• 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.

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    A

    American Council on Exercise

    Foundations of Effective Behavior Change Coaching

    Skills you'll gain: Health And Wellness Coaching, Motivational Interviewing, Goal Setting, Smart Goals, Coaching, Cognitive Behavioral Therapy, Overcoming Obstacles, Problem Solving, Behavior Management, Treatment Planning, Accountability, Active Listening, Communication Strategies, Empathy

    4
    Rating, 4 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free
    Free
    C

    Coursera

    Measure a Marketing Strategy using Facebook Insights

    Skills you'll gain: Facebook, Corporate Communications, Customer Insights, Social Media Marketing, Social Media Analytics, Communication Planning, Marketing Effectiveness, Marketing Analytics, Data-Driven Marketing, Social Media, Content Performance Analysis, Marketing Strategies, Marketing, Web Presence, Target Audience, Research

    4.7
    Rating, 4.7 out of 5 stars
    ·
    49 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Advanced Excel Analytics, Automation & Data Analysis

    Skills you'll gain: Excel Macros, Data Validation, Scatter Plots, Plot (Graphics), Pivot Tables And Charts, Microsoft Excel, Data Visualization, Regression Analysis, Excel Formulas, Statistical Visualization, Histogram, Data Analysis, Data Integrity, Statistical Modeling, Descriptive Statistics, Spreadsheet Software, Analytics, Financial Data, Financial Analysis, Automation

    4.9
    Rating, 4.9 out of 5 stars
    ·
    34 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free
    Free
    C

    Coursera

    Build a Budget and Analyze Variance using Google Sheets

    Skills you'll gain: Google Sheets, Proposal Development, Variance Analysis, Trend Analysis, Budget Management, Budgeting, Spreadsheet Software, Google Workspace, Presentations, Financial Acumen, Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    82 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    U

    University of Michigan

    Cómo inspirar y a motivar personas

    Skills you'll gain: Team Motivation, Visionary, Motivational Skills, Goal Setting, Constructive Feedback, Employee Performance Management, Organizational Leadership, Performance Review, Performance Appraisal, Team Performance Management, Leadership, Team Leadership, Drive Engagement, Employee Engagement, Behavior Management, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    193 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    Liberty Mutual Insurance

    Insurance Product Knowledge

    Skills you'll gain: Workers Compensation, Insurance Policies, Insurance, Product Knowledge, Cyber Risk, Product Lining, Cyber Attacks, Law, Regulation, and Compliance, Risk Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    Edureka

    Project Management Basics: Foundations & Frameworks

    Skills you'll gain: Cost Management, Stakeholder Communications, Cost Estimation, Project Management, Risk Management, Scope Management, Project Coordination, Project Controls, Stakeholder Analysis, Risk Management Framework, Project Closure, Project Implementation, Requirements Management, Risk Mitigation, Project Schedules, Risk Analysis, Program Management, Work Breakdown Structure, Timelines

    4.2
    Rating, 4.2 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Universidad Austral

    Gestión innovadora: transformando instituciones educativas

    Skills you'll gain: Curriculum Planning, Student-Centred Learning, Education Software and Technology, Innovation, Curriculum Development, Pedagogy, Organizational Leadership, Culture Transformation, Digital pedagogy, Organizational Development, Management Training And Development, Strategic Leadership, Organizational Change, Leadership, Learning Styles, Team Building, Team Collaboration

    4.8
    Rating, 4.8 out of 5 stars
    ·
    31 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    Create Customer Personas in Canva

    Skills you'll gain: Customer Analysis, Persona Development, Customer Relationship Management, Customer Insights, Target Audience, Target Market, Marketing Strategies, Marketing Planning, Consumer Behaviour, Social Media, Product Knowledge, Research

    4.6
    Rating, 4.6 out of 5 stars
    ·
    33 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    P

    Packt

    Securing Systems and Networks

    Skills you'll gain: Network Security, Intrusion Detection and Prevention, Command-Line Interface, Cybersecurity, IT Security Architecture, Information Systems Security, Local Area Networks, Cyber Attacks, Computer Security, Linux Commands, Windows PowerShell, Security Controls, Hardening, Vulnerability Scanning, Endpoint Security, Threat Detection, Linux, Network Architecture, Wireless Networks, Network Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    14 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Acupressure Essentials: Pressure Point Techniques for Symptom Management and Self-Care

    Skills you'll gain: Pain Management, Manual Therapy, Treatment Planning, Clinical Practices

    4.8
    Rating, 4.8 out of 5 stars
    ·
    41 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Analytics Project Ideation

    Skills you'll gain: Predictive Modeling, Predictive Analytics, Simulations, Exploratory Data Analysis, Experimentation, Research Design, Business Analytics, Operations Research, Project Design, Business Planning, Simulation and Simulation Software, Customer Analysis, Advanced Analytics, A/B Testing, Data Mining, Business Analysis, Ideation, Sprint Planning, Problem Solving, Critical Thinking

    Beginner · Specialization · 3 - 6 Months

1…337338339…621

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

  • Foundations of Effective Behavior Change Coaching: American Council on Exercise
  • Measure a Marketing Strategy using Facebook Insights: Coursera
  • Advanced Excel Analytics, Automation & Data Analysis: EDUCBA
  • Build a Budget and Analyze Variance using Google Sheets: Coursera
  • Cómo inspirar y a motivar personas: University of Michigan
  • Insurance Product Knowledge: Liberty Mutual Insurance
  • Project Management Basics: Foundations & Frameworks: Edureka
  • Gestión innovadora: transformando instituciones educativas: Universidad Austral
  • Create Customer Personas in Canva: Coursera
  • Securing Systems and Networks: Packt

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
  • 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
  • Udemy

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