• 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

    • N

      New York Institute of Finance

      공급망금융의 주요 성공 요소

      Skills you'll gain: Supply Chain, Supply Chain Management, Supplier Management, Supplier Relationship Management, Cash Management, Procurement, Customer Analysis, Finance, Credit Risk, Working Capital, Technology Solutions

      Intermediate · Course · 1 - 3 Months

    • E

      Erasmus University Rotterdam

      지속 가능한 금융의 원칙

      Skills you'll gain: Environmental Social And Corporate Governance (ESG), Corporate Sustainability, Business Ethics, Asset Management, Finance, Corporate Communications, Risk Management, Business Strategy, Environmental Management Systems, Insurance, Stakeholder Management, Business Modeling, Environmental Policy

      Intermediate · Course · 1 - 3 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      W

      Whizlabs

      Exam Prep: Certified Information Systems Auditor (CISA)

      Skills you'll gain: Audit Planning, Data Security, Network Security, Disaster Recovery, Business Continuity Planning, Security Testing, Cybersecurity, Infrastructure Security, Identity and Access Management, Database Management, Enterprise Architecture, IT Management, Compliance Auditing, Database Administration, Problem Management, Cloud Security, Security Controls, Information Technology, Relational Databases, Compliance Management

      Intermediate · Specialization · 1 - 3 Months

    • Status: New
      New
      E

      Emory University

      Mastering Business Essentials: Accounting

      Skills you'll gain: Financial Statements, Return On Investment, Cash Flows, Accounting, Financial Analysis, Income Statement, Balance Sheet, Gross Profit, Financial Reporting, Business Metrics, Cost Accounting, Cash Management, Profit and Loss (P&L) Management, Operating Cost, Equities

      Beginner · Course · 1 - 3 Months

    • Status: New
      New
      S

      Simplilearn

      Javascript Basics with Operators, Loops and Functions

      Skills you'll gain: Web Development, Web Design and Development, Web Applications, Data Structures, Javascript, Scripting, Programming Principles, Object Oriented Programming (OOP)

      Beginner · Course · 1 - 4 Weeks

    • Status: New
      New
      Status: Free Trial
      Free Trial
      U

      University of Minnesota

      Prescriptive Analytics Project Ideation

      Skills you'll gain: Simulations, Operations Research, Simulation and Simulation Software, Sprint Planning, Advanced Analytics, Process Mapping, Operational Analysis, Process Optimization, Business Planning, Project Scoping, Project Planning, Production Planning, Capacity Planning, Solution Design, Business Analysis, Needs Assessment, Analytics, Portfolio Management, Investment Management, Complex Problem Solving

      Beginner · Course · 1 - 3 Months

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

      ISC2

      Moving to the Cloud

      Skills you'll gain: Business Continuity, Continuous Monitoring, Cloud Computing, Data Migration, Cloud Security, Security Requirements Analysis, Data Management, Disaster Recovery, Cloud Infrastructure, Cloud Services, Risk Management, Service Level Agreement, Governance, Vendor Management, Business Requirements, Employee Training

      Intermediate · Course · 1 - 4 Weeks

    • Status: New
      New
      Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Alternative Investments as We Age: Dive into Your Portfolio

      Skills you'll gain: Portfolio Management, Investments, Asset Management, Return On Investment, Resource Allocation, Finance, Risk Analysis, Risk Management, Market Liquidity, Real Estate, Financial Regulation

      Intermediate · Course · 1 - 4 Weeks

    • H

      H2O.ai

      Data Science and Machine Learning H2O.ai Platforms

      Skills you'll gain: Generative AI, Application Deployment, Data Wrangling, Project Planning, Data Governance, Governance, Exploratory Data Analysis, Applied Machine Learning, Large Language Modeling, Data Visualization, Data-Driven Decision-Making, MLOps (Machine Learning Operations), Data Science, Artificial Intelligence, Predictive Modeling

      Intermediate · Course · 1 - 3 Months

    • N

      Northwestern University

      현대 로봇공학, 강좌 5: 로봇 매니퓰레이션 및 차륜형 이동 로봇

      Skills you'll gain: Machine Controls, Automation Engineering, Mathematical Modeling, Torque (Physics), Mechanics, Control Systems, Mechanical Engineering, Engineering, Simulation and Simulation Software, Engineering Analysis, Applied Mathematics, Program Development, Linear Algebra

      Intermediate · Course · 1 - 4 Weeks

    • Status: New
      New
      C

      Coursera Instructor Network

      GenAI for Biz Dev: Identifying Growth Opportunities

      Skills you'll gain: Competitive Analysis, Business Development, Data-Driven Decision-Making, Generative AI, Market Opportunities, Market Analysis, Market Research, Trend Analysis, Business Analytics, Growth Strategies, Market Trend, Business Intelligence, Business Strategy, Strategic Decision-Making, Marketing Strategies, Artificial Intelligence, Predictive Analytics, Forecasting

      Beginner · Course · 1 - 4 Weeks

    • Status: New
      New
      C

      Coursera Instructor Network

      GenAI for Portfolio Managers: Smarter Asset Allocation

      Skills you'll gain: Portfolio Management, Asset Management, Investment Management, Generative AI, Investments, Prompt Engineering, Wealth Management, Artificial Intelligence, ChatGPT, Regulatory Compliance, Ethical Standards And Conduct, Risk Management, Risk Analysis, Real Time Data

      Intermediate · 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…282283284…296

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

    • 공급망금융의 주요 성공 요소: New York Institute of Finance
    • 지속 가능한 금융의 원칙: Erasmus University Rotterdam
    • Exam Prep: Certified Information Systems Auditor (CISA): Whizlabs
    • Mastering Business Essentials: Accounting: Emory University
    • Javascript Basics with Operators, Loops and Functions: Simplilearn
    • Prescriptive Analytics Project Ideation: University of Minnesota
    • Moving to the Cloud: ISC2
    • Alternative Investments as We Age: Dive into Your Portfolio: University of Illinois Urbana-Champaign
    • Data Science and Machine Learning H2O.ai Platforms: H2O.ai
    • 현대 로봇공학, 강좌 5: 로봇 매니퓰레이션 및 차륜형 이동 로봇: Northwestern 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