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.
8credentials
72courses

Filter by

Subject
Required

Language
Required

The language used throughout the course, in both instruction and assessments.

Learning Product
Required

Build job-relevant skills in under 2 hours with hands-on tutorials.
Learn from top instructors with graded assignments, videos, and discussion forums.
Get in-depth knowledge of a subject by completing a series of courses and projects.

Level
Required

Duration
Required

Subtitles
Required

Educator
Required

Explore the Financial Planning Course Catalog

  • 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

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

  • Status: Free Trial

    Skills you'll gain: Mortgage Loans, Loans, Consumer Lending, Credit Risk, Financial Planning, Budget Management, Cost Benefit Analysis, Goal Setting, Consolidation, Financial Analysis

  • Status: Free Trial

    Skills you'll gain: Financial Forecasting, Forecasting, Financial Data, Generative AI, Market Intelligence, Data-Driven Decision-Making, Strategic Planning, Financial Planning, Artificial Intelligence, Market Analysis, Data Quality

  • Status: Free Trial

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

  • 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: Preview

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

  • Status: Preview

    Coursera Instructor Network

    Skills you'll gain: Budgeting, Financial Reporting, Accounting and Finance Software, Financial Forecasting, Consolidation, Financial Management, Forecasting, Financial Analysis, Performance Measurement, Variance Analysis, Operational Analysis, Financial Planning, Month End Closing, Reconciliation, Dashboard, Key Performance Indicators (KPIs)

  • 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: Free Trial

    Skills you'll gain: Finance, Corporate Finance, Business Valuation, Return On Investment, Financial Planning, Financial Management, Capital Budgeting, Financial Analysis, Cash Flows, Financial Services, Wealth Management, Investment Management, Financial Modeling, Risk Management

  • Status: Free Trial

    Universidad Nacional Autónoma de México

    Skills you'll gain: Working Capital, Financial Statements, Financial Analysis, Accounts Receivable, Financial Data, Financial Planning, Financial Controls, Cash Management, Budget Management, Financial Management, Business Planning

  • Status: Free

    Skills you'll gain: Grant Writing, Business Development, Financial Planning, Financial Management, Business Strategy, Financial Analysis, Mergers & Acquisitions, Loans, Fundraising, Stakeholder Communications, Cash Flows