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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72courses

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Explore the Financial Planning Course Catalog

  • 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: 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

  • Status: Preview

    Skills you'll gain: Wealth Management, Asset Management, Portfolio Management, Investment Management, Financial Planning, Financial Management, Financial Analysis

  • 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: Estate Planning, Insurance, Financial Planning, Asset Protection, Risk Management, Needs Assessment

  • Status: Free Trial

    California Institute of the Arts

    Skills you'll gain: Budget Management, Financial Analysis, Financial Forecasting, Small Business Accounting, Accounting, Price Negotiation, Revenue Forecasting, Business Planning, Budgeting, Financial Planning, Financial Management, Forecasting, Profit and Loss (P&L) Management, Business Metrics, Expense Management, Goal Setting

  • 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: Grant Writing, Finance, Financial Analysis, Fundraising, Business Development, Entrepreneurship, Business Strategy, Financial Forecasting, Stakeholder Communications, Financial Planning, Loans, Mergers & Acquisitions

  • Status: Free

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

  • Status: New
    Status: Preview

    Universidad Nacional Autónoma de México

    Skills you'll gain: Fraud detection, Asset Protection, Insurance, Digital Assets, Budgeting, Credit Risk, Budget Management, Investments, Finance, Mobile Banking, Risk Mitigation, Financial Planning, Financial Management, FinTech, Expense Management, Risk Management, Goal Setting

  • Status: Preview

    Skills you'll gain: Budgeting, Budget Management, Operating Budget, Cost Management, Business Planning, Financial Planning, Forecasting, Expense Management, Cash Flow Forecasting

  • Skills you'll gain: Financial Market, Investments, Financial Planning, Capital Markets, Financial Services, Finance, Return On Investment, Financial Analysis, Risk Management