• 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: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Analyze & Apply Commercial Banking Operations

    Skills you'll gain: Commercial Banking, Banking Services, Bank Regulations, Commercial Lending, Banking, Financial Regulation, General Lending, Loans, Lending and Underwriting, Financial Regulations, Cash Management, Payment Systems, Regulatory Compliance, Regulatory Requirements, Deposit Accounts, Financial Services, Credit Risk, Working Capital, Payment Processing and Collection, Payment Processing

    5
    Rating, 5 out of 5 stars
    ·
    13 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    B

    Board Infinity

    Prepare for CFA Level 1: Ethics and Professional Standards

    Skills you'll gain: Ethical Standards And Conduct, Business Ethics, Decision Making, Investment Management, Conflict Management, Compliance Management, Financial Reporting, Performance Reporting, Law, Regulation, and Compliance, Accountability, Case Studies

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Scrimba

    Learn Responsive Web Design

    Skills you'll gain: Responsive Web Design, HTML and CSS, Cascading Style Sheets (CSS), Web Design, Front-End Web Development, Web Development, UI Components, Hypertext Markup Language (HTML), Typography, Design Strategies

    4.5
    Rating, 4.5 out of 5 stars
    ·
    16 reviews

    Intermediate · Course · 1 - 3 Months

  • P

    Packt

    Kanban for Software Project Management

    Skills you'll gain: Kanban Principles, Workflow Management, Agile Software Development, Agile Project Management, Project Estimation, Agile Methodology, Estimation, Process Optimization, Backlogs, Agile Product Development, User Story, Process Improvement, Resource Utilization

    4
    Rating, 4 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Insurance Training: Underwriting, Claims & IRDAI

    Skills you'll gain: Claims Processing, Insurance and Warranty Claims Processing, Insurance, Underwriting, Regulatory Compliance, Insurance Policies, Regulatory Requirements, Law, Regulation, and Compliance, Lending and Underwriting, Compliance Management, Risk Analysis, Risk Management Framework, Compliance Training, Customer Complaint Resolution, Risk Mitigation, Business Risk Management, Risk Management, Customer Advocacy, Contract Review, Financial Services

    5
    Rating, 5 out of 5 stars
    ·
    25 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Regulatory Landscape of Alternative Investments

    Skills you'll gain: Financial Industry Regulatory Authorities, Asset Management, Financial Regulations, Financial Regulation, Securities (Finance), Investments, Investment Management, Law, Regulation, and Compliance, Regulatory Compliance, Private Equity, Real Estate, Financial Services, Regulatory Requirements, Capital Markets, Property and Real Estate, Due Diligence, Fundraising and Crowdsourcing, Case Studies

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Forecast Financials with Monte Carlo Mastery

    Skills you'll gain: Financial Forecasting, Financial Modeling, Risk Analysis, Risk Modeling, Forecasting, Financial Data, Cash Flow Forecasting, Simulation and Simulation Software, Microsoft Excel, Financial Analysis, Trend Analysis, Probability Distribution, Risk Management, Time Series Analysis and Forecasting, Data Analysis

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Liderazgo en la empresa familiar

    Skills you'll gain: Leadership, Organizational Leadership, Business Leadership, Leadership and Management, Governance, Strategic Leadership, Leadership Development, Succession Planning, Organizational Development, Business Management, Business Administration, Organizational Structure, Strategic Thinking, Knowledge Transfer, Business Planning, Business Strategy, Professional Networking, Stakeholder Engagement, Business Economics, Decision Making

    5
    Rating, 5 out of 5 stars
    ·
    6 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Banco Interamericano de Desarrollo

    Análisis de riesgos de desastres y cambio climático

    Skills you'll gain: Risk Analysis, Risk Management, Risk Modeling, Risk Management Framework, Project Risk Management, Governance, Failure Analysis, Governance Risk Management and Compliance, Feasibility Studies, Mitigation, Analysis, Risk Mitigation, Crisis Management, Key Performance Indicators (KPIs), Failure Mode And Effects Analysis, Disaster Recovery, Performance Metric, Hazard Analysis, Climate Change Adaptation, Investment Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    44 reviews

    Advanced · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Electrical Design Engineer - Circuit Analysis

    Skills you'll gain: Electronic Systems, Basic Electrical Systems, Electrical Engineering, Hardware Design, Electronic Hardware, Electronics Engineering, Electronics, Electronic Components, Network Analysis, Simulation and Simulation Software, Engineering Analysis, Engineering Calculations, Analysis, Simulations, High Voltage, Grant Applications

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Goodwill® Digital Navigator Certificate

    Skills you'll gain: digital literacy, Cultural Responsiveness, Training Programs, Educational Materials, Intercultural Competence, Relationship Building, Active Listening, Digital Transformation, Computer Literacy, Workforce Development, Community Development, Community Outreach, Research, Diversity Awareness, Workplace inclusivity, Rapport Building, Cultural Sensitivity, Curriculum Planning, Digital Communications, Computer Security Awareness Training

    4.7
    Rating, 4.7 out of 5 stars
    ·
    48 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Packt

    CompTIA Project+ (PK0-005)

    Skills you'll gain: Scope Management, Cost Management, Project Schedules, Budget Management, Project Scoping, Procurement, Project Risk Management, IT Management, Project Management, Change Control, Software Development Methodologies, Project Management Software, Vendor Management, Project Management Life Cycle, Systems Development Life Cycle, Change Management, Risk Management, Communication Strategies, Quality Assurance, Stakeholder Engagement

    5
    Rating, 5 out of 5 stars
    ·
    10 reviews

    Intermediate · Specialization · 3 - 6 Months

1…379380381…621

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

  • Analyze & Apply Commercial Banking Operations: EDUCBA
  • Prepare for CFA Level 1: Ethics and Professional Standards: Board Infinity
  • Learn Responsive Web Design: Scrimba
  • Kanban for Software Project Management: Packt
  • Insurance Training: Underwriting, Claims & IRDAI: EDUCBA
  • Regulatory Landscape of Alternative Investments: University of Illinois Urbana-Champaign
  • Forecast Financials with Monte Carlo Mastery: Coursera
  • Liderazgo en la empresa familiar: Tecnológico de Monterrey
  • Análisis de riesgos de desastres y cambio climático: Banco Interamericano de Desarrollo
  • Electrical Design Engineer - Circuit Analysis: Coursera

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