• 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

    • Y

      Yunus Social Business Fund Bengaluru

      Risk, Return and Valuation

      Skills you'll gain: Business Valuation, Return On Investment, Finance, Financial Analysis, Business Risk Management, Capital Budgeting, Risk Management, Environmental Social And Corporate Governance (ESG), Financial Modeling, Portfolio Management, Corporate Finance, Cash Flows, Decision Making, Probability & Statistics

      4.4
      Rating, 4.4 out of 5 stars
      ·
      8 reviews

      Beginner · Course · 1 - 3 Months

    • Status: New
      New
      U

      University of Minnesota

      Analytics Project Ideation

      Skills you'll gain: Predictive Analytics, Simulations, Exploratory Data Analysis, Experimentation, Research Design, Business Analytics, Operations Research, Project Design, Simulation and Simulation Software, Customer Analysis, A/B Testing, Data Mining, Business Analysis, Analytical Skills, Ideation, Sprint Planning, Advanced Analytics, Applied Machine Learning, Data Analysis, Process Mapping

      Beginner · Specialization · 3 - 6 Months

    • A

      Alfaisal University | KLD

      تحليل منتجات الشركة والتخطيط الاستراتيجي للسوق

      Skills you'll gain: Strategic Marketing, Product Management, Market Analysis, Market Opportunities, Competitive Analysis, Marketing Strategy and Techniques, Business Strategy, Target Market, Customer Analysis, Product Lifecycle Management

      4.6
      Rating, 4.6 out of 5 stars
      ·
      11 reviews

      Beginner · Course · 1 - 4 Weeks

    • U

      University of Western Australia

      Diversity and Inclusion: Developing A Strategy

      Skills you'll gain: Workforce Planning, Recruitment Strategies, Diversity and Inclusion, Human Resource Strategy, Talent Sourcing, Diversity Awareness, Organizational Effectiveness, Talent Acquisition, Job Analysis

      3.9
      Rating, 3.9 out of 5 stars
      ·
      11 reviews

      Beginner · Course · 1 - 4 Weeks

    • U

      University of Colorado Boulder

      Launching Your Music Career

      Skills you'll gain: Business Modeling, Business Strategy, Business Planning, Recruitment, Music Performance, Event Management, Portfolio Management, Business Management, Entrepreneurship, Performing Arts, Recruitment Strategies, Professional Networking, Relationship Building, Value Propositions, Growth Strategies, Marketing Strategies, Branding, Target Market

      Intermediate · Course · 1 - 3 Months

    • Status: Free
      Free
      U

      University of Pittsburgh

      idea 2 IMPACT: An Introduction to Translating Assistive Health Technologies and Other Products

      Skills you'll gain: Competitive Analysis, Storytelling, Stakeholder Management, Solution Design, Project Planning, Business Planning, Innovation, Product Development, Market Analysis, Presentations, Entrepreneurship, Regulatory Affairs, User Research, Problem Solving, Health Care Procedure and Regulation, Customer Insights

      3.9
      Rating, 3.9 out of 5 stars
      ·
      7 reviews

      Intermediate · Course · 1 - 3 Months

    • T

      The State University of New York

      Decentralized Exchange (Dex) Protocols & Platforms

      Skills you'll gain: Blockchain, Market Liquidity, FinTech, Financial Market, Cryptographic Protocols, Financial Systems, Governance, Market Data, Payment Systems, Financial Services, Digital Assets, Investments

      Beginner · Course · 1 - 4 Weeks

    • Status: New
      New
      J

      Johns Hopkins University

      Strategic and Inclusive Leadership

      Skills you'll gain: Crisis Management, Strategic Planning, Team Leadership, Diversity and Inclusion, Strategic Leadership, Leadership, Organizational Strategy, Organizational Leadership, Business Leadership, Team Management, Resilience, Strategic Thinking, Emotional Intelligence, Self-Awareness, Visionary

      Intermediate · Course · 1 - 3 Months

    • F

      Fundação Instituto de Administração

      Empreendedorismo e Inovação

      Skills you'll gain: Innovation, Design Thinking, Business Modeling, Entrepreneurship, Creativity, Fundraising, Ideation, Creative Thinking, Business Strategy, Professional Networking, Product Development, Business Strategies, Presentations, Value Propositions

      4.8
      Rating, 4.8 out of 5 stars
      ·
      12 reviews

      Beginner · Course · 1 - 4 Weeks

    • A

      Arizona State University

      Curiosity: A Necessary Ingredient for Successful Innovation

      Skills you'll gain: Curiosity, Design Thinking, Persona Development, Innovation, Customer Analysis, Target Audience, Customer Insights, Market Research, Entrepreneurship, Customer Engagement, Problem Solving, Communication

      4.8
      Rating, 4.8 out of 5 stars
      ·
      10 reviews

      Beginner · Course · 1 - 3 Months

    • R

      Rice University

      Finances pour les professionnels non financiers

      Skills you'll gain: Capital Budgeting, Financial Analysis, Cash Flows, Business Valuation, Finance, Financial Modeling, Return On Investment, Financial Statements, Financial Management, Corporate Finance, Risk Analysis, Working Capital, Investments

      Beginner · Course · 1 - 3 Months

    • Status: New
      New
      B

      Board Infinity

      Generative AI in Finance

      Skills you'll gain: Prompt Engineering, Generative AI, Financial Data, Data Processing, Data Ethics, Regulatory Compliance, Anomaly Detection, Large Language Modeling, FinTech, Financial Services, Credit Risk, Artificial Intelligence, Compliance Management, Risk Modeling, Investment Management, Financial Reporting, Portfolio Management, Automation

      Beginner · 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…229230231…293

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

    • Risk, Return and Valuation: Yunus Social Business Fund Bengaluru
    • Analytics Project Ideation: University of Minnesota
    • تحليل منتجات الشركة والتخطيط الاستراتيجي للسوق: Alfaisal University | KLD
    • Diversity and Inclusion: Developing A Strategy: University of Western Australia
    • Launching Your Music Career: University of Colorado Boulder
    • idea 2 IMPACT: An Introduction to Translating Assistive Health Technologies and Other Products: University of Pittsburgh
    • Decentralized Exchange (Dex) Protocols & Platforms: The State University of New York
    • Strategic and Inclusive Leadership: Johns Hopkins University
    • Empreendedorismo e Inovação: Fundação Instituto de Administração
    • Curiosity: A Necessary Ingredient for Successful Innovation: 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