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    • Financial Planning

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    1482 results for "financial planning"

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      Emory University

      Finance for Non-Financial Managers

      Skills you'll gain: Accounting, Financial Accounting, Finance, Financial Management, Investment Management, Business Analysis, Data Analysis, Financial Analysis, Generally Accepted Accounting Principles (GAAP), Risk Management, General Accounting, Leadership and Management

      4.4

      (369 reviews)

      Intermediate · Course · 1-3 Months

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      University of California, Irvine

      Initiating and Planning Projects

      Skills you'll gain: Project Management, Strategy and Operations, Leadership and Management, Entrepreneurship, Planning, Supply Chain and Logistics, Conflict Management, Human Resources

      4.7

      (21.8k reviews)

      Mixed · Course · 1-3 Months

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      Anaplan

      Connected Planning for Business Transformation

      Skills you'll gain: Entrepreneurship, Leadership and Management, Planning, Supply Chain and Logistics, Marketing, Sales, Strategy, Strategy and Operations

      Beginner · Specialization · 3-6 Months

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      Rice University

      Engineering Project Management: Initiating and Planning

      Skills you'll gain: Human Resources, Leadership Development, Leadership and Management, Professional Development, Project Management, Strategy and Operations, Business Communication, Business Psychology, Collaboration, Communication, Emotional Intelligence, Entrepreneurship, Organizational Development, Training, Culture

      4.8

      (3.1k reviews)

      Beginner · Course · 1-3 Months

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      University of Illinois at Urbana-Champaign

      Banking and Financial Institutions

      Skills you'll gain: Banking, Finance, Leadership and Management, Regulations and Compliance, Risk Management

      4.7

      (98 reviews)

      Mixed · Course · 1-3 Months

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      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, Financial Analysis, Finance, General Accounting, Business Psychology, Cost Accounting, Entrepreneurship, Investment Management, Leadership and Management, Management Accounting, Organizational Development

      4.4

      (12 reviews)

      Beginner · Course · 1-4 Weeks

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      Interactive Brokers

      ESG Investing: Financial Decisions in Flux

      Skills you'll gain: Finance, Leadership and Management, Data Management, Investment Management, Big Data, Research and Design, Supply Chain and Logistics, Entrepreneurship, Operations Research, Strategy and Operations, Supply Chain Systems, Accounting, Audit, Market Research, Marketing, Brand Management, Business Psychology, Organizational Development, Planning, Sales, Strategy, Estimation, Probability & Statistics

      4.5

      (47 reviews)

      Beginner · Specialization · 3-6 Months

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      University of Virginia

      Strategic Planning and Execution

      Skills you'll gain: Entrepreneurship, Leadership and Management, Marketing, Sales, Strategy, Strategy and Operations, Business Design, Research and Design, Business Analysis, Business Psychology, Decision Making, Organizational Development, Planning, Product Strategy, Business Process Management

      4.7

      (624 reviews)

      Mixed · Course · 1-4 Weeks

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      University of Colorado Boulder

      Project Planning and Execution

      Skills you'll gain: Leadership and Management, Strategy and Operations, Project Management, Finance, Risk Management, Budget Management, Business Psychology, Computer Graphic Techniques, Computer Graphics, Computer Vision, Contract Management, Data Visualization, Entrepreneurship, Geovisualization, Machine Learning, Operations Management, Organizational Development, Supplier Relationship Management, Supply Chain and Logistics

      4.7

      (28 reviews)

      Beginner · Course · 1-4 Weeks

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      University of Geneva

      Understanding Financial Markets

      Skills you'll gain: Finance, Investment Management, Financial Management, Regulations and Compliance, Securities Trading, Banking, Financial Analysis, Accounting, Business Analysis, Data Analysis, Leadership and Management, Risk Management

      4.8

      (5.4k reviews)

      Beginner · Course · 1-4 Weeks

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      Free

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      Yale University

      The Global Financial Crisis

      Skills you'll gain: Finance, Risk Management, Accounting, Leadership and Management

      4.8

      (2.2k reviews)

      Mixed · Course · 3-6 Months

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      Rutgers the State University of New Jersey

      Supply Chain Planning

      Skills you'll gain: Basic Descriptive Statistics, Business Analysis, Data Analysis, Forecasting, General Statistics, Probability & Statistics, Spreadsheet Software, Statistical Analysis, Operations Management, Data Visualization, Entrepreneurship, Statistical Visualization, Supply Chain and Logistics

      4.7

      (2.7k reviews)

      Beginner · Course · 1-4 Weeks

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

    • Finance for Non-Financial Managers: Emory University
    • Initiating and Planning Projects: University of California, Irvine
    • Connected Planning for Business Transformation: Anaplan
    • Engineering Project Management: Initiating and Planning: Rice University
    • Banking and Financial Institutions: University of Illinois at Urbana-Champaign
    • Financial Analysis of Organizations: University of Illinois at Urbana-Champaign
    • ESG Investing: Financial Decisions in Flux: Interactive Brokers
    • Strategic Planning and Execution: University of Virginia
    • Project Planning and Execution: University of Colorado Boulder
    • Understanding Financial Markets: University of Geneva

    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.
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