• 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
      M

      Macquarie University

      Excel Skills for Business Forecasting

      Skills you'll gain: Time Series Analysis and Forecasting, Forecasting, Financial Forecasting, Regression Analysis, Microsoft Excel, Demand Planning, Excel Formulas, Trend Analysis, Business Mathematics, Predictive Modeling, Business Metrics, Strategic Thinking, Data Presentation, Statistical Visualization, Graphing, Market Trend, Business Economics, Key Performance Indicators (KPIs), Statistical Modeling, Exploratory Data Analysis

      4.9
      Rating, 4.9 out of 5 stars
      ·
      306 reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      T

      The Museum of Modern Art

      Art & Inquiry: Museum Teaching Strategies For Your Classroom

      Skills you'll gain: Literacy, Teaching, Liberal Arts, Critical Thinking, Emotional Intelligence, Creativity, Instructional Strategies, Student Engagement, Self-Awareness, Curriculum Planning, Learning Styles, Empathy, Social Studies, Discussion Facilitation

      4.8
      Rating, 4.8 out of 5 stars
      ·
      511 reviews

      Intermediate · Course · 1 - 3 Months

    • A

      Amazon Web Services

      Introduction to Information Technology and AWS Cloud

      Skills you'll gain: Amazon Web Services, Web Applications, Cloud Services, Amazon Elastic Compute Cloud, Information Technology, Cloud Computing, Public Cloud, IT Infrastructure, Computer Systems, Amazon S3, Web Development, General Networking, Web Servers, Operating Systems, Servers, Virtualization, Data Centers, Hypertext Markup Language (HTML), Computer Hardware

      4.8
      Rating, 4.8 out of 5 stars
      ·
      427 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      I

      Interactive Brokers

      ESG Investing: Financial Decisions in Flux

      Skills you'll gain: Environmental Social And Corporate Governance (ESG), Corporate Sustainability, Investment Management, Financial Market, Investments, Financial Data, Market Trend, Market Analysis, Business Ethics, Regulatory Compliance, Environmental Issue, Capital Markets, Risk Analysis, Governance, Financial Services, Fixed Asset, Financial Analysis, Data Collection, Equities, Due Diligence

      4.5
      Rating, 4.5 out of 5 stars
      ·
      121 reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      S

      SkillUp EdTech

      Product Management: Foundations & Stakeholder Collaboration

      Skills you'll gain: Innovation, Product Management, New Product Development, Stakeholder Engagement, Competitive Analysis, Product Strategy, Business Development, Product Lifecycle Management, Market Analysis, Communication, Stakeholder Management, Strategic Communication, Team Building

      4.6
      Rating, 4.6 out of 5 stars
      ·
      254 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of California San Diego

      Graph Analytics for Big Data

      Skills you'll gain: Graph Theory, Database Design, Big Data, Network Analysis, Analytics, Data Management, Data Structures, Query Languages, Scalability, Unsupervised Learning, Distributed Computing, Algorithms

      4.3
      Rating, 4.3 out of 5 stars
      ·
      1.3K reviews

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      E

      Emory University

      Foundations of Marketing Analytics

      Skills you'll gain: Pivot Tables And Charts, Customer Analysis, Probability Distribution, Customer Demand Planning, Marketing Analytics, Forecasting, Descriptive Statistics, Microsoft Excel, Social Media Marketing, Exploratory Data Analysis, Probability, Statistical Analysis, Marketing Effectiveness, Target Market, Social Media, Revenue Forecasting, Time Series Analysis and Forecasting, Predictive Modeling, Statistics, Marketing

      4.3
      Rating, 4.3 out of 5 stars
      ·
      517 reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of California San Diego

      Advanced Data Structures in Java

      Skills you'll gain: Graph Theory, Data Structures, Java Programming, Java, Object Oriented Design, Software Design, Algorithms, Theoretical Computer Science, Maintainability, Object Oriented Programming (OOP), Network Routing, Computational Thinking, Application Development, Debugging

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

      Intermediate · Course · 1 - 3 Months

    • P

      Pontificia Universidad Católica de Chile

      Diseño y Creación de un Emprendimiento Social

      Skills you'll gain: Business Modeling, Design Thinking, Ideation, Innovation, Entrepreneurship, Project Design, Business Strategy, Community Development, Social Sciences, Corporate Sustainability

      4.9
      Rating, 4.9 out of 5 stars
      ·
      993 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      M

      Microsoft

      Artificial Intelligence on Microsoft Azure

      Skills you'll gain: Anomaly Detection, Computer Vision, Artificial Intelligence, Microsoft Azure, Natural Language Processing, Artificial Intelligence and Machine Learning (AI/ML), Data Ethics, Machine Learning

      4.6
      Rating, 4.6 out of 5 stars
      ·
      803 reviews

      Beginner · Course · 1 - 4 Weeks

    • E

      ESCP Business School

      Intercultural Management

      Skills you'll gain: Intercultural Competence, Team Management, Global Marketing, Cultural Sensitivity, Cultural Diversity, Organizational Leadership, People Management, Business Communication, Leadership and Management, Negotiation, Leadership, Human Resources Management and Planning, Marketing

      4.6
      Rating, 4.6 out of 5 stars
      ·
      449 reviews

      Beginner · Course · 1 - 3 Months

    • U

      University of California, Davis

      DevOps Culture and Mindset

      Skills you'll gain: DevOps, CI/CD, Process Mapping, Culture Transformation, Continuous Improvement Process, Lean Methodologies, Risk Management, Process Improvement, Organizational Structure, Operational Excellence, Operational Efficiency, User Feedback, Systems Thinking

      4.7
      Rating, 4.7 out of 5 stars
      ·
      581 reviews

      Intermediate · Course · 1 - 4 Weeks

    Financial Planning learners also search

    Financial Planning And Analysis
    Financial Management
    Financial Analysis
    Financial Engineering
    Financial Modeling
    Financial Accounting
    Financial Trading
    Finance
    1…707172…301

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

    • Excel Skills for Business Forecasting: Macquarie University
    • Art & Inquiry: Museum Teaching Strategies For Your Classroom: The Museum of Modern Art
    • Introduction to Information Technology and AWS Cloud: Amazon Web Services
    • ESG Investing: Financial Decisions in Flux: Interactive Brokers
    • Product Management: Foundations & Stakeholder Collaboration: SkillUp EdTech
    • Graph Analytics for Big Data: University of California San Diego
    • Foundations of Marketing Analytics: Emory University
    • Advanced Data Structures in Java: University of California San Diego
    • Diseño y Creación de un Emprendimiento Social: Pontificia Universidad Católica de Chile
    • Artificial Intelligence on Microsoft Azure: Microsoft

    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