• 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 Michigan

      Impacts of the Environment on Global Public Health

      Skills you'll gain: Demography, Environmental Regulations, Environment Health And Safety, Social Justice, Systems Thinking, Environmental Policy, Environmental Issue, Public Health, Health Equity, Environment, Health Disparities, Health Systems, Health Policy, Environmental Science, Pollution Prevention, Risk Management, Sanitation, Energy and Utilities, Mitigation, Occupational Safety and Health Administration (OSHA)

      4.7
      Rating, 4.7 out of 5 stars
      ·
      236 reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Corporate Finance I: Measuring and Promoting Value Creation

      Skills you'll gain: Mergers & Acquisitions, Working Capital, Financial Analysis, Business Valuation, Financial Statement Analysis, Financial Management, Corporate Finance, Return On Investment, Capital Budgeting, Cash Flows, Investment Management, Cash Flow Forecasting, Performance Measurement, Financial Forecasting, Risk Analysis

      Build toward a degree

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.2K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of California, Irvine

      Blockchain

      Skills you'll gain: Blockchain, Cryptography, Encryption, FinTech, Data Sharing, Transaction Processing, Distributed Computing, Payment Systems, Supply Chain Systems, Data Integrity, Emerging Technologies, Digital Assets, Authentications, Software Systems, Data Security, Computer Systems, Software Architecture, Network Security, Version Control, Network Analysis

      4.1
      Rating, 4.1 out of 5 stars
      ·
      222 reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Maryland, College Park

      New Venture Finance: Startup Funding for Entrepreneurs

      Skills you'll gain: Entrepreneurial Finance, Sales Presentation, Entrepreneurship, Capital Markets, Finance, Fundraising, Private Equity, Business Valuation, Contract Negotiation, Financial Modeling, Investments, Due Diligence, Business Planning, Cash Flows, Presentations, Storytelling

      4.6
      Rating, 4.6 out of 5 stars
      ·
      477 reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Cape Town

      Fintech Startups in Emerging Markets

      Skills you'll gain: Design Thinking, Entrepreneurship, Business Modeling, Blockchain, Cryptography, Financial Regulations, FinTech, Regulation and Legal Compliance, Financial Regulation, Emerging Technologies, Video Production, Innovation, Business Planning, Business Strategies, Market Opportunities, Ledgers (Accounting), Data Encryption Standard, Banking, Machine Learning, New Business Development

      4.7
      Rating, 4.7 out of 5 stars
      ·
      237 reviews

      Beginner · Specialization · 3 - 6 Months

    • P

      Politecnico di Milano

      Designing Learning Innovation

      Skills you'll gain: Pedagogy, Course Development, Instructional and Curriculum Design, Instructional Strategies, Student Engagement, Educational Materials, Innovation, Curriculum Planning, Student-Centred Learning, Learning Theory, Open Source Technology, Learning Strategies

      4.9
      Rating, 4.9 out of 5 stars
      ·
      679 reviews

      Beginner · Course · 1 - 3 Months

    • Y

      Yonsei University

      Spatial Data Science and Applications

      Skills you'll gain: Spatial Data Analysis, Geographic Information Systems, Geospatial Mapping, Database Management Systems, Big Data, Apache Hadoop, Data Modeling, PostgreSQL, Network Analysis

      4.4
      Rating, 4.4 out of 5 stars
      ·
      520 reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Michigan

      Responsible Generative AI

      Skills you'll gain: Generative AI, Governance, Data Management, Compliance Management, Consumer Behaviour, Regulatory Compliance, Business Risk Management, Business Operations, Data Ethics, Automation, Stakeholder Management, Workforce Development, Artificial Intelligence, Technology Strategies, Cost Benefit Analysis, Business Ethics, Labor Relations, Human Resources, Operational Risk, Strategic Thinking

      4.7
      Rating, 4.7 out of 5 stars
      ·
      126 reviews

      Beginner · Specialization · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      D

      Duke University

      Business Impact

      Skills you'll gain: Financial Analysis, Financial Data, Operational Efficiency, Business Metrics, Financial Management, Profit and Loss (P&L) Management, Business Strategy, Return On Investment, Strategic Decision-Making, Business Analysis, Performance Analysis

      4.8
      Rating, 4.8 out of 5 stars
      ·
      23 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: New
      New
      Status: Free Trial
      Free Trial
      I

      Interactive Brokers

      Investing using Value, Growth, Momentum and Economics

      Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Investments, Supply And Demand, Real Estate, Income Statement, Balance Sheet, Risk Management, Property and Real Estate, Market Dynamics, Market Trend, Portfolio Management, Growth Strategies, Consumer Behaviour, Business Economics, Economics, Business Valuation, Financial Trading, Technical Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      11 reviews

      Beginner · Specialization · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of California, Irvine

      Trabaja inteligentemente, no más duro: Gestión del tiempo para la productividad personal y profesional

      Skills you'll gain: Time Management, Scheduling, Goal Setting, Prioritization, Productivity, Delegation Skills, Personal Development, Organizational Skills, Self-Awareness, Overcoming Obstacles, Expectation Management, Communication

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.8K reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: New
      New
      Status: Free Trial
      Free Trial
      J

      Johns Hopkins University

      Johns Hopkins Medical Office Manager

      Skills you'll gain: Medical Billing and Coding, Patient Registration, Care Management, Medical Privacy, Revenue Cycle Management, Practice Management, Organizational Change, Change Management, Performance Review, Data Management, ICD Coding (ICD-9/ICD-10), Medical Terminology, Claims Processing, Human Resource Policies, Patient Safety, Continuous Quality Improvement (CQI), Case Management, Performance Improvement, Data Integrity, Healthcare Industry Knowledge

      4.8
      Rating, 4.8 out of 5 stars
      ·
      58 reviews

      Beginner · Professional Certificate · 3 - 6 Months

    Financial Planning learners also search

    Financial Planning And Analysis
    Financial Management
    Financial Analysis
    Financial Engineering
    Financial Modeling
    Financial Accounting
    Financial Trading
    Finance
    1…656667…300

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

    • Impacts of the Environment on Global Public Health: University of Michigan
    • Corporate Finance I: Measuring and Promoting Value Creation: University of Illinois Urbana-Champaign
    • Blockchain: University of California, Irvine
    • New Venture Finance: Startup Funding for Entrepreneurs: University of Maryland, College Park
    • Fintech Startups in Emerging Markets: University of Cape Town
    • Designing Learning Innovation: Politecnico di Milano
    • Spatial Data Science and Applications: Yonsei University
    • Responsible Generative AI: University of Michigan
    • Business Impact: Duke University
    • Investing using Value, Growth, Momentum and Economics: Interactive Brokers

    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