• For Individuals
  • For Businesses
  • For Universities
  • For Governments
Degrees
​
Log In
Join for Free
  • Browse
  • Financial Planning

Financial Planning Courses

Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.

Popular Financial Planning Courses and Certifications


  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Ethics and Professional Standards in Finance

    Skills you'll gain: Record Keeping, Business Ethics, Ethical Standards And Conduct, Performance Reporting, Investment Management, Decision Making, Investments, Brokerage, Compliance Management, Portfolio Management, Conflict Management, Regulatory Compliance, Compensation Analysis, Client Services, Asset Management, Risk Mitigation, Finance, Corporate Finance, Accounting, Entrepreneurial Finance

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    MedCerts

    Electronic Health Record/Reimbursement Fundamentals

    Skills you'll gain: Professionalism, Payment Processing and Collection, Care Management, Patient Communication, Medical Coding, Patient-centered Care, Healthcare Ethics, Medicare, Professional Development, Data Integrity, Interpersonal Communications, Empathy, Teamwork, Ethical Standards And Conduct, Conflict Management, Interoperability, Cultural Responsiveness, Emotional Intelligence, Communication, Time Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    998 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Mortgage Loans, Property Law and Housing Finance

    Skills you'll gain: Mortgage Loans, General Lending, Lending and Underwriting, Consumer Lending, Loan Origination, Loans, Real Estate, Property and Real Estate, Loan Documentation, Credit Risk, Property Management, Real Estate Transactions, Legal Risk, Banking, Underwriting, Risk Management, Property Management Systems, Finance, Mediation, Environment

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SAP

    SAP Professional Fundamentals

    Skills you'll gain: Consulting, Relationship Management, Business Consulting, Management Consulting, Product Strategy, SAP Applications, Technical Consulting, Relationship Building, Project Management, Project Management Life Cycle, Consultative Approaches, Project Implementation, Agile Methodology, Company, Product, and Service Knowledge, Waterfall Methodology, Solution Delivery, Systems Thinking, Business Transformation, Design Thinking

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.1K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Credit Risk Management: Frameworks and Strategies

    Skills you'll gain: Credit Risk, Risk Mitigation, Risk Analysis, Financial Analysis, Financial Statement Analysis, Risk Modeling, Financial Statements, Portfolio Risk, Risk Control, Risk Management, Business Risk Management, Risk Management Framework, Securities (Finance), Derivatives, Business Metrics, Analysis, Balance Sheet, Market Data, Portfolio Management, Market Trend

    4.7
    Rating, 4.7 out of 5 stars
    ·
    454 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Introduction to Sustainability

    Skills you'll gain: Environmental Policy, Sustainable Development, Environment, Water Resources, Environmental Issue, Demography, Energy and Utilities, Environmental Science, Environment and Resource Management, Sustainability Standards, Water Resource Management, Policy Analysis, Natural Resource Management, Social Sciences, Human Development, Climate Change Adaptation, Climate Change Mitigation, Economics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.7K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Scrum Master (PSM I) Certification Preparation

    Skills you'll gain: Risk Analysis, Risk Management, Project Management Institute (PMI) Methodology, Risk Mitigation, Project Management, Employee Coaching, Discussion Facilitation, Kanban Principles, Change Management, Project Documentation, Portfolio Management, Project Planning, Conflict Management, Performance Analysis, Leadership, Analysis, Registration, Market Opportunities

    4.6
    Rating, 4.6 out of 5 stars
    ·
    547 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Minnesota State University, Mankato

    Healthcare Project Management: Fundamentals to Practice

    Skills you'll gain: Healthcare Project Management, Stakeholder Analysis, Project Scoping, Project Closure, Goal Setting, Work Breakdown Structure, Change Control, Project Planning, Smart Goals, Project Management, Project Implementation, Clinical Leadership, Program Evaluation, Stakeholder Management, Communication Planning, Change Management, Risk Management, Operational Efficiency, Scheduling, Budgeting

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Brand and Product Management

    Skills you'll gain: Product Lifecycle Management, Brand Strategy, Customer experience strategy (CX), Brand Management, Branding, Competitive Analysis, Product Management, Product Planning, Product Strategy, New Product Development, Journey Mapping, Customer Engagement, Design and Product, Demand Planning, Internal Communications, Employee Engagement, Estimation, Consumer Behaviour, Portfolio Management, Conversion Funnel Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.7K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Banking Operations and Fraud Prevention

    Skills you'll gain: Banking Services, Banking, Operational Risk, Payment Systems, Bank Regulations, Payment Processing, Mobile Banking, Commercial Banking, Retail Banking, Payment Processing and Collection, Risk Control, Cyber Operations, Financial Controls, Cybersecurity, Operations, Fraud detection, Safety and Security, Cyber Attacks, Operations Management, Finance

