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    • Financial Planning

    Financial Planning Courses Online

    Master financial planning for achieving personal and business financial goals. Learn to create comprehensive financial plans and manage investments.

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    Explore the Financial Planning Course Catalog

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Artificial Intelligence in Financial Planning

      Skills you'll gain: Responsible AI, Artificial Intelligence, Relationship Building, FinTech, Financial Planning, AI Personalization, Interpersonal Communications, Technology Strategies, Business Ethics, Generative AI, Compensation Management, Customer experience improvement

      Beginner · Course · 1 - 4 Weeks

    • C

      Coursera Project Network

      Investment Risk Management

      Skills you'll gain: Investment Management, Risk Management, Financial Analysis, Financial Management, Risk Analysis, Portfolio Management, Financial Market, Investments, Return On Investment, Statistics

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

      Intermediate · Guided Project · Less Than 2 Hours

    • C

      Coursera Project Network

      Create a Financial Statement using Microsoft Excel

      Skills you'll gain: Financial Statements, Microsoft Excel, Excel Formulas, Balance Sheet, Ledgers (Accounting), Financial Data, Bookkeeping, Financial Reporting, Financial Accounting, Profit and Loss (P&L) Management

      4.5
      Rating, 4.5 out of 5 stars
      ·
      770 reviews

      Intermediate · Guided Project · Less Than 2 Hours

    • Status: Free Trial
      Free Trial
      C

      Coursera Instructor Network

      Financial Reporting: Ledgers, Taxes, Auditing Best Practices

      Skills you'll gain: Ledgers (Accounting), Tax Planning, Auditing, Tax Compliance, Income Tax, Financial Auditing, Financial Reporting, Compliance Management, Accounting Records, Regulatory Compliance, Financial Controls, Reconciliation

      4.6
      Rating, 4.6 out of 5 stars
      ·
      68 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Preview
      Preview
      U

      University of Pennsylvania

      English for Career Development

      Skills you'll gain: English Language, Vocabulary, Writing, Business Writing, Interviewing Skills, Verbal Communication Skills, Social Skills, Professional Networking, Job Analysis, Business Communication, Communication, Recruitment

      4.8
      Rating, 4.8 out of 5 stars
      ·
      17K reviews

      Mixed · Course · 1 - 3 Months

    • Status: Preview
      Preview
      U

      University of London

      Corporate Strategy

      Skills you'll gain: Corporate Strategy, Business Strategy, Mergers & Acquisitions, Strategic Decision-Making, Growth Strategies, New Business Development, Business Valuation, Organizational Structure, Market Opportunities, Resource Allocation, Analysis

      4.8
      Rating, 4.8 out of 5 stars
      ·
      2.8K reviews

      Beginner · Course · 1 - 4 Weeks

    • C

      Coursera Project Network

      Program Financial Planning with ClickUp

      Skills you'll gain: Program Management, Project Planning, Project Management Software, Innovation, Budget Management, Financial Planning, Process Flow Diagrams, Agile Methodology, Strategic Planning

      4.3
      Rating, 4.3 out of 5 stars
      ·
      12 reviews

      Intermediate · Guided Project · Less Than 2 Hours

    • Status: Free Trial
      Free Trial
      C

      Corporate Finance Institute

      Preparatory Certificate in Finance and Financial Markets

      Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Statement Analysis, Annual Reports, Mergers & Acquisitions, Income Statement, Financial Statements, Financial Analysis, Business Valuation, Banking Services, Credit Risk, Loans, Capital Expenditure, Corporate Finance, Banking, Accounting, Capital Markets, Enterprise Risk Management (ERM), Balance Sheet, Financial Trading, Wealth Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      538 reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      Status: AI skills
      AI skills
      G

      Google

      Google Project Management

      Skills you'll gain: Quality Management, Project Management Life Cycle, Requirements Analysis, Project Scoping, Project Closure, Project Management, Project Planning, Agile Project Management, Continuous Improvement Process, Project Controls, Backlogs, Milestones (Project Management), Project Risk Management, Stakeholder Analysis, Quality Assessment, Team Management, Agile Methodology, Change Management, Interviewing Skills, Professional Development

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      135K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      C

      Coursera Instructor Network

      AI-Powered Finance: Forecasting, Planning & Reporting

      Skills you'll gain: Ledgers (Accounting), Prompt Engineering, Tax Planning, Large Language Modeling, Auditing, LLM Application, Tax Compliance, Income Tax, Portfolio Management, Generative AI, Cash Flow Forecasting, Fraud detection, Financial Forecasting, Financial Analysis, Responsible AI, Financial Auditing, Analysis, Oracle Cloud Applications, Artificial Intelligence, Risk Management

      4.3
      Rating, 4.3 out of 5 stars
      ·
      182 reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      Status: AI skills
      AI skills
      G

      Google

      Google Data Analytics

      Skills you'll gain: Data Storytelling, Rmarkdown, Data Literacy, Data Visualization, Data Presentation, Data Ethics, Data Cleansing, Data Validation, Ggplot2, R (Software), Tableau Software, Sampling (Statistics), Presentations, Spreadsheet Software, Data Analysis, Data Visualization Software, LinkedIn, Dashboard, Interviewing Skills, Professional Development

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      175K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      N

      New York Institute of Finance

      Risk Management

      Skills you'll gain: Credit Risk, Operational Risk, Risk Management, Risk Management Framework, Business Risk Management, Risk Modeling, Risk Mitigation, Financial Market, Enterprise Risk Management (ERM), Risk Appetite, Risk Control, Derivatives, Governance, Portfolio Management, Capital Markets, Risk Analysis, Investment Management, Financial Analysis, Market Data, Key Performance Indicators (KPIs)

      4.6
      Rating, 4.6 out of 5 stars
      ·
      1.5K reviews

      Beginner · Specialization · 3 - 6 Months

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    1234…344

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

    • Artificial Intelligence in Financial Planning: University of Illinois Urbana-Champaign
    • Investment Risk Management: Coursera Project Network
    • Create a Financial Statement using Microsoft Excel: Coursera Project Network
    • Financial Reporting: Ledgers, Taxes, Auditing Best Practices: Coursera Instructor Network
    • English for Career Development: University of Pennsylvania
    • Corporate Strategy : University of London
    • Program Financial Planning with ClickUp: Coursera Project Network
    • Preparatory Certificate in Finance and Financial Markets: Corporate Finance Institute
    • Google Project Management: Google
    • AI-Powered Finance: Forecasting, Planning & Reporting: Coursera Instructor Network

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