• For Individuals
  • For Businesses
  • For Universities
  • For Governments
Degrees
​
Log In
Join for Free
  1. Categories
  2. 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.

Popular Financial Planning Courses and Certifications


  • I

    IBM

    Financial Analysis and Modeling

    Skills you'll gain: Financial Modeling, Financial Statement Analysis, Financial Statements, Financial Analysis, Business Valuation, Financial Data, Financial Forecasting, Business Modeling, Benchmarking, Business Analysis, Microsoft Excel, Private Equity, Due Diligence, Risk Analysis, Dashboard Creation, Risk Management

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • C

    Corporate Finance Institute

    Preparatory Certificate in Finance and Financial Markets

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Statement Analysis, Annual Reports, Mergers & Acquisitions, Income Statement, Financial Statements, Financial Analysis, Business Valuation, Banking Services, Credit Risk, Loans, Capital Expenditure, Corporate Finance, Banking, Accounting, Capital Markets, Enterprise Risk Management (ERM), Balance Sheet, Financial Trading, Wealth Management

    4.8 stars, 1.2K reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.8 (1.2K) · Beginner · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • J

    John Wiley & Sons

    Advanced Financial Planning for Forecasting and Valuation

    Skills you'll gain: Operating Expense, Mergers & Acquisitions, Business Valuation, Financial Forecasting, Working Capital, Financial Management, Expense Management, Cash Flow Forecasting, Financial Analysis, Accounts Payable and Receivable, Finance, Growth Strategies, Financial Planning, Accounts Receivable, Risk Management, Cash Flows, Forecasting, Key Performance Indicators (KPIs)

    Advanced · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    Budgetary Control and Financial Planning

    Skills you'll gain: Budget Management, Variance Analysis, Budgeting, Cost Control, Cash Management, Cash Flows, Cost Management, Financial Planning

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • P

    Pearson

    Personal Financial Planning

    Skills you'll gain: Income Statement, Financial Statements, Financial Statement Analysis, Financial Planning, Financial Analysis, Goal Setting, Expense Management, Finance, Financial Acumen, Financial Data, Balance Sheet, Budgeting, Financial Management, Prioritization

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    Wealth Management and Financial Planning Essentials

    Skills you'll gain: Wealth Management, Derivatives, Investment Management, Investments, Portfolio Management, Financial Management, Financial Planning, Portfolio Risk, Finance, Risk Analysis, Loans, Insurance, Real Estate, Risk Management, Private Equity, Return On Investment, Planning, Estate Planning, Analysis, Design

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • E

    EDUCBA

    Financial Planning Case Studies and Solutions

    Skills you'll gain: Wealth Management, Portfolio Management, Financial Planning, Investment Management, Financial Analysis, Investments, Portfolio Risk, Analysis, Case Studies, Customer Analysis, Financial Data, Risk Analysis

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • C

    Coursera

    Improving Financial Planning with Oracle EPM

    Skills you'll gain: Financial Data, Forecasting, Accounting and Finance Software, Financial Forecasting, Fiscal Management, Budgeting, Data Management, Strategic Planning, Decision Making

    4.7 stars, 15 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 4.7 (15) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Financial Planning and Risk Management Essentials

    Skills you'll gain: Derivatives, Financial Planning, Risk Management, Wealth Management, Portfolio Management, Financial Market, Insurance, Risk Mitigation, Financial Trading, Finance, Portfolio Risk, Insurance Policies, Financial Management, Investment Management, Investments, Financial Analysis, Planning, Analysis, Construction

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • P

    Pearson

    Principles of Finance

    Skills you'll gain: Working Capital, Capital Budgeting, Accounts Receivable, Cash Management, Financial Market, International Finance, Finance, Financial Analysis, Capital Markets, General Finance, Financial Statements, Financial Statement Analysis, Business Ethics, Cash Flows, Financial Management, Business, Financial Acumen, Equities, Portfolio Risk, Corporate Finance

    Beginner · Specialization · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • J

    John Wiley & Sons

    Saving, Investing, Insurance, and Retirement Planning

    Skills you'll gain: Estate Planning, Portfolio Management, Investment Management, Asset Protection, Long Term Care, Portfolio Risk, Wealth Management, Financial Planning, Insurance Policies, Brokerage, Finance, Financial Market, International Finance, Asset Management, Real Estate, Property and Real Estate, Risk Management, Return On Investment, Risk Analysis, Growth Strategies

    Beginner · Specialization · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • U

    University of Illinois Urbana-Champaign

    RiskWise.

    Skills you'll gain: Insurance, Insurance Policies, Risk Management, Risk Management Framework, Asset Protection, Underwriting, Long Term Care, Economics, Wealth Management, Risk Analysis, Financial Planning, Asset Management, Legal Risk, Property Management, Portfolio Risk, Contract Review, Finance, Human Capital, Property and Real Estate, Behavioral Management

    4.9 stars, 112 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.9 (112) · Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
1234…622

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

  • Accounting
  • Artificial Intelligence (AI)
  • Cybersecurity
  • Data Analytics
  • Digital Marketing
  • Human Resources (HR)
  • Microsoft Excel
  • Project Management
  • Python
  • SQL

Professional Certificates

  • Google AI Certificate
  • Google Cybersecurity Certificate
  • Google Data Analytics Certificate
  • Google IT Support Certificate
  • Google Project Management Certificate
  • Google UX Design Certificate
  • IBM AI Engineering Certificate
  • IBM AI Product Manager Certificate
  • IBM Data Science Certificate
  • Intuit Academy Bookkeeping Certificate

Courses & Specializations

  • AI Essentials Specialization
  • AI For Business Specialization
  • AI For Everyone Course
  • AI in Healthcare Specialization
  • Deep Learning Specialization
  • Excel Skills for Business Specialization
  • Financial Markets Course
  • Machine Learning Specialization
  • Prompt Engineering for ChatGPT Course
  • Python for Everybody Specialization

Career Resources

  • Career Aptitude Test
  • CAPM Certification Requirements
  • CompTIA A+ Certification Requirements
  • CompTIA Security+ Certification Requirements
  • Essential IT Certifications
  • High-Income Skills to Learn
  • How to Learn Artificial Intelligence
  • PMP Certification Requirements
  • Popular Cybersecurity Certifications
  • Share your Coursera learning story

Coursera

  • About
  • Leadership
  • Careers
  • Catalog
  • Coursera Plus
  • Professional Certificates
  • Degrees
  • For Enterprise
  • For Government
  • For Campus
  • Become a Partner
  • Udemy

Community

  • Learners
  • Partners
  • Beta Testers
  • Free Courses
  • Blog
  • The Coursera Podcast
  • Tech Blog
  • Social Impact

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
© 2026 Coursera Inc. All rights reserved.
  • Coursera Facebook
  • Coursera Linkedin
  • Coursera Twitter
  • Coursera YouTube
  • Coursera Instagram
  • Coursera TikTok