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    DeepLearning.AI

    AI for Medicine

    Skills you'll gain: Model Evaluation, Deep Learning, Statistical Analysis, Clinical Trials, Feature Engineering, Data Preprocessing, Classification And Regression Tree (CART), Risk Modeling, Statistical Methods, Treatment Planning, Data Analysis, Precision Medicine, Convolutional Neural Networks, Decision Tree Learning, Predictive Modeling, Applied Machine Learning, Image Analysis, Statistical Machine Learning, Diagnostic Radiology, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.5K reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM Systems and Solutions Architect

    Skills you'll gain: Process Modeling, Process Mapping, Business Process Modeling, Business Analysis, Cloud-Native Computing, Data Migration, Software Architecture, Stakeholder Analysis, Network Security, Systems Design, Extract, Transform, Load, Systems Architecture, Communication Planning, Stakeholder Management, Data Integration, Test Planning, Cybersecurity, Enterprise Architecture, Software Testing, Project Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    353 reviews

    Beginner · Professional Certificate · 3 - 6 Months

1…106107108…604

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

  • Ethics and Professional Standards in Finance: EDUCBA
  • Electronic Health Record/Reimbursement Fundamentals: MedCerts
  • Mortgage Loans, Property Law and Housing Finance: EDUCBA
  • SAP Professional Fundamentals: SAP
  • Credit Risk Management: Frameworks and Strategies: New York Institute of Finance
  • Introduction to Sustainability: University of Illinois Urbana-Champaign
  • Scrum Master (PSM I) Certification Preparation: SkillUp
  • Healthcare Project Management: Fundamentals to Practice: Minnesota State University, Mankato
  • Brand and Product Management: IE Business School
  • Banking Operations and Fraud Prevention: EDUCBA

Other topics to explore

Arts and Humanities
338 courses
Business
1095 courses
Computer Science
668 courses
Data Science
425 courses
Information Technology
145 courses
Health
471 courses
Math and Logic
70 courses
Personal Development
137 courses
Physical Science and Engineering
413 courses
Social Sciences
401 courses
Language Learning
150 courses

Coursera Footer

Skills

  • Accounting
  • Artificial Intelligence (AI)
  • Cybersecurity
  • Data Analytics
  • Digital Marketing
  • Human Resources (HR)
  • Microsoft Excel
  • Project Management
  • Python
  • SQL

Professional Certificates

  • Google AI Certificate
  • Google Cybersecurity Certificate
  • Google Data Analytics Certificate
  • Google IT Support Certificate
  • Google Project Management Certificate
  • Google UX Design Certificate
  • IBM AI Engineering Certificate
  • IBM AI Product Manager Certificate
  • IBM Data Science Certificate
  • Intuit Academy Bookkeeping Certificate

Courses & Specializations

  • AI Essentials Specialization
  • AI For Business Specialization
  • AI For Everyone Course
  • AI in Healthcare Specialization
  • Deep Learning Specialization
  • Excel Skills for Business Specialization
  • Financial Markets Course
  • Machine Learning Specialization
  • Prompt Engineering for ChatGPT Course
  • Python for Everybody Specialization

Career Resources

  • Career Aptitude Test
  • CAPM Certification Requirements
  • CompTIA A+ Certification Requirements
  • CompTIA Security+ Certification Requirements
  • Essential IT Certifications
  • High-Income Skills to Learn
  • How to Learn Artificial Intelligence
  • PMP Certification Requirements
  • Popular Cybersecurity Certifications
  • Share your Coursera learning story

Coursera

  • About
  • What We Offer
  • Leadership
  • Careers
  • Catalog
  • Coursera Plus
  • Professional Certificates
  • MasterTrack® Certificates
  • Degrees
  • For Enterprise
  • For Government
  • For Campus
  • Become a Partner
  • Social Impact
  • Free Courses
  • Udemy

Community

  • Learners
  • Partners
  • Beta Testers
  • Blog
  • The Coursera Podcast
  • Tech Blog

More

  • Press
  • Investors
  • Terms
  • Privacy
  • Help
  • Accessibility
  • Contact
  • Articles
  • Directory
  • Affiliates
  • Modern Slavery Statement
  • Do Not Sell/Share
Learn Anywhere
Download on the App Store
Get it on Google Play
Logo of Certified B Corporation
© 2026 Coursera Inc. All rights reserved.
  • Coursera Facebook
  • Coursera Linkedin
  • Coursera Twitter
  • Coursera YouTube
  • Coursera Instagram
  • Coursera TikTok