• 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 California, Irvine

      Essentials of Management and Strategic Planning

      Skills you'll gain: Business Planning, Business Strategy, People Development, Strategic Leadership, Leadership and Management, Leadership Development, Organizational Strategy, Business Management, Business Leadership, Strategic Thinking, Employee Coaching, Plan Execution, Accountability, People Management, Team Leadership, Leadership, Goal Setting

      4.7
      Rating, 4.7 out of 5 stars
      ·
      341 reviews

      Beginner · Course · 1 - 4 Weeks

    • R

      Rutgers the State University of New Jersey

      Supply Chain Planning

      Skills you'll gain: Demand Planning, Forecasting, Customer Demand Planning, Supply Chain Planning, Sales Management, Time Series Analysis and Forecasting, Supply Chain Management, Production Planning, Trend Analysis, Decision Making

      4.7
      Rating, 4.7 out of 5 stars
      ·
      3K reviews

      Beginner · Course · 1 - 4 Weeks

    • U

      University of California, Irvine

      Supply Chain Planning

      Skills you'll gain: Supply Chain Planning, Demand Planning, Customer Demand Planning, Supply Chain Management, Capacity Planning, Materials Management, Forecasting, Performance Measurement, Microsoft Excel, Data-Driven Decision-Making, Statistical Methods, Key Performance Indicators (KPIs), Meeting Facilitation, Communication Strategies

      4.5
      Rating, 4.5 out of 5 stars
      ·
      246 reviews

      Intermediate · Course · 1 - 4 Weeks

    • R

      Rutgers the State University of New Jersey

      Demand Analytics

      Skills you'll gain: Demand Planning, Data Collection, Forecasting, Supply Chain Planning, Statistical Modeling, Data Processing, Market Dynamics, Time Series Analysis and Forecasting, Trend Analysis, Regression Analysis, Exploratory Data Analysis, Data Validation, Data Analysis Software

      4.6
      Rating, 4.6 out of 5 stars
      ·
      290 reviews

      Beginner · Course · 1 - 4 Weeks

    • U

      University of Illinois Urbana-Champaign

      Financial Reporting

      Skills you'll gain: Balance Sheet, Revenue Recognition, Financial Accounting, Financial Reporting, Depreciation, Financial Statement Analysis, Generally Accepted Accounting Principles (GAAP), Accounts Receivable, Accounting, Inventory Accounting, Income Statement, Financial Statements, Cash Management, Accrual Accounting, Tax Management, Cash Flows, Fixed Asset, International Financial Reporting Standards, Technical Accounting, Standard Accounting Practices

      Build toward a degree

      4.7
      Rating, 4.7 out of 5 stars
      ·
      897 reviews

      Intermediate · Specialization · 3 - 6 Months

    • J

      Johns Hopkins University

      Sustainable Cities

      Skills you'll gain: Architectural Design, Building Codes, Community Development, Land Development, Public Works, Landscape Architecture, Transportation Operations, Civil Engineering, Environmental Engineering, Building Design, Economic Development, Land Management, Water Resources, Environment, Geographic Information Systems, Environment and Resource Management, Construction, Environmental Science, Environmental Issue, Pollution Prevention

      4.6
      Rating, 4.6 out of 5 stars
      ·
      413 reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free
      Free
      E

      EDHEC Business School

      Building Strategic Foresight Capabilities

      Skills you'll gain: Systems Thinking, Strategic Thinking, Forecasting, Strategic Decision-Making, Stakeholder Engagement, Organizational Strategy, Complex Problem Solving, Business Transformation, Business Strategy, Trend Analysis, Innovation, Emerging Technologies

      4.9
      Rating, 4.9 out of 5 stars
      ·
      223 reviews

      Intermediate · Course · 1 - 3 Months

    • U

      University of Illinois Urbana-Champaign

      Banking and Financial Institutions

      Skills you'll gain: Financial Systems, Banking, Risk Management, FinTech, Retail Banking, Financial Regulations, Financial Services, Commercial Banking, Operational Risk, Credit Risk, Payment Systems, Financial Market, Balance Sheet

      4.7
      Rating, 4.7 out of 5 stars
      ·
      247 reviews

      Intermediate · Course · 1 - 3 Months

    • U

      University of Amsterdam

      Reclaiming the Street for Livable Urban Spaces

      Skills you'll gain: Action Oriented, Community Organizing, Strategic Planning, Community Development, Change Management, Systems Thinking, Transportation Operations, Innovation, Advocacy, Experimentation, Influencing, Public Policies

      4.7
      Rating, 4.7 out of 5 stars
      ·
      80 reviews

      Beginner · Course · 1 - 3 Months

    • U

      University of Illinois Urbana-Champaign

      Financial Statement and Ratio Analysis for Accountants

      Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Balance Sheet, Financial Reporting, Accounting, Income Statement, Equities, Business Valuation, Return On Investment, Financial Forecasting, Securities (Finance), Cash Flows

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      77 reviews

      Intermediate · Course · 1 - 3 Months

    • U

      University of Illinois Urbana-Champaign

      Understanding Financial Statements: Company Position

      Skills you'll gain: Balance Sheet, Financial Statements, Financial Statement Analysis, Financial Accounting, Accounting, Financial Reporting, Generally Accepted Accounting Principles (GAAP), Asset Management

      4.8
      Rating, 4.8 out of 5 stars
      ·
      1.4K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free
      Free
      I

      Indian Institute for Human Settlements

      Shaping Urban Futures

      Skills you'll gain: Innovation, Community Development, Environmental Issue, Social Sciences, Economics, Policy, and Social Studies, Policy Analysis, Socioeconomics, Systems Thinking, International Relations, Emerging Technologies, Technology Strategies, Research, Big Data, Research Methodologies

      4.6
      Rating, 4.6 out of 5 stars
      ·
      53 reviews

      Intermediate · 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…91011…295

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

    • Essentials of Management and Strategic Planning: University of California, Irvine
    • Supply Chain Planning: Rutgers the State University of New Jersey
    • Supply Chain Planning: University of California, Irvine
    • Demand Analytics: Rutgers the State University of New Jersey
    • Financial Reporting: University of Illinois Urbana-Champaign
    • Sustainable Cities: Johns Hopkins University
    • Building Strategic Foresight Capabilities: EDHEC Business School
    • Banking and Financial Institutions: University of Illinois Urbana-Champaign
    • Reclaiming the Street for Livable Urban Spaces: University of Amsterdam
    • Financial Statement and Ratio Analysis for Accountants: University of Illinois Urbana-Champaign

    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