• 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
    C

    Columbia University

    Financial Engineering and Risk Management

    Skills you'll gain: Portfolio Management, Derivatives, Financial Market, Securities (Finance), Investment Management, Portfolio Risk, Asset Management, Credit Risk, Mortgage Loans, Mathematical Modeling, Investments, Applied Mathematics, Risk Modeling, Estimation, Capital Markets, Futures Exchange, Financial Modeling, Regression Analysis, Market Liquidity, Statistical Methods

    4.6
    Rating, 4.6 out of 5 stars
    ·
    430 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Digital Transformation in Financial Services

    Skills you'll gain: FinTech, Technology Strategies, Payment Systems, Case Studies, Financial Services, Digital Transformation, International Finance, Payment Processing, Financial Systems, Banking Services, Banking, Innovation, Financial Regulation, Financial Regulations, Business Transformation, Financial Market, Competitive Analysis, Retail Banking, Analysis, Business Solutions

    4.4
    Rating, 4.4 out of 5 stars
    ·
    2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Banking and Financial Institutions

    Skills you'll gain: Financial Systems, Banking Services, Bank Regulations, Banking, Mobile Banking, Financial Regulation, Financial Services, Risk Management, Financial Regulations, Retail Banking, Financial Policy, Commercial Banking, Credit Risk, Finance, Payment Systems, General Finance, FinTech, Operational Risk, Financial Market, Business Modeling

    4.7
    Rating, 4.7 out of 5 stars
    ·
    306 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    Create a Financial Statement using Microsoft Excel

    Skills you'll gain: Financial Statements, Microsoft Excel, Excel Formulas, Balance Sheet, Ledgers (Accounting), Financial Statement Analysis, Financial Data, Income Statement, Bookkeeping, Data Entry, Financial Reporting, Financial Accounting, Profit and Loss (P&L) Management, Spreadsheet Software, Month End Closing

    4.5
    Rating, 4.5 out of 5 stars
    ·
    874 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Sustainable Cities

    Skills you'll gain: Traffic Flow Optimization, Architectural Design, Sustainable Development, Stormwater Management, Building Codes, Community Development, Sustainable Systems, Land Development, Public Works, Sustainable Architecture, Landscape Architecture, Transportation Operations, Civil Engineering, Case Studies, Building Design, Land Management, Sustainable Design, Sustainable Technologies, Water Sustainability, Environmental Science

    4.6
    Rating, 4.6 out of 5 stars
    ·
    521 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    T

    The Hong Kong University of Science and Technology

    Python and Statistics for Financial Analysis

    Skills you'll gain: Statistical Inference, Portfolio Risk, Statistical Methods, Pandas (Python Package), Statistical Hypothesis Testing, Probability & Statistics, Risk Analysis, Statistics, Financial Trading, Financial Data, Data Manipulation, Statistical Analysis, Risk Management, Feature Engineering, Regression Analysis, Financial Analysis, Jupyter, Financial Market, Python Programming, Data Visualization

    4.4
    Rating, 4.4 out of 5 stars
    ·
    4.6K reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    Strategic Planning

    Skills you'll gain: Workforce Planning, Human Resources Management and Planning, Workforce Development, Human Resource Strategy, Microsoft Copilot, People Analytics, Stakeholder Communications, Plan Execution, Microsoft 365, Presentations, Return On Investment, Change Management, Strategic Decision-Making, Microsoft Power Platform, Financial Analysis, Organizational Change, Microsoft Office, Leadership Development, Corporate Strategy, Business

    Advanced · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Succession Planning

    Skills you'll gain: Succession Planning, Contingency Planning, People Development, Strategic Leadership, Workforce Planning, Talent Management, Leadership and Management, Business Continuity Planning, Leadership Development, Leadership, Workforce Development, Organizational Change, Business Continuity, Talent Pipelining, Training and Development, Change Management, Risk Analysis, Risk Mitigation, Business Risk Management

    4.1
    Rating, 4.1 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Project Planning

    Skills you'll gain: Project Schedules, Project Planning, Agile Methodology, Performance Metric, Scheduling, Timelines, Conflict Management, Stakeholder Engagement, Project Estimation, Stakeholder Management, Milestones (Project Management), Agile Project Management, Negotiation, Cost Estimation, Resource Planning, Risk Analysis, Project Risk Management, Contract Management, Kanban Principles, Estimation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    Strategic Workforce Planning

    Skills you'll gain: Workforce Planning, Data Storytelling, People Analytics, Human Resources Management and Planning, Dashboard, Workforce Development, Human Resource Strategy, Talent Pipelining, Human Resources Software, Power BI, Microsoft Copilot, Dashboard Creation, Workforce Management, Key Performance Indicators (KPIs), Business Metrics, Stakeholder Communications, Gap Analysis, Plan Execution, Demand Planning, Performance Metric

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Microsoft

    Workforce Planning Strategy

    Skills you'll gain: Data Storytelling, Workforce Planning, People Analytics, Dashboard, Human Resources Software, Power BI, Dashboard Creation, Key Performance Indicators (KPIs), Human Resources Management and Planning, Business Metrics, Workforce Development, Workforce Management, Performance Metric, Interactive Data Visualization, Business Intelligence, Human Resource Strategy, Workflow Management, Performance Measurement, Analytics, Strategic Thinking

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Financial Acumen for Non-Financial Managers

    Skills you'll gain: Financial Reporting, Financial Acumen, Financial Data, Financial Statement Analysis, Financial Statements, Financial Accounting, Income Statement, Financial Analysis, Business Reporting, Risk Analysis, Cash Flows, Predictive Analytics, Financial Forecasting, Balance Sheet, Performance Measurement, Business Metrics, Financial Management, Performance Metric, Financial Planning, Key Performance Indicators (KPIs)

    4.5
    Rating, 4.5 out of 5 stars
    ·
    987 reviews

    Beginner · Course · 1 - 4 Weeks

1…161718…603

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

  • Financial Engineering and Risk Management: Columbia University
  • Digital Transformation in Financial Services: Copenhagen Business School
  • Banking and Financial Institutions: University of Illinois Urbana-Champaign
  • Create a Financial Statement using Microsoft Excel: Coursera
  • Sustainable Cities: Johns Hopkins University
  • Python and Statistics for Financial Analysis: The Hong Kong University of Science and Technology
  • Strategic Planning: Microsoft
  • Succession Planning: Coursera
  • Project Planning: University of California, Irvine
  • Strategic Workforce Planning: Microsoft

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