• 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

    • Status: Free Trial
      Free Trial
      I

      IE Business School

      Globalization, Economic Growth and Stability

      Skills you'll gain: Financial Policy, International Finance, Public Policies, Economics, Economic Development, Economics, Policy, and Social Studies, Market Opportunities, Business Economics, International Relations, Tax, Global Marketing, Policy Analysis, Socioeconomics, Demography, Business Risk Management, Crisis Management, Fiscal Management, Supply And Demand, Analysis, Financial Systems

      4.8
      Rating, 4.8 out of 5 stars
      ·
      1.3K reviews

      Intermediate · Specialization · 3 - 6 Months

    • U

      University of Alberta

      Mountains 101

      Skills you'll gain: Environment, Physical Science, Biology, Water Resources, Environmental Monitoring, Cultural Diversity, Social Studies, Natural Resource Management, Environmental Science, Risk Management, Anthropology, World History

      4.9
      Rating, 4.9 out of 5 stars
      ·
      2.6K reviews

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      G

      Google

      Google Project Management (PT)

      Skills you'll gain: Quality Management, Backlogs, Project Closure, Project Planning, Sprint Retrospectives, Project Scoping, Team Leadership, Project Management Life Cycle, Agile Project Management, Communication Planning, Continuous Improvement Process, Process Improvement, Project Management, Project Management Software, Change Control, Project Controls, Project Schedules, Agile Methodology, Requirements Analysis, Change Management

      4.9
      Rating, 4.9 out of 5 stars
      ·
      2.5K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      IBM

      Introduction to Web Development with HTML, CSS, JavaScript

      Skills you'll gain: Hypertext Markup Language (HTML), HTML and CSS, Web Development, Web Development Tools, Cascading Style Sheets (CSS), Front-End Web Development, Web Design, Javascript, Interactive Design, Web Applications, Full-Stack Web Development, Back-End Web Development

      4.6
      Rating, 4.6 out of 5 stars
      ·
      2.3K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      D

      Deep Teaching Solutions

      Uncommon Sense Teaching

      Skills you'll gain: Lesson Planning, Critical Thinking, Classroom Management, Stress Management, Instructional Strategies, Teaching, Curriculum Planning, Student Engagement, Learning Strategies, Learning Theory, Differentiated Instruction, Human Learning, Special Education, Time Management, Disabilities, Education Software and Technology, Learning Styles, Discussion Facilitation, Mental Concentration, Learning Management Systems

      4.9
      Rating, 4.9 out of 5 stars
      ·
      720 reviews

      Beginner · Specialization · 1 - 3 Months

    • H

      HEC Paris

      Devenir entrepreneur du changement

      Skills you'll gain: Innovation, Entrepreneurship, Visionary, Business Modeling, Empowerment, Self-Awareness, Action Oriented

      4.7
      Rating, 4.7 out of 5 stars
      ·
      625 reviews

      Mixed · Course · 1 - 3 Months

    • K

      Kennesaw State University

      Business Model Canvas: A Tool for Entrepreneurs and Innovators (Project-Centered Course)

      Skills you'll gain: Value Propositions, Business Modeling, Presentations, Customer Analysis, Innovation, Business Process, Customer Relationship Management, Entrepreneurship, Target Market, Marketing Channel, Business Strategy, Strategic Partnership, Cost Management, Revenue Management, Resource Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      654 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Maryland, College Park

      Developing Innovative Ideas for New Companies: The First Step in Entrepreneurship

      Skills you'll gain: Business Modeling, Strategic Decision-Making, Entrepreneurship, Market Opportunities, Ideation, Innovation, Business Strategies, Customer Insights, Market Analysis, New Business Development, Competitive Analysis, Value Propositions

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.4K reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      S

      SoFi

      Saving Money for the Future

      Skills you'll gain: Safety and Security, Financial Planning, Goal Setting, Budgeting, Estate Planning, Investments, Higher Education, Mortgage Loans, Decision Making

      4.5
      Rating, 4.5 out of 5 stars
      ·
      34 reviews

      Beginner · Course · 1 - 4 Weeks

    • C

      Commonwealth Education Trust

      Foundations of Teaching for Learning: Introduction

      Skills you'll gain: Creative Thinking, Classroom Management, Teaching, Adaptability, Education and Training, Pedagogy, Instructional Strategies, Professionalism, Instructing, Curriculum Planning, Student Engagement, Professional Development, Learning Theory, Collaboration

      4.6
      Rating, 4.6 out of 5 stars
      ·
      832 reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      T

      Tecnológico de Monterrey

      Gestión de Proyectos

      Skills you'll gain: Coordinating, Agile Project Management, Project Management Life Cycle, Negotiation, Team Management, Project Risk Management, Agile Methodology, Resource Allocation, Emotional Intelligence, Project Planning, Leadership, Resource Management, Risk Analysis, Project Management Institute (PMI) Methodology, Project Management, Leadership and Management, Project Schedules, Project Scoping, Scaled Agile Framework, Sprint Planning

      4.8
      Rating, 4.8 out of 5 stars
      ·
      948 reviews

      Beginner · Specialization · 3 - 6 Months

    • S

      Stanford University

      Game Theory II: Advanced Applications

      Skills you'll gain: Game Theory, Bidding, Social Sciences, Resource Allocation, Political Sciences, Economics, Behavioral Economics, Negotiation, Mathematical Theory & Analysis, Probability & Statistics

      4.7
      Rating, 4.7 out of 5 stars
      ·
      642 reviews

      Advanced · 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…434445…299

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

    • Globalization, Economic Growth and Stability: IE Business School
    • Mountains 101: University of Alberta
    • Google Project Management (PT): Google
    • Introduction to Web Development with HTML, CSS, JavaScript: IBM
    • Uncommon Sense Teaching: Deep Teaching Solutions
    • Devenir entrepreneur du changement: HEC Paris
    • Business Model Canvas: A Tool for Entrepreneurs and Innovators (Project-Centered Course): Kennesaw State University
    • Developing Innovative Ideas for New Companies: The First Step in Entrepreneurship: University of Maryland, College Park
    • Saving Money for the Future: SoFi
    • Foundations of Teaching for Learning: Introduction: Commonwealth Education Trust

    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