• 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

    • Status: Free Trial
      Free Trial
      U

      University of London

      Business and Marketing Strategies

      Skills you'll gain: Operations Management, Process Design, Operational Excellence, Business Operations, Marketing Planning, Strategic Marketing, Manufacturing Operations, Marketing Strategy and Techniques, Operational Efficiency, Consumer Behaviour, Competitive Analysis, Marketing, Business Ethics, Marketing Psychology, Global Marketing, Social Sciences, International Relations, Culture, Business Management, Marketing Analytics

      4.5
      Rating, 4.5 out of 5 stars
      ·
      353 reviews

      Beginner · Specialization · 3 - 6 Months

    • Y

      Yale University

      Introduction to Medical Software

      Skills you'll gain: Clinical Trials, Software Development Life Cycle, Software Quality Assurance, Systems Development, Usability, Software Development, Medical Privacy, Human Computer Interaction, Verification And Validation, Risk Management, Medical Management, User Interface (UI), Health Care Procedure and Regulation, Software Design, Healthcare Industry Knowledge, Regulatory Compliance, Health Technology, Entrepreneurship, Artificial Intelligence and Machine Learning (AI/ML), Cybersecurity

      4.8
      Rating, 4.8 out of 5 stars
      ·
      263 reviews

      Intermediate · Course · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      Omnichannel Retail Strategy

      Skills you'll gain: Human Capital, Employee Retention, Workforce Development, Employee Training, Talent Management, Digital Transformation, Organizational Strategy, Human Resources, Employee Engagement, Supply Chain Management, E-Commerce, Customer experience strategy (CX), Supply Chain, Brand Strategy, Analytics, Brand Management, Business Analytics, Marketing Strategies, Customer Insights, Brand Loyalty

      4.7
      Rating, 4.7 out of 5 stars
      ·
      389 reviews

      Beginner · Specialization · 1 - 3 Months

    • U

      Universidad Austral

      Finanzas Corporativas

      Skills you'll gain: Financial Statement Analysis, Financial Modeling, Corporate Finance, Financial Management, Financial Analysis, Income Statement, Balance Sheet, Capital Budgeting, Risk Analysis, Risk Management, Investment Management, Financial Forecasting, Cash Flows, Return On Investment, Microsoft Excel

      4.7
      Rating, 4.7 out of 5 stars
      ·
      507 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      R

      Rice University

      Engineering Project Management: Scope, Time and Cost Management

      Skills you'll gain: Project Scoping, Cost Management, Scope Management, Project Estimation, Project Schedules, Earned Value Management, Scheduling, Work Breakdown Structure, Requirements Management, Timelines, Change Management, Budget Management, Project Management, Project Documentation

      4.8
      Rating, 4.8 out of 5 stars
      ·
      1.4K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      G

      Google Cloud

      Gemini for Google Workspace

      Skills you'll gain: Storytelling, Video Production, Workflow Management, Photo/Video Production and Technology, Prompt Engineering, Video Editing, Google Workspace, Generative AI, Productivity Software, Google Sheets, Gmail, Project Planning, Multimedia, Media Production, Spreadsheet Software, Operational Efficiency, Process Improvement, AI Personalization, Google Docs, Collaborative Software

      4.5
      Rating, 4.5 out of 5 stars
      ·
      144 reviews

      Beginner · Specialization · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      S

      Starweaver

      Certified Business Analysis Professional™ (CBAP®)

      Skills you'll gain: Process Analysis, Requirements Elicitation, Business Analysis, Risk Analysis, Backlogs, Requirements Management, Stakeholder Engagement, Business Process, User Requirements Documents, User Story, Business Requirements, Requirements Analysis, Business Modeling, Business Process Improvement, Business Intelligence, Business Risk Management, Business Strategies, Financial Analysis, Performance Measurement, Business Planning

      4.7
      Rating, 4.7 out of 5 stars
      ·
      257 reviews

      Intermediate · Specialization · 3 - 6 Months

    • T

      The State University of New York

      How To Create a Website in a Weekend! (Project-Centered Course)

      Skills you'll gain: Web Design, WordPress, Web Language, HTML and CSS, Browser Compatibility, Web Content, Web Development, Web Analytics and SEO, Responsive Web Design, Cross Platform Development, Content Management

      3.3
      Rating, 3.3 out of 5 stars
      ·
      581 reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      What is Corruption: Anti-Corruption and Compliance

      Skills you'll gain: Compliance Management, Law, Regulation, and Compliance, Legal Risk, Business Ethics, Internal Controls, Risk Analysis, Risk Mitigation, Ethical Standards And Conduct, Due Diligence, Employee Training

      4.9
      Rating, 4.9 out of 5 stars
      ·
      627 reviews

      Mixed · Course · 1 - 4 Weeks

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

      Illinois Tech

      Business Management Essentials

      Skills you'll gain: Process Improvement, Process Management, Global Marketing, Business Process, Business Process Management, Financial Statement Analysis, Process Analysis, Financial Statements, Brand Management, Leadership and Management, Financial Analysis, Marketing, Team Leadership, Strategic Marketing, Organizational Change, Decision Making, Cultural Diversity, Branding, Inventory Accounting, Generally Accepted Accounting Principles (GAAP)

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      260 reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      T

      The Hong Kong University of Science and Technology

      Software Engineering

      Skills you'll gain: Software Design Patterns, Requirements Analysis, Software Architecture, Acceptance Testing, Software Development Methodologies, Unified Modeling Language, Software Development Life Cycle, Configuration Management, Software Quality Assurance, Debugging, Software Design, Process Driven Development, Software Engineering, Quality Assurance, Software Testing, Object Oriented Design, Functional Requirement, Systems Analysis, Data Modeling, Object Oriented Programming (OOP)

      4.6
      Rating, 4.6 out of 5 stars
      ·
      509 reviews

      Intermediate · Specialization · 3 - 6 Months

    • I

      ISC2

      ISC2 Systems Security Certified Practitioner (SSCP)

      Skills you'll gain: Incident Response, Security Controls, Cryptography, Malware Protection, Key Management, Vulnerability Assessments, Risk Management, Continuous Monitoring, Public Key Infrastructure, Endpoint Security, Disaster Recovery, Computer Security Incident Management, OSI Models, Network Security, Encryption, Authentications, Mobile Security, Operational Risk, Security Awareness, Authorization (Computing)

      4.7
      Rating, 4.7 out of 5 stars
      ·
      219 reviews

      Beginner · Specialization · 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…505152…301

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

    • Business and Marketing Strategies: University of London
    • Introduction to Medical Software: Yale University
    • Omnichannel Retail Strategy: University of Pennsylvania
    • Finanzas Corporativas: Universidad Austral
    • Engineering Project Management: Scope, Time and Cost Management: Rice University
    • Gemini for Google Workspace: Google Cloud
    • Certified Business Analysis Professional™ (CBAP®): Starweaver
    • How To Create a Website in a Weekend! (Project-Centered Course): The State University of New York
    • What is Corruption: Anti-Corruption and Compliance: University of Pennsylvania
    • Business Management Essentials: Illinois Tech

    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
    • Manage Cookie Preferences
    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