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

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Explore the Financial Planning Course Catalog

  • Status: New
    Status: Preview

    Skills you'll gain: Budgeting, Capital Budgeting, Budget Management, Operating Budget, Financial Management, Financial Analysis, Cash Flows, Financial Planning, Cash Flow Forecasting, Return On Investment, Cost Benefit Analysis, Investments, Decision Making

  • Status: Preview

    Universidad Nacional Autónoma de México

    Skills you'll gain: Insurance, Financial Planning, Budgeting, Financial Management, Risk Management, Asset Management, Credit Risk, Investments, Cost Reduction, Expense Management, Consumer Behaviour

  • Status: Free Trial

    Skills you'll gain: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Insurance Policies, Professional Networking, Bank Regulations, Interviewing Skills, Banking, Compensation Analysis, Finance, Underwriting, Regulatory Compliance, Financial Analysis, Portfolio Management, Financial Planning, Wealth Management, Risk Management

  • Status: New
    Status: Free Trial

    Skills you'll gain: Organizational Strategy, Strategic Leadership, Business Strategy, Business Planning, Operations, Financial Forecasting, Organizational Change, Sales Strategy, Revenue Management, Financial Analysis, Business Modeling, Business Transformation, Financial Planning, Profit and Loss (P&L) Management

  • Status: Free Trial

    University of Illinois Urbana-Champaign

    Skills you'll gain: Data Ethics, Responsible AI, Wealth Management, Supervised Learning, Machine Learning, Financial Services, Applied Machine Learning, AI Personalization, Artificial Intelligence and Machine Learning (AI/ML), Learning Management Systems, Artificial Intelligence, FinTech, Data Mining, Regulatory Compliance, Financial Planning, Relationship Building, Risk Modeling, Legal Risk, Mobile Development, Human Computer Interaction

  • Status: New

    Skills you'll gain: Entrepreneurial Finance, Case Studies, Finance, Entrepreneurship, Capital Markets, Environmental Social And Corporate Governance (ESG), Investments, Return On Investment, Fiscal Management, Financial Planning, Financial Management, Stakeholder Engagement, Strategic Partnership, Asset Management, Portfolio Management, Business Strategy, Investment Management, International Finance, Business Management, Market Dynamics

  • Status: Free Trial

    Skills you'll gain: Goal Setting, Budgeting, Tax, Financial Planning, Cash Flow Forecasting, Financial Analysis, Credit Risk, Expense Management, Asset Management, Decision Making, Self-Awareness

  • Status: New
    Status: Preview

    Skills you'll gain: Excel Macros, Financial Modeling, Prompt Engineering, Financial Forecasting, Generative AI, Automation, Process Optimization, General Finance, Microsoft Excel, Excel Formulas, Simulation and Simulation Software, Visual Basic (Programming Language), Financial Reporting, Auditing, Financial Planning, Debugging

  • Status: Free Trial

    Skills you'll gain: Investments, Return On Investment, Risk Analysis, Portfolio Management, Risk Management, Financial Planning, Equities, Asset Management, Tax, Financial Analysis, Tax Planning, Securities (Finance), Derivatives

  • Status: Free Trial

    University of Illinois Urbana-Champaign

    Skills you'll gain: Case Studies, Financial Planning, Land Management, Financial Modeling, Equities, Financial Market, Succession Planning, Financial Regulation, Blockchain

  • 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 Trial

    Skills you'll gain: Finance, Peer Review, Project Design, Business Mathematics, Market Dynamics, Financial Analysis, Financial Planning, Capital Markets, Economics, Decision Making