Coursera
  • All DegreesExplore Bachelor’s & Master’s degrees
  • Computer Science & EngineeringExplore Computer Science & Engineering degrees
  • BusinessExplore MBA & Business degrees
  • Bachelor’s DegreesExplore master’s degrees from leading universities
  • MasterTrack™Earn credit towards a Master’s degree
  • University CertificatesAdvance your career with graduate-level learning
Find your New CareerFor EnterpriseFor Universities
  • Browse
  • Top Courses
  • Log In
  • Join for Free
    Coursera
    • Browse
    • Financial Planning

    Filter by

    1477 results for "financial planning"

    • Placeholder
      University of Minnesota

      Advanced Models for Decision Making

      Skills you'll gain: Decision Making, Entrepreneurship, Leadership and Management, Operations Research, Research and Design, Strategy and Operations, Mathematical Theory & Analysis, Mathematics, Accounting, Big Data, Business Analysis, Data Analysis, Data Management, Financial Analysis, Operations Management

      4.8

      (40 reviews)

      Beginner · Course · 1-4 Weeks

    • Placeholder
      University of Illinois at Urbana-Champaign

      Financial Analysis of Organizations

      Skills you'll gain: Accounting, Financial Accounting, Accounts Payable and Receivable, Business Analysis, Data Analysis, Finance, Financial Analysis, General Accounting, Business Psychology, Cost Accounting, Entrepreneurship, Investment Management, Leadership and Management, Management Accounting, Organizational Development

      4.4

      (11 reviews)

      Beginner · Course · 1-4 Weeks

    • Placeholder
      University System of Georgia

      Organization Planning and Development for the 6 σ Black Belt

      Skills you'll gain: Entrepreneurship, Strategy and Operations, Leadership and Management, Business Process Management, Marketing, Performance Management, Sales, Strategy, Operations Management, Business Analysis, Operational Analysis, Supply Chain and Logistics, Change Management, Project Management, Accounting, Business Communication, Communication, Cost Accounting, Finance, Human Resources, Leadership Development, Market Analysis, People Management, Risk Management, Planning, Problem Solving, Research and Design

      4.6

      (249 reviews)

      Mixed · Course · 1-3 Months

    • Placeholder
      University of Colorado Boulder

      Renewable Energy Projects

      Skills you'll gain: Strategy and Operations, Leadership and Management, Project Management, Accounting, Business Analysis, Data Analysis, Entrepreneurship, Financial Analysis, Finance, Financial Management, Operations Management, Planning, Supply Chain and Logistics

      4.8

      (33 reviews)

      Beginner · Course · 1-3 Months

    • Placeholder
      Yonsei University

      Financial Analysis for Startups

      Skills you'll gain: Accounting, Business Analysis, Data Analysis, Financial Analysis, Finance, Corporate Accouting, Financial Management, Investment Management

      4.6

      (104 reviews)

      Beginner · Course · 1-4 Weeks

    • Placeholder
      University of Colorado Boulder

      Product Cost and Investment Cash Flow Analysis

      Skills you'll gain: Finance, Accounting, Strategy and Operations, Cost Accounting, Project Management, Investment Management, Entrepreneurship, FinTech, Leadership and Management, Banking, Budget Management, Business Process Management, Business Psychology, Financial Accounting, Financial Management, Inventory Management, Management Accounting, Organizational Development, Supply Chain and Logistics, Probability & Statistics

      4.5

      (19 reviews)

      Beginner · Course · 1-3 Months

    • Placeholder
      Placeholder
      Università Bocconi

      Sustainable Urban Regeneration

      Beginner · Course · 1-3 Months

    • Placeholder
      Placeholder
      University of Pennsylvania

      Business and Financial Modeling

      Skills you'll gain: Business Analysis, Data Analysis, Probability & Statistics, Accounting, General Statistics, Leadership and Management, Spreadsheet Software, Finance, Financial Accounting, Decision Making, Financial Analysis, Probability Distribution, Statistical Analysis, Investment Management, Entrepreneurship, Basic Descriptive Statistics, Data Model, Forecasting, General Accounting, Microsoft Excel, Planning, Statistical Tests, Strategy, Strategy and Operations, Business Transformation, Data Management, Estimation, Marketing, Regression, Sales, Supply Chain and Logistics, Taxes, Risk Management, Business Research, Correlation And Dependence, Data Visualization, Financial Management, Management Accounting, Research and Design, Statistical Visualization, Corporate Accouting, Performance Management, Accounts Payable and Receivable, Cash Management, Data Analysis Software, Design and Product, Market Research, Mathematics, Problem Solving, Product Management, Product Marketing

