• 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 Colorado Boulder

      Finance for Technical Managers

      Skills you'll gain: Sustainability Reporting, Financial Analysis, Financial Statement Analysis, Cost Estimation, Environmental Social And Corporate Governance (ESG), Capital Budgeting, Budgeting, Cost Benefit Analysis, Project Risk Management, Risk Analysis, Risk Mitigation, Income Statement, Cost Management, Financial Modeling, Investment Management, Balance Sheet, Return On Investment, Risk Management, Financial Reporting, Finance

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      277 reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      AI Applications in People Management

      Skills you'll gain: HR Tech, Human Resources, Data Ethics, Data-Driven Decision-Making, People Management, Artificial Intelligence, Employee Engagement, Machine Learning, Employee Retention, Predictive Analytics, Blockchain

      4.8
      Rating, 4.8 out of 5 stars
      ·
      261 reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      T

      Tally Education and Distribution Services Private Limited

      Tally Bookkeeper

      Skills you'll gain: Accounts Payable and Receivable, Accounting, Financial Reporting, Bookkeeping, Accounting Software, Budgeting, Accounting and Finance Software, Tax Returns, Data Import/Export, Inventory Management System, Order Management, Tax Management, General Ledger, Inventory Accounting, Tax Compliance, Inventory Control, Banking Services, Cost Management, Payroll Tax, Invoicing

      4.5
      Rating, 4.5 out of 5 stars
      ·
      192 reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      G

      Google

      Цифровий маркетинг і електронна комерція від Google

      Skills you'll gain: Email Marketing, Order Fulfillment, Media Planning, Social Media Campaigns, Google Ads, Social Media Marketing, Social Media Strategy, Performance Measurement, Order Processing, Paid media, Customer Acquisition Management, Brand Loyalty, Search Engine Marketing, Target Audience, Search Engine Optimization, Customer Relationship Management, Customer Retention, E-Commerce, Marketing Analytics, Campaign Management

      4.9
      Rating, 4.9 out of 5 stars
      ·
      1.8K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      Interactive Brokers

      Fundamentals of Equities

      Skills you'll gain: Equities, Investments, Financial Statement Analysis, Financial Analysis, Balance Sheet, Securities Trading, Risk Management, Portfolio Management, Income Statement, Business Economics, Cash Flows

      4.3
      Rating, 4.3 out of 5 stars
      ·
      375 reviews

      Beginner · Course · 1 - 4 Weeks

    • K

      Kennesaw State University

      Business Model Canvas: A Tool for Entrepreneurs and Innovators (Project-Centered Course)

      Skills you'll gain: Value Propositions, Business Modeling, Presentations, Customer Analysis, Innovation, Business Process, Customer Relationship Management, Entrepreneurship, Target Market, Marketing Channel, Business Strategy, Strategic Partnership, Cost Management, Revenue Management, Resource Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      654 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      A

      Automatic Data Processing, Inc. (ADP)

      The Payroll Professional

      Skills you'll gain: Payroll, Payroll Administration, Payroll Systems, Payroll Processing, Compensation Strategy, Payroll Reporting, Human Resource Strategy, Human Resources, Customer Service, Continuous Improvement Process, Complex Problem Solving

      4.7
      Rating, 4.7 out of 5 stars
      ·
      346 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Managerial Accounting: Cost Behaviors, Systems, and Analysis

      Skills you'll gain: Management Accounting, Cost Accounting, Accounting Systems, Supply Chain, Accounting, Financial Accounting, Cost Management, Process Improvement, Analysis, Decision Making

      Build toward a degree

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

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      Unilever

      Supply Chain Management and Analytics

      Skills you'll gain: Demand Planning, Supply Chain Management, Supply Chain Planning, Process Improvement, Customer Demand Planning, Capacity Planning, Logistics Management, Supplier Management, Logistics, Analytics, Transportation Management, Corporate Sustainability, Scheduling, Inventory Management System, Production Schedule, Forecasting, Security Management, Expense Management, Operating Expense, Risk Management

      4.8
      Rating, 4.8 out of 5 stars
      ·
      389 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      N

      National Academy of Sports Medicine

      NASM Personal Fitness Trainer

      Skills you'll gain: Goal Setting, Kinesiology, Nutrition and Diet, Health Assessment, Nutrition Education, Preventative Care, Public Health and Disease Prevention, Patient Education And Counseling, Respiration, Train The Trainer, Chronic Diseases, Patient Evaluation, Physical Therapy, Rehabilitation, Injury Prevention, Neurology, Automated External Defibrillator, Cardiopulmonary Resuscitation (CPR), Overcoming Obstacles, Coaching

      4.8
      Rating, 4.8 out of 5 stars
      ·
      143 reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • J

      Johns Hopkins University

      Reducing Gun Violence in America: Evidence for Change

      Skills you'll gain: Injury Prevention, Public Safety and National Security, Social Justice, Criminal Investigation and Forensics, Public Health, Public Policies, Policy Analysis, Health Policy, Safety and Security, Law, Regulation, and Compliance, Community Health, Risk Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      305 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      S

      SkillUp EdTech

      Project Management Foundations, Initiation, and Planning

      Skills you'll gain: Earned Value Management, Team Motivation, Stakeholder Engagement, Project Management Institute (PMI) Methodology, Project Planning, Stakeholder Management, Project Controls, Team Leadership, Project Management, Project Management Life Cycle, Project Scoping, Project Documentation, Project Schedules, Meeting Facilitation, Agile Project Management, Quality Management, Work Breakdown Structure, Risk Management, Cost Management, Scope Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      482 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…484950…301

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

    • Finance for Technical Managers: University of Colorado Boulder
    • AI Applications in People Management : University of Pennsylvania
    • Tally Bookkeeper: Tally Education and Distribution Services Private Limited
    • Цифровий маркетинг і електронна комерція від Google: Google
    • Fundamentals of Equities: Interactive Brokers
    • Business Model Canvas: A Tool for Entrepreneurs and Innovators (Project-Centered Course): Kennesaw State University
    • The Payroll Professional: Automatic Data Processing, Inc. (ADP)
    • Managerial Accounting: Cost Behaviors, Systems, and Analysis: University of Illinois Urbana-Champaign
    • Supply Chain Management and Analytics: Unilever
    • NASM Personal Fitness Trainer: National Academy of Sports Medicine

    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