• 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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Preview
    Preview
    P

    Peking University

    悖论:思维的魔方

    Skills you'll gain: Logical Reasoning, Behavioral Economics, Deductive Reasoning, Ethical Standards And Conduct, Ancient History, Psychology, Culture, Probability

    4.8
    Rating, 4.8 out of 5 stars
    ·
    45 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Introduction to Merchandising

    Skills you'll gain: Merchandising, Merchandise Displays, Inventory Management System, Retail Management, Consumer Behaviour, Visual Merchandising, Planogram, Retail Store Operations, Retail Sales, Marketing Psychology, Selling Techniques, Customer Insights, Analysis, Design

    4.6
    Rating, 4.6 out of 5 stars
    ·
    66 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    LearnKartS

    Project Approaches, Lifecycles, and Agile Implementation

    Skills you'll gain: Agile Project Management, Agile Methodology, Agile Software Development, Kanban Principles, Lean Methodologies, Project Management Life Cycle, Scaled Agile Framework, Project Implementation, Workflow Management, Sprint Planning, Project Planning, Project Management, Backlogs, Change Management, Sprint Retrospectives, Team Leadership

    4.7
    Rating, 4.7 out of 5 stars
    ·
    45 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Data & Accountability

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Market Data, Financial Data, Investments, Data Collection, Due Diligence, Big Data, Analytics, Investment Management, Financial Market, Business Ethics, Real Time Data, Sustainable Business, Artificial Intelligence, Machine Learning, Natural Language Processing

    4.4
    Rating, 4.4 out of 5 stars
    ·
    36 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    How to Develop Standard Operating Procedures (SOPs)

    Skills you'll gain: Standard Operating Procedure, Operational Efficiency, Lean Methodologies, Quality Assurance, Procedure Development, Operations Management, Safety Standards, Process Management, Process Optimization, Workforce Management, Continuous Improvement Process, Risk Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    36 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of London

    Operations Systems Excellence

    Skills you'll gain: Operations Management, Process Design, Operational Excellence, Business Operations, Operational Efficiency, Process Mapping, Operational Analysis, Organizational Strategy, Process Analysis, Business Strategy, Customer Service, Market Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    78 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Працюйте розумніше, а не більше: управління часом для особистої та професійної продуктивності

    Skills you'll gain: Time Management, Productivity, Prioritization, Goal Setting, Organizational Skills, Self-Awareness, Personal Development, Performance Improvement, Planning, Delegation Skills, Professional Development, Multitasking, Expectation Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    124 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Introduction to Generative AI for Developers With Copilot

    Skills you'll gain: Generative AI, Responsible AI, Microsoft Copilot, AI Enablement, Software Development Tools, AI Workflows, LLM Application, Software Documentation, Code Review, Natural Language Processing

    4.4
    Rating, 4.4 out of 5 stars
    ·
    66 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California San Diego

    Capstone: Analyzing (Social) Network Data

    Skills you'll gain: Social Network Analysis, Network Analysis, Graph Theory, Technical Communication, Data Structures, Algorithms, Analysis, Computer Science, Research

    4.7
    Rating, 4.7 out of 5 stars
    ·
    100 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free
    Free
    T

    Tufts University

    Building a Healthy Plate

    Skills you'll gain: Nutrition and Diet, Nutrition Education, Nutritional Assessment, Meal Planning And Preparation, Health Education

    4.8
    Rating, 4.8 out of 5 stars
    ·
    164 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    Emory University

    Forecasting Models for Marketing Decisions

    Skills you'll gain: Customer Analysis, Customer Demand Planning, Marketing Analytics, Forecasting, Consumer Behaviour, Marketing Effectiveness, Model Evaluation, Time Series Analysis and Forecasting, Microsoft Excel, Marketing, Regression Analysis, Customer Acquisition Management, Customer Retention

    4.3
    Rating, 4.3 out of 5 stars
    ·
    80 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    Association of International Certified Professional Accountants

    Making the Case for Robotic Process Automation

    Skills you'll gain: Robotic Process Automation, Business Process Automation, Return On Investment, Automation, Accounting and Finance Software, Business Requirements, Process Analysis, Business Metrics, Value Propositions, Process Improvement, Project Scoping, Digital Transformation

    4.1
    Rating, 4.1 out of 5 stars
    ·
    93 reviews

    Mixed · Course · 1 - 4 Weeks

1…205206207…378

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

  • 悖论:思维的魔方: Peking University
  • Introduction to Merchandising: Coursera
  • Project Approaches, Lifecycles, and Agile Implementation: LearnKartS
  • ESG Data & Accountability: Interactive Brokers
  • How to Develop Standard Operating Procedures (SOPs): Coursera
  • Operations Systems Excellence: University of London
  • Працюйте розумніше, а не більше: управління часом для особистої та професійної продуктивності: University of California, Irvine
  • Introduction to Generative AI for Developers With Copilot: Microsoft
  • Capstone: Analyzing (Social) Network Data: University of California San Diego
  • Building a Healthy Plate: Tufts University

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

  • Artificial Intelligence (AI)
  • Cybersecurity
  • Data Analytics
  • Digital Marketing
  • English Speaking
  • Generative AI (GenAI)
  • Microsoft Excel
  • Microsoft Power BI
  • Project Management
  • Python

Certificates & Programs

  • Google Cybersecurity Certificate
  • Google Data Analytics Certificate
  • Google IT Support Certificate
  • Google Project Management Certificate
  • Google UX Design Certificate
  • IBM Data Analyst Certificate
  • IBM Data Science Certificate
  • Machine Learning Certificate
  • Microsoft Power BI Data Analyst Certificate
  • UI / UX Design Certificate

Industries & Careers

  • Business
  • Computer Science
  • Data Science
  • Education & Teaching
  • Engineering
  • Finance
  • Healthcare
  • Human Resources (HR)
  • Information Technology (IT)
  • Marketing

Career Resources

  • Career Aptitude Test
  • Examples of Strengths and Weaknesses for Job Interviews
  • High-Income Skills to Learn
  • How Does Cryptocurrency Work?
  • How to Highlight Duplicates in Google Sheets
  • How to Learn Artificial Intelligence
  • Popular Cybersecurity Certifications
  • Preparing for the PMP Certification
  • Signs You Will Get the Job After an Interview
  • What Is Artificial Intelligence?

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
  • Share your Coursera learning story

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
© 2025 Coursera Inc. All rights reserved.
  • Coursera Facebook
  • Coursera Linkedin
  • Coursera Twitter
  • Coursera YouTube
  • Coursera Instagram
  • Coursera TikTok