      4.5

      (10.2k reviews)

      Beginner · Specialization · 3-6 Months

    • Placeholder
      Placeholder
      University of Pennsylvania

      Fintech: Foundations & Applications of Financial Technology

      Skills you'll gain: Finance, FinTech, BlockChain, Entrepreneurship, Entrepreneurial Finance, Machine Learning, Risk Management, Investment Management, Algorithms, Machine Learning Algorithms, Theoretical Computer Science, Business Analysis, Customer Analysis, Market Research, Payments, Regulations and Compliance, Research and Design, Business Process Management, Financial Management, Strategy and Operations

      4.6

      (3.3k reviews)

      Beginner · Specialization · 3-6 Months

    • Placeholder
      Placeholder
      Google

      Project Planning: Putting It All Together

      Skills you'll gain: Project Management, Strategy and Operations, Leadership and Management, Entrepreneurship, Finance, Planning, Supply Chain and Logistics, Budget Management, Business Communication, Collaboration, Communication, Risk Management, Estimation, Marketing, Operations Management, Operations Research, Probability & Statistics, Procurement, Public Relations, Research and Design, Software Engineering, Software Testing, Supply Chain Systems, Vendor Management

      4.8

      (8.2k reviews)

      Beginner · Course · 1-3 Months

    • Placeholder
      Placeholder
      University of Virginia

      Fundamentals of Project Planning and Management

      Skills you'll gain: Project Management, Strategy and Operations, Entrepreneurship, Finance, Leadership and Management, Performance Management, Planning, Probability & Statistics, Probability Distribution, Risk Management, Supply Chain and Logistics, Agile Software Development

      4.7

      (8.2k reviews)

      Beginner · Course · 1-4 Weeks

    • Placeholder
      Placeholder
      Columbia University

      Financial Engineering and Risk Management

      Skills you'll gain: Finance, Probability & Statistics, Risk Management, Mathematics, General Statistics, Probability Distribution, Investment Management, Mathematical Theory & Analysis, Securities Sales, Securities Trading, Accounting, Audit, Algebra, Calculus, Correlation And Dependence, Linear Algebra, Applied Mathematics, BlockChain, Communication, Computer Programming, Entrepreneurship, FinTech, Leadership and Management, Machine Learning, Markov Model, Product Marketing, Sales, Strategy

      4.4

      (138 reviews)

      Intermediate · Specialization · 3-6 Months

    Searches related to financial planning

    financial planning for young adults
    program financial planning with clickup
    personal & family financial planning
    fundamentals of financial planning, with goldman sachs 10,000 women
    1234…84

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

    • Advanced Models for Decision Making: University of Minnesota
    • Financial Analysis of Organizations: University of Illinois at Urbana-Champaign
    • Organization Planning and Development for the 6 σ Black Belt: University System of Georgia
    • Renewable Energy Projects: University of Colorado Boulder
    • Financial Analysis for Startups: Yonsei University
    • Product Cost and Investment Cash Flow Analysis: University of Colorado Boulder
    • Sustainable Urban Regeneration: Università Bocconi
    • Business and Financial Modeling: University of Pennsylvania
    • Fintech: Foundations & Applications of Financial Technology: University of Pennsylvania
    • Project Planning: Putting It All Together: Google

    Frequently Asked Questions about Financial Planning

    • Financial planning is the process of setting monetary goals - both short- and long-term - and developing a strategy to reach them. This set of skills is important because it helps you meet your financial obligations in the present while you envision how to achieve the future life that you desire.

      Managing your personal finances starts with making sure that you can budget your income to cover your expenses. With your expenses covered, extra income can be put into savings and low-risk investments to provide a stable foundation for the future. Then, whether procuring a business loan, life insurance, or setting up a retirement strategy, financial planning can be a constant companion through your life.

      The younger you are, the more important this process can be. Creating good investment habits early in your career can allow your hard-earned savings to compound over time and set you up for the success you want later in life.‎

    • Whether you manage a rural organic farm or develop state-of-the art urban housing, financial planning skills can help you manage your earnings with intention. This, in turn, empowers you to take control of your career path in the pursuit of your greater life goals.

      If you have both an acumen for financial planning and the desire to help others, you may want to pursue a career as a personal financial advisor. By providing guidance on everything from college tuition savings to retirement and estate plans, they can help clients manage their finances responsibly through every phase of life.

