• For Individuals
  • For Businesses
  • For Universities
  • For Governments
Degrees
​
Log In
Join for Free
  • Browse
  • Financial Planning

Financial Planning Courses

Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.


More to explore:

Popular Financial Planning Courses and Certifications


  • Y

    Yale University

    Mercados financeiros

    Skills you'll gain: Investment Banking, Financial Regulation, Financial Market, Portfolio Management, Corporate Finance, Securities (Finance), Risk Management, Finance, Behavioral Economics, Capital Markets, Banking, Insurance, Equities, Brokerage, Underwriting, Governance, Non-Profit Accounting, Derivatives, Mortgage Loans, Economics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    89 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Colorado Boulder

    Everyday Excel, Part 2

    Skills you'll gain: Regression Analysis, Microsoft Excel, Statistical Modeling, Excel Formulas, Financial Analysis, Predictive Modeling, Data Management, Financial Modeling, Data Analysis Expressions (DAX), Financial Forecasting, Process Optimization, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    572 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    University of Colorado System

    Introduction to Cybersecurity for Business

    Skills you'll gain: Computer Security Awareness Training, Cybersecurity, Risk Management, Enterprise Security, Cyber Security Assessment, Vulnerability Assessments, Encryption, Data Security, Information Assurance, Authentications, Network Protocols

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of California, Irvine

    Gestión de riesgos y cambios de proyectos

    Skills you'll gain: Change Control, Project Controls, Scope Management, Project Risk Management, Project Performance, Change Management, Project Management, Stakeholder Management, Management Reporting, Risk Analysis, Planning, Project Documentation, Stakeholder Communications, Strategic Communication, Leadership and Management, Business Risk Management, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    159 reviews

    Mixed · Course · 1 - 3 Months

  • U

    University of New Mexico

    Administración Estratégica y Emprendedora

    Skills you'll gain: Business Management, Business, Business Metrics, Business Strategy, Strategic Thinking, Organizational Strategy, Performance Measurement, Resource Management, Strategic Leadership, Competitive Analysis, Entrepreneurship, Market Dynamics, Innovation, Market Trend, Marketing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.2K reviews

    Mixed · Course · 1 - 3 Months

  • C

    Case Western Reserve University

    Becoming a Sports Agent

    Skills you'll gain: Brand Management, Brand Marketing, Intellectual Property, Arbitration, Contract Negotiation, Client Services, Recruitment, Talent Recruitment, Insurance, Relationship Management, Financial Planning, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    155 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Organic Marketing: Facebook Groups For Small Businesses

    Skills you'll gain: Persona Development, Prospecting and Qualification, Target Audience, Facebook, Social Media Marketing, Social Media, Business Marketing, Drive Engagement, Marketing, Marketing Planning, Content Creation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    759 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • U

    University of Michigan

    Advanced Understanding of Stocks and Bonds

    Skills you'll gain: Securities (Finance), Equities, Investments, Financial Analysis, Financial Market, Corporate Finance, Business Valuation, Financial Modeling, Finance, Risk Analysis, Cash Flows, Growth Strategies

    4.6
    Rating, 4.6 out of 5 stars
    ·
    65 reviews

    Intermediate · Course · 1 - 4 Weeks

  • N

    National Taiwan University

    服務模式的體驗、設計與創新:從痛點到賣點 (Experience, Design, and Innovation of Service Models: from Pain Points to Selling Points)

    Skills you'll gain: Revenue Management, Service Design, Customer experience improvement, Financial Services, Innovation, Economics, Product Design, Case Studies, Platform As A Service (PaaS), Business Modeling, Business Strategy, Consumer Behaviour

