• 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

    • U

      Universidad Nacional Autónoma de México

      Manejo moderno de la caries dental

      Skills you'll gain: Dental Care, Oral and Dental Care, Dentistry, Dental Hygiene, Oral Health, Preventative Care, Treatment Planning, Risk Analysis

      4.8
      Rating, 4.8 out of 5 stars
      ·
      299 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      F

      Fundação Instituto de Administração

      Effective Sales – An Overview

      Skills you'll gain: Sales Management, Sales Strategy, Sales Process, Sales, Business Planning, Business Strategy, Cross-Functional Collaboration, Customer Relationship Building, Key Performance Indicators (KPIs), Goal Setting

      4.6
      Rating, 4.6 out of 5 stars
      ·
      273 reviews

      Intermediate · Course · 1 - 4 Weeks

    • P

      Pontificia Universidad Católica de Chile

      Introducción al Aprendizaje Universitario

      Skills you'll gain: Learning Strategies, Human Learning, Learning Theory, Higher Education, Cooperation, Willingness To Learn, Student Support and Services, Collaboration, Self-Awareness, Motivational Skills, Growth Mindedness, Self-Discipline, Mental Concentration, Self-Motivation, Needs Assessment, Time Management, Resourcefulness, Stress Management, Planning

      4.5
      Rating, 4.5 out of 5 stars
      ·
      585 reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      Universidad Nacional Autónoma de México

      Orden y manejo del tiempo

      Skills you'll gain: Organizational Skills, Time Management, Office Management, Productivity, Prioritization, Workflow Management, Business Process, Business Administration, Planning, Business Management, Cleanliness, Goal Setting

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

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      Business Strategies for Social Impact

      Skills you'll gain: Philanthropy, Return On Investment, Environmental Social And Corporate Governance (ESG), Corporate Sustainability, Strategic Leadership, Business Transformation, Business Strategies, Business Leadership, Business Strategy, Strategic Thinking, Business Planning, Initiative and Leadership, Business Priorities, Decision Making, Performance Measurement, Community Development, Key Performance Indicators (KPIs), Business Ethics, Strategic Decision-Making, Investment Management

      4.6
      Rating, 4.6 out of 5 stars
      ·
      549 reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free
      Free
      C

      Coursera Project Network

      How to create a Jira SCRUM project

      Skills you'll gain: Jira (Software), Sprint Planning, Backlogs, Scrum (Software Development), User Story, Agile Methodology, Agile Project Management, Workflow Management, Run Chart, Prioritization, Dependency Analysis

      4.8
      Rating, 4.8 out of 5 stars
      ·
      450 reviews

      Beginner · Guided Project · Less Than 2 Hours

    • Status: Free Trial
      Free Trial
      G

      Google

      Marketing digital e e-commerce do Google

      Skills you'll gain: Data Storytelling, Email Marketing, Google Ads, Digital Advertising, Social Media Marketing, Search Engine Optimization, Google Analytics, Customer Retention, Digital Marketing, Marketing Budgets, Loyalty Programs, Order Fulfillment, Search Engine Marketing, Web Analytics, Marketing Analytics, Media Planning, Content Creation, A/B Testing, Online Advertising, Copywriting

      4.9
      Rating, 4.9 out of 5 stars
      ·
      311 reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      Trademark Law

      Skills you'll gain: Intellectual Property, Brand Awareness, Legal Strategy, Brand Management, Asset Protection, Packaging and Labeling, Legal Risk, Registration

      4.8
      Rating, 4.8 out of 5 stars
      ·
      267 reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      M

      Microsoft

      Microsoft Generative AI for Data Analysis

      Skills you'll gain: Prompt Engineering, Data Storytelling, Data Presentation, Dashboard, Interactive Data Visualization, Generative AI, Data Ethics, Data Visualization, Infographics, Anomaly Detection, Excel Formulas, Predictive Modeling, Data Visualization Software, Microsoft Copilot, Business Reporting, Risk Analysis, Text Mining, Risk Management, Data Quality, Data Pipelines

      4.3
      Rating, 4.3 out of 5 stars
      ·
      66 reviews

      Intermediate · Professional Certificate · 3 - 6 Months

    • U

      University of California, Irvine

      Hiring Practices

      Skills you'll gain: Interviewing Skills, Recruitment, Recruitment Strategies, Talent Acquisition, Human Resources, Executive Recruitment, Employee Onboarding, Employee Retention, Diversity and Inclusion, Job Analysis, Human Resources Information System (HRIS), Organizational Strategy

      4.7
      Rating, 4.7 out of 5 stars
      ·
      173 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      I

      ISC2

      Network Security

      Skills you'll gain: Network Security, Cybersecurity, Cyber Attacks, Infrastructure Security, Threat Detection, Computer Networking, Data Centers, General Networking, Threat Management, Network Planning And Design, Firewall, Network Protocols, Cloud Computing, TCP/IP, Encryption

      4.7
      Rating, 4.7 out of 5 stars
      ·
      224 reviews

      Beginner · Course · 1 - 3 Months

    • U

      Universidade de São Paulo

      Inove na gestão de equipes e negócios: O crescimento da empresa

      Skills you'll gain: Talent Management, Team Management, Product Development, Business Planning, Decision Making, Agile Product Development, Operational Analysis, Strategic Prioritization, Leadership, Business Priorities, Business Strategy, Culture Transformation, A/B Testing, Scalability, Employee Engagement

      4.8
      Rating, 4.8 out of 5 stars
      ·
      263 reviews

      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…848586…301

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

    • Manejo moderno de la caries dental: Universidad Nacional Autónoma de México
    • Effective Sales – An Overview: Fundação Instituto de Administração
    • Introducción al Aprendizaje Universitario: Pontificia Universidad Católica de Chile
    • Orden y manejo del tiempo: Universidad Nacional Autónoma de México
    • Business Strategies for Social Impact: University of Pennsylvania
    • How to create a Jira SCRUM project: Coursera Project Network
    • Marketing digital e e-commerce do Google: Google
    • Trademark Law: University of Pennsylvania
    • Microsoft Generative AI for Data Analysis: Microsoft
    • Hiring Practices: University of California, Irvine

    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