• 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 Illinois Urbana-Champaign

      Managerial Accounting: Tools for Facilitating and Guiding Business Decisions

      Skills you'll gain: Management Accounting, Performance Measurement, Cost Accounting, Variance Analysis, Budgeting, Accounting, Capital Budgeting, Organizational Strategy, Key Performance Indicators (KPIs), Financial Analysis, Financial Statements, Return On Investment, Organizational Structure, Decision Making

      Build toward a degree

      4.7
      Rating, 4.7 out of 5 stars
      ·
      635 reviews

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of California, Irvine

      Presentations: Speaking so that People Listen

      Skills you'll gain: Verbal Communication Skills, Presentations, Public Speaking, Non-Verbal Communication, Communication, Constructive Feedback, Stress Management, Organizational Skills, Planning

      4.6
      Rating, 4.6 out of 5 stars
      ·
      376 reviews

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Investments II: Lessons and Applications for Investors

      Skills you'll gain: Investments, Portfolio Management, Finance, Return On Investment, Behavioral Economics, Equities, Financial Market, Asset Management, Performance Analysis, Income Tax, Decision Making, Benchmarking

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      870 reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      G

      Google Cloud

      Google Calendar

      Skills you'll gain: Google Workspace, Calendar Management, Setting Appointments, Collaborative Software, Organizational Skills, Productivity Software, Scheduling, Event Management, Data Sharing

      4.7
      Rating, 4.7 out of 5 stars
      ·
      326 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      S

      SkillUp EdTech

      Introduction to Scrum Master Profession

      Skills you'll gain: Sprint Retrospectives, Sprint Planning, Agile Project Management, Meeting Facilitation, Project Management, Agile Methodology, Stakeholder Management, Employee Coaching, Initiative and Leadership, Communication, Analysis

      4.6
      Rating, 4.6 out of 5 stars
      ·
      328 reviews

      Beginner · Course · 1 - 4 Weeks

    • U

      Universidade de São Paulo

      Inove na gestão de equipes e negócios: O crescimento da empresa

      Skills you'll gain: Talent Management, Team Management, Product Development, Business Planning, Decision Making, Agile Product Development, Operational Analysis, Strategic Prioritization, Leadership, Business Priorities, Business Strategy, Culture Transformation, A/B Testing, Scalability, Employee Engagement

      4.8
      Rating, 4.8 out of 5 stars
      ·
      263 reviews

      Beginner · Course · 1 - 4 Weeks

    • 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
      M

      Macquarie University

      Risk governance: Manage the risks

      Skills you'll gain: Risk Management Framework, Governance, Risk Management, Enterprise Risk Management (ERM), Risk Analysis, Operational Risk, Compliance Management, Business Risk Management, Risk Mitigation, Risk Modeling, Business Ethics, Corporate Strategy, Stakeholder Management, International Finance, Corporate Finance, Stakeholder Communications

      4.7
      Rating, 4.7 out of 5 stars
      ·
      375 reviews

      Beginner · Course · 1 - 3 Months

    • P

      Packt

      Python for Finance: Investment Fundamentals & Data Analytics

      Skills you'll gain: Regression Analysis, Risk Analysis, Portfolio Management, Financial Analysis, Risk Management, Financial Modeling, Statistical Analysis, Data Visualization, Investment Management, Simulations, Financial Forecasting, Python Programming, Matplotlib, Pandas (Python Package), Jupyter, NumPy, Data Manipulation

      Intermediate · Course · 3 - 6 Months

    • S

      Stanford University

      How Software Ate Finance

      Skills you'll gain: FinTech, Payment Systems, Financial Services, Financial Market, Capital Markets, Financial Trading, Asset Management, Consumer Lending, Retail Banking, Banking, Financial Regulation, Investment Management, Digital Assets, Technology Strategies, Risk Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      163 reviews

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      N

      New York University

      Guided Tour of Machine Learning in Finance

      Skills you'll gain: Supervised Learning, Applied Machine Learning, Machine Learning, Statistical Methods, Artificial Neural Networks, Predictive Modeling, Scikit Learn (Machine Learning Library), Regression Analysis, Deep Learning, Financial Services, Finance, Tensorflow, Jupyter, Reinforcement Learning

      3.8
      Rating, 3.8 out of 5 stars
      ·
      679 reviews

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      R

      Rice University

      A Story of Economics: A Principles Tale

      Skills you'll gain: Economics, Supply And Demand, Business Economics, Market Dynamics, Economic Development, Game Theory, Financial Policy, Cost Accounting, Tax, Market Analysis, International Relations, Business Metrics, Public Policies, Operating Cost, Performance Metric, International Finance, Fiscal Management, Consumer Behaviour, Investments, Labor Relations

      4.8
      Rating, 4.8 out of 5 stars
      ·
      111 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…686970…301

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

    • Managerial Accounting: Tools for Facilitating and Guiding Business Decisions: University of Illinois Urbana-Champaign
    • Presentations: Speaking so that People Listen: University of California, Irvine
    • Investments II: Lessons and Applications for Investors: University of Illinois Urbana-Champaign
    • Google Calendar: Google Cloud
    • Introduction to Scrum Master Profession: SkillUp EdTech
    • Inove na gestão de equipes e negócios: O crescimento da empresa: Universidade de São Paulo
    • Blockchain: University of California, Irvine
    • Risk governance: Manage the risks: Macquarie University
    • Python for Finance: Investment Fundamentals & Data Analytics: Packt
    • How Software Ate Finance: Stanford University

    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