• 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

    • U

      University of Colorado Boulder

      Master of Engineering in Engineering Management

      Skills you'll gain: Object Oriented Design, User Story, SQL, Real-Time Operating Systems, Model Based Systems Engineering, Field-Programmable Gate Array (FPGA), New Product Development, Failure Analysis, Delegation Skills, Unsupervised Learning, Sampling (Statistics), Supplier Management, Sustainability Reporting, Accountability, Data Ethics, Data Mining, Statistical Modeling, Goal Setting, Proposal Writing, Generative AI

      Earn a degree

      Degree · 1 - 4 Years

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

      Meta

      Meta Web Development Fundamentals

      Skills you'll gain: Django (Web Framework), Responsive Web Design, HTML and CSS, Relational Databases, Object Oriented Programming (OOP), Database Management Systems, Bootstrap (Front-End Framework), Database Design, SQL, Databases, Front-End Web Development, Unit Testing, MySQL, Debugging, User Interface (UI), Web Development, Web Servers, Test Driven Development (TDD), Web Applications, Programming Principles

      4.7
      Rating, 4.7 out of 5 stars
      ·
      16K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      G

      Google

      Use AI Responsibly

      Skills you'll gain: Data Ethics, Security Awareness, Artificial Intelligence, Diversity Awareness, Risk Management Framework, Ethical Standards And Conduct, Information Privacy, Data Security, Social Sciences

      4.8
      Rating, 4.8 out of 5 stars
      ·
      43 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: New
      New
      B

      Board Infinity

      Mastering Statement of Purpose (SOP) Writing

      Skills you'll gain: Storytelling, Writing, Generative AI Agents, Program Standards, Higher Education, Brainstorming, Editing, Goal Setting, Constructive Feedback, Self-Awareness, Liberal Arts, Cultural Responsiveness, Business

      Beginner · Course · 1 - 4 Weeks

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

      Packt

      CompTIA Network+ (N10-009) Crash Course

      Skills you'll gain: OSI Models, Networking Hardware, Network Monitoring, Routing Protocols, Network Protocols, Network Troubleshooting, Network Architecture, Network Switches, TCP/IP, Disaster Recovery, Network Security, Cloud Computing, Distributed Denial-Of-Service (DDoS) Attacks, Network Routing, Wireless Networks, General Networking, Computer Networking, Open Shortest Path First (OSPF), Hardening, Network Administration

      Intermediate · Specialization · 3 - 6 Months

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

      Meta

      Meta Full-Stack Developer

      Skills you'll gain: Jest (JavaScript Testing Framework), Django (Web Framework), Version Control, Restful API, Responsive Web Design, Unix Commands, HTML and CSS, Git (Version Control System), GitHub, Relational Databases, Object Oriented Programming (OOP), Database Management Systems, Bootstrap (Front-End Framework), React.js, Mobile Development, Database Design, SQL, Unit Testing, Javascript, Web Development

      4.7
      Rating, 4.7 out of 5 stars
      ·
      23K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: New
      New
      P

      Packt

      Introduction to Website Development Technologies

      Skills you'll gain: Hypertext Markup Language (HTML), Web Development, Bootstrap (Front-End Framework), Development Environment, Responsive Web Design, Version Control, GitHub, Cascading Style Sheets (CSS), Web Design, Front-End Web Development, Application Deployment, Javascript, Integrated Development Environments, Web Development Tools, Cloud Hosting

      Beginner · Course · 1 - 3 Months

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

      Packt

      Real-World Projects & Advanced Animations

      Skills you'll gain: Responsive Web Design, Cascading Style Sheets (CSS), HTML and CSS, Front-End Web Development, Web Development, Web Design, Javascript, Application Deployment, Animations, Web Content Accessibility Guidelines, User Interface (UI), Usability, Maintainability

      Intermediate · Course · 1 - 3 Months

    • Status: New
      New
      F

      Fractal Analytics

      Generative AI for HR Professionals

      Skills you'll gain: Prompt Engineering, HR Tech, Generative AI Agents, Data Ethics, ChatGPT, Human Resources, Verification And Validation, Ethical Standards And Conduct, Recruitment, Employee Engagement, Talent Acquisition, Diversity and Inclusion, Compliance Management

      Intermediate · Course · 1 - 4 Weeks

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

      Packt

      Ethical Hacking Foundations & Network Security

      Skills you'll gain: Penetration Testing, Network Security, Wireless Networks, Cybersecurity, Linux, Vulnerability Assessments, Intrusion Detection and Prevention, Command-Line Interface, Linux Commands, Network Analysis, Encryption, Virtual Private Networks (VPN), System Configuration, Security Software, Software Installation, File Management, Virtual Machines

      Beginner · Course · 1 - 3 Months

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

      Packt

      Networking Fundamentals & Network Access

      Skills you'll gain: Virtual Local Area Network (VLAN), Wireless Networks, TCP/IP, Network Security, General Networking, Command-Line Interface, Local Area Networks, Network Infrastructure, System Configuration, OSI Models, Network Routing, Network Switches, Computer Networking, Network Protocols

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      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 Analysis, Behavioral Economics, Risk Management, Market Trend, Risk Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      407 reviews

      Mixed · 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…353637…299

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

    • Master of Engineering in Engineering Management: University of Colorado Boulder
    • Meta Web Development Fundamentals: Meta
    • Use AI Responsibly: Google
    • Mastering Statement of Purpose (SOP) Writing: Board Infinity
    • CompTIA Network+ (N10-009) Crash Course: Packt
    • Meta Full-Stack Developer: Meta
    • Introduction to Website Development Technologies: Packt
    • Real-World Projects & Advanced Animations: Packt
    • Generative AI for HR Professionals: Fractal Analytics
    • Ethical Hacking Foundations & Network Security: Packt

    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