• 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
    S

    SkillUp

    Anti Money Laundering and Transaction Compliance

    Skills you'll gain: Registration, Loan Origination, Mortgage Loans, Electronic Benefits Transfer (EBT), Regulatory Compliance, Compliance Training, Financial Industry Regulatory Authorities, Automated Clearing House, Consumer Lending, Threat Detection, General Lending, Customer Complaint Resolution, Workflow Management, Records Management, Payment Processing and Collection, Payment Systems, Governance Risk Management and Compliance, Financial Controls, Standard Operating Procedure, Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    14 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Michigan

    Negociación exitosa: Estrategias y habilidades esenciales (en español)

    Skills you'll gain: Negotiation, Contract Negotiation, Mediation, Arbitration, Communication, Planning, Contract Compliance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.8K reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    P

    Pearson

    Writing a Business Plan

    Skills you'll gain: Value Propositions, Business Planning, Presentations, Microsoft PowerPoint, Market Opportunities, Business Writing, Entrepreneurship, Persuasive Communication, Overcoming Objections, Financial Forecasting, Business Strategy, Target Market, Financial Planning

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Structured Finance and Securitization Basics

    Skills you'll gain: Securities (Finance), Credit Risk, Capital Markets, Financial Services, Financial Market, Investment Banking, Lending and Underwriting, Finance, Financial Regulations, Banking, Derivatives, Financial Management, Investment Management, Risk Management, Financial Analysis, Risk Analysis, Asset Management, Analysis, Product Management, Product Design

    Mixed · Course · 1 - 4 Weeks

  • Status: Bestseller
    Bestseller
    U

    University of London

    Brand Management: Aligning Business, Brand and Behaviour

    Skills you'll gain: Brand Management, Branding, Brand Marketing, Brand Strategy, Brand Awareness, Brand Loyalty, Culture Transformation, Employee Engagement, Marketing Management, Global Marketing, Experience Design, Customer experience strategy (CX), Human Resource Strategy, Human Resources, Strategic Marketing, Organizational Change, Organizational Development, Behavior Management, Customer Engagement, Business Valuation

    4.9
    Rating, 4.9 out of 5 stars
    ·
    7.9K reviews

    Beginner · Course · 1 - 3 Months

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

    EDUCBA

    Mergers and Acquisitions Modeling

    Skills you'll gain: Mergers & Acquisitions, Financial Modeling, Microsoft Excel, Business Modeling, Business Valuation, Investment Banking, Balance Sheet, Financial Statement Analysis, Consolidation, Financial Accounting, Finance, Performance Analysis, Financial Analysis, Business Analysis, 3D Modeling, Business, Corporate Finance, Analysis, Construction, Environment

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Fundamentos Estratégicos Empresariales

    Skills you'll gain: Business Planning, ISO 9000 Series, Strategic Marketing, Marketing, Financial Statement Analysis, Financial Statements, Quality Management Systems, Organizational Strategy, Financial Analysis, Product Planning, Governance, Marketing Planning, Corporate Strategy, Operations Management, Organizational Structure, Working Capital, Financial Data, Business Strategies, Market Analysis, Quality Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    A

    Atlassian

    Agile with Atlassian Jira

    Skills you'll gain: Jira (Software), Agile Methodology, Scrum (Software Development), Kanban Principles, Agile Software Development, Agile Project Management, Lean Methodologies, Backlogs, Agile Product Development, Project Management Software, Sprint Planning, User Story, Workflow Management, Project Management, Issue Tracking, Configuration Management, Query Languages, Software Versioning, Continuous Improvement Process, User Accounts

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.7K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    I

    IBM

    Executive Storytelling & Governance

    Skills you'll gain: Financial Forecasting, Financial Data, Executive Presence, Stakeholder Communications, Data Storytelling, Cash Flow Forecasting, Data Literacy, Management Reporting, Governance Risk Management and Compliance, Financial Modeling, Data Presentation, Data Visualization, Financial Controls, Business Reporting, Financial Analysis, Risk Management, Financial Planning, Business Communication, Stakeholder Management, Communication Strategies

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Bond Markets and Interest Rate Dynamics

    Skills you'll gain: Securities (Finance), Risk Analysis, Investments, Investment Banking, Portfolio Risk, Market Dynamics, Financial Market, Capital Markets, Investment Management, Financial Analysis, Banking, Return On Investment, Financial Management, Finance, Corporate Finance, Economics, Analysis, Behavior Management, Mechanics

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Engineering Project Management

    Skills you'll gain: Cost Estimation, Project Scoping, Communication Planning, Cost Management, Engineering Management, Scope Management, Project Estimation, Project Schedules, Earned Value Management, Team Management, Quality Assurance, Stakeholder Management, Team Performance Management, Risk Management, Organizational Structure, Project Documentation, Stakeholder Engagement, Project Management, Procurement, Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    AI-Driven Insights, Validation and Scenario Modeling

    Skills you'll gain: Anomaly Detection, Data Storytelling, Financial Acumen, Audit Working Papers, Financial Data, Financial Modeling, Variance Analysis, Financial Analysis, Auditing, Data-Driven Decision-Making, Box Plots, Power BI, Risk Analysis, Financial Reporting, Decision Making, Microsoft Excel, Scenario Testing, Microsoft Copilot, Microsoft 365, Generative AI

    Intermediate · Course · 1 - 3 Months

1…737475…620

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

  • Anti Money Laundering and Transaction Compliance: SkillUp
  • Negociación exitosa: Estrategias y habilidades esenciales (en español): University of Michigan
  • Writing a Business Plan: Pearson
  • Structured Finance and Securitization Basics: EDUCBA
  • Brand Management: Aligning Business, Brand and Behaviour: University of London
  • Mergers and Acquisitions Modeling: EDUCBA
  • Fundamentos Estratégicos Empresariales: Universidad Nacional Autónoma de México
  • Agile with Atlassian Jira: Atlassian
  • Executive Storytelling & Governance: IBM
  • Bond Markets and Interest Rate Dynamics: EDUCBA

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