Financial Planning

Financial Planning is a process that helps individuals and organizations manage their finances, with the aim to achieve their financial goals and increase wealth. Coursera's financial planning catalogue teaches you about the fundamental concepts and strategies involved in personal and corporate financial planning. You'll gain insights into budgeting, investing, tax planning, estate planning, risk management, and retirement planning. You'll also learn how to analyze financial statements, make investment decisions, and understand the principles of financial risk and returns. By mastering these skills, you'll be prepared to make informed financial decisions for yourself or your organization.
8credentials
72courses

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Explore the Financial Planning Course Catalog

  • Status: Preview

    Indian School of Business

    Skills you'll gain: Financial Planning, Tax Planning, Wealth Management, Income Tax, Insurance, General Finance, Financial Management, Investments, Financial Market, Loans, Budgeting, Risk Management, Goal Setting

    4.5
    Rating, 4.5 out of 5 stars
    49 reviews

    Beginner · Course · 1 - 3 Months

  • University of Illinois Urbana-Champaign

    Skills you'll gain: Financial Planning, Investments, Budgeting, Risk Management, Goal Setting, Cash Management, Finance, Smart Goals, Insurance, Financial Management, Credit Risk

    4.6
    Rating, 4.6 out of 5 stars
    1.4K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview

    University of Florida

    Skills you'll gain: Financial Planning, Risk Management, Tax Management, Financial Statements, Investments, Cash Management, Insurance, Income Tax, Financial Management, Credit Risk, Budgeting, Portfolio Management

    4.6
    Rating, 4.6 out of 5 stars
    1.5K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial

    Corporate Finance Institute

    Skills you'll gain: Wealth Management, Financial Services, Consultative Approaches, Financial Planning, Investment Management, Compensation Management, Risk Management Framework, Asset Management, Market Intelligence, Client Services

    4.7
    Rating, 4.7 out of 5 stars
    37 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free

    Goldman Sachs

    Skills you'll gain: Cash Flow Forecasting, Financial Forecasting, Cash Flows, Financial Analysis, Business Planning, Financial Statements, Entrepreneurship, Market Opportunities, Financial Planning, Financial Management, Strategic Decision-Making, Strategic Planning

    4.7
    Rating, 4.7 out of 5 stars
    479 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview

    Coursera Instructor Network

    Skills you'll gain: Portfolio Management, Investment Management, Risk Management, Financial Management, Wealth Management, Finance, Financial Market, Investments, Financial Planning, Business Strategies, Financial Analysis, Asset Management, Market Dynamics, Quantitative Research

    4.4
    Rating, 4.4 out of 5 stars
    135 reviews

    Beginner · Course · 1 - 4 Weeks

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  • Status: Free Trial

    SoFi

    Skills you'll gain: Estate Planning, Insurance, Goal Setting, Investments, Budgeting, Tax, Mortgage Loans, Return On Investment, Financial Planning, Cash Flow Forecasting, Financial Analysis, Loans, Risk Analysis, Asset Protection, Portfolio Management, Risk Management, Consumer Lending, Credit Risk, Equities, Budget Management

    4.6
    Rating, 4.6 out of 5 stars
    391 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial

    University of Geneva

    Skills you'll gain: Portfolio Management, Wealth Management, Risk Management, Investment Management, Financial Market, Capital Markets, Risk Analysis, Asset Management, Performance Measurement, Investments, Market Dynamics, Environmental Social And Corporate Governance (ESG), Financial Planning, Finance, Equities, Performance Analysis, Derivatives, FinTech, Financial Forecasting, Economics

    4.7
    Rating, 4.7 out of 5 stars
    7.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial

    Coursera Instructor Network

    Skills you'll gain: Oracle Cloud Applications, Month End Closing, Financial Data, Accounting and Finance Software, Budget Management, Financial Forecasting, Enterprise Resource Planning, Fiscal Management, Budgeting, Financial Planning, Workflow Management, Cash Flow Forecasting, Forecasting, Business Planning, Financial Reporting, Financial Analysis, Strategic Planning, Data Management, Data-Driven Decision-Making, Decision Making

    4.5
    Rating, 4.5 out of 5 stars
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview

    Duke University

    Skills you'll gain: Behavioral Economics, Decision Making, Financial Planning, Finance, Consumer Behaviour, Financial Market, Financial Analysis, Economics, Psychology, Probability & Statistics, Risk Analysis

    4.4
    Rating, 4.4 out of 5 stars
    4.5K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial

    University of Illinois Urbana-Champaign

    Skills you'll gain: Responsible AI, Artificial Intelligence, Relationship Building, FinTech, Financial Planning, AI Personalization, Interpersonal Communications, Technology Strategies, Business Ethics, Generative AI, Compensation Management, Customer experience improvement

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview

    Indian School of Business

    Skills you'll gain: Loans, Financial Planning, Finance, Wealth Management, Financial Management, Budgeting, Tax Planning, Investments, Economics, Income Tax, Risk Management, Goal Setting

    4.5
    Rating, 4.5 out of 5 stars
    13 reviews

    Beginner · Course · 1 - 4 Weeks

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Leading partners

  • Goldman Sachs
  • University of Illinois Urbana-Champaign
  • SoFi
  • Alfaisal University | KLD
  • Duke University
  • Universidad Nacional Autónoma de México
  • EDUCBA
  • Illinois Tech