      According to the Bureau of Labor Statistics, personal financial advisors make a median salary of $87,850 per year and their job growth is expected to climb steadily as Baby Boomers enter retirement. Though they can start with only a bachelor’s degree, their chances of success improve when they get Certified Financial Planner (CFP) certification, and a master’s degree can help prepare them for management positions.‎

    • Yes, Coursera offers a wide range of online courses and Specializations in financial planning and related topics like financial management. So, whether you are looking for a career in financial planning or just looking to plan your own financial future, investing your valuable time and money in these courses is a low-risk, high-reward proposition. You’ll be learning from leading experts from top-ranked schools like the University of Florida, the University of Illinois at Urbana-Champaign, and the University of California, Irvine - all while paying a substantially lower tuition cost than on-campus students.‎

    • The skills and experience that you might need to already have before starting to learn financial planning may include an understanding of finance, knowledge of how people save and invest their incomes, and an enthusiasm for helping others make the most of their money. To move into the field of financial planning, you would be best served with a background in financial education, gained on the job or through a college degree, along with having a financial certification. Having these skills and experience would help you in this field, as financial planners use their insights to help their clients reach their financial goals. This might include financial work in investment planning, insurance planning, or retirement planning.‎

    • The kind of people best suited for work that involves financial planning are those people with an agreeable personality, a strong knowledge of investment options, an understanding of financial numbers, and a long-term focus on financial goals for their clients. Since a financial planner develops personalized financial plans for their clients, they might specialize in certain areas, like investments, real estate, retirement, education, or other areas. People who have gained a strong financial education with a bachelor's degree in accounting, business, finance, or economics are usually well suited for financial planning work.‎

    • You might know if learning financial planning is right for you if you've gotten excited about courses in investments, risk management, taxes, estate planning, and stock investing in online schools, colleges, and universities. These courses are fundamental for learning about financial planning. As more individuals seek investing guidance, the field of financial planning can be a lucrative path to take to help people wisely invest their money into strong investments. Essentially, if you find interest in knowing how real estate investment trusts work, or how to find ways to double a client’s money, then you might be a good fit for working in financial planning.‎

    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
    Placeholder
    Arts and Humanities
    338 courses
    Placeholder
    Business
    1095 courses
    Placeholder
    Computer Science
    668 courses
    Placeholder
    Data Science
    425 courses
    Placeholder
    Information Technology
    145 courses
    Placeholder
    Health
    471 courses
    Placeholder
    Math and Logic
    70 courses
    Placeholder
    Personal Development
    137 courses
    Placeholder
    Physical Science and Engineering
    413 courses
    Placeholder
    Social Sciences
    401 courses
    Placeholder
    Language Learning
    150 courses

    Coursera Footer

    Learn Something New

    • Learn a Language
    • Learn Accounting
    • Learn Coding
    • Learn Copywriting
    • Learn HR
    • Learn Public Relations
    • Boulder MS Data Science
    • Illinois iMBA
    • Illinois MS Computer Science
    • UMich MS in Applied Data Science

    Popular Data Science Topics

    • Artificial Intelligence
    • Data Analysis
    • Data Engineering
    • Data Science
    • Excel
    • Machine Learning
    • Python
    • Power BI
    • R Programming
    • SQL

    Popular Computer Science & IT Topics

    • Blockchain
    • Coding
    • Computer Science
    • Cybersecurity
    • Full Stack Web Development
    • IT
    • Java
    • Software Engineering
    • Web Design
    • Web Development

    Popular Business Topics

    • Accounting
    • Business Finance
    • Communication Skills
    • Leadership & Management
    • Marketing
    • Product Management
    • Project Management
    • UX Design
    • UX Research
    • Writing

    Coursera

    • About
    • What We Offer
    • Leadership
    • Careers
    • Catalog
    • Coursera Plus
    • Professional Certificates
    • MasterTrack® Certificates
    • Degrees
    • For Enterprise
    • For Government
    • For Campus
    • Become a Partner
    • Coronavirus Response
    • Free Courses
    • All Courses

    Community

    • Learners
    • Partners
    • Beta Testers
    • Translators
    • Blog
    • Tech Blog
    • Teaching Center

    More

    • Press
    • Investors
    • Terms
    • Privacy
    • Help
    • Accessibility
    • Contact
    • Articles
    • Directory
    • Affiliates
    • Modern Slavery Statement
    Learn Anywhere
    Placeholder
    Placeholder
    Placeholder
    © 2023 Coursera Inc. All rights reserved.
    • Placeholder
    • Placeholder
    • Placeholder
    • Placeholder
    • Placeholder
    • Placeholder