• 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: Free Trial
    Free Trial
    D

    Duke University

    Financial Risk Management with R

    Skills you'll gain: Portfolio Risk, Financial Market, Risk Management, Risk Analysis, Financial Trading, Probability Distribution, R (Software), Financial Data, R Programming, Portfolio Management, Statistical Programming, Securities (Finance), Time Series Analysis and Forecasting, Estimation, Statistical Modeling, Simulation and Simulation Software

    Build toward a degree

    4.3
    Rating, 4.3 out of 5 stars
    ·
    255 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Risk Management in Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Financial Planning, Asset Protection, Risk Management, Needs Assessment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    61 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Alternatives as We Age: Retirement and Legacy Planning

    Skills you'll gain: Estate Planning, Wealth Management, Philanthropy, Portfolio Management, Land Management, Financial Planning, Real Estate, Financial Modeling, Tax Planning, Investments, Investment Management, Succession Planning, Risk Management, Case Studies

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Forecasting Financial Statements & Valuation for Accountants

    Skills you'll gain: Financial Statement Analysis, Financial Reporting, Financial Forecasting, Financial Acumen, Business Valuation, Financial Modeling, Balance Sheet, Cash Flow Forecasting, Generally Accepted Accounting Principles (GAAP), Finance, Market Data, Trend Analysis, Estimation

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 3 Months

  • P

    Packt

    Project Finance & Excel: Build Financial Models from Scratch

    Skills you'll gain: 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

    4.5
    Rating, 4.5 out of 5 stars
    ·
    11 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Management and financial accounting: Know your numbers 1

    Skills you'll gain: Governance, Management Accounting, Budgeting, Financial Modeling, Financial Data, Accounting, Financial Analysis, Forecasting, Financial Acumen, Financial Statement Analysis, Financial Accounting, Financial Statements, Business Acumen, Business Metrics, Business Management, Organizational Strategy, Strategic Decision-Making, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
    ·
    322 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Financial Forecasting and Planning

    Skills you'll gain: Financial Forecasting, Forecasting, Generative AI, Financial Management, Market Intelligence, Data-Driven Decision-Making, AI Enablement, Financial Planning, Artificial Intelligence, Market Analysis, Data Quality

    4
    Rating, 4 out of 5 stars
    ·
    10 reviews

    Beginner · 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 Forecasting, Finance, Behavioral Economics, Risk Management, Market Trend, Risk Analysis, Decision Making, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
    ·
    419 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Financial & Technical Skills for Business Success

    Skills you'll gain: Spreadsheet Software, Financial Statements, Financial Statement Analysis, Financial Acumen, Excel Formulas, Microsoft Excel, Content Marketing, Balance Sheet, Profit and Loss (P&L) Management, Cash Flows, Registration, Web Servers

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    E

    Emory University

    Finance for Non-Financial Managers

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Income Statement, Balance Sheet, Finance, Risk Management, Financial Management, Microsoft Excel, Investment Management, Accounting, Return On Investment, Cash Flows

    4.4
    Rating, 4.4 out of 5 stars
    ·
    472 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    D

    Duke University

    Building Financial Models for Entrepreneurs

    Skills you'll gain: Financial Modeling, Entrepreneurial Finance, Financial Forecasting, Capital Budgeting, Entrepreneurship, Cash Flow Forecasting, Financial Data, Financial Analysis, Business Modeling, Finance, Negotiation, Investments, Microsoft Excel

    5
    Rating, 5 out of 5 stars
    ·
    8 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    Alfaisal University | KLD

    إتقان الإدارة المالية | Mastering Financial Management

    Skills you'll gain: Working Capital, Financial Analysis, Financial Management, Budget Management, Investment Management, Risk Management, Return On Investment, Risk Analysis, Financial Modeling, Cash Management, Business Metrics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    40 reviews

    Beginner · Course · 1 - 4 Weeks

Searches related to financial planning

financial planning and analysis
financial planning for young adults
financial planning & analysis
financial planning and wealth management
financial planning and analysis free
financial planning & analysis (fp&a)
financial planning & analysis: building a company’s budget
financial planning free
1…789…400

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

  • Financial Risk Management with R: Duke University
  • Risk Management in Personal Finance: SoFi
  • Alternatives as We Age: Retirement and Legacy Planning : University of Illinois Urbana-Champaign
  • Forecasting Financial Statements & Valuation for Accountants: University of Illinois Urbana-Champaign
  • Project Finance & Excel: Build Financial Models from Scratch: Packt
  • Management and financial accounting: Know your numbers 1: Macquarie University
  • GenAI for Financial Forecasting and Planning: Coursera
  • Planning your Client's Wealth over a 5-year Horizon: University of Geneva
  • Financial & Technical Skills for Business Success: Packt
  • Finance for Non-Financial Managers: Emory University

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

  • Artificial Intelligence (AI)
  • Cybersecurity
  • Data Analytics
  • Digital Marketing
  • English Speaking
  • Generative AI (GenAI)
  • Microsoft Excel
  • Microsoft Power BI
  • Project Management
  • Python

Certificates & Programs

  • Google Cybersecurity Certificate
  • Google Data Analytics Certificate
  • Google IT Support Certificate
  • Google Project Management Certificate
  • Google UX Design Certificate
  • IBM Data Analyst Certificate
  • IBM Data Science Certificate
  • Machine Learning Certificate
  • Microsoft Power BI Data Analyst Certificate
  • UI / UX Design Certificate

Industries & Careers

  • Business
  • Computer Science
  • Data Science
  • Education & Teaching
  • Engineering
  • Finance
  • Healthcare
  • Human Resources (HR)
  • Information Technology (IT)
  • Marketing

Career Resources

  • Career Aptitude Test
  • Examples of Strengths and Weaknesses for Job Interviews
  • High-Income Skills to Learn
  • How Does Cryptocurrency Work?
  • How to Highlight Duplicates in Google Sheets
  • How to Learn Artificial Intelligence
  • Popular Cybersecurity Certifications
  • Preparing for the PMP Certification
  • Signs You Will Get the Job After an Interview
  • What Is Artificial Intelligence?

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
  • Share your Coursera learning story

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