• 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


  • S

    Simplilearn

    Project Management Tools Techniques and Agile Frameworks

    Skills you'll gain: Project Risk Management, Project Management, Risk Management, Project Planning, Agile Methodology, Agile Project Management, Cost Management, Project Management Office (PMO), Risk Mitigation, Project Management Software, Project Management Life Cycle, Risk Analysis, Team Performance Management, Project Scoping, Scope Management, Team Leadership, Team Management, Project Estimation, Project Schedules, Cost Estimation

    4.6 stars, 12 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.6 (12) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • C

    Coursera

    GenAI for Portfolio Managers: Smarter Asset Allocation

    Skills you'll gain: Portfolio Management, Responsible AI, Data Ethics, Asset Management, Portfolio Risk, AI Enablement, Investment Management, Generative AI, AI Personalization, Prompt Patterns, Financial Services, ChatGPT, AI Integrations, Risk Management, Risk Analysis, Risk Appetite, LLM Application, Continuous Monitoring, Real Time Data, Correlation Analysis

    3.9 stars, 7 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 3.9 (7) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • I

    IBM

    Front-End Development Capstone Project

    Skills you'll gain: HTML and CSS, GitHub, Mockups, User Interface and User Experience (UI/UX) Design, Version Control, User Interface (UI), Front-End Web Development, UI/UX Strategy, UI Components, Git (Version Control System), Web Design and Development, Cascading Style Sheets (CSS), Web Components, Figma (Design Software), Application Deployment, React.js, Frontend Integration, Web Design, Web Development, Software Development

    4.7 stars, 62 reviews, Advanced, Course, 1 - 3 Months

    ★ 4.7 (62) · Advanced · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • S

    SkillsBooster Academy

    Claude AI in Excel for Business Professionals

    Skills you'll gain: Anthropic Claude, Data Storytelling, Data Presentation, Financial Modeling, AI Enablement, Business Modeling, AI Orchestration, Decision Intelligence, Microsoft Excel, Data Manipulation, Excel Formulas, Storytelling, AI Workflows, Artificial Intelligence, Generative AI, Business, Prompt Engineering, Microsoft Office, Interactive Learning, Data Management

    5 stars, 6 reviews, Beginner, Course, 1 - 3 Months

    ★ 5 (6) · Beginner · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
  • C

    Coursera

    Forecast Cash: Liquidity & Deficits

    Skills you'll gain: Cash Flow Forecasting, Cash Management, Cash Flows, Financial Forecasting, Forecasting, Accounting Software, QuickBooks (Accounting Software), Financial Modeling

    Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • A

    Arizona State University

    Professional Skills: Strategic Thinking

    Skills you'll gain: Data Storytelling, Influencing, Data Presentation, Strategic Thinking, Empathy, Visionary, Critical Thinking and Problem Solving, Strategic Decision-Making, Planning, Strategic Planning, Analytical Skills, Case Studies, Cognitive flexibility, Brainstorming, Leadership, Persuasive Communication, Creative Thinking, Data Analysis, Critical Thinking, Risk Management

    4.7 stars, 7 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.7 (7) · Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • P

    Packt

    Master QuickBooks Online and Desktop for Bookkeeping

    Skills you'll gain: QuickBooks (Accounting Software), Reconciliation, Month End Closing, Ledgers (Accounting), Payroll, Payroll Systems, Accounting Software, Payroll Processing, Transaction Processing, Payroll Administration, Balancing (Ledger/Billing), Billing & Invoicing, Payroll Reporting, Accruals, Invoicing, Accounts Receivable, Project Accounting, Bookkeeping, Accounting, Finance

    Intermediate · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • I

    ISAE-SUPAERO

    New Space: Access to space - Basics

    Skills you'll gain: New Product Development, Emerging Technologies, Commercialization, Innovation, Sustainable Design, Entrepreneurship, Sustainable Engineering, Sustainable Technologies, Engineering, Analysis, Strategic Partnership, Chemical Engineering, Manufacturing Processes, Mechanical Engineering, Hydraulics, Cost Reduction, Mechanics

    4.6 stars, 56 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.6 (56) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • T

    The State University of New York

    Food and Wine Pairing

    4.6 stars, 13 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.6 (13) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • L

    LearnKartS

    Risk Identification

    Skills you'll gain: Root Cause Analysis, Risk Analysis, Risk Management Framework, Risk Management, Project Risk Management, Brainstorming, Risk Control, Risk Appetite, Project Management Institute (PMI) Methodology, Stakeholder Engagement, Project Controls, Stakeholder Management, Compliance Management, Project Planning, Project Implementation, Focus Group

    4.6 stars, 22 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 4.6 (22) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • S

    Scrimba

    Learn Python

    Skills you'll gain: Object Oriented Programming (OOP), File I/O, Data Structures, Python Programming, Programming Principles, Computer Programming, Computational Logic, Software Engineering, Performance Tuning, Web Development, Performance Testing, Web Development Tools, Debugging, Software Development

    4.6 stars, 73 reviews, Beginner, Specialization, 1 - 4 Weeks

    ★ 4.6 (73) · Beginner · Specialization · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    Emory University

    Marketing Channel Functions

    Skills you'll gain: Marketing Channel, Marketing Effectiveness, Wholesaling, Market Dynamics, Revenue Management, Strategic Marketing, Business Marketing, Compensation Management, Compensation Analysis, Supply Chain, Gap Analysis, Consumer Behaviour, Case Studies, Demand Planning, Process Optimization, Coordination, Analysis

    4.8 stars, 19 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 4.8 (19) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
1…303304305…631

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

  • Project Management Tools Techniques and Agile Frameworks: Simplilearn
  • GenAI for Portfolio Managers: Smarter Asset Allocation: Coursera
  • Front-End Development Capstone Project: IBM
  • Claude AI in Excel for Business Professionals: SkillsBooster Academy
  • Forecast Cash: Liquidity & Deficits: Coursera
  • Professional Skills: Strategic Thinking: Arizona State University
  • Master QuickBooks Online and Desktop for Bookkeeping: Packt
  • New Space: Access to space - Basics: ISAE-SUPAERO
  • Food and Wine Pairing: The State University of New York
  • Risk Identification: LearnKartS

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