• 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

    • U

      Universidad de los Andes

      Tratando los síntomas urinarios por HPB

      Skills you'll gain: Patient Evaluation, Urology, Treatment Planning, Medical Imaging, Preventative Care, Patient Treatment, Epidemiology, Public Health and Disease Prevention, Risk Analysis, Medical Terminology, Pharmacology, Surgery

      5
      Rating, 5 out of 5 stars
      ·
      16 reviews

      Intermediate · Course · 1 - 3 Months

    • A

      Arizona State University

      Care: The First Step in Tech Innovation for Entrepreneurs

      Skills you'll gain: Innovation, Entrepreneurship, Lean Methodologies, Team Oriented, Ideation, Business Research, Complex Problem Solving, Decision Making, Analysis, Customer Insights

      4.9
      Rating, 4.9 out of 5 stars
      ·
      10 reviews

      Beginner · Course · 1 - 3 Months

    • Status: New
      New
      I

      Interactive Brokers

      Introduction to Value Investing

      Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Income Statement, Balance Sheet, Business Metrics, Business Valuation, Annual Reports, Competitive Analysis, Business Research, Risk Analysis, Investments, Key Performance Indicators (KPIs), Investment Management, Portfolio Management

      Beginner · Course · 1 - 4 Weeks

    • T

      Tecnológico de Monterrey

      Corporate Entrepreneurship

      Skills you'll gain: Innovation, Entrepreneurship, Team Management, Business Strategy, Organizational Strategy, Program Evaluation, Business Management, Culture Transformation, New Business Development, Strategic Leadership, Growth Strategies

      4.9
      Rating, 4.9 out of 5 stars
      ·
      7 reviews

      Advanced · Course · 1 - 4 Weeks

    • L

      L&T EduTech

      Highway Geometry and Pavement Design

      Skills you'll gain: Civil Engineering, Civil and Architectural Engineering, Construction, Public Works, Engineering Design Process, Structural Analysis, Engineering Calculations, Laboratory Testing

      Intermediate · Course · 1 - 3 Months

    • Status: Free
      Free
      J

      Johns Hopkins University

      Helping Families Avoid Negative Court Involvement Teach-Out

      Skills you'll gain: Legal Strategy, Legal Risk, Family Law, Proactivity, Mediation, Conflict Management, Planning, Communication

      4.2
      Rating, 4.2 out of 5 stars
      ·
      9 reviews

      Beginner · Course · 1 - 4 Weeks

    • U

      University of Colorado Boulder

      Resilience Engineering and Leadership in Crisis

      Skills you'll gain: Crisis Management, Systems Thinking, Leadership, Strategic Communication, Threat Management, Change Management, Threat Detection, Organizational Leadership, Infrastructure Security, Business Continuity, Communication Strategies, Disaster Recovery, Organizational Change, Emergency Response, Engineering Management, Business Ethics, Risk Management, Risk Analysis, Complex Problem Solving, Decision Making

      Build toward a degree

      Intermediate · Specialization · 3 - 6 Months

    • U

      University of Colorado Boulder

      Building Your Artistic Brand

      Skills you'll gain: Brand Strategy, Market Research, Branding, Target Audience, Social Media Marketing, Competitive Analysis, Brand Awareness, Market Analysis, Customer Engagement, Professional Networking, Marketing Strategies, Social Media Strategy, Performing Arts, Content Strategy, Entrepreneurship

      4.8
      Rating, 4.8 out of 5 stars
      ·
      9 reviews

      Intermediate · Course · 1 - 4 Weeks

    • L

      L&T EduTech

      AI Principles with Edge Computing

      Skills you'll gain: Artificial Intelligence, Internet Of Things, Unsupervised Learning, Python Programming, Deep Learning, Applied Machine Learning, Machine Learning, Image Analysis, Artificial Neural Networks, Reinforcement Learning, Computer Vision, Supervised Learning, Emerging Technologies, Solution Architecture, Natural Language Processing

      Intermediate · Course · 1 - 3 Months

    • Status: Free
      Free
      U

      University of Michigan

      Leveraging Generative AI for Social Impact Organizations

      Skills you'll gain: Prompt Engineering, Generative AI, Workflow Management, Service Improvement, Resource Utilization, ChatGPT, Customer experience improvement, Business Process Automation, Capacity Planning, Artificial Intelligence, Content Creation, Business Ethics, Automation, Data Management

      4.4
      Rating, 4.4 out of 5 stars
      ·
      9 reviews

      Beginner · Course · 1 - 3 Months

    • C

      Coursera Project Network

      Create User Stories in Miro

      Skills you'll gain: User Story, Backlogs, Product Roadmaps, User Requirements Documents, Sprint Planning, Wireframing, Product Planning, Agile Methodology, Prioritization

      4.4
      Rating, 4.4 out of 5 stars
      ·
      8 reviews

      Beginner · Guided Project · Less Than 2 Hours

    • Y

      Yunus Social Business Fund Bengaluru

      Value and Business Decision Making

      Skills you'll gain: Cash Flows, Financial Analysis, Decision Making, Risk Analysis, Business Valuation, Strategic Decision-Making, Environmental Social And Corporate Governance (ESG), Capital Budgeting, Stakeholder Management, Finance, Business Ethics, Return On Investment, Corporate Sustainability, Economics, Policy, and Social Studies

      4.9
      Rating, 4.9 out of 5 stars
      ·
      9 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…227228229…293

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

    • Tratando los síntomas urinarios por HPB: Universidad de los Andes
    • Care: The First Step in Tech Innovation for Entrepreneurs: Arizona State University
    • Introduction to Value Investing: Interactive Brokers
    • Corporate Entrepreneurship: Tecnológico de Monterrey
    • Highway Geometry and Pavement Design: L&T EduTech
    • Helping Families Avoid Negative Court Involvement Teach-Out: Johns Hopkins University
    • Resilience Engineering and Leadership in Crisis: University of Colorado Boulder
    • Building Your Artistic Brand: University of Colorado Boulder
    • AI Principles with Edge Computing: L&T EduTech
    • Leveraging Generative AI for Social Impact Organizations: University of Michigan

    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