• 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.

Popular Financial Planning Courses and Certifications


  • R

    Rice University

    Capstone: Build a Winning Investment Portfolio

    Skills you'll gain: Portfolio Management, Investment Management, Portfolio Risk, Asset Management, Investments, Finance, Financial Market, Simulation and Simulation Software, Performance Measurement, Performance Analysis, Market Trend, Trend Analysis, Risk Analysis, Financial Forecasting, Case Studies, Peer Review, Forecasting

    ★ 4.5 (71) · Mixed · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • S

    S.P. Jain Institute of Management and Research

    Strategic Brand Management

    Skills you'll gain: Brand Strategy, Brand Management, Brand Marketing, Branding, Brand Awareness, Brand Loyalty, Product Lifecycle Management, Strategic Marketing, Marketing Management, Integrated Marketing Communications, Value Propositions, Cross-Channel Marketing, Portfolio Management, Competitive Analysis, Business Metrics, Consumer Behaviour, Business Valuation, Continuous Monitoring

    ★ 4.6 (26) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • U

    University of Washington

    U101: Understanding College and College Life

    Skills you'll gain: Higher Education, Learning Strategies, Student Support and Services, Academic Advising, Productivity, Time Management, Personal Development, Planning, Resourcefulness, Decision Making, Adaptability, Relationship Building

    ★ 4.6 (510) · Mixed · Course · 1 - 3 Months

    Category: Free
    Free
  • S

    Simplilearn

    Business Analysis Excel Tools and CCBA Training

    Skills you'll gain: Project Risk Management, Business Analysis, Project Management, Risk Management, Project Planning, Data Visualization, Agile Methodology, Agile Project Management, Microsoft Excel, Cost Management, Interactive Data Visualization, Stakeholder Engagement, Excel Formulas, Pivot Tables And Charts, Business Analytics, Stakeholder Management, Business Requirements, Solution Design, Data Analysis, Data Validation

    ★ 4.4 (56) · Beginner · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • P

    Pearson

    Certified Associate in Project Management (CAPM)® Exam

    Skills you'll gain: Requirements Elicitation, Cost Estimation, Agile Project Management, Business Analysis, Stakeholder Management, Agile Software Development, Project Management, Project Risk Management, Project Estimation, Project Scoping, Quality Management, Work Breakdown Structure, Project Management Life Cycle, Cost Management, Project Planning, Project Management Institute (PMI) Methodology, Risk Management, Business Analysis Tools, Personalized Service, Learning Styles

    ★ 4.6 (66) · Beginner · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • A

    Association of International Certified Professional Accountants

    Introduction to Data Analytics for Accounting Professionals

    Skills you'll gain: Data Literacy, Data-Driven Decision-Making, Analytics, Financial Data, Business Analytics, Data Strategy, Data Analysis, Data Storage Technologies, Project Implementation, Project Scoping, Descriptive Analytics, Unstructured Data

    ★ 4.7 (97) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • U

    University of Colorado System

    Prepare for the EMT Certification Test

    Skills you'll gain: Patient Communication, Patient Evaluation, Emergency Medical Services, Basic Patient Care, Treatment Planning, Care Management, Emergency Medicine, Patient Education and Support, Clinical Assessment

    ★ 4.6 (131) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • K

    Knowledge Accelerators

    Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills

    Skills you'll gain: Data Presentation, Data Entry, Data Processing, Data Science, Organizational Skills, Business Analytics, Data Management, Business Intelligence, Microsoft 365, Productivity Software, Record Keeping, Customer Data Management, Productivity, Financial Analysis, Marketing Planning, Project Management, Event Planning

    ★ 4.3 (11) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • R

    Rutgers the State University of New Jersey

    Business Process Management in Healthcare Organizations

    Skills you'll gain: Business Process, Business Process Management, Process Improvement, Process Development, Patient-centered Care, Process Management, Process Design, Business Process Improvement, Process Improvement and Optimization, Medical Records, Health Information Management and Medical Records, Electronic Medical Record, Writing, Health Systems, Business Writing, Healthcare Industry Knowledge, Innovation, Entrepreneurship

    ★ 4.6 (172) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • T

    Tecnológico de Monterrey

    Desarrollo de tu marca personal

    Skills you'll gain: Branding, Brand Marketing, Marketing Planning, Strategic Marketing, Brand Strategy, Brand Awareness, Brand Management, Social Media, Marketing, Social Media Marketing, Marketing Strategies, Persona Development, Marketing Design, Professional Development, Goal Setting, Content Creation, Market Opportunities, Value Propositions, Entrepreneurship, Competitive Analysis

    ★ 4.8 (104) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • P

    Packt

    Certified Information Security Manager (CISM)

    Skills you'll gain: Security Management, Incident Response, Vulnerability Assessments, Computer Security Incident Management, Threat Management, IT Management, Vulnerability Management, Security Strategy, Cyber Governance, Risk Management Framework, Cyber Security Strategy, Cyber Security Policies, Information Assurance, Security Controls, Cyber Risk, Disaster Recovery

    ★ 4.5 (31) · Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Introduction to Javascript: The Basics

    Skills you'll gain: Javascript, Back-End Web Development, Server Side, Front-End Web Development, Hypertext Markup Language (HTML), Scripting, Event-Driven Programming, JavaScript Frameworks, Web Applications, Mobile Development, HTML and CSS, Web Development, Scripting Languages, Event Monitoring, Code Reusability

    ★ 4.3 (290) · Beginner · Guided Project · Less Than 2 Hours

1…242243244…621

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

  • Capstone: Build a Winning Investment Portfolio: Rice University
  • Strategic Brand Management: S.P. Jain Institute of Management and Research
  • U101: Understanding College and College Life: University of Washington
  • Business Analysis Excel Tools and CCBA Training: Simplilearn
  • Certified Associate in Project Management (CAPM)® Exam: Pearson
  • Introduction to Data Analytics for Accounting Professionals: Association of International Certified Professional Accountants
  • Prepare for the EMT Certification Test: University of Colorado System
  • Excel Basics for Beginners: Workbooks, Formatting, Charts and Core Skills: Knowledge Accelerators
  • Business Process Management in Healthcare Organizations: Rutgers the State University of New Jersey
  • Desarrollo de tu marca personal: Tecnológico de Monterrey

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
  • High-Income Skills to Learn
  • How to Learn Artificial Intelligence
  • PMP Certification Requirements
  • Popular Cybersecurity Certifications
  • 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
  • Udemy

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