    4.8
    Rating, 4.8 out of 5 stars
    ·
    151 reviews

    Beginner · Course · 1 - 3 Months

  • I

    INSEAD

    Blockchain and Business

    Skills you'll gain: Intellectual Property, Blockchain, Business Transformation, Business Leadership, Governance, Strategic Leadership, FinTech, Technology Strategies, Corporate Sustainability, Business, Business Modeling, Business Strategy, Emerging Technologies, New Business Development, Innovation, Organizational Structure, Cyber Governance, Business Technologies, Data Governance, Executive Presence

    4.7
    Rating, 4.7 out of 5 stars
    ·
    426 reviews

    Mixed · Course · 1 - 3 Months

  • U

    University of California, Davis

    Coaching Conversations

    Skills you'll gain: Employee Coaching, Coaching, Constructive Feedback, Employee Performance Management, Professional Development, Performance Management, Leadership Studies, Mentorship, Problem Solving, Leadership and Management, Empathy, Active Listening, Communication Strategies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    340 reviews

    Beginner · Course · 1 - 4 Weeks

  • I

    IE Business School

    Estrategia de marketing

    Skills you'll gain: Marketing Planning, Consumer Behaviour, Survey Creation, Product Management, Market Research, Marketing Strategies, Product Lifecycle Management, Marketing Effectiveness, Data Analysis, Marketing Communications, Marketing, Business Planning, Data Collection, Product Strategy, Market Analysis, Strategic Marketing, Target Market, Value Propositions, Product Marketing, Market Data

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.2K reviews

    Beginner · Specialization · 3 - 6 Months

1…134135136…444

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

  • Mercados financeiros: Yale University
  • Everyday Excel, Part 2: University of Colorado Boulder
  • Introduction to Cybersecurity for Business: University of Colorado System
  • Gestión de riesgos y cambios de proyectos: University of California, Irvine
  • Administración Estratégica y Emprendedora: University of New Mexico
  • Becoming a Sports Agent: Case Western Reserve University
  • Organic Marketing: Facebook Groups For Small Businesses: Coursera
  • Advanced Understanding of Stocks and Bonds: University of Michigan
  • 服務模式的體驗、設計與創新:從痛點到賣點 (Experience, Design, and Innovation of Service Models: from Pain Points to Selling Points): National Taiwan University
  • Blockchain and Business: INSEAD

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

Skills

  • Accounting
  • Artificial Intelligence (AI)
  • Cybersecurity
  • Data Analytics
  • Digital Marketing
  • Human Resources (HR)
  • Microsoft Excel
  • Project Management
  • Python
  • SQL

Professional Certificates

  • Google AI Certificate
  • Google Cybersecurity Certificate
  • Google Data Analytics Certificate
  • Google IT Support Certificate
  • Google Project Management Certificate
  • Google UX Design Certificate
  • IBM AI Engineering Certificate
  • IBM AI Product Manager Certificate
  • IBM Data Science Certificate
  • Intuit Academy Bookkeeping Certificate

Courses & Specializations

  • AI Essentials Specialization
  • AI For Business Specialization
  • AI For Everyone Course
  • AI in Healthcare Specialization
  • Deep Learning Specialization
  • Excel Skills for Business Specialization
  • Financial Markets Course
  • Machine Learning Specialization
  • Prompt Engineering for ChatGPT Course
  • Python for Everybody Specialization

Career Resources

  • Career Aptitude Test
  • CAPM Certification Requirements
  • CompTIA A+ Certification Requirements
  • CompTIA Security+ Certification Requirements
  • Essential IT Certifications
  • Free IT Certifications and Courses
  • High-Income Skills to Learn
  • How to Learn Artificial Intelligence
  • PMP Certification Requirements
  • Popular Cybersecurity Certifications

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
  • Share your Coursera learning story

Community

  • Learners
  • Partners
  • Beta Testers
  • Blog
  • The Coursera Podcast
  • Tech Blog

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
© 2026 Coursera Inc. All rights reserved.
  • Coursera Facebook
  • Coursera Linkedin
  • Coursera Twitter
  • Coursera YouTube
  • Coursera Instagram
  • Coursera TikTok