• 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

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Value Chain Management

      Skills you'll gain: Management Accounting, Operations Management, Marketing, Process Improvement, Organizational Strategy, Performance Measurement, Marketing Planning, Supply Chain, Supply Chain Management, Product Strategy, Manufacturing Operations, Operational Analysis, Business Operations, Supply Chain Systems, Cost Accounting, Supply Chain Planning, Branding, Integrated Marketing Communications, Strategic Marketing, Accounting Systems

      Build toward a degree

      4.7
      Rating, 4.7 out of 5 stars
      ·
      5.1K reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      M

      Meta

      Meta Marketing Science Certification Prep

      Skills you'll gain: Marketing Analytics, Bayesian Statistics, Descriptive Statistics, Marketing Effectiveness, Statistical Hypothesis Testing, A/B Testing, Target Audience, Marketing Strategies, Marketing Planning, Statistical Inference, Sampling (Statistics), Data Collection, Data Modeling, Statistics, Advertising Campaigns, Campaign Management, Marketing, Analytics, Google Analytics, Data Analysis

      4.8
      Rating, 4.8 out of 5 stars
      ·
      2.7K reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      The Business of Health Care

      Skills you'll gain: People Management, Financial Reporting, Financial Statements, Income Statement, Employee Performance Management, Financial Analysis, Leadership and Management, Health Systems, Health Care Administration, Health Policy, Program Evaluation, Lean Methodologies, Decision Making, Organizational Change, Organizational Structure, Risk Analysis, Cash Flows, Behavioral Economics, Health Care, Healthcare Industry Knowledge

      4.6
      Rating, 4.6 out of 5 stars
      ·
      1.9K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Michigan

      Good with Words: Writing and Editing

      Skills you'll gain: Writing and Editing, Editing, Constructive Feedback, Concision, Writing, Organizational Skills, Proofreading, Storytelling, Productivity, Planning, Detail Oriented, Communication, Brainstorming, Time Management, Content Creation, Overcoming Obstacles, Resourcefulness, Lifelong Learning, Decision Making, Critical Thinking

      4.7
      Rating, 4.7 out of 5 stars
      ·
      2.5K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      M

      Macquarie University

      Excel Skills for Business: Intermediate II

      Skills you'll gain: Excel Formulas, Microsoft Excel, Excel Macros, Data Validation, Spreadsheet Software, Data Analysis Expressions (DAX), Data Modeling, Financial Forecasting, Predictive Modeling, Financial Modeling, Workflow Management, Data Integrity, Business Modeling, Automation, Process Optimization

      4.8
      Rating, 4.8 out of 5 stars
      ·
      8.3K reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      G

      Google

      Assess for Success: Marketing Analytics and Measurement

      Skills you'll gain: Media Planning, A/B Testing, Marketing Budgets, Key Performance Indicators (KPIs), Marketing Analytics, Marketing Effectiveness, Performance Measurement, Data Visualization, Google Analytics, Google Ads, Return On Investment, Spreadsheet Software, Data Presentation, Web Analytics, Online Advertising, Digital Marketing, Pivot Tables And Charts, Stakeholder Communications, Data Analysis

      4.6
      Rating, 4.6 out of 5 stars
      ·
      2K reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      L

      LearnQuest

      Scrum Master Certification

      Skills you'll gain: User Story, Agile Methodology, Behavior-Driven Development, DevSecOps, Scaled Agile Framework, Backlogs, Agile Software Development, Test Driven Development (TDD), Sprint Planning, Kanban Principles, DevOps, Scalability, Risk Management, Agile Product Development, Agile Project Management, Continuous Integration, Lean Methodologies, Sprint Retrospectives, Scrum (Software Development), Management Reporting

      4.6
      Rating, 4.6 out of 5 stars
      ·
      3.2K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      Status: New AI skills
      New AI skills
      A

      Adobe

      Adobe Marketing Specialist

      Skills you'll gain: Color Theory, Typography, Social Media Content, Promotional Strategies, Target Audience, Marketing Strategy and Techniques, Digital Marketing, Design, Content Creation, Content Marketing, Graphic and Visual Design Software, Marketing, Graphic and Visual Design, Social Media Strategy, Generative AI, Marketing Strategies, Cross-Channel Marketing, Marketing Effectiveness, Data Ethics, Adobe Creative Cloud

      4.7
      Rating, 4.7 out of 5 stars
      ·
      880 reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      S

      SoFi

      Introduction to Personal Finance

      Skills you'll gain: Goal Setting, Budgeting, Tax, Financial Planning, Cash Flow Forecasting, Financial Analysis, Income Tax, Credit Risk, Finance, Expense Management, Financial Management, Decision Making, Investments, Self-Awareness

      4.6
      Rating, 4.6 out of 5 stars
      ·
      202 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      People Analytics

      Skills you'll gain: People Analytics, Human Resource Strategy, Talent Management, Workforce Planning, Organizational Effectiveness, Performance Analysis, Data-Driven Decision-Making, Workforce Management, Analytics, Performance Measurement, Employee Retention, Staff Management, Data Analysis, Predictive Analytics, Network Analysis

      4.6
      Rating, 4.6 out of 5 stars
      ·
      6.1K reviews

      Mixed · Course · 1 - 4 Weeks

    • U

      University of Pittsburgh

      Clinical Terminology for International and U.S. Students

      Skills you'll gain: Medical Terminology, Vital Signs, Laboratory Testing, General Medical Tests and Procedures, Patient Safety, Medication Administration, Emergency and Intensive Care, Medical Prescription, Chronic Diseases, Anatomy

      4.8
      Rating, 4.8 out of 5 stars
      ·
      3.2K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      S

      Stanford University

      Introduction to Healthcare

      Skills you'll gain: Healthcare Ethics, Pharmaceuticals, Health Systems, Healthcare Industry Knowledge, Health Care, Health Care Administration, Health Care Procedure and Regulation, Medicare, Health Policy, Medical Billing and Coding, Continuous Quality Improvement (CQI), Hospital Medicine

      4.8
      Rating, 4.8 out of 5 stars
      ·
      1.3K reviews

      Beginner · Course · 1 - 3 Months

    Financial Planning learners also search

    Financial Planning And Analysis
    Financial Management
    Financial Analysis
    Financial Engineering
    Financial Modeling
    Financial Accounting
    Financial Trading
    Finance
    1…192021…299

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

    • Value Chain Management: University of Illinois Urbana-Champaign
    • Meta Marketing Science Certification Prep: Meta
    • The Business of Health Care: University of Pennsylvania
    • Good with Words: Writing and Editing: University of Michigan
    • Excel Skills for Business: Intermediate II: Macquarie University
    • Assess for Success: Marketing Analytics and Measurement: Google
    • Scrum Master Certification: LearnQuest
    • Adobe Marketing Specialist: Adobe
    • Introduction to Personal Finance: SoFi
    • People Analytics: University of Pennsylvania

    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