• 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: Free Trial
    Free Trial
    S

    SoFi

    Risk Management in Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Insurance Policies, Financial Planning, Asset Protection, Risk Management, Needs Assessment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    63 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Program Finance and Investment

    Skills you'll gain: Earned Value Management, Project Schedules, Scheduling, Procurement, Cost Management, Return On Investment, Spreadsheet Software, Microsoft Excel, Capital Budgeting, Financial Analysis, Project Performance, Cost Benefit Analysis, Project Estimation, Microsoft 365, Excel Formulas, Project Finance, Feasibility Studies, Investment Management, Variance Analysis, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    GenAI for Financial Controllers: Boosting Budget Accuracy

    Skills you'll gain: Financial Data, Financial Forecasting, Management Reporting, Dashboard, Dashboard Creation, Budgeting, Predictive Modeling, Advanced Analytics, Forecasting, Power BI, Data Synthesis, Decision Intelligence, Generative AI, Tableau Software, Applied Machine Learning, Business Process Automation, Artificial Intelligence, Financial Analysis, Automation, Data Visualization

    Intermediate · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Forecasting Financial Statements & Valuation for Accountants

    Skills you'll gain: Business Valuation, Financial Statement Analysis, Financial Forecasting, Financial Statements, Financial Accounting, Financial Reporting, Financial Data, Forecasting, Financial Analysis, Financial Modeling, Cash Flow Forecasting, Analysis, Generally Accepted Accounting Principles (GAAP), Finance

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    42 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Applied Financial Decision Making and Ethics

    Skills you'll gain: Working Capital, Financial Statement Analysis, Portfolio Risk, Business Ethics, Portfolio Management, Cash Management, Financial Statements, Financial Analysis, Ethical Standards And Conduct, Law, Regulation, and Compliance, Investment Management, Business Valuation, Regulation and Legal Compliance, Financial Management, Business Risk Management, Risk Modeling, Cash Flows, Strategic Decision-Making, Governance, Environmental Social And Corporate Governance (ESG)

    Beginner · Course · 1 - 3 Months

  • 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 Data, Financial Forecasting, Accounting, Financial Analysis, Forecasting, Financial Acumen, Financial Statement Analysis, Financial Accounting, Financial Statements, Business Metrics, Business Management, 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
    C

    Coursera

    Financial Reporting: Ledgers, Taxes, Auditing Best Practices

    Skills you'll gain: Ledgers (Accounting), Tax Planning, Tax Management, Auditing, Tax Compliance, Audit Planning, Financial Auditing, Financial Reporting, General Ledger, Generally Accepted Auditing Standards, Financial Regulation, Regulatory Compliance, Compliance Management, Financial Controls

    4.5
    Rating, 4.5 out of 5 stars
    ·
    82 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Automatic Data Processing, Inc. (ADP)

    Benefits: Financial Protection, Growth & Assistance

    Skills you'll gain: Benefits Administration, Compensation and Benefits, Compensation Strategy, Benefits Enrollment Processes, Financial Services, Compensation Management, Insurance, Communication, Technical Communication, Administration, Tax Management, Equities, Payroll Tax, Program Evaluation

    4.9
    Rating, 4.9 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Nursing Leadership: Financial Management and Budgeting

    Skills you'll gain: Nursing Administration, Financial Forecasting, Financial Reporting, Budget Management, Variance Analysis, Financial Statements, Financial Data, Forecasting, Financial Statement Analysis, Nursing Management, Financial Acumen, Financial Management, Fiscal Management, Budgeting, Balance Sheet, Operating Budget, Management Reporting, Financial Analysis, Data-Driven Decision-Making, Return On Investment

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Financial Management for Product Leaders

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Proposal Development, Proposal Writing, Financial Accounting, Corporate Finance, Financial Acumen, Business Metrics, Sales Presentations, Business Valuation, Capital Budgeting, Entrepreneurial Finance, Internal Communications, Financial Management, Project Finance, Finance, Return On Investment, Product Management, Presentations, Cash Flows

    4.5
    Rating, 4.5 out of 5 stars
    ·
    77 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    McMaster University

    Finance for Everyone: Decisions

    Skills you'll gain: Finance, Financial Market, General Finance, Peer Review, Financial Systems, International Finance, Business Mathematics, Financial Management, Market Dynamics, Financial Analysis, Financial Planning, Economics, Cash Flows, Economic Development, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    913 reviews

    Mixed · Course · 1 - 4 Weeks

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

    Edureka

    Modern Financial Operations(FinOps) with Generative AI

    Skills you'll gain: Accounts Payable, Accounts Payable and Receivable, Financial Data, Make.com, Financial Forecasting, Financial Management, Credit Risk, Generative AI, Financial Controls, Financial Analysis, Finance, Billing & Invoicing, Financial Auditing, Artificial Intelligence, ChatGPT, Accounting, Tax Compliance, Tax Management, Automation, No-Code Development

    Intermediate · Course · 1 - 4 Weeks

1…8910…531

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

  • Risk Management in Personal Finance: SoFi
  • Program Finance and Investment: Microsoft
  • GenAI for Financial Controllers: Boosting Budget Accuracy: Coursera
  • Forecasting Financial Statements & Valuation for Accountants: University of Illinois Urbana-Champaign
  • Applied Financial Decision Making and Ethics: EDUCBA
  • Management and financial accounting: Know your numbers 1: Macquarie University
  • Financial Reporting: Ledgers, Taxes, Auditing Best Practices: Coursera
  • Benefits: Financial Protection, Growth & Assistance: Automatic Data Processing, Inc. (ADP)
  • Nursing Leadership: Financial Management and Budgeting: Coursera
  • Financial Management for Product Leaders: University of Maryland, College Park

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
  • Cookies Preference Center
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