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.
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71courses

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Explore the Financial Planning Course Catalog

  • Status: Free Trial

    Skills you'll gain: Goal Setting, Budgeting, Tax, Financial Planning, Cash Flow Forecasting, Financial Analysis, Credit Risk, Expense Management, Asset Management, Decision Making, Self-Awareness

  • Status: New
    Status: Free Trial

    University of Illinois Urbana-Champaign

    Skills you'll gain: Case Studies, Financial Planning, Land Management, Financial Modeling, Equities, Financial Market, Succession Planning, Financial Regulation, Blockchain

  • Status: Preview

    Coursera Instructor Network

    Skills you'll gain: Budgeting, Financial Reporting, Accounting and Finance Software, Financial Forecasting, Consolidation, Financial Management, Forecasting, Financial Analysis, Performance Measurement, Variance Analysis, Operational Analysis, Financial Planning, Month End Closing, Reconciliation, Dashboard, Key Performance Indicators (KPIs)

  • Status: New
    Status: Preview

    Skills you'll gain: Excel Macros, Financial Modeling, Prompt Engineering, Financial Forecasting, Generative AI, Automation, Process Optimization, General Finance, Microsoft Excel, Excel Formulas, Simulation and Simulation Software, Visual Basic (Programming Language), Financial Reporting, Auditing, Financial Planning, Debugging

  • Status: Preview

    Universidades Anáhuac

    Skills you'll gain: Expense Management, Financial Management, Budgeting, Investments, Financial Planning, Personal Development, Emotional Intelligence, Economics, Social Studies, Credit Risk, Goal Setting

  • Status: Free Trial

    Skills you'll gain: Financial Forecasting, Forecasting, Financial Data, Generative AI, Market Intelligence, Data-Driven Decision-Making, Strategic Planning, Financial Planning, Artificial Intelligence, Market Analysis, Data Quality

  • Status: Free

    Skills you'll gain: Grant Writing, Business Development, Financial Planning, Financial Management, Business Strategy, Financial Analysis, Mergers & Acquisitions, Loans, Fundraising, Stakeholder Communications, Cash Flows

  • Status: Free Trial

    Skills you'll gain: Financial Planning, Goal Setting, Budget Management, Budgeting, Estate Planning, Tax Planning, Investments, Return On Investment, Prioritization, Higher Education

  • Status: Preview

    Skills you'll gain: Portfolio Management, Investment Management, Investments, Tax Planning, Wealth Management, Risk Management, Financial Planning, Asset Management, Goal Setting, Equities, Financial Analysis, Financial Acumen, Planning

  • Status: Free Trial

    University of Illinois Urbana-Champaign

    Skills you'll gain: Wealth Management, Finance, Financial Analysis, Case Studies, Financial Planning, Investments, Decision Making, Portfolio Management, Asset Management, Behavioral Economics, Investment Management, Private Equity, Real Estate

  • Status: Free Trial

    Skills you'll gain: Cost Estimation, Financial Modeling, Investment Management, Risk Management, Accounting, Spreadsheet Software, Financial Planning, Financial Analysis, Business Mathematics, Cash Flows, Product Management

  • Status: Free

    Skills you'll gain: Cash Flow Forecasting, Cash Flows, Financial Analysis, Cash Management, Financial Forecasting, Strategic Decision-Making, Financial Planning, Financial Statements, Business Metrics, Business Acumen, Forecasting, Working Capital

What brings you to Coursera today?

Leading partners

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