Financial Planning

Financial Planning is a process that helps individuals and organizations manage their finances, with the aim to achieve their financial goals and increase wealth. Coursera's financial planning catalogue teaches you about the fundamental concepts and strategies involved in personal and corporate financial planning. You'll gain insights into budgeting, investing, tax planning, estate planning, risk management, and retirement planning. You'll also learn how to analyze financial statements, make investment decisions, and understand the principles of financial risk and returns. By mastering these skills, you'll be prepared to make informed financial decisions for yourself or your organization.
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73courses

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Explore the Financial Planning Course Catalog

  • Status: Preview

    Coursera Instructor Network

    Skills you'll gain: Plant Operations and Management, Process Engineering, Cost Management, Process Improvement, Project Management, Engineering Management, Operational Efficiency, Process Analysis, Process Optimization, Budgeting, Engineering Design Process, Safety Standards, Performance Improvement, Simulation and Simulation Software, Cost Estimation, Operational Excellence, Financial Planning

  • Status: Preview

    Coursera Instructor Network

    Skills you'll gain: Budgeting, Financial Reporting, Accounting and Finance Software, Financial Forecasting, Consolidation, Financial Management, Forecasting, Financial Analysis, Performance Measurement, Variance Analysis, Operational Analysis, Financial Planning, Month End Closing, Reconciliation, Dashboard, Key Performance Indicators (KPIs)

  • Status: Free Trial

    University of Illinois Urbana-Champaign

    Skills you'll gain: Data Ethics, Wealth Management, Responsible AI, Financial Services, FinTech, Artificial Intelligence, Financial Planning, AI Personalization, Regulatory Compliance, Risk Modeling, Legal Risk, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Advanced Analytics, Risk Mitigation, Automation

  • Status: Free Trial

    Skills you'll gain: Estate Planning, Insurance, Financial Planning, Asset Protection, Risk Management, Needs Assessment

  • Status: Free Trial

    Universidad Nacional Autónoma de México

    Skills you'll gain: Financial Analysis, Financial Statements, Working Capital, Financial Data, Financial Controls, Financial Management, Cash Management, Financial Planning, Balance Sheet, Business Planning, Income Statement, Portfolio Management, Cash Flows

  • Status: New
    Status: Free Trial

    University of Cambridge

    Skills you'll gain: Cash Flow Forecasting, Financial Reporting, Cash Flows, Finance, Financial Management, Financial Acumen, Financial Planning, Financial Statements, Risk Management, Return On Investment, Business Risk Management, Investment Management, Business Ethics, Stakeholder Management

  • Status: Free Trial

    Skills you'll gain: Financial Reporting, Financial Acumen, Financial Data, Financial Statements, Income Statement, Financial Analysis, Risk Analysis, Cash Flows, Predictive Analytics, Financial Forecasting, Balance Sheet, Performance Measurement, Business Metrics, Financial Planning, Key Performance Indicators (KPIs), Business Risk Management, Performance Analysis, Business Modeling

  • Status: Preview

    Skills you'll gain: Budgeting, Budget Management, Operating Budget, Cost Management, Business Planning, Financial Planning, Forecasting, Expense Management, Cash Flow Forecasting

  • Status: Free Trial

    California Institute of the Arts

    Skills you'll gain: Budget Management, Financial Analysis, Financial Forecasting, Small Business Accounting, Accounting, Price Negotiation, Business Planning, Budgeting, Financial Planning, Financial Management, Forecasting, Expense Management, Revenue Management, Goal Setting

  • Status: Free Trial

    Skills you'll gain: Program Management, Stakeholder Management, Resource Allocation, Change Management, Organizational Change, Organizational Strategy, Risk Management, Project Management Life Cycle, Governance, Project Management, Cost Management, Earned Value Management, Team Building, Procurement, Benefits Administration, Project Management Institute (PMI) Methodology, Strategic Planning, Financial Planning, Risk Analysis, Portfolio Management

  • Status: Preview

    Skills you'll gain: Loans, Deposit Accounts, Cash Flow Forecasting, Financial Planning, Finance, Fraud detection, Banking Services, Budgeting, Financial Acumen, Financial Services, Banking, Expense Management

  • Status: Free

    Skills you'll gain: Grant Writing, Business Development, Financial Planning, Financial Management, Business Strategy, Financial Analysis, Mergers & Acquisitions, Loans, Fundraising, Stakeholder Communications, Cash Flows

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  • Duke University
  • Universidad Nacional Autónoma de México
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  • Illinois Tech