impacts of the Environment on Global Public Health

      Skills you'll gain: Demography, Environmental Regulations, Environment Health And Safety, Social Justice, Systems Thinking, Environmental Policy, Environmental Issue, Public Health, Health Equity, Environment, Health Disparities, Health Policy, Environmental Science, Epidemiology, Pollution Prevention, Risk Management, Sanitation, Energy and Utilities, Mitigation, Occupational Safety and Health Administration (OSHA)

      4.7
      Rating, 4.7 out of 5 stars
      ·
      236 reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Colorado Boulder

      Agile Project Management

      Skills you'll gain: User Story, Agile Project Management, Scrum (Software Development), Agile Methodology, Engineering Management, Sprint Planning, Organizational Strategy, Software Development Methodologies, Virtual Teams, Leadership

      Build toward a degree

      4.7
      Rating, 4.7 out of 5 stars
      ·
      400 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      A

      Arizona State University

      Business English: Finance and Economics

      Skills you'll gain: Purchasing, Negotiation, Business Communication, Business Correspondence, English Language, Communication Strategies, Budgeting, Financial Forecasting, Financial Data, Verbal Communication Skills, Influencing, Presentations, Vocabulary

      4.7
      Rating, 4.7 out of 5 stars
      ·
      615 reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      S

      SAS

      SAS Visual Business Analytics

      Skills you'll gain: SAS (Software), Network Analysis, Trend Analysis, Data Manipulation, Data Analysis, Forecasting, Data Quality, Text Mining, Exploratory Data Analysis, Ad Hoc Reporting, Spatial Data Analysis, Data Visualization Software, Spatial Analysis, Dashboard, Time Series Analysis and Forecasting, Interactive Data Visualization, Data-Driven Decision-Making, Predictive Analytics, Business Reporting, Data Visualization

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.1K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      IE Business School

      Globalización, Crecimiento Económico y Estabilidad

      Skills you'll gain: Financial Policy, Economics, Policy, and Social Studies, Economics, Public Policies, International Finance, Policy Analysis, International Relations, Economic Development, Tax, Trend Analysis, Socioeconomics, Global Marketing, Business Economics, Analysis, Fiscal Management, Business Risk Management, Supply And Demand, Market Dynamics, Business Strategies, Cultural Diversity

      4.8
      Rating, 4.8 out of 5 stars
      ·
      707 reviews

      Beginner · Specialization · 3 - 6 Months

    Financial Planning learners also search

    Financial Planning And Analysis
    Financial Management
    Financial Analysis
    Financial Engineering
    Financial Modeling
    Financial Accounting
    Financial Trading
    Finance
    1…666768…301

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

    • Trabaja inteligentemente, no más duro: Gestión del tiempo para la productividad personal y profesional : University of California, Irvine
    • Healthy Practices: Nutrition, Physical Activity, and Community and Family Participation: University of Colorado System
    • Decisiones Financieras: Pontificia Universidad Católica de Chile
    • Customer Value in Pricing Strategy: University of Virginia
    • The Age of Sustainable Development: Columbia University
    • Project Finance & Excel: Build Financial Models from Scratch: Packt
    • Applying Investment Decision Rules for Startups: Yonsei University
    • Impacts of the Environment on Global Public Health: University of Michigan
    • Agile Project Management: University of Colorado Boulder
    • Business English: Finance and Economics: Arizona State University

    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