• 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
      U

      University of California, Irvine

      The Blockchain

      Skills you'll gain: Blockchain, FinTech, Cryptography, Distributed Computing, Transaction Processing, Payment Systems, Emerging Technologies, Digital Assets, Software Systems, Computer Systems, Software Architecture, Data Integrity, Network Analysis, Peer Review

      4.1
      Rating, 4.1 out of 5 stars
      ·
      171 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: New
      New
      U

      University of Illinois Urbana-Champaign

      Investing and Building Wealth

      Skills you'll gain: Wealth Management, Portfolio Management, Investments, Securities (Finance), Financial Planning, Investment Management, Finance, Equities, Risk Management, Asset Management, Business Risk Management, Financial Market, Financial Modeling, Return On Investment, Risk Analysis

      Beginner · Course · 1 - 4 Weeks

    • U

      Universidad Austral

      Competencias para la empleabilidad

      Skills you'll gain: Creative Problem-Solving, Critical Thinking, Creativity, Innovation, Entrepreneurship, Adaptability, Change Management, Higher Education, Professional Development, New Business Development, Market Opportunities, Workforce Development, Employee Engagement, Goal Setting

      4.7
      Rating, 4.7 out of 5 stars
      ·
      195 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      S

      Stanford University

      Essentials of Palliative Care

      Skills you'll gain: Hospice, Psychosocial Assessments, Primary Care, Patient Education And Counseling, Cultural Sensitivity, Care Management, Nursing and Patient Care, Communication, Empathy, Active Listening, Stress Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      89 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      R

      Rice University

      Engineering Project Management: Risk, Quality, Teams, and Procurement

      Skills you'll gain: Team Management, Quality Assurance, Risk Management, Procurement, Project Risk Management, Project Controls, People Management, Project Management, Quality Management, Cost Management, Project Planning, Contract Management, Resource Management

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

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      P

      Pontificia Universidad Católica de Chile

      Análisis de Negocios con Estados Financieros

      Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Cash Flows, Cash Management, Working Capital, Accrual Accounting, Asset Management, Operating Expense, Equities

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      107 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      I

      IE Business School

      Trade, Immigration and Exchange Rates in a Globalized World

      Skills you'll gain: International Finance, Economics, Financial Policy, International Relations, Economics, Policy, and Social Studies, Economic Development, Global Marketing, Socioeconomics, Supply And Demand, Demography, Analysis, Trend Analysis

      4.8
      Rating, 4.8 out of 5 stars
      ·
      298 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      L

      L&T EduTech

      Project Management in Construction

      Skills you'll gain: Scope Management, Stakeholder Management, Project Schedules, Project Risk Management, Environment Health And Safety, Work Breakdown Structure, Project Scoping, Earned Value Management, Feasibility Studies, Risk Analysis, Quality Management, Procurement, Cost Estimation, Scheduling, Cost Management, Project Management Life Cycle, Contract Management, Communication Strategies, Risk Management, Project Controls

      4.7
      Rating, 4.7 out of 5 stars
      ·
      41 reviews

      Advanced · Specialization · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      P

      Packt

      Planning & Control with Oracle Primavera PPM Professional

      Skills you'll gain: Earned Value Management, Work Breakdown Structure, Calendar Management, Resource Planning, Scheduling, Project Schedules, Resource Allocation, Project Management Software, Timelines, Resource Management, Capacity Planning, Resource Utilization, Project Management, Project Coordination, Milestones (Project Management), Change Control, Project Planning, Relationship Management, Enterprise Resource Planning, Management Reporting

      4.6
      Rating, 4.6 out of 5 stars
      ·
      52 reviews

      Beginner · Specialization · 3 - 6 Months

    • U

      University of Virginia

      Grow to Greatness: Smart Growth for Private Businesses, Part I

      Skills you'll gain: Growth Strategies, Business Strategies, Business Strategy, Business Planning, Business Development, Business Marketing, Strategic Marketing, Product Strategy, New Business Development, Business Priorities, Competitive Analysis, Entrepreneurship, Business Modeling, Business Research, Business Analysis, Business Process, Market Opportunities, Innovation, Operational Excellence, Prioritization

      4.7
      Rating, 4.7 out of 5 stars
      ·
      658 reviews

      Mixed · Course · 1 - 3 Months

    • C

      Coursera Instructor Network

      B2B and Territory Sales Strategies and Techniques

      Skills you'll gain: Sales Territory Management, B2B Sales, Sales Management, Enterprise Sales, Consultative Selling, Sales, Sales Strategy, Sales Training, Market Opportunities, Market Analysis, Sales Operations, Sales Process, Market Research, Competitive Intelligence, Customer Relationship Management, Negotiation

      4.6
      Rating, 4.6 out of 5 stars
      ·
      85 reviews

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Maryland, College Park

      Entrepreneurship Capstone

      Skills you'll gain: Customer Analysis, Business Planning, Sales Pipelines, Sales Strategy, Entrepreneurship, Market Analysis, Innovation, Marketing, Market Research, Product Management, Product Development, Business Strategies, Business Solutions, Value Propositions, Business Modeling, Interviewing Skills

      4.7
      Rating, 4.7 out of 5 stars
      ·
      262 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…969798…301

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

    • The Blockchain: University of California, Irvine
    • Investing and Building Wealth: University of Illinois Urbana-Champaign
    • Competencias para la empleabilidad: Universidad Austral
    • Essentials of Palliative Care: Stanford University
    • Engineering Project Management: Risk, Quality, Teams, and Procurement: Rice University
    • Análisis de Negocios con Estados Financieros: Pontificia Universidad Católica de Chile
    • Trade, Immigration and Exchange Rates in a Globalized World: IE Business School
    • Project Management in Construction: L&T EduTech
    • Planning & Control with Oracle Primavera PPM Professional: Packt
    • Grow to Greatness: Smart Growth for Private Businesses, Part I: University of Virginia

    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