• 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


  • M

    Madecraft

    Using Excel for Accounting

    Skills you'll gain: Microsoft Excel, Pivot Tables And Charts, Auditing, Data Visualization, Excel Formulas, Accounting, Spreadsheet Software, Maintainability, Financial Reporting, Financial Accounting, Data Synthesis, Financial Modeling, Scalability, Data Analysis, Loans

    Beginner · Course · 1 - 3 Months

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

    Microsoft

    Data Preparation and Governance

    Skills you'll gain: Data Transformation, Power BI, Data Quality, Data Governance, Financial Data, Data Wrangling, Data Cleansing, Reconciliation, Month End Closing, Data Management, Data Integrity, Financial Controls, Quality Monitoring, Data Integration, Data Validation, Microsoft Copilot, Financial Analysis, Microsoft Excel, Financial Management, AI Integrations

    Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    Project Scheduling, Tracking and Control

    Skills you'll gain: Project Controls, Project Schedules, Work Breakdown Structure, Cost Management, Project Management Software, Project Management Life Cycle, Budget Management, Project Performance, Project Management, Project Planning, Resource Planning, Planning, Scheduling, Resource Utilization, Budgeting, Performance Analysis, Estimation, Analysis, Environment, Decision Making

    Mixed · Course · 1 - 3 Months

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

    McMaster University

    Finance for Everyone

    Skills you'll gain: Peer Review, Finance, Financial Market, Financial Analysis, Financial Systems, Securities (Finance), Project Finance, Cash Flows, Financial Modeling, Capital Markets, General Finance, Financial Trading, Investments, Derivatives, Investment Management, Business Valuation, Financial Policy, Loans, User Feedback, Project Documentation

    ★ 4.7 (1.4K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • J

    Johns Hopkins University

    HTML, CSS, and Javascript for Web Developers

    Skills you'll gain: HTML and CSS, Cascading Style Sheets (CSS), Javascript, Responsive Web Design, Web Design and Development, Ajax, Front-End Web Development, Bootstrap (Front-End Framework), Hypertext Markup Language (HTML), Web Design, Web Development, Web Development Tools, Development Environment, JSON, Web Applications, Frontend Performance, Browser Compatibility, Object Oriented Programming (OOP), Event-Driven Programming, User Interface and User Experience (UI/UX) Design

    ★ 4.7 (17K) · Beginner · Specialization · 1 - 3 Months

    Category: Top AI Program
    Top AI Program
  • U

    University of Illinois Urbana-Champaign

    Money, Wealth, and Happiness

    Skills you'll gain: Loans, Investment Management, General Finance, Cash Flows, General Lending, Financial Services, Expense Management, Empowerment, Consumer Behaviour, Case Management

    ★ 4.6 (1.4K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • T

    Technical University of Denmark (DTU)

    Wind Energy

    Skills you'll gain: Sustainable Engineering, Mechanical Engineering, Engineering Calculations, Engineering, High Voltage, Engineering Analysis, Systems Engineering, Materials science, Energy and Utilities, Time Series Analysis and Forecasting, Electrical Systems, Electric Power Systems, Electrical Power, Structural Analysis, Financial Analysis, Environmental Monitoring, Failure Analysis, Cost Estimation, Mechanics, Engineering Design Process

    ★ 4.7 (7.3K) · Mixed · Course · 3 - 6 Months

    Category: Preview
    Preview
  • E

    EDUCBA

    Fixed Income Trading and Portfolio Strategies

    Skills you'll gain: Portfolio Management, Financial Trading, Portfolio Risk, Financial Market, Securities Trading, Investment Management, Credit Risk, Market Liquidity, Securities (Finance), Investments, Risk Analysis, Financial Analysis, Financial Management, Capital Markets, Risk Management, Finance, Return On Investment, Analysis, Gap Analysis, Market Analysis

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Category: 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 (2.8K) · Mixed · Course · 1 - 3 Months

    Category: Preview
    Preview
  • U

    University of Pennsylvania

    Introduction to Marketing

    Skills you'll gain: Customer Analysis, Branding, Marketing, Marketing Strategies, Strategic Marketing, Brand Marketing, Go To Market Strategy, Marketing Planning, Brand Strategy, Marketing Strategy and Techniques, Brand Management, Marketing Effectiveness, Product Marketing, Customer Insights, Brand Loyalty, Target Market, Marketing Communications, Marketing Analytics, Target Audience, Promotional Strategies

    ★ 4.8 (13K) · Mixed · Course · 1 - 3 Months

    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

    Category: New
    New
    Status: Free Trial
    Free Trial
  • P

    Pearson

    Time Value of Money and Tax Strategies

    Skills you'll gain: Tax Planning, Tax Management, Tax, Income Tax, Tax Compliance, Wealth Management, Financial Planning, Tax Laws, Financial Analysis, Business Mathematics, Investments

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
1…767778…620

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

  • Using Excel for Accounting: Madecraft
  • Data Preparation and Governance: Microsoft
  • Project Scheduling, Tracking and Control: EDUCBA
  • Finance for Everyone: McMaster University
  • HTML, CSS, and Javascript for Web Developers: Johns Hopkins University
  • Money, Wealth, and Happiness: University of Illinois Urbana-Champaign
  • Wind Energy: Technical University of Denmark (DTU)
  • Fixed Income Trading and Portfolio Strategies: EDUCBA
  • Negociación exitosa: Estrategias y habilidades esenciales (en español): University of Michigan
  • Introduction to Marketing: University of Pennsylvania

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