• 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
      U

      University of Alberta

      Agile Planning for Software Products

      Skills you'll gain: Project Planning, Sprint Planning, Risk Management Framework, User Story, Backlogs, Agile Methodology, User Requirements Documents, Functional Requirement, Agile Project Management, Requirements Analysis

      4.8
      Rating, 4.8 out of 5 stars
      ·
      2K reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      S

      SoFi

      Risk Management in Personal Finance

      Skills you'll gain: Estate Planning, Insurance, Financial Planning, Asset Protection, Risk Management, Needs Assessment

      4.7
      Rating, 4.7 out of 5 stars
      ·
      52 reviews

      Beginner · 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
      ·
      951 reviews

      Beginner · Specialization · 3 - 6 Months

    • Y

      Yonsei University

      Wireless Communications for Everybody

      Skills you'll gain: Wireless Networks, Telecommunications, Network Architecture, Digital Communications, Network Planning And Design, Network Protocols, Capacity Management, Emerging Technologies

      4.7
      Rating, 4.7 out of 5 stars
      ·
      2.5K reviews

      Beginner · Course · 1 - 3 Months

    • U

      University of Pennsylvania

      Removing Barriers to Change

      Skills you'll gain: Influencing, Persuasive Communication, Organizational Change, Change Management, Overcoming Obstacles, Open Mindset, Cognitive flexibility, Behavioral Economics, Decision Making, Consumer Behaviour

      4.9
      Rating, 4.9 out of 5 stars
      ·
      460 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Colorado System

      Fundamentals of Network Communication

      Skills you'll gain: Digital Communications, OSI Models, Network Protocols, TCP/IP, Network Routing, Network Architecture, Network Planning And Design, Computer Networking, Network Model, System Programming, Data Integrity

      4.6
      Rating, 4.6 out of 5 stars
      ·
      2.4K reviews

      Intermediate · Course · 1 - 3 Months

    • Y

      Yonsei University

      Introduction to TCP/IP

      Skills you'll gain: TCP/IP, Network Protocols, Network Routing, Network Security, General Networking, Intrusion Detection and Prevention, File Transfer Protocol (FTP), Dynamic Host Configuration Protocol (DHCP), Network Architecture, System Configuration, Network Analysis

      4.6
      Rating, 4.6 out of 5 stars
      ·
      2.8K reviews

      Beginner · Course · 1 - 3 Months

    • U

      University of California, Irvine

      اعمل بذكاء أكبر لا بجهد أكثر: إدارة الوقت الشخصي والمهني

      Skills you'll gain: Time Management, Planning, Delegation Skills, Resource Management, Expectation Management, Organizational Skills, Productivity, Personal Development, Prioritization, Overcoming Obstacles, Goal Setting, Decision Making

      4.8
      Rating, 4.8 out of 5 stars
      ·
      809 reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      I

      INSEAD

      Blockchain Revolution in Financial Services

      Skills you'll gain: Blockchain, Digital Assets, FinTech, Plan Execution, Business Strategy, Strategic Decision-Making, Governance, Feasibility Studies, Financial Services, Financial Regulation, Ledgers (Accounting), Work Breakdown Structure, Project Implementation, Business Modeling, Market Opportunities, Banking Services, Financial Systems, Cryptography, Design, Emerging Technologies

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Minnesota

      Integrative Nursing

      Skills you'll gain: Contraindication, Nursing Practices, Nursing Management, Clinical Leadership, Patient Evaluation, Nursing, Nursing Process, Clinical Nursing, Nursing and Patient Care, Patient Education And Counseling, Mindfulness, Patient Referral, Health Assessment, Treatment Planning, Nursing Care, Personal Care, Patient Treatment, Stress Management, Music, Education Software and Technology

      4.8
      Rating, 4.8 out of 5 stars
      ·
      887 reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Michigan

      The Future of Payment Technologies

      Skills you'll gain: Payment Systems, Payment Processing, Mobile Banking, FinTech, Credit/Debit Card Processing, Payment Processing and Collection, Point of Sale, Transaction Processing, Emerging Technologies, Digital Assets

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.7K reviews

      Beginner · Course · 1 - 4 Weeks

    • 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

    Financial Planning learners also search

    Financial Planning And Analysis
    Financial Management
    Financial Analysis
    Financial Engineering
    Financial Modeling
    Financial Accounting
    Financial Trading
    Finance
    1…555657…299

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

    • Agile Planning for Software Products: University of Alberta
    • Risk Management in Personal Finance: SoFi
    • Gestión de Proyectos: Tecnológico de Monterrey
    • Wireless Communications for Everybody: Yonsei University
    • Removing Barriers to Change: University of Pennsylvania
    • Fundamentals of Network Communication: University of Colorado System
    • Introduction to TCP/IP: Yonsei University
    • اعمل بذكاء أكبر لا بجهد أكثر: إدارة الوقت الشخصي والمهني: University of California, Irvine
    • Blockchain Revolution in Financial Services: INSEAD
    • Integrative Nursing: University of Minnesota

    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