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

    Goldman Sachs

    Skills you'll gain: Grant Writing, Finance, Financial Analysis, Fundraising, Business Development, Entrepreneurship, Business Strategy, Financial Forecasting, Stakeholder Communications, Financial Planning, Loans, Mergers & Acquisitions

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview

    Rutgers the State University of New Jersey

    Skills you'll gain: Business Planning, Risk Management, Entrepreneurial Finance, Insurance, Entrepreneurship, Cash Management, Business Strategy, Feasibility Studies, Financial Planning, Budgeting, Credit Risk, Financial Management, Investments, Loans, Intellectual Property

    Mixed · Course · 1 - 3 Months

  • Status: Preview

    UBITS

    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

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview

    University of Zurich

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

    4.7
    Rating, 4.7 out of 5 stars
    145 reviews

    Beginner · Course · 1 - 3 Months

  • 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: Preview

    Northeastern University

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Balance Sheet, Financial Analysis, Financial Accounting, Budgeting, Financial Management, Financial Planning, Health Care Administration, Financial Forecasting, Capital Markets

    4.8
    Rating, 4.8 out of 5 stars
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • 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

    4.2
    Rating, 4.2 out of 5 stars
    18 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free

    Goldman Sachs

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

    Mixed · Course · 1 - 4 Weeks

  • Status: Free

    Goldman Sachs

    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

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview

    Universitat Autònoma de Barcelona

    Skills you'll gain: Risk Management, Behavioral Economics, Asset Protection, Loans, Financial Planning, Finance, Budgeting, Consumer Behaviour, Psychology, Decision Making, Empowerment

    4.6
    Rating, 4.6 out of 5 stars
    143 reviews

    Beginner · Course · 1 - 3 Months

  • 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 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