• 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

    • U

      University of Maryland, College Park

      Risk Management Planning with Expert Judgement

      Skills you'll gain: Risk Analysis, Project Risk Management, Construction Management, Project Design, Quality Assurance, Project Planning, Contract Management, Project Coordination, Project Management, Team Oriented, Cost Management, Decision Making

      Intermediate · Course · 1 - 3 Months

    • Status: New
      New
      P

      Packt

      Cisco CyberOps Associate (200-201)

      Skills you'll gain: Cyber Operations, Intrusion Detection and Prevention, Cybersecurity, Cyber Security Assessment, Threat Modeling, Incident Response, Risk Management Framework, Network Security, Security Information and Event Management (SIEM), Threat Detection, Network Analysis, Firewall

      Intermediate · Course · 1 - 3 Months

    • P

      Packt

      Creating an Unresourced Project with Oracle Primavera P6 PPM

      Skills you'll gain: Work Breakdown Structure, Calendar Management, Performance Metric, Project Performance, Project Schedules, Project Controls, Scheduling, Project Planning, Project Management Software, Timelines, Dependency Analysis, Data Visualization

      Beginner · Course · 1 - 3 Months

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

      Packt

      Risk Management and Incident Response

      Skills you'll gain: Vulnerability Management, Risk Analysis, Risk Management, Disaster Recovery, Incident Response, Business Continuity Planning, Vulnerability Assessments, Threat Modeling, Business Risk Management, Investigation, Continuous Monitoring, Cybersecurity, Cyber Threat Intelligence, Security Controls, General Data Protection Regulation (GDPR)

      Intermediate · Course · 1 - 4 Weeks

    • C

      Coursera Project Network

      App Deployment with Cloud Foundry: Launch a Code Generator

      Skills you'll gain: Cloud Foundry, Application Deployment, Cloud Applications, Command-Line Interface, Platform As A Service (PaaS), Cloud Platforms, Multi-Cloud, Application Lifecycle Management, Web Development, HTML and CSS

      Intermediate · Guided Project · Less Than 2 Hours

    • Status: New
      New
      P

      Packt

      Building High Performance Teams

      Skills you'll gain: Team Building, Team Management, Teamwork, Team Motivation, Team Leadership, Collaboration, Employee Engagement, Delegation Skills, Performance Review, Conflict Management, Coaching

      Intermediate · Course · 1 - 4 Weeks

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

      L&T EduTech

      Production of concrete

      Skills you'll gain: Production Process, Manufacturing and Production, Manufacturing Operations, Construction Engineering, Plant Operations and Management, Construction, Manufacturing Processes, Laboratory Testing, Process Validation, Product Testing, Civil Engineering, Manufacturing Standards, Technical Standard, Engineering Calculations

      Advanced · Course · 1 - 4 Weeks

    • Status: New
      New
      S

      Starweaver

      Generative AI for Change Management

      Skills you'll gain: Stakeholder Engagement, Change Management, Organizational Change, Business Transformation, Generative AI, Innovation, Digital Transformation, Leadership and Management, Technology Strategies, Organizational Strategy, Employee Engagement, Employee Training, Business Ethics, Business Strategy, Business Metrics, Risk Mitigation

      Intermediate · Course · 1 - 4 Weeks

    • N

      Northwestern University

      현대 로봇공학, 강좌 3: 로봇 동역학

      Skills you'll gain: Automation Engineering, Mathematical Modeling, Computer Programming Tools, Simulation and Simulation Software, Mechanical Engineering, Engineering Calculations, Software Development Tools, Numerical Analysis, Mechanics, Torque (Physics), Algorithms, Control Systems, Applied Mathematics, Differential Equations, Linear Algebra

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free
      Free
      C

      Coursera Project Network

      Présentez votre Business avec Visme

      Skills you'll gain: Presentations, Business Writing, Marketing Materials, Business Planning, Product Demonstration, Sales Presentations, Price Negotiation, Marketing Design, Product Promotion

      Beginner · Guided Project · Less Than 2 Hours

    • U

      UBITS

      Estima la carga de trabajo de tu equipo

      Skills you'll gain: Sprint Planning, Project Estimation, Estimation, Backlogs, Agile Methodology, Agile Project Management, Kanban Principles, User Story, Team Management, Project Planning

      Intermediate · Course · 1 - 4 Weeks

    • Status: New
      New
      S

      Simplilearn

      Workflow Automation using Generative AI

      Skills you'll gain: Marketing Automation, Business Process Automation, OpenAI, ChatGPT, Automation, Performance Tuning, Workflow Management, Generative AI, Scalability, Blogs, Process Optimization, Real Time Data, Artificial Intelligence, Social Media Content, Application Programming Interface (API), Content Creation, Business Planning

      Beginner · 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…281282283…299

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

    • Risk Management Planning with Expert Judgement: University of Maryland, College Park
    • Cisco CyberOps Associate (200-201): Packt
    • Creating an Unresourced Project with Oracle Primavera P6 PPM: Packt
    • Risk Management and Incident Response: Packt
    • App Deployment with Cloud Foundry: Launch a Code Generator: Coursera Project Network
    • Building High Performance Teams: Packt
    • Production of concrete: L&T EduTech
    • Generative AI for Change Management: Starweaver
    • 현대 로봇공학, 강좌 3: 로봇 동역학: Northwestern University
    • Présentez votre Business avec Visme: Coursera Project Network

    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