• 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: Preview
    Preview
    U

    University of Michigan

    Accounting for Decision Making

    Skills you'll gain: Financial Statements, Accounting, Ledgers (Accounting), General Accounting, Financial Acumen, Revenue Management, Inventory Control Systems, Inventory Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    474 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Business Impact

    Skills you'll gain: Financial Acumen, Financial Analysis, Operational Efficiency, Business Acumen, Business, Finance, Business Strategies, Business Metrics, Financial Management, Business Strategy, Strategic Decision-Making, Performance Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    54 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Illinois Tech

    Financial Statement Applications

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Inventory Accounting, Generally Accepted Accounting Principles (GAAP), Financial Accounting, Income Statement, Cash Flows, Balance Sheet, Profit and Loss (P&L) Management, Financial Forecasting, Working Capital, Fraud detection, Trend Analysis

    Build toward a degree

    3.9
    Rating, 3.9 out of 5 stars
    ·
    12 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Program Financial Planning with ClickUp

    Skills you'll gain: Program Management, Project Planning, Innovation, Budget Management, Financial Planning, Diagram Design, Productivity Software, Agile Methodology, Strategic Planning

    4.3
    Rating, 4.3 out of 5 stars
    ·
    12 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Risk Management and Financial Theory

    Skills you'll gain: Risk Management, Business Risk Management, Credit Risk, Stakeholder Communications, Operational Risk, Proposal Development, Risk Analysis, Business Strategies, Financial Forecasting, Financial Analysis, Financial Modeling, Strategic Thinking, Strategic Decision-Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    35 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Financial Risk Management with R

    Skills you'll gain: Portfolio Risk, Financial Market, Risk Management, Risk Analysis, Financial Trading, Probability Distribution, R (Software), Financial Data, R Programming, Portfolio Management, Statistical Programming, Securities (Finance), Time Series Analysis and Forecasting, Estimation, Statistical Modeling, Simulation and Simulation Software

    Build toward a degree

    4.3
    Rating, 4.3 out of 5 stars
    ·
    254 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Financial & Technical Skills for Business Success

    Skills you'll gain: Spreadsheet Software, Financial Statements, Financial Statement Analysis, Financial Acumen, Excel Formulas, Microsoft Excel, Content Marketing, Balance Sheet, Profit and Loss (P&L) Management, Cash Flows, Registration, Web Servers

    Beginner · Course · 1 - 3 Months

  • P

    Packt

    Project Finance & Excel: Build Financial Models from Scratch

    Skills you'll gain: Timelines, Return On Investment, Financial Statements, Financial Analysis, Balance Sheet, Construction Management, Capital Expenditure, Operating Cost, Income Statement, Cash Flow Forecasting, Microsoft Excel, Scheduling, Cash Flows, Revenue Forecasting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    11 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Investment Evaluation

    Skills you'll gain: Financial Acumen, Capital Budgeting, Financial Analysis, Financial Forecasting, Cash Flows, Cost Benefit Analysis, Return On Investment, Investments, Risk Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    38 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Management and financial accounting: Know your numbers 1

    Skills you'll gain: Governance, Management Accounting, Budgeting, Financial Modeling, Financial Forecasting, Accounting, Financial Analysis, Forecasting, Financial Acumen, Financial Accounting, Financial Statements, Business Acumen, Business Management, Business Ethics, Organizational Strategy, Strategic Decision-Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    322 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Planning your Client's Wealth over a 5-year Horizon

    Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Financial Planning, Investment Management, Investments, Performance Measurement, Financial Forecasting, Finance, Behavioral Economics, Risk Management, Market Trend, Risk Analysis, Decision Making, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
    ·
    417 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Investment Risk Management

    Skills you'll gain: Portfolio Risk, Investment Management, Risk Management, Financial Analysis, Risk Analysis, Portfolio Management, Financial Market, Investments, Return On Investment, Statistics

    4.4
    Rating, 4.4 out of 5 stars
    ·
    2.1K reviews

    Intermediate · Guided Project · Less Than 2 Hours

Searches related to financial planning

financial planning and analysis
financial planning for young adults
budgeting and financial planning
personal & family financial planning
artificial intelligence in financial planning
program financial planning with clickup
improving financial planning with oracle epm
introduction to financial planning and wealth management
1…789…382

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

  • Accounting for Decision Making: University of Michigan
  • Business Impact: Duke University
  • Financial Statement Applications: Illinois Tech
  • Program Financial Planning with ClickUp: Coursera
  • Risk Management and Financial Theory: Duke University
  • Financial Risk Management with R: Duke University
  • Financial & Technical Skills for Business Success: Packt
  • Project Finance & Excel: Build Financial Models from Scratch: Packt
  • Investment Evaluation: Duke University
  • Management and financial accounting: Know your numbers 1: Macquarie University

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

  • Artificial Intelligence (AI)
  • Cybersecurity
  • Data Analytics
  • Digital Marketing
  • English Speaking
  • Generative AI (GenAI)
  • Microsoft Excel
  • Microsoft Power BI
  • Project Management
  • Python

Certificates & Programs

  • Google Cybersecurity Certificate
  • Google Data Analytics Certificate
  • Google IT Support Certificate
  • Google Project Management Certificate
  • Google UX Design Certificate
  • IBM Data Analyst Certificate
  • IBM Data Science Certificate
  • Machine Learning Certificate
  • Microsoft Power BI Data Analyst Certificate
  • UI / UX Design Certificate

Industries & Careers

  • Business
  • Computer Science
  • Data Science
  • Education & Teaching
  • Engineering
  • Finance
  • Healthcare
  • Human Resources (HR)
  • Information Technology (IT)
  • Marketing

Career Resources

  • Career Aptitude Test
  • Examples of Strengths and Weaknesses for Job Interviews
  • High-Income Skills to Learn
  • How Does Cryptocurrency Work?
  • How to Highlight Duplicates in Google Sheets
  • How to Learn Artificial Intelligence
  • Popular Cybersecurity Certifications
  • Preparing for the PMP Certification
  • Signs You Will Get the Job After an Interview
  • What Is Artificial Intelligence?

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
  • Share your Coursera learning story

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
  • Cookies Preference Center
Learn Anywhere
Download on the App Store
Get it on Google Play
Logo of Certified B Corporation
© 2025 Coursera Inc. All rights reserved.
  • Coursera Facebook
  • Coursera Linkedin
  • Coursera Twitter
  • Coursera YouTube
  • Coursera Instagram
  • Coursera TikTok