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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Explore the Financial Planning Course Catalog

  • Status: Free

    Goldman Sachs

    Skills you'll gain: Finance, Business Development, Business Acumen, Financial Analysis, Business Strategy, Entrepreneurship, Financial Management, Loans, Financial Planning, Financial Statements, Communication

    4.8
    Rating, 4.8 out of 5 stars
    30 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial

    University of Illinois Urbana-Champaign

    Skills you'll gain: Data Ethics, Wealth Management, Responsible AI, Financial Services, FinTech, Artificial Intelligence, Financial Planning, AI Personalization, Regulatory Compliance, Risk Modeling, Legal Risk, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Advanced Analytics, Risk Mitigation, Automation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free

    Goldman Sachs

    Skills you'll gain: Cash Flow Forecasting, Cash Flows, Financial Forecasting, Financial Analysis, Business Planning, Working Capital, Financial Management, Business Acumen, Financial Planning, Market Opportunities

    4.8
    Rating, 4.8 out of 5 stars
    45 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial

    University of Michigan

    Skills you'll gain: Loans, Finance, Mortgage Loans, Financial Forecasting, Financial Modeling, Financial Planning, Microsoft Excel, Financial Analysis, Return On Investment, Complex Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    96 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    Status: Preview

    Coursera

    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

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial

    University of Pennsylvania

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

    4.7
    Rating, 4.7 out of 5 stars
    404 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial

    Illinois Tech

    Skills you'll gain: Culture Transformation, Innovation, Organizational Change, Business Transformation, Strategic Leadership, Strategic Planning, Business Communication, Change Management, Organizational Leadership, Organizational Structure, Business Planning, Competitive Analysis, Business Writing, Leadership, Business Analysis, Business Strategy, Presentations, Financial Analysis, Project Planning, Financial Planning

    Build toward a degree

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial

    McMaster University

    Skills you'll gain: Peer Review, Project Documentation, Finance, Stakeholder Engagement, Portfolio Management, Constructive Feedback, Financial Analysis, Financial Planning, Project Implementation, Presentations, Action Oriented

    4.8
    Rating, 4.8 out of 5 stars
    73 reviews

    Mixed · Course · 1 - 3 Months

  • 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

    4.6
    Rating, 4.6 out of 5 stars
    54 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
  • Illinois Tech
  • Indian School of Business