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: Stakeholder Management, Resource Allocation, Program Management, Change Management, Organizational Change, Governance, Cost Management, Earned Value Management, Team Building, Procurement, Project Management, Project Management Institute (PMI) Methodology, Financial Planning, Budgeting, Communication Strategies, Ethical Standards And Conduct

  • Status: New

    Skills you'll gain: Entrepreneurial Finance, Case Studies, Finance, Entrepreneurship, Capital Markets, Environmental Social And Corporate Governance (ESG), Investments, Return On Investment, Fiscal Management, Financial Planning, Financial Management, Stakeholder Engagement, Strategic Partnership, Asset Management, Portfolio Management, Business Strategy, Investment Management, International Finance, Business Management, Market Dynamics

  • Status: Free

    Skills you'll gain: Grant Applications, Business Development, Entrepreneurship, Financial Analysis, Financial Forecasting, Fundraising, Business Strategy, Financial Planning, Loans, Mergers & Acquisitions, Communication

  • Status: Preview

    Skills you'll gain: Strategic Decision-Making, Corporate Finance, Working Capital, Financial Analysis, Financial Planning, Financial Management, Financial Forecasting, Cash Management, Growth Strategies, Capital Markets, Resource Allocation

  • Status: Free Trial

    Universidad Nacional Autónoma de México

    Skills you'll gain: Business Planning, Organizational Structure, Business Strategies, Market Analysis, Quality Management, Business, Business Management, Market Research, Entrepreneurship, Financial Planning, Marketing, Product Strategy, Marketing Strategies

  • Status: Free

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

  • Status: Free Trial

    University of Pennsylvania

    Skills you'll gain: Project Scoping, Entrepreneurship, Sustainable Development, Feasibility Studies, Socioeconomics, Customer Analysis, Target Audience, Stakeholder Management, Competitive Analysis, Business Planning, Business Operations, Market Opportunities, New Business Development, Ideation, Research, Financial Planning

  • Status: Free Trial

    Skills you'll gain: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Banking, Insurance Policies, Underwriting, Financial Analysis, Financial Market, Financial Management, Credit Risk, Retail Banking, Financial Regulation, Bank Regulations, Risk Analysis, Financial Planning, Mobile Banking, Portfolio Management

  • Status: Preview

    Skills you'll gain: Finance, Financial Planning, Investments, Financial Market, Behavioral Economics, Business Ethics, Blockchain, Decision Making, Digital Assets, Derivatives, Risk Management

  • Status: Free Trial

    Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Financial Planning, Investment Management, Investments, Performance Measurement, Financial Forecasting, Finance, Financial Analysis, Behavioral Economics, Risk Management, Market Trend, Risk Analysis, Decision Making, Microsoft Excel

  • Status: Free Trial

    Goodwill Industries International

    Skills you'll gain: Interviewing Skills, Coaching, Client Support, Employee Onboarding, LinkedIn, Professional Networking, Branding, Negotiation, Business Writing, Goal Setting, Financial Planning

  • Skills you'll gain: Shiny (R Package), FinTech, Financial Market, Financial Planning, Financial Forecasting, Statistical Programming, Asset Management, Financial Analysis, Artificial Intelligence, Web Applications, Portfolio Management, Predictive Modeling, Time Series Analysis and Forecasting, Algorithms

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