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    Financial Planning Courses Online

    Master financial planning for achieving personal and business financial goals. Learn to create comprehensive financial plans and manage investments.

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    Explore the Financial Planning Course Catalog

    • Status: Preview
      Preview
      I

      Indian School of Business

      Financial Planning

      Skills you'll gain: Financial Planning, Tax Planning, Insurance, Wealth Management, Financial Management, Risk Management, Tax, Investments, Market Dynamics, Portfolio Management, Budgeting, Goal Setting

      4.6
      Rating, 4.6 out of 5 stars
      ·
      46 reviews

      Beginner · Course · 1 - 3 Months

    • U

      University of Illinois Urbana-Champaign

      Financial Planning for Young Adults

      Skills you'll gain: Financial Planning, Budgeting, Budget Management, Cash Management, Risk Management, Wealth Management, Loans, Goal Setting, Financial Management, Finance, Investments, Expense Management, Insurance, Lending and Underwriting, Credit Risk

      4.6
      Rating, 4.6 out of 5 stars
      ·
      1.4K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Preview
      Preview
      U

      University of Florida

      Personal & Family Financial Planning

      Skills you'll gain: Financial Planning, Risk Management, Financial Statements, Investments, Cash Management, Insurance, Income Tax, Financial Management, Credit Risk, Budgeting, Portfolio Management, Equities, Personal Development, Goal Setting

      4.6
      Rating, 4.6 out of 5 stars
      ·
      1.5K reviews

      Mixed · Course · 1 - 3 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      G

      Google

      Google AI Essentials

      Skills you'll gain: Prompt Engineering, Generative AI, Large Language Modeling, Artificial Intelligence and Machine Learning (AI/ML), Productivity Software, Workforce Development, Applied Machine Learning, Business Solutions, Organizational Strategy, Business Process Automation, Social Studies, Innovation, Data Collection, Automation, Data Security, Human Machine Interfaces, Forecasting, Emerging Technologies, Analysis, Critical Thinking

      4.8
      Rating, 4.8 out of 5 stars
      ·
      5.2K reviews

      Beginner · Specialization · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      C

      Corporate Finance Institute

      Introduction to Financial Planning and Wealth Management

      Skills you'll gain: Recruitment, Wealth Management, Compensation Management, Financial Services, Business, Financial Management, Financial Planning, Investment Management, Risk Analysis, Asset Management, Client Services

      4.8
      Rating, 4.8 out of 5 stars
      ·
      24 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free
      Free
      G

      Goldman Sachs

      Fundamentals of Financial Planning, with Goldman Sachs 10,000 Women

      Skills you'll gain: Cash Flow Forecasting, Financial Forecasting, Cash Flows, Financial Analysis, Financial Modeling, Business Planning, Strategic Decision-Making, Market Opportunities, Working Capital, Financial Management, Feasibility Studies, Strategic Planning

      4.7
      Rating, 4.7 out of 5 stars
      ·
      456 reviews

      Mixed · Course · 1 - 4 Weeks

    What brings you to Coursera today?

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Financial Analysis - Skills for Success

      Skills you'll gain: Financial Statement Analysis, Performance Measurement, Financial Analysis, Variance Analysis, Management Accounting, Finance, Return On Investment, Income Statement, Budgeting, Balance Sheet, Financial Management, Accounting, Financial Forecasting, Performance Analysis, Financial Modeling, Financial Statements, Organizational Strategy, Cost Accounting, Equities, Key Performance Indicators (KPIs)

      4.7
      Rating, 4.7 out of 5 stars
      ·
      434 reviews

      Beginner · Specialization · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      Business and Financial Modeling

      Skills you'll gain: Risk Modeling, Probability Distribution, Mathematical Modeling, Regression Analysis, Portfolio Management, Predictive Modeling, Business Modeling, Spreadsheet Software, Financial Modeling, Financial Statements, Predictive Analytics, Process Optimization, Financial Statement Analysis, Capital Budgeting, Financial Forecasting, Decision Making, Peer Review, Google Sheets, Return On Investment, Microsoft Excel

      4.5
      Rating, 4.5 out of 5 stars
      ·
      11K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Preview
      Preview
      Y

      Yale University

      Financial Markets

      Skills you'll gain: Financial Market, Investment Banking, Portfolio Management, Finance, Capital Markets, Financial Services, Corporate Finance, Derivatives, Investments, Financial Regulation, Risk Management, Behavioral Economics, Equities, Underwriting, Securities (Finance), Lending and Underwriting, Market Dynamics, Governance, Insurance, Environmental Social And Corporate Governance (ESG)

      4.8
      Rating, 4.8 out of 5 stars
      ·
      31K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      D

      Duke University

      Financial Management

      Skills you'll gain: Financial Statements, Financial Statement Analysis, Return On Investment, Balance Sheet, Risk Mitigation, Income Statement, Accounts Receivable, Financial Reporting, Inventory Management System, Capital Budgeting, Working Capital, Risk Analysis, Business Metrics, Risk Management, Cash Flows, Financial Analysis, Business Valuation, Operational Efficiency, Stakeholder Communications, Strategic Decision-Making

      4.8
      Rating, 4.8 out of 5 stars
      ·
      188 reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      IBM

      Python for Data Science, AI & Development

      Skills you'll gain: Jupyter, Web Scraping, Python Programming, Data Collection, Object Oriented Programming (OOP), Pandas (Python Package), Programming Principles, Data Structures, NumPy, Data Processing, Data Manipulation, Application Programming Interface (API), Data Import/Export, Computer Programming, Data Analysis

      4.6
      Rating, 4.6 out of 5 stars
      ·
      42K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Preview
      Preview
      C

      Coursera Instructor Network

      Financial Analysis: Portfolios, Risks, Strategic Decisions

      Skills you'll gain: Portfolio Management, Financial Management, Risk Management, Investments, Financial Market, Financial Services, Financial Planning, Financial Regulation, Financial Analysis, Performance Measurement, Market Dynamics

      4.4
      Rating, 4.4 out of 5 stars
      ·
      125 reviews

      Beginner · Course · 1 - 4 Weeks

    Financial Planning learners also search

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    1234…326

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

    • Financial Planning: Indian School of Business
    • Financial Planning for Young Adults: University of Illinois Urbana-Champaign
    • Personal & Family Financial Planning: University of Florida
    • Google AI Essentials: Google
    • Introduction to Financial Planning and Wealth Management: Corporate Finance Institute
    • Fundamentals of Financial Planning, with Goldman Sachs 10,000 Women: Goldman Sachs
    • Financial Analysis - Skills for Success: University of Illinois Urbana-Champaign
    • Business and Financial Modeling: University of Pennsylvania
    • Financial Markets: Yale University
    • Financial Management: Duke 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.

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