• 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
     *

    Level
    Required
     *

    Duration
    Required
     *

    Skills
    Required
     *

    Subtitles
    Required
     *

    Educator
    Required
     *

    Explore the Financial Planning Course Catalog

    • Status: Free
      Free
      C

      Coursera Project Network

      Диверсификация портфеля с помощью корреляционной матрицы

      Skills you'll gain: Correlation Analysis, Portfolio Management, Investments, Financial Analysis, Asset Management, Financial Market, Risk Analysis

      Intermediate · Guided Project · Less Than 2 Hours

    • Status: New
      New
      Status: Free Trial
      Free Trial
      P

      Packt

      CompTIA Cloud+ (CV0-003)

      Skills you'll gain: Cloud Computing Architecture, Cloud Infrastructure, Cloud Security, Cloud Computing, Incident Response, IT Security Architecture, Cloud Management, Disaster Recovery, Cloud Services, Capacity Management, Network Troubleshooting, Virtual Machines, Virtualization, Application Security, System Monitoring, Security Controls, Data Migration, Microsoft Azure, Cloud Storage, Network Security

      Intermediate · Specialization · 1 - 3 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      L

      L&T EduTech

      Highway Planning, Pavement Design and Construction

      Skills you'll gain: Construction Inspection, Construction, Construction Management, Civil Engineering, Civil and Architectural Engineering, Engineering Practices, Hydraulics, Grading (Landscape), Structural Analysis, Engineering Plans And Specifications, Environmental Engineering, Failure Analysis, Laboratory Testing, Engineering Software, Engineering Design Process, Plant Operations and Management, Technical Standard, Engineering Calculations, Engineering Analysis, Safety Assurance

      Advanced · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      M

      Meta

      La pila completa

      Skills you'll gain: Full-Stack Web Development, Responsive Web Design, Django (Web Framework), Front-End Web Development, Application Deployment, Web Development, HTML and CSS, Web Applications, Back-End Web Development, MySQL, Cloud Computing, Virtual Environment, Javascript, Application Programming Interface (API), Scalability

      Intermediate · Course · 1 - 3 Months

    • C

      Coursera Instructor Network

      Introduction to Wholesaling

      Skills you'll gain: Wholesaling, Target Market, Sales Management, Business Strategies, B2B Sales, Business Development, Sales Strategy, Business Operations, Business Planning, Operations Management, Business, Business Modeling, Logistics Management, Inventory Management System

      Intermediate · Course · 1 - 4 Weeks

    • Status: New
      New
      T

      The Hong Kong University of Science and Technology

      Learning HTML, CSS and JavaScript through Game Development

      Skills you'll gain: HTML and CSS, jQuery, Javascript and jQuery, Web Design and Development, Javascript, Web Development, Animations, Front-End Web Development, Web Applications

      Intermediate · Course · 1 - 3 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      U

      University of Colorado Boulder

      Social Media as a Marketing Tool in Business Communication

      Skills you'll gain: Social Media, Social Media Strategy, Social Media Campaigns, Social Media Content, Social Media Marketing, Marketing Communications, Target Audience, Media Planning, Digital Media Strategy, Brand Strategy, Strategic Communication, Media Strategy, Marketing Planning, Paid media, Content Strategy, Customer Insights, Shared Media, Content Performance Analysis, Persuasive Communication, Earned Media

      Intermediate · Specialization · 1 - 3 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      I

      Illinois Tech

      Transformational Leadership in a Tech-Driven Marketplace

      Skills you'll gain: Culture Transformation, Innovation, Organizational Change, Business Transformation, Strategic Leadership, Business Communication, Change Management, Organizational Leadership, Organizational Structure, Business Planning, Competitive Analysis, Business Writing, Leadership, Business Analysis, Business Strategy, Presentations, Project Planning, Financial Planning

      Build toward a degree

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of California, Irvine

      Project Practicum with Multiple Projects

      Skills you'll gain: Stakeholder Management, Stakeholder Communications, Work Breakdown Structure, Program Management, Project Management, Resource Planning, Resource Utilization, Agile Project Management, Project Risk Management, Resource Allocation, Scheduling, Project Schedules, Agile Methodology, Portfolio Management

      Beginner · Course · 1 - 3 Months

    • P

      Packt

      Agile Scrum Master Certification Exam Prep (CSM)

      Skills you'll gain: Team Building, Agile Project Management, Sprint Planning, Backlogs, Team Management, Agile Methodology, Sprint Retrospectives, Project Risk Management, Meeting Facilitation, Stakeholder Engagement, Continuous Improvement Process

      Intermediate · Course · 1 - 3 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      P

      Packt

      Systems Security Certified Practitioner

      Skills you'll gain: Risk Analysis, Risk Management, Cybersecurity, Network Security, Incident Response, Cloud Security, Risk Management Framework, Authentications, Business Continuity Planning, Security Management, Application Security, Threat Modeling, OSI Models, Threat Management, Cryptography, Disaster Recovery, Vulnerability Assessments, Encryption, Identity and Access Management, Security Controls

      Intermediate · Specialization · 1 - 3 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      P

      Packt

      Cloud Architecture and Security

      Skills you'll gain: Cloud Computing Architecture, Cloud Security, Cloud Computing, Incident Response, IT Security Architecture, Capacity Management, Application Security, Security Controls, Network Security, Hardening, Scalability, Emerging Technologies, Identity and Access Management, Encryption

      Intermediate · Course · 1 - 4 Weeks

    Financial Planning learners also search

    Financial Planning And Analysis
    Financial Management
    Financial Analysis
    Financial Engineering
    Financial Modeling
    Financial Accounting
    Financial Trading
    Finance
    1…276277278…301

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

    • Диверсификация портфеля с помощью корреляционной матрицы: Coursera Project Network
    • CompTIA Cloud+ (CV0-003): Packt
    • Highway Planning, Pavement Design and Construction: L&T EduTech
    • La pila completa: Meta
    • Introduction to Wholesaling: Coursera Instructor Network
    • Learning HTML, CSS and JavaScript through Game Development: The Hong Kong University of Science and Technology
    • Social Media as a Marketing Tool in Business Communication: University of Colorado Boulder
    • Transformational Leadership in a Tech-Driven Marketplace: Illinois Tech
    • Project Practicum with Multiple Projects: University of California, Irvine
    • Agile Scrum Master Certification Exam Prep (CSM): Packt

    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