• 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

      University of Pennsylvania

      Social Norms, Social Change II

      Skills you'll gain: Public Policies, Policy Analysis, Social Sciences, Sociology, Community Development, Behavioral Economics, Cultural Diversity, Trend Analysis, Psychology, Media and Communications

      4.8
      Rating, 4.8 out of 5 stars
      ·
      445 reviews

      Beginner · Course · 1 - 4 Weeks

    • E

      Erasmus University Rotterdam

      Local Economic Development

      Skills you'll gain: Economic Development, Community Development, Entrepreneurship, Project Design, Global Marketing, Socioeconomics, International Relations, Business Development, New Business Development, Innovation, Public Policies, Policy Development, Governance

      4.8
      Rating, 4.8 out of 5 stars
      ·
      380 reviews

      Beginner · Course · 1 - 3 Months

    • N

      National Academy of Sports Medicine

      National Academy of Sports Medicine Nutrition Essentials

      Skills you'll gain: Nutrition and Diet, Nutrition Education, Health Assessment, Coaching, Preventative Care, Behavior Management

      4.6
      Rating, 4.6 out of 5 stars
      ·
      77 reviews

      Beginner · Course · 1 - 4 Weeks

    • U

      University of Cape Town

      Severe to Profound Intellectual Disability: Circles of Care and Education

      Skills you'll gain: Developmental Disabilities, Disabilities, Working With Children, Caregiving, Training Programs, Teaching, Human Learning, Special Education, Child Development, Activities of Daily Living (ADLs), Community Mental Health Services, Advocacy, Care Coordination, Learning Strategies, Instructional Strategies, Curriculum Development

      4.8
      Rating, 4.8 out of 5 stars
      ·
      182 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      ESG Impact: Investor Perspective

      Skills you'll gain: Environmental Social And Corporate Governance (ESG), Corporate Sustainability, Investments, Investment Management, Return On Investment, Portfolio Management, Business Ethics, Sustainability Reporting, Due Diligence, Environmental Management Systems, Business Metrics, Stakeholder Management, Market Trend, Risk Analysis, Risk Management, Performance Measurement, Governance, Corporate Finance, Performance Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      232 reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      C

      Copenhagen Business School

      Identifying Social Entrepreneurship Opportunities

      Skills you'll gain: Business Modeling, Entrepreneurship, Market Opportunities, Community Development, Social Sciences, Business Strategy, Entrepreneurial Finance, Ideation, Needs Assessment, Team Building, Innovation, Revenue Management, Empowerment

      4.6
      Rating, 4.6 out of 5 stars
      ·
      317 reviews

      Beginner · Course · 1 - 3 Months

    • U

      Universidad Nacional Autónoma de México

      Seguridad hídrica

      Skills you'll gain: Water Resources, Natural Resource Management, Sanitation, Environmental Resource Management, Environmental Science, Environmental Engineering, Civil Engineering, Environment, Energy and Utilities, Health Equity, Security Strategy, Pollution Prevention, Risk Management, Economic Development, Mitigation, Governance, Economics, Community Development, Policy Development

      4.9
      Rating, 4.9 out of 5 stars
      ·
      487 reviews

      Beginner · Course · 1 - 3 Months

    • É

      École Polytechnique Fédérale de Lausanne

      Economie du sol et de l'immobilier I

      Skills you'll gain: Real Estate, Property and Real Estate, Market Dynamics, Return On Investment, Economics, Financial Analysis, Price Negotiation, Business Valuation, Investments, Capital Budgeting, Consumer Behaviour, Competitive Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      260 reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      I

      Infosec

      Cybersecurity Risk Management Framework

      Skills you'll gain: Risk Management Framework, Cyber Risk, Federal Information Security Management Act, NIST 800-53, Systems Development Life Cycle, Cybersecurity, Security Management, Cyber Governance, Cyber Security Strategy, Risk Management, Security Controls, Infrastructure Security, Cyber Security Assessment, Vulnerability Assessments, Authorization (Computing), Security Requirements Analysis, Continuous Monitoring, Cyber Security Policies, Information Assurance, Information Systems Security

      4.4
      Rating, 4.4 out of 5 stars
      ·
      195 reviews

      Beginner · Specialization · 3 - 6 Months

    • U

      University of Cape Town

      Innovative Finance: Hacking finance to change the world

      Skills you'll gain: Design Thinking, Risk Management, Business Modeling, Innovation, Performance Measurement, Socioeconomics, Resource Management, Strategic Partnership, Financial Analysis, Entrepreneurial Finance, Finance, Stakeholder Management, Due Diligence, Contract Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      149 reviews

      Beginner · Course · 1 - 3 Months

    • I

      IE Business School

      Legal Tech & Startups

      Skills you'll gain: Growth Strategies, Technology Strategies, Market Trend, Entrepreneurship, New Business Development, Emerging Technologies, Digital Transformation, Interviewing Skills

      4.5
      Rating, 4.5 out of 5 stars
      ·
      241 reviews

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      I

      Indian School of Business

      Creating a Portfolio

      Skills you'll gain: Portfolio Management, Investment Management, Performance Analysis, Financial Market, Text Mining, Technical Analysis, Market Analysis, Risk Management, Compliance Management, Risk Analysis, Regulatory Requirements, Benchmarking

      4.5
      Rating, 4.5 out of 5 stars
      ·
      319 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…747576…301

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

    • Social Norms, Social Change II: University of Pennsylvania
    • Local Economic Development: Erasmus University Rotterdam
    • National Academy of Sports Medicine Nutrition Essentials: National Academy of Sports Medicine
    • Severe to Profound Intellectual Disability: Circles of Care and Education: University of Cape Town
    • ESG Impact: Investor Perspective: University of Pennsylvania
    • Identifying Social Entrepreneurship Opportunities: Copenhagen Business School
    • Seguridad hídrica: Universidad Nacional Autónoma de México
    • Economie du sol et de l'immobilier I: École Polytechnique Fédérale de Lausanne
    • Cybersecurity Risk Management Framework: Infosec
    • Innovative Finance: Hacking finance to change the world : University of Cape Town

    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